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 organization’s financial performance. This course helps you to evaluate financial trends and better understand financial statements.
Need to upskill your team? We can bring this training to your organization, when and where it is convenient. For more information, visit Customized Training.
The PMI Authorized Training Partner logo is a registered mark of the Project Management Institute, Inc.
This course can be applied to the following certificates:
Business Administration Certificate
Emerging Leaders Certificate
Project Management Certificate
Instructor

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
- Accounting & Finance – Basic Rules of Business
- Running a business – the circulation of capital
- Building and Understanding Financial Statements
- Financial Statement Analysis
- Cash Flow Analysis
- Budgeting, Forecasting and Variance Analysis
- Making Business Investment Decisions
- Analyzing and Interpreting Financial Information
- Financial Ratios
Testimonials
"I really enjoyed the instructor’s knowledge and especially, enthusiasm. The class could have been quite dry, but she made it interesting and engaging. The simulations and group activities really helped to solidify my understanding of the concepts taught in the class. Overall, I thought it was a great class." — Maryanne Esser, Sunlite Plastics
"Ann’s teaching style was extraordinary. Her ability to keep the class engaged throughout the two day class while delivering an ambitious amount of content enabled me to learn the material faster and easier than expected. The simulation exercise helped to reinforce the concepts and working with the other participants at my table encouraged discussion, collaboration and analysis." — Barbara Stubing, Hollister Incorporated
Date: Tue-Wed, Oct 3-4, 2023
Delivery Method: In-person
Time: 8:30am-4pm CT
Location: UWM School of Continuing Education
Instructor: Ann Martel
Fee: $895
CEUs: 1.4
Enrollment Limit: 20
Program Number: 5050-15415
Note: This class meets in-person Oct 3 and 4 from 8:00am-4:00pm.
Registration Deadline: Oct 3, 2023
Registration deadline has passed.Date: Mon-Tue, Mar 25-26, 2024
Delivery Method: In-person
Time: 8:30am-4pm CT
Location: UWM School of Continuing Education
Instructor: Ann Martel
Fee:
$845 by Mar 11, 2024
$895 after Mar 11, 2024
CEUs: 1.4
Enrollment Limit: 20
Program Number: 5050-15831
Registration Deadline: Mar 25, 2024