Financial Skills for Non-Finance People

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This two-day intensive workshop is specially developed to provide a solid foundation in financial analysis and decision-making, both from the perspective of the company and specific projects.

Financial Skills for Non-Finance People is an interactive workshop format including exercise, case studies, and real world projects to improve participants understanding and application of:

  • Financial analysis tools and how to apply them to value new products and programs
  • Basic and advanced techniques to make tradeoff and a portfolio decisions for product investments
  • Financial techniques to communicate and sell advanced R&D, platform and architecture programs

By the end of the course, participants will have gained:

  • An understating of how development programs impact key numbers valued by executives
  • Key financial skills to justify product or technology programs
  • A firm grasp of the three major financial reports: Income statement, balance sheet and statement of cash flows
  • How to determine the ROI of platform and advanced R&D projects
  • A working knowledge of risk and overall value of your product portfolio

Who Should Attend:
Product managers and marketers, engineering managers and leads.

Each student is required to bring a laptop loaded with MS Excel software.

Cost: 2-day class

Location: Location and driving directions will be emailed separately upon registration.


August 1, 2019 @ 8:00 am
August 2, 2019 @ 5:00 pm
$625.00 – $775.00
Event Category:


Julie Black


Portland, OR United States + Google Map


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