An educational series designed to teach you all you need to know about the core financial statements your company is using to summarize important financial information about your business. This course is designed to give you the tools you need to think critically about your business case and how to tell a story with financials. Members only.
Available On Demand For You or Your Whole Team​
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COURSE CERTIFICATE AWARDED UPON COMPLETION.
the benefits
At the end of this series you will be able to:
Have informed discussions with your peers and business partners on an array of accounting concepts,
including debits, credits, assets, liabilities, equity, revenue, expenses, income, profits, losses, margins,
and working capital
Understand and interpret the three main financial statements: Balance Sheet, Income Statement (aka
Profit & Loss), and Statement of Cash Flows
Tell a story about a company’s level of performance by analyzing figures and metrics derived from their financial statements
A $1000 Value, Free When You JOin POPS for $595
A revolution is underway, and you're leading the charge. Join POPS and get access to this certification, as well as thousands in value.
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EVERYTHING YOU GET
Members
No salespeople allowed. A highly-vetted network of only People Ops Professionals​.
Value: $100/mo
Forum
Connect with Peers in real-time about human-centered topics on the forum.
Value: $200/mo
Resources
Policy templates, playbooks, and thought pieces from your POPS peers.
Value: $99+/each
Interactive Sessions.
Brainstorming sessions, classes, and interactive sessions with your peers.
Value: $499+/each
Vendor Recommendations.
Vendor reviews and recommendations from the community.
So. Much. Time. Saved.
White-Glove Service.
The POPS team will help you create/source resources you need.
Another plu$!
Free POPS schwag!
Priceless but awesome!
+Plus free PERKS Convention tickets
for your team ($480+) and 20% discount on SHOWCASE™ Virtual Benefit Fair Software
($500-$6,000 savings)!
Membership - $595/Yr
12 Month All-Access Pricing (All Inclusive)
COURSE SYLLABUS
Happy employees. Happy company.
SESSION 1
Basic Accounting Concepts & The Balance Sheet
Assets, liabilities, equity... We’ll cover all the ‘fun’ and incredibly important concepts to know and understand to add value to any business. We’ll review the important concepts that govern basic business accounting and you’ll walk away knowing what a Balance Sheet is as well as how to read it and use it as a tool.
SESSION 2
P&Ls & Cash Flow Statements
What is a Profit & Loss statement? Are we making money? Can we afford this new headcount or benefit expense before I pitch it? In this session we’ll deep dive into the
additional two financial reports that are crucial to business success, as we arm you with all you need to know to understand the health of your business, the impacts of certain
expenses, and how businesses manage cash (vs. profits). Your CFO is gonna flip!
SESSION 3
Other Business Metrics
All the acronyms on this one: KPIs, ARR, MRR, COGS, GP, GM... need we say more? Get ready to take notes and add all these terms (and more!) to your repertoire in Session 3
SESSION 4
Telling Stories with Financial Reporting
In our last session we’ll weave together our newly learned concepts and real life/interactive examples of companies and their financial stories to bring the power of financial reporting home. We’ll use case studies and various statements to discuss the concepts from prior sessions and give you the power to tell stories back to your team!
POPS FOR YOUR TEAM
The same great member benefits, at a discounted rate so your whole team can take advantage.
Small Team Membership
Up to 5 Members
$235 / mo
Large Team Membership
Up to 10 Members
$450 / mo
Looking for a customized package, or have questions? Send us an email.
