Finance for Non-Finance Personnel

By Ted Estacio
This is for non-finance corporate personnel to introduce the role and function of Finance in any business and how they can help achieve profit targets, market expansion and ultimately giving back what is due to its stakeholders.

By the end of this Seminar, participants will be able to:


  1. Introduce the Finance function and illustrate Finance concepts and how they are practiced in most businesses.
  2. Discuss the role of the various corporate division and how the Finance function can help them achieve their goals and objectives and the  Corporate Profit targets in general.
  3. Present in simple layman terms how the various Finance functions and tools can help in the day to day management of the company.   

Department heads with little or no Finance background, Senior Rank and File employees, Senior support employees  coming from  I.T., Research , Human Resource, Supply chain  and Customer Service. Students or those who want to learn more about Management and Finance. 


1. A definition of the finance function.  Areas of finance.  Responsibilities of a Finance Manager.  Goals of Finance. 

2. Difference between Corporate Finance and Personal Finance. Sourcing and Using of company Funds. 

3. Difference between Corporate Finance and Accounting. Preserving the Company resources.Managing the risks. 

4.  How Finance helps in driving Sales and Marketing. Use of Budgets and Profit Plans.

5.  Managing the Financial Statements for the layman. 

6.  Tools of the Trade – Strategic Planning, Managing Competition, Gross Margin Analysis and your Source of Sales Planning. 

7.  Cost of I.T. and Human Resource management.  A question of Sourcing it out or maintaining In House services. Trends and Practices. 

8.  Banking Relationship, Managing your Taxes and complying with LGU ordinances. 

9. The future of finance in a nutshell.

Mr. Estacio earned his Bachelor of Science in Commerce major in accounting from UST and is a CPA by profession. He finished his Masters in Business Administration at DLSU Taft and his Management Development program at the Asian Institute of Management. He also has a Certificate in Cooperative Education from the Marburg University in Germany and is presently an accredited trainor by the Cooperatives DevelopmentAuthority. He is a Licensed Financial Adviser and is a Registered Financial Consultant with the IARFC of Oregon,USA.
Mr. Estacio has long years of working experience in Finance having been with Audit, Credit, Operations Treasury , Finance, Regional Planning and Financial Controllership with different local and multinational companies. His work also included Sales, Sales Services and Marketing focusing on Direct Selling and Network Marketing both here and abroad.
As a trainor, he has coached independent sales force in finance, Operations, Marketing, cooperatives and Entrepreneurship. His clients include multinationals belonging to the top 300 big companies of thePhilippines, the University of Asia and the Pacific, Drake, Beam and Morin and the Center of Small entrepreneurs. He has handled training of senior executives from Avon Regional Office in Hongkong and later on in various cities of Indonesia as Expat-GM in a Malaysian based Network Marketing company. He also trained in the new Service Centers he helped established in Africa more specifically in Uganda, Kenya, Tanzania, Mali and South Africa.