Bree-Shawna
PROFESSIONAL DEVELOPMENT
Finance & Budgeting for Non-Finance Professionals
Finance & Budgeting for Non-Finance Professionals
Finance & Budgeting for Non-Finance Professionals
Purpose: A self-designed learning experience to diversify skill sets and prepare for an M.S. in Management. Includes 3 practicum AI-driven simulations of real world scenarios with tangible outputs.
Purpose: A self-designed learning experience to diversify skill sets and prepare for an M.S. in Management. Includes 3 practicum AI-driven simulations of real world scenarios with tangible outputs.
7 Months · 7 Courses · 3 Practicums
SEPTEMBER 2026 - MAY 2027
THE CURRICULUM
01
Financial Fluency & University Budgets
Build a confident foundation in program finance, budget cycles, and stewardship.
4 weeks
01
Financial Fluency & University Budgets
Build a confident foundation in program finance, budget cycles, and stewardship.
4 weeks
01
Financial Fluency & University Budgets
Build a confident foundation in program finance, budget cycles, and stewardship.
02
Excel & Smartsheet Foundations
Create clean budget workbooks and live operational trackers.
4 weeks
02
Excel & Smartsheet Foundations
Create clean budget workbooks and live operational trackers.
4 weeks
02
Excel & Smartsheet Foundations
Create clean budget workbooks and live operational trackers.
03
Financial Systems & Purchasing
Navigate worktags and move purchases from requisition to payment.
4 weeks
03
Financial Systems & Purchasing
Navigate worktags and move purchases from requisition to payment.
4 weeks
03
Financial Systems & Purchasing
Navigate worktags and move purchases from requisition to payment.
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Foundational Practicum
Months 1 - 3
12 weeks
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Foundational Practicum
Months 1 - 3
12 weeks
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Foundational Practicum
Months 1 - 3
04
Documentation & Budget Tracking
Keep vendor records complete and connect project milestones to planned spend.
4 weeks
04
Documentation & Budget Tracking
Keep vendor records complete and connect project milestones to planned spend.
4 weeks
04
Documentation & Budget Tracking
Keep vendor records complete and connect project milestones to planned spend.
05
Excel Budget Construction
Build an editable program budget with assumptions, forecasts, and available balances.
4 weeks
05
Excel Budget Construction
Build an editable program budget with assumptions, forecasts, and available balances.
4 weeks
05
Excel Budget Construction
Build an editable program budget with assumptions, forecasts, and available balances.
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Guided Operations Practicum
Months 4 - 5
8 weeks
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Guided Operations Practicum
Months 4 - 5
8 weeks
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Guided Operations Practicum
Months 4 - 5
06
Expense Controls & Reconciliation
Develop a repeatable monthly review routine and resolve expense exceptions.
4 weeks
06
Expense Controls & Reconciliation
Develop a repeatable monthly review routine and resolve expense exceptions.
4 weeks
06
Expense Controls & Reconciliation
Develop a repeatable monthly review routine and resolve expense exceptions.
07
Event, Workshop & Conference Budgeting
Plan event costs, compare vendors, and model attendance and revenue scenarios.
4 weeks
07
Event, Workshop & Conference Budgeting
Plan event costs, compare vendors, and model attendance and revenue scenarios.
4 weeks
07
Event, Workshop & Conference Budgeting
Plan event costs, compare vendors, and model attendance and revenue scenarios.
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Independent Monthly Close Practicum
Months 6 - 7
8 weeks
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Independent Monthly Close Practicum
Months 6 - 7
8 weeks
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Independent Monthly Close Practicum
Months 6 - 7
Built at the intersection of creative thinking and structured execution.
Built at the intersection of creative thinking and structured execution.