Financial Fluency Program Overview
Understanding how your business makes money is one of the most important skills for any leader. Financial acumen is what distinguishes strategic leaders from functional experts; it’s the ability to see how decisions affect performance, profitability, and long-term growth. Yet many rising leaders struggle to interpret or communicate financial insights, even though organizations increasingly expect these capabilities. In fact, the demand for financial acumen among managers is projected to grow by 16 percent by 2028.
This program goes beyond the numbers to cultivate the financial fluency and strategic insight that define exceptional leaders. You’ll learn to connect business decisions to financial performance, translate complex data into compelling narratives, and make stronger, more informed cases for action. It’s not about accounting or budgeting — it’s about understanding your organization’s financial model and making decisions that drive results.
Through interactive exercises and case discussions, you’ll apply robust frameworks to create financial insights about real business challenges. By the end of the program, you’ll return with sharper judgment and a clear ability to link strategy to financial performance. You’ll also have the confidence to engage in high-level discussions about revenue, margins, and risk — and to influence the financial decisions that shape your organization’s success.
Benefits of Financial Fluency for Business Leaders
- Convert financial information into strategic business insights and actions, linking choices directly to financial outcomes.
- Create persuasive financial narratives that effectively advocate for your business initiatives.
- Use financial analysis to identify high-impact performance levers and effectively communicate priorities.
- Develop fluency in business finance terminology — such as financial ratios, margin structures, and leverage — allowing you to engage in financial discussions with confidence.
- Become skilled in financial analysis for leaders, evaluating financial performance and integrating this analysis into business decisions that achieve both immediate and long-term objectives.
Return to your office with a Certificate of Completion from the Harvard Division of Continuing Education.
Who Should Take Financial Fluency for Business Leaders?
This program is designed for managers and aspiring managers in any industry who want to strengthen their ability to lead beyond their functional expertise. It is especially valuable for professionals who have not had formal financial training but are expected to use financial insights to guide decisions, influence stakeholders, and demonstrate impact.
Participants who will benefit include:
- Individual contributors preparing for broader leadership roles.
- Leaders seeking to connect business strategy to financial results.
- Professionals with Profit & Loss (P&L) responsibility who want more confidence in financial decision-making.
- Managers who oversee or collaborate with finance teams without having a finance background.
- Nonprofit leaders seeking to strengthen their financial understanding to more effectively advance their organization’s mission.
Curriculum
- Revenue Drivers: Identify and manage the key factors that influence your revenue.
- Value Chain Analysis: Cost drivers, cost structure, and margin implications.
- The Value Equation: Understanding different measures of profitability, returns, and value.
- Profit Patterns: Linking business strategy to financial performance and stakeholder expectations.
- Difficult Comparisons: Factoring timing and risk into financial comparisons.
- Resource Allocation: Evaluating and prioritizing competing demands for resources.
- Making the Case: Techniques for presenting a compelling financial argument to stakeholders and securing the resources you need.
October Schedule
Day 1
- Revenue Drivers
- Resource Chains
- The Value Equation
- Financial Analysis
Day 2
- Timing, Risk, and Financial Performance
- Resource Allocation
- Preparing a Financial Business Case
- Presenting a Financial Business Case
Instructors
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Jon Fay
Jon Fay has more than 25 years of experience as a business strategy consultant and has served as Vice President of Executive Development and head of the corporate university for a leading technology company. He is an instructor at Harvard's Division of Continuing Education, where he teaches both Professional & Executive Development programs and graduate degree courses. -
Bryce Bow
Bryce Bow is a university instructor, strategist, and coach. He’s worked with leaders in a wide range of industries across the US and abroad, from Fortune 500 companies and startups to nonprofits and government entities. In addition to a graduate degree from Indiana University and certificates from Penn’s Wharton School, Bryce completed coursework and assisted with course development and teaching at Harvard Extension School.