American Management Association Seminars

See all American Management Association Seminars for Administrative Professionals

Fundamentals of Finance and Accounting for Administrative Professionals

Seminar No: 02518 -XNBB
CEU Credits: 1.8
Length: 3 days

You know your boss is counting on you to help in these challenging times

That means you must understand the financial aspects of the business and ensure budgets and expenses stay on track.

Secretaries who need to understand financial jargon and the basics of finance to meet the responsibilities of their job.

How You Will Benefit:

  • Understand accounting language, key terms, and financial definitions
  • Understand financial statement analysis and balance sheet analysis
  • Study annual reports to determine your company's overall condition
  • Gain familiarity with the accounting process
  • Assist your manager with the ability to make bottom-line decisions with the working knowledge of the numbers end of business
  • Dramatically expand your professional expertise…and open up new career possibilities for yourself

What You Will Cover:

  • Learning different methods of cash flow
  • Understanding basic accounting principles
  • Double-entry accounting
  • The annual report and the auditor’s role
  • Budgeting
  • Evaluating a company’s financial statements Note: Please bring a calculator and a copy of your annual report (if available).

Extended/Detailed Seminar Outline

Learning Objectives

  • Understand Account Language, Key Terms and Financial Definitions
  • Understand Financial Statement Analysis and Balance Sheet Analysis
  • Study Annual Reports to Determine Your Company’s Overall Condition
  • Gain Familiarity with the Accounting Process
Basic Account Principles
  • The Purpose of Accounting
  • The Three Branches of Accounting
  • Who Makes the Rules?
  • Generally Accepted Key Accounting Principles
  • Cash Basis Accounting vs. Accrual Basis
The Four Key Financial Statements
  • The Income Statement
  • The Balance Sheet
  • The Statement of Retained Earnings
  • Exercise in Preparation of Financial Statements
  • The Statement of Cash Flow
  • Exercise in Preparation of Cash Flow Statement
Double-Entry Accounting
  • The Five Types of Accounts
  • Debits and Credits
  • Double-Entry Accounting in Practice
  • Zappo Exterminators, Inc.-A Case Study
  • The Ledger
  • The Journal
  • Computerized Accounting Systems
The Auditor’s Role: The Annual Report
  • The Different Types of Audits
  • Services Auditors Provide
  • The Annual Report
  • The Footnotes
Evaluating a Company’s Financial Statements
  • Overall Considerations
  • Using Financial Ratios
  • Liquidity
  • Leverage
  • Profitability
  • Key Financial Ratios
Financing the Business
  • Short-Term Financing
  • Long-Term Debt Financing
  • Equity Financing
  • Differences between Debt and Equity Financing
Budgeting Fundamentals
  • Basic Budgeting Concepts
  • The Budgeting Process
  • Zero Base Budgeting
  • Contingency Budgeting
  • Profit Centers and Cost Centers
  • Variance Analysis
  • Budgeting Exercise

Start and End times: first day - 8:30am-5pm, all other days 9am-5pm unless otherwise specified. Your registration confirmation notice will confirm the hotel/conference center for the seminar for which you registered. The information included on this page is all the information available on this seminar. Please use form below to register only. To request information that is not included above please send an email to . Remember to specify the complete seminar number about which you are requesting information.

For information about bringing a course to your site please call 919-480-2550 or email the registry at .

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** Online Registration & Fee Information ** Please use form below to register only. To request information that is not included above please send an email to . Remember to specify the complete seminar number about which you are requesting information.

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Note: Prices are subject to change without notice. To confirm the price of your session, select the session above and click “Send”. Discounts apply for groups of three or more people. Call for details. Federal government employees are eligible for special GSA pricing for many seminars.

AMA's main conference centers
Seminars scheduled for the cities below are held at the locations listed below. For location information for other cities in which AMA seminars are held please call or email for information.

New York
AMA executive Conference Center
1601 Broadway New York, NY 10019
American Management Association (Located in the same building as the Crowne Plaza Hotel) 1601 Broadway On Broadway and 48th Street near Times Square. Entrance is on 48th Street.

AMA executive Conference Center (adjacent to the Marroitt O'Hare)
8655 west higgins rd
Chicago, IL 60631

San Francisco
AMA executive Conference Center is located in San Francisco Marriott Hotel
55 Fourth Street 2nd Level
San Francisco, CA 94103

AMA Executive Conference Center
Address: 1170 Peachtree Street Ne Cnr Peachtree & 14th (3rd Flr)
City, State, Zip: Atlanta, GA 30309

Washington, DC
Arlington, Virginia
2345 Crystal Drive, Suite 200
Arlington, VA 22202

If you are not paying via credit card, you will receive an invoice with payment instructions.

Cancellation Policy:
If you cannot attend a seminar you can contact AMA in advance to transfer to a future session, or you can send someone to take your place. If you need to cancel your attendance, AMA will give you a complete refund if you cancel more than three weeks before your seminar begins. To cancel, simply email us at . If you cancel with less than three weeks’ advance notice, you will be liable for the entire seminar fee. Once your payment has been received, you may request a courtesy transfer to use at any future AMA seminar of equal or lesser length. The courtesy transfer must be used within one year of the date of your originally scheduled seminar. In fairness to all attendees, if you do not attend a seminar session for which you are confirmed and do not contact AMA to cancel in advance, you will be charged the entire seminar fee.

AMA grants courtesy transfers to people who cannot attend their scheduled sessions. You can use a courtesy transfer for any seminar of equal or lesser length than the original seminar. You must use your courtesy transfer within one year of the date of your originally scheduled seminar.

AMA guarantees the quality of our seminars. If, for any reason, you are not satisfied with a seminar for which you have paid, AMA will give you credit toward another seminar of comparable price or will refund your fee.

You can also register by emailing your registration information to us at or calling us at 919-480-2550.

For additional information and schedules call 919-847-0331.

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