Home

This training is to provide a working knowledge of the fundamentals of finance and accounting that can be applied, regardless of the company size, in the real world. It gives non-financial managers the understanding they need to function effectively with their colleagues in finance. The financial concepts, techniques, and approaches can be used by any non-financial manager, irrespective of his or her primary duties.

Session Outline

Benefits for the participants:

  • Participants start by understanding the "Fundamental Accounting Concepts" and how the application of these concepts impact on the essence of business financial reporting and performance measurements.
  • Understand the importance of each of the 3 key financial statements (i.e. Balance Sheet, Profit & Loss Statement and Cash Flow Statement), their limitation and relationship.
  • Through case studies and small group discussions, participants will gain insights and skill to read and interpret financial statements in order to understand and assess the performance and financial condition of a business enterprise.


Session outline:

  • Trainer Introduction 讲师介绍
  • Course Objection 课程目标
  • Financial fundamental concepts and scope 财务基础概念和范围
  • Financial Statements 财务报表
  • Balance Sheet Interpretation and Analysis 资产负债表 解读分析
  • Cash Flow Statement Interpretation and Analysis 现金流量表 解读分析
  • Operation performance and benefits 经营绩效、收益
  • Wrap-up and Review 课程回顾、总结

Who Should Attend?

Non-Financial managers and directors who need to strengthen their financial acumen by gaining insightful understanding on the fundamental financial and accounting concepts, financial statements and the learning to interpret financial statements targeting to maximize business performance and effectiveness.


Agenda

08:45 Registration & Networking
09:00 Morning Session
10:30 Morning Session Coffee Break
10:45 Morning Session
12:00 Lunch
13:00 Afternoon Session
15:30 Afternoon Session Coffee Break
15:45 Afternoon Session
17:00 Session Ends

Refreshments will be served during the coffee break for the attendees. Lunch at a nearby restaurant is also included with the ticket price.

Speakers

  • Steven Lee

    Steven Lee

    Steven is a Singaporean holding professional accountancy qualifications with 30 years of working experience, of which 15 years in China.

    After spending 5 years as external auditor, Steven gained extensive senior management experience mainly from reputable multi-national companies (MNCs), listed in UK, US and Singapore. These MNCs are from various industries, including publishing, building materials, FMCG, chemical, security services, agriculture and theme parks.

    Steven is a seasoned CFO cum effective business leader. He held senior management positions across Asia Pacific regions including Singapore, Vietnam and China, that has helped him gained cross-cultural insights.

    Steven’s key areas of expertise include strategic planning, business development and transformation, venture capital, Greenfield & business start-up, financial & treasury management, compliance and controls.

    view more

Tickets

Please use your own name and email when registering for a training session. Additional fees may apply if you fail to register under your own identity. 


A prepayment is required for all full-day training sessions. 

全天培训课程需要提前付款。


Half-day session training vouchers cannot be used for full-day training programs.

全天会员培训无法使用"半天会员培训免费"券。

Member Ticket
Member Price RMB 3,650
Member Company Employee Ticket
Standard Price RMB 3,650
Non-Member Ticket
Standard Price RMB 4,650

Early Bird Tickets will stop selling on November 19.

Registration

  • All registrations shall be made online before the session. For full-day sessions, payment also shall be made before the session.
  • For half-day sessions, AmCham Shanghai members are eligible to attend free of charge with Training Credit*; AmCham Shanghai members without Training Credit are eligible to attend at "Member Rate"; Employees who work at AmCham Shanghai member companies are eligible to attend at "Employee Rate".
  • For full-day sessions, AmCham Shanghai members are eligible to attend at "Member Rate"; Employees who work at AmCham Shanghai member companies are eligible to attend at "Employee Rate"; Non-members are eligible to attend at "Non-Member Rate".
  • Limited spaces are available and attendance will be given on a first-come, first-served basis.
  • Members please bring your membership card and non-members bring your business card upon check-in at the training session.
Walk-in and Cancellation Policy
  • This session requires confirmation of attendance in advance. If you attend this session without prior registration, you will be charged an RMB50 "walk-in" fee as member and RMB100 as employee.
  • Cancellation: If you need to cancel your registration for a half-day session, please notify David Ma at (86 21) 6169 3016 or email david.ma@amcham-shanghai.org no less than 24 hours in advance. If you need to cancel your registration for a full-day session, please notify David Ma at least two weeks prior to the session for a full refund. Cancellation made within two weeks before the session will not be refundable.
  • To ensure that you have a seat, please come to the session on time. Open seats will be released to other guests 15 minutes after the session starts.

Venue

AmCham Shanghai Conference Center (Xintiandi)

27F, Infinitus Tower

No.168 Hubin Road, Huangpu District
新天地湖滨路168号无限极大厦27楼
Shanghai, China

If you have any questions please contact David Ma

Contact Organizer

Show on map