Syllabus: B1 Accountants January- June 2023 Unit Tasks Exit Task Key Lexis Financial Reporting 1. Read and comprehend a simple financial report 2. Identify key components of a financial report 3. Write a summary of a financial Prepare a report comprehensive 4. Prepare a simple financial report financial report Financial statement, balance sheet, income statement, cash flow, assets, liabilities, equity, revenue, expenses Communication with Stakeholders 1. Listen to a recorded conversation with a stakeholder 2. Role-play a conversation with a stakeholder 3. Write an email to a stakeholder Conduct a live 4. Present a financial summary to meeting with stakeholders stakeholders Stakeholder, investor, board member, financial summary, return on investment, profit margin, fiscal year Audit Processes Participate in a live 1. Read and understand an audit audit process report 2. Discuss audit findings in a group Audit, internal control, compliance, financial statement, materiality, risk assessment, audit evidence Syllabus: B1 Accountants January- June 2023 Unit Tasks Exit Task Key Lexis 3. Write a response to an audit finding 4. Conduct a mock audit Budget Planning 1. Analyze a sample budget 2. Discuss budget constraints and goals 3. Prepare a departmental budget draft 4. Present a budget proposal Prepare and present a comprehensive Budget, forecast, variance, fixed costs, variable costs, revenue, expenses, fiscal budget plan year Regulatory Compliance 1. Read and comprehend a regulatory document 2. Discuss implications of noncompliance 3. Write a compliance report 4. Conduct a mock compliance review Conduct a live compliance review Compliance, regulation, non-compliance, financial regulation, audit, internal control, risk management Syllabus: B1 Accountants January- June 2023 Unit Tasks Exit Task Key Lexis Financial Analysis 1. Analyze a financial statement 2. Discuss financial trends and anomalies 3. Write a financial analysis report 4. Present a financial analysis Conduct a live financial analysis Financial analysis, financial ratios, profitability, liquidity, solvency, operational efficiency Tax Preparation 1. Read and understand a tax document 2. Calculate tax liabilities 3. Prepare a mock tax return 4. Discuss tax strategies Prepare a live tax return Tax, income tax, corporate tax, tax liability, tax return, tax deduction, tax credit Business Meetings 1. Listen to a recorded business meeting 2. Role-play a business meeting 3. Write meeting minutes 4. Conduct a mock business meeting Conduct a live business meeting Agenda, minutes, action items, follow-up, decision-making, consensus, negotiation Syllabus: B1 Accountants January- June 2023 Unit Tasks Exit Task Key Lexis Training and Development 1. Participate in a mock training session 2. Discuss training needs and goals 3. Prepare a training plan Conduct a live training Training, development, learning objectives, training materials, feedback, 4. Conduct a mock training session session evaluation Software Usage 1. Watch a tutorial on a financial software 2. Practice using a financial software 3. Discuss software features and issues Conduct a live 4. Train others on using a financial software training software session Software, interface, features, troubleshooting, user guide, technical support