Financial Management Basics for Project Managers
Read a budget the way a finance director does: costs, reserves, cash flow and earned value, with a one-page report your sponsor will actually read.
Victoria Klymenko
Who this course is for
Project and delivery managers
who own or report a project budget and want to talk to finance on equal terms
Managers in IT services and outsourcing
working with fixed-price and time-and-materials contracts, where margin is part of the job
Team leads moving into project management
who now have to estimate, defend and control costs, not only deliver
PMP and CAPM candidates
who want earned value and cost management explained on real cases, not formulas only
This workshop is NOT for
finance professionals and CFOs | those looking for accounting or tax rules | those who need ROI and business case work (see the Language of Money workshop)
Why we created this course
What you'll be able to do
Concrete skills and outcomes you'll walk away with
Speak the language of finance
Explain your project budget in the terms a finance director uses: CAPEX and OPEX, margin, cash flow, forecast.
Build a budget you can defend
Estimate costs with a method you can justify and set contingency and management reserves you can explain.
Plan cash, not only cost
Link the budget to payment milestones and see cash gaps before they happen, including currency and inflation effects.
Read earned value and forecast
Calculate CPI, SPI and the forecast at completion and say in one sentence what they mean for the sponsor.
Report in one page
Leave with a one-page financial status report for your own project that a sponsor will read to the end.
Multiple sessions. One coherent program.
1. How finance thinks about your project
Project budget versus the company P&L, CAPEX and OPEX, direct and indirect costs, margin.
The ten terms you need to speak with finance without a translator.
- Project budget versus the company P&L, CAPEX and OPEX, direct and indirect costs, margin.
- The ten terms you need to speak with finance without a translator.
Who leads the course
Graduate results and what they say
"Very detailed description of the material with paying attention on key problems through the communication with the audience. Practical classes make you rethink and perceive the given material"
"Alina, good afternoon! I wanted to thank you separately for the course. Interesting material and not boring style of presentation. Thanks to your experience and knowledge, it was always interesting for you to listen and learn practical skills that were applied in real problem situations."
"Alina, thank you very much for the very interesting and for many, I hope, very useful PM course. The large number of diplomas is a clear confirmation of your versatile talents (apart from the triangle of talents PM, you still have theatrical abilities - interesting quests). Thank you again! Good luck and see you!"
"Alina, thank you for the course! Maybe we were not the model students and did not always do the homework (I am myself), but it was interesting. We have met new people; we have learned a lot of interesting information. A lot of knowledge will come in handy. You are easily and interesting. Thank you!"
3 hours live online
small group, up to 12 participants
Budget and status report templates
spreadsheet with earned value formulas, yours to keep
Checklist: 10 questions to agree with finance
before the next steering meeting
AI prompts for financial analysis
for estimates, scenario checks and report drafts
3 PDUs
Business Acumen
Format and price
Course information
- Date
- 31 May 2027, Monday
- Time
- 19:00–22:00 Kyiv time
- Format
- 3-hour online workshop
- Participants
- Maximum 12 · Small group, real discussion
- Language
- Ukrainian
- PDUs
- 3
- Series
- Part of the Irreplaceable Core series. Save with 3, 5 workshops or the full series of 8
- Cohort size
- up to 12 participants to preserve discussion quality
Small group, up to 12 participants
Save with a pass or by choosing several workshops. PMI members −5%. Military and veterans −50% on individual workshops (not passes, no stacking).
Sessions are recorded. Practice parts with participants' own cases are not included in recordings for sale.
Related certifications
FAQ
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