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Financial Intelligence for Managers

Developing Managers' Business Acumen with a Finance for Non-Financial Manager Course

Ensure All Your Managers Are Financially Intelligent

Your managers are experts in their fields. But in today's fast-paced world, they also need to be financially savvy. Your managers need a strong foundation in finance to ensure that they make sound decisions that support the company's strategy and financial goals. However, they may never have had a formal opportunity to learn the key knowledge needed, such as how to assess ROI results, what the key ratios can tell them, and even the difference between profit and cash.

Your managers need a strong foundation in finance to ensure that they make sound decisions that support the company's strategy and financial goals.

This class will not only illuminate key financial concepts for your managers, but also demonstrate how to use and apply them.

Vital Skills Your Managers Will Take Away From This Class

• Make effective decisions. A thorough understanding of the key financial concepts needed to make effective decisions.
• Use financial terminology. An understanding of the terminology used by finance and accounting.
• Communicate effectively. The ability to communicate effectively and dynamically with bosses and subordinates about the financial side of the business.
• Understand financial reports. Knowing the right questions to ask to understand the assumptions and data in the company's financial reports.
• Tell company's stories. Understanding how reading and analyzing financial statements and financial ratios can tell any company's story (your own, a competitor's, or a client's).
• Assess ROI Confidently. The ability to confidently assess return on investment for potential capital expenditures.

Topics to Consider for "Financial Intelligence for Managers" Courses

• Key financial terms
• Reading the income statement and analyzing your company's income statement
• Key income statement terms and concepts such as revenue recognition, matching, expensing vs. capitalizing
• Reading the balance sheet and analyzing your company's balance sheet
• Key balance sheet terms and concepts, such as accruals, accounts receivable, and depreciation
• Reading the cash flow statement and analyzing your company's cash flow statement
• Cash vs. cash flow, and cash vs. profit
• Financial ratio analysis of your company and a competitor
• Time value of money, future value, present value
• Return on investment/capital budgeting methodologies
• Working capital management, DSO, DPO, and DII
• The marketplace, including obligations of a public company, Sarbanes-Oxley, financial expectations and measures used on Wall Street, and shareholder value

Recommended Customization

• Presentation of and discussion about your financial goals
• Teaching and calculating your key measures
• Reading and analyzing your income statement
• Discussing how you recognize revenue
• Reviewing your capitalization policy
• Reading and analyzing your balance sheet
• Reading and analyzing your cash flow statement
• Calculating your profitability, leverage, liquidity and efficiency ratios
• Calculating your competitor's profitability, leverage, liquidity, and efficiency ratios
• Discussing the meaning of the analysis results
• Your return on investment approach
• The measures the marketplace uses to assess your company

Where to Start

Call us and we can help you think through the appropriate content for your needs and target audience. Think about the following questions:

• What results do you want to achieve with the course?
• What is the current level of understanding and use of the concepts of the target audience?
• What measures does the leadership team study?
• What financial terms and concepts are used by leadership?

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