Business Financial Management Part 1 (Nov 2022)

Business Financial Management Part 1 ( Nov 2022)

Interested in this course? Email us at jenna@bwise.ca

Course curriculum

1. Zoom Login Information
2. Pre-Course Survey
3. How to use this Platform
4. Instructor - Contact Info
5. Download Mentimeter
6. How to Vote on Mentimeter
1. Instructor Contact Info
2. 1. Neck Mobility
3. 2. Shoulder Mobility
4. 3. Shoulder(Lat) Stretch
5. 4. Shoulder(Pec) Stretch
6. 5. Spine Mobility
7. 6. Hip Mobility
8. 7. Hip Rotation Stretch
9. 8. Hamstring Stretch
10. 9. Hip Flexor Stretch
1. Program Introduction
2. Video: The Truth About Being the "Stupidest" in the Room | Simon Sinek
3. Group Activity
4. Housekeeping
1. The Big Picture
2. Bell Annual Report
3. What is Bookkeeping
4. Financial Professionals
5. Activity
1. Reflect, Relay & Apply
2. Week 1 (Tues) - Zoom Recording
1. Learning Objectives
2. Bookkeeping Cycles
3. Chart of Accounts
4. Cash vs Accrual
5. Video: How To Decipher Accrual Accounting
6. Cash-Basis & Accrual Accounting
1. Reflect, Relay & Apply
2. Week 1 (Thurs)- Zoom Recording
3. Workbook Activity #1
4. Workbook Activity #2 - Chart of Accounts
5. Course Feedback Week 1 - Business Financial Management (Nov 2022)
1. Learning Objectives
2. Video: OMG I Hate Bookkeeping
3. Receipt Management Systems
4. Video: Hubdoc
5. Accounting Softwares
6. 2022 Comparison of Accounting Software
7. Xero vs QBO
8. Electronic Payment Processing Software
9. Rotessa Payments
10. GoCardless
11. Schooley Mitchell EPP Assessment
12. Financing for Trades & Products
13. Website: Financeit
14. Setting up Your Sales Documents for Compliance
1. Reflect, Relay & Apply
2. Week 2 (Tues)- Zoom Recording
1. Getting Started With HubDoc
2. QuickBooks Resource Center
3. Xero Resource Center
4. Sage Training Guide with Clickable Links
1. Learning Objectives
2. Working Capital - Accounts Payable (AP) & Accounts Receivable (AR)
3. Cash Conversion Cycle
4. The Collection Process
5. Activity - AP & AR
6. Internal Controls Overview
7. Internal Controls
8. Linking Financial Statements
1. Reflect, Relay & Apply
2. Week 2 (Tues) - Zoom Recording
3. Course Feedback Week 2 - Business Financial Management (Nov 2022)
1. Learning Objectives
2. Double Entry Accounting
3. Balance Sheet
1. Learning Objectives
2. How the 3 Financial Statements are Linked
3. Balance Sheet Review
4. Deferred Taxes
5. Accounting Ratios
6. Income Statement Review
1. Performance
2. Cash Flow Statements
3. Difference between Working Capital & Operating Capital
1. Reflect, Relay & Apply
2. Week 3 & 4 - Zoom Recording
3. Course Feedback Weeks 3 & 4 - Business Financial Management 1 Nov 2022
1. Cash Flow Analysis
2. Understand Cash Flow Debt & Equity
3. Benefits of Annual Reports
1. Reflect, Relay & Apply
2. Course Feedback Week 4 - Business Financial Management (Nov 2022)
3. Week 4 (Thurs)- Zoom Recording
1. Learned So Far
2. Learning Objectives
3. Budgeting within a Strategic Framework
4. Building a Robust Budgeting Process
5. A Practical Guide to Developing Budgets
6. Breakeven Analysis
7. Tracking Budget Performance with Variance Analysis
1. Reflect, Relay & Apply
2. Week 5 (Tues)- Zoom Recording
3. Course Feedback Week 5 - Business Financial Management (Nov 2022)
1. Learning Objectives
2. Why Have Business Structures
3. Sole Proprietorship
4. Partnerships
5. Corporations & Cooperatives
1. Federal Tax Rates
2. Contribute to RRSP, TFSA or Both
3. Contribute RRSP to RRIF
4. Mileage Logbook & Vehicle Expenses
5. Organize Your Receipts
6. Income Splitting Strategies to Reduce Tax Bill
7. Incorporated ? Review Compensation Options
8. Consider Making Additional Tax Deductible Expenses
9. Defer Sale or Purchase of Capital Assets
10. Take Advantage of Available Federal Tax Credit
11. Other Tax Planning Items
12. Understand Lifetime Capital Gain Exemption
13. Understanding the Capital Dividend Account
14. Benefits of Holding Corporations
15. Health Spending Accounts
1. Reflect, Relay & Apply
2. Week 6 - Zoom Recording
3. Course Feedback Week 6 - Business Financial Management (Nov 2022)
1. Introduction - Credit
2. Character
3. Capacity
4. Capital
5. Collateral
6. Conditions
7. Conclusion
1. Creating A Pitch Deck

About this course

Free
131 lessons
13.5 hours of video content

Business Financial Management Part 1 (Nov 2022)

Course curriculum

PROGRAM RESOURCES

MOVEMENT BREAKS

PROGRAM INTRODUCTION

WEEK 1 (Tues) - BOOKKEEPING BASICS

Recap & Activities

WEEK 1 (Thurs)- Understanding your COA & Accounting Cycles

Recap & Activities

WEEK 2 (Tues) - Setting Up Your Accounting Software & Documents

Recap & Activities

Additional Software Resources

WEEK 2 (Thurs) - Managing AP/AR & Implementing Internal Controls

Recap & Activities

WEEK 3 (Tues) - Understanding Financial Statements

WEEK 3 (Thurs) Understanding Financial Statements

WEEK 4 (Tues)

Recap & Activities

WEEK 4 (Thurs) - Cash Flow Analysis & Reporting

Recap & Activities

WEEK 5 (Tues) - Budgeting & Forecasting

Recap & Activities

WEEK 5 (Thurs) - Forms of Business Structure

WEEK 6- Tax Strategies for Small Businesses

Recap & Workbook Activities

WEEK 6 - The 5 Cs of Credit

Pitch Deck- The Conclusion

About this course