CAPPA Seminar: Financial Analysis for Production Accountants (and other non-accounting designated financial team members)

Registration Deadline Extended: Noon October 29, 2018

Wednesday October 31, 2018

8:30 am – 4:00pm

Venue: University of Calgary, Downtown Campus, 906 – 8th Ave. SW, Calgary, AB

Check lobby screen for event room number.

Day of Registration: 7:45 – 8:15

Meals provided: Light breakfast snack, morning coffee break, Lunch, afternoon coffee break

Please advise of any dietary restrictions

TOPIC OUTLINE

Finance is a core pillar of knowledge for production accountants. Many production accountants are the liaison between the field and finance and as such, need to have a solid understanding of the type of information finance is looking for and how finance interprets results.

This workshop is geared toward production accountants who are looking to enhance their financial knowledge and analytical skills. At the end of this workshop, participants should be able to:

  • Read and understand financial reports more effectively
  • Interpret their organization’s financial results and communicate them more effectively
  • Describe the implications of various financial terms used to describe performance
  • Understand how Finance and senior Executives may analyze financial information to assess performance
  • Understand the quantitative analysis behind many decisions
  • Communicate more effectively with the Finance department and key decision-makers

As a result of the above learning outcomes, participants should find that their financial knowledge provides them with additional insight that ultimately will increase their career growth and potential.

Topics Covered:

  • Overview of general financial concepts
  • Key financial statements
    • Income Statement
    • Balance Sheet
    • Cash Flow Statement
  • Financial Statement Analysis – how to interpret financial results
  • Key financial ratios and performance measures
  • Liquidity
  • Profitability
  • Leverage
  • Efficiency
WORKSHOP FORMAT
This workshop is highly interactive. Participants will with exercises to learn through doing. It is highly recommended that participants bring a calculator with them to obtain maximum benefit.

Who will benefit

The workshop will be beneficial to production accountants, managers, senior managers, and directors who are looking to enhance their knowledge of finance. It will also be useful for individuals who are responsible for managing a cost centre or those who are evaluated on financial results.


Speaker:


Karine Benzacar, MBA, FCPA, FCMA, CPA (Del)

Karine Benzacar is Managing Director of Knowledge Plus Corp., an organization which specializes both in business training and in providing financial, accounting, and management information services. As a professional accountant, certified both in Canada and in the U.S., Karine’s practice has involved organizations all across North America. Her clients include many companies – large companies, such as the Bank of Nova Scotia, Magna, and IBM, start-up firms and the public sector, such as various departments of the Government of Canada.

Karine is a seasoned industry professional with over 20 years of solid industry experience. After beginning her career in the finance departments of Kraft Foods and Avon Products, she held senior financial management positions at three major Canadian Banks – Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many areas including budgeting, accounting, finance, project management, re-engineering, and strategic management. She is fluently bilingual in English and French.

Karine obtained an MBA from McGill University in Montreal. In addition to her industry experience, Karine has been teaching undergraduate, MBA, and Masters of Finance courses at several leading universities which include University of Toronto, Queens University, Concordia University, and Ryerson University. She is a highly acclaimed industry expert, has presented at national industry conferences, and has been facilitating Strategic Leadership seminars for the Society of Management Accountants for the past 15 years. She has published numerous articles in leading journals such as the National Post, Financial Post, CMA Management Magazine, HR Reporter, HRPA Magazine, Bottom Line and the RMA Journal and has been quoted as an industry expert in industry publications. She was awarded the FCMA designation an honorary designation where she was selected by her industry peers for her outstanding contributions to the industry, profession, and the community; this designation is held by less than 1% of CMAs in Canada. Most recently, she was involved in training accountants throughout Canada on International Financial Reporting Standards (IFRS), new financial standards which are reshaping the financial profession in Canada.

 

Price:

Members $398 plus GST

Non-members $478 plus GST (not a member? Click here to apply for membership)

Non-member plus new CAPPA membership $547 plus GST

Please note there are no walk-up onsite registrations.

Registration deadline: Noon October 29, 2018

Cancellation policy:

Cancellations must be received by email to office@cappa.org in order to cancel event registration.

The following refund policy applies to this event:

Full refunds will be given if cancellation to CAPPA occurs prior to midnight on October 15, 2018

A 50% refund will be given if cancellation to CAPPA occurs prior to midnight on October 23, 2018

Refunds will not be given after October 23rd.

A $20 administration fee is applies to full and partial refunds.

Registration, however, may be transferred to another attendee without an administration fee. Please notify CAPPA of the transfer to another attendee. The original registrant would be responsible to sort the payment out offline with the new attendee.