Intermediate Financial Management

Date and Time

Tuesday Oct 21, 2025
8:30 AM - 12:00 PM CDT

Time: 8:30 am – 12:00 pm

Dates for Fall 2025:

  • Tuesday, October 21, 2025
  • Tuesday, October 28, 2025
  • Tuesday, November 4, 2025
  • Tuesday, November 11, 2025

Location

HYBRID – Online OR in-person at Grainger Hall, Wisconsin School of Business, UW-Madison

Fees/Admission

$359 for nonprofits, pre-venture (not yet started) businesses, virtual attendees, and those participants from a company of over 500 employees is $359.

Website

https://sbdc.wisc.edu/financial-management/

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Description

NOTE: This course is ideal for participants who have some familiarity with financial statements, but who may have not received formal training in the past. If you are looking for a more beginner course, you may be interested in our Introduction to Financial Management course.

Accounting is the language of business. Being conversant in this language means you have a better ability to proactively plan where your business is going and to work effectively with your accountant, bookkeeper, lenders, and other members of your entrepreneurial advisory team.  We consider business financial education to take place along a spectrum of learning – starting with recordkeeping/bookkeeping (accurately tracking your financial transactions), progressing to accounting (understanding how to read “the numbers,” interpret financial statements, identify trends, etc.), and culminating in financial management (taking an active role in the future planning of the direction of your business). This course focuses primarily on the assessment elements of accounting (understanding your numbers) and financial management (future planning and strategic decision-making).
 

Overview

Created for owners, managers and employees who want to understand and use financial information to make sound business decisions.

If you as an entrepreneur or business manager are looking for the answers and solutions to these sorts of questions and challenges, then this class is for you: (1) How to read and understand financial information, (2) How to analyze financial information to improve business management decisions resulting in business return on investment commensurate with the risks of the business, (3) How to improve and manage profitability using budgets and better manage working capital, (4) How to improve and manage cash flows using budgets.

In this series of four financial management classes, you will learn how to set up financial records, how to use and analyze financial statements to make decisions, how to create budgets to for profitability and how to manage cash flow.

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