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Finance for Non-Finance Professionals Bootcamp

 

Build confidence with financial concepts you encounter every day in our four-part Finance for Non-Finance Professionals Bootcamp. Held virtually so you can join from anywhere. This bootcamp features expert-led sessions with practical tools, real-world examples to help you make smarter, more informed financial decisions.

Dates: Tuesdays – February 17, 24, March 3, and 10
Time: 12:00 PM PT / 3:00 PM ET (Sessions will run 75-90 minutes)
Format: Live online via Zoom
Cost: Only $180 for the full bootcamp

The sessions will be led by:

Keith Tandowsky (Feb 17 & 24), Executive coach and former CIO at The Clorox Company.

Aaron Rubin (March 3 & 10), Partner at WRP Wealth Management, CFP®, CPA, and attorney specializing in financial, estate, and tax planning. 

 

Sessions:

Session 1 – February 17 – Demystifying Business Finance

Led by Keith Tandowsky 

Finance is a core professional skill, even if you don’t work in finance. This session breaks down the fundamentals so you can understand how money flows through an organization and what the numbers are really telling you.

Session 2 – February 24 – Building a Business Case

Led by Keith Tandowsky

Good ideas need more than enthusiasm, they need financial logic. This session focuses on helping you frame ideas in ways that decision-makers can support.

Session 3 – March 3 – Personal Finance for Early Career

Led by Aaron Rubin

Strong financial habits early on can shape your long-term stability and freedom. This session focuses on practical personal finance tools you can use immediately.

Session 4 – March 10 – Taxes: What You Need to Know

Led by Aaron Rubin

Taxes can feel overwhelming, but a basic understanding goes a long way. This session covers what every professional should know to plan ahead and avoid surprises.

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Price: $180.00