Finance for Non-Financial Professional (Spring 2017)

Two-Day Program

Finance is the language of business. Finance for Non-Financial Professionals Program aims to familiarize the non-finance professional with fundamental principles of a company’s financial structure. Advance your potential by gaining concrete knowledge of a corporation’s financial standing. Come learn from dedicated professors in an atmosphere of like-minded professionals.

This interactive program is designed for participants to learn the fundamentals and best practices of financial management. In learning the financial structure of a company, it becomes important to recognize and avoid common financial management pitfalls. This program provides a solid foundation and introduction to financial management as well as the latest tools for practical application in the real world. Experts with in-depth experience in financial management will collaborate with participants in case studies and team work.

Dates and Times

  • March 10 & 11, 2017 from 9 a.m. to 5 p.m.

Location

San Francisco State University Downtown Campus, 835 Market Street, Suite 600

Fees

$495* USD.

* Includes lunch and light refreshments throughout the day.

Current SF State students and alumni and those who register early will receive a special discounted price of $395 USD. Program pricing and dates subject to change.

Who Should Attend

Our session is intended for driven and enthusiastic individuals looking to gain effective finance and accounting skills in order to become better contributors. A session open to those interested in understanding the decision-making process of investing and capital budgeting. Obtain a rich introduction of financial documents essential to understanding a company’s reach for current and future projects. Become acquainted with the language and data utilized in upper-management positions. Participate and become confident in your ability to lead your company to the next level of financial decisions.

Program Objectives

  • Learn basic financial management terminology and gain practical insights
  • Understand how to read basic financial statements
  • Avoid common financial management pitfalls and mistakes
  • Understand basic spreadsheet analysis to support scenario analysis
  • Learn how to be prepared for financial management surprises and setbacks that can derail your department or project
  • Learn how to use financial management as an effective planning and scheduling tool
  • Calculate time and costs accurately

Course Outlines

  • Why financial management?
  • Basic terminology
  • Common financial statements
  • Basic financial ratios
  • Budgeting process
  • Project management process
  • Common financial planning pitfalls
  • Basic spreadsheet analysis
  • Return on investment
  • Scenario analyses
  • Post-mortem

Program Faculty

Herb Meiberger

Herb Meiberger is a lecturer of Finance at San Francisco State University’s College of Business. From 1992 to 2012, he was elected to five consecutive terms with the City and County of San Francisco’s Employees’ Retirement System and subsequently appointed Chairman of the Investment Committee, elected Vice President of the Board and Chairman of the ESG Committee. Mr. Meiberger holds a B.S. in Math and Chemistry from the University of South Dakota, M.B.A. in Finance from the University of California at Berkeley and is a Chartered Financial Analyst.