Course outline for
Budgets and Managing Money

How to Use This Guide

Session One: Course Overview

Session Two: Finance Jeopardy

Session Three: The Fundamentals of Finance

Basic Concepts

Generally Accepted Accounting Principles

Your Role in Company Finances

Identifying the Key Players in Your Organization

Session Four: The Basics of Budgeting

Defining a Budget

Types of Budgets

Understanding Where Your Budget Fits In

Session Five: Parts of a Budget

Session Six: 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)

Session Seven: Budgeting Tips and Tricks

Session Eight: Monitoring and Managing Budgets

Session Nine: Crunching the Numbers

Understanding Ratio Analysis

Making Connections

Session Ten: Getting Your Budget Approved

Session Eleven: Comparing Investment Opportunities

Session Twelve: ISO 9001:2008

What is ISO 9001:2008?

Making Connections

Session Thirteen: 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

Recommended Reading List

Post-Course Assessment

Pre- and Post-Assessment Answer Keys

Personal Action Plan