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Finance and Accounting for Office Administrators & Secretaries

ID  328

Finance and Accounting Training Courses

Course: Finance and Accounting for Office Administrators & Secretaries

San Francisco

Hotel Name
Hotel Meeting Room

07 Jun 2027 : 11 Jun  2027

25 Hours

Training Language : English

7450 USD

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Training Details

About

Training Methodology

Introduction

This seminar provides an introduction to finance and accounting for those who have no prior knowledge of this business area. It is designed to train the participants to support operational and financial processes. Those attending this seminar will gain a clear understanding of the essential terminology of finance and accounting. They will also learn the principles and techniques of accounting systems through practical examples and exercises.

The overall aim of the programem is to ensure that those who attend will be able to perform more effectively and efficiently within the workplace.

The highlights of this seminar will be:

  • The basic principles of accounting clearly explained

  • Knowledge and confidence in accounting for a range of business transactions will be developed by using straightforward worked examples

  • Simple but effective tools for analysing your business performance and position

  • Basic cost accounting principles that help to ensure your business is efficient and profitable

  • How and why the use of budgets can help to achieve overall business targets and objectives

 

Seminar Objectives

At the end of this seminar participants will:

  • Appreciate the importance of the accounting and finance function and how it links with every part of the organisation and its suppliers, customers, shareholders, lenders and society in general

  • Understand commonly used finance and accounting terminology, thereby allowing them to make a valuable contribution to the workplace in meetings or in a supportive role

  • Understand the principles of accounting for routine business transactions

  • Be able to summarise the results of business transactions over a period of time and prepare simple financial statements, including the Income Statement, Balance Sheet and Cash Flow Statement

  • Be able to analyse and compare company performance using basic ratios

  • Understand how costing and budgeting techniques can help the company to maintain efficiency and profitability

 

Training Methodology

This seminar is highly interactive: in the very first session you will be working with case exercises and solving problems. You will be encouraged to make the link between the training room and your office and organisation. The programme will utilise a range of learning methodologies, including short presentations with opportunity for question and answer, exercises and mini cases to develop knowledge and skills, and group discussions where you can share your opinions and experiences with your fellow delegates.

 

Organisational Impact

As a result of attending this seminar your employees will:

  • Be able to make more effective contributions to workplace meetings and discussions

  • Have the knowledge and skills to assist their managers more effectively

  • Appreciate the importance of finance within their organisation

  • Be motivated to use their acquired skills and knowledge to add value to their role within the organisation

  • Understand and be able to interpret basic financial statements and reports

  • Be more willing to take ownership of financial responsibilities in their organisational role

 

Personal Impact

What will the employee gain from attending this seminar?

  • You will acquire skills and knowledge that will help your personal development within the organisation

  • You will improve your working role

  • You will become more aware of the major issues facing your business

  • It will enable you to further your professional skills.

  • It will enable you to liaise effectively with line managers and other departments

  • It will improve your status in the organisation as those around you realise and appreciate your knowledge and understanding

 

Who Should Attend?

  • Secretaries

  • Office administrators

  • Personal assistants, and executive assistants

  • Administrative professionals and support staff

  • Anyone wishing to increase or update their awareness and understanding of finance and accounting methods and terminology

 

Programme Outline

Day 1 – Introduction to Finance and Accounting

  • What is accounting?

  • What is finance?

  • What are the major sources of Long-term and Short-term finance?

  • What is Financial Accounting ?

  • What is Management Accounting?

  • Simple rules of double-entry bookkeeping that can be applied to all financial transactions

  • How to record the things you buy and the things you sell

  • How to record business payments and receipts

  • What is depreciation? – explanation of the various methods and their impact on profit

Day 2 – The Financial Statements

  • How to prepare basic financial statements – the Income Statement and the Balance Sheet

  • The key elements of financial statements defined and explained

  • How is profit calculated?

  • The difference between revenue & capital expenditure

  • Assets – current and non-current

  • Liabilities – current and non-current

  • The meaning of working capital

  • Company net worth

  • Profit or cash – what is the difference?

  • Published Annual Reports for stockholders

Day 3 – Basic Evaluation of Financial Statements

  • Why do we need to evaluate financial statements?

  • Who are the stakeholders and what are their information needs?

  • How to ‘common-size’ financial statements for ease of comparison

  • How to calculate accounting ratios

  • How to use ratio analysis to assess performance

  • Profitability ratios

  • Liquidity ratios Operating efficiency ratios

  • Gearing ratios

  • The Cash Flow Cycle and Working Capital

  • Valuing a company – Book Value versus Market Value

Day 4 – Introduction to costing systems

  • Collecting and analysing costs

  • Types of cost analysis: by type, by location, by behaviour, by purpose

  • What are overheads, and how should we analyse them?

  • What is the Cost of Production – Marginal and Total Costing explained

  • What is inventory, and how does it affect the cost of production?

  • Methods of valuing inventory – FIFO, LIFO, and AVCO explained Marginal Costing – how costs and profit vary with volume

  • How to measure the break-even point and the margin of safety

  • What-if Analysis

Day 5 – Budgets

  • Why do we need budgets? – the link between corporate strategy and operations at all levels of the organisation

  • The benefits & limitations of budgets

  • The key features of budgets

  • Types of budgets

  • Basic budget forecasting techniques

  • How to prepare a departmental budget

  • Comparing actual performance with the budget using variance analysis

  • Do budgets motivate or de-motivate?

Day 1 - Asset Cost Management Introduction

Maintenance & Reliability Best Practices are critical for every successful individual and company. This workshop delivers many practical and new Maintenance and Reliability Best Practices concepts and tools. You will discuss these concepts and practice using practical tools in case studies and discussion groups. The costs associated with equipment downtime and reduced production can be significant. Learning how to effectively manage all aspects of your industrial facility is a must.This workshop is a combination of instructor lead topic areas and class discussions. Interactive discussions will allow you to hear and learn best in class applications relating to maintenance planning and cost management strategies. You will have the opportunity to ask lots of questions in order to consider how best to apply these tools and techniques in your organization.

Day 2 - Laying the Groundwork

Maintenance & Reliability Best Practices are critical for every successful individual and company. This workshop delivers many practical and new Maintenance and Reliability Best Practices concepts and tools. You will discuss these concepts and practice using practical tools in case studies and discussion groups. The costs associated with equipment downtime and reduced production can be significant. Learning how to effectively manage all aspects of your industrial facility is a must.This workshop is a combination of instructor lead topic areas and class discussions. Interactive discussions will allow you to hear and learn best in class applications relating to maintenance planning and cost management strategies. You will have the opportunity to ask lots of questions in order to consider how best to apply these tools and techniques in your organization.

Day 3 - Applying the Value based Process

Maintenance & Reliability Best Practices are critical for every successful individual and company. This workshop delivers many practical and new Maintenance and Reliability Best Practices concepts and tools. You will discuss these concepts and practice using practical tools in case studies and discussion groups. The costs associated with equipment downtime and reduced production can be significant. Learning how to effectively manage all aspects of your industrial facility is a must.This workshop is a combination of instructor lead topic areas and class discussions. Interactive discussions will allow you to hear and learn best in class applications relating to maintenance planning and cost management strategies. You will have the opportunity to ask lots of questions in order to consider how best to apply these tools and techniques in your organization.

Day 4 - Ensuring the Continuity of the Value-based Process

Maintenance & Reliability Best Practices are critical for every successful individual and company. This workshop delivers many practical and new Maintenance and Reliability Best Practices concepts and tools. You will discuss these concepts and practice using practical tools in case studies and discussion groups. The costs associated with equipment downtime and reduced production can be significant. Learning how to effectively manage all aspects of your industrial facility is a must.This workshop is a combination of instructor lead topic areas and class discussions. Interactive discussions will allow you to hear and learn best in class applications relating to maintenance planning and cost management strategies. You will have the opportunity to ask lots of questions in order to consider how best to apply these tools and techniques in your organization.

The European Quality of Training and Management Consulting relies on advanced methodology in developing skills and enhancing the effectiveness of human resources. The company adopts modern methods to achieve these goals. In order to achieve its objectives, European Quality follows the following steps in a precise and professional manner:

  • Lectures and Visual Presentations:
    • ​ Theoretical lectures are presented through PowerPoint presentations, videos, and short films, providing a comprehensive and enjoyable learning experience.
  • Scientific Assessment:
    • Trainees are thoroughly assessed before and after the training program to ensure the desired objectives are achieved and to provide necessary guidance.
  • Brainstorming and Role-playing:
    • Innovation and problem-solving are encouraged through brainstorming sessions and role playing experiences.
  • Practical Cases:
    • Practical learning is emphasized through cases relevant to the subject matter and the nature of work for the trainees, contributing to the development of practical skills.
  • Final Evaluation and Certificates:
    • ​ A comprehensive assessment is conducted at the end of the program. Trainees are awarded attendance and participation certificates recognized by the European Quality Training and Management Consultancy , provided they have completed at least 80% of the program days.
  • Training Materials:
    • Professional trainers and experts in various fields create scientific and practical training materials, which are printed and retained, and distributed on CD or flash drives to ensure easy access to the content.
  • Post-Training Follow-up:
    • European Quality Training and Management Consultancy provides continuous support after the training program. This support includes additional consultancy sessions or workshops to ensure the continuity of learning and the application of acquired skills in the working environment.
  • Customized Training Programs:
    • Training programs are designed to meet the needs of individual companies and institutions. Client needs are carefully analyzed to ensure that the training content aligns with their specific objectives and achieves the desired impact.
  • Utilizing Technology:
    • Training incorporates modern techniques such as online platforms and distance learning to provide flexible and effective learning experiences. Participants can access educational resources online and engage in discussions and online workshops.
  • Specialized Trainers:
    • Trainers and lecturers are carefully selected to ensure they have high expertise in their fields. Experience and professionalism are added to the training to ensure the delivery of high-quality content and effective learning experiences.
  • Encouraging Participation:
    • ​ European Quality Training and Management Consultancy encourages active participation and interaction during training sessions. Interactive activities such as group discussions and collective exercises are organized to stimulate effective participation in the learning process.
  • Focus on Personal Transformation:
    • Participants are encouraged to think critically and develop problem-solving skills and decision making abilities. They are guided towards achieving personal and professional transformation, leading to improved performance in their work areas.
  • Continuous Assessment:
    • Continuous assessments are provided to evaluate participants performance and their understanding of the training materials. This assessment is used to modify the training program if necessary and ensure the desired results are achieved.
  • Terms and Conditions:
    • Terms and conditions apply to all training programs. It is assumed that registering for any training program implies the participants agreement to these terms, including registration, payment, and cancellation policies.
  • Prices and Discounts:
    • It is noted that the prices displayed on the website do not include a 5% value added tax. All prices are subject to discounts according to the companys policies.

European Quality Training and Management Consultancy of Training and Management Consulting reserves the right to change the location of the training program, change the accredited lecturers for program delivery, hold, or cancel the program in line with the companys vision and program conditions and our quality policy.

European Quality Training and Management Consultancy is certified

ISO 9001-2015

Course Options

Training other dates & Locations
98
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07 Sep 2026   :  11 Sep 2026
Boston
7450$
14 Sep 2026   :  18 Sep 2026
Roma
5450$
20 Sep 2026   :  24 Sep 2026
Dubai
3250$
21 Sep 2026   :  25 Sep 2026
Prague
5450$
27 Sep 2026   :  01 Oct 2026
Dubai
3250$
28 Sep 2026   :  02 Oct 2026
Dublin
5450$
04 Oct 2026   :  08 Oct 2026
Salalah
3450$
05 Oct 2026   :  09 Oct 2026
Athens
5450$
05 Oct 2026   :  09 Oct 2026
Kuala Lumpur
4450$
12 Oct 2026   :  16 Oct 2026
California
7450$
12 Oct 2026   :  16 Oct 2026
Washington
7450$
18 Oct 2026   :  22 Oct 2026
Cairo
2750$
18 Oct 2026   :  22 Oct 2026
Dubai
3250$
25 Oct 2026   :  29 Oct 2026
Dubai
3250$
26 Oct 2026   :  30 Oct 2026
London
5450$
26 Oct 2026   :  30 Oct 2026
Milan
5450$
01 Nov 2026   :  05 Nov 2026
Riyadh
3450$
02 Nov 2026   :  06 Nov 2026
Madrid
5450$
08 Nov 2026   :  12 Nov 2026
Kuwait
3650$
09 Nov 2026   :  13 Nov 2026
Beijing
6450$
09 Nov 2026   :  13 Nov 2026
Cyprus (Larnaka)
5450$
15 Nov 2026   :  19 Nov 2026
Dubai
3250$
15 Nov 2026   :  19 Nov 2026
Amman
2950$
22 Nov 2026   :  26 Nov 2026
Dubai
3250$
23 Nov 2026   :  27 Nov 2026
Jakarta
4450$
23 Nov 2026   :  27 Nov 2026
Warsaw
4950$
29 Nov 2026   :  03 Dec 2026
Sharm El Sheikh
3250$
29 Nov 2026   :  03 Dec 2026
Jeddah
3250$
07 Dec 2026   :  11 Dec 2026
Amsterdam
5450$
13 Dec 2026   :  17 Dec 2026
Dubai
3250$
13 Dec 2026   :  17 Dec 2026
Casablanca
4450$
21 Dec 2026   :  25 Dec 2026
Paris
5450$
27 Dec 2026   :  31 Dec 2026
Dubai
3250$
28 Dec 2026   :  01 Jan 2027
Roma
5450$
04 Jan 2027   :  08 Jan 2027
Prague
5450$
10 Jan 2027   :  14 Jan 2027
Dubai
3250$
11 Jan 2027   :  15 Jan 2027
Dublin
5450$
17 Jan 2027   :  21 Jan 2027
Dubai
3250$
18 Jan 2027   :  22 Jan 2027
Athens
5450$
25 Jan 2027   :  29 Jan 2027
California
7450$
25 Jan 2027   :  29 Jan 2027
Washington
7450$
31 Jan 2027   :  04 Feb 2027
Dubai
3250$
01 Feb 2027   :  05 Feb 2027
Berlin
5450$
08 Feb 2027   :  12 Feb 2027
Copenhagen
5450$
14 Feb 2027   :  18 Feb 2027
Beirut
2950$
21 Feb 2027   :  25 Feb 2027
Dubai
3250$
22 Feb 2027   :  26 Feb 2027
Los Angeles
7450$
28 Feb 2027   :  04 Mar 2027
Dubai
3250$
01 Mar 2027   :  05 Mar 2027
Singapore
5950$
05 Apr 2027   :  09 Apr 2027
Boston
7450$
12 Apr 2027   :  16 Apr 2027
Moscow
5950$
19 Apr 2027   :  23 Apr 2027
Sydney
5950$
25 Apr 2027   :  29 Apr 2027
Dubai
3250$
25 Apr 2027   :  29 Apr 2027
Doha
3650$
02 May 2027   :  06 May 2027
Dubai
3250$
02 May 2027   :  06 May 2027
Riyadh
3450$
02 May 2027   :  06 May 2027
Cairo
2750$
02 May 2027   :  06 May 2027
Muscat
3450$
10 May 2027   :  14 May 2027
Kuala Lumpur
4450$
16 May 2027   :  20 May 2027
Kuwait
3650$
17 May 2027   :  21 May 2027
Beijing
6450$
23 May 2027   :  27 May 2027
Dubai
3250$
24 May 2027   :  28 May 2027
Tbilisi
4950$
24 May 2027   :  28 May 2027
Barcelona
5450$
24 May 2027   :  28 May 2027
Bangkok
5450$
24 May 2027   :  28 May 2027
Madrid
5450$
24 May 2027   :  28 May 2027
Hong Kong
5950$
30 May 2027   :  03 Jun 2027
Dubai
3250$
31 May 2027   :  04 Jun 2027
Florida
7450$
31 May 2027   :  04 Jun 2027
London
5450$
06 Jun 2027   :  10 Jun 2027
Amman
2950$
07 Jun 2027   :  11 Jun 2027
San Francisco
7450$
13 Jun 2027   :  17 Jun 2027
Sharm El Sheikh
3250$
14 Jun 2027   :  18 Jun 2027
Jakarta
4450$
20 Jun 2027   :  24 Jun 2027
Dubai
3250$
20 Jun 2027   :  24 Jun 2027
Jeddah
3250$
27 Jun 2027   :  01 Jul 2027
Dubai
3250$
28 Jun 2027   :  02 Jul 2027
Brussels
5450$
28 Jun 2027   :  02 Jul 2027
New York
7450$
28 Jun 2027   :  02 Jul 2027
Amsterdam
5450$
04 Jul 2027   :  08 Jul 2027
Casablanca
4450$
12 Jul 2027   :  16 Jul 2027
Paris
5450$
18 Jul 2027   :  22 Jul 2027
Dubai
3250$
18 Jul 2027   :  22 Jul 2027
ON LINE
1750$
19 Jul 2027   :  23 Jul 2027
Lisbon
5450$
19 Jul 2027   :  23 Jul 2027
Geneva
5450$
26 Jul 2027   :  30 Jul 2027
Vienna
5450$
26 Jul 2027   :  30 Jul 2027
Zurich
5450$
01 Aug 2027   :  05 Aug 2027
Dubai
3250$
02 Aug 2027   :  06 Aug 2027
Cape Town
5450$
02 Aug 2027   :  06 Aug 2027
Munich
5450$
09 Aug 2027   :  13 Aug 2027
Istanbul
3250$
15 Aug 2027   :  19 Aug 2027
Alkhobar
3250$
16 Aug 2027   :  20 Aug 2027
Tokyo
6950$
16 Aug 2027   :  20 Aug 2027
Toronto
6450$
22 Aug 2027   :  26 Aug 2027
Dubai
3250$
22 Aug 2027   :  26 Aug 2027
Marrakech
4450$
22 Aug 2027   :  26 Aug 2027
Manama
3250$

Result

+10 Courses

A

Z

Corporate Finance

ID 40

One week

Course Details

Dates & Locations

Finance for Managers

ID 41

One week

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Dates & Locations

International Financial Reporting Standards

ID 42

One week

Course Details

Dates & Locations

Budgeting, Forecasting and the Planning Process

ID 43

Two weeks

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The Financial Excellence Programme

ID 44

Two weeks

Course Details

Dates & Locations

Financial Analysis, Planning & Control

ID 45

Two weeks

Course Details

Dates & Locations

Oil & Gas Accounting & Performance Measurement

ID 46

One week

Course Details

Dates & Locations

Mini MBA: Accounting & Finance

ID 47

Two weeks

Course Details

Dates & Locations

Business Financial & Accounting Skills

ID 49

One week

Course Details

Dates & Locations

Fast Closing Month end & Year end Accounts

ID 50

One week

Course Details

Dates & Locations

Managerial Accounting: Information for Planning, Decision Making and Control

ID 51

Two weeks

Course Details

Dates & Locations

Setting & Controlling Budgets

ID 53

One week

Course Details

Dates & Locations

At European Quality Training and Management Consultancy, we provide high-quality training and consultancy services to develop future leaders. With a team of skilled experts, we tailor programs to meet the needs of public and private sectors, grounded in quality, ethics, and social responsibility. Our client-focused approach ensures professionalism and sustainable outcomes.

European Quality Training and Management Consultancy FZE

REG NO : 13785/2018

VAT NO : 100528683400003 

LEI: 98450084C0285A104868

D-U-N-S Number®: 85-011-6689

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