Introduction to Financial Management

Date and Time

Monday Nov 3, 2025
4:00 PM - 5:45 PM CST

Monday, November 3, 2025 | Session 1 – Class introduction, recordkeeping, establishing strong accounting practices
Monday, November 10, 2025 | Session 2 – Financial Statements (overview) and the Income Statement/P&L
Monday, November 17, 2025 | Session 3 – Balance Sheet
Monday, November 24, 2025 | Session 4 – Cash Flow Management
Monday, December 1, 2025 | Session 5 – Beginning Financial Management

Location

Online, Live virtual sessions via Zoom. Course link will be sent out shortly before the first session.

Fees/Admission

$259 (includes custom course workbook)

Website

https://sbdc.wisc.edu/intro-to-fin-man/

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Description

Note: The UW-Madison SBDC traditionally offers a more comprehensive financial management course in the fall semester. If you have some familiarity with financial records but need to better understand financial analysis/management, that course may be right for you.

Accounting is the language of business. Being conversant in this language means you have a better ability to proactively plan where your business is going and to work effectively with your accountant, bookkeeper, lenders, and other members of your entrepreneurial advisory team. We consider business financial education to take place along a spectrum of learning – starting with recordkeeping/bookkeeping (accurately tracking your financial transactions), progressing to accounting (understanding how to read “the numbers,” interpret financial statements, identify trends, etc.), and culminating in financial management (taking an active role in the future planning of the direction of your business). This course focuses primarily on bookkeeping and the fundamentals of accounting.