Course has been dis-continued
4 Days
·Cohort-based Course
Course is no longer available
Course has been dis-continued
4 Days
·Cohort-based Course
Course is no longer available
Course overview
Course Overview
Who is this course for
01
Any working professional who wants to integrate better financial thinking into their day-to-day decision-making process
What you’ll get out of this course
Defensible Forecasts and Projections
Analyze a wide range of cost objects (products, projects, customers) at a detail level in terms of income and expenses. This includes common standards used to cost out labor, materials and overhead. Simple examples are used to illustrate all calculations.
This course includes
8 interactive live sessions
Lifetime access to course materials
47 in-depth lessons
Direct access to instructor
Projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Course has been dis-continued
Course syllabus
Week 1
Mar
4
Session 1 - Effective Financial Decision Making
Mar
6
Session 2 - Simple Accounting Lesson linked to the Financial Statements
Post-course
Self-Study Quick Courses to Re-enforce Critical Topics
Case Study Workbooks (Excel)
Critical Concepts to Effective Financial Decision Making
Solid Understanding of Accounting and Financial Statements
Cost Benefit Analysis
Simple and Sound Approaches to Financial Forecasting
Appropriate Structures and Sources for Raising Capital
Practical Approaches to Managing Working Capital
Advanced Topis in Finance
Recap and Case Study Discussion
Mar
11
Session 3 - Cost Benefit Analysis
Mar
13
Session 4 - Financial Forecasting and Budget Formulation
Mar
18
Session 5 - Raising Capital and Optimal Capital Structure
Mar
20
Session 6 - Practical Approaches to Managing Working Capital
Mar
25
Session 7 - Advanced Topics in Finance such as Intellectual Capital and Valuations
Mar
27
Optional: Session 8 - Final Wrap Up and Summary with Case Study Examples
Bonus
Best Practice Articles and Spreadsheets
Meet your instructor
Matt H. Evans
Retired CPA CMA CFM
With 30+ years of experience, I think I have covered just about everything in finance. This includes:
- All aspects of accounting and financial reporting as a Controller and Finance Manager for both small and large companies as well as non-profit organizations
- Leading complicated financial projects such as ERP implementations, multi-million-dollar Cost Benefit Analysis requests, and designing a compliant Earned Value Management System for the Department of Veterans Affairs
- Managing a wide range of analytical type projects such as Balanced Scorecards, Competitive Intelligence initiatives, Strategic Plans and Risk Adjusted Cost Models for large scale IT investments
My educational background includes three professional certifications: Certified Public Accountant, Certified Management Accountant, and Certified in Financial Management.
Advanced education includes Six Sigma Green Belt certification, Dale Carnegie Leadership Program, Executive Education in Finance at the Wharton Business School, and Cost Management Program at J. L. Kellogg Graduate School of Management.
I continue to teach and mentor through organizations such as SCORE – Service Corp of Retired Executives. My teaching background includes webinars, workshops and conference events for George Mason University, Virginia Society of CPA’s and the Alliance of Merger and Acquisition Professionals.
You can learn more about my background per my LinkedIn Page.
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Course has been dis-continued
Course schedule
5 to 6 hours per week
Tuesdays & Thursdays
2:00pm - 3:30pm EST
Core Modules (8 in total) are taught on Tuesday and Thursday. Examples are used throughout the program with extended content and links.
March 4, 2025
90 minutes
Module 1 - Fundamental Concepts with Financial Decision Making such as Gross Margins, Return on Investment, and Adjusting for Risk.
March 6, 2025
90 minutes
Module 2 - Accounting Basics and the Financial Statements. This module walks through a simple startup example, explaining exactly how financial transactions connect to the financial statements
March 11, 2025
90 minutes
Module 3 - Analysis of long term investments using a Cost Benefit approach. Includes measuring Total Cost of Ownership and applying present value concepts
March 13, 2025
90 minutes
Module 4 - Financial forecasting techniques with an emphasis on underlying drivers and "qualitative" analysis, not just number crunching
March 18, 2025
90 minutes
Module 5 - Funding the business and capital formation including sources for startups such as bootstrapping
March 20, 2025
90 minutes
Module 6 - Managing working capital components such as cash and inventory. Includes a discussion of key metrics and formulas.
March 25, 2025
90 minutes
Module 7 - Advanced topics in finance such as private capital valuations, intellectual capital and the application of balanced scorecards.
March 27, 2025
90 minutes
Module 8 - Wrap up session which goes through examples and final discussion of the entire program.
Learning is better with Co-horts
Active hands-on learning
All sessions are live events with active participation by everyone
Case Study Examples
You’ll be learning with simple examples and extended homework assignments
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Frequently Asked Questions
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