Invest your time.
Make the best decisions for your company.
Learn the universal language of business — Finance.

In just four evening sessions, the Financial Management Series will teach you proven techniques to help you confidently interpret financial data and answer relevant questions about your operations. Beyond that, you’ll learn the advantages and disadvantages of different types of financial analysis tools, so you’ll know the right kind of questions to ask to accomplish your company’s goals.

Cost $99 per person $360 for all four sessions (10% discount)	Financial Accounting: Underlying Concepts
	Financial Accounting: Using Financial Statements
	Managerial Accounting: Profit Planning and Budgeting
	Managing Cash Flow

 

• Register Now
• Brochure - [PDF] -
• Date,Time,Location
• Who Should Attend
• Course Descriptions
• Objectives
• Presenter(s)
• Fee
  
  

7 reasons to enroll right now!

How you’ll benefit:

1. Make the best business decisions using your company’s financial information
2. Gain confidence to understand your business finances
3. Reduce the risk of fraud and financial errors
4. Benchmark your accountant or bookkeeper
5. Benchmark your performance against your industry
6. Set more accurate financial goals and milestones
7. Increase your competitive advantage using financial information

Learn how to evaluate alternatives and make decisions that add to your company’s financial success. You are looked upon daily to make decisions that guide the direction of your business. If you’re lacking financial expertise, you may be missing or misinterpreting financial data that can lead you to success.

 

Date/Time/Location

2010 Dates:
March 4	Financial Accounting: Underlying Concepts
March 11	Financial Accounting: Using Financial Statements
March 18	Managerial Accounting: Profit Planning and Budgeting
March 25	Managing Cash Flow

Time: All programs are from 6 to 9:30 p.m.
Location: 239 Water St. | Human Science and Services building | room 179
UW-Eau Claire campus

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Who Should Attend

Both owners and managers of small businesses will benefit from learning more about financial data and how to use the data to make best decisions for your company. Plus, the same group of participants returns for each session, allowing you the continuity to learn from, and network with other small business owners.

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Course Descriptions

Financial Accounting: Underlying Concepts

March 4, 2010

We discuss how events in your business affect your company’s finances and financial reporting. We cover the basics of accounting terminology, the relationship of business activities to financial statement presentation, the construction of financial statements, and how to read financial statements.

You will learn:

• Accounting terminology and concepts
  
• Cash vs. accrual accounting methods
  
• How business activities affect financial statements
  
• How the four financial statements are related
  
• How to interpret financial statements
  
• Approaches to recording information
  
• The role of financial statements in financial management

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Financial Accounting: Using Financial Statements

March 11, 2010

We discuss how to use financial statements to evaluate your company’s financial health. We go through the financial tools that can help you identify problem areas and improve business performance.

You will learn:

• Why you need to analyze financial statements
• The types of financial analysis tools
• What financial ratios can tell you
• How to interpret financial ratios

Prerequisite: Basics of Financial Accounting: Underlying Concepts, or equivalent knowledge.

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Managerial Accounting: Profit Planning and Budgeting

March 18, 2010

We discuss techniques used to help in planning and achieving goals. We cover why forecasting, budgeting, and breakeven analysis are important tools in planning for profit and aid in decision making.

You will learn:

• The factors involved in forecasting
• The process of budgeting
• The purpose of breakeven analysis
• How the management tools relate to one another

Prerequisite: Financial Accounting: Using Financial Statements, or equivalent knowledge.

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Managing Cash Flow

March 25, 2010

We discuss how to develop a cash flow projection. We look at how management policies can interact and affect the timing of cash inflows and outflows and net cash balances. We identify factors which affect inventory, accounts receivable, and accounts payable levels, and tools to measure potential problems.

You will learn:

• The relationship between income forecasts and cash projections
• How to develop a cash flow projection
• Strategies to improve cash flow
• Tools to diagnose potential cash flow problems

Prerequisite: Managerial Accounting: Profit Planning and Budgeting, or equivalent knowledge.

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Objectives

This series of four half-day sessions is designed to help business owners and managers understand and use financial information to make sound business decisions based on solid financial information.

At the end of this series, you’ll be able to:

• Read, understand, analyze and interpret your financial statements
• Create a realistic and practical budget
• Plan to maximize your profit
• Understand and manage cash flows
• Adjust for seasonal revenue changes
• Compare your financials to industry norms

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Presenter

Ingrid Ulstad, CPA, and Senior Accounting lecturer at the University of Wisconsin, Eau Claire has been teaching accounting for the past 12 years. Previously, she worked for a large area accounting firm. Ingrid has a passion for teaching, and was included in ‘Who's Who Among America's Teachers’ as an educator nominated for having made a significant impact and difference in her student’s lives. Ingrid also has extensive experience working and counseling area small businesses and entrepreneurs through the UWEC Small Business Development Center and regional accounting firms. She has been a featured conference presenter, volunteer of the year, as well as a Wisconsin Teaching Fellow in the University of Wisconsin System.

"Ingrid works with students to make sure accounting concepts are clear and easy to understand. She takes the time to listen and changes her teaching approach to meet each individual student's needs. Classes are challenging, interactive and fun! Highly recommended."
— Heidi Thoe, Larson Allen LLP

"Ingrid clearly and competently explains the basics of the accounting world. Her charismatic teaching style instills an appreciation of the subject in her students, whether they are first year accounting majors or junior Spanish majors."
— Rachel Radtke, former student

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Fee

Individual Class Fee: $99 per person
Series Fee: $360 for all four classes (10% discount)

Walk-ins are welcome—please call 24 hours ahead to ensure space availability, (715) 836-3636 or toll free, 866-893-2423.

Transfers/Cancellations
You may cancel or transfer your registration up to 5 business days before a program’s start date. If you cancel or transfer fewer than 5 business days prior to the program start date, a $25 administrative fee will be assessed. If you cancel or fail to attend the day of the event, you are responsible for the full fee. Full refunds are given if a program is cancelled or filled. You may substitute another person for your registration at any time. Call the Continuing Education Office (715-836-5811 or 1-800-582-5182) for assistance.

Satisfaction Guaranteed
University of Wisconsin-Eau Claire Continuing Education offers excellence in lifelong learning. If you're not completely satisfied with your learning experience after attending our program we will refund your registration fee.

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