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Spa and Wellness Financial Management

A required course in the Spa and Wellness Management Certificate Program.

Course Description

Obtain a comprehensive application of financial management for spa and wellness operations. Review the components of financial statements, daily revenues and expenses, cash flow, ratio analysis, and basic principles of accounting and financial responsibility. Experience problem-solving methods and apply them to realistic scenarios in the spa and wellness industries. Analyze and evaluate techniques designed to maximize efficiencies resulting in improved profitability and greater financial success.

See enrollment confirmation for login information. Please enroll at least one week prior to the course start date. Students should be proficient in Microsoft Excel and Microsoft Word. Students should be comfortable creating and navigating Word documents and Excel spreadsheets.

NOTE: This course may have optional, live sessions via Zoom. The sessions will be recorded and posted for students who are not able to attend. The Zoom meeting link and password to join will be provided in the course. A device with audio and visual will be needed to participate. The following student guide provides additional resources/information on how to use and access the course’s Zoom sessions.

  • Details
  • $615
  • June 28, 2021 to September 05, 2021
  • Delivery Mode: Online
  • Reg#: 00062
  • ID/Units: MGMT X426.34  (3.00)
    ( Section 1 )
  • Quarter: Summer 2021

Instructor


Carmelina Montelongo, B.S. Industrial and Systems Engineering, is a 10-year veteran in the spa and hospitality industry, who previously worked for over 10 years in Nestle Company in Mexico and Switzerland as a Business Controller. After conceptualizing and opening Chable Resort & Spa in Yucatan, she continued to work there as Wellness Director and led the Spa to become one of the 7 Best Spas in the World in 2018 according to Tatler Spa Guide. As a consultant, Carmelina is devoted to the creation of top luxury boutique spas in Mexico and assists other spa and wellness projects as a financial consultant. After she obtained a degree in Business Coaching, she started mentoring students undergoing the ISPA Certified Spa Supervisor preparation.

Textbook Information

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Required Textbook(s):

FINANCIAL MANAGEMENT FOR SPAS
Book - ISBN: 9780866123600
SCHMIDGALL, 1 ed, AHLEI

Optional Textbook(s):

UNIFORM SYSTEM OF FINANCIAL REPORTING FOR SPAS
Book - ISBN: 9780866122641
EIAHLA, 1 ed, INTERNATIONAL SPA ASSOCIATION

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START06/28/2021Monday------Online (Access Begins)---
END09/05/2021Sunday------Online (Access Ends)---