Credit: iStock - A man leading a meeting

Finance for Non-Financial Managers

2-3 Day Program

Understanding, preparing and presenting financial information is a fact of professional life, regardless of your functional role or industry. This can be challenging for those with no formal background or training in finance.

Our 2-3 day Finance for Non-Financial Managers course will prepare participants to interpret financial statements, understand and apply financial models, arrive at strategic and operational decisions, prepare forecast and budgets, and present all of this information to leadership. The skills are all presented in a very  hands-on, practical manner providing direct guidance in how to deal with financial data in your day-to-day work.

The curriculum is carefully designed to help you understand how the finances of your department, brand or product fit into the bigger picture in your organization.

Topics covered
  • Financial Statements: Speaking the Language of Business
  • Financial Statements Analysis
  • Financial Tools for Decision Making
  • Preparing and Presenting Financial Forecasts
  • Investment Evaluation
  • Real World Application of Financial Concepts

Upon completion of the program, participants will be able to more effectively:

  • Manage team members who have direct responsibility for financial analysis and reporting
  • Ask the right questions, and make the best recommendations, when making decisions based on financial data
  • Read and understand financial statements and reports on a product, departmental land organizational level
  • Master budgeting and projection skills in order to gain influence and have your ideas move forward
  • Speaking with confidence and knowledge with the financial professionals in your organization
  • Map out next steps to incorporate digital as a multi-functional, cross-organizational layer in support of business objectives
  • Monitor and analyze data to measure digital’s impact

Participant & Industry Profile

This program is ideal for individual contributors and leaders who have never had the advantage of formal financial education, but require financial acumen to be fully effective at work. This is relevant for all industries and all functional areas. Among those who would benefit from this course are:

  • Team leaders
  • Project managers
  • Product managers
  • Anybody with responsibility for P&L
  • Managers of finance professionals


Please contact Ladan Afrasiabi, Director of Corporate Solutions, at