Business Math and Finance Overview is built for the non-finance professional to develop some basic skills and competencies related to budgeting, return on investment and common financial statements.  Starting with common mathematical and statistical functions, participants gain knowledge on where numbers and ratios are derived.  Beyond the basic elements, the program explores the content and meaning of a balance sheet, income statement and cash flow statement

Running a lean business requires the discipline associated with understanding the return on investment and Business Math and Finance Overview participants will be able to calculate simple return formulas for a variety of business investments.  The program will also highlight using financial information in decision making.

Business Math and Finance Overview is a valuable and needed set of skills for all professionals.

LEARNING OBJECTIVES, OUTCOMES, AND SKILLS:

1.  Understand common math calculations used in business including ratios, percentages, discounts, mark-ups, and yield.

2.  Use correct formulas to calculate interest costs and investment returns.

3.  Understand the key components and uses of balance sheets, income statements, and cash flow statements.

4.  Utilize financial information to calculate return on investments and use that information for decision making purposes.

5.  Create personal action plans and strategies to implement the skills and competencies learned.

6.  Review case studies to produce actions that are consistent with the skills and competencies learned.   

FORMATS AVAILABLE:

• Workshops and Seminars - 2.0 Hours to 5.0 Hours in Duration.

• Keynotes - 45 to 90 Minutes in Duration.

• Webinars - Series of Three, 50 Minute Presentations.

• On Demand Learning - Not Yet Available.

• Retreats and Off-Site Events

• Object Oriented Coaching - Subject Matter within an Individual Coaching Focus.

SUGGESTED AUDIENCE:
Anyone who wants or needs to improve their business math skills or understanding of basic financial functions.  Line level team members to senior executives.

SUPPORTING DOCUMENTATION AND ACTIVITIES:

• Handouts-Business Math and Finance Skills

• Case Studies (Workshop and Retreat Formats Only)

• Inclusive Activities to Support Learning Objectives

SERIES PROGRAM INCLUSION:

• Workplace Excellence Series

LEARNING TOOLS USED (WORKSHOPS AND SEMINARS):

• None

CORE PRINCIPLES AND ARCHITECTURE:

• 10 Characteristics of Successful People

ROOM REQUIREMENTS FOR WORKSHOPS AND SEMINARS:

• Comfortable seating with table space.  Horseshoe is preferred.

• MS PowerPoint Projector.

SYSTEM REQUIREMENTS FOR WEBINARS: