Workshop:  Thornhill, ON ~ September 17, 2013

A simple and fresh perspective that will revolutionize your approach to Finance!

A Workshop by James Phillipson


Finance for the non-financial Executive

You will discover answers to:

  • When a financial issue in a business is being discussed, do you wish that you really understood what they are talking about?
  • Do you quickly steer away from the subject out of embarrassment?
  • Would you like to connect with others at an even deeper level by having a basic and sensible financial discussion with them?
  • Would you like to have an ability to understand financial statements?
  • Simple tools that will increase your effectiveness in the Finance area

Selected learning:

  • The Balance Sheet – what it tells you
  • The Earnings Statement – we made a profit….now what? Is that good?
  • Cash Flow:
    1. Why it is critical
    2. How to manage it
    3. Receivables, Payables and Inventory
  • The difference between accounting and financial reporting
  • Ratios and Key Performance Indicators
  • Budgets – why and how
  • Risk
  • 8 obstacles to business growth
  • How to grow a business
  • And more…..


  • Come with an open mind

Details and Duration

A four hour interactive session ~  9/17/2013.

Learn about basic financial concepts and issues that drive the financial success of a business.

This workshop will provide you with the comfort that you need in the finance area; that most CEOs know is the driving force behind the success and growth (or not) of their business.


  • Tuesday September 17, 2013


  • 7:45am coffee
  • 8:00am – 12:00pm Session


  • Thornhill Golf and Country Club, Southview Room (directions and confirmation details to follow upon registration)



  • $50+HST  via PayPal (includes coffee/muffins/refreshments at the Club)


To Register for this Workshop: please contact Karen: [email protected]


We can customize our Finance training sessions to be held at your place of business too.

Please let us know if you are interested in on-site learning:  [email protected]