The Finance for Non-Finance professionals half day training course is for the support professional that is looking to gain an understanding of the financial implications of their day-to-day decisions, and the impact these may have on the business.
It is also important that support professionals have a solid grasp of basic financial awareness in order to agree and manage budgets effectively and appreciate core finance principles.
This Finance for Non-Financial Managers training course is aimed at any support professional that would like to be more financially aware.
The course will cover a high-level view of the following:
• An Introduction to Finance Basics
• Understanding Financial Terms
• Financial Statements
• The Profit & Loss Statement (Income Statement)
• The Balance Sheet
• Cash Flow
• The Cash Flow Statement
• Working with Budgets
• Budgets and the Operational Plan
• Writing a Budget
• Budget Planning Practice
• Monitoring the Budget
By the end of this course, you should be able to:
• Understand the general impact on organisational finances and interpret key facts
• Understand financial terms and confidently discuss issues that affect company finance
• Interpret the three key financial statements – Profit & Loss, Balance Sheets and Cash Flow
• Plan, Implement and Monitor a Budget
EPAA members who are part of the CPD programme will gain 5 CPD credits for your attendance on this virtual course.
This course is being delivered by EPAA CEO Victoria Wratten and is also being recorded and a workbook will be sent in the day prior to the date.
Payment is required for members and non-members of the Association in advance of each date. This is non-refundable.
Substitute attendees are not permitted on any of these workshops.
Force Majeure Event:
In no event shall the Executive & Personal Assistants Association Ltd, be responsible or liable for any failure or delay in the performance of its obligations hereunder arising out of or caused by, directly or indirectly, forces beyond its control, including, without limitation, strikes, work stoppages, accidents, acts of war or terrorism, global pandemics, civil or military disturbances, nuclear or natural catastrophes or acts of God, and interruptions, loss or malfunctions of utilities, communications or computer (software and hardware) services; it being understood that the Executive & Personal Assistants Association Ltd shall use reasonable efforts which are consistent with accepted practices in the industry to resume performance as soon as practicable under the circumstances.
Event dates, sessions, venues, and postponement:
We reserve the right to alter event dates, venues and/or location where necessary without liability, as per the force majeure above.
We will endeavour to give delegates as much notice as possible of any such change via the attendee’s email address provided at time of booking.
We cannot offer refunds and are not be liable for any other costs incurred including (for example) travel charges or any consequential damages, even if we were advised of these costs.
The Executive & Personal Assistants Association Ltd reserve the right to change speakers or sessions without prior notification. The most up to date changes to the programme will be found on the event page.
Photography & Filming:
There may be a professional photographer and/or video production taking place during the Event which may be used at a later date for promotional and other uses. Delegates who do not wish to be filmed or recorded should advise the Organisers by email in good time before the Event, by emailing firstname.lastname@example.org
Views expressed by speakers are their own. The Executive & Personal Assistants Association Ltd assume no responsibility for the content of presentations or materials provided by speakers at the Event and the Executive & Personal Assistants Association Ltd cannot give any warranty that the information will be accurate or up to date.
Subject to the paragraph below, the Executive & Personal Assistants Association do not accept liability for any error or omission and excludes all liability for any action you may take or loss or injury you may suffer (whether direct or indirect, or any indirect, consequential or special loss) howsoever arising for advice given, or views expressed, by any speaker at the Event or in any material provided to delegates or as a result of you relying on the same.
We do not attempt to exclude or restrict liability for death or personal injury caused by the Organiser’s own negligence or any other liability the exclusion and restriction that cannot be excluded or restricted by English law.
The Executive & Personal Assistants Association Ltd does not accept responsibility for attendees’ personal belongings or valuables, for example, laptops or communications devices, brought to courses. These always remain the responsibility of the individual attendees during the training session.
The Executive & Personal Assistants Association Ltd reserves the right to remove any attendee from the course, should their behaviour be deemed inappropriate. In such event, no refund of travel costs or accommodation or other costs will be made.
EPAA Member Rate
Early Bird Non Member
Victoria is a multi-award winning Executive Assistant and qualified trainer and coach.
She is extremely passionate about the role of the EA and actively encourages it as a truly fantastic career choice, after experiencing an extraordinary career journey herself.
Victoria has worked across numerous sectors during her 20 year career, which includes FTSE, Third Sector and Financial Services.
In 2016 Victoria opened EPAA, in order to provide a professional voice for EAs and PAs across the United Kingdom. With topical campaigns and fast energy, she has worked tirelessly since the age of 20 to protect the long term future of the UK profession.
Use the below form or external URL to book your place.
The cookie settings on EPAA.ORG.UK are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.