simplifying profit, cash flow & decision-making.
About this Event
About this event:
Duration:1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session.
Course Overview:
Finance is the language of business, and understanding it is crucial for effective decision-making. This 1 Day workshop in Charlotte, NC is designed for managers and professionals with no formal finance background who need to interpret financial data, understand business performance and contribute confidently to organizational strategy. The course simplifies complex financial concepts into practical knowledge you can immediately apply in your role.
Learning Objectives:
By the end of this workshop, you will be able to:
- Interpret and analyse basic financial statements.
- Understand the budgeting process and control expenses effectively.
- Use key financial ratios for business insights.
- Evaluate investment opportunities with confidence.
- Manage and forecast cash flow to support operations.
- Apply finance concepts directly to their managerial responsibilities.
Target Audience:
- Non-finance managers across industries (healthcare, banking, tech, energy, retail, etc.)
- Team leaders and supervisors involved in budget management.
- Professionals aspiring to move into leadership roles.
- Anyone seeking to enhance decision-making with financial knowledge.
Why It’s the Right Fit for You
Our workshop simplifies complex financial concepts into practical, easy-to-understand knowledge tailored for non-finance professionals. With real-world case studies from Charlotte’s key industries, hands-on exercises and expert trainers, you’ll gain the confidence to interpret financial data, manage budgets and make informed decisions that impact business performance. The interactive learning style, professional certification and immediate applicability ensure lasting value for both your career and your organization.
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Special Group Offers:
- Book as a group of 3+ and save 10%
- Register 10 or more and get 15% off
Looking to train your entire team at once?
Our in-house option brings this Finance for Non-Finance Managers workshop directly to your workplace, tailored to your company’s unique needs and industry context. This flexible, cost-effective solution ensures all of you will learn together, apply concepts to real business challenges, and strengthen collaboration while saving on travel and individual registration costs. With dedicated trainer support and customized case studies, your team will gain practical financial skills that deliver immediate business impact.
📧 Contact us today to schedule a customized in-house session:
Agenda
Welcome & Introduction
Info: • Trainer introduction and course overview
• Icebreaker: Why finance matters for managers – participants share one financial challenge they face in their role.
Module 1: Understanding Financial Statements
Info:
•Balance Sheet, Income Statement and Cash Flow Statement•Key terms and concepts explained in simple language
•Activity
Module 2: The Fundamentals of Budgeting
Info:
• Preparing, managing, and monitoring budgets • Variance analysis and cost control techniques • Activity
Module 3: Financial Planning & Forecasting
Info: • Short-term vs long-term financial planning
• Forecasting revenue, expenses and capital needs
• Tools and techniques for better planning
• Case Study
Module 4: Financial Ratios & Decision-Making
Info:
• Profitability, liquidity and efficiency ratios
• Using ratios to assess company performance
• Activity
Module 5: Investment Appraisal Techniques
Info: • Payback period, ROI, NPV and IRR explained
• Practical exercises to evaluate projects
• Activity
Module 6: Cash Flow Management
Info: • Importance of cash vs profit
• Tools and strategies for effective cash flow control
• Role Play
Module 7: Applying Finance to Your Role
Info: • Linking financial insights to real-world business decisions
• Case studies relevant to Charlotte industries (banking, healthcare, energy and tech)
• Case Simulation
Event Venue & Nearby Stays
HQ - Charlotte City Center, 525 North Tryon Street Suite 1600 C, Charlotte, United States
USD 552.46 to USD 663.67
