STAFF LEARNING TRAINING &
DEVELOPMENT
Division of Human
Resources and Equity
Room 308
Administration Building
Westville Campus
Phone: 031 2602073
E-mail: krafts@ukzn.ac.za
Fax: 031 2602460
FINANCE FOR NON FINANCIAL MANAGERS
Interested permanent staff and staff on long fixed term contracts of longer than two
years are invited to register for a course on Finance for Non-Financial Managers as
follows:
Dates:
Duration:
Venue:
Target Audience:
17-18 March 2009
2 days
Durban Centre (To be advised)
Non financial managers or supervisors
Objectives:
At the end of this programme, delegates will be able to:
 Explain financial reports, budgeting techniques and financial indicators
 Prepare and understand financial statements using a triple bottom-line
approach
 Analyze and interpret financial information
 Prepare reliable and relevant budgets
 Make financing decisions: debt/equity considerations
 Be able to apply various tools in evaluating projects and investments
 Make informed investment decisions
 Apply good corporate governance
Topics:
The topics that will be covered on this module include the following:
Day 1
 Financial terminology
 The nature, scope and purpose of financial accounting and management
accounting
 The content and purpose of the principal accounting statements
 The meaning of debt and equity and the different types
 Budgets and budgetary controls
 Triple bottom-line reporting, society and environmental issues
 Users and the needs of users with an emphasis on suppliers of finance
 The accounting equation to measure economic result and position
 Understanding financial statements
 Sources of finance and assets
 The Companies Act, the Close Corporations Act, partnerships, trusts and sole
traders
 The King Code, business practice and users’ needs
 Business and business entities
 Analyzing financial and business transactions
 Presentation of financial statements
 Analyzing and interpreting financial statements
 Working capital management and setting of forecasts and budgets
Day Two
 The nature, scope and purpose of raising finance
 Basic concepts of corporate finance
 The evaluation of a project
 Types of capital
 Types of debt
 Tax considerations
 The nature of investment and financing decisions and how they inter-relate
 The calculation of the cost of finance
 Capital budgeting and project evaluation procedures and methods
 Non-discounting and discounting models
 The time value of money
 Working capital management
 Net present value methods
 Payback methods
 Cash flow methods
Methodology:
Lectures, discussions, exercises, individual presentations, group presentations
Please complete the attached registration form and return to Mrs Shahieda Kraft at
the address indicated above. Details of the venue and starting times will be
communicated to all registered participants in due course. There are limited spaces
for this course which will be allocated on a first come first served basis.
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STAFF LEARNING TRAINING &
DEVELOPMENT
Division of Human
Resources and Equity
Room 308
Administration Building
Westville Campus
Phone: 031 2602073
E-mail: krafts@ukzn.ac.za
Fax: 031 2602460
REGISTRATION FORM
FINANCE FOR NON FINANCIAL MANAGERS
17-18 March 2009
Kindly complete this form and mail, email or fax to Shahieda Kraft at address reflected above by
30 November 2008.
1.
GENERAL
SURNAME:
TITLE:
FIRST NAME/S:
STAFF NO.:
FACULTY/DIVISION:
DESIGNATION:
TEL: (W)
(CELL)
FAX NO:
E-MAIL ADDRESS:
ADDRESS:
2. DIETARY REQUIREMENTS
Normal:
Special diets (e.g. Halaal, vegetarian, food allergies):
Please encircle where applicable
3. TRANSPORT ARRANGEMENTS
Will you be travelling from Pietermaritzburg?
Please confirm whether or not you will use your own vehicle
Please confirm if you are able to give other staff a lift
YES
YES
YES
NO
NO
NO
(Please note that we will try to arrange transportation if there are a number of participants
from Pietermaritzburg. Individual travel claims will only be honoured if prior approval is
granted to use own vehicle).
4.
TERMS & CONDITIONS
There are limited seats for every workshop. Registration is therefore on a ‘first come first serve’ basis. Staff
who cannot be accommodated in this workshop will be given priority for the next similar workshop.
A late cancellation fee of R250-00 may be charged to Schools/Departments when less than 5 working days'
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notice is given of withdrawal.
Cancellation by simply not turning up to a workshop will increase the penalty to R500-00
A workshop may be postponed if there is less than 15 staff members registered to attend.
Line Managers must approve the registration and grant the necessary time-off for attendance of the
workshop.
5.
LINE MANAGER’S APPROVAL
I___________________________________________________(Name)
confirm that I have read the terms and conditions of registration and that approval has/ has
not(delete as appropriate) been granted for time-off to attend this workshop.
__________________
Signature
6.
_______________________
Date
ATTENDANCE UNDERTAKING BY STAFF MEMBER
I _____________________________________________________ confirm that I
have read the terms and conditions of registration and that I will advise the Learning, Training
and Development Unit if I am unable to attend due to work related reasons, at least five
working days in advance of the scheduled training date. I also undertake to advise the
Learning, Training and Development Unit as soon as possible if I am unable to attend as a
result of unforeseen personal reasons including illness or injury.
________________________________
Signature of Staff Member
_________________
Date
Please note that you will only receive a Certificate of Attendance after you have submitted the Evaluation
form.
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