Finance & Accounting
Fundamentals Workshop
for Non-Financial Executives & Managers!
“Understanding the principles that underpin every business - whether your own business, your employer or your competitor - empowers you to maximize your value as a professional.”
Why Color Accounting Is For You
The Color Accounting Learning System “approach has the advantage of showing how it works visually. We all tend to see problems and relationships more easily visually, so the approach takes advantage of how we learn most effectively.”
Paul Healy, James R. Williston
Professor of Business Administration Harvard Business School
The Benefits:
-
Create opportunities at work;
-
Make better and more-informed financial decisions;
-
Be fully informed to meet business goals;
-
Engage and communicate more effectively about financial matters;
-
Share the mindset of colleagues, clients and the CEO to gain credibility as a trusted, business-savvy team member;
-
Avoid repeated cycles of financial training that don’t work.
The Learning is Exciting:
Five good reasons why this workshop is a better choice.
-
It's FUN. It's not boring. You won't sleep in class.
-
It's SIMPLE. It’s not confusing. You comprehend quickly.
-
It's learning by DOING. Not a lecture. You are involved.
-
It's CLEAR & CONCISE. No complicated jargon.
-
It's NO CHARGE! (T&C apply).
Course Overview
Finance & Accounting Fundamentals is a 12 hours breakthrough introductory finance workshop delivering unprecedented financial literacy to underpin business acumen. It uses a different and fresh approach called the Color Accounting Learning System. It shows how accounting, finance and business work, and importantly, how they interrelate. Participants leave able to read a balance sheet and income statement, telling a meaningful financial story that informs decision-making.
Click to view
How It Works
The workshop uses a visual and hands-on approach which has participants discover the five essential finance concepts everyone should know. At the heart of the approach is a concept map that makes the learning extraordinarily effective: learners focus on the underlying meanings of accounting terms, and explain them with simple, intuitive examples. When the fundamentals of accounting are truly understood, the program then focuses on analysis skills, so that the participants can confidently explore financial statements, understand the story they tell about a business, and identify issues that are pertinent to their work.
Bapak Indra Sosrodjojo
Founder & Managing Director
PT Andal Software, Indonesia
The Color Accounting program is really good. It teaches the very basic of accounting principles. I have been reading financial statement all these years and yet I still learned a lot from the sharing during the class. I enrolled for the program even though I have been exposed to accounting practises for years. In this training I learned the very basic of accounting that in my opinion everyone must understand if they are serious about their business growth. I want to thank the facilitator, his ability to explain a complex concept and make it into a simple way to understand is incredible. Terima Kasih!
Hear what Others have to say ...
Miss Cheryl Leong
B2B Marketing Manager
Coda Payments Pte. Ltd., Singapore
I did not realize that accounting can be told as a more meaningful story of a company’s financial situation from the company’s point of view. I have been learning accounting from my undergraduate and postgraduate studies, and even from YouTube videos, but nothing beats the clear explanation by the facilitator that is easy to comprehend. I would recommend anyone taking up this course to learn how to speak the accounting language, especially those who hesitate when it comes to numbers and reading financial statements.
Ms Michelle Hiong
Principal of Pink Tower Childcare Centre, Malaysia
The 2 days program of Color Accounting that I attended, gave me a total different perspective of accounting. The program was easy for me to understand about accounting, its accounting terms and the interpretation of account statements. I now understand very much better on the concept and its application to my daily business. I can now relate and communicate in accounting language with my accounting team well. Analyzing my business accounting had never been easier.
Contents & Workshop Agenda
Conversation 1:
INTRODUCTION AND THE BALANCE SHEET
-
Learning purpose - themes, point of view, and organizing systems
-
The accounting duality - why a balance sheet balances and the accounting equation
-
Uses of Funds - assets, recognition criteria, valuation methods
-
Sources of Funds - liabilities and equity
-
The capitalization table - debt vs equity financing
Conversation 2:
THE INCOME STATEMENT - WHY WE NEED IT AND HOW IT WORKS
-
Accounting for profit-impacting transactions using double entry
-
Deducing the BaSIS Framework - why we need the income statement
-
The relationship between the balance sheet and income statement
-
RELAX - the five elements of business as Revenue, Equity, Liabilities, Assets and eXpenses
-
The Value Cycle of Business
Conversation 3:
THE CLASSIC TRANSACTIONS - ACCOUNTING FOR A BUSINESS SCENARIO
Putting the conceptual accounting, finance and business model to work using the Color Accounting Popup BaSIS Board. This kinesthetic tool deeply reinforces the learning.
-
Debt payments and repayments
-
Asset and inventory purchases
-
Cost of sales
-
Depreciation
-
Cash versus profit impacts
-
Revenue recognition
-
Prepayments and deferrals
-
The architecture of the income statement
-
Balancing scenarios
-
Terminology
"We believe learning is by doing, not by listening"
Robert Leong
"Helping people to fall in love with their business, life & themselves!"
Meet Your Facilitator
Robert Leong started his career as a Audit Assistant been articled to a local auditing firm & as a Registered Student with The Malaysian Association of Certified Public Accountants (MACPA) back in 1980. During his 5 years of auditing, he has acquired enormous knowledge & experience in the area of financial & accounting literacy. His passion to help others to overcome the challenge of understanding what accounting literacy means has led him to become an Accredited Color Accounting Learning System Facilitator with Wealthvox, the organization that pioneered financial concept mapping with its acclaimed Color Accounting BaSIS Framework™. The system is featured in the influential book The Joy of Accounting.
Robert's professional qualification includes the following:
-
Certified Professional Trainer by the Institute of Professional Manager Association, UK
-
Accredited Financial Leadership Facilitator by Wealthvox
-
Certified Human Behavior Facilitator (DISC) by Global Mosaic International Inc.
-
Certified Human Behavior Consultant by Uniquely You, USA
-
Accredited Social Style Trainer by TRAMCOM Group, USA
-
Certified Coach by Institute of Business Coach, Singapore
He is the Principal Consultant of Treadstone Training & Consultancy, which he founded since 2005.
Impacting Behavior, Connecting People, Bonding Relationships
.png){kind=logo}
Color Accounting serves people at all levels of organizations like yours, including:
-
Non-financial Managers
-
Small Business Owners
-
Administrators
-
HR and L&D Managers
-
C-Level Executives
-
Senior, Mid-Level and Junior
-
General and Technical
-
Teams
-
Non-Profit Organizations
-
You
When you want to:
-
Use a common financial language
-
Confidently make great decisions more quickly
-
Understand the importance of meeting financial goals
-
See clearly how your role impacts the organization
-
Create budgets based on latest financial information
-
Fluently read and understand financial statements..
.png)
.png){kind=small}
