The Walker Group

Shaping Business Strategy 5: Conduct financial analysis and planning

Analyze and interpret financial information to help formulate future objectives and plans

On-the-Job

Analyze your company's annual report Take a temporary assignment in a planning group in the financial organization Take part in the strategic planning process to understand the development and use of long-term financial analysis Participate in financial analysis of proposed acquisition and develop pro forma balance sheet and income statement Study the company's financial control system Take responsibility for department/functional budgeting process

Education and Training

  • Finance and Accounting for Non-Financial Managers
       ---American Management Association, 3 days, $1395 (518-891-1500) - Also in Interactive CD- ROM ($295) and Self-Study Course ($150)
       ---CareerTrack, Video, $250 (800-334-1015)
       ---Fred Moore, Video, 3 volumes, $250 (800-305-9004)
       ---Fred Pryor, Video, $200 (800-255-6139)
       ---Kantola Productions, Video, $189, (415-381-9363)
       ---Wide Multimedia Limited, CD-ROM, US$380 (UK 44-0-171-253-1544, www.wide.co.uk)
       ---Columbia University, 1 week, $4500 (212-854-3395)
       ---Cornell University, 1 week, $4300 (607-255-4251)
       ---New York University - Stern Schoool, 1 week, $4250 (1-888-NYU-EXEC)
       ---Rutgers University, 1 day, $295 (908-932-5526)
       ---UCLA, 1 week, $4750 (310-825-2001)
       ---University of Chicago, 1 week, $4650 (312-464-8732)
       ---University of Michigan, 1 week, $4400 (313-763-1000). Also offered in Hong Kong, Bangalore and Taipei, $3500
       ---University of Texas, 3 days, $1350 (512-471-5893)
       ---University of Virginia, 1 week, $5300 (804-924-3000)
       ---The Wharton School, 1 week, $6250; Video and Study Guide, $495 (215-898-1776)
  • Creating Value through Corporate Financial Management (University of Chicago, 312-464-8732, 1 week, $4650)
  • Financial Analysis for Strategic Management (Penn State University, 814-865-3435, 2 weeks, $6900)
  • Financial Management Program (Stanford University, 650-723-3341 ext. 20,2 weeks, $11,500)
  • Corporate Financial Management (University of Michigan, 313-763-1000, 1 week, $4850)
  • Performance-Based Pricing: The Key to Profitable Growth (UCLA, 310-825-2001)
  • Creating Value through Financial Management (The Wharton School, 212-898-1776, $5950)
  • Corporate Financial Strategy in Global Markets (INSEAD, 33-1-6974-5513, 3 weeks in 1 week modules, FF 68.000)
  • Analyzing Financial Statements (Dun & Bradstreet, 212-692-6605, l day $145)
  • Financial Leadership Conference (Conference Board, 212-339-0345, 2 days, $1425)
  • Principles of Accounting and Finance (American Compensation Association, 602-922-2020, 3 days, $775; Self-Study Video/Workbook, $365)
  • Strategic Management Group - Self-Study Tools (215-387-4000)
       ---Business Planning, $200
       ---Understanding Financial Statements, $100
       ---Financial Learning Systems, $230
  • American Management Association (518-891-1500)
       ---Economic Value Added, 3 days, $1720
       ---Open Book Management: A Partnership between Employees and Employers, 2 days, $1295
       ---Fundamentals of Finance for HR Professionals, 3 days, $1570
       ---How to Read and Interpret Financial Statements, Self-Study, $88
       ---Financial Competence: Financial Statements Made Easy, Self-Study, $117
       ---A Manager's Guide to Financial Analysis, Self-Study, $99

Reading

  • The Link Between Corporate Citizenship and Financial Performance (The Conference Board, 212-339-0345, Report No. 1234, 1999)
  • Measuring Corporate Performance (Harvard Business Review Reprint Series #49516, 617-783-7500)
  • Managing for Profit and Growth (Harvard Business Review REprint Series #49524, 617-783-7500)
  • John Case, Open-Book Management (HarperCollins, 1995)
  • John Case, The Open-Book Experience: Lessons from Over 100 Companies Who Successfully Transformed Themselves (Addison Wesley, 1998)
  • Alan S. Cleland and Albert V. Bruno, The Market Value Process: Bridging Customer and Shareholder Value (Jossey-Bass, 1996)
  • Dwight B. Crane, et al., The Global Financial System (Harvard Business School Press, 1995)
  • Robert Dixon, The McGraw-Hill 36 Hour Accounting Course (McGraw-Hill, 1993)
  • Ralph Estes, Tyranny of the Bottom Line (Berrett-Koehler, 1996)
  • Steven Finkler, Finance and Accounting for Nonfinancial Managers (Prentice Hall, 1996)
  • James O. Gill, Understanding Financial Statements (Crisp Publications, 800-442-7477)
  • James L. Heskett, W. Ear Sasser and Leonard A. Schlesinger, The Service Profit Chain (Free Press, 1997)
  • Tony Hope and Jeremy Hope, Transforming the Bottom Line (Career Press, 1995)
  • Robert S. Kaplan and David P. Norton, The Balanced Scorecard (Harvard Business School Press, 1996)
  • Suk H. Kim and Seung H. Kim, Global Corporate Finance (Blackwell, 1996)
  • Robert W. Kolb and Ricardo J. Rodriguez, Essential Finance Management (Blackwell, 1994)
  • Thomas J. McCoy, Creating an "Open Book" Organization: Where Employees Think and Act Like Business Partners (AMACOM, 1997)
  • Robert Rachlin and Allen Sweeney, Accounting and Financial Fundamentals for Non-Financial Executives (AMACOM, 1996)
  • David Scott et al., Basic Financial Management (Prentice-Hall, 1998)
  • Jac Shim and Joel Siegel, Schaum's Outline of Financial Management (2nd ed.) (McGraw-Hill, 1998)
  • William J. Simon, Beyond the Numbers (Van Nostrand-Reinhold, 1997)
  • Adrian J. Slywotzky and David J. Morrison, The Profit Zone (Times Books, 1998)
  • Adrian Slywotzky and David Morrison, Profit Patterns: 30 Ways to Anticipate and Profit from the Strategic Forces Reshaping Your Business (Random House, 1999)
  • Joel Stern and Donald Chew, Jr. (eds.) The Revolution in Corporate Finance (Blackwell, 1992)

BulletBack to HR Development Action Guide

|| Home || About Us || HR Leadership Consortium || Wharton HRBS ||
|| Leadership Development Process || Development Action Guide || Quick Jump to the Guide || Contact Us ||

Copyrighted ŠThe Walker Group, Inc.
All Rights Reserved