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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 Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.

This course can be applied to the following certificates:
Business Acumen 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.


"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: 2 Mon & Thu, Apr 12-22, 2021

Delivery Method: Live Online

Time: 8:30-11:30am CT

Platform: Zoom

Instructor: Ann Martel


$845 by Mar 29, 2021
$895 after Mar 29, 2021

CEUs: 1.4, PDCs: 14

Enrollment Limit: 30

Program Number: 5050-13288

Registration Deadline: Apr 6, 2021

Register Now