SMT - Accounting and Finance - Winter 2023

Feb 16, 2023



9:00 AM


February 16, 2023 - 9:00AM - 5:00PM EST
February 17, 2023 - 9:00AM - 5:00PM EST


Zoom Virtual Platform


This certificate seminar provides a comprehensive overview of how finance impacts supply management. Basic terminology used in finance and accounting are defined. Participants learn how to read financial statements and understand how decisions are taken. They will be introduced to using key ratios to interpret financial information. The principles of accounting and budgeting will be presented. Participants will gain an understanding of how supply management practitioners make a business case for an investment and evaluate investment opportunities.


Upon completion of this seminar, participants should be able to: 

  • Describe the content that is found in the major sections of each of the statements.
  • Assemble appropriate accounts to create a simple Income Statement and Balance Sheet for a business.
  • Use examples to illustrate the concept of liquidity and be able to describe the
    relationship of The Cash Flow Statement to the other three statements.
  • Relate financial, investing and operating decisions to financial statements.
  • Have a general understanding of the accounting process.
  • Use basic accounting terms correctly.
  • Trace the flow of accounting information from the Income Statement through the Statement of Retained Earnings and into the Balance Sheet.


Wendy Nguyen

Wendy Nguyen has over ten years of experience in public and private sector supply chain management (SCM). Wendy is currently Manager, Risk Analysis and Reporting in Enterprise Risk Office at the Ontario Treasury Board Secretariat and has also worked in various SCM roles within the Ontario government.  Prior to working in SCM, Wendy led a not-for-profit organization that designed and ran financial literacy programs for post-secondary and secondary schools across Canada.  She has a Bachelor of Arts and Science from McMaster University, as well as designations in Certified Supply Chain Management Professional (CSCMP) and Canadian Risk Management (CRM).  From trying to be a more efficient road cyclist to 5S-ing her kitchen, Wendy applies an SCM lens to many aspects of her life.


Early Bird Registration until January 16, 2023

  • Member: $787.50 + Tax
  • Non-Member: $1057.50 + Tax

Regular Registration

  • Member: $875.00 + Tax
  • Non-Member: $1,175.00 + Tax


10 CPD Points