Event Details

Duration: 1-Day Intensive Workshop (8 Hours)
Location: Near participants (final address shared via email)
Format: In-Person (Virtual attendance available on request)
Language: English
Certificate: Course Completion Certificate by Learnerring
PDUs Awarded: 8 Professional Development Units
Contact: info@learnerring.com

Course Overview

Understanding financial information is a crucial skill for any professional involved in decision-making, strategy, or operations. This 1-day workshop introduces you to the key principles of business finance and budgeting, enabling you to read, interpret, and apply financial data with confidence.

You'll explore core financial statements, learn budgeting techniques, and discover how to use this information to evaluate performance and make informed business decisions. Whether you're new to finance or want to strengthen your foundational knowledge, this program will give you practical tools you can apply right away.

What You’ll Learn:

✅ Understand the structure and purpose of core financial statements
✅ Read and analyze a balance sheet to assess a company's financial position
✅ Interpret income statements to identify revenue trends and expenses
✅ Gain insights from cash flow and equity statements
✅ Recognize financial reporting differences in nonprofit organizations
✅ Learn budgeting strategies and how to prepare operating and activity-based budgets
✅ Track financial performance through effective budget monitoring

Topics Covered:

🔹 Financial Literacy for Business Professionals

Why understanding finance matters for every role
Overview of the most common financial documents

🔹 Balance Sheets: What They Reveal

Assets, liabilities, and equity explained
Techniques for analyzing financial health

🔹 Income Statements & Profitability

How to assess business performance
Revenue, costs, and net profit breakdown

🔹 Other Key Financial Reports

Interpreting cash flow statements
Understanding changes in stockholder equity
Key notes and disclosures for deeper context
Financial basics for nonprofit organizations

🔹 Budget Planning Fundamentals

Core principles of effective budgeting
Determining what to budget and how to structure it

🔹 Creating and Managing Budgets

Building operating and activity-based budgets
Tracking, evaluating, and refining budget performance

Key Takeaways:

By the end of this session, you’ll be able to:
✔ Speak confidently about financial data and concepts
✔ Identify financial strengths and risks through key reports
✔ Contribute meaningfully to budgeting processes
✔ Support smarter business decisions with financial insights

Who Should Attend?

This course is ideal for:
• Business professionals with limited financial training
• Entrepreneurs and startup teams
• Project managers and department leads
• Anyone responsible for budgets or financial planning

Certification

🎓 Participants will receive an official Course Completion Certificate from Learnerring, validating their understanding of core business finance and budgeting principles.

📌 Corporate Group Training Available

Looking to train your whole team or department? We offer private onsite or virtual FlowMastery™ sessions.📩 Contact corporate@learnerring.com for details.

Business Finance Basics 1-Day Workshop by LearneRRing|Round Rock, TX