Accelerated Executive Financial Management

Three-Day Intensive Training for Non-Financial Executives and Business Leaders

Offered by: ISBF Institute in partnership with Financial Power Institute
Delivery Format: In-person or Live Virtual via Zoom
Languages Available: English, French, Spanish (others on request)
Website: https://isbfinstitute.com
Schedule: 3 Days | 6 Hours Per Day | 18 Total Contact Hours
Tuition: $795 per participant (includes materials, case studies, tools, certificate)

WHY YOU NEED THIS COURSE

Today’s executive leaders must understand the financial implications of their decisions. In a global survey by the Financial Executives Institute, 74% of non-finance leaders admitted feeling underprepared to interpret financial data or lead with budgetary accuracy. This gap leaves organizations vulnerable to missed opportunities, costly errors, and weakened profitability.

This course bridges the divide between finance and leadership. Whether you’re a department head, small business owner, nonprofit executive, or corporate manager, understanding financial principles is essential for growth, sustainability, and smart decision-making.

COURSE OVERVIEW

Accelerated Executive Financial Management is a comprehensive, hands-on seminar designed for professionals with little to no formal training in accounting or finance. Delivered over three immersive days, this workshop-style course simplifies complex financial concepts, shows how to read and apply financial statements, and teaches you to manage budgets, improve cash flow, and evaluate capital strategies with confidence.

Using real-world case studies, templates, simulations, and financial models, you’ll gain critical insight into what drives a company’s financial health—and how to lead accordingly.

COURSE BENEFITS

By completing this program, participants will:

• Master the language and logic of financial statements

• Confidently engage in fiscal discussions with finance professionals

• Learn to manage department or company budgets effectively

• Understand cash flow cycles and improve liquidity

• Explore business funding strategies and borrowing options

• Identify financial red flags before they threaten operations

• Use financial tools to support strategic planning and decision-making

TARGET AUDIENCE

This seminar is ideal for:

• Corporate and nonprofit executives

• Business owners and startup founders

• Department heads and operational managers

• Government and public administrators

• Board members and senior decision-makers

LEARNING OUTCOMES

Participants will be able to:

• Read and interpret income statements, balance sheets, and cash flow reports

• Create and manage operational budgets

• Understand capital structure, debt financing, and equity investment

• Apply tools to improve margins and evaluate financial performance

• Use KPIs and dashboards to track progress and identify issues

• Develop and defend a business case with financial backing

PREREQUISITES

No accounting background required. Participants should:

• Be in or pursuing a leadership or decision-making role

• Have basic comfort with spreadsheets and business concepts

• Be open to practical application and interactive sessions

PARTICIPANT GUIDE & TOOLS

All attendees receive:

• Financial Management Workbook

• Sample Financial Statements for Case Study

• Budgeting & Forecasting Templates

• Business KPI Dashboard Toolkit

• Profitability and ROI Calculator

• Financial Red Flag Checklist

• Certificate of Completion from ISBF Institute

• 30-day follow-up support access

FOLLOW-UP SUPPORT: STRATEGIC FINANCE COACHING LAB

Participants will be invited to:

• One private consultation with an ISBF Financial Coach

• Monthly executive finance roundtables for peer learning

• Downloadable tools and templates for continued use

• Optional upgrade: CFO On-Call Partnership Support

COURSE SCHEDULE & MODULES

DAY 1: THE LANGUAGE OF BUSINESS – CORE FINANCIAL LITERACY

Module 1: Introduction to Business Finance

• Understanding Business Models, Revenue Streams, and Expense Structures

• The Role of Financial Management in Business Strategy

• Key Financial Terms Every Executive Must Know

Module 2: Reading Financial Statements

• Income Statement: Revenue, Expenses, Net Profit

• Balance Sheet: Assets, Liabilities, Equity

• Cash Flow Statement: Operating, Investing, Financing Activities

• How the Three Statements Interact

Module 3: Red Flags and Executive Missteps

• Common Budget Errors and How to Avoid Them

• Misreading KPIs and Financial Reports

• Case Study: What Went Wrong and How to Fix It

DAY 2: BUILDING STRONG FINANCIAL SYSTEMS FOR GROWTH

Module 4: Budgeting, Forecasting & Departmental Oversight

• How to Create and Manage a Department Budget

• Aligning Budgets with Strategic Objectives

• Variance Analysis: Spotting Overruns and Leaks

• Forecasting Models for Revenue & Expense Planning

Module 5: Cash Flow Management & Working Capital

• Understanding the Cash Cycle

• Strategies to Improve Cash Flow and Liquidity

• Accounts Receivable, Payable, and Inventory Controls

• Case Practice: Fixing a Failing Cash Flow Model

Module 6: Compliance, Reporting & Financial Governance

• IRS Reporting, Payroll Tax, and State Obligations

• Financial Reporting Cycles and Audits

• Financial Policies & Internal Controls for Accountability

DAY 3: STRATEGIC FINANCE FOR GROWTH AND CAPITALIZATION

Module 7: Corporate Funding and Financing Options

• Debt Financing: Bank Loans, Lines of Credit, Equipment Leasing

• Equity Financing: Angel Investors, Venture Capital, Private Equity

• Cost of Capital, Interest Rates, and Debt Service Ratios

• What Lenders and Investors Look For

Module 8: Financial Decision-Making Tools for Executives

• Break-Even Analysis, ROI, and Profitability Metrics

• Building Business Cases with Financial Justification

• Using KPIs to Measure Business Health and Growth

Module 9: Strategic Planning with a Financial Lens

• Connecting Finance to Marketing, HR, Operations

• Annual Planning and Financial Goal Setting

• Real-World Capstone Simulation: Present Your Financial Plan

COURSE DELIVERY OPTIONS

• Location: ISBF Headquarters, Partner Institutions, or Your Corporate Office

• Online Delivery: Live via Zoom with breakout sessions and Q&A

• Languages: English, French, Spanish (other available on request)

TUITION & REGISTRATION

Cost: $795 per participant (includes materials, coaching follow-up, and certificate)
Group Discount: Available for 5+ participants from the same organization
Register at: https://Isbfinstitute.com
Email: info@finanpower.com
Phone: (678) 921-2121