Finance for Non-FInancial Managers: Franchise & Small Business Edition

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Improve Your Financial Expertise and Expand Your Impact

Workshop Overview

Do you sometimes lack confidence when participating in strategic financial discussions? Uncertain how to navigate financial statements? Overwhelmed by the responsibility of preparing and presenting a budget or forecast? Wanting to better understand how to assess a good or bad financial business decision? Well, you're not alone!

The Liniger Center on Franchising believes that every business professional should feel confident discussing the financial condition and decisions of a business That’s why we’ve partnered with the Daniels Business College Executive Education department to bring you Finance for Non-Financial Managers – Franchise and Small Business Edition.

What You’ll Learn

How to understand and analyze the three main financial statements: Balance Sheet, Income Statement and Statement of Cash Flows (including comparisons between profit and nonprofit organizations)

How to think about investments and understand how longer-term finance decisions are made

How to prepare budgets and forecasts and analyze variances BYOFS – Bring Your Own Financial Statements so you can learn right away how finance and accounting concepts apply to your organization

Who You’ll Learn with

Small business-owners looking to increase their bottom line Any franchising professional who wants to become a more intelligent user of finance and accounting information Business & operations professionals looking to make better finance-based decisions

Dessa Bokides

Dessa brings over 30 years of global financial leadership and to the classroom and specializes in financial strategy and capital markets She has worked for Goldman Sachs, Prologis, Pitney Bowes, GMAC and Galvanize in the roles of CFO, COO and Treasurer

Keehly Gohl

Keehly brings more than 20 years of accounting and finance experience to the classroom, working for firms such as KPMG, the University of Denver, The Dumb Friends League, and other non-profit organizations She is the Founding Member of Favor Financial Consulting

Sample Agenda

DAY 1

INTRODUCTION TO FINANCIAL STATEMENTS

DAY 2

ANALYZING FINANCIAL STATEMENTS

Understand Accounting Terms and Concepts

Understanding Financial Statements - Balance Sheet

Key Metrics in Balance Sheet Financial Analysis

Understanding Financial Statements - Income Statement

Optional Happy Hour in Denver

How to Identify Key Metrics in Income Statement Financial Analysis

Understanding Financial Statements - Cash Flow Statement

Analyzing Assets and Cash Flow

Analyzing Liabilities and Leverage

DAY 3

LEVERAGING & COMMUNICATING FINANCIAL ANALYSIS

What to Expect:

Live (synchronous), three-day online course designed to simplify complex financial concepts

Gain practical skills to read and understand financial statements

Boost your confidence in preparing budgets, forecasting, and contributing to financial discussions and decisions

Assess your business's financial health and make informed decisions

Empower yourself with tools to interpret key financial metrics, forecast business growth, and build stronger financial strategies

Investments and Decision Making

Planning and Budgeting

Stakeholder Communication

Get to Know: Novo Ed Learning Management Portal

All of Liniger Center on Franchising workshops utilize a leading digital Learning Management system: NovoEd NovoEd is an innovative online platform designed to transform the way individuals and organizations engage with education

You'll be using the NovoEd platform to access your course content, learning resources, complete activities, and connect with your colleagues during this online learning experience You’ll receive a welcome email two weeks before the course that will give you access to your NovoEd dashboard

Onceyou’veloggedintoyourNovoEdportal,youwillbeable to:

Filloutyourshortpre-coursesurvey, Completeyourpre-classchecklist

GatheryourorganizationsfinancialstatementsforBYOFS (Whichallowsyoutoapplyaccountingprinciplestoyour specificusagecases)

Contactyourprogrammanagerwithanyquestionsyou mayhave

The Liniger Center on Franchising

In the last 50 years, franchising has emerged as one of the most dynamic, transformative business strategies in the world. The Liniger Center provides pathways for mastering key elements of franchising, enhancing business acumen, and developing leadership skills. Prepare to leave equipped with the knowledge, strategies, best practices, and connections essential for thriving in the ever-evolving world of franchising

Exclusive“Quick-Hit”Workshops

Diveintocompactsessionspackedwith actionableinsights,winningstrategies, andessentialtoolsdesignedfor immediateimpact.

LearnfromtheBest

Gainwisdomandinsightsfromleading franchiseexecutivesandindustry pioneersastheyrecounttheirjourneys ofsuccess,adversity,andachievements infranchising.

NetworkingOpportunities

Connectwithacommunityoflikemindedfranchiseprofessionals.Forge valuablerelationshipstosupportgrowth andopendoorstonewopportunities.

Real-WorldProblemSolving

Enhanceyourfranchise,business,and leadershipskillsthroughaction-based learning Learnandapplypractical solutionstoreal-worldfranchising scenarios.

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