Financial Analysis for Leaders

Go Inside the Program

Understanding financial information is essential for assessing a company’s health, and making strategic decisions that significantly impact the company’s performance.

How do you analyze and interpret key financial statements? What are the key drivers of value creation? How do you link performance measures to corporate or business unit strategy?

Most business leaders need to deepen their knowledge and expertise in the area of financial information analysis. Armed with the ability to interpret and apply financial information to their decision-making process, executives will enhance their leadership capabilities and profile, as well as the company’s potential for success.

Financial Analysis for Leaders is designed to provide you with the foundational knowledge of finance and accounting.  It will demystify core concepts, clarify financial frameworks and help you unlock the power of financial information analysis through hands-on practice.

The objective is to help you be a more effective leader and to add more value to your organization, through financial information analysis.

All leaders, regardless of their background and area of focus, can benefit in their decision-making from well-informed financial information analysis.


Led by Berkeley Haas Professor, Panos N. Patatoukas, recently named by Fortune Magazine as a Top-10 business school Professor under 40, this five-day program features sessions on corporate financial reporting, cost management, value-based management, financial statement analysis, and corporate valuation.

Each day, we introduce and apply key concepts from finance and accounting through a combination of interactive lectures, exercises, case studies, and other real-world applications.

Special Feature

A distinctive feature of the program is a capstone, real-time project, which builds on all the concepts taught in the program.

The capstone project will help you unlock the power of financial information analysis through hands-on practice with a real-world company.

Key Takeaways

  • Understand the building blocks of corporate financial reporting
  • Understand how the financial statements relate to each other
  • Learn how to analyze and interpret financial statements
  • Understand how to measure and manage costs
  • Use financial information for operational and strategic decision making
  • Understand how to incentivize and measure business-unit performance
  • Identify the key drivers of value creation in your organization
  • Learn how to add value through financial engineering

Who Should Attend

Financial Analysis for Leaders is designed for senior-level executives with a need for a deeper understanding of finance and accounting.

The program is well-suited for non-financial executives, but also serves as a refresher for financial executives.

Dates and Registration

Fee: $7,500
Program Length: 5 days
Location: Berkeley, California

Download a Sample Schedule

Download a Program Brochure


Contact Us

Nicole Salois




Program Director
Panos Patatoukas
Associate Professor, Haas School of Business
Panos N. Patatoukas is an Associate Professor with Tenure at U.C. Berkeley, Haas School of Business. Prior to joining Berkeley Haas, Panos received his PhD, MPhil, and MA from Yale University, his...
Sunil Dutta.png
Program Director
Sunil Dutta
Egon and Joan von Kaschnitz Distinguished Professor of Accounting and International Business, Haas School of Business
Professor Sunil Dutta is the Egon and Joan von Kaschnitz Distinguished Professor of Accounting and International Business at the Haas School of Business, University of California, Berkeley. Professor...