Finance and Accounting 101 Simplified

Finance & Accounting 101 Simplified strips away the jargon and explains key financial and accounting concepts in everyday terms.

You’ll learn how businesses make money, track costs, manage assets, and assess performance. We’ll explore how financial statements work together, what key ratios tell you, and how to use numbers to make smarter decisions.

You don’t need a degree in finance or a calculator on your belt. You just need a willingness to learn-and this session will meet you right where you are. Walk away with a solid foundation that will make you more effective, informed, and financially fluent

Why should you Attend: Does your heart sink when someone mentions “EBITDA,” “cash flow,” or “P&L”? Are you asked to read a financial report or contribute to a budget but feel lost in the numbers? You’re not alone. Finance and accounting can seem like a foreign language, filled with intimidating terms and endless spreadsheets. But avoiding it altogether can leave you in the dark-and vulnerable to making decisions based on incomplete or misunderstood information.

This training is your chance to turn that fear into confidence. Whether you're a manager needing to track departmental performance, a startup founder working with investors, or a team member asked to review a budget, understanding the financial fundamentals can elevate your role and increase your impact. Not knowing how to interpret basic financial data can lead to missed opportunities, unwise spending, or an inability to speak the language of leadership.

Areas Covered in the Session:

• What finance and accounting mean for non-financial professionals
• The accounting equation: Assets = Liabilities + Equity
• Key components of revenue, expenses, and profit
• Introduction to cash vs. accrual accounting
• Overview of the three primary financial statements

• Anyone that works in a Financial Institution