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Accounting and Finance Certificate

Spring 2016 dates TBD
Six consecutive Tuesday evenings
6-9 p.m.
205 Alfiero Center, North Campus
$795, includes all costs

This non-credit program is for managers who do not have a background in finance or accounting, but whose career path has led them to a position that requires an understanding of finance and accounting fundamentals.

Course Objectives

Through lectures and in-class exercises during the first group of sessions, you will learn the basics of generally accepted accounting principles and how these principles are used to develop both the balance sheet and the income statement (also known as the profit and loss statement). You will learn how to use accounting information to perform ratio analysis and better understand the operations of both your company and its competitors. In addition, you will learn how to estimate a company's future funding needs, both through forecasting accounting statements and cash budgeting.

The second group of sessions will focus on finance. Here, you'll first develop an understanding of two basic principles of finance: the time value of money and the importance of cash flows. Next, you will apply these concepts to the problem of project evaluation and will discuss the techniques of net present value, internal rate of return and payback. Through extensive class exercises, you will understand how to apply these concepts in real-life situations and decide which projects are worthwhile investments for an organization.

Finally, we will briefly cover sources of funding and the key characteristics of debt (bonds) and equity (common stock), including their costs. Commercial bank loans and the concept of a company's weighted average cost of capital will also be discussed.

Pre-requisite: N/A

Please note that you need to be a U.S. resident to attend this open-enrollment program.

Who Should Attend

Managers, professionals, supervisors, support staff and others who work with financial information and want to obtain the skills necessary to understand and translate financial data quickly and easily.


  • Accounting fundamentals and basics of generally accepted accounting principles
  • Developing balance sheets and income statements (profit and loss statements)
  • Ratio analysis
  • Forecasting accounting statements
  • Estimating an organization's future funding needs

CPE Credits

Full attendance in this program qualifies you for 18 CPE credits in advisory services under license #001414.

About the Instructor

Philip R. Perry is associate professor of finance and managerial economics in the UB School of Management. He is a recipient of the SUNY Chancellor’s Award for Excellence in Teaching and has participated in numerous activities designed to enhance the quality of teaching within the School of Management and the university. His strongest attribute is continuously being one of the highest rated faculty members by working professionals in the Executive MBA and Professional MBA programs, both in Buffalo and overseas.

Perry holds a bachelor's in engineering physics from Cornell University, a master's in planetary science from the California Institute of Technology, and MBA and PhD degrees in finance from the University of California at Berkeley.


The program costs $795 per participant (includes cost of course materials).

To pay by credit card, call 716-645-3200. Visa, MasterCard, American Express and Discover are accepted.

Make checks payable to UB Foundation Activities Inc. and mail to:

Center for Executive Development
108 Jacobs Management Center
Buffalo, NY 14260

A $50 discount is available for:

School of Management Alumni Association members
UB School of Management Executive MBA alumni
UB School of Management Professional MBA alumni
Center for Entrepreneurial Leadership students or alumni

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