Build the financial knowledge and business skills managers need to understand budgets, make informed decisions, and confidently manage financial responsibilities.
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Test Button- Series
- Supervisory Management Certificate
- Next Session
- April 7, 2027 – April 8, 2027
- Related Programs
Build the Financial Knowledge Managers Need to Succeed
Financial responsibilities are an important part of management, even for those without a financial background. This two-half-day virtual program provides practical skills in budgeting, understanding financial reports, resource allocation, and using key financial metrics to support management decisions.
Through practical, hands-on learning, participants will strengthen their financial knowledge and understand how financial information relates to everyday management decisions. The program addresses gaps in financial and budgeting knowledge by covering key performance indicators (KPIs), budget monitoring, resource allocation, and connecting financial decisions to organizational goals. Applicable across industries and roles, this training provides foundational financial knowledge for supervisors and managers who may have missed structured financial training.
Learning Objectives:
- Create a practical organizational, departmental, or project budget using clear assumptions for revenues, expenses, timing, and priorities.
- Monitor a budget throughout the year, identify meaningful variances, and determine when corrective action or reforecasting is needed.
- Use common financial reports to understand performance, ask better questions, and make day-to-day operating decisions.
- Allocate financial resources within a team, department, or project by balancing priorities, constraints, and expected benefits.
- Use a focused set of financial KPIs to recognize performance trends, risks, capacity issues, and opportunities for growth.
- Connect financial decisions in their area to organizational goals and communicate financial needs clearly.
Who should attend
Managers, supervisors, project managers, team leaders, business owners, and aspiring managers and supervisors.
Instructors
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Terilyn “Teri” Wallis is a finance and accounting executive, consultant, and educator with nearly three decades of experience in financial leadership, business strategy, and professional education. Her areas of expertise include financial analysis, budgeting and forecasting, financial modeling, accounting, strategic planning, capital and investment decision-making, financial performance management, and leadership development.
Teri holds a Doctor of Education (EdD) in Adult Education, an MBA in Finance, and a Bachelor of Science in Accounting. Her combination of executive financial experience, industry expertise, and advanced education in adult learning shapes an interactive teaching approach focused on helping professionals immediately apply what they learn.