Dates: March 19-21, 2018
Many talented individuals come to a point in their careers when future success depends on understanding both the language and fundamental applications of accounting and finance. During this three-day financial education program, you will learn through a combination of interactive lecture and engaging solo and group exercises how to create and analyze financial statements; create and analyze budgets; explore relations between costs, volumes, and profit; determine how much financing needs to be in place and where the capital can come from; create pro-forma statements; appreciate where, when, how, and why shareholder value is created or destroyed; master basic financial math such as present values and internal rates of return; evaluate capital investment projects; and wisely value your business or that of a potential acquisition target. Equipped with these skills, you will be able to actively participate in financial meetings that previously seemed impenetrable to you and make informed and effective decisions for your organization.
Mid-level managers all the way through to senior executives who:
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- Have little or no prior training in finance and accounting
- Have some accounting or finance background but want to deepen their appreciation of the language and fundamental applications of accounting and finance
- Enjoy learning in an energetic and interactive setting
This program provides individuals with the financial acumen and acuity to succeed in their organizations. Through a combination of interactive lecture and engaging solo and group exercises, you will:
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- Learn the key terms of accounting and finance language
- Acquire the skills to create and analyze basic income statements, balance sheets, and cash flow statements
- Create and analyze budgets
- Improve your understanding of the relations between costs, volumes, and profits
- Analyze financial statements using profitability, efficiency, liquidity, and leverage ratios
- Create basic pro-forma financial statements
- Learn the major functions and contributions of finance
- Determine how much financing needs to be in place and where the capital can come from
- Master NPV and IRR computations
- Learn how to structure and evaluate capital investment projects
- Help your organization make smart operating, investing, and financing decisions
- Appreciate where, when, how, and why shareholder value is created or destroyed
- Wisely value your business or that of a potential acquisition target
- Earn 2.1 CEUs (Continuing Education Units)
The Financial Analysis for Non-Financial Managers program curriculum consists of interactive lectures, class discussions, group-based cases, quizzes, and Excel analyses. The goal of this seminar is to make sure the questions you have about financial reporting and analysis get answered. The program will focus on the following topics:
- What is accounting? Why is it important?
- Learn to create a balance sheet, profit & loss statement, and cash flow statement
- Understand an organization’s financials
- Learn budgeting and variance analysis skills
- Learn about cost-volume-profit relationships
- What is financial statement analysis?
- Calculate and understand profitability, efficiency, liquidity, and leverage ratios
- What is finance? Why is it important?
- Determine financing needs by forecasting financial statements
- When is value created?
- Learn the key tools of financial math: PV, NPV, IRR, and payback.
- Integrate accounting, finance, and value creation by learning the steps of how to value a business
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Financial Analysis for Non-Financial Managers is taught by Professor John R. M. Hand. John is the Robert March & Mildred Borden Hanes Distinguished Professor of Accounting & Finance at the UNC Kenan-Flagler Business School in Chapel Hill, NC. John teaches Financial Accounting, Financial Statement Analysis, and Business Valuation Methods to MBA and Masters of Accounting students and has been the lead instructor for Financial Analysis for Non-Financial Managers since 2012. He has 23 years of experience in open enrollment and custom education and loves teaching executives.
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The Financial Analysis for Non-Financial Managers program is held at the Rizzo Center, our world-class facility in Chapel Hill, NC. The Rizzo Conference Center is designed to foster executive development and is wired for business so that we can integrate new technologies that facilitate the learning process into our teaching methodologies.
This program can be delivered to individual teams or business units, either at our facilities in North Carolina or anywhere in the world. This program can also be customized to meet the unique needs of your organization.« PrevNext »
Below you will find links to additional information on the Financial Analysis for Non-Financial Managers open enrollment program:
Program Brochure for the Financial Analysis for Non-Financial Managers program
Sample Schedule for the Financial Analysis for Non-Financial Managers program