Do I need any prior knowledge of finance to attend this workshop?

No. This course is designed specifically for managers and professionals with little to no finance background.

What industries is this course most relevant for?

The workshop is industry-neutral, but case studies are tailored to Charlotte’s key sectors such as banking, healthcare, energy and technology.

What will I receive after completing the course?

You will receive a Course Completion Certificate and comprehensive learning materials to support your ongoing application of finance skills.

How long is the workshop?

It is a 1 day program including breaks and a 30-minute lunch.

What makes this workshop different from online finance courses?

Unlike generic online programs, this session is interactive, practical and industry-focused, with real world case studies and personal guidance from expert trainers.

Will the course be interactive?

Absolutely. The workshop includes case studies, group discussions and practical exercises to make learning engaging and applicable.

Can this workshop be delivered in-house for my organization?

Yes. We offer a customized in-house training option where the content is adapted to your company’s goals and challenges.

How will this workshop benefit me in my current role?

You’ll gain the ability to read financial reports, manage budgets and make better business decisions, giving you a stronger voice in strategy and planning discussions.

Who will be delivering the training?

The session will be conducted by an experienced finance trainer with expertise in both corporate training and real-world business management.

How do I register and secure my seat?

You can register directly via Eventbrite or contact our us at info@mangates.com

Multiple dates

Business Finance Made Simple – 1 Day Course in Charlotte, NC

By Mangates_inc

Hands-on finance training in Charlotte designed for leaders without a finance background, simplifying profit, cash flow & decision-making.

Location

HQ - Charlotte City Center

525 North Tryon Street Suite 1600 C Ph No +1 469 666 9332 Charlotte, NC 28202

Agenda

Welcome & Introduction

• Trainer introduction and course overview • Icebreaker: Why finance matters for managers – participants share one financial challenge they face in their role.

Module 1: Understanding Financial Statements

•Balance Sheet, Income Statement and Cash Flow Statement•Key terms and concepts explained in simple language •Activity

Module 2: The Fundamentals of Budgeting

• Preparing, managing, and monitoring budgets • Variance analysis and cost control techniques • Activity

Module 3: Financial Planning & Forecasting

• Short-term vs long-term financial planning • Forecasting revenue, expenses and capital needs • Tools and techniques for better planning • Case Study

Module 4: Financial Ratios & Decision-Making

• Profitability, liquidity and efficiency ratios • Using ratios to assess company performance • Activity

Module 5: Investment Appraisal Techniques

• Payback period, ROI, NPV and IRR explained • Practical exercises to evaluate projects • Activity

Module 6: Cash Flow Management

• Importance of cash vs profit • Tools and strategies for effective cash flow control • Role Play

Module 7: Applying Finance to Your Role

• Linking financial insights to real-world business decisions • Case studies relevant to Charlotte industries (banking, healthcare, energy and tech) • Case Simulation

Good to know

Highlights

ages 18+
In person
Paid parking

Refund Policy

No refunds

About this event

Business • Finance

About this event:

Duration:1 Full Day (8 Hours)

Delivery Mode: Classroom (In-Person)

Language: English

Credits: 8 PDUs / Training Hours

Certification: Course Completion Certificate

Refreshments: Lunch, Snacks and beverages will be provided during the session.

Course Overview:

Finance is the language of business, and understanding it is crucial for effective decision-making. This 1 Day workshop in Charlotte, NC is designed for managers and professionals with no formal finance background who need to interpret financial data, understand business performance and contribute confidently to organizational strategy. The course simplifies complex financial concepts into practical knowledge you can immediately apply in your role.

Learning Objectives:

By the end of this workshop, you will be able to:

Interpret and analyse basic financial statements.
Understand the budgeting process and control expenses effectively.
Use key financial ratios for business insights.
Evaluate investment opportunities with confidence.
Manage and forecast cash flow to support operations.
Apply finance concepts directly to their managerial responsibilities.

Target Audience:

Non-finance managers across industries (healthcare, banking, tech, energy, retail, etc.)
Team leaders and supervisors involved in budget management.
Professionals aspiring to move into leadership roles.
Anyone seeking to enhance decision-making with financial knowledge.

Why It’s the Right Fit for You

Our workshop simplifies complex financial concepts into practical, easy-to-understand knowledge tailored for non-finance professionals. With real-world case studies from Charlotte’s key industries, hands-on exercises and expert trainers, you’ll gain the confidence to interpret financial data, manage budgets and make informed decisions that impact business performance. The interactive learning style, professional certification and immediate applicability ensure lasting value for both your career and your organization.

Special Group Offers:

Book as a group of 3+ and save 10%
Register 10 or more and get 15% off

Looking to train your entire team at once?

Our in-house option brings this Finance for Non-Finance Managers workshop directly to your workplace, tailored to your company’s unique needs and industry context. This flexible, cost-effective solution ensures all of you will learn together, apply concepts to real business challenges, and strengthen collaboration while saving on travel and individual registration costs. With dedicated trainer support and customized case studies, your team will gain practical financial skills that deliver immediate business impact.

📧 Contact us today to schedule a customized in-house session: corporate@mangates.com

Frequently asked questions

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Mangates_inc

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