Training: Finance without stress
Stress-Free Finance – For Managers Who Are Not Finance Specialists
What is a margin, the difference between a balance sheet and a profit and loss statement, why do we need a budget, and why controlling is important? You'll learn basic financial concepts, how to read financial reports, understand budgets and indicators, and make better business decisions. No complicated theory—just practical tools you can immediately use in your work. After the training, you'll know how to control costs, assess project profitability, and confidently communicate with the finance department and your boss.
Duration
2 days
Mode
online/offline
Language
PL/EN
Price per group
4000 EUR
For whom?
The workshops are aimed at boards, directors, managers, team leaders and specialists who:
Want to better understand basic financial concepts and reports
Are responsible for budgets, costs and profitability of projects
Need practical tools to make better business decisions.
Want to talk more freely about finances with the finance department and their superiors
Strive for better cost control and more effective evaluation of financial results
Why is it worth it?
You will learn to move freely in the world of finance
Understand basic concepts, reports, budgets and key metrics.
You will learn the tools
that will help you assess the financial situation of your company, predict risks and make the right business decisions.
You will better understand the impact
your team's actions on the financial results of the entire organization.
You will gain confidence in conversations
with the finance department and management – without the need for specialist accounting knowledge.
Training program
1
What is a financial statement and how to read it?
You'll learn what a balance sheet, profit and loss statement, and cash flow statement are—and how to read them. You'll also learn basic concepts like CAPEX and OPEX, profit, and expert opinion.
2
Revenue analysis
You'll learn where your company's revenue comes from and how to assess which sources are stable and profitable. You'll be able to analyze changes in sales, recognize seasonality, and respond to declines or increases with greater confidence.
3
Cost analysis
You'll discover simple ways to see where money is going in your company. You'll learn to distinguish between fixed and variable costs, assess which activities are profitable and which generate unnecessary expenses—without delving into complicated spreadsheets.
4
Analysis of the company's financial situation
You'll learn to look at a company through the lens of numbers. You'll learn how to interpret financial data to determine whether an organization is operating stably, experiencing liquidity issues, debt, or has room for investment. You'll understand the risks that can threaten results—both internal and external. We'll also show you how to predict the future based on market data, industry trends, and the company's past performance.
5
Budgeting
You'll discover a simple and effective way to budget. You'll learn how to plan your expenses, monitor budget implementation, and make informed financial decisions—even when you need to react quickly to changes.
6
Analysis of investment projects
You'll learn how to assess whether a planned investment is profitable. You'll learn how to evaluate project profitability using NPV, IRR, and payback period methods. You'll be able to compare various investment options and present their financial justification. You'll gain the tools to make informed decisions about capital allocation within your organization.
Leading
Anna Gliwińska
Over 20 years of experience in finance roles, including CFO, transformation, and management roles, and as an international finance coach. She has worked for multinational corporations such as UBS, Capgemini, and HSBC.
Outside Poland, she worked as Head of Regulatory Reporting & Change, where she was responsible for adapting financial processes to the changing requirements of the European Central Bank.
She is constantly developing his knowledge and competences, currently focusing on topics related to ESG and the use of AI to build a competitive advantage.
She completed higher education with a specialization in Financial Management.
Additionally, she has international ACCA (Association of Chartered Certified Accountants) qualifications in the area of international finance.
She enjoys long walks, bicycle trips and trips to the mountains.
Aneta Pilch
Over 25 years of experience in leadership roles, strategic planning and change management in the financial sector (HSBC, UBS, Universal-Investment).
Aneta spent over 17 years in the US, and since returning to Poland in 2007, she has been building organizations distinguished by a well-thought-out operational strategy and high employee engagement.
Currently, she focuses on AI-based organizational leadership.
She studied economics at the University of Illinois at Chicago and earned an MBA from the same university. Additionally, she participated in training at the University of Chicago Booth School of Management in negotiation and decision-making and at the Massachusetts Institute of Technology in managing artificial intelligence in organizations.
Aneta loves her garden, Koshi bells, windsurfing, and lectures at the Dominican College of Philosophy and Theology in Krakow.
Training Dedicated to Your Company
Fill out the form to ask for details or organize a closed edition of this training for your team.