Objective
The objective of this webinar is to empower non-finance managers by equipping them with practical knowledge and tools to understand, interpret, and utilize financial data confidently. By demystifying financial concepts and focusing on actionable insights, participants will learn how to leverage financial data to make well-informed, strategic decisions that align with their business goals.
Who is it addressed to
Entrepreneurs: Looking to make informed decisions and better manage their financial performance.
Non-Finance Managers: In roles such as operations, marketing, HR, or sales, who need to integrate financial insights into their strategies.
Project Managers: Aiming to optimize project budgets, track performance, and align with organizational goals.
Aspiring Leaders and Solopreneurs: Eager to build financial acumen and drive data-driven business success.
Professionals in Cross-Functional Roles: Seeking to improve collaboration with finance teams and understand the financial impact of their decisions.
Key benefits for participants
- Key Financial Metrics: Learn to identify, interpret, and prioritize the most relevant financial metrics to make informed business decisions.
- Actionable Insights: Understand how to analyse financial data, spot trends, and extract meaningful insights to guide strategy and improve performance.
- Strategic Decision-Making Skills: Develop a clear framework for using financial data to evaluate risks, allocate resources, and drive impactful decisions.
- Collaboration and Communication: Bridge the gap with finance teams by understanding financial concepts and applying them in business discussions.
Speaker
Frederic Verin is a Fractional CFO and two-time startup co-founder with over 22 years of
experience. He specializes in cash flow optimization, fundraising, and finance transformation,
having raised over $120 million across Southeast Asia and helped scale startups to success.
LinkedIn: linkedin.com/in/fredericverin
Website: onwardscapita.com
About Onwards Capita
Onwards enables businesses to make smarter, data-driven decisions with objective financial insights and effective governance frameworks. It helps address immediate challenges, optimize performance, and drive sustainable growth with real-time financial solutions
Proposed Content
1-hour Webinar + 15 min Q&A
Part 1: Understanding Financial Data (30 Minutes)
Key Financial Statements understanding:
- Profit & Loss Statement: How it Reflects Performance.
- Balance Sheet: Understanding Assets, Liabilities, and Equity.
- Cash Flow Statement: The Importance of Cash in Decision-making.
Part 2: Turning Financial Data into Insights (20 Minutes)
· How to Identify Metrics That Matter for Decisions
· How to Measure Success: What It Means and Methodology
· The Difference Between Lagging and Leading Metrics
Part 3: Applying Financial Insights to Strategic Decisions (10 Minutes)
· Strategic Applications of Financial Data (e.g. strategic prioritization)
· Developing a Framework for Decision-Making
Part 4: Q&A (15 Minutes)