Programs We Offer:

Financial Dimensions of Performance

This is the financial course you have been asking for.

It is a most effective and efficient means of putting financial tools in your team’s hands. This program is designed with enough structure to take participants up the financial learning curve, while maintaining flexibility to address their questions in real time, meeting participants’ needs.

Financial Dimensions of Performance is a great way to ground individuals in financial matters – so they know how the game of business is scored and can adjust their actions accordingly to maximize results. It is all about playing the business game smarter.

Major topics in the Financial Dimensions of Performance:

– Business Success Factors: Margins, Growth and Risk

– Understanding Financial Statements in Annual Reports

– Differences between Accrual and Cash Accounting

– How to Read Financial Statements

– Management Profitability: Planning and Control

– Costing and Management Profitability

– Financial Drivers of Process Improvement:

– Capital Free Growth

This seminar is designed to advance financial literacy through an exciting, informative training experience. It addresses the specific concerns of participants while following an established curriculum. The course has no prerequisites and accommodates individual back-grounds in accounting and finance – leaving all participants with a value-added experience, no matter what their previous exposure to the topic has been.

Accounting and Finance for Non-Financial Managers

This seminar is designed to help members of virtually any organization, including the staff of professional service firms, increase their ability to read financial statements. Individuals will understand the difference between accrual and cash accounting upon completion of this seminar, as well as the measures used to evaluate an entity’s financial condition and performance. It includes financial analysis tools such as liquidity and profitability measures.

Who Should Attend: Any individual looking to improve an understanding of financial reports and the message they contain. This course has been used as part of firm-sponsored professional development programs.

How to Read Financial Statements

This seminar presents the tools of financial statement analysis, including assessments of liquidity and profitability.

Who Should Attend: Anyone needing to evaluate
an entity’s financial performance.

Basics of Financial Reporting and Cost Accounting for Manufacturers

This seminar is designed to help all levels of manufacturing management understand the internal profitability reports and cost accounting systems they are asked to work with. It focuses on financial literacy at its basic level, including the difference between accrual and cash accounting,
and moves through concepts of management profitability reporting, allocations, and product costing. Topic emphasis can be adjusted in real time based on audience questions in order to maximize participant “buy in.”

Who Should Attend: Anyone involved in manufacturing from production to support who is looking to improve the quality of business decisions by understanding their financial context. This seminar is particularly useful for Product Management, Engineering and Operating Staff.

Basics of Bank Profitability

Financial grounding of bank success factors for managing growth and risk are developed. The seminar is designed to help individuals understand internal management profitability reports by focusing on the aggregate financial statements generated by financial institutions. The program assumes a level of basic accounting understanding and builds on it.
It focuses on total company, organization, product, customer, and channel profitability reporting.

It analyzes the way individual decisions are driven by the bank’s income statement and how internal profitability reports require the allocation of interest income and expense, as well as indirect operating expense and capital allocation.

Who Should Attend: Those involved in banking at all levels looking to improve their job performance through understanding their contribution to bank profitability.