BOE07 - Finance Basics for Non-Finance Professionals
1075556
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Program Description
In this half-day workshop, you will learn to build financial confidence by learning to read key statements, interpret KPIs, and link financial data to business decisions. Designed for non-finance leaders in operations, HR, IT, marketing, and beyond.
Who Should Attend
- Managers and leaders in non-financial roles seeking foundational financial knowledge
- Ideal for those without formal finance or accounting training
- Typical roles include:
- Engineering Managers and Directors
- Operations Managers
- Sales & Marketing Leaders
- IT Managers
- Human Resources Professionals
Learning Outcomes
By the end of this program, participants will be able to:
- Gain familiarity with the “Big 3” financial statements (Profit & Loss, Balance Sheet, Cash Flow Statement)
- Learn basic terminology
- Learn to quickly navigate
- Learn the most common KPIs associated with financial statements
- Learn how and why these are calculated
- Learn to benchmark vs prior periods, targets, and market data
- Translate Financial Statements and KPIs into decisions and actions
- Learn to navigate from Big 3 statements to departmental functions
- Learn to evaluate your operational decisions based on financial outcomes
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