Financial Principles for Non-Financial Roles: Raise Your Game

This suite of workshops will provide individual contributors, managers, and leaders meaningful understanding and application of the universal principles of business, finance, decision making, and success.

It’s designed specifically for professionals in non-financial roles who need to raise their business and financial game to meet the needs of all of their stakeholders.

It is no longer enough to be good at part of the business. Leaders need to see the bigger picture and contribute to everyone’s success.

This is more than a finance program. Learners will see where costs are incurred and revenue is earned, and they’ll also learn how to deploy resources effectively toward organizational goals and objectives. The program emphasizes real-world application to decisions, decision making, and performance back on the job.

There are 3-parts to this suite, each consisting of two 3-hour live instruction segments. Each part stands on its own but together the learning is more powerful. 

Next Session

  • February 2023 – April 2023, 8:30 am – 12:00 pm
  • All classes will take place via Zoom and taught live
  • Trainer: Dan Topf, Senior VP MDI, Inc.

Each part can be taken individually for $500 a seat, or $1,500 for all three parts.

To register, email your business consultant or Email Us.​​

Dates: February 16 & 23, 2023

There are only a few universal scorecards in business. Financial Matters for the Non-Financial Professional will introduce you to the scorecards and the essential factors that determine winning in business. You’ll build fluency in terminology and the relationships between decisions and results. You’ll deepen your expertise in figuring out the what and why of your financial results.


  • The Five Factors of Business Success (Cash, Margin, Asset Utilization, Growth, People)
  • The Universal Scorecards In Business: Profit & Loss, Balance Sheet, Statement of Cash Flows
  • Price, Volume, Margin, and Profit

Dates: March 23 & 30, 2023

To get the results you want, you need to play the game to win! Part B will allow you to simulate three or more years of business. The emphasis is on practicing and getting lots of feedback with a little good-natured competition thrown in. In this learning-by-doing session, you’ll join a leadership team charged with running the company, evaluating the performance, making plans to improve results, and seeing the impact of your decisions in real time. Serious fun!


  • The Circulation of Capital
  • Working Capital, Asset Efficiency, Capacity Utilization, Inventory/Value Chain Optimization
  • Cash Position v. Cash Flow

​​Dates: April 20 & 27, 2023​

What gets measured gets done! Part C will give you lots of practice in setting financial game plans in motion, interpreting the results, and adapting your tactics to win the game. When our financial resources follow our business priorities, we can increase the chance of getting the results we seek. You’ll get lots of practice in setting, allocating, and evaluating the performance of scarce financial resources toward the things that will do the most good.


  • Capital Budgeting, Return on Investment, Time Value of Money, and Risk
  • Zero-Based Budgets, Incremental Budgets, Variance Analysis, and Decision-Making