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Here you will find a rich choice of lecture notes, exercises and book tips regarding my seminars Financial Reporting and Controlling ready for download. The selection is regularly updated you may want to take a look at the site treuz.de from time to time. E-Mail.

Download categories: coach profile  Current Seminars  exercises  lecture notes  other documents  seminar descriptions (german commercial code)  seminar descriptions accounting (archive)  seminar descriptions controlling  seminar descriptions controlling (archive)  seminar descriptions IFRS  seminar descriptions IFRS (archive)  test  Up-to-date papers 
coach profile

Profil_Jochen_Treuz.pdf
(79 KB)
Here you will find my coach profile as trainer, consultant and author. (As at 04.09.2007)

Rechnungswesen Controlling.pdf
(150 KB)
Rechnungswesen Controlling.pdf', 'Survey of the content of more than 40 newsletters „Accounting and Controlling“. Since 2004 I am publisher and editor of this newsletter. It is a monthly issue by the publishing house Forum-Verlag and addresses all topics of accountancy: Accounting, controlling and tax law. You will stay informed with this easy to read newsletter. (As at 02.09.2007)
Current Seminars
exercises

Fragen und LoesungenVWL0301.PDF
(181 KB)
Exercises on basic facts on economics (18 pages) - as revision or development. Please mail suggestions for improvement and additions.

Uebungsaufgaben-Absatz-0301.PDF
(107 KB)
Exercises and answers on basic facts on distributive trade and marketing (31 pages). Suited as development and repetition of what had been learned.
lecture notes

Bilanzen-IAS-0401.pdf
(568 KB)
Accounting according to IAS (45 pages) – A brief introduction as of/as at 07.01.04.*\r\n*BE as at – AE as of

Internet-Recherche-0301.pdf
(841 KB)
Internet Research: A brief introduction (24 pages). Subjects are how web search engines work and how to use linked key words for optimised results.

Logistik0401.pdf
(2167 KB)
Basic facts on logistics (46 pages) for beginners. Survey of terms like stock of materials, materials management, procurement strategy, warehouse management, ECR and disposal logistics. (As at 26.10.02)

Marketinggrundlagen-0301.PDF
(644 KB)
Basic facts on distributive trade and marketing (109 pages) for beginners. A brief (and hopefully understandable) introduction. As well as always: Any suggestion for improvement and any addition more than welcome. (As at 28.10.02)

Personal-0408.pdf
(2257 KB)
Articleabout basic facts on HR management (66 pages). Topics are staffing policy, HR planning, HR management, employee appraisal and HR development. (As at 19.08.04)

VWL-Grundlagen.pdf
(945 KB)
Basic facts on economics (95 pages) as revision to IHK-examines (Chamber of Industry and Commerce examines): Certified public accountant, certified industry specialist (CCI), state examined industrial business manager or similar education. I will be glad to receive suggestions for improvement and additions. (As at 07.01.04)
other documents

EarnedValueAnalyse-FAQ.pdf
(332 KB)
My co-operation partner Ralf Friedrich/GeProS collected some FAQs referring to Earned Value Analyse. (5 pages, as at 20.03.2003)

Grundlagen Controlling-1102.pdf
(51 KB)

Kartelle.PDF
(36 KB)
(3 pages) Brief survey on German anti-trust code. Which companies are affected by this law – due to their size or market share. (As at 28.10.2002)

Tipps zur Stellensuche im Internet-0111.pdf
(364 KB)
Tips on internet job-search (01/11)- by my colleagues and partners C.M. Maier und Holger Stein – both of them offer application training.
seminar descriptions (german commercial code)

Bilanzierung-Controlling-1308.pdf
(564 KB)
Seminar description: This 3-day compact seminar is designed to give you a comprehensive overview of the most important topics regarding financial reporting and management accounting. Management Circle, a company well known for high standard, is organising the seminar. It starts with an insight into strategic and operational controlling concepts and management instruments designed to manage business processes efficiently. With practical relevance you will learn how to read and understand financial statements. After attending this seminar you will have a profound knowledge regarding the new BilMoG and IFRS standards.

Controlling und Bilanzierung-Treuz-2018.pdf
(355 KB)

Seminar Bilanzen verstehen.PDF
(29 KB)
Seminar description: 2-days seminar “How to Read, Understand and Interpret Financial Statements”. The targeted audience consists of managers with the aim to refresh or to deepen their knowledge regarding Financial Statements. From now on the pending amendments due to the BilMoG will also be addressed.
seminar descriptions accounting (archive)

Bilanzbuchhaltung 2007.pdf
(322 KB)
This 2-days seminar is organized by Management Circle. Current and pending amendments of commercial and tax law will be discussed in detail. The seminar will consider the impact on your balance sheet accounting as well as your commercial and tax balance sheet due to the modernization of the HGB and internationalization of Financial Reporting.

Bilanzierung Controlling-1207.pdf
(671 KB)

Bilanzierung Energiewirtschaft.pdf
(295 KB)
Bilanzierung Energiewirtschaft.pdf\', \'Seminar description: 2-days seminar “Accounting and Cost Accounting in the Power Industry”. It deals with cost accounting and accounting unbundling according to EnWG.

Bilanzierung Entwickler-Foruminstitut-1004.pdf
(455 KB)

Bilanzierung fuer Juristen.pdf
(19 KB)
Seminar description: 1-day seminar „Financial Statements – What is Hiding Behind the Front?”, organized by saarländischer Anwaltsverein (The Saarland Advocates\'\' Society)

Bilanzierung Produktentwickler-1009.pdf
(646 KB)
Description of an one-days accounting seminar for managers of research and development processes.

BilMoG-BBZ Fulda.pdf
(106 KB)
Seminar description: A 1-day seminar organized by BBZ on BilMoG will be held on 11.02.2009.

BilMoG-BCC-0906.pdf
(284 KB)

BilMoG-BCC.pdf
(218 KB)
Seminar description as to the BCC’s BilMoG-seminars held in Mannheim.

BilMoG-IMW.pdf
(63 KB)
Seminar description regarding the 2-days intensive seminar on BilMoG organised by Bildungsinstitut der Mittelständischen Wirtschaft (IMW).

BilMoG-Umstellung-1001.pdf
(94 KB)
Description of the 1-day seminar \'\'The Project of adapting the accounting system according to the BilMoG (the new german commercial code)\".

Performance Jahresabschluss-1010.PDF
(434 KB)
Description of a 2-days seminar, which will prepare you to execute all steps to set up a financial reporting according to the New German Civil Code (BilMoG).

Schnelleinstieg BilMoG-0907.pdf
(45 KB)

Seminar BilMoG.pdf
(98 KB)
Seminar description: 1-day seminar on HGB (German Commercial Code) amendment by the Act to Modernize Accounting, Reporting and Auditing (BilMoG).

Unternehmenssteuerreform 2008.pdf
(78 KB)
\'Unternehmenssteuerreform 2008.pdf\', \'Seminar description: 1-day seminar on corporate tax reform (Unternehmenssteuerreform ) 2008, organised by Forum-Verlag. A brief survey of coming changes and how to put them into practice.
seminar descriptions controlling

Aufbau Berichtswesen Reporting-1306.pdf
(1122 KB)
Here you find the description of the 2-days seminar \'\'Organisation of an up-to date Reporting System\'\'. In addition to a comprehensive guide, an experienced controller will show, how he established an efficient reporting system.

Aufbau Berichtswesen-1411.pdf
(577 KB)

BVBC-Biltroller-1310.pdf
(201 KB)
Financial Controller-Days of the BVBC: This 5-days course is presented by the BVBC (Geman Federal Association of Accounting- And Financial Controlling-Professionals). It offers the basics of operative and strategic financial controlling and shows how to design a business plan. In addition there will be examples of IFRS and Balance sheet analysis related to practice.
seminar descriptions controlling (archive)

Aufbau Berichtswesen-1012.pdf
(166 KB)

Bilanzbuchhalter-Controller-0909.pdf
(160 KB)

Bilanzbuchhalter-Controller-2008.pdf
(138 KB)
Seminar description as to the BVBC e.V.’s Biltroller-Woche (Biltroller-Week): Basic facts on controlling for accountants, business-plan or operating plan – making sense not only for new entrepreneurs, strategic and operational controlling concepts, Financial Reporting according to IFRS, analyzing financial and operating statements with business cases as well as the ability to meet financial obligations and company investments.

Bilanzbuchhalter-Controller-2009.pdf
(160 KB)

Bilanzierung Controlling-0812.pdf
(179 KB)
Seminar description: This 3-day compact seminar is designed to give you a comprehensive overview of the most important topics regarding financial reporting and management accounting. Management Circle, a company well known for high standard, is organising the seminar. It starts with an insight into strategic and operational controlling concepts and management instruments designed to manage business processes efficiently. With practical relevance you will learn how to read and understand financial statements. After attending this seminar you will have a profound knowledge regarding the new BilMoG and IFRS standards.

Bilanzierung Controlling-0910.pdf
(183 KB)
Seminar description: This 3-day compact seminar is designed to give you a comprehensive overview of the most important topics regarding financial reporting and management accounting. Management Circle, a company well known for high standard, is organising the seminar. It starts with an insight into strategic and operational controlling concepts and management instruments designed to manage business processes efficiently. With practical relevance you will learn how to read and understand financial statements. After attending this seminar you will have a profound knowledge regarding the new BilMoG and IFRS standards.

Bilanzierung Controlling-1010.pdf
(153 KB)

BilMoG-BBZ Fulda-1003.pdf
(35 KB)
Description of the 1-day seminar concerning the effects of the new German Civil Code on accounting and the controlling system.

BilMoG-BBZ Fulda-1003.pdf
(35 KB)
Description of the 1-day seminar concerning the effects of the new German Civil Code on accounting and the controlling system.

Biltroller-BVBC_2008.pdf
(137 KB)
Seminar description: A 5-days seminar held on Biltroller-Woche (Biltroller-week): To turn from an accountant to a BVBC’s controller.

Controllertage-2008.pdf
(104 KB)
Seminar description: A 3-days seminar organized by BVBC e.V. held in Bad Orb. It shows how to effectively use strategic and operational controlling concepts and management instruments, how to write a business plan and how to control a company’s liquidity.

Controller_Tage-0909.pdf
(116 KB)

Controller_Tage-1010.pdf
(175 KB)

Controlling Accounting 1208.pdf
(405 KB)

Controlling Accounting.pdf
(498 KB)
Controlling Accounting.pdf', 'Seminar description: Correspondence course “Management” in written form organized and published by Management Circle, a company well known for high standard. A collection of 10 detailed, self-contained lessons designed to introduce you step by step to accounting and financial management, cost accounting and management, investment, process and risk control, operational controlling, key figures and strategic and annual planning, strategic controlling and reporting.

Controlling Investitionsrechnung EVU-2009.pdf
(229 KB)
Description of a 2-days seminar concerning the controlling of investments for power suppliers. Various experts report on their experiences.

Controlling Investitionsrechnung EVU.pdf
(206 KB)
Controlling Investitionsrechnung EVU.pdf', 'Seminar description: 2-days seminar - Controlling and Investment Management for Energy Suppliers – organized by EUROFORUM.

Controlling-Seminar.pdf
(38 KB)
eminar description: 2-days seminar \\"Controlling for Non-economic Managers\\". It is regularly held in different cities.

Crashkurs Controlling-1011.pdf
(68 KB)

Crashkurs Controlling.pdf
(253 KB)
eminar description: 2-days seminar - Crash Course Controlling -. It is designed for assistants who want to acquire basic skills in controlling as well as advanced knowledge in Excel.

Der Finanzcontroller 2008.pdf
(217 KB)
Seminar description: 2-days practical studies organised by Management Circle. You will receive answers to questions like: How do you implement an effective risk management? Which instruments serve best as liquidity control in a manner that fulfils our company''s future needs? Which performance measurement strategies and tools are tried and true?

Finanzmanagement NAA.pdf
(116 KB)
Seminar description: 3-days seminar financial management for non-economics.

Forderungsmanagement-0901.pdf
(60 KB)
Seminar description: A 1-day seminar organized by Dashöfer. This seminar shows how to minimize default on receivables by implementing a new customer verification system, consistently monitoring existing customers and optimising business processes. Moreover you will learn actions that can be taken to avoid credit loss.

GmbH Geschäftsführer-1010.pdf
(65 KB)

Investitionsrechnung Immobilien.pdf
(290 KB)
Investitionsrechnung Immobilien.pdf', 'Seminar description: - Capital budgeting in real estate -. Subjects are exercises to refresh your skills on actuarial basics of capital budgeting as well as investment analysis with Excel.

Kompaktwissen BWL.pdf
(579 KB)
Seminar description: Correspondence course in written form organized and published by Management Circle, a company well known for high standard. A collection of 9 detailed, self-contained lessons designed to provide a general and deep insight in important topics of Business Administration: Management & administration, cost and activity accounting, accounting, balance sheet analysis, financing & investment, Controlling and marketing.

Logistik Controlling-0811.pdf
(371 KB)
Seminar description: 1-day seminar logistics control, organised by Forum-Institut. It is held by Prof. Wannenwetsch and me. Subject is: Best practice to plan and analyse inventory.

PTG Controlling für Nicht-Controller-1105.pdf
(577 KB)

PTG Präsentation im Controlling-1105.pdf
(634 KB)

Reporting-1001.pdf
(251 KB)
Here you find the description of the 1-day seminar \'\'Organisation of an up-to date Reporting System\'\'. In addition to a comprehensive guide, an experienced controller will show, how he established an efficient reporting system.

Seminar Controlling Bilanzierung-1210.pdf
(1102 KB)
Description of the 3-days seminar offered by Managemnent Circle. You will be shown the basics of legal and management accounting.
seminar descriptions IFRS
seminar descriptions IFRS (archive)

DTT-IFRS 2011_Tagesordnung.pdf
(36 KB)

IAS und IFRS fuer Uebersetzer.pdf
(36 KB)
This seminar is designed for interpreters and translators in the field of accountancy, a knowledge guide to IAS/IFRS and the correct terms and phrases used in connection with his particular subject. It is a 1.5-days seminar presented in German and English language.

IAS-IFRS-Seminar.PDF
(89 KB)
Seminar description: 1-day seminar with the subject “IAS/IFRS for small and medium companies”. It is organized by IHK Rhein-Neckar (Chamber of Industry and Commerce Rhein-Neckar) held in Mannheim on November 21, 2008.

IAS2007Ankuendigung.pdf
(36 KB)
Seminar description: 2-days seminar “Insight in IAS/IFRS, respectively Terminology of German IFRS Financial Statements”. It is designed for interpreters, translators and terminologists.

IFRS für Übersetzer 2008.pdf
(37 KB)
Seminar description of the 2-days seminar organized by DTT/DIT. The seminar will consider the current status of Financial Reporting according to IFRS/DRS with special respect to the subject-specific German and English-language terminology. It is directed by the experienced course instructors Jochen Treuz und Robin Bonthrone. You may book any day separate. Reduced participation fee for members of DTT / DIT, BDÜ, ATICOM, ADÜ Nord or tekom and students.

IFRS Grundlagen-0901.pdf
(53 KB)
Seminar description: 1-day seminar Financial Reporting According to IFRS: Basic Facts for Practical Implementation organized by Dashöfer-Verlag. It is amended by „Financial Reporting According to IFRS: Advanced training course” on the following day. Both seminars may be booked separately.

IFRS Grundlagen-2011.pdf
(182 KB)

IFRS Seminar 2007.pdf
(214 KB)
IFRS Seminar 2007.pdf\', \'Seminar description: 1-day seminar regarding basic facts on accounting according to International Accounting Standards (IAS) – differences in standards according to HGB (German Commercial Code) or to IAS, organized by IHK Lüneburg-Wolfsburg (Chamber of Industry and Commerce Lüneburg-Wolfsburg).

IFRS-Vertiefung-0901.pdf
(53 KB)
Seminar description of the 1-day IFRS advanced training course. It is the continuation of AM basic seminar. Both seminars may be booked separately.

IFRS-Vertiefung-2011.pdf
(182 KB)

Seminar IFRS fuer KMU.pdf
(25 KB)
Seminar description: International Accounting and Reporting. This seminar is designed for managers and executives who want to gain an insight into the recent status. The new description is to follow in 2008.
test
Up-to-date papers

Artikel-BilMoG-IFRS-090122.pdf
(18 KB)
It''s inevitable that BilMoG regulations will be enacted. Affected are all listed companies in Germany. Changes pertain i.a. to intangible assets, financial instruments are recognised at present values, accruals shall be accounted for at fair market value. In many cases BilMoG equals IFRS. In my article the question is discussed whether or not an adoption of IFRS is to be recommended.

BilMoG-Treuz-080715.pdf
(43 KB)
This paper is a summary of the statement issued by the Bundesrat (German Federal Council) regarding BilMoG dated 04.07.2008 (as at 15.07.2008)

BilMoG.pdf
(48 KB)
In November 2007 an exposure draft of the BilMoG (Act to Modernize Accounting, Reporting and Auditing) had been published. Which amendments to the HGB (German Commercial Code) are contemplated and when will they be effective? The aim of the survey is to provide some early information. (As to 19.11.2007)

Elektronische Rechnungen Treuz 2017-2018.pdf
(110 KB)

TB-0803-Wertanalyse.pdf
(56 KB)
Along the lines of „cost management corresponds to cost reduction” this newsletter shows best practice of how to identify and optimise your cost structures.