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Finance

Financial Management for Non-Finance Staff

Demystify financial reports and empower staff to make informed budget decisions.

Duration
Half-day or full-day (3–6 hours)
Format
In-person or virtual · Interactive workshop with exercises and Q&A
Audience
Program managers, project coordinators, admin leads, operations managers

What you'll learn

  • Apply finance frameworks to real workplace scenarios
  • Leave with templates, tools, and an action plan
  • Build shared language and accountability across your team

Agenda

  1. 9:00 AM
    Balance Sheet, P&L, Cash Flow
  2. 10:00 AM
    Budgeting & monitoring
  3. 11:00 AM
    Cost centers & allocations
  4. 12:30 PM
    Budget vs. actuals
    Lunch break + case study discussion
  5. 1:30 PM
    Grants & restricted funds
  6. 2:30 PM
    Financial red flags

Topics covered

Balance Sheet, P&L, Cash FlowBudgeting & monitoringCost centers & allocationsBudget vs. actualsGrants & restricted fundsFinancial red flags

Your facilitator

EB
Eboni B. Speight, MBA
Founder & Principal Consultant, EBBTech Consulting

Eboni brings 15+ years of leadership, HR, and finance expertise across nonprofit, public, and private sectors — translating strategy into measurable outcomes for teams.