Our most popular courses are listed below. You can request a copy of our course brochures by using our online request form. Or please call to discuss any specific needs.

Finance and Accounting for Non-Financial Managers and Supervisors

What if all employees really understood their impact on the bottom line and were motivated to improve it?

The objective of this two-day course is to motivate non-financial managers and supervisors to focus on their company’s financial and operational objectives in their everyday work. This is accomplished through our unique teaching style that makes a complex subject very easy to understand. Participants overwhelming comment that they are excited to finally find a course that actually helps them understand financial topics and how to use this information to do their job better. (Supervisor version is a one-day course).

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Business Case Analysis for Non-Financial Managers:
Effective Asset Management and Project Decision-Making

The primary objectives of this two-day course are for non-financial managers to learn:

1) how to evaluate capital projects and asset management decisions and
2) to effectively communicate their evaluations to management.

Course topics include:

	how to gather relevant data for project proposals
	how to analyze multiple scenarios
	the pros and cons of the leading project analysis techniques

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Business Case Writing for Non-Financial Managers:
Writing, Critiquing, and Using Business Cases

What if your employees could clearly communicate their business case arguments?

The primary objective of this two-day course is for non-financial managers to learn how to write a successful business case analysis.

Course topics include:

	the 8 steps of business case writing
	how to identify their audience
	how to write from their reader’s perspective
	an outstanding structure for including the key components of a business case
	common pitfalls in case write-ups

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Business Basics for Craft and Operations Employees:
Energizing and motivating craft employees toward financial stewardship

What if all employees really understood their impact on the bottom line and were motivated to improve it?

The objective of this half-day course is to motivate craft and operations employees to focus on their company’s operational objectives in their everyday work by showing them exactly how this can benefit them. This is accomplished through our unique teaching style and ability to connect with bargaining unit employees or non-union employees, with an informal, non-threatening teaching approach. Participants come away with a much better understanding of why management makes the decisions it does and how management’s financial goals improve their own bottom line.

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Basic Financial Analysis for Account Managers:
Understanding Your Customers’ Financial Goals and Needs

The objective of this two-day course is to teach Account Managers to better serve their customers needs by gaining more knowledge on financial principles. Not only do participants learn to negotiate better deals better for their own company, they learn financial skills enabling them to understand how their customers evaluate product and pricing information. Account Managers will be able to proactively evaluate from their customers’ perspectives, which will improve their ability to negotiate and arrive at appropriate business solutions.

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Your Company, Your Retirement:
Personal Financial Investing Basics for All Levels of Employees

This is a course that many of our clients have used to reward employees for a job well done.

Many people ignore or are barely engaged when it comes to understanding their 401(k) investment options, planning for their retirement, and utilizing other investment vehicles like Roth IRA’s and Education IRAs. In this half-day course, participants will learn about the importance of saving and how to create an investment plan of their own. As part of this course, we explain how the company’s bottom line translates into an increased 401(k) value for themselves, which results in an increased personal motivation to work towards the company’s goals.

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Utility Ratemaking Basics:
What Every Utility Employee Needs to Know

What if every employee could improve their company’s financial outcomes by knowing how their daily decisions impact the rate case outcomes?

The primary objective of this two-day course is to teach utility employees or vendors of utilities the basic ratemaking concepts used by a utility to make value-added decisions. Participants will learn how their decisions can favorably impact a rate case filed with their local utility commission or utility board.

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