FINANCE & WEALTH MANAGEMENT Finance and Accounting for the Non-Financial Manager FOR INFORMATION AND APPLICATION PROGRAM OVERVIEW Through the Finance and Accounting program, you will gain a practical understanding of how to use nancial data to inform and impact the decision-making process. And, you’ll learn how to translate that information and apply it to your business quickly and e ciently. practice Instructional case studies featuring real business scenarios and applications are used daily to enhance the learning experience. Throughout the and accounting program, participant interaction and discussion leads to a rich classroom experience. EXPERIENCE In Finance and Accounting for the Non-Financial Manager , Wharton professors e and accounting in a way that is clear teach you the core fundamentals of and understandable, allowing for easy translation to your real business situations. You can apply the content of the program to your own business or managerial circumstance to make more informed decisions within your organization. www.seminarium.com.mx IMPACT • Become familiar with terminology and general principles • Interpr • Make the distinction between • Gain exposur approaches, including methods of valuation • WHO SHOULD ATTEND Participants in Finance and Accounting for the Non-Financial Manager are often among the most diverse group of individuals at Wharton. The program attracts: • decision making SESSION TOPICS Among the varied program sessions, Finance and Accounting topics include: • accounting functions • (55) 9172 2180 (01 800) 288 0723 informacion@seminarium.com.mx • The Role of Balance Sheets, Income Statements and Cash Flow Statements • The Quality of Earnings —What Is Real and What Are Accounting Tricks • Identifying the Drivers of Financial Performance • Evaluating Proposals to Invest Resources Individuals with backgrounds in cr Past participants have included vice presidents, regional directors, general managers, directors, and partners from a wide range of industries. We encourage companies to send cross-functional teams of executives to leverage the application and value of the program. CP-FA-1013 www.execed.wharton.upenn.edu • +1.800.255.3932 (U.S. or Canada) • +1.215.898.1776 (worldwide) • execed@wharton.upenn.edu EXECUTIVE EDUCATION FACULTY Finance and Accounting for the Non-Financial Manager ADDITIONAL FACULTY Richard Lambert, PhD Faculty Director Miller-Sherrerd Professor, Professor of Accounting, The Wharton School Professor Lambert’s research examines topics within financial and managerial accounting. In particular, he explores how information is related to the cost of capital in firms and how firms use information for performance evaluation. His articles have appeared in The Accounting Review, Journal of Accounting Research, Journal of Accounting and Economics, Rand Journal of Economics, and Strategic Management Journal. Brian Bushee, PhD Gilbert and Shelley Harrison Professor of Accounting, The Wharton School Robert Holthausen, PhD The Nomura Securities Company Professor, Professor of Accounting and Finance and Management; Chairperson, Accounting Department, The Wharton School Christopher Ittner Ernst & Young Professor of Accounting, The Wharton School Robert Verrecchia, PhD Elizabeth F. Putzel Professor,Professor of Accounting, The Wharton School He teaches an elective course in financial reporting in both the MBA and WEMBA programs, the core financial accounting class in the WEMBA program, and seminars in the doctoral program. He also teaches in various executive education programs. He is the recipient of several teaching awards. Professor Lambert previously taught at the Kellogg School at Northwestern University and the Graduate School of Business at Stanford University. He received a PhD from Stanford University in 1982, an MS in Statistics from Stanford in 1980, and a BEE in Electrical Engineering from the Georgia Institute of Technology in 1977. CP-FA-1013 www.execed.wharton.upenn.edu • +1.800.255.3932 (U.S. or Canada) • +1.215.898.1776 (worldwide) • execed@wharton.upenn.edu Peggy Bishop Lane Wrap Up Dinner Robert Holthausen Advanced Topics in Investment Analysis Robert Holthausen Case Discussion: Pressco Case Group Case Prep: Pressco Case Robert Holthausen Evaluating Projects II Peggy Bishop Lane Wrap Up Robert Verrecchia Assessing Earnings Quality: Second Case Discussion Group Case Prep McKinley International Case Lunch Robert Verrecchia First Case Discussion Robert Verrecchia Indirect Expenses Assessing Earnings Quality: Sales & Cost of Goods Sold Breakfast DAY 3 Reception Free Evening DAY 5 Have a Safe Journey Home Richard Lambert Case Discussion: Corbomax Corp. Group Case Prep: Corbomax Corp. Richard Lambert Strategy and Oversight Dinner Richard Lambert Case Discussion: Consider Your Options Group Case Prep: Consider Your Options Case Richard Lambert Financing, Leverage and Options Chris Ittner Managerial Accounting Chris Ittner Cost Accounting DAY 4 Robert Verrecchia, PhD Elizabeth F. Putzel Professor, Professor of Accounting, The Wharton School Robert Holthausen, PhD The Nomura Securities Company Professor, Professor of Accounting and Finance and Management; Chairperson, Accounting Department, The Wharton School Brian Bushee, PhD Gilbert and Shelley Harrison Professor of Accounting, The Wharton School Richard Lambert, PhD Faculty Director Miller-Sherrerd Professor, Professor of Accounting, The Wharton School FACULTY Financing and Accounting For the Non-Financial Manager SAMPLE AGENDA: Program start and end times are subject to change. Please DO NOT make travel arrangements based on this agenda. For more details, please contact Customer Care at +1.215.898.1776 or execed@wharton.upenn.edu Peggy Bishop Lane Wrap Up Richard Lambert Present Value Techniques and Applications Richard Lambert Financial Statement Analysis Overview Brian Bushee Intro Financial Statements Brian Bushee Intro Transactions Analysis Robert Holthausen Evaluating Projects I Program Overview Richard Lambert DAY 2 DAY 1 EDUCATION EXECUTIVE EXECUTIVE EDUCATION