Financial & Basic Accounting Principles for PM Training in San Jose, CA

Schedule

Thu Jan 25 2024 at 09:00 am to Thu Dec 26 2024 at 05:00 pm

UTC-08:00

Location

For venue details reach us at [email protected] | San Jose, CA

Advertisement
Our classroom and corporate training provides you the opportunity to interact with instructors and benefit from face-to-face instruction.
About this Event

Certificate: Course Completion Certificate

Language: English

Duration: 2 Days

Credits: 16

Course Delivery: Classroom/ Virtual Live/On-Site

Offers: Groups of 5 - 10 people 10% Discount | Groups of 11 - 20 people 15% Discount

Course Overview:

This course provides participants 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.

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

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

Prerequisites:

It is recommended that the participant has basic knowledge/understanding of project management foundations and principles.

Course Materials:

Students will receive a course manual with presentation slides and reference materials.

Examination:

There is no exam for this course.

Technical Requirements:

For eBooks:

Internet for downloading the eBook

Laptop, tablet, Smartphone, eReader (No Kindle)

Adobe DRM supported software (e.g. Digital Editions, Bluefire Reader)

eBook download and activation instructions

Agenda:

Introduction and Overview

  • Benefits of project management
  • Project contracting and procurement
  • Key terms
  • Financial cycles

Project Accounting and Financial Basics

  • 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

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

Measure, Control and Forecast - Financial and Profitability Measurements

  • Financial principles and common financial metrics
  • Review of purposes, measurements and sentiments

Applying Finance and Accounting Principles to Project Management (including a review of Earned Value Management)

  • Project cost estimates and forecasting
  • Measuring project performance
  • Project financial performance and profitability
  • Status reports
  • Earned value management

Recap



Event Photos

Public Speaking Training: According to a 1973 survey by the Sunday Times of London, 41% of people list public speaking as their biggest fear. Forget small spaces, darkness, and spiders, standing up in front of a crowd and talking is far more terrifying for most people. Through this workshop your participants will become more confident and relaxed in front of an audience which will translate into a successful speaking event.


Event Photos

Leading Effective Teams Training: This training based on leading teams will help you to develop anyone that leads a team or is involved in a leadership role. It is also useful for those that are about to embark on a position of leadership or need to develop their leadership skills.


Event Photos

Train the Trainer Training: Whether you are preparing to be a professional trainer, or you are someone who does a bit of training as a part of their job, you always want to be prepared. Your participants will understand that training is a process where skills, knowledge, and attitudes are applied in a unique way.


Event Photos

Presentation Skills Training: In a survey carried out amongst experienced, middle and senior executives, designed to determine the things that they feared most, public speaking came out as number one. Death was eighth on the list! So, most of us would rather die than stand up and present!


Event Photos

Practical Sales Skills Training: These practical sales skills training has been developed for salespeople or people who are required to sell as part of their role. This course is applicable for both people relatively new to sales as well as those who have a lot of experience as the content is flexible enough to adapt to suit the audience.


Event Photos

Conflict Management Training: Disagreements, differences of opinion and conflicting perspectives on key issues inevitably arise in any context where people are working together.

Research has shown that workplace conflicts can become highly destructive. Negative emotions may be stirred up, poisoning team morale, creating stress and destroying relationships.


Event Photos

Power Query and Power Pivot for Excel Training: Power BI (including Power Query & Power Pivot) are the biggest Excel news items in the last 10 years. They give Excel users the power to draw information out of multiple sources, link it together then perform calculations on it that can then be sliced & diced any way you want.


Event Photos

Essential Management Skills Training: Every day, managers solve difficult problems, turn organisations around, and achieve astonishing performance. To be successful, every organisation needs good managers.


Event Photos

Manager Management Training: With this course, you will be able to provide the skills, guidance, and empowerment to your team of managers. They will then be better suited in leading and motivating their team and thus produce fantastic results. To be a successful manager means having a wide range of skills. Through this workshop, you will be able to disperse your knowledge and experience throughout your leadership team.


Event Photos

Sales Presentation Mastery Training: Sales are the absolute most essential component of any business, and selling skills are the most highly valued skills in today’s business landscape. The world's fastest growing and most successful businesses have one thing in common: they have effective sales people that drive their business forward.


Event Photos

Time Management Virtual Live Training: Personal time management skills are essential for professional success in any workplace. Those able to successfully implement time management strategies are able to control their workload rather than spend each day in a frenzy of activity reacting to crisis after crisis - stress declines and personal productivity soars! These highly effective individuals are able to focus on the tasks with the greatest impact to them and their organization.


Event Photos

Internet Marketing Fundamentals Virtual Live Training: Marketing has changed dramatically over the last decade. Marketing is all about communicating, and the Internet has completely changed the way people communicate. The Internet is a marketer's dream come true, especially with social media, as you have a low-cost marketing tool that can reach a large audience.

Advertisement

Where is it happening?

For venue details reach us at [email protected], PH: +1 469 666 9332, San Jose, United States

Event Location & Nearby Stays:

Tickets

USD 1241.01 to USD 1344.71

Mangates

Host or Publisher Mangates

It's more fun with friends. Share with friends

Discover More Events in San Jose

Becky G - Casa Gomez Otro Capitulo
Thu Nov 21 2024 Becky G - Casa Gomez Otro Capitulo

SAP Center at San Jose

MUSIC
Becky G at SAP Center
Thu Nov 21 2024 at 08:00 pm Becky G at SAP Center

SAP Center

Becky G in San Jose
Thu Nov 21 2024 at 08:00 pm Becky G in San Jose

SAP Center At San Jose

San Jose Comedy Night
Thu Nov 21 2024 at 08:30 pm San Jose Comedy Night

Mosaic Restaurant and Ultra Lounge

COMEDY ENTERTAINMENT
Opera San Jose: La Boheme
Fri Nov 22 2024 at 07:30 am Opera San Jose: La Boheme

San Jose California

PERFORMANCES ENTERTAINMENT
Conflict Management Certification Bootcamp Course in San Jose, CA
Fri Nov 22 2024 at 09:00 am Conflict Management Certification Bootcamp Course in San Jose, CA

Regus

WORKSHOPS NONPROFIT
Fri Nov 22 2024 at 09:00 am Winter Reset: Field Support

Veggielution Community Farm

VOLUNTEERING
Nursery Workday (Medium to High Intensity)
Fri Nov 22 2024 at 09:00 am Nursery Workday (Medium to High Intensity)

Our City Forest Nursery and Training Center

NONPROFIT VOLUNTEERING
It's Your Turn: Starting Your Own Business After Corporate - San Jose
Tue Aug 09 2022 at 09:00 am It's Your Turn: Starting Your Own Business After Corporate - San Jose

San Jose

BUSINESS WORKSHOPS
Tea Meditation
Wed Oct 26 2022 at 05:00 pm Tea Meditation

Gold Forest Chan Meditation Center

MEDITATION HEALTH-WELLNESS
Afraid Of Public Speaking? FREE Virtual class to Banish Anxiety and Fears
Tue Dec 27 2022 at 12:00 pm Afraid Of Public Speaking? FREE Virtual class to Banish Anxiety and Fears

San Jose

PUBLIC-SPEAKING WORKSHOPS
Heart Centered Business Creation for Wellness Practitioners & Coaches
Wed Mar 01 2023 at 09:00 am Heart Centered Business Creation for Wellness Practitioners & Coaches

San Jose

HEALTH-WELLNESS WORKSHOPS
San Jose Bachata Nights - Bachata Dance, Bachata Classes, and Bachata Party
Sat Apr 08 2023 at 09:00 pm San Jose Bachata Nights - Bachata Dance, Bachata Classes, and Bachata Party

On One Studios

WORKSHOPS PARTIES
Overcome Dating Anxiety by Mastering Your Mind - Dating Confidence for Men
Mon Apr 24 2023 at 05:00 pm Overcome Dating Anxiety by Mastering Your Mind - Dating Confidence for Men

San Jose

WORKSHOPS ART
Bachata Thursdays: Bachata Dance Classes for Beginners!
Thu Jun 08 2023 at 09:15 pm Bachata Thursdays: Bachata Dance Classes for Beginners!

On One Studios

WORKSHOPS ART
Tue Jun 27 2023 at 09:00 am SCC CoC VI-SPDAT Training

2310 N First St suite 102 - TC1 and TC2, Charcot Training Center

WORKSHOPS CALENDAR
Improve Your Communication Skills - Free Workshop
Mon Sep 11 2023 at 07:00 pm Improve Your Communication Skills - Free Workshop

Church of Scientology Mission of San Jose

WORKSHOPS
USPS Job Application Help @ the USPS Hiring Center in SAN JOSE
Wed Sep 13 2023 at 09:00 am USPS Job Application Help @ the USPS Hiring Center in SAN JOSE

USPS Willow Glen Station

HOLIDAY WORKSHOPS
San Jose Home Seller Seminar
Sat Sep 23 2023 at 10:00 am San Jose Home Seller Seminar

Homeowner Experience Real Estate

WORKSHOPS

What's Happening Next in San Jose?

Discover San Jose Events