Accounting and Finance for Non-Financial Managers

Public and private sector managers who don’t have a basic understanding of accounting and finance are taking a big risk. It’s simply not good enough to hope some expert will keep you out of trouble. While the jargon may be intimidating, there is no reason why those with limited background and training can’t understand and be confident when working with numbers. This workshop will improve your effectiveness by covering what every manager needs to know about accounting and finance. We go beyond terminology and prepare participants for decision-making.

  • Topics
  • Audience
  • Instructor
  • The building blocks of financial statements in the public and private sector
  • Analyzing and interpreting financial statements
  • The time value of money
  • Developing operating and capital budgets
  • Financial forecasting
  • Managing financial budgets and the early identification of problems
  • Managing contingencies in budgets
  • Mitigating strategies for financial issues
  • Decision-making tools
  • Communicating financial information
  • Cultivating working relationships with finance professionals

  • This workshop is designed for public and private sector managers at all levels with limited financial experience who have some responsibility to manage budgets, interpret financial information and who need to understand the basics of accounting data.

Bob Plamondon FCPA, FCA is a consultant, board member, author, and historian.

His expertise is in the fields of strategic planning, organizational transformation, performance management, finance and public policy.

His current board work includes OPTrust where Bob sits on the Governance and Audit committees.  OPTrust holds over $20 billion in assets and funds the pension plans of Ontario public servants who are members of OPSEU.  Recent board work has included the National Capital Commission (2015-2018), where he was the chair of the audit committee and was a member of the executive committee.  He also sat on the board of Sportstats World, the world’s largest running and triathlon timing company.

In a senior strategic advisory role at the City of Ottawa Bob developed and implemented a suite of financial and management reforms including a fiscal framework, budget challenge process, performance management system, and innovations in the transparency of financial reporting practices.

He was a leader in a multi-year resource optimization initiative for the University of Ottawa that delivered $33 million in annual savings while also improving the staff and student experience.  He was also a key member of a small team at Finance Canada that designed the GST and led governance evaluations of the board of directors of VIA Rail and EDC. 

Bob is a graduate of Carleton University with a Masters of Management Studies and a Bachelor of Commerce with a major in marketing.  He obtained the designation of Chartered Accountant in 1983. In recognition of a distinguished career, the Institute of Chartered Accountants of Ontario awarded Bob the designation of Fellow -- FCPA.  Bob has also taught at three Canadian universities at the undergraduate and graduate levels on a full and part-time basis.

Rendered Node

Course Category/Template: 

Leading and Mobilizing People

Body: 

Public and private sector managers who don’t have a basic understanding of accounting and finance are taking a big risk. It’s simply not good enough to hope some expert will keep you out of trouble. While the jargon may be intimidating, there is no reason why those with limited background and training can’t understand and be confident when working with numbers. This workshop will improve your effectiveness by covering what every manager needs to know about accounting and finance. We go beyond terminology and prepare participants for decision-making.

In-House Option: 

Title: 

Accounting and Finance for Non-Financial Managers

Course Code: 

760

Social Widget: 

Email Reminder: 

Email Reminder Will Be Sent

Email Reminder Date: 

10days before the course start date

Speaker Bio: 

Bob Plamondon FCPA, FCA is a consultant, board member, author, and historian.

His expertise is in the fields of strategic planning, organizational transformation, performance management, finance and public policy.

His current board work includes OPTrust where Bob sits on the Governance and Audit committees.  OPTrust holds over $20 billion in assets and funds the pension plans of Ontario public servants who are members of OPSEU.  Recent board work has included the National Capital Commission (2015-2018), where he was the chair of the audit committee and was a member of the executive committee.  He also sat on the board of Sportstats World, the world’s largest running and triathlon timing company.

In a senior strategic advisory role at the City of Ottawa Bob developed and implemented a suite of financial and management reforms including a fiscal framework, budget challenge process, performance management system, and innovations in the transparency of financial reporting practices.

He was a leader in a multi-year resource optimization initiative for the University of Ottawa that delivered $33 million in annual savings while also improving the staff and student experience.  He was also a key member of a small team at Finance Canada that designed the GST and led governance evaluations of the board of directors of VIA Rail and EDC. 

Bob is a graduate of Carleton University with a Masters of Management Studies and a Bachelor of Commerce with a major in marketing.  He obtained the designation of Chartered Accountant in 1983. In recognition of a distinguished career, the Institute of Chartered Accountants of Ontario awarded Bob the designation of Fellow -- FCPA.  Bob has also taught at three Canadian universities at the undergraduate and graduate levels on a full and part-time basis.

Audience: 

This workshop is designed for public and private sector managers at all levels with limited financial experience who have some responsibility to manage budgets, interpret financial information and who need to understand the basics of accounting data.

Select a session

Accounting and Finance for Non-Financial Managers
July 15, 2019
8:00 - 15:00
$520.00
Accounting and Finance for Non-financial Managers
October 24, 2019
9:00 - 16:00
$595.00
Accounting and Finance for Non-financial Managers
February 5, 2020
9:00 - 16:00
$595.00
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