A sound business budget can help you effectively manage resources as your organization changes and grows. This course covers the construction of purchase budgets, production budgets, hiring budgets, overhead budgets, and cash budgets.

I also show business owners, managers, and their staff how to use Excel to design, create, and maintain robust business budgets, as well as how to forecast income and expenses based on various scenarios. You will also learn how to collate inputs from various sources to create structured Excel input sheets, visualize your projected results, prepare summary reports, and more.

For many of us who are not financial professionals, worrying about money and saving for the future can be a chore. In this course, I show you how opportunities arise when you change your attitude towards money. I walk you through the basics of money, personal finance—earning, spending, saving, and investing—with an eye for finding opportunities to enrich your life.

I address such questions as: How can you earn more? What are the different types of income? How can you use different tools for planning and goal setting? How do you budget? What is the value of money and what are the smartest approaches for savings and investing? All of this and more is covered in this beginner’s course in personal finance.

Estimating future financial performance plays a big part in the life of start-ups and corporations large and small. By looking ahead, companies can proactively manage changes. Start-ups can use projections to build business plans and raise capital.

This course is about making those financial projections: not by predicting the future, but by learning from past performance. I share the techniques used by financial planning professionals to build robust financial projections using Microsoft Excel. I show you how to combine two approaches—bottom up and top down—into a well-rounded projection that will help you analyze revenue and expenses, anticipate changes, and incorporate company goals in a realistic picture of your company’s future.

In this course, I show you how to establish and articulate your organization’s core competencies, vision, mission, and strategic filters. Using these criteria, I show you how to prioritize competing initiatives, how to allocate resources to best support those initiatives, and how all these factors combine to create a compelling strategic plan.

I reveal how to implement a strategic planning process in your organization—a process that can be repeated yearly and ensures you get input from all relevant stakeholders.

Even if you’re not in a financial role, you may be a CEO, entrepreneur, engineer, or a salesperson who deals with numbers every day. Having such knowledge will empower you to thrive and succeed.

In this course, I help you develop the financial acumen necessary to interpret financial reports and make decisions based on available data provided by the financial department, manage inventory and receivables, create an accurate budget, and cost a product or service. Plus, learn how to analyze your financial statements using ratios.