Management and Leadership

• Traditional Classroom: ½-day Duration
• Virtual Instructor-led: Two 3-hour sessions

Financial literacy is an essential capability for anyone who makes or influences decisions that impact organizational performance. Yet many managers and professionals have limited exposure to core financial concepts. This highly practical and engaging session demystifies the language of finance and builds confidence in reading, interpreting, and using financial information. Through practical examples, guided exercises, and discussion, participants will learn how financial statements connect, how key ratios reveal business performance, and how day-to-day actions influence financial outcomes. Participants will also explore the budgeting process and why it matters for organizational success.

Target Audience

This course is specifically designed for managers, team leads, supervisors, project managers, and individual contributors who influence financial decisions or need to better understand organizational financial performance.

Learning Objectives

• Recognize and understand financial terms that affect company finance.
• Identify and interpret three key financial statements — profit & loss, balance sheets, and cash flow.
• Calculate and interpret key financial ratios.
• Recognize your impact on organizational finances.
• Understand the budgeting process and its importance.

Course Outline

Session Overview and Objectives

Understanding the Language of Finance

• Common Financial Terms
  • Revenue, Expenses, Margins, Assets, Liabilities, Equity
• Why Finance Literacy Matters

Three Core Financial Statements

• Profit & Loss/Income Statement
• Balance Sheet
• Cash Flow Statement
• How the Statements Connect

Finance Ratios

• Ratios Overview
• What Ratios Reveal About Performance
• Analyze Ratios and Interpret Insights

Budgeting Fundamentals

• Purpose of Budgeting
• Components of a Budget
• How Organizations Plan and Allocate Resources

Summary and Next Steps

MDV203 Course Code