01 / UNDERSTAND
Read the business
Use a case study to connect the three main financial statements.
TRAINING / BUSINESS FINANCE
Finance for Owners & Managers
Understand the story behind the numbers and make more confident commercial decisions.
Who it is for
Business owners, general managers, team leaders and operational managers without a specialist finance background.
Suggested delivery
A suggested full-day workshop or two half-day sessions, with examples suited to your industry.
Enquire about this programmeWhat participants will practise
- Read a profit and loss statement, balance sheet and cash flow report
- Explain why profit and cash can move in different directions
- Understand gross margin, fixed costs and break-even
- Use a budget to compare plans with actual performance
- Ask useful questions before committing to a business decision
THE LEARNING JOURNEY
Understand. Practise. Apply.
02 / INTERPRET
Find what matters
Identify movements in margin, working capital and overheads.
03 / DECIDE
Turn numbers into action
Compare a business decision under different assumptions and explain your recommendation.
Take the learning back to work.
Participants leave with practical tools and an action plan. Materials are selected and adapted to the agreed programme.
Non-accredited professional development. A certificate of participation can be provided.
- Financial statements guide
- Business performance worksheet
- Budget review checklist
- Decision-making worksheet
- 30-day financial action plan
THE NEXT CONVERSATION
Let’s shape the right programme.
Share your team size, location and preferred timing.