Upcoming sessions
Winter session (In-person)
| Date(s) | February 25, 2026 |
| Time | 8:30am - 4:30pm |
| Format | In-person |
| Location | James W. Burns Executive Education Centre |
| Cost | $965 +GST |
Registration and fees
For this session, program fees cover all materials, breakfast, and lunch. Materials will be provided at the start of the program unless otherwise noted. For any questions, please contact our team or visit our FAQ page.
Winter session (Online)
| Date(s) | March 23 & 25, 2026 |
| Time | 9:00am - 12:00pm |
| Format | Online |
| Cost | $965 +GST |
Registration and fees
For this session, program fees cover all materials. Materials will be provided at the start of the program unless otherwise noted. For any questions, please contact our team or visit our FAQ page.
Overview and impact
Strong financial understanding is an essential skill in every leader’s toolkit. The Fundamentals of Finance and Accounting for the Non-Financial Manager translates key financial concepts into clear, practical knowledge you can use right away—helping you understand performance metrics, evaluate opportunities, and contribute confidently to financial discussions and decisions.
The Fundamentals of Finance and Accounting for the Non-Financial Manager is a one-day program designed to equip you with essential financial knowledge and skills to make informed decisions and drive success.
This program explores the strategic importance of financial performance measures, budgeting processes, and the impact of financial considerations on decisions related to investment, hiring, and expansion. Participants will learn how to interpret key financial statements, while mastering fundamental financial analysis techniques. By the end of the program, you will have the confidence to engage in financial discussions, assess the financial health of your organization, and apply financial insights to real-world operating decisions.
Prior to the session, you are encouraged to review recent financial reports and bring an example of a decision shaped by financial considerations from your own organization. This hands-on approach ensures a direct connection between program concepts and challenges you may face in your role.
At the conclusion of the program, you will receive a Certificate of Completion from the I.H. Asper School of Business’ James W. Burns Executive Education Centre.
Learning outcomes
Through this program, you will understand:
- How to interpret a Balance Sheet, Statement of Income and Statement of Cash Flows
- How to perform basic financial analysis of financial statements
- Understand the concepts of performance measures and their roles from a strategic and operational perspective
- How financial decisions are made for investing, expanding headcount, and other purposes
- Be aware of the budgeting process and its impact on the organization’s strategy
Participant profile
Professionals in leadership or management roles who are looking to improve their financial literacy to drive better business outcomes.
Instructor
Wendy Schultz, PhD, CPA, CA
Financial Counsellor
Max Rady College of Medicine, University of Manitoba
Biography
Wendy is a Financial Counsellor at the Max Rady College of Medicine where she provides financial education and advice to undergraduate medical students, resident doctors in the Postgraduate Medical Education program, and students in the Master of Physician Assistant Studies program. She holds a PhD in Financial Accounting from the Smith School of Business at Queen’s University, a Bachelor of Commerce (Hons) degree from the University of Manitoba, and is a Chartered Professional Accountant (CPA, CA).
Wendy was previously an Assistant Professor of Accounting at the Asper School of Business and has taught introductory to advanced financial accounting, management and cost accounting, auditing, and taxation courses in the BComm program. Prior to starting her academic career, Wendy worked in public accounting.
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James W. Burns Executive Education Centre
2nd floor
177 Lombard Avenue
Winnipeg, Manitoba R3B 0W5