finance for the non-financial manager

Finance Isn’t Scary, It is the Next Step to Business Success!

Mid-level managers need to develop strong financial literacy skills to make informed decisions that align with their company’s goals.

Advantexe’s Finance for the Non-Financial Manager learning journey is designed to help managers without a financial background build the financial knowledge necessary to understand and influence key business decisions.

Here is How We Can Help

This learning journey builds the essential skills participants need to understand financial concepts and apply them effectively to drive organizational success. The program blends interactive content, facilitated learning, real-world applications, collaborative group presentations, and an engaging digital business simulation. This comprehensive learning journey is built around:

• Pre-Work: Financial Essentials – Asynchronous eLearning to build financial confidence before the workshop.
• Interactive Workshop – Engaging sessions that develop leadership, decision-making, and business acumen.
• Simulation – A hands-on experience where participants apply learning in a risk-free, real-world business scenario.
• Board of Director Presentations – Present key decisions and insights, sharpening strategic thinking and communication skills.
• Post-Work – Reinforce learning through targeted activities that drive real-world application.
• Bridge Back Activities – Exercises that connect insights to daily work, ensuring lasting impact.
• Decoding the Earnings Call – A 1-hour webinar where an Advantexe facilitator unpacks your company’s earnings call to highlight key financial insights.

Why Simulation?

Advantexe business simulations act as a bridge between learning and real-world experience. Our simulations help learners apply concepts, test decisions, and see the immediate impact on a business’s performance. Outcomes are driven by learner choices, enabling experimentation and interaction. We offer off-the-shelf, industry-specific, and custom simulations for industries like healthcare, CPG, and finance, ensuring a relevant and impactful learning experience. (Visit our catalog to see our suite of simulations)

Learning Focus

• Read and Understand Financial Statements: Interpret key financial statements to better assess business performance.
• Make Data-Driven Decisions: Use financial insights to support and align decision-making.
• Communicate Financial Insights Effectively: Communicate financial concepts and guide teams effectively.

Who is it For?

The Finance for the Non-Financial Manager program is designed for mid-level managers who need to build their financial acumen to make better business decisions. It’s ideal for organizations aiming to enhance their leadership pipeline and improve financial understanding across non-financial managers.

Flexibility

This flexible program can be designed to fit in a 1-to-2-day format. It is available in-person, virtually, or as a hybrid solution and can be customized to meet the unique needs of your industry.

Additional Resources

	Finance for Non-Financial Managers; Why it Still Matters
	A Case for Finance Training

Contact us to Learn More!

To learn more about our learning journeys, complete the form below, email us at jim.brodo@advantexe.com, or call us at 610-828-8707.