Financial Intelligence for Entrepreneurs and Directors

Financial Intelligence for Entrepreneurs and Directors
Executive Finance aims to transform the traditional finance and accounting function and those who work inside this function with a fundamental belief that the finance function of any organization can do MORE. More to move beyond just keeping the books. More to deliver greater business analysis and insight. The courses are designed to help you grow in your career from the proverbial cubicle to the corner office by curating the best of the best ideas that's been researched, heard about from others, and most importantly practiced and tried.


Great entrepreneurs, executives and directors know when they are talking dollars, they are making sense. When they look at a set of financial statement, they can immediately evaluate performance, identify issues, and probe for insight. Whether they are in the boardroom, a conference, or a meeting for dinner, they are comfortable talking about the numbers to raise money, negotiate deals, or make investment decisions. Financial intelligence gives these senior people their swagger.

This course is uniquely designed to show you how seasoned executives act and sound like financial experts without dwelling on the details of how one prepares financial reports and analysis. The emphasis of this course is on the users of financial information and serving their needs to make better decisions.

In this course, you will learn to look at financial statements through the eyes of a seasoned executive. You will learn how to probe into issues of performance and identify root cause. You will learn to rise above the preparation aspects of accounting and finance that bog down many new financial professionals and scare most non-financial professionals. The insights will help you negotiate your next financing or make your next investment decision. Regardless of whether you have a financial background or not, you will benefit from taking this course to hone your financial intelligence.

Upon completion of this course, the learner will be able to

  • Identify the users and their needs
  • Recognize the importance of accounting processes, systems, and internal controls
  • Analyze financial statements to evaluate performance, financial strength, and cash flow generation
  • Evaluate variances and root cause of performance
  • Assess costing analysis and decisions of operating leverage
  • Make investment decisions and critically analyze forecast 


  • New financial professionals that have yet to develop the skills beyond preparing financial reports and analysis
  • Non-financial entrepreneurs, executives, and directors seeking to develop financial acumen

Course Leader/s
Blair Cook, CPA, CA, CPA (Ill 
), MBA

Jennifer Nicholson, CPA, CA

½ Passport Day - 4 PD Hours

4/1/2021 1:00 AM - 3/31/2022 11:59 PM