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Home > Courses > Courses Listing > Fundamentals of Finance and Accounting for
Non-Financial Managers
Updated In-Class 3 Days Online Popular Remote


FUNDAMENTALS OF FINANCE AND ACCOUNTING FOR NON-FINANCIAL MANAGERS

 * Professional Effectiveness
 * Course Code: 32218

Build financial acumen that will help you minimize risk and maximize profit.

Get a grip on what those numbers and financial documents really mean. Speak the
language of finance and make decisions which support the bottom line. The truth
is, no matter how great your management style or how innovative your ideas, your
performance in today’s economy will be measured in dollars and cents.

For organizations, this course supports the Performance and Productivity Impact
Area - improving resource management, agility and innovation.

 * Date
   Location
   Time
   
   
 * Jun 8, 2022 - Jun 9, 2022
   Live Online
   10:00 AM – 6:00 PM (ET)
   Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Jun 13, 2022 - Jun 16, 2022
   Live Online
   2:00 PM – 5:30 PM (ET)
   Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Jun 27, 2022 - Jun 28, 2022
   Live Online
   10:00 AM – 6:00 PM (ET)
   Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Jul 18, 2022 - Jul 21, 2022
   Live Online
   2:00 PM – 5:30 PM (ET)
   Jul 18, 19, 20, 21
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Jul 28, 2022 - Jul 29, 2022
   Live Online
   11:00 AM – 7:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Aug 8, 2022 - Aug 9, 2022
   Live Online
   9:00 AM – 5:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Aug 15, 2022 - Aug 16, 2022
   Toronto, ON
   9:00 AM – 5:00 PM (ET)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Aug 16, 2022 - Aug 19, 2022
   Live Online
   2:00 PM – 5:30 PM (ET)
   Aug 16, 17, 18, 19
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Aug 29, 2022 - Aug 30, 2022
   Live Online
   10:00 AM – 6:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Aug 31, 2022 - Sep 1, 2022
   Ottawa, ON
   9:00 AM – 5:00 PM (ET)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Sep 12, 2022 - Sep 13, 2022
   Live Online
   9:00 AM – 5:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Sep 19, 2022 - Sep 20, 2022
   Mississauga, ON
   9:00 AM – 5:00 PM (ET)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Sep 19, 2022 - Sep 22, 2022
   Live Online
   2:00 PM – 5:30 PM (ET)
   Sept 19, 20, 21, 22
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Sep 26, 2022 - Sep 27, 2022
   Live Online
   10:00 AM – 6:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Oct 6, 2022 - Oct 7, 2022
   Live Online
   11:00 AM – 7:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Oct 11, 2022 - Oct 20, 2022
   Live Online
   2:00 PM – 5:30 PM (ET)
   Oct 11, 13, 18, 20
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Oct 17, 2022 - Oct 18, 2022
   Toronto, ON
   9:00 AM – 5:00 PM (ET)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Oct 24, 2022 - Oct 25, 2022
   Live Online
   9:00 AM – 5:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Nov 3, 2022 - Nov 4, 2022
   Live Online
   10:00 AM – 6:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Nov 14, 2022 - Nov 15, 2022
   Calgary, AB
   9:00 AM – 5:00 PM (MDT)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Nov 14, 2022 - Nov 17, 2022
   Live Online
   2:00 PM – 5:30 PM (ET)
   Nov 14, 15, 16, 17
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Nov 29, 2022 - Dec 8, 2022
   Live Online
   2:00 PM – 5:30 PM (ET)
   Nov 29, Dec 01 ,06, 08
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Dec 7, 2022 - Dec 8, 2022
   Toronto, ON
   9:00 AM – 5:00 PM (ET)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Dec 12, 2022 - Dec 13, 2022
   Live Online
   11:00 AM – 7:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Dec 15, 2022 - Dec 16, 2022
   Live Online
   10:00 AM – 6:00 PM (ET)
   Note: Live Online sessions are eligible for 12 PDUs
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Jan 30, 2023 - Jan 31, 2023
   Ottawa, ON
   9:00 AM – 5:00 PM (ET)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Feb 22, 2023 - Feb 23, 2023
   Toronto, ON
   9:00 AM – 5:00 PM (ET)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Feb 27, 2023 - Feb 28, 2023
   Calgary, AB
   9:00 AM – 5:00 PM (MDT)
   ADD TO CART CHECK OUT
   
   Promotion Name
 * Mar 8, 2023 - Mar 9, 2023
   Mississauga, ON
   9:00 AM – 5:00 PM (ET)
   ADD TO CART CHECK OUT
   
   Promotion Name

Do you need a different date or location? We offer Courses On Request.


HOW YOU WILL BENEFIT

 * Identify and describe the different methods of accounting
 * Read, understand and evaluate financial statements
 * Analyze annual reports to determine an organization's true financial picture
 * Differentiate between fixed and variable costs and plan for profit
 * Review and analyze capital expenditure budgets and operating budgets and
   understand the function of the capital budget
 * Increase confidence in your decisions that impact the bottom line
 * Budget more effectively
 * Be able to understand and speak the language of finance and accounting
 * Minimize and manage risk
 * Build a strong management team who make decisions with due consideration for
   financial impact

Course Features

 * Hands-on activities to engage participants in demonstrating skills 
 * Job aid(s) and tip sheets to take back to the workplace
 * Sample business reports and documents for applied learning

 


WHO SHOULD ATTEND

This program is designed for non-financial managers in every functional area of
responsibility in all industries seeking to gain a better understanding of the
financial elements of their jobs.

What is the difference between Remote Access and Live Online?

 


FEES

$2,295 Member Fee
$2,545 Non Member Fee
View our pricing options and start saving today


ACCREDITATION

18 PDUs ( S&B: 18 )

Request More Information


FACILITATORS

Aadil Merali Juma
Anita Caputo
Jeffrey Sparling
Kim Candise Scott
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174 Reviews 4 Star


COURSE REVIEWS

 * Past Participant, Bell Media Nov 30, 2021
   
   Very relevant content and lots of time for deep discussions

 * Past Participant, Newfoundland Power Oct 25, 2021
   
   Excellent comprehensive content. I would have preferred in person but for a
   virtual course, the timing and variety of polls, exercises, chat and video
   kept my attention throughout.

 * Jin Baran, Sr. Accounting Specialist (Woodstock location), Toyota Tsusho
   Canada Inc Sep 20, 2021
   
   

 * Ai Seguin, Business Unit Supervisor, Toyota Tsusho Canada Inc Sep 20, 2021
   
   

 * Past Participant, Abbott Point Of Care Sep 9, 2021
   
   Great training and trainer. I enjoyed the interactivity and chance to
   practice.

 * Colin Tivendale, Supervisor, Manufacturing Engineering, PMP, Mold-Masters Ltd
   Aug 30, 2021
   
   Very interactive, lots of time to practice and give feedback. Good pace of
   instruction and material. Overall very beneficial training program.Janet was
   excellent - she knew the material very well - had a great format for
   discussion and instruction - knew when to take breaks, how to coordinate
   groups and was great at navigating zoom.I think the workbook is a great
   resource to keep for future reference. There are a few places it could be
   updated, but think its great and liked that you could enter notes into it.I
   thought all the exercises and presentations were really relevant and useful.
   The technology over zoom for slides was a lot to navigate for some, and you
   did not have a ton of times to work on slides. I think for some
   presentations, the time was used more for slides instead of script and
   practice. I would recommend only one major presentation with slides. I think
   we could have done the final presentation without slides and just focus on
   delivery and Q & A.Janet was very skilled at delivering feedback. I feel the
   participants were fortunate to have such rich, specific and thoughtful
   comments on how to improve. She was also very encouraging and provided a safe
   and welcoming environment to try things out and take risks. I learned a lot
   of valuable tools that I will implement in my future presentations - thank
   you!Also, Whitney was very helpful in determining which course to take, and
   ensuring I could move the date when I had to reschedule and helping me to
   access the course materials. Overall, very positive experience with CMC.

 * Michelle Aguayo, Director, Special Initiatives, Mitacs Inc. Jul 29, 2021
   
   David was very good and the content was applicable. It forced me to apply
   this to major accounts in my own practice.

 * Melanie Sattori, Project Manager, Evolve Training Concepts Ltd. Jul 19, 2021
   
   

 * David Neal, Technical/Commercial Manager, Koppert Canada Jul 19, 2021
   
   was a great session and Kurt did a great job keeping everyone engaged in this
   virtual forum.

 * Past Participant, Multimatic Inc Mar 19, 2021
   
   Excellent course.

 * Vince Rafters, Remanufacturing Manager, Liebherr-Canada Ltd. Nov 18, 2020
   
   

 * Past Participant, White Clarke North America Apr 8, 2020
   
   Good overview of concepts.

 * Past Participant, Multimatic Inc Mar 19, 2021
   
   

 * Past Participant, Veoneer Canada Inc Aug 21, 2019
   
   Course was good. Instructor was very engaging. It was clear he knew his stuff
   and knew how to teach as well. I felt that the material on how to read a
   financial report was interesting but not so relevant to my job. Could have
   used less of that. I was able to stick to my No-Caffeine rule in spite of
   what was arguably a very dry subject. He's a keeper in my opinion.

 * Past Participant, Rowes Construction Dec 11, 2019
   
   

 * Past Participant, Rowes Construction Dec 6, 2019
   
   Given the smaller class size and similar backgrounds I would have liked to
   see more similar examples of businesses in the same industry. It does help to
   have a financial background

 * Past Participant, Hay River Liquor Retailer Dec 11, 2019
   
   

 * Trish Best, The Regional Municipality of Durham Dec 19, 2019
   
   It was a lot of material in a short period of time. Luckily our facilitator
   was amazing. Aadil was very expressive and wow is he ever intelligent! he
   really knows his stuff and he wanted to make sure we understood what we were
   learning.eat a good breakfast, you're going to learn a lot.

 * Past Participant, Rakuten Kobo Inc Dec 19, 2019
   
   Aadil is very knowledgeable and provided lots of great real world examples
   which made the course material relatable.

 * Terry Rowe, Ptarmigan Inn Hotel Dec 6, 2019
   
   Was a nice refresher to intro to accounting. Some information regarding
   simple d/c or accounting standards were not relevant to a managers day to
   day. More discussion operating budgets and how to put in practice would help.
   Kim was great, tried her best to get students involved by real on the job
   scenario's. Really tried to make sure students understood concepts before
   moving on.

 * Past Participant, Magna International Inc. Aug 22, 2019
   
   Aadil is a very dynamic teacher. With a dry topic such as accounting I was
   nervous the facilitator would be boring and just reading through slides or
   the workbook. Aadil was the complete opposite and despite it being his first
   course at CMC you could tell he really just KNOWS the material from his
   personal and professional experience. He was very personable and
   approachable. I felt very comfortable asking questions. He used real life
   example and analogies to reinforce the lessons in the course material and
   explained how the outdated material has been updated. Great course to get a
   handle on the basic terminology used in finance and accounting.

 * Past Participant, Counterpoint Engineering Inc Aug 21, 2019
   
   The instructor was excellent. I would highly recommend having him continue
   the course.

 * Past Participant, Atlantic Canada Opportunities Agency Dec 31, 2019
   
   The course was really interesting, I gained a lot of knowledge. The
   facilitator kept things interesting and related to everyday life. Very
   pertinent to my job on a high level basis.

 * Kyle Malcharek, Rakuten Kobo Inc Dec 27, 2019
   
   I would have preferred spending 1 day on external finance reporting and 2
   days on internal finance reporting/budgeting as opposed to the other way
   around. Aside from that, the content of the course was fantastic and will be
   very useful. Aadil is a great teacher and was able to convey concepts that
   otherwise might be difficult to understand.

 * Diana Chong, Rakuten Kobo Dec 18, 2019
   
   Aadil is a great instructor! He's really engaging and used excellent examples
   that are easily relatable. Highly recommend him!

 * Past Participant, Rakuten Kobo Inc Dec 20, 2019
   
   Great course, great instructor. This topic is so deep that it is impossible
   to learn everything in 3 days. AAdil did a very good job of setting up a good
   context for all of the information so that I can dig in deeper on my own
   given my high-level understanding of how things work . The only thing that I
   didn't like was day 2's tour of the financial statements from Johnson and
   Johnson. We spent waaaay too much time on that and it was mostly unimportant
   information. Better to chop that section down by a lot and spend more time on
   the day 3 content. I put these in the other comment box! Aadil did a great
   job of communicating the information, it's relevance, and teh bigger picture
   context. The stories and examples were interesting and kept me engaged.
   Really interesting for getting a high-level understanding of the world of
   finance and accounting.

 * Past Participant, National Research Council Aug 27, 2019
   
   

 * Past Participant, Labelink Aug 22, 2019
   
   

 * Miles Reid, Serpent River First Nation Economic Development Corporation Jun
   7, 2019
   
   Great facilitator. Very engaging and knowledgeable.

 * Past Participant, University of Quebec Apr 12, 2019
   
   Great dialogue and discussion with the instructor and other attendees.
   Material we used as support was well built and with useful information. Great
   experience. Able to dive into our questions and provide thoughtful answers
   Very satisfied with the program and take aways.

 * Past Participant, Canada Post Corporation Apr 12, 2019
   
   Provided great relatable examples

 * Past Participant, Canadian Nuclear Safety Commission Apr 12, 2019
   
   Great facilitator

 * Pamela Hodder, Cantega Technologies Inc. Apr 11, 2019
   
   

 * Past Participant, Toyota Tsusho Canada Inc Mar 18, 2019
   
   Very intensive but good relevant information

 * Past Participant, Brookfield Residential Mar 16, 2019
   
   Jason is truly a great teacher. Very patient and shared wonderful real life
   experiences. His sense of humour was outstanding. Love this guy! Len
   Wonderful! Pam did a great job.

 * Meagan Wabie, Widjikiwe L.P Mar 18, 2019
   
   

 * Past Participant, Enwin Utilities Limited Mar 18, 2019
   
   

 * Past participant, Stoney Tribal Administration Dec 11, 2018
   
   The course material itself was very good. However with missing a full day I
   felt everything wasn't covered in a timely manner. Jeff did his best to cover
   all of it so I commend him for that. With that I'd like to ask for a discount
   for future courses.

 * Past participant, Environics Research Group Oct 24, 2018
   
   Solar powered calculators only work when there is light. Module 6 deserves
   more time for the exercise.

 * Past participant, L-3 Wescam Oct 23, 2018
   
   Subject matter can be a lot to cover in 3days. A forth day would be
   beneficial and would allow for more practical exercises. Facilitator was able
   to effectively communicate course material in a manner I could easily
   interpret. Excellent opportunity to improve my understanding of
   accounting/finance terminology and principles.

 * COLIN COUTINHO, ROYAL BUILDING PRODUCTS, A WESTLAKE CHEMICAL COMPANY Oct 28,
   2018
   
   Great refresher course on the fundamentals of Accounting Excellent

 * Jaylyn Howell, CEDA Sep 23, 2018
   
   The instructor (Kim Scott) was great; she made the course material relatable
   to our experiences, and kept the class engaged. The course book would have
   been enhanced by separate worksheets (rather than flipping through pages of
   the book, back and forth, to complete activities with information contained
   elsewhere in the book; more space for notes within the book). Also, with
   current technology, could have been suggested we bring our laptops and could
   have done calculations in Excel etc rather than pencil, paper and calculator.
   Kim was relatable and ensured we understood the concepts being taught. She
   kept the class engaged.

 * Past participant, Brookfield Renewable Partners Aug 30, 2018
   
   

 * Past participant, Canada Post Corporation Aug 28, 2018
   
   

 * Past participant, Go Transit /Metrolinx Jun 6, 2018
   
   Frank is very entusiathic and was able to transmit that feeling to all of us
   during he course. He knows very well what he is talking about and knows how
   to explain it.

 * Cathy Borsa, GTAA Oct 25, 2017
   
   

 * Joselyne , Psiquepol Jun 13, 2017
   
   Great course, I think it would be usefull if we use more "services companies"
   examples since the course is more focused on industry or manufactured.
   Caroline is a great facilitator, she always solved my doubts and get the team
   into participation and sharing comments. I think the attendants of the course
   should be well defined because there can be people who are more advance than
   others on finance and accountability matters and the level of the course may
   not be for that ones. is more basics (which worked great for me)

 * Past participant, Stackpole International Apr 11, 2017
   
   

 * Past participant, Ontario Ministry of Health and Long Term Care (MOHLTC) Apr
   11, 2017
   
   

 * Past participant, Parmalat Canada Ltd. Sep 27, 2017
   
   Interesting and good flow. Great guy with huge experience related directly to
   this topic. facility was fantastic

 * Past participant, Parmalat Canada Ltd. Sep 26, 2017
   
   

 * Robin Harper, City of Lethbridge Mar 8, 2018
   
   Kim was excellent! Knowledgeable and engaging.

 * Bill Letourneau, Athabasca catering ltd partnership Oct 1, 2018
   
   

 * Past participant, Roche Canada Jun 10, 2018
   
   The book content was reviewed very quickly and really required me to re-read
   the information prior to the classes. There was a lot of discussion about
   other applications and less about the book content. Very intelligent and
   engaging but many of the concepts were very new to me and the pace was too
   quick.

 * Past participant, Cameco Fuel Manufacturing Jun 10, 2018
   
   Knows his stuff, good course

 * Past participant, Johnson & Johnson Jun 5, 2018
   
   I thought this course would touch more on the day to day financing for a
   business, but it was very broad and instead spoke of investments and high
   level finance - the course was quite fast paced. Instructor was quick and
   kind. He was quick with teaching and fast paced, but knowledgeable.

 * Past participant, Canadian Tire Corporation, Limited Aug 22, 2017
   
   

 * Past participant, Royal Building Products Mar 11, 2018
   
   Great Knowledge

 * Past Participant, Canadian Western Bank Sep 17, 2017
   
   The instructor was using a different version of the notebook so we were never
   on the same page; there was content in the workbook that is out of date (CICA
   vs CPA). The instructor had us do an exercise before we had reviewed the
   content so the class was confused about how we could do an exercise on
   something that hadn't been covered. She was very knowledgeable on the
   subject; however, her teaching style did not complement my learning style so
   I wouldn't say I was completely engaged over the three days.

 * Cathy Borsa, GTAA Oct 25, 2017
   
   

 * Samantha F, Monir Precision Monitoring Oct 25, 2017
   
   Jason is an amazing facilitator. He broke down and built up the content in an
   interesting and fun way that kept us engaged. His real-world examples were
   simple to follow and easily understood. If you have an opportunity to take
   one of Jason's courses, I highly recommend. Left my comments in the first
   box... The facility was very accessible, staff was friendly and welcoming,
   lunches were delicious. I had a great time attending. I found the information
   very applicable and very well delivered and enjoyed my time at CMC.

 * Joselyne, Psiquepol Jun 13, 2017
   
   Great course, I think it would be usefull if we use more "services companies"
   examples since the course is more focused on industry or manufactured.
   Caroline is a great facilitator, she always solved my doubts and get the team
   into participation and sharing comments. I think the attendants of the course
   should be well defined because there can be people who are more advance than
   others on finance and accountability matters and the level of the course may
   not be for that ones. is more basics (which worked great for me)

 * Past Participant, University of Toronto Jun 8, 2017
   
   The content of this course was a great introduction to financial accounting!
   Caroline was engaging and positive. You can tell that she has a clear passion
   for the content.Caroline was a great facilitator! It may be useful for
   participants to take an aptitude survey in advance to ensure that they are
   registered for the appropriate course. Some participants who were clearly not
   beginners to financial accounting disrupted Caroline's teaching and took away
   from the course.

 * Past Participant, Griffith Foods (Formerly Griffith Laboratories) Jun 6, 2017
   
   

 * Michael K, University of Toronto Apr 12, 2017
   
   I wasn't sure what to expect with the course but I was very happy with the
   course material covered. I believe it covered all the important areas that I
   was hoping for except for budgets but I understand that budgeting is another
   course on it's own that can be taken. It was clear and to the point. The
   course material will also be a valuable resource and reference. Jason was
   amazing. He is incredibly knowledgeable and insightful about the course
   subject. His teaching style and delivery were outstanding. He had my full
   attention for every minute of the 3 days. He had an excellent rapport with
   the students and was able to relate much of the material and concepts to
   everyday work situations. He really brought the material to life. He is
   obviously very passionate about the subject and it shows through in his
   ability to hold the class' attention. Learning from Jason was a great
   experience and has inspired me to follow up on what I've learned from him.I
   really feel that the course and experience was well worth the time and money.
   I can't say enough about how much Jason brought to the whole experience.

 * Past Participant, Stackpole International Apr 11, 2017
   
   

 * Past Participant, Ontario Ministry of Health and Long Term Care (MOHLTC) Apr
   11, 2017
   
   

 * Past Participant, Mother Parkers Tea & Coffee Inc. Apr 11, 2017
   
   The course itself is challenging to cover in 3 days especially for a non
   financial manager, but was a good overview. Difficult to find relevance to
   the work place but may use it sometime in the future. Jason is an excellent
   communicator. Definitely recommend him. He went out of his way to ensure the
   class was engaged at all times and had a vast amount of knowledge that he was
   able to pass on to us in the short time we had. The hotel setting was
   average. The food wasn't too great - same meal everyday. No breakfast bagels
   or muffins. Would have been a nice touch, considering the location changed
   last minute.

 * Tony B, McCarthy Tetrault Apr 11, 2017
   
   

 * Past Participant, Parmalat Canada Ltd. Nov 16, 2017
   
   

 * Past Participant, Parmalat Canada Ltd. Sep 27, 2017
   
   Interesting and good flow. Great guy with huge experience related directly to
   this topic. facility was fantastic

 * Past Participant, Parmalat Canada Ltd. Sep 26, 2017
   
   

 * Past Participant, Aboriginal Business Development Centre Aug 24, 2017
   
   

 * Past Participant, Groupe Touchette Inc. Aug 24, 2017
   
   

 * Past Participant, Canadian Tire Corporation, Limited Aug 22, 2017
   
   

 * Past Participant, International Union of Operating Engineers (IUOE) Aug 24,
   2017
   
   

 * Past Participant, Versatile Solutions (Versos) Mar 6, 2017
   
   
   
   The course duration should be 5 days not 3 days as 3 days are not enough.
   
   

 * Christine R. Mar 4, 2017
   
   
   
   Although the course did not specifically target my current role within Canada
   Post, the course was excellent and I gained much insight. Jason was an
   excellent facilitator - the pace was perfect and his delivery was easy to
   understand and follow. Thank you.   
   
   

 * Past Participant, Institute for Canadian Citizenship Mar 2, 2017
   
   

 * Shauna-Rae S. Dec 7, 2016
   
   
   
   There needs to be some consistency within the manual in relation to the
   exercises, maybe using one company and one case study throughout the manual.
    I got a lot of relevant knowledge and look forward to using this knowledge
   in my workplace. Awesome facilitator, she is very knowledgeable  
   
   

 * Past Participant, Waterfront Toronto Jun 13, 2016
   
   

 * Past Participant, Molson Coors Aug 24, 2016
   
   
   
   The course was not at all what I was expecting
   
   Facilitator jumped around too much and we could not follow him in the book
   and he also assumed we always knew what he was talking about. The vast
   majority of the class had no finical experience. I would suggest that the
   course was put on the overhead projector so everyone could follow 
   
   

 * Past Participant, Sudbury INO, A Glencore Company Aug 23, 2016
   
   
   
   Great reference materials are provided that I can use in the future
   
   

 * Peter C. Jun 8, 2016
   
   
   
   Jason is a highly knowledgeable instructor that does an amazing job keeping
   things moving at the perfect pace. He is also highly engaging and obviously
   passionate about accounting and finance so there is never a dull moment!
   Jason also brings a realistic perspective to the course which I thought was
   great. Given the course subject matter which on the face of things is rather
   dry stuff, Jason did an excellent job!
   
   

 * Scott C. Jun 7, 2016
   
   
   
   Very good introduction to key concepts of Accounting and Finance.
   
   Enjoyable course and well worth time and $ spent. Only criticism would be
   location, I live outside GTA with a 2 hour commute each way.
   
   

 * Past Participant, CIBC Mar 29, 2016
   
   
   
   Jason was engaging with his presentations and very knowledgeable with the
   course.  His use of real life examples really made a difference in helping to
   understand the material and the applicability of it.
   
   I really enjoyed the course and would be interested in taking others that are
   facilitated by Jason.
   
   

 * Past Participant, TransCanada PipeLines Ltd. Mar 2, 2016
   
   

 * Past Participant, TransCanada PipeLines Ltd. Mar 2, 2016
   
   
   
   I think this course could have easily been condensed into 2 days. I
   personally think that examples/exercises could have been a bit more catered
   to the audience. For example, 5 of the 6 people were from a pipeline company
   and all the examples, material were for manufacturing companies. I also think
   I would have rated this course a lot higher if they would have used a
   relevant Annual Report.   
   
   Day one and 3 were much better than Day 2. I think the facilitator was very
   good when she had slides to refer to. But read straight from the book when
   there were no slides for Module 4 and 5 I think it was. One suggestion that I
   can make is that the facilitator review the company the students are with
   before hand and try to bring in examples that the students can relate to.
   
   

 * Past Participant, TransCanada PipeLines Ltd. Mar 2, 2016
   
   
   
   Kim was a good instructor. Her use of the flip charts helped to keep me
   engaged. 
   
   

 * Past Participant, Weir Canada Inc. Mar 2, 2016
   
   
   
   Course content is great. Found it very useful. 
   
   

 * Past Participant, TransCanada PipeLines Ltd. Mar 1, 2016
   
   
   
   The course content could have been completed in two days rather than three.
   
   

 * Past Participant, Timmins Economic Development Corporation Feb 10, 2016
   
   
   
   It was a valuable learning opportunity. I would have benefited from the
   content being supplemented with bookkeeping information; however, there's
   only so much time in one course.
   
   Jason was clearly experienced and knowledgeable. He was a very effective
   facilitator. 
   
   

 * Past Participant, Buckman Laboratories Feb 8, 2016
   
   
   
   Very good course.  But disappointed that course material is hard copy.
    Please work out copyright details and get this material available as PDF
   files.  I will not carry around this material.  If I could use it as a
   copyright protected reference on my laptop that would be great.  This is a
   major flaw in the material provided and a potential deal breaker to use AMA
   in the future.
   
   

 * Past Participant, Beausoleil First Nation Jan 27, 2016
   
   
   
   I appreciate the accommodation to my participation (having a visual
   impairment) - the material was in large enough print that I have no
   difficulty following.  Although I was not able to see the flip chart work,
   the instructor verbal delivery was right on so that was welcome and I wasn't
   at a disadvantage at all.    In terms of course content, the benefit to me
   within my work was peripheral - corporate finance for the most part and very
   limited in terms of the non-profit sector which I work within.  I did enjoy
   what was covered and surprisingly I learned quite a lot.   
   
   I like the style and intensity of course delivery.  
   
   I admire the facilitator's passion for what he does, and he does it very
   well.  
   
   

 * Past Participant, Europtimum Display Inc Jan 26, 2016
   
   

 * Past Participant, Liquor Control Board of Ontario (LCBO) Sep 20, 2015
   
   
   
   Very engaging and patient. Jason was excellent at explaining complex
   concepts.
   
   

 * Past Participant, Conestogo Electric Inc Sep 20, 2015
   
   

 * Past Participant, Legal Aid Ontario Sep 20, 2015
   
   
   
   Instructor, Jason, was absolutely excellent.  Very engaging, humorous, and
   knew his stuff inside out.  Was able to re-apply the base knowledge to
   private and public sectors and various real work examples.  Amazing work.
   
   

 * Past Participant, Independent Electricity System Operator (IESO) Sep 20, 2015
   
   
   
   Jason is an amazing instructor - he was able to articulate complex subject
   matter in a digestible way.  He is also funny and engaging.  It was a
   pleasure to work with and learn from him. 
   
   

 * Past Participant, Global Matrix Sep 20, 2015
   
   
   
   Thank you Jason for a great learning session!
   
   

 * Shereen I. Sep 17, 2015
   
   

 * Heather W. Sep 17, 2015
   
   
   
   I enjoyed this course very much and found Jason to be an excellent
   facilitator.  He covered the material and kept it engaging and interesting.
    I am very pleased with all aspects of the course.  Thank  you very much.
   
   

 * Past Participant, TransCanada PipeLines Ltd. Sep 2, 2015
   
   
   
   Excellent instructor. Instructor was very knowledgeable, and put in the
   effort to help us understand more about the financial health of our
   companies. 
   
   

 * Debbie Z. Aug 13, 2015
   
   
   
   Excellent Course, however I felt overwhelmed at the amount of information
   condensed into a few days. The Facilitator of this course was a wealth of
   knowledge and a finance machine. His explanations were simplistic and
   relatable.
   
   

 * Past Participant, Ontario Lottery and Gaming (OLG) Jul 23, 2015
   
   
   
   I enjoyed the material, learning and Jason's discussions based on his
   experience brought a real life component that is often missing from
   facilitated training. Thank you. As mentioned before I enjoyed his real life
   examples and the case study of JnJ as well as his sense of humor. 
   
   

 * Past Participant, Ontario Ministry of Agriculture, Food, and Rural Affairs
   (OMAFRA) Jul 23, 2015
   
   
   
   More time is needed as Module 7 was not covered. One of the best
   Facilitator's I've had.
   
   

 * Past Participant, Fuel Advertising Jul 23, 2015
   
   
   
   Was well paced and covered a lot of material without being overwhelming.
   Jason most definitely knows the content and has deep accounting/finance
   knowledge which he can impart clearly - ensuring that the students understand
   before moving on to the next concept.
   
   

 * Past Participant, Bell Mobility Jul 21, 2015
   
   
   
   Jason is an excellent instructor and clearly has passion for the subject. I
   appreciate his experiences resulting in a practical and principled
   instruction. I have already recommended him at Bell and will be interested in
   taking the budgeting course in the future.
   
   

 * Past Participant, TransCanada PipeLines Ltd. Jun 14, 2015
   
   
   
   Would have preferred more detail going into actual financial statements.
    Couse pace was extremely slow and I felt a lot more material could have been
   covered
   
   

 * Past Participant, TransCanada PipeLines Ltd. Jun 4, 2015
   
   
   
   good group discussions great instructor
   
   

 * Past Participant, TransCanada PipeLines Ltd. Jun 4, 2015
   
   
   
   Excellent course.
   
   

 * Evan P. May 13, 2015
   
   

 * Past Participant, Glencore Canada Corporation May 10, 2015
   
   

 * Jay F. May 10, 2015
   
   
   
   Really enjoyed the course. I was glad I took the course and I know I got what
   I needed and then some to be able to better understand the financial
   documents I receive on a regular basis. Sue was an excellent facilitator. She
   certainly knew the topic very well and could explain it well. Good variety of
   teaching technics were used as well to keep me engaged.
   
   

 * Past Participant, Home Trust May 10, 2015
   
   

 * Past Participant, CIBC - Toronto May 10, 2015
   
   
   
   I thought Sue was very clear in speaking and kept the classroom engaged at
   all times. Very good!!!!!
   
   

 * Past Participant, TransCanada PipeLines Ltd. Feb 8, 2015
   
   

 * Sanjiv M. Mar 20, 2015
   
   
   
   Well planned and flow of information was continuously building on
   previous.Informative with real / current examples.
   
   

 * Past Participant, Peel Regional Police Mar 12, 2015
   
   
   
   Great combination of technical knowledge and real life application. The
   instructor kept it interesting. It's alot of material to cover in three days
   particularly if you do not have a strong finance background. Very engaging,
   knowledgeable, in tune with the participants on pace, and ensurethat everone
   undertands the concepts. 
   
   

 * Mike B. Mar 11, 2015
   
   
   
   Great instructor!
   
   

 * Past Participant Jun 14, 2015
   
   
   
   Would have preferred more detail going into actual financial statements. 
   Couse pace was extremely slow and I felt a lot more material could have been
   covered
   
   

 * Konrad P Jun 4, 2015
   
   
   
   good group discussions
   
   

 * Past Participant Jun 4, 2015
   
   
   
   Excellent course.
   
   

 * Evan P. May 13, 2015
   
   

 * Past Participant May 10, 2015
   
   

 * Jay F. May 10, 2015
   
   
   
   Really enjoyed the course. I was glad I took the course and I know I got what
   I needed and then some to be able to better understand the financial
   documents I receive on a regular basis.
   
   

 * Past Participant May 10, 2015
   
   

 * Past Participant May 10, 2015
   
   

 * Past Participant, TransCanada Apr 1, 2015
   
   

 * Past Participant, Oct 27, 2014
   
   

 * Jason C. Oct 26, 2014
   
   

 * Johan L. Oct 3, 2014
   
   

 * RITA P. Sep 7, 2014
   
   

 * Past Participant, TD Sep 7, 2014
   
   

 * Past Participant, Ontario Securities Commission Sep 7, 2014
   
   

 * Past Participant, Global Vintners Inc. Sep 7, 2014
   
   

 * Past Participant, CIBC Sep 7, 2014
   
   

 * Past Participant Sep 7, 2014
   
   

 * Past Participant, Superior Cabinets Jul 28, 2014
   
   

 * Past Participant, Millar Western Forest Products Ltd. Jul 27, 2014
   
   

 * Deirdre C. Jul 27, 2014
   
   

 * Christopher M. Jul 27, 2014
   
   

 * Past Participant, Abbott Point of Care Mar 24, 2014
   
   

 * Past Participant, St Marys Cement Inc Apr 30, 2014
   
   

 * Jacqueline P. Apr 27, 2014
   
   

 * Past Participant, The Calgary Zoo May 12, 2014
   
   

 * Past Participant, powerstream Feb 26, 2014
   
   

 * Past Participant, Enbridge Gas Distribution Feb 24, 2014
   
   

 * Antonella S. Aug 22, 2014
   
   

 * Cory W. Feb 3, 2014
   
   

 * Past Participant, Sherritt International Corporation Dec 1, 2013
   
   

 * Past Participant, Piramal Healthcare (Canada) Limited Dec 1, 2013
   
   

 * Past Participant Dec 1, 2013
   
   

 * Gail F. Dec 1, 2013
   
   

 * Lyle C. Oct 20, 2013
   
   

 * Amanda M. Sep 8, 2013
   
   

 * ANDY P. Sep 7, 2013
   
   

 * Past Participant, Self Employed Sep 6, 2013
   
   

 * Past Participant, ERCO Worldwide Jul 28, 2013
   
   

 * Past Participant, Alphora Research Inc Aug 5, 2013
   
   

 * Past Participant Apr 28, 2013
   
   

 * Past Participant, Gibson Energy ULC Jun 26, 2013
   
   

 * Past Participant, Liebherr-Canada Ltd. Jun 16, 2013
   
   

 * Past Participant, Natural Sciences and Engineering Research Council Jul 2,
   2013
   
   

 * Kristy H. Jun 5, 2013
   
   

 * Past Participant, BBM Canada May 21, 2013
   
   

 * Past Participant May 21, 2013
   
   

 * Nicola H. Feb 20, 2013
   
   

 * Past Participant, clearstream energy services Apr 14, 2013
   
   

 * Past Participant, EU Delegation Feb 4, 2013
   
   

 * Andrea B. Feb 4, 2013
   
   

 * Past Participant, CHC Helicopters Mar 4, 2013
   
   

 * Past Participant, Defence Construction Canada Feb 25, 2013
   
   

 * Stefania A. Feb 24, 2013
   
   

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