An educational series designed to teach you all you need to know about the core financial statements your company is using to summarize important financial information about your business. This course is designed to give you the tools you need to think critically about your business case and how to tell a story with financials. Members only.

Available On Demand For You or Your Whole Team

COURSE CERTIFICATE AWARDED UPON COMPLETION.

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the benefits

At the end of this series you will be able to:

Have informed discussions with your peers and business partners on an array of accounting concepts,

including debits, credits, assets, liabilities, equity, revenue, expenses, income, profits, losses, margins,

and working capital

Understand and interpret the three main financial statements: Balance Sheet, Income Statement (aka

Profit & Loss), and Statement of Cash Flows

Tell a story about a company’s level of performance by analyzing figures and metrics derived from their financial statements

 

A $1000 Value, Free When You JOin POPS for $595

A revolution is underway, and you're leading the charge. Join POPS and get access to this certification, as well as thousands in value.

See the POPS Member Benefits

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EVERYTHING YOU GET

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Members

No salespeople allowed. A highly-vetted network of only People Ops Professionals​.

Value: $100/mo

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Forum

Connect with Peers in real-time about human-centered topics on the forum.

Value: $200/mo

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Resources

Policy templates, playbooks, and thought pieces from your POPS peers.

Value: $99+/each

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Interactive Sessions.

Brainstorming sessions, classes, and interactive sessions with your peers.

Value: $499+/each

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Vendor Recommendations.

Vendor reviews and recommendations from the community.

So. Much. Time. Saved.

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White-Glove Service.

The POPS team will help you create/source resources you need.

Another plu$!

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Free POPS schwag!

Priceless but awesome!

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+Plus free PERKS Convention tickets
for your team ($480+) and 20% discount on SHOWCASE™ Virtual Benefit Fair Software

($500-$6,000 savings)!

Membership - $595/Yr

12 Month All-Access Pricing (All Inclusive)

COURSE SYLLABUS

Happy employees. Happy company.

SESSION 1

Basic Accounting Concepts & The Balance Sheet

Assets, liabilities, equity... We’ll cover all the ‘fun’ and incredibly important concepts to know and understand to add value to any business. We’ll review the important concepts that govern basic business accounting and you’ll walk away knowing what a Balance Sheet is as well as how to read it and use it as a tool.

SESSION 2

P&Ls & Cash Flow Statements

What is a Profit & Loss statement? Are we making money? Can we afford this new headcount or benefit expense before I pitch it? In this session we’ll deep dive into the

additional two financial reports that are crucial to business success, as we arm you with all you need to know to understand the health of your business, the impacts of certain

expenses, and how businesses manage cash (vs. profits). Your CFO is gonna flip!

SESSION 3

Other Business Metrics

All the acronyms on this one: KPIs, ARR, MRR, COGS, GP, GM... need we say more? Get ready to take notes and add all these terms (and more!) to your repertoire in Session 3

SESSION 4

Telling Stories with Financial Reporting

In our last session we’ll weave together our newly learned concepts and real life/interactive examples of companies and their financial stories to bring the power of financial reporting home. We’ll use case studies and various statements to discuss the concepts from prior sessions and give you the power to tell stories back to your team!

 
 

POPS FOR YOUR TEAM

The same great member benefits, at a discounted rate so your whole team can take advantage.

Small Team Membership

Up to 5 Members

$235 / mo

Large Team Membership

Up to 10 Members

$450 / mo

Looking for a customized package, or have questions? Send us an email.

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Ready to join the movement?