Financial Acumen for Non-Financial Leaders

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Presented by

Kathleen Bader — Senior Trainer and Consultant with Corporate Education Group

A results-oriented executive with over 25 years leading complex change for medium to large international companies across financial services, high tech, aerospace, education, and insurance. Kathleen holds a BS in Engineering from West Point and an MBA from Harvard Business School.

Want to go deeper?

This webinar previews concepts from our 1-day course on finance for non-financial managers. The full course goes deeper into reading and interpreting the three key financial statements (P&L, balance sheet, cash flow), calculating financial ratios, and understanding the budgeting process so you can connect everyday decisions to organizational results.

Finance for Non-Financial Managers

Traditional Classroom · 1 day
Virtual Instructor-led · Two 3-hour sessions or four 90-minute sessions

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About this webinar

Financial literacy is a critical skill for managers who influence decisions that impact organizational performance — even when finance isn’t their background. The leaders who struggle most aren’t the ones who can’t crunch numbers; they’re the ones who can’t see how their everyday choices connect to financial results. Without that line of sight, budget conversations feel adversarial, financial reports feel like a foreign language, and the business case for any initiative becomes harder to make.

This interactive webinar demystifies core financial concepts and builds confidence in reading and using financial information — without requiring a finance background. You’ll come away understanding how financial statements connect, what key metrics really mean, and how your day-to-day decisions affect the bottom line.

What you’ll learn

Build confidence with financial reports — understand basic financial terminology and feel comfortable reading the reports that drive business decisions.

See how decisions affect results — trace how everyday operational choices flow through to budgets and the bottom line.

Spot risks and opportunities — learn simple ways to read between the lines of financial information for what’s working, what’s not, and where to dig deeper.

Understand the budgeting process — how budgets get built, what they’re really for, and how managers contribute to a process that often feels imposed on them.

Connect statements to each other — how the profit & loss, balance sheet, and cash flow statements relate, and why all three matter even if your team only uses one.

Translate finance into action — the conversation moves and questions you can bring back to budget meetings, planning conversations, and cross-functional projects.

Ready to build financial fluency across your management team?

The full 1-day course on Finance for Non-Financial Managers can be delivered onsite, virtually, or as part of a customized leadership program. Talk to us about bringing it to your team. Call 1.800.288.7246 (US only) or +1.978.649.8200.

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