Financial Skills for Product Leaders

Building an Foundation in Financial Management
Introduction

Financial Skills for Emerging Product Leaders is a one-day intensive workshop specifically designed to provide a solid foundation in financial analysis to support critical decisions for projects, products and other investments.


This interactive workshop format includes exercises and real world examples to improve participants understanding and application of financials, including:

 

  • A firm grasp of the three major financial reports and how they work together

  • How read, interpret, and develop Profit & Loss statements for products and services

  • How to develop proforma financials including determining the ROI of new products and projects

  • Important financial terms to intelligently discuss the costs and expenses for every project

 
Program Summary

Part 1: THE FOUNDATIONS OF FINANCE

The Role of Finance – roles and goals

  • ​Understanding Financial Statements​

  • Case Study: Real world practice. Analyzing the reports of a sample company.


PART 2:  KEY FINANCIAL TERMS

  • Understanding revenue​ and how to recognize it

  • Understanding COGS and its elements

  • ​How to consider various expenses

PART 3: CREATING FINANCIAL STATEMENTS

  • Developing and analyzing P&L Statements

  • Calculating and analyzing margins to achieve company goals

  • Developing and analyzing cash flow statements

  • Exercises: Developing P&L and cash flow statements

 

PART 4: APPLYING DISCOUNTED CASH FLOWS

  • Calculating the time value of money

  • Developing ROI calculations​

 

Download a complete outline here.

Who Should Attend

Anyone who wants to get a solid foundation in financial concepts to learn now to read and create P&L statements and forward their career. This is ideal for:

  • Aspiring engineers and product developers

  • Software and IT professionals

  • Product, project and program managers

What’s Included

The registration fee includes:

  • A comprehensive E-book with tools, examples and key learnings

  • Sample spreadsheets of P&L's and ROI calculations

  • Lunch and refreshments are also included

Download Details

Your Facilitator

Dorian Simpson
MBA. BSEE. Consultant. Author. Certified NPDP.
ATT. Motorola. Intel.

" I learned so much that will help me understand my product line. Dorian is masterful at explaining financial concepts simply.”

− E. Simmons, FEI Company

" This program was just what I needed to communicate with our CFO. It definitely gives me more confidence.”

− B. Hill, Intel

Dates and Locations

 

There are currently no public sessions planned for this program. 

Select one of the following options: 

Notify me when a public session is offered

Contact us about an in-house program

Charlotte, NC

Tel: 971-235-4905

© 2017 Kingsley Institute