Session Outline

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Finance for the Non-Financial Manager
with Mr. Eric Sussman

Date: November 10, 2017
Session Time: 9:00 AM - 4:00 PM

Location Information:
CU South Denver Campus
10035 S Peoria St, Parker, CO 80134
(303) 315-9444
Session Description
As a manager, finance and accounting might not be your most immediate concerns, but it’s essential to have a basic understanding of them. Accounting provides the means by which organizations communicate - in facts and figures - how effectively they are fulfilling their strategic missions and operating objectives by providing critical information to key constituencies internal and external to the organization. Finance is all about decision-making. Effective managers (in all parts of the organization) must be well-versed in the finance and accounting lexicon in order to make value-creating decisions and communicate with key constituencies both internal and external to the organization. This session will introduce key finance and accounting metrics, help non-financial managers understand how to understand and interpret financial statements, and how to make optimal investment and capital budgeting decisions
 
Biography

Since 1995, Eric has been a lecturer (and now Senior Lecturer) in accounting and real estate at the UCLA Anderson School of Management, where he has been voted Teacher of the Year fifteen times by Anderson's MBA students, has been awarded the Citibank Teaching Award (1998) and the Neidorf Decade Teaching Award (2008), both voted upon by a committee of faculty members, and received the University-wide Distinguished Teaching Award in 2015. He has also received recognition by Bloomberg-Business Week as one of the Top Ten Most Popular Business School Professors in the country, and recognition as one of the most influential business school faculty alive today. He has taught courses at UC Berkeley, George Washington University, and the Helsinki School of Economics, and created a series of 12 lectures on accounting and finance for the Great Courses (the Teaching Company).
 
Time Allocation - Topics
25%        Introduction to Key Financial Statements
  • Income Statement, Balance Sheet, Statement of Cash Flows 
  • Reporting disclosures and the impact on investors and key constituencies 
  • Accrual-based earnings versus operating and free cash flows 
  • Key accounting and reporting metrics (EPS, EBITDA) 
25%         Financial Statement Analysis: Common Size, Trend, and Ratio
  • Liquidity, profitability, efficiency, leverage ratios 
  • Margins and other operating statistics 
  • Working capital management, cash conversion cycle, and reconciliation between earnings and cash flows 
25%         Key Concepts in Managerial Accounting
  • Cost-Volume-Profit Analysis, and significance of contribution margin 
  • Operational Dashboards and the "Balanced Scorecard" 
25%         Capital Budgeting and Effective Investment Decision-Making
  • Time value of money 
  • Approaches to capital budgeting (payback, net present value, internal rate of return, equity multiplier) 
  • Trade-off of risk and return 
  • Funding capital investments with debt, equity, or both
Guide to Participant Selection
APPLICABILITY:
1 indicates primary target audience.
2 indicates a good fit if the level of material is appropriate.
3 indicates (in the opinion of the institute and the faculty) very limited applicability.
DepartmentAdminDistribEngrFincH.R.LegalMktngITOprPlngPchsgR&DSales
Senior Executive
(Pres, Exec & Sr VP)
3223222133322
Executive
(VP & Gen'l Mgr)
2223111112222
Senior Managers
(Div & Reg. Mgrs)
2112111111111
Middle Managers
& Superintendents
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Focus
Primary -- EXECUTING/CONTROLLING/EVALUATING:
Financial Controls, Financial Statements, Performance Evaluation, Decision Making, Direction, Coordination, Guidance, Cost Control, Results Analysis
Secondary -- PLANNING/ORGANIZING:
Financial Analysis, The Cost of Capital, Analysis, Evaluating Alternative Solutions, Generate and Obtain Plan Support
Tertiary -- LEADERSHIP DEVELOPMENT:
Communication, Developmental Perspective
Level

Introductory    Intermediate    Advanced
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