Finance Accounts and Budgets for Secretaries


Advanced Negotiation Strategies Course

Course overview

Understanding how and why organisations operate is a fundamental skill for all senior secretaries and aspiring PAs. Not every person can be an accountant, but understanding finance is however a very necessary skill, since performance in a corporate environment is measured using the rules and formats of financial statements taught to accountants. This knowledge will enable you to provide your manager with informed administrative support when taking minutes, writing reports, drafting summaries and collating documents – all activities that you do on an ongoing basis. The purpose of this course is to establish common ground between financial and non-financial secretaries and encourage communication between these individuals. For this communication to be successful, grounding in the basics of financial logic and terminology, taught on this course, will remove some of the misunderstanding caused by the variety of backgrounds, skills, experience and knowledge resident in the individuals in any organisation. In short, this course will allow you to begin talking to accountants without turning you into an accountant.

Who should attend the course?

  • Secretaries, PAs and Administrators

Course objectives

Upon completion of the programme, delegates will be able to:

  • Fully understand the scope of employee engagement development and the role it plays in organisational improvement and financial outcomes; and understand the value in their people – and how it can be harnessed.
  • Developing values and ethics statements that support organizational goals
  • Gain proven methods for engaging teams successfully; understand how to plan and implement employee engagement and development initiatives; and be prepared to overcome challenges which can put your employee engagement and development programme at risk.
  • Understand how to measure and evaluate the effectiveness of your activities and their outcomes; and communicate this effectively at board level and gain access to contacts to support you throughout the process in your business.

The Learning Model

The trainer uses up-to-date training techniques and a variety of training methods, to give all participants the
best opportunities for learning including:

  • Class session
  • Group discussions
  • Simulations exercises
  • Case studies and problem solving exercises
  • Individual assignments
  • Templates and tools

Course Contents

  • Fundamental Financial Terms and Accounting Jargon
  • Financial Statements
  • Financial Decision Making
  • Measuring Financial Performance
  • Costs and Costing
  • Budgets
  • Finance and Technology

Course Calendar

20-21 Jan

24-25 Feb

30-31 Mar

20-21 Apr

18-19 May

15-16 Jun

06-07 Jul

17-18 Aug

21-22 Sep

19-20 Oct

16-17 Nov

07-08 Dec

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Cost: R 5 000

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to create a program tailored to address the challenges of your organization.

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