Budgeting, Reporting and Decision Making for Non-Financial Managers

1 Day
Nottingham 2nd Apr 2025
10th Apr 2025

Course Overview

This budgeting, reporting and decision making course is designed for all levels of non-finance managers, from the new starters to the experienced manager, looking for hints and tips to hone existing skills. The modern business environment is fast paced and built around numbers, demanding that people are able to analyse situations, make sound decisions and report concisely and accurately. Many managers face the need to work and re-work forecasts and budgets regularly, meaning that they need to be efficient and sure footed in this area. The emphasis of this one day course is on pragmatic tools and techniques to enhance budgeting, reporting and decision making abilities, to ease the workload.

This course suits

Any non-finance manager, supervisor or professional who is responsible for forecasting, budgeting, controlling, reporting and making decisions with a finance oriented aspect.  Each manager will benefit from discovering or refreshing skills that are vital in today’s working environment. With the challenges of operating in turbulent business environments, making the right decisions has never been more important.

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Here is a selection of courses that we think you might also be interested in.

Finance – Jargon Demystified - 2 Hour Virtual Training Masterclass
Finance – Understanding the Management Accounting Package - 2 Hour Virtual Training Masterclass
More Advanced Finance for Non-Finance Managers
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Timetable

Introduction

09:30

09:45

Coffee and course objectives

Finance First Principles

09:45

11:00

The rationale for financial control, financial v management accounts, operating v capital expenses, the Balance Sheet, the Profit and Loss Account, the Cash Flow Statement, key financial rations and key finance terminology

Break 1

11:00

11:15

 

Decision Making

11:15

12:30

Decision trade-offs, different types of problems, the SCAR framework for dealing with problems, empirical evidence, data based investigation, quantitative and qualitative data, inductive and deductive logic, Expected Monetary Value, chain linked problems and calculating opportunity cost

Lunch

12:30

13:30

 

Forecasting and Budgeting

13:30

14:45

Expert judgment, quantitative forecasting, straight line forecasting, moving average forecasts, capacity forecasting, range forecasting and budgeting

Break 2

14:45

15:00

 

Controlling and Reporting

15:00

16:30

The Plan-Do-Check-Act cycle, the art of controlling, typical planning and control tasks, key considerations in planning and control systems, interactions with supply and demand, resource loading, types of report, full v exceptional reporting and summary reporting


 

Benefits

  • Explain the difference between financial and management accounts
  • Recognise the key financial reports and key financial terms/ratios
  • Describe how to produce forecasts and  budgets
  • Discuss how to control performance and produce reports
  • Assess and apply different methods of decision making
In-Person Training
Live Virtual Training
Book your place on one of our scheduled courses...
2nd Apr 2025
Nottingham
£480.00
4th Apr 2025
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10th Apr 2025
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15th Apr 2025
London
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18th Apr 2025
Bristol (Clifton)
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25th Apr 2025
Manchester
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30th Apr 2025
Edinburgh
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2nd May 2025
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13th May 2025
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London
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23rd May 2025
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Manchester
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29th May 2025
Edinburgh
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6th Jun 2025
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Birmingham
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London
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Birmingham
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Leeds
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Manchester
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Edinburgh
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London
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Birmingham
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30th Sep 2025
Edinburgh
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Nottingham
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10th Oct 2025
Birmingham
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14th Oct 2025
Leeds
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17th Oct 2025
Bristol (Clifton)
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17th Oct 2025
London
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27th Oct 2025
Edinburgh
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29th Oct 2025
Manchester
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11th Nov 2025
London
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Leeds
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Leeds
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Edinburgh
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17th Dec 2025
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18th Dec 2025
Bristol (Clifton)
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30th Dec 2025
Birmingham
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...or create a training session that suits you using one of the options below.
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1-5 delegates £1,200.00
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10th Apr 2025
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...or create a training session that suits you using one of the options below.
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