Financial Planning Excellence 1 Day Training in Austin, TX

Duration 1 Day (10 Executive Education Credits) • 8 Executive Education Credits from the Instructor-Led Training Session • 1 Executive Education Credit from the Pre-Training Workbook (Financial Planning Readiness & Business Finance Assessment) • 1 Executive Education Credit from the Post-Training Resource Pack (Financial Planning Implementation & Business Performance Toolkit) Mode Instructor-Led Virtual Live (ILVL) / In-Person Classroom / Corporate In-House Training Course Overview Business managers regularly make decisions that involve financial information. Budget reviews, cost management, investment considerations, financial risks, resource allocation, and profitability all require an understanding of basic financial planning principles. Financial Planning for Business Managers is designed for managers who need to work confidently with financial information without being part of a finance function. The program covers financial statement interpretation, budget preparation, forecasting, investment assessment, financial risk review, performance indicators, cost management, and the relationship between financial planning and organizational strategy. Through business cases, budgeting exercises, scenario analysis, financial planning activities, discussions, and implementation tasks, participants examine how financial information can be used in management decisions. Participants finish the program by preparing a Business Financial Planning Blueprint and a 90-Day Financial Performance Action Plan for practical use in business planning. Why Join This Course? • Develop financial decision-making skills. • Improve budgeting and forecasting practices. • Understand financial statements. • Use financial information in business decisions. • Review costs and resource allocation. • Identify financial risks. • Monitor business performance through financial indicators. • Apply financial information to business planning. • Review profitability and operational efficiency. • Receive a Certificate of Completion and 10 Executive Education Credits (EEC). Learning Objectives Participants will be able to: • Understand key financial management concepts. • Interpret financial statements and reports. • Prepare practical business budgets. • Apply financial forecasting techniques. • Analyze costs and review profitability. • Evaluate financial risks and investment decisions. • Monitor financial performance using KPIs. • Use financial analysis in strategic planning. • Apply financial information to business decision-making. • Develop financial planning practices for ongoing business activities. Pre-Training Workbook (1 Executive Education Credit) Participants will complete a Financial Planning Readiness & Business Finance Assessment Workbook before attending the workshop. The workbook includes financial literacy assessments, budgeting exercises, financial statement interpretation, cost analysis activities, forecasting scenarios, business finance reflection questions, investment decision exercises, and personal development planning. Participants will review their current financial management knowledge, identify business finance challenges, and set learning priorities before the live workshop. Training Day Structure – 8 Modules 8 Hours, 8 Executive Education Credits Module 1: Foundations of Business Finance Develop an understanding of finance as it relates to business management. • Financial management fundamentals • Role of finance in business • Financial terminology • Business value creation Module 2: Understanding Financial Statements Learn to interpret financial reports for business decisions. • Income statement • Balance sheet • Cash flow statement • Financial statement analysis Module 3: Budgeting & Financial Forecasting Work with budgets and financial projections. • Budget preparation • Revenue forecasting • Expense planning • Variance analysis Module 4: Cost Management & Profitability Review cost management and profitability in business operations. • Cost classification • Cost reduction strategies • Profitability analysis • Resource optimization Module 5: Financial Decision-Making & Investment Evaluation Use financial information when reviewing business and investment decisions. • Investment appraisal • Business case evaluation • Risk-return analysis • Capital allocation Module 6: Financial Risk Management Identify financial risks and review methods for managing them. • Financial risk identification • Risk mitigation strategies • Cash flow management • Financial controls Module 7: Financial Performance Measurement Review business performance using financial measures. • Financial KPIs • Performance dashboards • Ratio analysis • Business performance reviews Module 8: Toolkit – Business Financial Planning Blueprint Apply the course learning to financial planning activities. • Financial capability assessment • Budget improvement planner • Financial planning roadmap • 90-Day Financial Performance Action Plan Training Methodology The workshop uses practical learning activities, including: • Facilitator-led discussions • Financial planning workshops • Business case studies • Budgeting exercises • Financial statement analysis • Group problem-solving • Scenario planning • Personal implementation planning Key Benefits Participants will develop knowledge and skills in: • Financial planning • Budget preparation • Financial analysis • Business decision-making • Cost management • Financial forecasting • Financial risk awareness • Profitability analysis • Strategic planning • Financial management practices Post-Training Resource Pack (1 Executive Education Credit) Participants will receive an implementation toolkit related to business financial planning and financial management. The resource pack includes: • 90-Day Financial Planning Challenge • Budget Planning Toolkit • Financial KPI Dashboard • Cash Flow Planner • Cost Optimization Guide • Financial Risk Assessment Checklist • Budget Variance Tracker • Financial Decision-Making Framework • Business Financial Planning Blueprint Target Audience • Business Managers • Department Managers • Operations Managers • Project Managers • Team Leaders • Business Unit Heads • Entrepreneurs • Non-Financial Managers • Functional Managers • Professionals responsible for budgeting, planning, or business performance Certification Participants who successfully complete the program will receive the Skelora Edu Tech Certificate of Completion along with 10 Executive Education Credits (EEC). Trainer Profile The training is delivered by professionals with experience in financial planning, budgeting, forecasting, business performance management, and corporate finance. Trainers may include: • Finance Directors • Chartered Accountants • Financial Planning Consultants • CFOs • Business Finance Advisors • Management Consultants • Corporate Trainers • Business Strategy Professionals Note The Pre-Training Workbook (1 Executive Education Credit) and Post-Training Resource Pack (1 Executive Education Credit) are part of the course structure. They provide preparation and follow-up materials covering financial literacy, budgeting, forecasting, business decision-making, financial performance, and organizational planning. Trainer: We aim to assign a qualified professional trainer based in or around the advertised training location. Final trainer details and professional profile will be shared with registered participants prior to the session.