Using the overviews to realize improvements

Financial overviewsUse financial overviews to be in control of your business and to create a strong basis for your plans

After the first day at which we have discussed the financials overviews that exist, we now start using the Profit and Loss Scheme, Balance Sheet and Cash Flow Statement. During the first day we focussed on: What does it represent and what does that mean? During the second day we focus on the question: What is my goal and how can I realize that using financial overviews.  

Again we use the Value cycle and the link between the financial overviews as a basis for all we do. The goal of the company can be reduced to two main themes. The first is to generate as much as possible profit BUT secondly doing so with as little as possible capital. After explaining these two goals all company ratios can be explained and are no longer at random chosen improvement items but one complete and consistent whole. 

After understanding the overall goal decisions and proposals can be evaluated on a financial basis. Often my trainees tell me: the management does not understand the importance and nessecity of my proposals. While at the same time the CFO of the firm hires me because his management comes to him with unbalnaced proposals. Understand during this day the goals of the CFO, how to structure and present your proposals and receive the eight tips to make sure you receive approval. 

At the end of the course you are able to:

  • Apply the Profit and Loss Statement, Balance Sheet and Cash Flow Statement;
  • Name the actions required to realize the goals;
  • Make financially sound proposals based on the goals;
  • Apply the ratio's of the company and improve them;
  • React better to events happening in the company;
  • Asses when to involve a financial specialist;
  • Have a better in depth discussion the the CFO of your company.

Value Chain completeDuring the morning we start with a game in which we test the knowledge from the first training day. By doing so it becomes immediately clear which topics need a repeat. Secondly we lay the basis for the day in the discussion of the most important goals from the company, namely to maximize the profit but doing so with minimal capital usage. These goals are then worked out in different dimensions: 

  • Ratio's and their purpose. How do I use them to stay in control of the company; 
  • Actions to improve and how do I make a sound financial proposal;
  • Budgets and the link to long term strategy;
  • And doing so: Be the management of a theme park.


For this training no other preparation is needed that the participation in the first day training. The participants are asked to write down their questions and experiences between the two trainings.


To enable implementing the leaned theory the book Financial Management Unravelled from Susan Marcussen is provided to the trainees.

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Course outline:

  • Introduction
  • Repeat of day one with multiple choise questions
  • The financial goals of the company
  • Ratio's
  • Making sound and well structured proposals
  • Game: Management of the theme park: doing as learned
  • Short introduction in day 3, Evaluating investments 
  • Closing
  • Opportunity to ask specific questions

Finance for Non-Financials offers (a series of) coaching sessions that can be booked subsequently to a training. During these sessions specific topics or company situations can be discussed.

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Intended for Professionals
Maximal number of participants 6 people
Price € 998,- excl. VAT
Course duration One day
Trainer Mrs. Drs. Susan Marcussen-Geelen RC,
Location & Date In mutual consultation
Course outline 08:30 – 09:00 hour Welcome
09:00 – 12:30 hour Part 1
12:30 – 13:30 hour Lunch
13:30 – 17:30 hour Part 2

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** If there is no training offered within the specified period you may request to cancel the registration. In such a case, the entry fee will be returned to you.

We appreciate it greatly if several colleagues will participate in a course. Every second participant in a training therefore gets 20% off, the third 30% and all subsequent 40%.

We would like to thank our promoters.


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