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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

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.

Program Details

Online Seminars All online seminars are hosted in real-time via. Zoom. Be prepared to participate with your class in discussion with your instructor. If you have not used Zoom or would like to learn more, please visit Getting Started with Zoom.

Scheduling All online seminars will be held across two-consecutive days from either 8:30-12:00 or 1:00-4:00 CST. 

Pre-Course Communication Once registration is completed, you will be emailed a confirmation of enrollment. Two weeks before the session, you will receive an email with login details and additional details including any pre-work assignments (such as short readings or videos that instructors may ask you to complete prior to the session).

Course Recording Each online seminar is recorded and you will be given online access to these recordings. By attending the event, you are giving the Bloch School of Management permission to use your image should we create promotional or instructional material from the recorded session.

Cancellation & Transfer Policy Seminar participants (or their organizational representative) should call or email Bloch Executive Education in order to change or cancel registrations. Cancellations made prior to 7 days from the seminar date are eligible for credit towards a future seminar, but are ineligible for refund. Credit for future seminar is valid through the following seminar year. Seminar registrations may be transferred from one individual to another up to t7 days before any elected seminar. Cancellations made within 7 days from the seminar date are non-transferable and non-refundable. Bloch Executive Education reserves the right to make changes to the cancellation policy and transfer policy. The current policies will be posted on our website and will be observed regardless of previous policies or standards. “No-shows” are non-refundable and non-transferrable.

Available Discount Programs

UMKC and Bloch Executive Education Alumni, Kansas City Regional Association of REALTORS members, CX Central Exchange members, Saint Luke’s Health System employees, Heartland Black Chamber of Commerce members – you qualify for discounted seminar registration.

If any of the above categories apply to you, please contact us at umkcexeced@umkc.edu or 816-235-2892 to take advantage of discounted rates.