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

Register now for an early bird rate extended through September 13, 2024. 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

Program OVERVIEW

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.

It’s no secret that we have outstanding, talented and engaging faculty at The University of Alabama. As staff members, it is an incredible benefit that we can seek out professional development right on campus. Learning from Joe Calamusa was an excellent professional development option for me and my team. The fact that we did not have to travel was an added bonus! We will continue to lean on Culverhouse’s Executive Education program for development opportunities for our team.

I am grateful that I got the opportunity to attend the Story Telling Workshop with Joe Calamusa. This workshop was beneficial in several ways in my personal and professional development as a rising leader and program manager (i.e., understanding the science of storytelling, identifying and understanding best practices for storytelling, and identifying the storyteller within myself). Additionally, I was able to connect and network with industry leaders and fellow educators. I'm grateful for the format and structure of these workshops as they are representative of a cohort format. This community of professionals was just what I needed at this point in my personal and professional journey. I'm grateful for new friendships with people like Kaleb Day, who also attended the session.

I truly enjoyed participating in the Culverhouse Executive Education session, The Science of Storytelling: Leveraging Storytelling to Drive Results. Joe Calamusa led an engaging, entertaining and extremely informative discussion proving that telling a compelling story is a science and not an art. Joe educated the participants on the four elements of storytelling and guided each of us through the process of identifying, structuring and delivering superior narratives. Utilizing these communication skills learned in this session, you will feel confident in your ability to drive results both internally and externally of your organizations.

Attending the Business Communications event at The University of Alabama was truly enlightening. Through engaging sessions and insightful presentations by Joe Calamusa, I gained a deeper understanding of the profound impact strategic communication can have in the workplace. Exploring the art and science of storytelling equipped me with invaluable skills to craft compelling narratives that resonate with audiences. This program was a testament to the power of effective communication in achieving impactful results within any organization.

I found the Business Communications and Storytelling session with Joe Calamusa beneficial and highly entertaining. As a 30-year communications professional, I appreciated Joe’s unique way of breathing new life into my thought process for storytelling. The day flew by, and I enjoyed learning about the different storytelling elements and how to structure a compelling story based on your intended audience’s communication style.

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