Executive Education
Financial Intelligence: Fundamentals for Non-Finance Leaders

student at whiteboard

As the global business landscape shifts and changes, the most successful businesses have something in common: they all prioritize financial fluency.

Understanding your company's financial picture helps you make faster and better decisions, help prioritize requests for needs and wants, and facilitates collaboration and innovation across all departments. Finance is an integral part of any organization, so leaders aspiring for senior positions should make sure to stay on top of their company's financial situation. It could be the key to steering your business to success.

In this 2-day program, you will broaden your perspective so you can use financial concepts/principles to proactively lead and be more agile as business conditions change. At the conclusion of the program, you’ll be able to:

  • Understand how finance creates and tracks value
  • Interpret the 3 financial statements (and key accounts) from a managerial point of view
  • Use an objective financial framework (i.e. NPV) for better decision making
  • Optimize working capital to improve your company’s cashflow
  • Budget and forecast using "best in class" processes
  • Understand how budgets and forecasts form the drumbeat for many company activities
  • Understand how finance uses leading KPIs (Key Performance Indicators) to steer business and manage risks/opportunities
  • Value for Individual
    • Gain practical knowledge to analyze and discuss the financial implications of operations, marketing, sales, product development, research & development, etc. to key decision-makers

    • Gain clear insight into ways your decisions can influence company performance and value

    • Review an organization’s annual reports and statements to assess a firm's future prospects and value to determine risk

    • Feel more confident understanding financial statements and leveraging your knowledge for your own investments

  • Value for Company
    • Your leaders will understand the language around cash flow and value as well as how to analyze corporate financial statements to manage your organization’s financial health

    • Your leaders will better understand and know how to calculate financial risks tied to their decision-making

    • Your leaders will understand a firm’s financing options (equity, loans, and short-term credit) and what these options mean for the value of the firm

    • Your leaders will learn how to assess division-level revenues, expenses and profitability over a period of time for to support project selection or elimination

Program Details

Delivery Method Two full days, on campus
Program dates

Spring 2023: May 17-18, 2023

Program Schedule

Information Sessions TBD

$2,350 per participant (does not include overnight accommodations) 

Promotions and Available Discounts

  • Register by April 17, use promo code EARLYBIRD23FIN for $100 off.
  • Discounts are available for Ohio State University employees, OSUWMC employees, Veterans, employees from non-profit organizations and organizations who send 3 or more employees.  For more information about discounts please contact Meredith Conder at conder.11@osu.edu.
Prospective Participant Profile

This program is valuable for ...

  • Professionals and executives in operations, sales, marketing, IT, facilities, HR or administration

  • Mid-level or senior managers from any functional area with budget or operational decision-making responsibility line

Registration Deadline Wednesday, May 3, 2023


Our Faculty

  • Open/Close Chad Zipfel, Senior Lecturer of Finance

    Chad Zipfel joined the full-time faculty at the Fisher College of Business after more than a decade in progressive Finance leadership positions. Prior to his appointment at Ohio State, Chad led the turnaround of The Oneida Group out of bankruptcy: rebuilding a new Finance organization, reducing inventory, enacting price increases, and refinancing the Company’s capital structure. Prior to that, Chad delivered top-rated results at L Brands and Procter & Gamble in diverse capacities and locations: ranging from FP&A, Corporate Finance, M&A, Innovation, Sales, and Supply Chain.

    During his time at Ohio State, Professor Zipfel has made an impact across a variety of Finance courses, emphasizing experiential learning and practical application in multiple industry settings. Chad consistently delivers new and innovative trainings for the Executive Education program, while also redesigning/creating new courses; leading to recognition from the Michael V. Drake Institute for Teaching and Learning. Chad has also been the recipient of teaching awards while at The Ohio State University, including the Max M. Fisher Faculty Eminence Award (selected as the top faculty by graduating Seniors), 2022 Exec MBA Excellence in Teaching Award, and Faculty of the Year by various Fisher Student Organizations.

    Outside of teaching, Chad stays engaged in the business world through a variety of means. He is the active founder of F.A.S.T. Consulting LLC: specializing in Finance and Strategy transformations as a fractional CFO for small/mid-cap companies. He is currently CFO of Jendco Safety Supply and sits on the Board of a VC-backed start-up while continuing to be active in the non-profit space with numerous Board positions.

Cancellation and Transfer Policy

  • Open/Close Cancellation and Transfer Policy

    All cancellations and transfers must be received in writing. Submit your request via email to Jennie McAndrew at mcandrew.28@osu.edu with the name of the program, followed by “cancellation” or “transfer” in the subject line.

    • Cancellations must be made at least thirty (30) days prior to the first day of the program in order to be eligible for a full refund.
    • Cancellations must be made at least fourteen (14) days prior to the first day of the program in order to be eligible for a 50% refund.
    • Any cancellations made less than fourteen (14) days prior to the first day of the program will forfeit the registration fee.
    • If you for any reason are unable to attend the program, please consider sending someone in your place. Participants can transfer their registration to someone else within their organization at no charge up to 24 hours before the first day of the program.
Contact Us

Jennie McAndrew
Education Program Senior Specialist, Executive Education