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Session Details
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| (Event: 2019 AMTA Conference - Innovate! Integrate! Motivate!)
Nov 20, 2019 07:15 pm - Nov 20, 2019 10:15 pm Session Type: Additional Course Track: . | Description
Have you ever looked at a budget or financial report and wondered what all the numbers meant? If you want to get a better handle on your financial picture in business, or be able to talk numbers with the directors and CFO in your institution, then this course is for you!
Objectives:
• Participants will become familiar with key financial documents including Profit and Loss and Balance Sheet. (CBMT BCD IV.B.16.)
• Participants will set personal goals related to financial management. (CBMT BCD IV.A.1.)
Schedule:
- 30 minutes - Introductions – What is your current Financial Knowledge base? What Personal Goals do you have related to financial management?
- 45 minutes – Basics of Accounting Part 1
- The importance of accounting software
- Breaking down the Profit and Loss
- Reviewing examples
- 20 minutes - Break
- 20 minutes – Basics of Accounting Part 2
- Understanding the balance sheet
- 10 minutes - Break
- 20 minutes – Accounts Receivable and Accounts Payable
- 35 minutes - Questions and Discussion – Update Personal Goals
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