Finance for the Non-Financial Leader


Introduction, Parts I & II

As a business owner, leader or manager, you need the confidence to understand financial information so that you can make better decisions, increase profits and shareholder value.


After each part of this course, you will be able to go back to your company with confidence to understand financial information and apply your new knowledge to make better decisions and increase profits and shareholder value.

Who Should Attend Part I

  • Business Owners, Presidents, Partners and G.M.s who regularly evaluate their organizational performance and financial stability
  • Directors, Vice Presidents and Divisional Managers responsible for the profit and performance of their company or division
  • Managers who oversee corporate budgets and capital cost decisions

Who Should Attend Part II

  • Business Owners who want to grow the profits and shareholder value of their business

Key Benefits

  • Leaders and Managers with little or no financial training or experience can develop working knowledge to use the language, tools, and techniques of accounting and finance
  • Complex principles presented in practical, understandable terms in a friendly, supportive environment
  • Gain the ability to read & analyze financial reports to assess company or division performance
  • Understand how Balance Sheets, Income Statements and Statement of Cash Flows are interconnected and how they work together
  • Use finance tools to make better business decisions & understand the impact of decisions
  • Learn to use financial ratios to improve liquidity, profitability, capital structure, and asset utilization
  • To be able to create useful management reports that help you drive the company’s performance
  • Learn how businesses are valued and how to increase shareholder value
  • Improve your ability to question and discuss financial statements and financial decisions.

In-Person Sessions

Spring 2020

  • Part I – May 14th, 2020
  • Part II – May 28th, 2020

Times: Sessions run from 9:00 am to 4:00 pm EST (Breakfast at 8:30 am)

Location:  EDC Export Growth Hub within Catalyst 137

137 Glasgow Street,
Suite 460,
Kitchener ON, Canada
N2G 4X8

Course Times for both parts:

  • Continental Breakfast @ 8:30AM
  • Course starts @ 9:00AM
  • Catered Lunch @ 12:00PM
  • Course Completion @ about 4:00PM

Contact us with any questions you may have.


Part I –$250+hst
Part II – $350+hst

In Part I you will learn:

  • How to read and understand financial statements
  • Concepts such as depreciation, retained earnings, prepaids and goodwill
  • To differentiate between accounting profit & cash flow
  • How the income statement, balance sheet and statement of cash flow tie together in our Lemonade Stand Business example
  • How to set up financial statements to get more useful information from them
  • Useful Key Performance Indicators and Ratios
  • The factors to increase profits
  • The limitations of financial reporting

In Part II you will learn:

  • How businesses are valued and what buyers look for in your business
  • How to increase shareholder value
  • The importance of protecting shareholder value and how to lessen risk in your business
  • The steps from strategy to business plans to actions plans to budgets
  • Translating activities of your business into a set of objective numbers
  • Tax overview for the small business owner
  • The key to decision making is forecasting
  • How to optimize cash flow though working capital management
  • The difference between fixed and variable costs
  • How to Finance the business
  • How to employ sensitivity analysis including Breakeven analysis
  • Business transition and contingency planning
  • Difference between bonuses and incentives
  • The different ways owners can take money out of their business