Re-imagine Finance & Accounting Made Simple. Three Webinars in one

Learn valuable insights and strategies from industry experts.

  • Expert-led Training
  • Industry Best Practices
  • Practical Implementation
  • Real-world Scenarios
Banking and Finance Webinar Image
Date
15 December, 2025 (Monday)
Time
12:00 PM PDT | 03:00 PM EDT
Duration
90 Minutes

Overview

Non-financial professionals who manage resources need to read and analyze financial statements. This 90-minute finance and accounting webinar for non-financial managers combines three related courses into one session.

The first part shows how transactions become statements, with exercises on debits and credits, double-entry accounting and cash versus accrual accounting. The second covers the balance sheet, income statement and cash flow statement, including positive signs and red flags. The third explains five categories of key ratios, how to calculate them from the statements and how to use them in business decisions.

Along the way, common myths about accounting are cleared up with simple, practical tools.

Area Covered

Making financial statements

  • How financial transactions connect to the balance sheet, income statement and cash flow statement
  • The basic framework, concepts and principles used to transform transactions
  • The simple meaning of finance and accounting, and cash vs. accrual accounting
  • Six generic types of transactions in every company
  • Debits and credits, with exercises using sample accounts and transactions
  • Double-entry accounting and why it is key to accuracy
  • Comparing business and personal financial statements

Understanding and analyzing financial statements

  • Components of each statement, using sample statements
  • Key positive elements and red flags
  • Using statements as the basis for business decisions

Key business ratios

  • Five categories of key ratios
  • Calculating ratios from their source statements
  • Using ratios to make financial decisions

Why Should You Attend

Doubt about accounting often keeps managers from using financial information to control the resources they are responsible for. This session replaces that uncertainty with straightforward tools you can apply, reinforced with attendee exercises.

It is aimed mainly at non-financial professionals who manage and control resources, and it also works as a refresher for financial professionals.

Who Will Benefit?

  • This Webinar is primarily designed for all Non-Financial Professionals who have the management and control of resources
  • Financial professionals can also benefit as a refresher
  • The primary focus is on Non-Financial Professionals
  • It is Accounting 101 made simple!!

Speaker

Carl Young is an Author, Speaker, Trainer, Consultant, and Coach. He holds a MBA and completed graduate studies in Accounting and Taxation. He is a former CFO of a 275M, high growth technology based company. He has over 25 years of senior level business management experience. In addition, he has over 25 years of training experience in finance, accounting and business management. Former CEO of his own small parts manufacturing company as well as former Senior Financial Associate of major consulting firm. Carl is a member of the following organizations: American Society of Corporate Controllers, Council of Experts (investment firm Gersen & Lehrman), Society of Industry Leaders (sponsored by Standard & Poors), and the National Association of Accountants. An engaging and entertaining speaker and trainer who draws from his experience as a former CFO to make relevant teaching points. Sessions are rich in content, lively, full of energy and include plenty of audience interaction. He has branded himself as Mr. Simplicity! His goal is to make finance and accounting relevant to non-financial professionals using tools and techniques that are simple to understand and apply.

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