Formats
Online
In-Person
Length
5 Days
5 Days
Time
8.5 Hours/Day
9 Hours/Day
Cost
$5,750.00
$7,500.00
Next program
Oct 14 - 18, 2024
Oct 14 - 18, 2024
Certificate
Certificate of Completion
COBE eligible
5 Days

Overview

Financial Data Analysis for Leaders is a distinctive business finance course geared towards non-finance professionals who aspire to understand and leverage financial analysis, cost management, and profitability ratios to create more value for their organizations. This enlightening program provides enormous benefits to anyone looking to acquire fluency in corporate finance or to deepen their knowledge and expertise in the area of financial analysis.

Through this powerful financial analysis course, your financial literacy will go well beyond the basic understanding of financial statements. You’ll also acquire a broad range of financial tools and skills that elevate you as a highly sought-after—and multi-dimensional—business leader. The robust and intensive curriculum of this unique training is designed to help you expand your leadership capabilities by applying critical analysis of financial data.

Panos teaching in a classroom

Key Takeaways

Master the Language of Finance

Understand the building blocks of corporate financial reporting, how to interpret and analyze financial statements, and how data mining is used in business settings.

Identify and Create New Value for Your Company

Learn how to leverage financial data to identify and capture key drivers of value creation for your business and link performance measures to corporate and business unit strategy. 

Build Credibility & Contribute as a Non-Finance Professional

Confidently apply your newfound financial analysis proficiency to measure and manage costs, gain key financial insights like profitability and growth potential, and inform operational and strategic decision-making. 

With this program, you will receive:

  • Powerful finance analysis training by world-renowned Berkeley Haas and Executive Education faculty
  • Exclusive networking reception with participants and faculty (in-person or virtual)
  • Explore the Berkeley campus with fellow participants during an in-person guided tour OR receive a live, online guided campus tour (for virtual participants)
     
  • Online access to the program’s alumni community
  • Financial Data Analysis for Leaders Program Certificate of Completion 
     
More about this program

Financial literacy is a core building block of essential business acumen and a vital skill for any leader. It includes thoroughly understanding financial statements, skillfully analyzing financial data, and strategically applying it. These activities are critical for assessing a company’s vitality and making decisions that significantly impact business performance.

Without substantial financial literacy, many decision-makers struggle to make informed choices or understand the financial implications of their day-to-day actions. Unfortunately, some leaders lack the ability to understand and use standard financial reports, resulting in a lack of competence and confidence. Financial Data Analysis for Leaders was created to bridge this educational gap and offer the specialized training required not only to help leaders achieve financial fluency but also to advance their leadership capabilities and propel organizational growth. 

Enjoy An Engaging Program Experience

This five-day financial data analysis program is led by Distinguished Faculty Director, Panos Patatoukas, who guides participants through a dynamic blend of activities to maximize learning impact and retention. These include:

  • hands-on exercises
  • engaging lectures
  • lively discussions 
  • and a capstone project 

Choose Your Delivery Option 

For added convenience and accessibility, this financial analysis program is offered as a simultaneous hybrid experience with a choice to attend in person at our state-of-the-art classroom on campus or virtually through our Digital Learning Forum.

No matter how you join us for this exciting program, you’ll enjoy the same, high-caliber instruction and engage in a live and highly collaborative learning environment designed for interactions between people in all parts of the world and various time zones.

Maximize Your Leadership Impact and Profile

After an intensive week of top-tier financial analysis training, you’ll come away with a profound understanding of the extensive advantages of financial statement analysis, the ability to interpret and apply financial information to your decision-making process, and an increased ability to promote you and your company’s potential for success.
 

Who it's for

  • Senior-level executives looking for a deeper understanding of how to leverage finance for decision making
  • Non-finance professionals who want to learn how to analyze financial data and seek a challenging introduction to the basics of finance and accounting
  • Financial executives seeking a necessary financial business analysis refresher
  • Anyone looking to learn financial analysis in order to gain confidence and credibility

Want to approach your employer about professional development classes and request employer support? Read the Employer Payment Assistance Guide.

The Digital Learning Forum

This program is held as a simultaneous dual-delivery experience with in-person and live-online participants in our Digital Learning Forum. Both online and in-person participants will engage in a live and highly-collaborative learning environment designed for interactions between people in all parts of the world.

in-person and live-online students together in the digital forum

Format & Structure

Online

Virtual program
Length
5 Days
  • Five-day live online program
  • World-renowned Berkeley Haas and Executive Education faculty
  • Cutting-edge virtual learning experience featuring multiple perspective cameras and directional audio that immerses you in the classroom environment
  • Communicate in real-time between faculty, virtual participants, and in-person participants 
  • Interact on a collaborative whiteboard and engage in group discussions in breakout rooms with virtual participants
  • Live-online guided campus tour
  • Online networking session with virtual participants
  • Access to the program alumni community
  • Financial Data Analysis for Leaders Program Certificate of Completion 

The orientation dates for 2024 programs are to be determined

(Please note orientations are held online and open to both the online and on-campus participants)

In-Person

In-person program
Length
5 Days
  • Five-day, in-person program
  • World-renowned Berkeley Haas and Executive Education faculty
  • State-of-the-art classroom at UC Berkeley Haas School of Business campus
  • Breakouts for group discussions and exercises
  • Communicate in real-time between faculty, in-person participants, and virtual participants 
  • Catering provided (breakfast/lunch/light snack)
  • Explore the Berkeley campus with fellow participants during an In-person guided tour
  • Exclusive in-person networking reception with faculty and peers
  • Access to the program alumni community
  • Financial Data Analysis for Leaders Program Certificate of Completion

The orientation dates for 2024 programs are to be determined

(Please note orientations are held online and open to both the online and on-campus participants)

Dates & Costs

Online

Date
Cost
Oct 14 - 18, 2024
$5,750.00

In-Person

Date
Cost
Oct 14 - 18, 2024
$7,500.00

Other Ways to Participate

Attend this program with a group of your colleagues.

Attend this program with colleagues to gain greater organizational impact. Groups of five or more receive special rates.

Learn More

Customize this program for your organization.

Use this program's curriculum as the foundation of a program based on your company's unique objectives.

Learn More

What people are saying

Get more information

/fdal-program-guide

Download the Program Guide

The complimentary guide includes sample schedule, program curriculum, learning objectives, and more.

https://go.executive.berkeley.edu/hubfs/PDFs_for_Download/Employer%20Support%20…

Employer Reimbursement

Gain tips on how to approach your manager about professional development and tuition reimbursement. 

How do I enroll in this program?

Enrolling in any one of our programs is simple:

  • Click on the "enroll" button on the program page
  • Create an account or log in to our customer portal
  • Complete the online reservation form (should take less than 2 minutes)
  • Pay by credit card to complete your enrollment, or select your preferred payment type to reserve your seat and connect with the finance team
How much time can I expect to spend on coursework each day?

We know that time away from the office is precious, so we work hard to make our program experiences as productive and valuable as possible. Our programs span full business days starting between 8:30-9:00 a.m. and running through 5 p.m. with lunch served in the classroom and short breaks throughout the day.

Approximately 1-2 hours of evening activities and preparation for the next day are required for some programs. Please download the program guide for more detail.

Do your programs provide credits towards a degree, grades, transcripts, or Continuing Education Units (CEUs)?

Our programs are non-degree programs and do not hold any credit unit equivalency, letter grades, pass/fail designation, Continuing Education Units (CEUs), or transcripts. Rather, we provide a certificate of completion at the conclusion of the program.

To qualify for a certificate of completion, a participant must meet the minimum requirements as noted for each program and maintaining at least 80% attendance/engagement.

Can I enroll in a program if I live outside of the U.S.?

Yes. Enrollment is available to global leaders, but visa requirements may apply. Proficiency in written and spoken English at a level that allows full engagement and participation in a program is recommended.

For most international participants, a B1/B2 visa—for participation in scientific, educational, professional, or business conventions, conferences, or seminars—is required for entry into the United States to attend a program with us.

Requesting and receiving a visa takes time and we recommend beginning the process three or four months in advance of the start date of a program.

You can ask your Program Manager to prepare an invitation letter to help with your visa application. It is important to emphasize that the visit is for business purposes.

The Visa Waiver Program is available to citizens or nationals from select countries. Check the Department of State website to determine your eligibility and learn about the waiver process.

The list of countries sanctioned by the Treasury Department's Office of Foreign Asset Control currently includes: Cuba, Iran, North Korea, Syria and the Ukraine-Crimea Region, plus the addition of Russia for Berkeley Executive Education at this time.

Faculty

Certificates

Certificate of Completion

Signal your professional achievement to your network and get recognized for your completion! Upon successful completion of the program, UC Berkeley Executive Education grants a verified digital certificate of completion to participants that you are encouraged to add to your profiles.

Note: This program results in a digital certificate of completion and is not eligible for degree credit/CEUs. After successful completion of the program, your verified digital certificate will be emailed to you directly. All certificate images are for illustrative purposes only and may be subject to change at the discretion of UC Berkeley Executive Education.

Certificate of Completion
This program is eligible to count toward the

Certificate of Business Excellence

Curriculum days
5 Days
Pillar(s)
Finance & Business Acumen

Participants in the Certificate of Business Excellence (COBE) program will earn a mark of distinction from a world-class university, gain access to a powerful global network, and enjoy the flexibility of completing the program in up to three years. A UC Berkeley Certificate of Business Excellence allows individuals to create a personal learning journey structured by our four academic pillars to gain management essentials in Leadership, Entrepreneurship, Strategy, and Finance to drive both personal and organizational development.

Certificate of Business Excellence