This Course Is For You If:

  • You are a CEO experiencing growth and ready to build an in-house finance team

  • You a new CEO who wants to learn how to manage finances without getting lost in the weeds

  • You are an executive who makes or contributes to decisions with significant financial implications

  • You are a manager or team member with profit-and-loss responsibility in marketing, operations, or any other nonfinancial areas of a business

All In-One Finance Course For The Non-Financial CEO

Practical, actionable finance concepts designed for optimal growth and success.

What You Will Learn:

  • Finance terminology, key concepts, and principles specific to a CEO

  • The implications of financial reports and how to use them to make informed, strategic and data-driven decisions

  • How to identify the best performance metrics, forecast and monitor outcomes with confidence

  • Establish optimal systems for financial management and control

  • How to engage effectively in productive discussions with staff and finance professionals

Course Curriculum

  1. 1
  2. 2
  3. 3

    • The Foundation of Finance Management: Know Your Numbers
  4. 4

    • The Three Financial Statements
  5. 5

    • Cash Flow Cycle
  6. 6

    • FINANCIAL MONITORING MONTHLY KPIs & METRICS
  7. 7

    • Financial Monitoring By Business Model
  8. 8

    • Business Budget & Project Budget
  9. 9

    • Making Data-Driven Decisions
  10. 10

    • Financial Processes, Policies, Procedures & Internal Controls

  11. 11

    • Collecting, Protecting & Organizing Financial Data
  12. 12

    • Conclusion

What You Will Get With This Course:

  • 9 Modules with 34 lessons

  • Templates that can be downloaded and used immediately

  • Financial calculations and formulas to access the financial health of a business

  • Free Workbook

  • Document of accounting and finance terms with definitions

  • Document with finance team roles & responsibilities

  • Links to financial software and tools

FAQ

  • How long do I have access to the course content?

    You have unlimited access from the day you purchase the course.

  • How does this course work?

    The course consists mainly of slides with voiceover. You also get resource guides with links, templates, and examples you can use immediately. You can learn at your own pace and return to refresh your knowledge at any time.

  • After taking the course, can I still work with you?

    Yes. If after taking the course you still feel the need for one-on-one consulting for yourself or your team, please contact me to schedule a free consultation.

  • What is your refund policy?

    Due to the nature of digital products, we cannot offer refunds once you've accessed your content, however we are invested in the success of our students. If you have questions, problems, or concerns, please email infor@davisfinancial.co for support.

  • How is this course different than a basic business finance course?

    This course is designed specifically around the immediate financial knowledge CEOs would need to know on a daily, monthly or quarterly basis. The course covers a high level overview of the financial questions, details, and issues a CEO would be dealing with. This course does not cover day to day accounting, payments or other common repetitive responsibilities of a finance team.

Featured Instructor

Founder/CEO

Beverly Davis

Beverly Davis is the Founder/CEO of Davis Financial Services, a business consultancy that provides finance and back office consulting services to CEOS, entrepreneurs, and executives of mid sized & corporate enterprises. Beverly has a background in corporate finance back office operations and internal controls with over 15 years of diverse experience in Wealth Management at Bank of America, Private Banking at JP Morgan Chase, and Capital Markets at Citigroup. As the founder of Davis Financial Services, her mission is to offer the same high quality service to CEOs, entrepreneurs and executives outside the corporate arena. Davis Financial Services offers private consulting services providing a complete custom back office financial management plan, and finance team building. Services include gap analysis, finance system overview, accounting processes, procedures, policies, risk management, and compliance