Financial Acumen for Project Managers : 2 - Day Workshop |Surrey, BC

Schedule

Tue, 21 Apr, 2026 at 09:00 am to Fri, 18 Sep, 2026 at 05:00 pm

UTC-07:00

Location

Regus | Surrey, BC

Advertisement
This two-day workshop provides information and tools to manage financial management, corporate finance, and basic accounting principles.
About this Event

Group Discounts:

  • Save 10% when registering 3 or more participants
  • Save 15% when registering 10 or more participants

About This Course

Duration: 2 Days (9:00 AM – 5:00 PM)
Delivery Mode: Classroom / In-Person Workshop
Language: English
Credits: 16 PDUs / Training Hours
Certification: Course Completion Certificate Provided
Refreshments: Lunch, tea/coffee, and snacks included

Course Overview

This two-day workshop provides you with information and tools on how to get a better handle on the important area of financial management. The course addresses finance-related concepts and techniques to effectively manage projects and programs. The course also provides understanding about corporate finance and basic accounting principles. The course covers techniques related to project reporting and decision making, as well as financial indicators and corporate financial reports.

Learning Objectives

At the end of this course, you will be able to:
● Articulate to stakeholders the financial status of the project
● Explain aspects of corporate accounting
● Gain focus on and maintain control over project estimates, profitability and performance
● Show the connection between corporate finances and the impact on projects
● Analyze the financial aspects of projects
● Make informed decision with respect to pricing, contract, progress and project risks
● Use financial information within a project environment to predict/influence final results
● Recognize the project manager’s financial responsibilities

Target Audience

● Project Managers
● Project practitioners
● Individuals taking part in managing budgets
● Individuals who seek to improve their knowledge in basic accounting and financial concepts

Why choose this course?

This two-day workshop provides information and tools to manage the important area of financial management while addressing finance-related concepts and techniques to effectively manage projects and programs. It also provides understanding about corporate finance and basic accounting principles, covering techniques related to project reporting, decision making, financial indicators, and corporate financial reports.

©2025 Catils. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.


Want to train your entire team together?

This course is available as a two-day workshop delivered through Classroom, Virtual, or On-site formats to support team-based learning.

📧 Contact us today to schedule a customized in-house, face-to-face session: [email protected]


Event Photos
Event Photos
Event Photos
Event Photos
Event Photos
Agenda
Introduction and Overview

Info: ● Benefits of project management
● Project contracting and procurement
● Key terms
● Financial cycles


Project Accounting and Financial Basics

Info: ● Determine project’s financial needs
● Roles and responsibilities
● Financial statements and balance sheets
● Income statement, revenues and expenses
● Cash flow statement
● Basic accounting
● Depreciation


Financial Justification and the Project Business Case

Info: ● Portfolio management: aligning strategy and projects
● Project decision points and gating
● The project business case


Measure, Control and Forecast – Financial and Profitability Measurements

Info: ● Financial principles and common financial metrics
● Review of purposes, measurements and sentiments


Applying Finance and Accounting Principles to Project Management (including a

Info: ● Project cost estimates and forecasting
● Measuring project performance
● Project financial performance and profitability
● Status reports
● Earned value management


Advertisement

Where is it happening?

Regus, 7404 King George Boulevard, Surrey, Canada

Event Location & Nearby Stays:

Tickets

CAD 1210.17 to CAD 1551.72

Icon
Know what’s Happening Next — before everyone else does.
Catils_inc

Host or Publisher Catils_inc

Ask AI if this event suits you:

Discover More Events in Surrey

Mother's Day Appreciation Night
Fri, 29 May at 06:00 pm Mother's Day Appreciation Night

11387 128 St, Surrey, BC V3R 2W8, Surrey, BC, Canada, British Columbia V3R 2W8

CALENDAR
\u2764\ufe0fTOTALLY TOM PETTY SHOW from VEGAS | LEGION BRANCH CLUB 240 | WHITE ROCK
Fri, 29 May at 07:30 pm ❤️TOTALLY TOM PETTY SHOW from VEGAS | LEGION BRANCH CLUB 240 | WHITE ROCK

Royal Canadian Legion Branch 240

FITNESS ENTERTAINMENT
That St\u00f6ned Electric Night
Fri, 29 May at 08:00 pm That Stöned Electric Night

The Brownsville

MUSIC ENTERTAINMENT
Home Game vs Delta
Fri, 29 May at 08:00 pm Home Game vs Delta

Cloverdale Arena

CASA DEL RITMO AND LA CLAVE ORCHESTRA @ MOJITOS PUB
Fri, 29 May at 09:00 pm CASA DEL RITMO AND LA CLAVE ORCHESTRA @ MOJITOS PUB

12411 King George Blvd

FITNESS ENTERTAINMENT
B-Villes Finest
Sat, 30 May at 07:30 am B-Villes Finest

The Brownsville Pub

Surrey Garage Sale
Sat, 30 May at 09:00 am Surrey Garage Sale

Surrey, British Columbia

KIDS ART
RECHARGE BREAKFAST MEETING
Sat, 30 May at 09:30 am RECHARGE BREAKFAST MEETING

North Surrey Sport & Ice Complex

MEETUPS SPORTS
White Rock - Women In Business Networking event
Thu, 11 Aug at 10:00 am White Rock - Women In Business Networking event

White Spot White Rock

BUSINESS RAVES
Canadian Job Search Strategies Workshop (In-person)
Tue, 28 Feb at 01:00 pm Canadian Job Search Strategies Workshop (In-person)

10362 King George Blvd

WORKSHOPS
Resume Lab  [In-person Workshop]
Wed, 13 Nov at 02:00 pm Resume Lab [In-person Workshop]

10362 King George Blvd

WORKSHOPS
PrepTalk Interview - Mock Interview Sessions [In-person Workshop]
Wed, 12 Feb at 02:00 pm PrepTalk Interview - Mock Interview Sessions [In-person Workshop]

10362 King George Blvd

WORKSHOPS
Speed Dating Event Tricks: Guide for Surrey Singles
Wed, 04 Jun at 06:00 pm Speed Dating Event Tricks: Guide for Surrey Singles

Surrey

SPEED-DATING WORKSHOPS
How to Attract Women - Dating guide for singles in Surrey
Sat, 21 Jun at 07:00 pm How to Attract Women - Dating guide for singles in Surrey

Surrey

WORKSHOPS
Awakening Through Trauma - The Workshop - Surrey
Sun, 13 Jul at 10:00 am Awakening Through Trauma - The Workshop - Surrey

Surrey

WORKSHOPS HEALTH-WELLNESS
Monthly Info Session - WorkBC Centre Surrey Cloverdale
Wed, 24 Sep at 12:00 pm Monthly Info Session - WorkBC Centre Surrey Cloverdale

WorkBC Centre Surrey Cloverdale

WORKSHOPS
Together Community Cafe at Roadhouse Grille
Wed, 05 Nov at 12:45 pm Together Community Cafe at Roadhouse Grille

The Roadhouse Grille

HEALTH-WELLNESS
Speed Dating Event Tricks: Guide for Surrey Singles
Sat, 15 Nov at 09:00 am Speed Dating Event Tricks: Guide for Surrey Singles

Surrey

SPEED-DATING WORKSHOPS
How to Attract Women - Dating guide for singles in Surrey
Sat, 15 Nov at 10:00 am How to Attract Women - Dating guide for singles in Surrey

Surrey

WORKSHOPS
Digital Marketing: Strategies in the Times of AI \u2014 For Marketers in Surrey
Sat, 15 Nov at 10:00 am Digital Marketing: Strategies in the Times of AI — For Marketers in Surrey

Surrey

DIGITAL-MARKETING BUSINESS

What's Happening Next in Surrey?

Discover Surrey Events