Instructor-Led Training
Interactive training sessions led by experienced facilitators.
What is In-Person, Instructor-Led Training?
Our in-person training is delivered by a live facilitator who works directly with your team at your location. It’s our most popular format because it allows for real-time interaction, hands-on learning, and direct support.
Every session is tailored to your team’s specific goals, industry, and challenges—no generic, one-size-fits-all programs. Whether it’s a single session or a full training series, we design the experience to be relevant, practical, and fully aligned with your needs.
What is Live Webinar Training?
Live webinars are facilitator-led training sessions delivered online in real time. They’re ideal for teams working in different locations or with busy schedules.
This format offers shorter, more frequent sessions that are easy to coordinate—making it a convenient option for organizations with remote or distributed teams.
What is Virtual Classroom Training?
Virtual Classroom training is live, instructor-led training delivered online. It offers the same interactive experience as in-person sessions, with real-time discussions, group activities, and instructor feedback.
It’s a flexible option for organizations that want to reduce travel, save costs, or better fit training into busy schedules.
What is a Lunch & Learn Session?
Lunch & Learn sessions are short, facilitator-led training sessions delivered in person or online—typically during the lunch hour. They focus on specific topics or skills and offer a quick, engaging way to learn without a full-day commitment.
These sessions can be offered as one-time events or as part of a series, making them a great option for ongoing, bite-sized learning.
Online Learning
Enjoy our self-paced option and learn from anywhere!
$279.00
Accounting Skills for New Supervisors
Many of us flinch when we hear terms like depreciation, cash flow, balance sheet, and (worst of all!) budgets. However, these are all important concepts to understand if you’re going to succeed in today’s business world, particularly as a supervisor. Even better, financial terms are not as scary as they seem!
LEARNING OBJECTIVES
Learning Objectives
Over the course of this two-day workshop, participants will learn:
- Describe the art of finance and financial management
- Explain key financial terms
- Determine your role in company finances
- Find the rules and regulations for your area and industry
- Discuss various types of financial reports, including income statements, balance sheets, cash flow statements, and statements of retained earnings
- Explain how a chart of accounts is created
- Tell the difference between cash and accrual accounting
- Explain single-entry and double-entry bookkeeping
- Differentiate between debits and credits
- Identify and analyze important financial data
- Make financial decisions
- Read annual reports
- Determine whether a company is financially high or low risk
- Recognize different types of organizational financial plans
- Explain what budgets are and how to prepare them
- Recognize what computer skills you need to make you a financial whiz
- Deal with financial situations that impact the people that work for you
COURSE OUTLINE
Getting the Facts Straight
The first session will go over basic financial terms. Then, participants will explore their role in company finances as well as important players in an organization’s finances. To wrap up the session, participants will receive some resources for learning about the governing organizations in their area.
The Accounting Cycle
Next, participants will learn about the four phases of the accounting cycle. They will also learn about key underlying concepts, including cash vs. accrual methods of accounting.
The Key Reports
In this session, participants will take a close look at balance sheets and income statements. They will also review cash flow statements and statements of retained earnings. The session will conclude with a review activity.
Keeping Score
This session will explain the chart of accounts and single vs. double entry accounting.
A Review of Financial Terms
Day Two will start with a review exercise and an introduction to some additional financial terms.
Understanding Debits and Credits
This session will de-mystify two terrifying accounting terms: debits and credits.
Your Financial Analysis Toolbox
This session will give participants some sources for financial data as well as tips on weeding out useless information. We’ll also cover how to calculate common ratios, how to read an annual report, and some useful decision making tools.
Identifying High and Low Risk Companies
In this session, participants will learn about some guidelines for identifying high and low risk companies. Then, they will practice these guidelines in a case study.
The Basics of Budgeting
Next, participants will learn what a budget is, how their budget should fit into the big picture, and what the budgeting process should look like.
Working Smarter
This session will give participants a basic checklist of computer skills required for success. We’ll also talk about how to choose an accounting package.
People and Numbers
Dealing with finances isn’t all numbers. What if an employee’s expense report doesn’t look correct? Or what if you have to make cuts to someone’s pay? Participants will examine each situation in small groups, and then provide some tips on what to do.
