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Improve your knowledge of company finances Now

  • Learn the basics of finance and accounting. 
  • Learn from a professional with 30+ years business experience.
  • Four ways to learn: public classwebinarself-study, or group training.
  • Public class and webinar limited to four students for maximum learning.
  • Certificate issued on completion
  • Cost: Three Day Class $1999.00 Available Discounts
  • Class schedules are located at the bottom of this page.


Registering another Person 

If you want to register for another person, click on the registration link and enter your information in the Billing Information section, uncheck the Student Information same as Billing Information box at the bottom of the form, then enter your student information.  If you experience any difficulty with online checkout, please call customer service 24/7 at 888-632-2093.

Registering by Purchase Order 

If you need to register using a purchase order, email a copy to (be sure to list class name, class date, student name, student address, student phone number, and student email address).

To Register by Phone

To pay by credit or debit card using customer service 24/7 call 888-632-2093.

Each Student Receives:

  • A student manual or textbook for use during and after the class.
  • Instruction from an experienced business professional (minimum of 30 years) with at least five years in a corporate senior management position (CEO, President, COO, Vice President, CFO).
  • Real life exercises to support training materials.
  • Individual attention (classes are limited to four students).
  • Personalized Certificate of Completion

Finance and Accounting for Non-financial personnel

Class Description

In the current environment of cut-throat competition, razor-thin profit margins, and increasing scrutiny from stakeholders, mastering the fundamentals of financial management is a must for everyone with a stake in their company's and in their own professional futures. Packed with step-by-step examples and illustrative case studies, and updated to reflect the latest trends in the economy and in financial policy, this class is a nuts-and-bolts guide for managers, entrepreneurs, seasoned executives, teachers, and students alike.

Featuring new commentary on corporate accountability, updated interactive templates, study questions, , this class covers all the key aspects of financial management.​

Public Class and Webinar Schedule

Wed., Thurs., and Fri.,  January 9 - 10, 2019

Wed., Thurs., and Fri.,  January 16 - 18, 2019 Full
Wed., Thurs., and Fri.,  February 6 - 8, 2019 Full
Wed., Thurs., and Fri.,  March 6 - 8, 2019
Wed., Thurs., and Fri.,  April 3 - 5, 2019
Wed., Thurs., and Fri.,  May 8 - 10, 2019
Wed., Thurs., and Fri.,  June 5 - 6, 2019

Scheduled dates don’t work for you? Schedule your own start date (subject to availability) for only a 20% premium!  Contact customer service to check date availability at

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Call now: 1-888-632-2093

Class Outline

Part 1: Understanding Financial Information

Module 1: The Balance Sheet
Expenses and Expenditures
Important Accounting Concepts Affecting the Balance Sheet
Stockholders’ Equity
Total Liabilities and Stockholders’ Equity
Additional Balance Sheet Information
Analysis of the Balance Sheet
Module 2: The Income Statement
Analysis of the Income Statement
Module 3: The Statement of Cash Flows
Sources of Funds
Uses of Funds
Statement of Cash Flows
Financial Practice Review
Analyzing the Statement of Cash Flows
Module 4: Generally Accepted Accounting Principles:

     A Review and Update
The Fiscal Period
The Going Concern Concept
Historical Monetary Unit
Quantifiable Items or Transactions
Full Disclosure
Significant Accounting Issues
Module 5: The Annual Report and Other Sources of Incredibly

     Valuable Information
The Annual Report
Modern-Day Activists
The 10-K Report
The Proxy Statement
Other Sources of Information
The Securities and Exchange Commission

Part 2: Analysis of Financial Statements

Module 6: Key Financial Ratios
Statistical Indicators
Financial Ratios
Liquidity Ratios
Ratios of Working Capital Management
Measures of Profitability
Financial Leverage Ratios
Module 7: Using Return on Assets to Measure Profit Centers
After-Tax Cash Flow (ATCF)
Return on Assets: Its Components
Module 8: Overhead Allocations
Problems That Arise from Cost Allocation
What about the IRS and GAAP?
Effect on Profits of Different Cost Allocation Issues
Part 3: Decision Making for Improved Profitability

Part 3: Decision Making for Improved Profitability

Module 9: Analysis of Business Profitability
Fixed Costs
Variable Costs
Development of Fixed-Cost Estimates
Development of Variable-Cost Estimates
Breakeven Calculation
Variance Analysis
Module 10: Return on Investment
What Is Analyzed?
Why Are These Opportunities Analyzed So Extensively?
Discounted Cash Flow
Present Value
Discounted Cash Flow Measures
Capital Expenditure Defined
The Cash Flow Forecast
Characteristics of a Quality Forecast
Establishing the ROI Target
Analytical Simulations
Comprehensive Case Study

Part 4: Additional Financial Information

Module 11: Financing the Business
Some Guidance on Borrowing Money
Module 12: Business Planning and the Budget
S.W.O.T. Analysis
Significant Planning Guidelines and Policies
Some Additional Issues
A Guide to Better Budgets
Preparation of the Budget