Agenda

Finance 101 for the Executive Assistant

Sep 12 2022

1:30 PM - 2:45 PM EDT

Many non-finance professionals are not comfortable with financial terms, processes, reporting, or reviewing financial data. Yet, without the key performance indicators these things provide, organizational leaders would be hard-pressed to make growth-oriented decisions. Increasingly, EAs are involved in financial preliminary data collection and analysis. Understanding the story behind the numbers guarantees advanced support for senior decision-makers and enhances critical thinking and creative problem-solving.

Learning Objectives:

  • Understand the purpose and connection among key financial statements, including the: 
    • Income Statement 
    • Balance Sheet 
    • Statement of Retained Earnings
    • Cash Flow Statement
  • Discuss key performance ratios and their impact 
  • Participate in executive-level conversations about your company’s growth strategy

Speakers

D.M., MBA, AMA-CPM,

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