Finance for Non-Financial Managers

A Unique Financial Development Experience for Managers

In the fast-changing environment of business, an understanding of key financial principles and the ‘language’ of finance is essential to insure profitable growth and ‘best-practice’ management.  At Bentley University, we are nationally known for excellence in financial education, focusing on the applied business skills that will translate back into your world. 

This newly designed two-day program will provide the knowledge you need in a way that is unique and active with applicable tools and techniques for use in both your business and personal life.  In this program you will:


  • Explore the ways in which finance matters and the impacts that global and economic trends may have on your business.
  • Gain an understanding of income statements, balance sheets and cash flow and learn how they connect and provide information to evaluate your company and industry against competitors
  • Learn the basic skills involved with managerial accounting – budgeting, cash cycle, sources of capital and planning techniques
  • Understand the time value of money in a way that will make this concept clear for corporate as well as personal application.
  • Evaluate investments using Net Present Value (NPV) and Internal Rate of Return (IRR)
  • Spend time in our Financial Trading Room working on an engaging simulation to put all of this to use.

Who Attends

This program is designed for management professionals from business disciplines including but not limited to IT, Sales, Project Managment, Operations, Marketing, Human Resources. It is perfect for those desiring enhanced career opportunities, rising high potential professionals, managers now charged with profit and loss responsibilities for their unit, and all who wish to understand the important topics related to finance and investments.


Learn the Laungage of Accounting & Finance

  • Understand the use of Accruals,
  • Learn how costs are categorized & allocated throughout an organization

Understand & Analyze Financial Statements

  • Understand how to read Income Statements, Balance Sheets & Statements of Cash Flows
  • Gain perspective on how to use these statements to assess firm profitabiltiy, efficiecy, solvency & market value

Sources of Captial

  • Explore the different methods of infusing capital into an organization: common stock, preffered stock & debt

Cost Center Budgeting Tactics:

  • Learn a variety of approaches to developing cost center/department/corporate budgets and determine which methodology is appropriate in your professional role.

Time Value of Money

  • Gain understanding of the “Time Value of Money” concept through lecture and completion of hands-on exercises.

Capital Budgeting Process

  • Defining the process by which companies analyze and decide on long term invesments

Value Creation:

  • Gain an appreciation for how companies create value for their shareholders.

Financial Markets

  • Learn how political/ economic factors impact the financial markets, and firm value
  • Apply financial market understanding through trading simulation exercises in our state o the art Trading room


Finance for Non-Financial Managers Program Faculty

Steve Wasserman, MBA  is a Lecturer in the Finance Department at Bentley University.  He began teaching at Bentley as an Adjunct  Lecturer in 2012.   In addition to teaching, Steve is a consulting CFO to venture backed companies. 

Steve has more than 30 years of experience managing corporate finance, accounting, financial planning and analysis, investor relations, legal, and human resources. He has worked in both public and private corporations and has significant Wall Street experience raising equity capital, raising debt capital, transacting mergers and acquisitions, and managing relationships with investors, investment bankers, rating agencies, and commercial banks. Steve has previously served as CFO for technology-focused companies including  InfoBionic, Inc; AppNeta, Inc.; Memento, Inc.; Constant Contact, Inc. (NASDAQ:CTCT); Med-i-Bank Inc.; and ON Technology Corporation (NASDAQ:ONTC).

Steve has a BBA degree from the University of Michigan and an MBA degree from Babson College.



Amy Whittaker, MSF  is the Managing Director of Bentley University’s Hughey Center for Financial Services, where she is responsible for the strategic vision and senior management of Bentley’s world class Research Center and Trading Room. Amy serves as the Chair of the Hughey Center Advisory Board, an executive committee comprised of leading industry practitioners and Bentley professors.

Prior to joining Bentley, Amy spent 20 years at State Street Corporation, where she was involved in multiple aspects of the global financial markets, including Institutional Relationship Management, FX Sales and Trading, Risk Management, Corporate Governance and e-exchange.  Amy worked at McGraw Hill’s Washington, DC Office from 1990 – 1993 where she played a critical role in assisting with corporate lobbying efforts.  She is actively involved in community outreach and is currently spearheading the development of strategic global partnerships in order to further develop financial thought leadership programs for faculty, students and industry practitioners.  As a notable figure in the space of leveraging synergies between academia, technology and business, Amy has spoken at a number of industry conferences including “Bloomberg for Education” in London and San Francisco.  Amy received her BS in Economics from the University of Massachusetts and her Masters of Science in Finance from Bentley University. 

Days, Time & Registration

2 Day Program    

Session Times : 8:30 am - 4:30 pm
Dates offered: January 10-11, 2019
Cost:  $1950

Register 30 days prior to session start date to receive an early registration discount of 10%

The pace of change in today’s business environment requires that working professionals continually enhance critical management skills to creatively improve business performance in all areas.  With state-of-the-art technology and highly accomplished faculty who have real-world experience, Bentley University is fully engaged in the world of business practice.

Want more information or need help deciding if this is for you? Call us at 781.891.3458 or download brochure below.

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