financial analysis for non-financial managers

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Overview Many talented individuals come to a point in their careers when future success depends on understanding both the language and fundamental applications of accounting and finance. During this three-day financial education program, you will learn through a combination of interactive lecture and engaging solo and group exercises how to create and analyze financial statements; create and analyze budgets; explore relations between costs, volumes, and profit; determine how much financing needs to be in place and where the capital can come from; create pro-forma statements; appreciate where, when, how, and why shareholder value is created or destroyed; master basic financial math such as present values and internal rates of return; evaluate capital investment projects; and wisely value your business or that of a potential acquisition target. Equipped with these skills, you will be able to actively participate in financial meetings that previously seemed impenetrable to you and make informed and effective decisions for your organization. Who should attend Mid-level managers all the way through to senior executives who: Have little or no prior training in finance and accounting Have some accounting or finance background but want to deepen their appreciation of the language and fundamental applications of accounting and finance Enjoy learning in an energetic and interactive setting Key benefits Participants of this program will: Learn the key terms of accounting and finance language Acquire the skills to create and analyze basic income statements, balance sheets, and cash flow statements *Tuition includes instruction, materials, continental breakfast, and lunch. Accommodations not included. To encourage group participation, multiple participant discounts are available. Subject to change. FINANCIAL ANALYSIS FOR NON-FINANCIAL MANAGERS Tuition: $4,500* (3 Day Program) Visit www.uncexec.com

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Overview Many talented individuals come to a point in their careers when future success depends on understanding both the language and fundamental applications of accounting and finance. During this three-day financial education program, you will learn through a combination of interactive lecture and engaging solo and group exercises how to create and analyze financial statements; create and analyze budgets; explore relations between costs, volumes, and profit; determine how much financing needs to be in place and where the capital can come from; create pro-forma statements; appreciate where, when, how, and why shareholder value is created or destroyed; master basic financial math such as present values and internal rates of return; evaluate capital investment projects; and wisely value your business or that of a potential acquisition target. Equipped with these skills, you will be able to actively participate in financial meetings that previously seemed impenetrable to you and make informed and effective decisions for your organization.

Who should attend Mid-level managers all the way through to senior executives who:

– Have little or no prior training in finance and accounting

– Have some accounting or finance background but want to deepen their appreciation of the language and fundamental applications of accounting and finance

– Enjoy learning in an energetic and interactive setting

Key benefits Participants of this program will:

– Learn the key terms of accounting and finance language

– Acquire the skills to create and analyze basic income statements, balance sheets, and cash flow statements

* Tuition includes instruction, materials, continental breakfast, and lunch. Accommodations not included. To encourage group participation, multiple participant discounts are available. Subject to change.

FINANCIAL ANALYSIS FOR NON-FINANCIAL MANAGERS Tuition: $4,500* (3 Day Program)

Visit www.uncexec.com

Program content The Financial Analysis for Non-Financial Managers program curriculum consists of interactive lectures, class discussions, group-based cases, quizzes, and Excel analy-ses. The goal of this seminar is to make sure the questions you have about financial reporting and analysis get answered. The program will focus on the following topics:

– What is accounting? Why is it important?

– Learn to create a balance sheet, profit & loss statement, and cash flow statement

– Understand an organization’s financials

– Learn budgeting and variance analysis skills

– Learn about cost-volume-profit relationships

– What is financial statement analysis?

– Calculate and understand profitability, efficiency, liquidity, and leverage ratios

– What is finance? Why is it important?

– Determine financing needs by forecasting financial statements

– When is value created?

– Learn the key tools of financial math: PV, NPV, IRR, and payback.

– Integrate accounting, finance, and value creation by learning the steps of how to value a business.

FINANCIAL ANALYSIS FOR NON-FINANCIAL MANAGERS Page 2 of 3

– Create and analyze budgets

– Improve your understanding of the relations between costs, volumes, and profits

– Analyze financial statements using profitability, efficiency, liquidity, and leverage ratios

– Create basic pro-forma financial statements

– Learn the major functions and contributions of finance

– Determine how much financing needs to be in place and where the capital can come from

– Master NPV and IRR computations

– Learn how to structure and evaluate capital investment projects

– Help your organization make smart operating, investing, and financing decisions

– Appreciate where, when, how, and why shareholder value is created or destroyed

– Wisely value your business or that of a potential acquisition target

– Earn 2.1 CEUs (Continuing Education Units)

Key benefits (continued)

Visit www.uncexec.com

FINANCIAL ANALYSIS FOR NON-FINANCIAL MANAGERS Page 3 of 3

Our facilities The Financial Analysis For Non-Financial Managers program is held at the Rizzo Conference Center in Chapel Hill, North Carolina. The Rizzo Conference Center offers unparalleled conference venues, meeting facilities, and hotel accommodations that are designed and built to encourage meaningful reflection and lasting learning.

How to enroll You can enroll online for this program by:

– Clicking on the “Enroll” button on the right hand side of the Financial Analysis for Non-Financial Managers webpage

– Clicking on the “All Other Open Enrollment Programs Form” link under the “Enrollment Forms” heading and selecting the date and title of the program in which you wish to enroll

– Filling in the requested information and clicking on ”Submit”

Please call 1-800-UNC-EXEC if you need assistance with the registration process.

Certificate programs Combine 3 or 5 open enrollment programs for a learning experience that meets your specific needs and receive a certificate from UNC Kenan-Flagler Business School.

Custom programs This program can be delivered to individual teams or business units, either at our facilities in North Carolina or anywhere in the world. This program can also be customized to meet the unique needs of your organization.

For more information Visit www.uncexec.com, call 1-800-UNC-EXEC or email [email protected] for program dates and additional information on any of UNC’s leadership

development programs.

Visit www.uncexec.com