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Summary:
For
managers in today's business world, it's essential to have a
working knowledge of finance. We all play a role in our
organization's financial health, whether we realize it or
not. If you don't have training or a background in finance,
you may be at a disadvantage as you sit around the
management table.
Understanding the cycle of finance will help you figure out
where you fit into your company's financial structure, and
how to keep your department out of the red. This two-day
workshop will help you prepare budgets and make decisions
with confidence.
Finance Jeopardy
This
fun exercise will help you review some key concepts and
ideas with participants.
The
Fundamentals of Finance
In
this session, participants will review basic financial
concepts, generally accepted accounting principles, and the
key players and roles in finance.
The
Basics of Budgeting
Next,
participants will learn what a budget is, what common types
of budgets exist, and how their budget should fit into the
big picture.
Parts
of a Budget
Any
good plan should have four parts. This session will teach
participants what they are.
The
Budgeting Process
Participants will spend the afternoon of Day One exploring
what the budgeting process should look like through lectures
and a three-part case study.
Budgeting Tips and Tricks
To
begin Day Two, participants will look at some dos and don'ts
of budgeting.
Monitoring and Managing Budgets
In
this session, participants will explore how budgets can be
managed and monitored.
Crunching the Numbers
Next,
participants will get involved with ratio analysis,
including current ratio, quick ratio, debt ratio, net and
gross profit margin, return on sales ratio, debt to net
worth ratio, cash turnover ratio, collection ratio,
investment turnover, and return on investment.
Getting Your Budget Approved
This
session will show participants how to get around the
politics and pencil-pushers and get the money that they
need.
Comparing Investment Opportunities
Investment opportunities within the business can be big
decisions that require proper planning. This session will
give participants a quick guide to making those decisions.
ISO
9001:2008
ISO
9001:2008 is a structured process through which a company
can raise the quality of the products and services that they
provide, and then maintain that level. This session will
introduce participants to that process and explore its
impact on budgeting.
Directing the Peerless Data Corporation
Participants will spend the entire afternoon of Day Two
doing an intensive role play. They will play the role of
Operations Director of the Peerless Data Corp. As the
trainer, you will ask them to make five financial decisions.
After each decision is made, debriefing points are provided.
We have also provided discussion questions for the end of
the exercise.
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Hire Rick Saldan's Motivational Magic to Energize Your Conference or Special Event!
Rick says, With perseverance, drive,
and vision, you can achieve what once seemed impossible. I
encourage you to strive toward
your vision for a new future -- one that
energizes your gifts, your passions and your untapped hidden
potential!
Rick's ideas, messages, strategies, and first-hand stories
of overcoming adversity against all the odds will inspire your
people. They become enthused, excited, and committed to take
massive action that impacts your bottom line. Your return on investment is powerful.
Rick is a unique
motivational
speaker and seminar leader
that combines comedy, theatrical illusions and extensive
audience interaction with inspirational presentations. He
creates a powerful
and enjoyable learning
experience,
guaranteeing to make your conference or
special event an outstanding
success!
Contact Rick Today!
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Some of
Rick's Motivational Milestones: |
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Earned the Triple Crown Award with Toastmasters
International in January, 2018.
Served as Director Area E-51,
District 38, 2017-18 |
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Earned the Advanced Communicator Gold with Toastmasters
International in January, 2018. |
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Graduated from the Dale Carnegie Sales Course Instructor program and
the Dale Carnegie Basic Instructor Course in August, 2002. |
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Earned the Certified Speaking Professional designation with
the National Speakers Association in July, 2001. |
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Graduated from the Accelerated Freefall Course and became a
licensed parachutist and skydiver in August, 1998. |
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Earned the Microsoft Certified Professional designation in
July, 1997. |
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Graduated from Marine Corps Recruit Depot, Parris Island and
earned the title of United States Marine in May, 1992. |
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Some of Rick's
Delighted Clients: |
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We brought Rick in to be our speaker for our annual
conference program for all of our regional sales managers
throughout the country. This is a hard-nosed group who have
seen it all, yet Rick engaged them with finesse. He
challenged them and inspired them. Rick is an exceptionally
talented individual who I highly recommend.
John Erard, Director of Sales & Marketing
Lord, Abbett & Co. Investment Managers
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Rick has a magical approach that provides a clear and
concise message specifically designed to the needs of his
audience. Rick will provide all the motivational magic you
will ever need, propelling your organization to the next
level of greater success.
Thomas Mulhern
Frontier Communications |
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We were delighted with the training and instruction provided
by Rick Saldan on a variety of courses and seminars. He has
proven himself to be a very capable instructor, who adapts
quickly to challenging situations. He interacted very
effectively with our civilian and military personnel.
Looking forward to his upcoming sessions.
Michael McGregor,
Naval Surface Warfare Center |
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We hired Rick to provide two completely different
presentations to our sales force and our customer service
teams. Both events were lively, dynamic and exciting. We
loved how he combined stage magic with his unique insights
in both of these specialties. We were all very impressed
with his highly creative programs. We loved his passion and
enthusiasm as a business speaker. Still trying to figure out
how he knew where we hid his paycheck. Totally impossible.
More impressive than when Kreskin did that!
Richard Rediker, Founder
Rediker Software |
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Rick's presentation is thoroughly inspiring, entertaining
and wonderful!
Elizabeth O'Keeffe
Random House Publishing |
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You can rely on Rick Saldan for any project you get him
involved in. Rick will delight your customers, and deliver
beyond your expectations. An organization who chooses to
bring Rick on board will be lucky to have him, and more
successful for having made the decision.
Fred Walker,
Dale Carnegie Lead Instructor |
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Rick Saldan is an excellent inspirational speaker who
tailored the seminar to the needs of the individual students
being instructed. This office thanks the Mayors Office of
Information Services for having such a vendor.
Timothy K. Lynch
Office of Fleet Management
City of Philadelphia |
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Thank you for your awesome
presentation. I know that all of my teams loved the program.
I love your message and your delivery. I hope that you can
spread even more magic throughout the world!
Gene McNaughton
Vice President of Sales
Tony Robbins & Associates |
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Rick Saldan has the wit, wisdom and sorcery of a
wizard. He has a dynamic personality, and all will enjoy
his captivating stories, comedy and magic!
Dennis Slaughter
Credit Suisse First Boston |
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Rick, this letter comes to you
with thanks from Prime Bank and all the employees who
participated in the training sessions held in our bank and
conducted by you. Everyone in attendance has stated what a
thorough and enjoyable learning course it was.
Michael J. Sexton,
Vice President/Controller
Prime Bank |
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Your training was enjoyable,
informative and very useful in helping us to solve some of
the day-to-day challenges we encounter at Stockard Shipping.
You were very concerned about meeting our particular needs,
and tailored your instruction to cover those specific goals
that we have had in our office routine. Looking forward to
working with you in the future!
Frank Signorello
Vice President, Sales
Stockard Shipping & Terminal Corporation
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You tailored each class to fit the varying needs of the
students but also managed to cover topics in your class
plan. You maintained your composure and sense of humor in
the face of numerous questions and demands.
Patricia J. Kosek
The Glenmede Trust Company |
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I personally commend Mr. Rick Saldan as he has served to be
an outstanding, dedicated and loyal individual and a
definite asset to our organization and our community.
Larry Kovnat
Greater Philadelphia Chamber of Commerce |
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Rick has given of his time, energy and talents to all kinds;
from the needy elderly to convicts, from terminally ill
patients to runaways. He has strengthened and edified the
lives of many.
Captain Ross Schwalm,
United States
Marine Corps |
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The oohs and ahhs
could be heard for miles as magician and motivational
speaker Rick Saldan taught students at the Clarence B. Lamb
School how to be possibility thinkers.
Dana Forde
The New Egypt Press |
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You can pause the slideshow by hovering your mouse over the pictures
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