Upcoming sessions
Spring session
| Date(s) | June 11, 2025 |
| Time | 8:30am - 4:30 pm |
| Format | In-Person |
| Location | James W. Burns Executive Education Centre |
| Cost | $965 +GST |
Fall session
| Date(s) | October 16, 2025 |
| Time | 8:30am - 4:30 pm |
| Format | In-Person |
| Location | James W. Burns Executive Education Centre |
| Cost | $965 +GST |
Overview and impact
Master the tools for making informed financial decisions. Increase your leadership effectiveness with a better understanding of the fundamentals of finance and accounting and how it affects your organization. Become more confident discussing and making financial decisions.
You will gain an understanding of how to interpret financial information, master the tools for making informed financial decisions, and how financial considerations influence real-life operating decisions. It is important that participants are prepared for the session.
Before the session, participants should acquire and briefly review their organization’s most recent annual report and, if applicable, recent financial information for their operating unit. They should also bring to class an example of a recent operating decision where financial considerations played a role. This could include the decision to acquire resources (eg., hire more people, purchase equipment) or any other decision where finances were considered.
At the conclusion of the program, you will receive a Certificate of Completion from the I.H. Asper School of Business’ James W. Burns Executive Education Centre.
Learning outcomes
Through this program, you will understand:
- How to interpret a Balance Sheet, Statement of Income and Statement of Cash Flows
- How to perform basic financial analysis of financial statements
- Understand the concepts of performance measures and their roles from a strategic and operational perspective
- How financial decisions are made for investing, expanding headcount, and other purposes
- Be aware of the budgeting process and its impact on the organization’s strategy
Participant profile
This program is ideal for non-financial managers and executives who want to improve their ability to work with financial and accounting information and improve their decision-making skills.
Instructor
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Wendy Schultz, PhD, CPA, CA, Max Rady College of Medicine, University of Manitoba
Wendy is a Financial Counsellor at the Max Rady College of Medicine where she provides financial education and advice to undergraduate medical students, resident doctors in the Postgraduate Medical Education program, and students in the Master of Physician Assistant Studies program. She holds a PhD in Financial Accounting from the Smith School of Business at Queen’s University, a Bachelor of Commerce (Hons) degree from the University of Manitoba, and is a Chartered Professional Accountant (CPA, CA).
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Wendy was previously an Assistant Professor of Accounting at the Asper School of Business and has taught introductory to advanced financial accounting, management and cost accounting, auditing, and taxation courses in the BComm program. Prior to starting her academic career, Wendy worked in public accounting.
Discover more
Contact us
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James W. Burns Executive Education Centre
2nd floor
177 Lombard Avenue
Winnipeg, Manitoba R3B 0W5
204-946-0232
204-946-0262