Financial Analysis for Non-Financial Executives

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Overview

A multifaceted educational experience for non-financial executives who are already successful in their first language (marketing, procurement, engineering, technology, science, human resources, etc.), and who are looking to develop the global language of finance as their second language. Faculty Director Toshi Shibano, PhD, takes program participants beyond the nuts and bolts of accounting and finance through a total immersion into the mastery of the Three Dialects of Finance: Insight, Foresight and Oversight.™ Participants return to work with the confidence to join their companies' financial conversation and the skills to align themselves as strategic partners with their leadership.

Hear from a former participant.

The program combines four disciplines: Financial Accounting, Corporate Finance, Management Accounting and Executive Effectiveness (strategy) and brings the concepts within these areas to life. Filled with lively interaction, practical application, and real-world guest speakers, the program is an unsurpassed experience in executive finance education. Over five days, the curriculum blends Professor Shibano's engaging teaching style with group break-out sessions, enabling participants to immediately utilize the concepts presented and practice using the language of finance. In addition to experiencing a greater depth of learning from each other, participants find comrades in business and some have forged lasting relationships.

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Details

The FANFE Experience:

Join the financial conversation through mastery of the Three Dialects of Finance: Insight, Foresight and Oversight™.

The FANFE Experience is not your ordinary executive financial education program. Through lively lecture, high-energy break-out sessions, and diverse peer interaction, participants are immersed in the language of finance. Guest speakers with relevant, real-world insights add to the excitement of the week. Participants from all industries and disciplines share ah-ha moments that are described using words like "transformative" and "career

How will you feel after your FANFE Experience?

Confident in joining your company's financial conversation
Comfortable with interpreting and using financial information
Excited to use your new financial skills to improve your decisions and make you a greater asset to your company
Persuasive when participating in financial discussions, justifying your decisions, and presenting your financial results
Ready to take on your role within the big picture of financial value creation for your company

Hear from a former participant.

The Dialects of Finance: Insight, Foresight, Oversight™

A Note From Faculty Director Toshi Shibano, PhD:
"I want to de-mystify the numbers. So I’ve distilled everything you need to Speak the Language of Finance™ into The Dialects of Finance™: insight into the past, foresight about the future, and oversight over the present."

Financial insight into past results requires analysis of financial reports to understand the drivers of past profitability.
Financial foresight involves deciding among alternative choices by forecasting their future financial results.
Financial oversight depends on financial measurements that track current performance and identifies needed operational improvements.

The vital questions that are answered in each dialect:
Financial Insight Dialect:
What past financial results reveal about your firm and your competitors?
How are business decisions and strategy reflected in your numbers?
How do financial statements capture operational, financing and investment decisions?
What can be learned from analyzing your financial statements?
How does your company compare with your competitors?
How do investors interpret your numbers?

Financial Foresight Dialect:
How should you make strategic plans and decisions that maximize your firm's future profitability?
How is your firm’s value created?
How should you forecast future financial performance to decide on strategic plans?
What is cost allocation and how should it be used for strategic insights?
How can you manage your firm’s growth, productivity, and risk?
How should you choose among strategic projects and opportunities?
How should you make decisions such as outsourcing, product mix, pricing, and acquisitions?

Financial Oversight Dialect:
How can you use financial tools to control operations and track your firm's current financial results?
How should you analyze budget results to identify opportunities and adjust operations?
How should you use attribution analysis to monitor your business unit results and managerial performance?
What are ways to track customer and product line profitability?
How should you design performance evaluation and incentive systems to maximize alignment and motivation?
What is the Balanced Scorecard and how can it improve strategic alignment?

Who Should Attend

Who should attend Financial Analysis for Non-Financial Executives?

At every FANFE, we hear from participants that one of the most rewarding components of the program is the diversity of the participants themselves. Executives with expertise and fluency in their careers — marketing, project management, operations, procurement, engineering, programming, software and hardware development, human resources, and more — all benefit from mastering the global business language of finance.

Ideal candidates include:

Executives who are transitioning from their first area of non-financial expertise into higher levels of management and operations, and who want to acquire the financial skills and language to join the financial conversation.
C-Suite Executives from small to mid-sized companies who want to secure their company’s future with sound financial management and who want to propel their company’s performance by gaining a greater understanding of their company's financial picture. C-Suite Executives committed to creating a culture of financial rigor and accountability through the language of finance.
Any non-financial executive who wants to join the financial conversation with confidence, earning the respect and benefit of becoming a deeper strategic partner to their leadership.

Dates and Registration

Oct 21, 2013 - Oct 25, 2013

Location: Berkeley, California

Nov 3, 2013 - Nov 8, 2013

Location: Berkeley, California

View more dates and locations

Fee: $6,500
Corporate Discount: Register 5 individuals from your company for the price of 4.

Faculty

Toshi Shibano, PhD

Faculty Director

View Bio

" This program complements my very strong operations background. My conversations are going to be very different now...the framework — the system of insight, foresight and oversight — was fantastic for me. "

– Sandra Stelling, Managing Director, Alaska Airlines

" It was really interesting to see how financing, investing, and operations tie together in a business cycle and how insight, foresight and oversight tie together in a cycle. Understanding how this cycle pulls together makes me more of a strategic partner. "

– Lenny Comma, Executive Vice President, COO, Jack In The Box, Inc.

" Toshi is a great teacher. He keeps the balance between the content he's presenting and getting involvement and discussions within the class. That keeps it very lively and energized. What I learned this week will bring value to our company. "

– Tom Gallo, CEO, Strategic Business Development, G3 Enterprises, E&J Gallo

" Trying to become a more effective leader is the key for me. The finance piece was a missing link for me to being a well-rounded executive. And now I have the financial language. "

– Corey Padovano, Director of Commercial Operations, Merc

" I recently transitioned into an operations role from my role in science and technology and it is important for me to be able to be on the same financial language level as my colleagues. "

– Lisa Decker, Executive Director, Business Strategy and Operations, Nektar Therapeutics

" The small group breakouts were fantastic, and I loved the guest speakers who bring the real world scenarios to bring the principals to life. "

– Serena Wellen, Esq., Director of Content Development, Mathew Bender LexisNexis

" Every day I came out with another Ah-Ha Moment. The program was really transformative for me. "

– Kathy Rokni, Global Content Manager, Google

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Financial Analysis for Non-Financial Executives

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The FANFE Experience:

Dates and Registration

Faculty

Finance as a Second Language

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Financial Analysis for Non-Financial Executives

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The FANFE Experience:

Dates and Registration

Faculty

Finance as a Second Language

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Center for Executive Education

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