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PMP 0513: Financial Analysis for Managers

Course Description
Topic Highlights
Certificate Program
Course Completion Requirements
PDU Information
Who Should Attend
Instructor
Evaluation Comments
Related Courses

COURSE DESCRIPTION

Financial information is the basis by which organizations are evaluated. Managers hoping to effectively communicate business challenges and issues must be able to analyze financial information. This course provides a practical approach for non-financial managers to understand basic accounting and financial principles and how an organization’s financial position can impact business operations. Course topics include linking accounting to financial statements, analysis of financial statements, and economic analysis which is the groundwork for sound business decisions and investments.

No prior knowledge of accounting or finance is required. During the course, participants will work through case study exercises and multiple choice questions. In addition to covering basic financial analysis. The course will also touch on several advanced concepts such as Ratio Models, Valuations based on EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) and Exit Values when businesses are sold.

Participants will learn how to:

  • Review basic accounting practices including general ledger accounts and cash flow cycles
  • Interpret financial statements and cash flow
  • Identify an organization’s profitability, liquidity, and solvency status
  • Analyze balance sheet trends utilizing horizontal analysis techniques
  • Analyze an organization’s financial strengths and weaknesses using vertical analysis techniques
  • Obtain and use appropriate benchmark information
  • Utilize financial ratios to measure an organization’s profitability
  • Evaluate an organization’s key financial indicators to project profitability
 
Registration
  • Print registration form (fax or mail)
  • Register online*
  • *Full payment by Visa or MasterCard only required at the time of online registration.

    Schedule
    May 12-13, 2015 (Tuesday-Wednesday)
  • Time: 8:30 AM-4:30 PM
  • Location: HRN     Status: Open


  • Fee

    $1095.00

    CEUs
    Each seminar is recommended for:
  • 1.3 CEUs
  • 16 Contact Hours
  • Onsite Opportunity

    This course is also available on a contract basis and can be tailored to suit your organization's needs. Please contact us to discuss your onsite opportunity.

    Contact Info.
    Herndon Training Center at CIT
  • Online contact form
  • Address:
      George Mason University
    Office of Continuing Professional Education
      2214 Rock Hill Road, Suite 400
      Herndon, VA 20170-4213
  • Telephone: 703-993-4800
  • Fax: 703-993-4811
  • TOPIC HIGHLIGHTS

    • General Ledger Accounts
    • Cash Flow Conversion Cycle
    • Financial Statements
    • Operating vs. Non-Operating
    • Key Financial Indicators
    • Cost of Capital
    • EBITCA
    • Horizontal and Vertical Analysis
    • Benchmarking
    • Analysis Ratios
    • Cost Reduction Approaches
    • Present and Future Values
    • Quantifying Benefits
    • Discounted Payback
    • Risk Analysis
    • Ratio Models
    • Intellectual Capital Measurements
    • Performance Measurements
    • Non-Financial Analytical Techniques


    CERTIFICATE PROGRAM

    This course is part of the Enterprise Leadership Certificate Program, which is offered through a unique collaboration between George Mason University and Business Performance Group. This course can be taken individually or as part of the certificate program.

    COURSE COMPLETION REQUIREMENTS

    100% attendance and participation are expected from participants.

    PDU INFORMATION

    PMI, Project Management Institute, Registered Education Provider  

    This course is pre-approved for 14 PDUs

    WHO SHOULD ATTEND

    • Managers and mid-level professionals who want to develop an overall understanding of financial analysis and economic analysis of long term investments
    • Managers and group leaders who want to be able to evaluate and discuss financial issues which affect the projects and departments they oversee
    • Individuals interested in maintaining professional certifications that require continuing education credits (e.g. PMP® required PDUs)
    • Managers, group leaders, and mid-level professionals who are seeking to complete Mason’s Enterprise Leadership Certificate program
    INSTRUCTOR

    Matt H. Evans, CPA, CMA, CFM is an independent consultant and Associate of Business Performance Group in the Washington, D.C. area. He has over 25 years of experience working as a senior managing consultant, financial manager, controller, and senior analyst. He has led major projects ranging from system implementation projects for Fortune 100 companies to design and deployment of performance management systems within the federal public sector. Mr. Evans also has hands-on experience with financial analytical projects such as cost benefit and risk analysis of $ 1 billion investments, financial profiling of private companies and financial forecasting models. He has experience in every aspect of accounting – financial reporting, fixed asset accounting, project cost accounting, payroll, billings, and cash flow management.

    Evans earned his BS in accounting from Louisiana State University. He has also completed executive education programs at the Wharton Business School and J. L. Kellogg Graduate School of Management.

    EVALUATION COMMENTS

    “Fantastic! This course went into detail, but wasn’t overwhelming. Accounting can be dry, but the instructor did a great job of making it interesting.”

    “Great class to learn the basic fundamental values of financial analysis.”

    “I found the risk management information particularly interesting and relevant.”

    “Good overview of accounting and corporate finance.”

    “I liked how the material was presented in a low pressure atmosphere.”

    “Documentation and exercises very good – not intimidating – given at a layman’s level – easy to understand.”

    PMI and the PMI Registered Education Provider logo are registered marks of the Project Management Institute, Inc.

     

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