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Budgets and Managing Money


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Budgets and Managing Money

Price: $ 59.95+GST

We all play a role in our organizations financial health, whether we realize it or not. This course will give you the skills that you need to speak knowledgeably about budgets and managing money, and to contribute to the bottom line. We recommend that you complete Accounting Skills for New Supervisors before beginning this course.

To start this course, you will review the fundamentals of finance (including basic terms, generally accepted accounting principles, and financial roles in an organization). Then, you will learn about different types of budgets and a six-step budgeting process. You will also learn how to monitor budgets, perform basic ratio analysis, and compare investment opportunities.

Table of Contents

1. Course Overview
2. Finance Jeopardy
3. The Fundamentals of Finance
Basic Concepts
Generally Accepted Accounting Principles
Your Role in Company Finances
Identifying the Key Players in Your Organization
4. The Basics of Budgeting
Defining a Budget
Types of Budgets
Understanding Where Your Budget Fits In
5. Parts of a Budget
6. The Budgeting Process
Overview
Step One: Gather the Budget Package
Step Two: Lay the Groundwork
Case Study (Part One)
Step Three: Identify Your Goals
Case Study (Part Two)
Step Four: Gathering Your Resources
Steps Five and Six: Planning and Doing
Case Study (Part Three)
7. Budgeting Tips and Tricks
8. Monitoring and Managing Budgets
9. Crunching the Numbers
Understanding Ratio Analysis
Making Connections
10. Getting Your Budget Approved
11. Comparing Investment
Opportunities
12. ISO 9001:2008
What is ISO 9001:2008?
Making Connections
13. Directing the Peerless Data Corporation
Task Explanation
Decision One: Office Relocation
Decision Two: Reproduction
Backlog
Decision Three: Improving Supervision
Decision Four: Job Enrichment
Decision Five: Staff Expansion
14. Personal Action Plan
15. Recommended Reading List
16. Post-Course Assessment