Finance for Non-Financial Managers (PMP 0513)

E-mail: execinfo@gmu.edu

Phone: 703-993-2109

Fax: 703-993-2121

Financial information is used by almost everyone and any Manager hoping to effectively communicate and understand a business must be able to analyze financial information. This course explains the basics of accounting, links accounting to financial statements, analyzes financial statements and works through economic analysis of investments. The course is structured into 18 modules that build on each other with the assumption that participants know little or nothing about accounting or finance.
No prior knowledge of accounting or finance is required. During the course, participants will work through multiple choice questions and case study exercises. In addition to covering basic financial analysis, the course will also touch on several advanced concepts such as Ratio Models, Valuations based on EBITDA (Earnings Before Interest Taxes Depreciation) and Exit Values when businesses are sold.
The course consists of 18 concise modules:

  • Module 1 – Quick Accounting Lesson: How accounting works, general ledger accounts, and the cash flow conversion cycle.
  • Module 2 – Introduction to Financial Statements: Types of financial statements, elements of financial statements and important accounting concepts.
  • Module 3 – Reading Financial Statements: Financial terminology, distinguishing operating vs. non‐operating, liquidity and solvency.
  • Module 4 – Financial Analysis (Part 1): Horizontal and Vertical Analysis, Benchmarking, and Common Sized Financial Statements.
  • Module 5 – Financial Analysis (Part 2): Complete set of ratios for analyzing most companies.
  • Module 6 – Working Capital Management Module
  • Module 7 – Key Financial Indicators
  • Module 8 – Cost Analysis
  • Module 9 – Recap of Day One
  • Module 10 – Basic Forecasting: Forecasting sales, assets and cash flow, fixed vs. variable cost, and breakeven analysis.
  • Module 11 – Risk Analysis: Risk adjusting constant dollars, expected values and simulation analysis.
  • Module 12 – Economic Analysis: Apply ROI, NPV, and Payback Period to evaluate long‐term investments.
  • Module 13 – Ratio Models and Economic Value Added: Three ratio models and how they can be used to measure value.
  • Module 14 – Capital Formation: Distinguishing between private and public capital and identifying different transfer channels and how they differ.
  • Module 15 – Intellectual Capital: Recognizing the importance of intellectual capital and its influence on value.
  • Module 16 – Business Performance Measurement
  • Module 17 – Non‐Financial Analysis: Applying various analytical models to assess business performance.
  • Module 18 – Recap of Day Two
100% attendance and participation are expected from participants.
George Mason University is a PMI® Global Registered Education Provider.

PDU Credits:
  • This course is pre-approved for 14 PDUs
PMI- Project Management Institute- Registered Education Provider
Any professional who wants a good overall understanding of financial analysis and economic analysis of long-term investments.
Please click here for a list of our instructors.

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