Southern California Chapter – Finance for Non-Finance Professionals Workshop

August 17, 2022 8:00 AM - 4:00 PM PST
Samuel, Son & Co.
12389 Lower Azusa Road
Arcadia, California 91006



The MSCI Southern California Chapter invites you to join us for
a day of business finance and strategy.


DATE:          August 17, 2022                           WHERE:          Samuel, Son & Co.

TIME:           8:00 am – 4:00 pm                                           12389 Lower Azusa Road

                                                                                            Arcadia, CA 91006

COST:   $600 per person

Continental Breakfast, Lunch and Afternoon break provided.


The registration deadline date for the Finance for Non-Finance Professionals Workshop is August 10, only two (2) weeks away.  Attendees are limited to 24 maximum.  Register now as you don’t want to miss out on this highly-regarded training program.


Understanding the financial language of business is important for most workplaces regardless of role or function. Through the use of the business simulation, Zodiak®, participants will learn:

  • Financial terminology
  • How to read and understand key financial statements
    • Profit and Loss
    • Balance Sheet
    • Cash Flow
  • How cash flows through an organization
  • Financial measurements and key ratios
  • The connection between a company’s strategy and the decisions that are made
  • How to apply the learning to their company’s financial reports
  • To identify areas of improvement for your company


Tom Ault, Senior Solution Consultant & Trainer at ERC, specializes in assisting organizations with a full spectrum of human resource projects, programs, and training. Tom’s primary areas of focus are creating and sustaining effective teams, leadership and supervisory development, financial acumen, leading change, communication, talent management, organizational and employee development, performance management, coaching and mentoring, and employee engagement.

Tom possesses a unique blend of financial acumen, talent management, and process improvement techniques that are valued by all participants. He has designed and facilitated a full spectrum of customized training programs for clients spanning all industries.

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