Rotman Financial Literacy and Analysis
Master the language of finance
Equip yourself with the skills to navigate between strategy and operations using financial statements and add value to the boardroom and your organization.
Add value to the boardroom
Executives and directors who can use and understand numbers add more value to the boardroom and to their organization and are better able to fulfill their leadership mandate. Mastering the language of finance enhances your ability to ask the right questions and engage management more efficiently. Over three days our expert faculty will provide you with a context for the use of financial information and build a framework for strategic thinking based on solid financial measures.
Rotman Executive Program faculty are known for their ability to translate the latest research into practical applications for the workplace, and to transmit skills to participants with the best teaching techniques. Industry leaders contribute to our programs to bring you the most up-to-date best practices and a wealth of real-world experience.
Meet the faculty and instructors teaching in Rotman's Financial Literacy and Analysis Program
Associate Professor, Teaching Stream, Finance, Rotman School of Management
Alexandra MacKay is the Executive Director, Rotman Commerce Professional Skills Centre. She teaches in the Commerce, Master of Finance and Executive MBA programs, as well as in Executive Education including MBA Essentials and Financial Literacy for Directors and Executives.
Her research interests include risk management in deregulated network industries and efficiency of fixed income markets in Canada.
Connect the dots
Build the skills you need to navigate financials. This program is designed to help you connect the dots and gain a practical working knowledge of financial reporting and analysis.
Past participants have included CEOs, SVPs, presidents, executives, board directors and senior managers from public, private and not-for-profit boards and organizations.
- Improve your ability to read and understand financial statements
- Better connect strategy and operations to maximize value
- Use financial data and analysis more effectively
- Execute your financial role and responsibilities with due diligence
Day 1: Setting the course
- The Role of Management, Audit Committee and Auditor in Financial Statements Preparation
- Introduction to Financial Statements
- Case analysis
Day 2: Continuing the journey
- Introduction to Financial Ratios
- Financial Statements in Depth
Day 3: Concluding the journey
- Case analysis
- Introduction to Management Discussion and Analysis (MD&A), Annual Information Form (AIF) and Securities’ Filing Requirements
- The Concept of Materiality (Measurement and Disclosure as Opposed to Materiality in Auditing)
This program is being offered in a live dual format so you can choose to attend the session in person at Rotman or by joining virtually from anywhere in the world. Our expert faculty and staff have designed this program experience to be seamless, delivering an immersive experience no matter how you choose to attend.
How it works: Simply indicate your stream in the application form. The program fee is the same regardless of how you attend the program.
Before beginning the application process, please review the application policies. To apply, complete the online application form.
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Each application is reviewed by Rotman’s admissions committee to ensure participants have the appropriate academic and work experience.
Payment and Fee Reduction
Payments can be made online. Applicants will be redirected to a secure online payment website after completion of the application form. Deposits will be refunded to applicants not accepted to the program.
Rotman Executive Program graduates and Rotman alumni are eligible for a 25% discount on this program. Discounts cannot be combined but we will honour the greater discount amount towards the program fee. For more information on additional discounts, visit RotmanExecutive.com/Discounts. Discounts are not redeemable for cash.
*Participants will be responsible for their own travel, accommodation and incidental costs. Participants requiring accommodation during the program are eligible for preferred Rotman rates at select hotels. For more information contact an Executive Programs representative at email@example.com.
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