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
"I'm very satisfied with the practical course. All hot questions concerning Project and Team management are disclosed"
"The seminar was introduced in logical order which helps step-by-step to probe deep into the basic knowledge in “Project management. In general I’m satisfied with seminar and solidified previous knowledge"
"The course is positive and informative"
"The seminal is «alive», passes easily as for managers-beginners and is full of great number of examples"
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
Course loyalty discounts don't apply to workshops. Save with a pass: 3 workshops −15%, 5 −20%, the full series −30%. PMI members get an extra 5%. Military and veterans: 50% on individual workshops (not on passes).
Sessions are recorded. Practice parts with participants' own cases are not included in recordings for sale.
Related certifications
FAQ
Have a question?
Leave your contacts and we'll get back to you shortly.