Certificate in Accounting and Finance for Non-Financial Managers (Online at your own pace)
Successful professionals in the workplace use financial information to aid effective decision making. The Certificate in Accounting and Finance for Non-Financial Managers explains financial concepts and accounting processes utilized in most businesses. It provides practical techniques that increase your effectiveness and career. Get a foundation to understand the seven steps in the accounting cycle, and use financial information in decision making. Analyze resource allocation, evaluate financial performance, and maximize cash flow. Learn how to assess and analyze business reports to make smart decisions about budgeting, setting goals, and assessing performance within your area of influence.
Courses:
- Accounting and Finance for Non-Financial Managers
- Cash is King
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Financial Analysis and Planning for Non-Financial Managers
Courses are online and asynchronous, meaning students may login to the classroom anytime during the course session, day or night, 24/7. For more information, go to our Online Professional Development Certificates & Courses FAQ
Class Details:
| Accounting & Finance for Non-Financial Managers | ||
Unit 1: Introduction to finance
The Four Basic Elements of Finance The Basic Financial Statements |
Unit 2: Introduction to accounting
The Purpose of Accounting The Accounting Cycle Preparing Financial Statements |
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Unit 3: Managing liabilities
The Liabilities of a Business Short-Term Liabilities Long-Term Liabilities |
Unit 4: Financial planning
The Importance of Financial Planning The Business Planning Process |
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| Cash is King | ||
Unit 1: Cash flow strategies
What are the cash-critical stages in business What internal sources of cash are possible What potential external sources of cash there are |
Unit 2: Reporting and evaluating cash flow
Review of Projected Cash Flow Report What the Cash Cycle communicates What improvements can be made to shorten the cash cycle Calculating cash cycle |
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Unit 3: Projecting cash needs
When cash injections are needed Which cash needs will internal sources be able to cover Which cash needs must be met through external sources Making comparisons with other businesses in the same industry |
Unit 4: Funding requests
What are the potential equity sources of cash What requirements different funding sources have Making a pitch to investors Approaching potential lenders for financing |
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| Financial Analysis & Planning | ||
Unit 1: Financial strategies
The Goal of Business Understand the Language of Finance Accounting as a Language
Visual Activity – Accounting Process Accounting and Recordkeeping Systems Self Check – Account Categories Read the Story
Financial Concept: The Matching Principle
Income Statement The Balance Sheet Statement of Cash Flows The Purpose of Financial Statements |
Unit 2: Financial dashboard - introduction to financial gauges
The Story Statements Tell Financial Concept: The Accounting Equation Financial Concept: The Profit Matching Principle Financial Concept: The Fund Matching Principle Financial Concept: Cash Basis vs. Accrual Basis Financial Concept: Cash vs. Profits Financial Concept: Debt vs. Equity (Optimum Capital Structure) Financial Strategies
Take a Look: Example Financial Strategies Financial Gauges
Your Financial Gauges Profitability-based gauges Performance-based gauges Reading Your Financial Gauges
Research and Analysis |
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Unit 3: Financial Gauges - Profitability
Financial Gauge: Net Profit Margin (or) The Bottom Line Financial Gauge: Gross Profit Margin Financial Gauge: Operating Margin Using Profitability Ratios The Components of Profitability
Sales and Expenses Sales
Pricing Strategies Cost of Goods Sold and Cost of Sales
Gross Profit Margin Gross Profit Analysis and Planning Evaluate Profitability of Product or Service Lines Expenses
Cost Management and Efficiency |
Unit 4: Financial Gauges - Performance
Value Growth Company Resources Taking Advantage of Assets
Cash Making the Most of Liabilities and Equity
Equity Performance Financial Gauges
Financial Gauge: Return on Assets Financial Gauge: Return on Equity Financial Gauge: Debt to Equity Ratio Financial Analysis and Planning Summary
Financial Performance Analysis Summary |
Jodie Trana
Jodie Trana has had a career in business consulting and financial management. She then started a consulting and training organization offering educational consulting services to organizations such as the Kauffman Foundation, the largest foundation devoted to entrepreneurship. Jodie contributed the financial chapters for Kauffman’s textbooks and managed the curriculum design and facilitation process for their entrepreneurship educational programs. Her content specialties include accounting, financial analysis, business planning, cash flow analysis, and funding request analysis. Her background includes business and financial management in consulting, construction, non-profit, healthcare, and retail industries.
Sharon deFonteny
Sharon deFonteny has a degree in Business Education with a concentration in Accounting and spent many years in Corporate America working in Accounting and Finance. For the past 5 years, she has created and taught online Business courses for Bucks County Community College. Her experience in business, as well as experience in teaching, has allowed her to help people understand the Accounting and Finance process.
OE-21130d-ugc
Online registration is overInstructors:
- Jodie Trana
- Sharon deFonteny
| Date | Time | Location |
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| Tue, Sep 2nd 2025 | 12:01 AM - 11:59 PM | Online |
| Wed, Sep 3rd 2025 | 12:01 AM - 11:59 PM | Online |
| Thu, Sep 4th 2025 | 12:01 AM - 11:59 PM | Online |
| Fri, Sep 5th 2025 | 12:01 AM - 11:59 PM | Online |
| Sat, Sep 6th 2025 | 12:01 AM - 11:59 PM | Online |
| Sun, Sep 7th 2025 | 12:01 AM - 11:59 PM | Online |
| Mon, Sep 8th 2025 | 12:01 AM - 11:59 PM | Online |
| Tue, Sep 9th 2025 | 12:01 AM - 11:59 PM | Online |
| Wed, Sep 10th 2025 | 12:01 AM - 11:59 PM | Online |
| Thu, Sep 11th 2025 | 12:01 AM - 11:59 PM | Online |
| Fri, Sep 12th 2025 | 12:01 AM - 11:59 PM | Online |
| Sat, Sep 13th 2025 | 12:01 AM - 11:59 PM | Online |
| Sun, Sep 14th 2025 | 12:01 AM - 11:59 PM | Online |
| Mon, Sep 15th 2025 | 12:01 AM - 11:59 PM | Online |
| Tue, Sep 16th 2025 | 12:01 AM - 11:59 PM | Online |
| Wed, Sep 17th 2025 | 12:01 AM - 11:59 PM | Online |
| Thu, Sep 18th 2025 | 12:01 AM - 11:59 PM | Online |
| Fri, Sep 19th 2025 | 12:01 AM - 11:59 PM | Online |
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| Mon, Oct 27th 2025 | 12:01 AM - 11:59 PM | Online |
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| Wed, Oct 29th 2025 | 12:01 AM - 11:59 PM | Online |
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| Wed, Nov 12th 2025 | 12:01 AM - 11:59 PM | Online |
| Thu, Nov 13th 2025 | 12:01 AM - 11:59 PM | Online |
| Fri, Nov 14th 2025 | 12:01 AM - 11:59 PM | Online |
| Sat, Nov 15th 2025 | 12:01 AM - 11:59 PM | Online |
| Sun, Nov 16th 2025 | 12:01 AM - 11:59 PM | Online |
| Mon, Nov 17th 2025 | 12:01 AM - 11:59 PM | Online |
| Tue, Nov 18th 2025 | 12:01 AM - 11:59 PM | Online |
| Wed, Nov 19th 2025 | 12:01 AM - 11:59 PM | Online |
| Thu, Nov 20th 2025 | 12:01 AM - 11:59 PM | Online |
| Fri, Nov 21st 2025 | 12:01 AM - 11:59 PM | Online |
| Sat, Nov 22nd 2025 | 12:01 AM - 11:59 PM | Online |
| Sun, Nov 23rd 2025 | 12:01 AM - 11:59 PM | Online |
| Mon, Nov 24th 2025 | 12:01 AM - 11:59 PM | Online |
| Tue, Nov 25th 2025 | 12:01 AM - 11:59 PM | Online |
| Wed, Nov 26th 2025 | 12:01 AM - 11:59 PM | Online |
| Thu, Nov 27th 2025 | 12:01 AM - 11:59 PM | Online |
| Fri, Nov 28th 2025 | 12:01 AM - 11:59 PM | Online |