Budgets and Managing Money

$495.00

SKU: GS2312 Categories: ,

Budgets and Managing Money

Our Budgets and Managing Money training materials provides you with a fully-customizable package of courseware content for delivery to your employees and/or students. Everything you need to run the course is included, just add trainer!


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All courseware print licences are perpetual – buy once and use forever!

  • Fully customizable. Sold on a site licence basis, you can tailor ALL content to meet specific learning or corporate requirements.
  • Digital download. Content is available to download after purchase.
  • Proven. Our course materials are used in hundreds of training centres around the world. Every course is fully beta tested and validated in the classroom before undergoing a full production release.
  • Simple… No need to invest in expensive DTP applications – all files are easily editable in any word processor.
  • Print on demand. You only need to print exactly what you need, when you need it.
  • Totally flexible. Courses can be modified to meet specific requirements. Sections can be removed. New content added. One or more titles can be combined. Whatever your training requirements, our courseware can help you meet that need.
  • Unlimited users. Content is sold on a site licence basis. You can train as many staff or employees at that location as you like. Forever!
  • Buy once. Use forever! You’re buying a perpetual licence. One payment gives you an unlimited site licence for use as long as you need it.
  • No limits! Unlike some content providers, our licence enables you to reprint the courseware as many times as you like. 1 student or 100,000. No limits…


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Student manual

Fully customisable. May be opened in any word processor and changed to meet your exact needs.

Trainer manual

Fully customisable with additional information for trainers.

Ice breakers and classroom activities

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Pre-assignment exercise

Pre-assignment exercise. Fully customisable. Helps to reinforce the delegates understanding of the course contents.

Course outline

Content overview. Fully customisable. Comprehensive course overview to help you market your course to your customers.

PowerPoint presentations

PowerPoint presentations. Fully customisable. Complete set of PowerPoint slides for use by the trainer.

Sales information sheets

Sales information sheets. Fully customisable. Information sheets to help you sell your course to your employees or external customers.

Additional reading materials

Additional reading… Fully customisable. Give your students some recommended further reading materials for this course.

For managers in today’s business world, it’s essential to have a working knowledge of finance. We all play a role in our organization’s financial health, whether we realize it or not. If participants don’t have training or a background in finances, they may be at a disadvantage as they sit around the management table. Understanding the cycle of finance will help participants figure out where they fit into their company’s financial structure, and how to keep their department out of the red. This workshop will familiarize participants with the key concepts of finance and accounting and help them prepare budgets with more confidence.

  • Introduction and Course Overview You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
  • Finance Jeopardy This fun exercise will help you introduce some key concepts and ideas to participants.
  • Your Role in Company Finances Every employee in a company has a role in company finances. Understanding and acknowledging that role can help employees better contribute to their company’s financial success. This session will provide the framework for participants to discuss how they are involved in their company’s finances.
  • What is Finance? During this session, we will discuss what finance is and what its three steps are.
  • Getting to Know the Players During this session, you will review a traditional organizational business chart with participants and discuss the different players in a company’s finances.
  • Record Keeping Terminology If participants are going to be doing any sort of money management, they will need to be familiar with the terms accounting, GAAP, and bookkeeping. This session provides a lecturette covering these terms.
  • The Balance Sheet The purpose of a balance sheet is to show what a company owns and owes on a specific date. We will examine a sample balance sheet in detail.
  • Liabilities and Equity Determining a company’s liabilities and equity is a key part of assessing the financial health of the company. We will discuss how to calculate the liabilities and equity of a company, using Smith’s Gourmet Food as an example.
  • Profit and Loss Statement (Income Statement) During this session, we will discuss the profit and loss statement and some other key concepts, including methods of recording transactions, accounting periods, and accounting systems.
  • Tracking Business Expenses Keeping track of expenses such as purchasing supplies, travel, and entertainment, is crucial, particularly at tax time. We will take a quick look at proven ways to record these expenses.
  • Analyzing Financial Statements You don’t need an MBA to grasp the basics of a financial statement, but you do need to know how to use the information they contain to clearly understand what’s happening in the business. We’ll cover the basic things you need to know when looking at a financial statement.
  • Encyclopedia Excitement This session will help you review what you have covered so far through a fun, energizing exercise.
  • Using Accounting Software With the proliferation of the PC and computerized accounting packages many companies do their bookkeeping digitally. However, some companies choose to do their bookkeeping by hand. How do you decide what accounting method to use? We’ll give you some tips.
  • The Importance of Bookkeeping During this session, participants will read an article that highlights some of the ethical concerns surrounding accounting. Then, the class will discuss the article as a large group.
  • Budget Basics What is a budget? What types of budgets are there? How do you prepare a budget? In this session, you will discuss all of those questions, and more, with participants.
  • Managing Profit Performance Just how do you balance finances to bring a profit to your company? We will discuss some things to consider in this session, including types of costs.
  • Comparing Investment Opportunities Investment opportunities within the business can be big decisions that require proper planning. We will cover two basic concepts that you should consider when comparing investment opportunities.
  • The Human Aspect Dealing with finances isn’t all numbers. What if an employee’s expense report doesn’t look correct? Or what if you have to make cuts to someone’s pay? Participants will examine each situation in small groups, and then provide some tips on what to do.
  • Credits vs. Debits Credits and debits (what comes in and goes out of your accounts) are a crucial part of your business’ financial health. You will review a sample balance sheet and income statement (showing where the credits and debits appear on each) using provided PowerPoint slides.
  • ISO 9001:2000 The ISO 9001:2000 series is a structured process through which a company can raise the quality of the products and services that they provide, and then maintain that level. This session will explore the basics of ISO 9001:2000 and the advantages of the program.
  • Decision Making An intensive role play will see participants play the role of Operations Director of the Peerless Data Corp. As the trainer, you will ask them to make five financial decisions. After each decision is made, debriefing points are provided. We have also provided discussion questions for the end of the exercise.
  • Workshop Wrap-Up At the end of the day, students will have an opportunity to ask questions and fill out an action plan