University of Wisconsin–Madison
SBDC class participant

Financial Management Series

“The coursework provided us with a lot of tools and resources that helped us manage the growing business. The binder received in the class we use weekly still today. Steve Pullara did an excellent job at explaining key concepts and how to continue to use the information in our business.  The course really provided a crucial piece of the puzzle we needed to help us guide our start-up business. I would recommend this to anyone who is serious about starting a business or to anyone who may have some core Financial Management training needs.”

Brenda Fritz, Academy of Little Viking 4K & Childare


Created for owners, managers and employees who want to understand and use financial information to make sound business decisions.

In this series of four financial management classes, you will learn how to set up financial records, how to use and analyze financial statements to make decisions, how to create budgets to for profitability and how to manage cash flow. You may choose individual classes to fit your schedule, or benefit the most by taking the entire series since the classes build on each other and you save 10% from the cost of individual sessions.

Basics of Financial Management

Learn accounting jargon, bookkeeping basics, the three types of financial statements, and how your management decisions affect your firm’s financial future.

You will learn:

  • How to read the three types of financial statements
  • How to record business transactions
  • Definitions of accounting terms

Analyzing & Interpreting Financial Statements

Use your financial statements to take advantage of opportunities, improve business performance and discover problem areas. Compare company performance to industry standards.

You will learn:

  • How to make smart business decisions using your financial statements
  • Types of financial analysis tools and their uses
  • How to conduct a break-even analysis

Budgeting and Profit Planning

Learn the steps in the budgeting process. Predict sales volumes, estimate expenses and assess different business strategies.

Prerequisite: Basics of financial management and Using Financial Statements or equivalent experience.

You will learn:

  • Sales and revenue budgeting techniques
  • How to plan for profit
  • Forecasting sales and operating expenses

Managing Cash Flow

Forecast and manage cash inflows and outflows to ensure available cash when needed. Develop a cash-flow plan and budget. Understand the difference between short and long-term growth.

Prerequisite: Basics of financial management and Using Financial Statements or equivalent experience.

You will learn:

  • How to maximize return on equity through cash-flow planning
  • Analysis of actual vs. projected cash flow
  • How to diagnose cash-flow problems and strategies for improvement


Location: Grainger Hall, UW-Madison

Schedule: 8:30 am-12:00 pm

Dates:  Series includes all four classes – SAVE 10% ($536)
April 24 -May 15, 2019

Click to Register for Series

Individual Classes

or call 608-262-3909 to register



This Program is preapproved for SHRM recertification



Cancellation policy: If you cancel before the program begins, there is a $25 cancellation fee. If you cancel after the program begins you will be charged for the full program fee. To cancel, call registration at 608-262-3909.

If there is inclement weather, please call 608-263-2221 for a recorded message after 6:30 am for day classes or after 3:30 pm for night classes.


Steve Pullara

Steve Pullara, CPA is a partner with BDO, CPAs and business consultants. He specializes in providing financial management advice to a variety of growing and small businesses. Steve currently serves more than 100 small business clients and has been teaching this series for 20 years at the SBDC.