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 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 basic finance and accounting concepts
  • Identify how to analyze and interpret financial statements
  • Explore the concepts of financial planning and forecasting
  • Describe how to make better business decisions using financial ratio

Course Outline/Topics

Day 1
  • Accounting and 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, Oct 7-8, 2024

Delivery Method: In-person

Time: 8:30am-4pm CT

Location: UWM School of Continuing Education

Instructor: Ann Martel


$845 by Sept 16, 2024
$895 after Sept 16, 2024

CEUs: 1.4

Enrollment Limit: 20

Program Number: 5050-16205

Registration Deadline: Sept 30, 2024

Register Now


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