Finance Made Easy

A fun and engaging finance ‘refresher’ workshop for non-finance managers
Full day


When it comes to Finance, the consequences of getting it wrong can be devastating and that is why Finance is one of the most important areas of any business or organisation. Is finance given enough attention where you work? The truth is that managers at all levels can make a significant impact on the company’s financial performance and position.

Wouldn’t it be great if more people could contribute and there were lots of people looking out for the company’s finances? What if all managers understood accounts and felt confident when looking at the numbers? What if they were able to improve their commercial acumen and make decisions based on sound financial judgment? What if they cared about improving the finances as much as the Finance Director?

This is what the ‘Finance Made Easy’ workshop sets out to achieve!

What you'll learn

Understanding the Theory

  • Balance Sheets and P&Ls: what are they all about and how do they work?
  • Cash vs Profit: What’s the difference and which is more important?
  • How to write brilliant business cases
  • The two main Pricing Methodologies
  • Budgets and Forecasts: how do they work and the importance of MI
  • How much are problem areas and inefficiencies really costing the business?

Practical application: Things YOU CAN DO to improve the finances

  • Your role and Finance: how do your actions affect the finances?
  • The Finance Function: its role and relationship with your department
  • Six ways to save costs without affecting the customer experience
  • Strategies to deal with Inflation
  • Things managers could do daily, weekly, monthly and yearly to improve the finances

Who is it for?

  • Experienced managers seeking to refresh and update their knowledge on key finance principles
  • New managers that have never been formally trained on the finance aspects of their role

Your facilitator

Naeem Anwar

Fresh-faced out of university, Naeem started work for a top ten accountancy firm back in 2001. A few years later, he qualified as a Chartered Accountant and decided to make the move into industry where he quickly moved up the corporate ladder in various accounting roles across a number of industries.

It has now been over 20 years in the profession and Naeem is still going strong. Having run his own successful accountancy practice, he now offers finance training to non-finance managers. Over the years, Naeem has developed a knack for being able to explain difficult financial concepts in plain English.

When it comes to finance, he understands that not everyone shares the same passion and enthusiasm for looking at the numbers (and spreadsheets)! With this in mind, he puts every effort into making his courses fun and engaging. Attendees leave the training with an increased confidence in their ability to review the figures, a better understanding of the specific subject matter and a sense of enjoyment that came from attending the workshop.


Naeem was personable, professional and very engaging. The course, Finance Made Easy, isn't necessarily everyone's ideal way to spend a day, particularly if like me, you dread anything math's related, however Naeem really did explain things clearly and hold my attention. A really informative, enlightening and enjoyable day.
Informative, enlightening and enjoyable!
Naeem was a great teacher - made a really tricky subject engaging and easy to follow.
Engaging and easy to follow!
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