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Course Introduction:


The course will provide business managers with the fundamental concepts of accounting and finance management, so that they can handle day-to-day finance-related problems in a professional way. Furthermore, this course will help managers improve their performance by monitoring key figures and ratios in financial statements.


Course Objectives:


At the end of the program, participants will be able to:

  • Understand the "Fundamental Accounting Concepts" and how the application of these concepts impact on the essence of business financial reporting.
  • 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.
  • participants will gain insights and skill to read and interpret financial statements in order to understand the financial condition of a business enterprise.


课程简介


提升管理人员对基本财务知识和概念的掌握,学会看财务报表并对其关键的数据进行研读。通过通俗易懂直观的经济活动和财务报表,案例和上市公司报表分析,使学员对企业经营流程加深理解,并活学活用所学财务知识。


课程目标


在课程结束时,学员将能够:

  • 理解"基本会计概念",以及这些概念是如何影响企业财务报告。
  • 了解这3个关键财务报表(即资产负债表,损益表和现金流量表)的重要性、局限性和相互关系。
  • 学员将获得阅读和解释财务报表的洞察力和技能,以便了解和评估企业财务状况。

Session Outline

Course Outline:


The key topics to be covered in this program are:

  • Introduction of basic finance concepts

Introduce basic concepts that help the participants relate to what they have already known in daily life, to remove the "fear" mentality if they run across such terminologies for the first time.

  • Financial Statements

Understand the 3 statements of Balance Sheet, Income Statement and Cash Flow Statement.

  • Ratio Analysis

The four sets of rations that measure the performance of a company and department. Application of these ratios and analysis using benchmark figures.

  • Business decision making

Introduce cost accounting, including cost analysis and control and CVP analysis

  •  Budget making

The basic concepts in financial statements, the significance of using budgets and relationship between financial budgets and statements.



课程大纲:


本课程的主要内容包括:

  • 财务基本概念导入

介绍财务概念以使学员对财务有形象深刻的理解,并能联想到生活和工作中处处是财务,消除对财务的恐惧,培养亲切感

 

  • 财务报表

财务会计三大报表资产负债表、损益表和现金流量表的解读:包括基本结构、内在机制及相互之间的联系

 

  • 财务比率分析

衡量企业绩效的四组比率:获利能力比率、作业比率、流动资金比率杠杆比率。各组比率的公式表示及实际运算联系,如何解读这些比率以获知企业的经营状况

 

  • 经营决策分析

成本会计简介,包括成本分析和控制,以及量本利分析

 

  • 编制预算

财务报表的基本概念、使用预算的意义以及财务预算与报表的关系



Who Should Attend?

Participants:

This program should be useful for

  •    Business Mangers
  •    Sales and Marketing Personnel
  •    People Who Use Financial Statements
  •    People Who Need to Produce Budgets


参加者

  •    业务经理
  •    销售和市场人员
  •    使用财务报表的人员
  •    需要编制预算的人员

Speakers

  • Simon Chen

    Simon Chen

    复旦大学世界经济系学士、
    美国北卡来罗纳大学Kenan-Flagler商学院MBA

    专业领域
    Simon老师热爱培训,即使在18年授课以后,这让他始终保持激情和活力,在课堂中显而易见。在多年的实践基础上,他自创了“个人学习云”理念,主张培训师帮助学员建立更加高效、个性化和有趣的学习方式。

    Simon老师擅长针对管理层的一般管理、战略规划和财务类技能课程。同时他还擅长高管教练,和多位企业总监级高管保持多年的教练辅导关系,在帮助他们解决问题和取得高绩效方面取得了显著的效果。

    Simon老师在香港美国生活工作学习多年,经常去亚欧美各地出差旅游,积累了对当地文化的深入了解,尤其是在美国和印度文化方面。他是美国北卡大学中国校友会的创始人,经常去母校演讲。近几年他热衷于身心灵课程如萨提亚、催眠和NLP,并将其中强大的工具巧妙地融汇于课程中,取得了很好的效果。他同时保持大量阅读并勤于写作,将心得和资讯每日在社交媒体和个人公众号和学员分享,同时也组织了包括英语读书俱乐部等线上持续学习小组,和面对面的分享活动。

    Simon老师曾经在名列Financial Times全球第41位的交大国际MBA教授管理会计学10年(全英文授课),多次被学员评为最佳教授。他并且是德国商会、情境领导力、Peter Drucker 领导力课程、Wilson Learning多项课程, DISC by persolog, TIPS® by CMOE, Target Selection® by DDI,TKI®冲突管理模型等多项认证讲师。

    Simon老师曾担任著名的网大教育上海总经理兼市场经理三年,在此期间带领团队开拓了高端国外EMBA、网路学历教育和出国留学咨询的各项业务。此前,他曾在美国和上海担任包括埃森哲咨询公司在内的战略咨询项目经理负责韩国三星空调和现代汽车的中国市场进入项目。 1992至1996年间, 陈炜先生曾从事国际贸易工作,负责英国一家最大国际贸易公司的农业及工业产品的进出口贸易及销售。1996年他作为300名‘赴港专才’之一,去香港工作,任职一家大型制衣公司日本部项目经理。

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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。

Member Ticket

Early Bird stops on 9 September, 2021

Member Price RMB 3,650
Member Company Employee Ticket

Early Bird stops on 9 September, 2021

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

Registration

  • All registrations shall be made online before the session.
  • 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.
Walk-in and Cancellation Policy
  • 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

+86 61693016

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