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Instructor: Bill Kay, Instructor for Bloch Executive Education

March 31, 2020 | 9:00am-4:00pm

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.

Are you an UMKC Alumni or KCRAR member?  You qualify for a discount!

Using and Understanding Financial Statements Includes:

  • The opportunity to work with a subject matter expert to hone your skills
  • Course materials
  • Event parking
  • A light breakfast, coffee, and lunch

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

Time, Location, Parking
All seminars are held in Bloch Executive Hall. Our address is 5108 Cherry Street, Kansas City, MO 64110. You will be mailed a parking pass for the day of your seminar a week prior to the session. Parking instructions will be included in the mailing.

Pre-Course Communication
Two weeks before the session, you will receive an email with details including any pre-work assignments (such as short readings or videos that instructors may ask you to complete prior to the session).

Meals
Light breakfast and coffee will be available at the beginning of the event and lunch will be provided.

Photo & Video Policy
By attending the event, you are giving the Bloch School of Management permission to use any photos, videos, or images captured on site for future promotional purposes.

Cancellation & Transfer Policy
Seminar participants (or their organizational representative) should call or email Bloch Executive 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 individual to another up to 7 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

Executive MBA Alumni Pricing
If you are a graduate of the Bloch Executive MBA (EMBA) program, you qualify for discounted seminar registration.

KCRAR Member Pricing
If you are an active member of the Kansas City Regional Association of REALTORS, you qualify for discounted seminar registration.

UMKC Alumni Pricing
If you are an alumnus of UMKC, you qualify for discounted seminar registration.

If any of the above discounts apply to you, please contact us at umkcexeced@umkc.edu or 816-235-2892 to register for seminars and take advantage of these discounted rates.