Finance Skills for Non-Financial 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 organization’s 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


Ann Martel

Ann Martel

Ann Martel is the instructor of Finance Skills for Non-Financial Professionals for The School of Continuing Education at the University of Wisconsin-Milwaukee.  Ann is a highly regarded business leader with a passion for delivering high-energy presentations and classes on the ... read more

Who Should Attend

New managers and individual contributors with responsibilities for planning, forecasting, or making business recommendations. Existing managers looking to enhance their understanding of financial concepts in order to be more effective decision makers. Entrepreneurs who need to know the financial impact of running their own businesses.

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 – Basic Rules of Business
  • Running a business- the circulation of capital
  • Building and Understanding Financial Statements
  • Financial Statement Analysis
  • Cash Flow Analysis
Day 2
  • Budgeting, Forecasting and Variance Analysis
  • Making Business Investment Decisions
  • Analyzing and Interpreting Financial Information
  • Financial Ratios


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


"Really happy with it – Ann did a great job.  She had a good way of keeping it interesting and the class example we used was for a manufacturing company so matched up well with what I was looking for."  —  Larry Templeton, Weber-Stephen Products LLC

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

Thu.-Fri., Nov. 16-17


Location: UWM School of Continuing Education

Instructor: Ann Martel


$845 if you register by Thu., Nov. 2.
$895 if you register after Thu., Nov. 2.

Discounts Available

Discount CodeDescription
Early Registration Discount Register by Thu., Nov. 2 and receive $50 off.

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.


Discounts Available

CEUs: 1.4

Enrollment Limit: 30

Program Number: 5050-10204

Registration Deadline: Thu., Nov. 16

Register Now