Program Overview
The program breaks down the core financial statements — profit and loss, balance sheet, and cash flow — into plain, practical language. Participants also build practical budgeting skills, working through realistic statements and budget scenarios rather than abstract accounting theory.
Why This Program Matters
Managers who understand financial statements make sharper decisions and communicate more credibly with finance and leadership. As financial accountability moves further down the management chain, non-financial managers are increasingly expected to own and defend budgets.

What Participants Will Learn
- Read and interpret a profit and loss statement with confidence.
- Understand what a balance sheet represents and why it matters.
- Build a realistic departmental budget and track variance.
- Understand key financial terms and ratios used in business.
- Communicate status and manage stakeholder expectations.
Program Modules
- Module 1 — Making Sense of the Profit and Loss Statement
Understanding revenue, costs, and the levels of profitability. - Module 2 — The Balance Sheet and Cash Flow
Reading assets and liabilities, and why cash differs from profit.
- Module 3 — Budgeting With Confidence
Building, tracking, and defending a departmental budget. - Module 4 — Speaking the Language of Finance
Key terms, ratios, and applying ROI to everyday decisions.
Who Should Attend
Managers and professionals without a finance background who want confidence reading and using financial information.
FAQs
- Q: Can this program be customized?
A: Yes. HNI adapts examples to your reporting format and budgeting process. - Q: Is prior finance knowledge needed?
A: No. The program is designed for professionals without a finance background. - Q: What is the difference between profit and cash flow?
A: Profit is revenue minus expenses on paper; cash flow is the actual movement of cash. A profitable business can still face cash problems.
- Q: What will participants gain?
A: Confidence reading statements, building budgets, and discussing financials credibly.
Build Financially Confident Managers With HNI
Partner with HNI to give your managers the confidence to read the numbers and make sharper business decisions.


