Essential Finance for Non-Finance Teams: 1 Day Workshop | San Francisco, CA
Schedule
Wed, 07 Jan, 2026 at 09:00 am to Wed, 03 Jun, 2026 at 05:00 pm
UTC-08:00Location
Mid-Market | San Francisco, CA
About this Event
Group Discounts:
Save 10% when registering 3 or more participants
Save 15% when registering 10 or more participants
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 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 your 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 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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Our Royalty Referral Program
Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.
For royalty-related queries, contact [email protected]
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
09:00 – 09:15 | Welcome & Introduction
Info: • Trainer introduction and course overview
• Icebreaker: Why finance matters for managers – participants share one financial challenge they face in their role.
09:15 – 10:15 | Module 1: Understanding Financial Statements
Info: • Balance Sheet, Income Statement, and Cash Flow Statement
• Key terms and concepts explained in simple language
• Activity: Review a sample financial statement and highlight 3 insights that matter to managers.
10:15 – 11:00 | Module 2: The Fundamentals of Budgeting
Info: • Preparing, managing, and monitoring budgets
• Variance analysis and cost control techniques
• Activity: Team exercise – adjust a sample budget based on unexpected cost increases.
11:15 – 12:00 | 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: Evaluate how a company forecasts seasonal demand.
12:00 – 12:45 | Module 4: Financial Ratios & Decision-Making
Info: • Profitability, liquidity, and efficiency ratios
• Using ratios to assess company performance
• Activity: In pairs, calculate key ratios from a provided company dataset and interpret the results.
01:15 – 02:15 | Module 5: Investment Appraisal Techniques
Info: • Payback period, ROI, NPV, and IRR explained
• Practical exercises to evaluate projects
• Activity: Small groups compare two project proposals and decide which to recommend using ROI and payback.
02:15 – 03:00 | Module 6: Cash Flow Management
Info: • Importance of cash vs profit
• Tools and strategies for effective cash flow control
• Role Play: Manager explains to a team why profit is high but cash is tight, and outlines steps to fix it.
03:15 – 04:15 | Module 7: Applying Finance to Your Role
Info: • Linking financial insights to real-world business decisions
• Case studies relevant to key industries (banking, healthcare, energy, and tech)
• Case Simulation: Teams analyse a scenario and recommend a decision using financial data.
04:15 – 05:00 | Wrap-Up & Q&A Session
Info: • Key takeaways from the day
• Activity: Each participant writes a personal “finance action step” to apply in their role.
• Open discussion and feedback
• Certification distribution
Where is it happening?
Mid-Market, 1390 Market Street, Suite 200, San Francisco, United StatesEvent Location & Nearby Stays:
USD 607.40 to USD 778.50
