Understanding Financial Reports

Accounting for non-accountants

A 2-day Short Course with Marty Perkinson

When and where?
Wednesday 13 June 2012:08:30 AM - 05:00 PM
Thursday 14 June 2012:08:30 AM - 05:00 PM
 
Location - The Business School, Owen G Glenn Building
12 Grafton Road
Auckland City
Standard price - $1,895.00 excl GST

Overview

An enjoyable and well-proven Short Course designed to help managers, executives and any users of accounting information better understand the language of accounting and what accounting reports really mean. It begins with some basics of accounting then moves quickly into the format, content and meaning of accounting reports applicable to small, medium and large businesses.

Topics Covered

  • The language of accounting
  • The accounting process
  • The format of a Statement of Financial Performance and what the numbers tell us
  • The format of a Statement of Financial Position and what the numbers tell us
  • The format of a Statement of Cash Flows and how cash flows differ from measuring profit
  • The theory and preparation of budgets
  • Relevant case studies

Who should attend

Managers, executives and any users of accounting information will better understand the language of accounting and what accounting reports really mean.

Outcomes

  • Explain some of the terminology used by accountants
  • Explain how "the accounting process" works
  • Familiarise you with the structure and presentation of accounting reports
  • Explain the  techniques used from reading the accounting reports to evaluate financial performance, operating efficiency, solvency and cash flows
  • Demonstrate how these techniques assist in the preparation of budgets

What Participants Say

"I had heard that 'Understanding Accounting' was an excellent course and I was not disappointed. The lecturer was great and took a potentially dry subject and turned into an informative and entertaining session. This course was an excellent way to provide some additional tools to the general business toolkit. I have found that basic concepts of being able to interpret financial statements have had a flow on effect to many other areas of work also."

Sam McCready - Commercial Manager @ Vodafone New Zealand

"A brilliant top down view of the key accounting reports, without getting bogged down in the minutiae of how they are created."

Richard Davis - General Manager, Sales & Marketing @ Metlifecare Ltd

"The Understanding Accounting course was fantastic and I can thoroughly recommend it to non-financial professionals who wish to gain a better understanding of accounting information and the story it imparts. Marty's style was excellent; the best teacher I have ever been taught by. He gets the information across in an engaging and informative way that works well with mature professionals. He uses practical exercises and hands-on examples to ensure real learning."

Jacquie Sherborne - HR SAP Project @ Fonterra

Presenter

Marty Perkinson

Marty Perkinson is a member of the Institute of Chartered Accountants of New Zealand and has a Master of Commerce Degree and a Diploma in Teaching. He has taught at The University of Auckland since 1971 and won the inaugural Department of Accounting and Finance Teaching Award in 1993. He recently retired as the Director of the Diploma and Degree Awarding programmes in Executive Programmes at The University of Auckland.

In 1994 he was awarded one of the University of Auckland Distinguished Teacher Awards. Marty has owned a number of businesses and advises clients on income tax and business planning. His humorous approach to budgeting makes this potentially dull subject interesting and easy to understand. Marty has taught our "Understanding Accounting" and "Budgeting" Short Courses several times and always receives exceptionally strong reviews from participants.


Cancellation
Subject to unforeseen circumstances such as student demand and/or resource availability, The University reserves the right to cancel, or change the content, timing or method of presentation of any course.

All notification of withdrawals, transfers, and substitutions must be sent in writing via email to The University of Auckland Business School Executive Development Team at shortcourses@auckland.ac.nz. Full refunds can be obtained up to 30 days before the program start date. Due to the costs incurred for program preparation and administration, any cancellations or requests for transfers or deferrals received 14 days or less from the program start are subject to penalty fees as described below.

If you do not attend the course and have not advised us in writing or by email before the start date the full fee will apply.

Transfers: Transfer requests must indicate the new dates and/or new program the participant wishes to attend.  If the transfer request is made at more than 7 days from the original course dates - a service fee of $300 is applied, but the 50% cancellation fee is waived. A transfer request made with more than 14 days' notice can be made with no penalty. Transfers are valid only within one year of the original program start date. Your current cancellation policy is intact until you have attended your Short Course or the original penalty will be imposed.

All participant substitutions are subject to the sole discretion of The University of Auckland Business School Executive Development team.  Requests must be submitted in advance and will be reviewed on an individual basis, based on participant qualifications and lead time needed for any program pre-work.

Full enrolment is non refundable under these conditions:

  1. The registrant or substitute does not enrol in another program within one year of the original start date, and/or
  2. The registrant or substitute defers or transfers more than two times.

* The University of Auckland Business School Executive Development team is not responsible for travel or related costs under any circumstances. Participants may want to consider purchasing trip cancellation insurance in the unlikely event that a program is cancelled or they cannot attend for personal or professional reasons.

** For any program with more than two iterations in an enrolment year, tuition is non-refundable after 2nd transfer.

Course Size
Numbers are limited, and enrolment is on a first-come-first-served basis.

Privacy
To keep you informed we will hold your name and address on file. Please advise us if you do not wish to receive further information.

Institute of Chartered Accountants
Chartered Accountants may care to consider this course for inclusion within their professional development programme for the year.

Sales and Marketing Institute of New Zealand
The University of Auckland Short Courses are an accredited education supplier for the Sales and Marketing Institute of New Zealand.

NZ Computer Society
The University of Auckland Short Courses that are IT related may count towards the professional development requirements of the NZ Computer Society.

Choose a Short Course from The University of Auckland Business School
The University of Auckland offers a range of high-quality leading edge Short Courses tailor made for business practitioners.

Each course is presented by an expert in the field - either a member of the staff of The University of Auckland, a visiting guest lecturer from overseas, or a local practitioner with specific expertise.

These are short, sharp, punchy courses that bring practitioners up to speed with a specific topic, act as a refresher course, and provide valuable networking opportunities.

Need a Short Course Calendar?
Email us at shortcourses@auckland.ac.nz or call 0800 800 875.


ENROLMENT FORM - Understanding Financial Reports

Standard price: $1,895.00 +GST ($2,179.25 incl. GST)

Wednesday 13 June 2012:08:30 AM - 05:00 PM
Thursday 14 June 2012:08:30 AM - 05:00 PM

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