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This course aims to provide non-financial professionals with the most basic financial knowledge literacy. This course presents a comprehensive and holistic view of the financial discipline from the external perspective of a non-financial person. What problems does finance solve? What is the most powerful part of financial thinking? After understanding the limitations of financial information, each functional department can be more flexibly embedded in the efficient cooperation with the financial department, from the commercial terms of daily transactions to the control of budget processes, and even the ownership role of efficient resources management. With one additional financial "eye" to look at the business world, one gains more profound insight into operation excellence.


该课程旨在给非财务专业人员提供最基本的财务知识素养。这门课以一个非财务人员的外部视角呈现财务这门学科的一个全面立体的大局观，财务到底解决什么问题？财务思维最强大之处在哪里？在理解财务信息的局限性之后，每个职能部门可以更加灵活自如地嵌入到与财务部门的高效合作之中，从日常交易的商业条款到预算流程的把控，乃至降本增效的主客体关系把握。多一只财务的"眼"看待商业世界，多一份资源配置效用的深刻洞见。

Course Objective / 课程目标

  • Help participants understand the process of financial information processing and its limiting assumptions.
  • Understand the three fundamental financial statements.
  • Learn to improve the output efficiency of each department from the perspective of resource utility.


  • 帮助参与者了解财务信息加工的过程及其局限假设
  • 了解财务最核心的3张报表解读与理解
  • 学会用资源效用的视角提升各个部门的产出效能

Course Outline / 培训大纲

Module 1: Financial Information Framework

  • The Relationship between Accounting, Finance and Economics
  • Financial Information Framework and Annual Reports of Listed Companies
  • Financial Standards and Accounting Assumptions
  • Case Discussion

模块一：财务信息框架

  • 财务、金融、经济学的关系
  • 财务信息框架与上市公司年报
  • 财务准则与会计假设
  • 案例讨论

Module 2: Three Financial Statements

  • Balance Sheet
  • Profit and Loss Statement
  • Cash Flow Statement
  • Case Discussion

模块二：3张财务报表

  • 资产负债表
  • 盈亏利润表
  • 现金流量表
  • 案例讨论

Module 3: Financial Management Thinking

  • Cost and Expense Control
  • Financial Thinking behind Budget Management
  • Five Financial Ratios of Resource Management
  • Case Discussion

模块三：财务管理思维

  • 成本与费用管控
  • 预算管理背后的财务思维
  • 资源管理的5大财务比率
  • 案例讨论

Who Should Attend? / 适合人群

This course is suitable for non-financial professionals at all levels.


此课程适合于各个层级的非财务专业人士。

Speakers

  • Jimmy Qian (Senior Executive/Trainer/Corporate Coach/Seasoned Finance Professional)

    Jimmy Qian

    Senior Executive/Trainer/Corporate Coach/Seasoned Finance Professional

    Jimmy, as migrated Singaporean born & grew up in China before age of 30, is a native Chinese immersed in Chinese culture and business practices in his initial careers serving State-owned Enterprises (SOE), Sino-Japanese JV. Upon post-undergraduate MBA in Singapore, Jimmy joined a few renowned MNCs like Hewlett-Packard and SIEMENS in Singapore, whereby Jimmy took the fast track to grow from finance analyst to regional CFO in China. Jimmy has been around with work-study experiences in USA, Germany, Singapore and China. On 2005 Jimmy took the mission to act as one of Infineon’s Cultural Ambassadors to cascade corporate values to regional sites to ensure smooth strategy deployment by overcoming cross-cultural hurdles. Ever since, Jimmy has been committed to various inhouse and external trainings in cross-cultural awareness for American and German companies.

    Jimmy has been devoting his passion to training, coaching and talent development programs since his initial engagement with 7 Habits of Highly Effective People course certification in 2001 and practical training deliveries thereafter. Jimmy has been certified with a few other courses in the fields of leadership, High Performance Team, Change Management, Workshop Facilitation and Executive Coach under ICF association.

    Jimmy recently switched his role from global CFO of American Printed Circuit Board giant MFLEX, to pursue his passion in people development training and coaching. In the past 20 years Jimmy has served clients like 3M, Abott, Emerson, Knowles, Infineon Technologies, Bosch, Continental and many others, covering wide range of industries in semiconductor, manufacturing, automotive, consumer goods and service industries.

    Jimmy’s book on young professional career development is well received in mainland China and Taiwan markets.

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    - “自严自语”公众号，500+篇原创管理与财务文章
    - 樊登读书会“一书一堂”线上APP讲师

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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

AmCham Shanghai membership cardholder

Member Price RMB 2,950
Member Company Employee Ticket
Standard Price RMB 2,950
Group Ticket

Three or more attendees from the same member company, 2650 RMB each

Standard Price RMB 2,650
Non-Member Ticket
Standard Price RMB 4,250

Cancellation Policy

  • Cancellation: If you need to cancel your registration, please notify Cynthia Xia at (86 21) 6169 3016 or email Cynthia.Xia@amcham-shanghai.org.
  • Cancellation within 3-working days before the training, 80% ticket fee will be charged.
  • Cancellation within 7-working days before the training, 50% ticket fee will be charged.
  • 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

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 Cynthia Xia

Contact Organizer

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