Finance for the Non-Financial Manager

IN-PERSON AT THE UNIVERSITY OF ALABAMA CAMPUS

Elevate your financial literacy and make a meaningful impact in your organization

Discounts available for group enrollments, UA faculty/staff/Alumni, and Chamber members. Reach out to stephanie.lowe@ua.edu for more information.

Unlock the keys to financial mastery with this program tailored for professionals seeking to sharpen their financial skills. Dive into the complexities of financial statements, master the art of projecting future revenues and costs, and explore investment decision-making techniques. Led by an experienced finance instructor, this program empowers participants to analyze financial data effectively, communicate financial objectives with precision, and make informed decisions for organizational growth. Join us and elevate your financial proficiency and leadership.

topics

Financial statements and analysis
Future revenues, costs, and cash flows
Ratios for financial analysis including debt, equity, assets, profits, and returns
Investment decision techniques including NPV, payback period, rate of return and profitability
Communication of financial goals and performance

Professor Pierce’s finance class has been instrumental in deepening my understanding of P&L statements and enhancing my ability to communicate financial data more effectively. The information taught enhanced my ability to communicate financial data with clarity and precision, both within my team and to internal stakeholders. Additionally, the course has strengthened my forecasting capabilities, equipping me to make more strategic and informed financial decisions moving forward. I am deeply grateful to Professor Pierce for his invaluable insights and for providing such a well-structured and impactful learning experience!

Finance for the Non-Financial Manager proved a great investment for only one day’s time. The session was led by an accomplished and brilliant instructor who clearly understands the challenges faced by leaders in roles demanding financial acumen even from those who did not have finance backgrounds. Discussions were well-paced and spot-on topic but yet fun. Examples given during class and in the accompanying content were relevant and I was immediately able to start using them day to day to make more informed comments and decisions. As with all UA programs the networking is exciting given the diversity and breadth the participants bring. All in all a great class that will continue paying dividends long afterwards.

Wonderful experience learning in different setup, The whole course and event was organized neatly and sweetly. I am so thankful for the opportunity to learn and grow alongside high caliber teacher and attendees.

Designed for:

Individuals who seek deeper understanding of financial concepts and how they relate to business operations
Professionals who would like to refresh their finance knowledge

Participants will:

Understand the key concepts and terms of financial statements
Utilize financial concepts to make better informed decisions
Develop skills to forecast future revenues, costs, and cash flows using various methods and models
Acquire an understanding of investment decision techniques to enable sound investment decision making aligned with organizational objectives
Enhance communication skills to articulate financial goals, metrics and insights to key stakeholders
Apply financial strategies to support effective decision making in various business contexts
Earn 7 hours of CPE for CPAs (3.4 hours in the field of ‘Other/Finance’ and 3.6 hours in the field of ‘Accounting and Auditing’).

Format:

The program will be hosted on campus at The University of Alabama in the Culverhouse College of Business.

Plan to be on campus from 8:30 am to 4:00 pm (Exact times will be sent with a finalized schedule)
Light breakfast, lunch, snacks, water, and coffee will be provided

This certificate is not eligible for federal financial aid. No academic credit will be awarded.

INSTRUCTOR

Dr. Joshua Pierce

Dr. Joshua Pierce earned his PhD in Finance from Michigan State University, and is currently the Robert Hunt Cochrane/Alabama Bankers Endowed Chair of Banking at the University of Alabama. Dr. Pierce has published articles on topics such as the benefits of bank lending, financial constraints, optimal capital structure, and CEO turnover. His research has appeared in such journals as the Review of Financial Studies, the Journal of Business, the Journal of Corporate Finance, the Review of Corporate Finance Studies, and Financial Management. In 2011, Dr. Pierce’s paper titled “New Evidence on Measuring Financial Constraints: Moving Beyond the KZ Index”, won the BlackRock Michael Brennan award for the best paper published in the Review of Financial Studies. In 2014, Dr. Pierce’s paper titled “Managers With and Without Style: Evidence using Exogenous Variation”, won the Research Affiliates Michael Brennan award for the best paper published in the Review of Financial Studies.

Dr. Pierce has been involved with Executive Education programs over the past fifteen years where he taught both custom and open enrollment courses. Dr. Pierce has also taught numerous MSF, MBA, EMBA, and BBA courses. He has regularly been nominated or been the recipient of numerous teaching awards at the Ross School of Business at the University of Michigan and the Gatton College of Business at the University of Kentucky. He was most recently awarded the Nabors Instructional Excellence Award at the University of Alabama. Dr. Pierce has industry experience as a financial engineer, and as a computer programmer. Additionally, he has advised and consulted with employees of various commercial banks, investment banks and private equity firms.

Stephanie Lowe

Looking for more program options?

WE CAN CUSTOMIZE PROGRAMS FOR YOUR ORGANIZATION.

Virtual

On-site

Hybrid