Finance Demystified: Finance and Financial Management
Empower your team by equipping them with a basic understanding of corporate finance and allowing them to have an entrepreneurial and business management mindset! This one-day program will enable the participants to understand the basic financial statements as well as analyze financial information and use them as the basis for decision-making regarding the business.
Course Objectives
At the end of the one-day program, the participants will be able to:
- Achieve a clear understanding and importance of Finance and Financial Management
- Understand the role of the Financial Manager within the firm
- Analyze a Balance Sheet, Cash Flow, and Income Statement of a Corporation
- Perform Vertical and Horizontal Analysis of Financial Statements
- Compute basic Financial Ratios and use them for Decision Making
Course Outline
- Introduction to Financial Management
- The Role of the Finance Manager / The Finance Unit
- The Basic Accounting Equation
- The Income Statement & What it Shows
- The Cash Flow Statement & What it Shows
- The Balance Sheet & What it Shows
- Common Size Balance Sheet
- Common Size Income Statement
- Fundamental Types of Financial Ratios
- Financial Ratio Calculation & Interpretation
- Financial Diagnosis, Problem Causes & Solutions
- Limitations of Financial Ratio Analysis
Important Reminders:
- Invoices will be sent to the registered email address.
- Full payment is required a week before or at least five working days before the training schedule. Please send your proof of payment to trainings@eccp.com and/or gazzlemae.gatlabayan@eccp.com.
- No shows and late cancellations will be billed at full cost. Cancellations should be made a week before or at least five working days before the event. Replacement is encouraged.
- The ECCP reserves the right to reschedule or cancel this training program.
Juan Carlos "JC" Medina
President
Human Resource Innovations and Solutions Inc. (HURIS)
JC’s personal mission is to assist organizations become better versions of themselves, create value for society, and contribute towards achieving a better future for all.
He accomplishes this mission through a consultative approach of working hand-in-hand with clients and partners to start, transform, and scale their business.
Having worked for and with startups, as well as large organizations in both the private and public sector, has given JC a unique perspective on how to create and launch value-driven services from ideation to viable businesses.
With 20 years of industry and consulting experience, JC specializes in helping clients solve some of their top business challenges by developing and implementing tailored solutions and strategic change
management initiatives.
He has been involved in strategic consulting engagements for companies in the food, power distribution, health and financial services industries as well as Organizational Design engagements for a leading Managed Care Organization, a Government Agency in the healthcare sector and the Philippine Central Bank.
Prior to joining HURIS, JC worked with a software development and consulting firm that specialized in
automation and managed services as well as a financing company.
He is a Licensed Financial Advisor and a Certified Securities Specialist. He is also a Professor of Financial Management and Innovation at the University of Asia and the Pacific (UA&P).
JC holds a Degree of Executive Master in Business Administration (EMBA) from the Asian Institute of
Management (AIM) and a Master of Science in Management (MScM) from the University of Asia and the Pacific.
He has also completed advanced courses on Behavioral Finance, Marketing, and Economics as part of
the Global Network for Advanced Management (GNAM) Program of Yale School of Management (USA).
