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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.

Sign-Up TodayMARCH 3-5, 2023 | $6,000 CAD +HST

 


Faculty


Alexandra MacKay, Featured Faculty

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

Schedule

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
  • Networking

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)

Sign-Up TodayMARCH 3-5, 2023 | $6,000 CAD +HST

A deposit of 50% of the program fee is required at time of application. The balance of the program fee is due 30 days after receipt of invoice or 30 days before the start of the program, whichever is first.

Dual Delivery

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.

 

Application Process

Payment and Fee Reduction


This program can count towards earning your Excellence in Executive Leadership certificate. Join an elite circle of leaders building their own path to professional development and receive official recognition from the University of Toronto Rotman School of Management.

 


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Dates and fees

3-day intensive program

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Dates:
March 3 - 5, 2023

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Location:
Dual delivery online and in-person at

Rotman School of Management
Toronto, Ontario

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Participant profile:
Executives, senior managers, and next-generation leaders

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Fee:
$6,000 CAD + HST

Sign-Up TodayFinancial Literacy and Analysis


Featured article

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Connect the dots from statements to actionable
insights ยป

Executives and directors need to have a high level of financial literacy in order to better fulfill their leadership mandate. But what does that look like, exactly?