Finance for Non-Financial Managers

Date: 
Wednesday, December 3, 2014
Time: 
9:00 a.m. to 2:30 p.m.
Location: 
Walsh College, Novi

$270 members / $295 non-members

Financial skills are fundamental to any managerial position. Even if you’re not in a finance or accounting role, understanding the finance and accounting function is essential to making sound business decisions. Finance is the language used by executives to make decisions in the board room, so understanding this language at all levels in all facets of the business is critical.

Join us for this comprehensive one-day seminar that will cover the fundamentals of finance for the non-financial manager. This is a “crash course” in reading financial statements and learning how to discuss and report financial data in the appropriate terminology.

What You Will Learn:

  • Guidance that exists under accounting principles generally accepted in the United States of America.
  • Accounting governing bodies.
  • How to interpret financial statements and financial statement performance.
  • Various financial ratio analyses.
  • An understanding of certain corporate and capital structures.
  • An overview of budgeting, and financial planning and analysis.
  • Responsibilities of an auditor and types of audits.
  • An understanding of recent guidance issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO) on Internal Control frameworks.

Expert Presenters:
Jeff Brogley, Tax Senior Manager and CPA, a member of Deloitte’s Business Tax Services Group, has over 19 years of experience providing tax planning and compliance services to a variety of clients in several industries, with a primary focus on privately held companies.  He has extensive experience serving S Corporations, limited liability companies and partnerships, as well as corporate, high net worth and ultra-high net worth individual clients.  He serves clients in real estate, retail, manufacturing and other service industries. Jeff’s technical areas of expertise include:  federal tax planning, state and local tax planning, estate planning, IRS audit and appeals representation, TEFRA examination support, like kind exchange transactions, as well as accounting method change requests and related planning. Jeff is a member of the American Institute of CPAs and the Michigan Institution of CPAs.

Nikki Dimovski, Audit Manager and CPA, has 5 years of audit experience primarily in the manufacturing industry. While at Deloitte, she has specialized in serving large, multinational manufacturing companies based in the United States and abroad. She has been directly involved with numerous SEC filings and is experienced in the reporting requirements for complex transactions, as well as goodwill valuation and debt issuances.  

Lindsay Rosenfeld, Audit Senior Manager and CPA at Deloitte, has 14 years of audit and advisory experience primarily in the manufacturing industry. While at Deloitte, she has specialized in serving large, multinational manufacturing, and retail companies based in the United States and abroad, including a three year international assignment in Torino, Italy. She has been directly involved with numerous SEC filings and is experienced in the reporting requirements for complex transactions, including bankruptcy accounting, initial public offerings, purchase accounting, carve-out/spin-off transactions, significant foreign subsidiary financial statements requiring IFRS and/or Italian GAAP reconciliations, and foreign-private issuers.  

Certification:
This course qualifies as four (4) recertification credit hours under the guidelines of the Michigan State Board of Accountancy.