Level 2: Finance for Everyone (Learning Objectives)

Finance for Everyone teaches financial tools and concepts including:

  • Basic financial statements and their management uses: Income Statement (P&L) and Balance Sheet
  • How market conditions impact business decisions
  • The difference between cash and profit
  • Fixed and variable costs
  • Cost structure and capacity utilization
  • Budgets and cash flow forecasts
  • The impact of inventory build-up
  • The need to control working capital
  • Ratios as metrics for management (ROA, ROI)
  • The specific financial metrics used by your company to gauge performance, and why they are used
  • Effects of strategy changes

Playing all the major roles in an operating company - production, R&D, sales and marketing, management, and finance - participants get first hand experience with:

  • Team decision-making in each area
  • Generating financial statements
  • Preparing budgets and forecasting cash flow
  • Calculating basic ratios
  • Comparing operating income and ratios to that of competitors
  • Implementing change and measuring results
  • Using ratios and other measurements to identify the 'buttons' which drive company performance and behavior

Take initiatives in everyday activities leading to reductions in costs, inventories, and working capital

  • Work creatively with customers and suppliers
  • Interpret operating reports and financial reports
  • Prioritize and control costs
  • Target profit opportunities
  • Use historical and competitive bench-marking to improve your bottom line
  • Better serve internal and external customers
  • See how actions impact other areas of the company

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Master Budgeting Basics

finance games for corporate events

In the Finance for Everyone course, learners master the basics of budgeting, cashflow forecasting, and ratios as they play a unique table-top game using physical game pieces (example shown above).