• This field is for validation purposes and should be left unchanged.

Finance Skills for Nonfinancial Managers

Managers are responsible for leading processes and teams, and making daily decisions that impact the company’s success. Decision making is highly influenced by the organization’s financials. This course provides you with a financial foundation to help you make sound assessments and business recommendations. Understand the accounting process and enhance your ability to project your organizations financial performance. This course helps you to evaluate financial trends and better understand financial statements.

This course can be applied to the following certificates:
Emerging Leaders Certificate
Project Management Certificate


Dale Rait

Dale Rait

Dale has 20 years of experience in Accounting and Finance and holds certifications as a CPA (Certified Public Accountant) and CMA (Certified Management Accountant). He received his BBA in Accounting from the University of Wisconsin – Whitewater. Dale has been ... read more

Who Should Attend

New managers with responsibilities for planning, forecasting, or making business recommendations, and existing managers looking to enhance their understanding of financial concepts in order to be more effective decision makers.

Benefits and Learning Outcomes

  • Understand basic finance and accounting concepts
  • Learn how to analyze and interpret financial statements
  • Explore the concepts of financial planning and forecasting
  • Learn how to make better business decisions using financial ratios

Course Outline/Topics

Day 1
  • Accounting & Finance – Building Blocks
  • Recording Financial Transactions
  • Building and Understanding Financial Statements
  • Financial Planning and Forecasting
Day 2
  • Variance Analysis
  • Making Business Investment Decisions
  • Analyzing and Interpreting Financial Information
  • Financial Ratios


Program fee includes morning and afternoon refreshment networking breaks, lunches, instructional material, and discounted parking.

All sessions are Face-to-Face unless otherwise noted.

Thu.-Fri., Sept. 29-30


Location: UWM School of Continuing Education

Instructor: Dale Rait

Fee: $895

Discounts Available

Discount CodeDescription

Register two or more people and receive $50 off of the current price per registration. Use discount code: GRP

Early registration discounts will subtract automatically from the fee if the registration is submitted prior to the deadline. All other discounts require the code in the left column to be entered on the registration form. Only one discount code can be entered on a registration form.


Discount Available

CEUs: 1.4

Enrollment Limit: 30

Program Number: 5050-9471

Registration Deadline: Thu., Sept. 29

Register Now