August 28, 2025 | 8:30am – 3:30pm
IN-PERSON SESSION – UMKC Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri Room 414
This workshop covers the financial skills that are fundamental for any managerial position. You’ll learn how to think finance and get a firm grasp of the numbers side of business.
From accruals to write-offs, receivables and payables, this workshop covers the concepts, tools, and techniques that can help make decisions pay off both on the job and on the bottom line.
You will gain a greater confidence and a working knowledge of the key business financials statements. Learn how to “think finance” and translate performance in financial terms.
Key Topics
- The key Financial Statements and how they tie together
- Key Finance Terms: Assets, Liabilities, Capital, Depreciation, Current Ratio and others
- Master the mind-set: see business in terms of dollars-and-cents decision options that pay off, short and long-term
- Develop working rules regarding your corporate financial statements
- Use the balance sheet to examine assets and liabilities
- Analyze the income statement to assess revenues and expenses
- The statement of cash flow: sources and uses of funds
- Content and format of the annual report
- Understand the footnotes
- Debt vs. Equity financing
- How leverage can increase return to shareholders
- Use profit-planning tools, break-even analysis, financial forecasting
- Importance of Cash Flow: where cash comes from and how it’s applied
- Criteria for examining the performance of divisions and product lines
- Understand the cost of capital
Who Should Attend
This program is designed for both new managers of all backgrounds and established managers with non-finance backgrounds in every functional area of responsibility and in all industries.
About the Instructor
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William R. Kay, MBA, is an adjunct Professor for the University of Missouri Kansas City (UMKC), Bloch School of Management, and owner of W. Kay & Associates is dedicated to helping organizations and individuals enhance their competitiveness, productivity, and technological performance.
For the past 28 years, Mr. Kay has specialized in assisting businesses in the quest to improve performance in the areas of strategic planning, finance and accounting, project management, marketing, sales and sales management, and team building following the accelerated learning model for adult learning.
Mr. Kay’s professional experience includes over 20 years as CEO and owner of a major company and, for the past 28 years helping major Fortune 500 companies and Universities with organizational development and training.
Program Details
Language of Finance Certification:
Earn a certificate by completing 4 out of 6 courses in the Language of Finance Certification series. Designed for flexibility and relevance, these courses provide practical knowledge and skills to enhance your expertise and build confidence in key areas of finance. Perfect for professionals looking to grow their expertise without committing to a full degree program. For more information visit the Understanding the Language of Finance page.
Location and Parking:
The sessions will be held at the UMKC Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri. Parking details will be mailed after registration.
Cancellation & Transfer Policy:
Seminar participants (or their organizational representative) should call or email Bloch Executive Education to change or cancel registrations. Cancellations made prior to 7 days from the seminar date are eligible for credit towards a future seminar but are ineligible for refund. Credit for future seminar is valid through the following seminar year. Seminar registrations may be transferred from one individual to another up to 7 days before any elected seminar. Cancellations made within 7 days from the seminar date are non-transferable and non-refundable. Bloch Executive Education reserves the right to make changes to the cancellation policy and transfer policy. The current policies will be posted on our website and will be observed regardless of previous policies or standards. “No-shows” are non-refundable and non-transferrable.
Photo and Video Release:
By attending the event, you are giving Bloch School of Management permission to use photos and videos from the workshop in future promotional materials.
Available Discount Programs
UMKC and Bloch Executive MBA Alumni, Kansas City Regional Association of REALTORS members, CX Central Exchange members, Saint Luke’s Health System employees, Heartland Black Chamber of Commerce members – you qualify for discounted seminar registration.
If any of the above categories apply to you, please contact us at umkcexeced@umkc.edu or 816-235-2892 to take advantage of discounted rates.
