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BPI-Finance Training for Sales



Training: Finance for Non-Financial Managers

An investment in knowledge pays the best interest
— Benjamin Franklin

Overview /        Foundations

The financial health of a company is critical for a variety of dimensions. Strength financially creates more strategic options for a company. Investments in new programs, initiatives, and people can be made. Individually, we benefit through salaries and bonuses, and fulfillment through professional advancement.

Our purpose for this workshop is to:

  • Create a foundation of the finance building blocks and common language.
  • Illustrate the key business actions and decisions which create value (profit and cash flow)
  • Reflect on content, discussion, and activities to add key perspectives to core responsibilities

Here are 5 articles that create a foundation for Financial Management - you may review prior to the workshop and/or refer to after:

Workshop Agenda


Wednesday, January 17, 2018
Holiday Inn                                              800 S Illinois Rte 31                              Crystal Lake, IL 60014


  • Introductions
  • Activity 1: Planning and Execution
  • Financial Definitions/Metrics
  • Activity 2: $ Financial Jeopardy
  • Financial Management at BPI
  • Activity 3: BPI's Financial Levers and Your Impact
  • Lunch/Break


  • After Lunch Spark
  • Activity 4: $$ Financial Jeopardy
  • Financial Forecasting
  • Activity 5: Scenario Discussion
  • Finance Treasure Chest (Closing Topics)
  • Activity 6: Final Financial Jeopardy
  • Wrap-up

Workshop Materials

1. Session Presentation

  • To be posted

      2. Activity Documents

      • Coming soon