Financial Fluency for the Non-Financial Manager COHORT

The Family Business Center presents "Financial Fluency for the Non-Financial Manager," a comprehensive monthly learning cohort designed to build essential financial acumen for leaders across all levels of family businesses and organizations.

Schedule & Format

• Duration: 6-month cohort program
• Frequency: Monthly sessions on the first Wednesday of each month
• Dates: November 2025 - April 2026
• Time: 8:30 AM - 12:30 PM (4 hours per session)
• Format: Interactive learning sessions with expert presentations

This program is specifically designed for:

• Non-financial executives and management professionals
• Next generation leaders (non-family members)
• Next generation family members preparing for leadership roles
• High potential performers preparing for management responsibilities

Learning Objectives

Attendees will gain practical, hands-on learning of the fundamentals of finance and accounting in their business. This program is specifically designed to demystify the numbers and demonstrate how every employee can impact company performance.

During each 4-hour session, professional advisors will present the elements and details they expect attendees to use in their daily roles. Each session includes a dedicated case study component that allows participants to apply what they have learned in a 100% interactive format, ensuring practical understanding and real-world application.

Session Topics

• Session 1: Introduction to Financial Statements / Construction of Financial Statements & Dynamic Budgets
• Session 2: Financial Statements as a Management tool
• Session3: Evaluating Segment Profitability / Customer Profit Analysis
• Session4: How to Talk to Your Bank / Long Term Financing
• Session 5: Business Valuations / Capitol Structuring
• Session 6: Program Refresher

Each monthly session features one or more of our professional advisors presenting on their area of expertise, combining theoretical knowledge with practical applications relevant to family businesses and growing organizations. Important: Registrants are strongly encouraged to attend all 6 sessions, as the information will build progressively throughout the cohort program. Each session builds upon previous learning to create a comprehensive understanding of financial management principles.

This cohort provides non-financial managers with the financial literacy needed to excel in leadership roles, make informed business decisions, and contribute meaningfully to strategic planning and organizational growth within family business environments.

NON-SOLICITATION POLICY

I understand that this is an educational forum and a non-commercial networking environment. I will not solicit potential clients at this event, nor will I distribute any promotional materials unless I am the event sponsor.

CONFIDENTIALITY

I agree to keep confidential any identifiable information disclosed, discussed, and/or provided at any of the FBCs programs, without the prior written consent of the FBCs Director and the member who is the subject of the information.

RIGHT TO USE OF IMAGE

I hereby grant to the University of Louisville Family Business Center the right and unrestricted permission to use my name, likeness, image, voice, and/or appearance as such may be embodied in any photos, video recordings, audiotapes, digital images, and the like, taken or made on behalf of the Family Business Center and its partners.