Finance and Accounting Essentials for Product and Product Marketing Managers


1 day. By mutual agreement, this course may be delivered as two half day courses. This is an in-house course that can be delivered on-site or off-site.


This course is intended for Product Managers and Product Marketing Managers of any level who have a limited understanding of accounting and finance principles.


After completion of this course you will have a good understanding of the basics of accounting and financial management and how to make you products and solutions more profitable, how to communicate effectively with your Chief Financial Officers / Financial Controllers / accountants, and how to use accounting and financial management principles with the Product Manager or Product Marketing function.


General Accounting Principles

  • Double Entry Bookkeeping
  • Financial statements
    • Income statement
    • Balance sheet
  • Budgeting
  • Depreciation methods
  • Accruals
  • Tax
  • International
  • Key ratios / management metrics
    • Balance sheet metrics
    • P&L metrics
    • Operating leverage
    • Analysing Cost Of Goods Sold (COGS)
    • Analysing Gross Margin (GM)

Product Specific Items

  • Return on Investment and project evaluation
    • Cost of capital concept
    • Breakeven volumes and time to breakeven
    • Payback period
    • NPV analysis
  • Introduction to business models


  • Printed copies of all materials and slides used in the course
  • Electronic copies of all templates and worksheets used or demonstrated in the course
  • Lunch if applicable
  • Certificate of completion
  • Credit towards the investment in other Multiplier courses


This course is a tailored training solution that will be customised for a specific customer’s needs.  Pricing is dependent on the number of participants.


Geoff BrashGeoff is an entrepreneur, investor and business mentor with significant experience in developing, marketing and selling advanced solutions for international markets. He is the founder of GBJ Innovation, working with various organisations, entrepreneurs, and startup companies to help startups succeed in New Zealand. Prior to GBJ Geoff was a co-founder of SLI Systems, a public company with customers worldwide, where he held positions of CFO, VP of Marketing, and VP of Business Intelligence. He is a board member of Canterbury Angel Investors and Trustee for the Ministry of Awesome. Geoff has served as the Programme Director of the Christchurch 2015 Lightning Lab Programme, Chair of the Canterbury Software Cluster, co-organiser of Startup Weekend Christchurch, a University of Canterbury Entre competition mentor. Geoff holds an MBA from Massey University.


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