Santa Clara University

Finance and Financial Reporting for Non-Financial Managers

During challenging economic times, financial acumen is necessary at every level within the organization. Corporate executives and managers need a solid understanding of the financial information provided by profit-oriented companies to external decision makers, especially in today's highly scrutinized environment. This accessible overview of Finance and Financial Reporting for Non-Financial Managers offers exactly what you need to become financially fluent. This program will help you understand the concepts and tools necessary to make decisions affecting company profitability, strengthening your ability to lead and improving your ability to communicate with people in financial areas and to contribute to financial decisions.

Program Benefits
After attending this program you will:

• Understand the important role financial information plays in resource allocation
• Learn the function of financial reporting and understand the environment in which it operates
• Become acquainted with the important issues involving accounting for business combinations
• Read and analyze corporate financial statements
• Become conversant with basic managerial and cost accounting terms and concepts
• Understand the relationship among costs, volume, and profitability
• Be able to identify the relevant costs in incremental decision making

Who Should Attend
Non-financial managers in areas such as marketing, sales, manufacturing, and engineering, as well as the general manager who has been promoted through these functional areas.

Advance Reading (optional):

The benefits of this program are enhanced if participants read in advance chapters 1, 2, 3, and 5 of Financial Accounting: A Management Perspective. This product includes a workbook and a CD and can be obtained directly from Ivy Software for $60. The phone number is 1-800-342-5489. Mention that you are a Santa Clara University student. IMPORTANT! It takes from 7-10 days to receive this material after it is ordered from Ivy Software, so plan ahead!

Faculty

Michael Calegari is an Associate Professor of the Department of Accounting at Santa Clara University.

Dr. Calegari's teaching and research interests are mainly in financial statement analysis and taxation. His research has been published in several leading accounting and tax journals, including The Accounting Review, Journal of Accounting and Economics, Contemporary Accounting Research, National Tax Journal, and the Journal of the American Accounting Association. In 2004, Dr. Calegari was co-recipient of the Deloitte Teaching Innovation Award from the American Taxation Association.

Born in Oakland, Dr. Calegari attended schools in San Leandro and Hayward, received a B.S.B.A from the University of San Francisco in 1980, an M.S. in Taxation from Golden Gate University in 1986, and a Ph.D. from the University of Arizona in 1996.

Dr. Calegari began his professional career as a certified public accountant in 1980 with John Forbes & Co., CPAs in San Francisco. He worked as a CPA in the Bay Area for about 10 years, when he left the profession to get his Ph.D. at Arizona. Before joining Santa Clara University 2000, Dr. Calegari was a associate professor at Georgia State University. After joining Santa Clara University, he has served as chair of the accounting department during the years 2003-2008 and has taught the lead course in the popular Certificate of Advanced Accounting Proficiency Program for the past six years.

Michael Eames is an Associate Professor of the Department of Accounting at Santa Clara University

Dr. Eames received his B.S. in Business and a M.S. in Fisheries and Wildlife Management from the University of California at Berkeley. He subsequently earned his M.B.A in Finance and Ph.D. in Accounting from the University of Washington, Seattle, and obtained his C.P.A in Washington State.

His work experience includes environmental and archeological work for the National Park Service, nine years of salmon management and research activities in Washington State, consulting with PriceWaterhouse, and risk management analyses with Bank of America.

Dr. Eames’ research interests are mainly in the areas of analyst forecast error and earnings management. His research has been published in leading accounting journals, including The Accounting Review, Contemporary, Accounting Research, the Journal of Accounting Research.

Dr. Eames and his wife, Leilani, have two sons and live in San Jose. His outside interests include Nordic fiddling and dance, backpacking, fly fishing, and temperate zone pomology.

Refund and Cancellation Policy:
All requests for refunds must be sent by email to scuedc@scu.edu. The Executive Development Center's refund policy states that program registrants unable to attend will receive a refund under the following conditions:

• More than two weeks prior to the program will incur a $100 processing fee
• Less than two weeks prior to the program, 50% of the program fee will be refunded
• If a participant is a no-show for a program, no refund will be given

The Executive Development Center reserves the right to cancel any program for which minimum enrollment is not met prior to the program's beginning date. If a program is canceled, participants will be notified, and the full registration fee will be refunded.

Substitutions and Rollover policy:
Participant substitutions are allowed for all programs. The substitute information must be sent by email to scuedc@scu.edu or call 408-554-4521 with the substitute information: name, job title, email address, and contact phone number than 10 a.m. the day before the program begins. For participants who opt to roll into a program scheduled at a later date, a $75 fee will be incurred for each rollover. The rollover fee must be received with two weeks of the request. Since program prices are subject to increase, participants who roll to a subsequent program will also be responsible for any price increase.

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