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  • Advanced Financial Decision Making

    Instructor: Nathan Mauck, Associate Professor at the Henry W. Bloch School of Management

    March 10-11, 2021 | 8:30am-12:00pm

    One of the big challenges in business is dealing with uncertainty. Learn the basic framework for how to make financially solid decisions that minimize risk and maximize return.

    Do you qualify for a discount? Available Discount Programs

    350

    Registration

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    Advanced Financial Decision Making Includes:

    • The opportunity to work online, in real-time, alongside a Bloch instructor and your peers
    • Course materials and recordings
    • Certificate of participation

    What You Will Learn

    The focus of this workshop is on managing for value. Real-world case studies will provide the opportunity to evaluate the financial implications of strategic decisions. You will practice framing an issue and then applying financial logic to make sound recommendations.

    Key Topics

    • Establish how investors and the market view value creation
    • Overview of the capital budgeting process
    • Estimate cash flows and cost of capital
    • Understand key investment criteria
    • Key financial performance measures: net present value, internal rate of return, return on equity, return on assets, and return on investment
    • Apply decision making framework to “go or no-go” scenarios
    • Learn how to manage payout policy
    • Decide between capital structure alternatives
    • Understand drivers of merger and acquisition success

    Who Should Attend

    This course is appropriate for managers of all backgrounds seeking coverage of advanced topics. Managers with a non-finance background may find that this course is best following our “Basic Accounting” and/or “Using and Understanding Financial Statements” courses.

    About the Instructor

    Nathan Mauck is an associate professor of finance at the Henry W. Bloch School of Management at the University of Missouri-Kansas City. He teaches financial management, advanced corporate finance, financial modeling, valuation/M&A, and international finance. His primary research interests include sovereign wealth funds, mergers and acquisitions, behavioral finance, real estate, corporate social responsibility, international, and corporate finance. Nathan received his Ph.D. in finance from Florida State University and his undergraduate degree in finance from Kansas State University.

  • Basics of Accounting: Finance for Non-Financial Managers

    Instructor: Bill Kay, Instructor for Bloch Executive Education

    January 7-8 , 2021 | 8:30am-12:00pm

    From recording the dollar impact of business decisions to the preparation of the resulting financial reports, gain an understanding of the accounting process. Come away with the ability to converse with the finance people intelligently and grasp the all-important numbers side of business. Become familiar with common accounting concepts and buzzwords used by accounting insiders, while also developing a baseline of financial understanding to clear up any confusion.

    Do you qualify for a discount? Available Discount Programs

    350

    Registration

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    Basics of Accounting: Finance for Non-Financial Managers Includes:

    • The opportunity to work online, in real-time, alongside a Bloch instructor and your peers
    • Course materials and recordings
    • Certificate of participation

    What You Will Learn

    In this workshop you will gain an understanding of the accounting process, from recording the dollar impact of business decisions to the preparation of the resulting financial reports. You will come away with the ability to converse with the finance people intelligently and grasp the all-important numbers side of business. This workshop will help you become familiar with common accounting concepts and buzzwords used by accounting insiders. You’ll develop a baseline of financial understanding and clear up any confusion between different kinds of financial statements and identify their purpose and relation to each other.

    Key Topics

    • The accounting equation and the relationship among its components
    • The basic accounting principles
    • The accounting process: journals and ledgers
    • How debits and credits work
    • How various business transactions affect financial statements
    • Cash accounting versus accrual basis accounting
    • The difference between accounting profit and cash flow
    • Retained Earnings: the bridge between the Income Statement and the Balance Sheet
    • Applying accounting conventions and guidelines
    • The purpose of and terminology associated with the key financial statements: Income Statement or Profit and Loss Statement (P&L), Balance Sheet, Statement of Retained Earnings, and Cash Flow Statement

    Who Should Attend

    This program is designed for both new managers of all backgrounds and established managers with non-finance backgrounds in every functional area of responsibility and in all industries.

    About the Instructor

    William Kay is an instructor for Bloch Executive Education, and owner of W. Kay & Associates, dedicated to helping organizations and individuals enhance their competitiveness, productivity, and technological performance. For the past 24 years, Bill has specialized in assisting businesses in the quest to improve performance in the areas of strategic planning, finance and accounting, project management, marketing, sales and sales management, and team building following the accelerated learning model for adult learning. Bill’s professional experience includes over 20 years as CEO and owner of a major manufacturing company and the past 24 years helping major Fortune 500 companies and universities with organizational development and training. Bill holds an M.B.A. in Finance and Marketing from the University of Missouri, Columbia, and a B.S. in Business Administration from the University of Arizona, Tucson.

  • The Bloch Executive Series Leadership Track is designed to allow you to focus on building the skills and competencies that will help you shape your personal and professional development. Choose to enroll in any four of our online Executive Seminars and upon completion, you will be awarded the non-degree, Leadership Certificate.

    1200

    Registration

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    Bloch Executive Series Leadership Track Includes:

    • The opportunity to learn and work, in real-time, alongside your peers and course instructors from across our Bloch community
    • Access to online course materials, recordings and additional Bloch leadership development offerings
    • Official recognition of completion from the Henry W. Bloch School of Management at UMKC
  • The Bloch Financial Management Certificate is designed for professionals who are interested in understanding the role of financial management and strategy in today’s business operations. We understand that many professionals have some experience working with financials but may not be financial managers. At Bloch, we believe that you can benefit by taking the time to explore financial topics with a seasoned instructor. By learning the language, tools, and decision-making processes that tie into financial strategy, we can help you grow as a leader with the knowledge of business finance and acumen.

    Participants with financial experience, as well as those coming from non-financial management backgrounds, are welcome to take part in the Financial Management Certificate.

    1600

    Registration

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    Bloch Financial Management Certificate Includes:

    • The opportunity to work with subject matter experts to grow your financial makagement skills during four (4) Bloch Executive Series seminars
    • Access to course materials and recordings
    • Official recognition of completion from the Henry W. Bloch School of Management at UMKC

    Key Topics

    By completing four Bloch Executive Series seminars, including at least three from the list below, you’ll earn a non-degree certificate in Financial Management.

    • Basic Accounting
    • Using and Understanding Financial Statements
    • Budgeting
    • Advanced Financial Decision Making
    • Communicating Financial Goals and Performance
    • Firm Valuation and Mergers and Acquisitions
  • Budgeting

    Instructor: Bill Kay, Instructor for Bloch Executive Education

    December 3-4, 2020 | 8:30am-12:00pm

    Being responsible for budgeting means you’re playing a vital role in your organization’s future. Your budget enables you to pinpoint critical variables that impact profit so your company can successfully pursue business goals and create value. Learn how to work with, develop, and present budgets aligned with business strategic goals.

    Do you qualify for a discount? Available Discount Programs

    350

    Registration

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    Budgeting Includes:

    • The opportunity to work online, in real-time, alongside a Bloch instructor and your peers
    • Course materials and recordings
    • Certificate of participation

    What You Will Learn

    In this workshop, you will learn how to work with, develop, and present budgets aligned with business strategic goals. Working in groups, you’ll gather the information you need to construct and analyze operating budgets. You’ll practice evaluating and revising your budget to increase its chances of acceptance. This is your opportunity to gain the tools and insights to craft the budget your company needs to overcome obstacles and achieve success.

    Key Topics

    • Understand the definition, purpose, and components of a budget
    • Overview of the planning and budgeting process
    • Accurately develop an operating budget based on forecasted sales, revenues, and costs
    • Work with a well-planned budget that clearly highlights crucial variables that impact profit
    • Know the line items on the income statement, including their metrics and interdependencies
    • Define and analyze variances so you can quickly implement changes to meet your company’s financial objectives
    • Develop and present a well-thought-out budget that will get buy-in
    • Keep your plan on target with budgetary controls
    • Learn the difference between operating budget vs. capital budget
    • Address issues and challenges when dealing with assumptions and targets
    • Organize and deliver your operating budget for feedback and final approval
    • Obtain tips, guidelines, and recommendations for developing and presenting your budget
    • Know exactly which variances to address to plan for next year’s budget

    Who Should Attend

    Managers and anyone with budget responsibilities who are interested in developing or improving their budget planning skills.

    About the Instructor

    William Kay is an instructor for Bloch Executive Education, and owner of W. Kay & Associates, dedicated to helping organizations and individuals enhance their competitiveness, productivity, and technological performance. For the past 24 years, Bill has specialized in assisting businesses in the quest to improve performance in the areas of strategic planning, finance and accounting, project management, marketing, sales and sales management, and team building following the accelerated learning model for adult learning. Bill’s professional experience includes over 20 years as CEO and owner of a major manufacturing company and the past 24 years helping major Fortune 500 companies and universities with organizational development and training. Bill holds an M.B.A. in Finance and Marketing from the University of Missouri, Columbia, and a B.S. in Business Administration from the University of Arizona, Tucson.

  • Communicating Financial Goals and Performance

    Instructor: Nathan Mauck, Associate Professor at the Henry W. Bloch School of Management

    February 3-4, 2021 | 8:30am-12:00pm

    Ideas that require firm resources also require evidence that benefits outweigh the costs. Learn and apply best practices for making a business case for projects and strategies.

    Do you qualify for a discount? Available Discount Programs

    350

    Registration

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    Communicating Financial Goals and Performance Includes:

    • The opportunity to work online, in real-time, alongside a Bloch instructor and your peers
    • Course materials and recordings
    • Certificate of participation

    What You Will Learn

    This workshop will utilize real-world cases to provide you with the opportunity to apply key communication strategies to move your ideas forward. This is an opportunity to develop your ability to interact with internal and external audiences with a focus on financial implications of strategic decisions.

    Key Topics

    • Understand “CFO speak” including terminology and financial performance metrics related to: profitability, growth, impact of project financing, risk, cost and benefits, and creating shareholder or owner value
    • Convert functional area jargon into the language of finance
    • The role of financial projections in decision making
    • Using your business case to influence others
    • Identifying drivers of success and risk
    • Financial models that support the business case
    • Conducting sensitivity analysis and what-if analysis
    • Demonstrating alignment of strategic and financial goals
    • Anticipating and dealing with pushback
    • Presenting key decision points in a concise manner

    Who Should Attend

    Managers of all backgrounds who seek improved skills to articulate financial goals and describe performance to non-financial audiences. Managers with a non-finance background who want to learn finance jargon and “CFO speak.”

    About the Instructor

    Nathan Mauck is an associate professor of finance at the Henry W. Bloch School of Management at the University of Missouri-Kansas City. He teaches financial management, advanced corporate finance, financial modeling, valuation/M&A, and international finance. His primary research interests include sovereign wealth funds, mergers and acquisitions, behavioral finance, real estate, corporate social responsibility, international, and corporate finance. Nathan received his Ph.D. in finance from Florida State University and his undergraduate degree in finance from Kansas State University.

  • Firm Valuation & Mergers and Acquisitions

    Instructor: Nathan Mauck, Associate Professor at the Henry W. Bloch School of Management

    January 12-13, 2020 | 8:30am-12:00pm

    Managers often reference “creating value” for their firms, owners, or shareholders. But how do we really create and measure value?

    Do you qualify for a discount? Available Discount Programs

    320

    Registration

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    Firm Valuation & Mergers and Acquisitions Includes:

    • The opportunity to work online, in real-time, alongside a Bloch instructor and your peers
    • Course materials and recordings
    • Certificate of participation

    What You Will Learn

    This course focuses on the drivers of value creation. A blend of lecture and hands-on applied case studies will be used to develop practical strategies to add value to your business. You will have the opportunity to identify the value consequences of strategic decisions.

    Key Topics

    • Define firm value from the perspective of owners and shareholders
    • Understand common valuation techniques
    • Apply a high level discounted cash flow model to a real firm
    • Valuation multiples
    • Discount rates and cost of capital
    • Use real firms and cases to identify key drivers of value including: sustainable competitive advantage, organic and inorganic growth, cost control, risk reduction, cash flow generation
    • Apply valuation techniques to identify financial consequences of decision making
    • Valuation in the context of mergers and acquisitions
    • Establish the link between strategic initiatives and value

    Who Should Attend

    This course is appropriate for managers of all backgrounds with an interest in how value is created. Managers with a non-finance background may find that this course is best following our “Basic Accounting” and/or “Using and Understanding Financial Statements” courses.

    About the Instructor

    Nathan Mauck is an associate professor of finance at the Henry W. Bloch School of Management at the University of Missouri-Kansas City. He teaches financial management, advanced corporate finance, financial modeling, valuation/M&A, and international finance. His primary research interests include sovereign wealth funds, mergers and acquisitions, behavioral finance, real estate, corporate social responsibility, international, and corporate finance. Nathan received his Ph.D. in finance from Florida State University and his undergraduate degree in finance from Kansas State University.

  • Using and Understanding Financial Statements

    Instructor: Bill Kay, Instructor for Bloch Executive Education

    November 12-13, 2020 | 8:30am-12:00pm

    From accruals to write-offs, receivables and payables, learn the concepts, tools, and techniques that can help make decisions pay off both on the job and on the bottom line. Gain a greater confidence and a working knowledge of the key business financials statements. Learn how to “think finance” and translate performance in financial terms.

    Do you qualify for a discount? Available Discount Programs

    350

    Registration

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    Using and Understanding Financial Statements Includes:

    • The opportunity to work online, in real-time, alongside a Bloch instructor and your peers
    • Course materials and recordings
    • Certificate of participation

    What You Will Learn

    This workshop covers the financial skills that are fundamental for any managerial position. From accruals to write-offs, receivables and payables, this workshop covers the concepts, tools, and techniques that can help make decisions pay off both on the job and on the bottom line. You will gain a greater confidence and a working knowledge of the key business financials statements. Learn how to “think finance” and translate performance in financial terms.

    Key Topics

    • The key Financial Statements and how they tie together
    • Key Finance Terms: Assets, Liabilities, Capital, Depreciation, Current Ratio, and others
    • Master the mind-set: see business in terms of dollars-and-cents decision options that pay off, short and long-term
    • Develop working rules regarding your corporate financial statements
    • Use the balance sheet to examine assets and liabilities
    • Analyze the income statement to assess revenues and expenses
    • The statement of cash flow: sources and uses of funds
    • Content and format of the annual report
    • Understand the importance of footnotes in financial reports
    • Debt vs. Equity financing
    • How leverage can increase return to shareholders
    • Use profit-planning tools, break-even analysis, financial forecasting
    • Importance of Cash Flow: where cash comes from and how it’s applied
    • Criteria for examining the performance of divisions and product lines
    • Understand the cost of capital

    Who Should Attend

    This program is designed for non-financial managers in every functional area of responsibility in all industries.

    About the Instructor

    William Kay is an instructor for Bloch Executive Education, and owner of W. Kay & Associates, dedicated to helping organizations and individuals enhance their competitiveness, productivity, and technological performance. For the past 24 years, Bill has specialized in assisting businesses in the quest to improve performance in the areas of strategic planning, finance and accounting, project management, marketing, sales and sales management, and team building following the accelerated learning model for adult learning. Bill’s professional experience includes over 20 years as CEO and owner of a major manufacturing company and the past 24 years helping major Fortune 500 companies and universities with organizational development and training. Bill holds an M.B.A. in Finance and Marketing from the University of Missouri, Columbia, and a B.S. in Business Administration from the University of Arizona, Tucson.

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