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.

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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

  • Explain business strategy and decision-making
  • Identify product life cycles
  • Evaluate different growth strategies
  • Define disruptive technologies and supply chain efficiency
  • Describe customer segmentation
  • Identify critical decision-making traps and develop tools/methods to mitigate these traps
  • Explain short-term versus long-term profitability
  • Explain value-added services

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


"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: Mon-Tue, Mar 25-26, 2024

Delivery Method: In-person

Time: 8:30am-4pm CT

Location: UWM School of Continuing Education

Instructor: Ann Martel


$845 by Mar 11, 2024
$895 after Mar 11, 2024

CEUs: 1.3

Enrollment Limit: 20

Program Number: 5050-15831

Registration Deadline: Mar 25, 2024

Register Now


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