FINANCE & ACCOUNTING. Essentials of. For the Nonfinancial Manager

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1 Executive Education Series Essentials of FINANCE & ACCOUNTING For the Nonfinancial Manager It s the universal language of business. And as a key decision-maker in your organization, your success hinges on your ability to speak numbers fluently. Master the must-know fundamentals of finance and accounting in this intensive course developed exclusively for senior nonfinancial managers. ROCKHURST LEADERSHIP INSTITUTE Enroll online at or call

2 Master the numbers that drive your success As a key decision-maker in your organization, you make dozens of critical decisions that impact the company s bottom line. Finely tuned as your business instincts no doubt are, you simply can t afford to trust instincts alone. You need a strong command of accounting concepts and financial tools. Who Should Attend? Essentials of Finance & Accounting for the Nonfinancial Manager is designed exclusively for senior managers in nonfinancial roles in business, government and the nonprofit sectors. An accelerated program for key decisionmakers with no formal training in this area, it is also a great refresher for those who haven't studied finance or accounting for some time. A financial course designed for senior-level executives Essentials of Finance & Accounting for the Nonfinancial Manager has been developed exclusively for senior managers like you: professionals who ve risen in their organizations to the point where understanding the fundamentals of finance and accounting is no longer an option, but a must. Master financial tools and key accounting principles In two intensive days, you ll gain invaluable training as you master finance and accounting principles through practical exercises, case studies and group discussion. You ll find out how to read, analyze, and use financial information strategically and accurately, and discover how to implement key financial concepts and tools to strengthen not only your management decisions but your organization, as well. Learn with other influential leaders across all disciplines The crucial decisions you make have far-reaching consequences that directly impact your organization s success. That s why, if you re a senior-level, nonfinancial decision-maker, this training is absolutely essential for you. Expect to be among an exclusive group of professionals like yourself other highly respected leaders who recognize the importance of attaining a greater functional understanding of finance and accounting. Make stronger, more strategic decisions that grow your organization Master the numbers that drive your organization, and you ll become a stronger, more influential decision-maker within your company immediately. Don t wait any longer to expand your executive skills by becoming fluent in the universal language of business. Invest two days, and you ll gain financial knowledge and accounting principles you ll rely on for years to come as you grow your organization s success. Enroll right now in this advanced-level course before your competitors fill all the seats! Register online at or call Group Discount: When 3 enroll from your organization, a 4th attends FREE! 2

3 KEY CONCEPTS COVERED IN THIS TRAINING Learn how to read, interpret, and analyze key financial statements and accounting reports Forecast revenues and expenses with greater accuracy Spot variances in financial reports and know what they mean Use accounting and financial principles to determine the relative degrees of risk in your decisions Understand key financial ratios and measurements that give you a clear picture of your organization s financial position Recognize where you can make the biggest impact to improve your organization s financial performance Use your new accounting and finance skills to accurately evaluate financial strengths and weaknesses in any report Understand how to use your new numbers knowledge to build better budgets Plan for revenues and growth with greater precision, using solid business numbers as your guide Your Trainer James Frazier, CPA A CPA and executive-level trainer, James Frazier is a numbers guru, possessing years of in-the-trenches experience as a CFO, controller, and accounting manager in industries as diverse as medical, manufacturing, and retail. Frazier has spent much of his career designing, managing, and implementing accounting systems and complex databases. He has also provided financial consulting and senior management training for prestigious clients like NASA, State Farm Insurance, Bank One, and McDonald s, as well as city and county governments. Specializing in delivering training to senior managers, Frazier is renowned for the straightforward, down-to-business approach he takes to explaining the crucial numbers that drive your organization and helping you make stronger, more strategic business decisions. (In the event an unavoidable conflict or emergency would occur, we will substitute a trainer of equal quality.) 3 Enroll online at or call

4 3 Things You Can Expect from This training Leading Organizations Count on the Rockhurst Leadership Institute for Result-Producing Training... Nordstrom Honeywell Ben & Jerry s Ice Cream U.S. Coast Guard Goodyear Aerospace Century 21 Macy s McDonald s Wal-Mart Sprint Tektronix Touche Ross Johnson & Johnson National Association of Realtors U.S. Navy Georgetown University Medical Center Atlantic Richfield American Bar Association IBM National Geographic Society AT&T Texas Instruments NASA Hughes Aircraft The World Bank Digital Equipment Corp. Hewlett-Packard City of Los Angeles Bank of America Pacific Mutual Life Insurance American Express Transamerica Occidental Life Ins. Pitney Bowes Citicorp Real Estate Corp. Anheuser Busch Co., Inc. Great Western Financial Security Monsanto And more than 750,000 more! First, you ll gain all the information you need to perform at a new level of financial confidence... boiled down into a mere two days packed with invaluable how to techniques, clear language, and practical concepts that are easy to grasp. You ll digest a volume of information in a short amount of time. Second, you ll get to practice your new accounting and finance skills in interactive exercises and thought-provoking discussions where the information you learn will gel. Plus, you ll have the opportunity to speak one on one with your expert trainer about questions you ve always wanted answers to... and get solid answers that ll clear things up once and for all. Third, you ll learn shoulder-to-shoulder with other business leaders in your shoes... leaders who take their organizational roles seriously and who understand how important financial expertise is to their ongoing success. Like your fellow participants, you ll return to your office with a significant career edge that few others in your organization (or in the work world as a whole, for that matter) possess. So, say YES to investing two days in a proven program that could very well be a critical turning point in your career. Call and reserve your place in this essential workshop today! Satisfaction Guaranteed! The Rockhurst Leadership Institute proudly stands behind Essentials of Finance & Accounting for the Nonfinancial Manager 100 percent with our no-risk guarantee of satisfaction. So, if you re hesitating because you re not quite sure if this workshop is for you go ahead and enroll. We guarantee you ll be thrilled with the vital skills, powerful techniques, and important insights you gain or we ll give you your money back in full. You have nothing to lose and a wealth of hard-hitting numbers know-how to gain! 4 Group Discount: When 3 enroll from your organization, a 4th attends FREE!

5 YOUR COMPREHENSIVE WORKS DAY 1: Registration Begins at 8:30 a.m. Workshop Hours: 9 a.m. to 4 p.m. DAY 2: Check-in B I. Demystifying the Terminology and Speaking Intelligently About Financial Issues Common accounting and finance terms and what they mean including fixed and variable costs, gross margin, profit and loss, and dozens of others! How to present proposals and recommendations in terms of hard dollars... and get faster approval Learn the basic accounting equation and how to use it Deciphering the language of finance so you can speak it fluently with anyone II. Critical Financial Concepts You Must Know The difference between current liabilities, current assets, and equities 5 components of working capital and how critical it is to the day-to-day operation of your organization A simple approach to calculating return on investment (ROI) and determining the true bottom line What goodwill is... and why some companies don t like it on their balance sheets Key financial indicators that will tell if your organizations is on the right track Tangible and other assets what the numbers on the balance sheet may be hiding 5 ratios that can be early indicators of danger ahead How to use ratios to evaluate an organization s profitability, liquidity, and leverage How to evaluate the relative degree of risk for a project 5 valuable questions to ask when dealing with a financial problem Critical financial areas that may be out of your control but that you absolutely must understand Which specific numbers to rely on when developing a budget Calculating ROI for the true bottom line IV.Interpreting Financial Statements Accurately and Insightfully How to read and interpret 3 types of financial statements: balance sheet, income statement, and cash flow statement How to examine the P&L statement and tell the costs of goods sold, how revenue is generated, profitability and more Basic steps in preparing a financial statement Types of long-term assets and the role depreciation plays in determining their worth How to scan a financial statement and zero in on the most valuable information III.Sharpening Your Decision- Making Skills With Powerful Financial Tools Using break-even analysis, forecasting, and other powerful analysis tools to make more informed decisions Please bring a calcu You ll be involved in a variety of exercis and a calculator will help you wo ENROLL TODAY AT OR C Very informative. Highly effective. G. Berg, Senior Manager Very insightful and well integrated. Pro many interesting tips and valuable infor J. Ste 5

6 HOP AGENDA egins at 8:30 a.m Workshop Hours: 9 a.m. to 4 p.m. V. Must-Know Accounting Basics vided mation. ineger, Vice President Accounting for assets, liabilities, revenue and expenses The difference between cash and accrual accounting What every manager must understand about Generally Accepted Accounting Principles (GAAP) Debits and credits explained VI. Planning for Revenues and Growth How to forecast cash flow and use this insight when increasing staff, purchasing, and cutting costs A valuable look at how the accounting cycle works Financial management strategies for companies going through tough times How to recognize cash flow problems before it s too late VII. Computer Tools That Make Your Job Easier Valuable tips for setting up your own spreadsheets 3 important ways a PC can sharpen your projects and analysis An overview of software packages that will make your job much easier lator to this workshop. es in which you will apply what you learn, rk through these exercises efficiently. ALL Excellent speaker. Very up-to-date. J. Copas, Director How is the Rockhurst Leadership Institute Different? The Rockhurst Leadership Institute understands that not all training is created equal. Training for your frontline personnel or supervisors isn t the kind of training that you need. The Institute was created to address the advanced and immediate needs of leaders like you people who make the tough decisions. Over the course of two days, you will have the opportunity to delve into financial tools and concepts through the use of case studies, group discussions with other leaders, and hands-on exercises designed to immerse you in the issues that a person in your position faces on a daily basis issues like calculating a project s value, determining the financial health of an organization, budgeting for future endeavors, and more. You could choose training from a multitude of other organizations but you can only get training this powerful from the Rockhurst Leadership Institute. To ensure the quality of the learning experience, enrollment is limited. Reserve your seat now online at or call BRING THIS TRAINING ON-SITE For information on how you can train all your senior nonfinancial decision-makers in the critical skills described in this brochure, call our On-Site Training Department at or visit onsitetraining.cfm 6

7 Registration Form Enrollment Information SCHEDULE PHONE Call toll-free Name of Attendees (please print) 1. Title Address City/Event # 2. Title Address City/Event # 3. Title Address City/Event # 4. FREE! Title Address City/Event # When 3 enroll from your organization, a 4th attends free! Please list additional registrations on a separate sheet and attach. 2. Company Information (please print) *Phone/fax required in case of changes Organization Address Mail Stop City State ZIP *Phone Approving Supervisor: Title Address **Fax **Your fax number will be used to send confirmation of your registration as well as to notify you of upcoming events in your area. 3. Method of Payment FAX Fax the completed registration form to ONLINE Register online at MAIL Mail the form to: Rockhurst University Continuing Education Center, Inc. P.O. Box Kansas City, MO HOTEL ACCOMMODATIONS Hotel accommodations must be placed directly with the hotel. Reservations will be taken on a space-available basis only, so early reservations are recommended. If you have registered by PHONE, please record your confirmation number here: CHECK payable to RUCEC is enclosed. If you are tax exempt, attach a copy of your tax-exempt certificate, and enter your tax-exempt number here:. CHARGE to: MasterCard VISA American Express Discover Diners Club CARD NO. EXP. DATE SIGNATURE BILL my organization; Attn: Our PURCHASE ORDER is attached. 4. Important: Your VIP Customer Number Fill in your VIP Customer Number as it appears above the name on the mailing label. (Record the number even if the label is addressed to another individual.) Enrollment fee & Group Discounts Early Bird Fee: Register 30 or more days prior to the event date: Standard Fee: Register less than 30 days prior to the event date: GROUP DISCOUNTS: When 3 enroll from your organization, a 4th attends FREE! CANCELLATION: If you cannot attend, you may send a substitute or receive a credit memo toward a future workshop. If you cancel your registration up to ten business days before the workshop, your registration fee will be refunded less a $10 enrollment charge. FED ID # *Rate based on availability. 7

8 Executive Education Series Essentials of FINANCE & ACCOUNTING For the Nonfinancial Manager It s the universal language of business. And as a key decision-maker in your organization, your success hinges on your ability to speak numbers fluently. Master the must-know fundamentals of finance and accounting in this intensive course developed exclusively for senior nonfinancial managers. Enroll online at or call Rockhurst Leadership Institute P.O. Box Kansas City, MO A Division of Rockhurst University Continuing Education Center, Inc. Need to correct name, title or address? Did you receive duplicate brochures or want to be removed from our list? Please fax the mailing label with corrections to or mail to us at 6901 West 63rd Street, Shawnee Mission, KS , Attention: List. Allow 15 weeks for processing. Nonprofit U.S. Postage PAID Rockhurst University Continuing Education Center, Inc. Time-Sensitive Material VIP #

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