Loyola University Chicago

Scope and Purpose
In the business world, all actions eventually must be translated into quantitative terms. Those who have not majored in disciplines such as accounting or finance or economics must still be able to handle these areas in any key role of management or leadership in a business setting.

This series is designed for non-financial managers who want to enhance their ability to deal with the numbers. This is a hands-on week-long program that will present accounting, finance and investing in a clear and straightforward manner. It is intended to remove the intimidation factor from these important business practices and increase the over-all strategic efficiency of any manager or leader.It will improve their ability to deal with the specialists inside their firms or the professionals they routinely partner with to ensure financial performance.

Who Should Attend
Any one in corporate life or small to mid-sized business enterprise who will deal with numbers in the organization: budgets, financial planning, investments. This includes managers and executives as well as key staff members.

Topics covered in this program:

• Financial and Managerial Accounting (internal and external decision-making)
• Capital Budgeting Procedures
• Financial Projections
• Understanding and creating financial statements
• Assessing financial performance
• Linking strategic business needs to accounting, finance and investment
• Stocks and Bonds
• Time and the Value of Money
• Financial Leverage and Dividend Policy
• Investments
• Portfolio theory
• Equities/ hedge funds
• Risk Management

Faculty
This course is taught by Thomas Zeller, Ph.D., MBA, CPA; Jay Cohen, M.S., CPA; Nicholas Lash, Ph.D.; and Donald Schwartz.