Basic Financial Skills Every L&D Professional Needs to Know ~ BizSIG

  • 06/13/2024
  • 12:10 PM - 1:00 PM
  • Webinar Link Provided upon Registration


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  • This does not apply to ATD National Members.
  • This does not apply to ATD National Members.

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While L&D professionals may not be computer scientists, we know how to use software programs for creating and delivering content.

And while you may have no interest being part of the accounting and finance team, you need to know how financial numbers affect... you, your budget, and your plans for the future.

Finance is the empire of business – profit and non-profit alike – and you compete with other departments for resources. Your understanding of finance provides you an edge in acquiring the budget and resources necessary to be the very best L&D professional possible.

Participate and leave with new tools for:

  • evaluating change
  • effectively setting clear targets, and 
  • utilizing measurement in communication with stakeholders.

Cozy up to the numbers and learn how the C-Suite evaluates L&D in their decision making.

Understand the numbers, ease your fear of numbersand open a world of opportunities for your career.

Program discussion includes:

  • Key accounting and financial terminology necessary for your L&D credibility
  • An understanding the role financial statements play in your L&D efforts
  • Insights into decision-making through the eyes of the C-Suite

About the Facilitators:

Rona Lewis  is a former C-level advertising sales exec and recognized expert in purposeful and attuned play for productivity. She may be reached at

Jeffrey Hansler,  CSP, CMP, is expert at organizational development, leadership, and persuasive communication, which includes skills of innovation, influence, negotiation, sales, body language, micro-expressions, finance, and authority. He may be reached at

Rona and Jeffrey are hosts of the BizSouls podcast, a podcast delving into the heart and soul of business and the people who make it happen. BizSouls is fast paced, funny and informative.

Visit the SIG page for the Schedule of Topics 

and expanded bios of your facilitators.

Earn Professional Professional Development Points

This program is worth 1 (one) Professional Development point. 
Find out more about APTD/CPTD Certifications here.


By registering for this event, I hereby give the Association for Talent Development, Orange County Chapter, its clients, agents, and assigns, full permission to use, publish and copyright photographic images, film images, video images, sound recordings, and any reproductions from these materials of me and/or my property or any part thereof, either in conjunction with or without using my name, and make changes or alterations therein and/or alterations thereto Worldwide in perpetuity. Some places these images and recordings may be used and posted include, but are not limited to, the Internet, emails, social media, etc.

If I do not provide permission, I understand I will not activate my web camera during the session.

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