This workshop is perfect for in-house groups and teams looking to enhance their financial management and literacy skills, and confidently navigate key financial concepts.
Participants will learn to understand and use essential financial statements, analyze budget variances, and take actionable steps to meet budget goals. Whether onsite or offsite, this workshop equips your team with the knowledge to make smarter financial decisions and engage more effectively with your organisation’s numbers.
- Understand key financial terms and use them with confidence.
- Understand the 3 key financial statements - Profit & Loss, Balance Sheet and Cash Flow Statement
- Understand Budget variances and recommend corrective action for achieving budget goals.
- Motivate your teams to engage with the numbers.
This is a 6 hour, in person workshop designed for teams of 10-12 people. The workshop is delivered onsite, or offsite at a location of your choice.

This series of masterclasses helps finance professionals have greater influence, so that they can advise their stakeholders to act. It’s like having a mini-CFO at every table!
- How can Finance elevate those around them to become good forecasters.
- Think like a scientist - how to set up small, simple forecasting experiments.
- Think like a journalist - How to look for more than one source of credible data
- How to work together with the business to uncover insights which educate, influence and have greater impact.
This six-month program is delivered as a series of online masterclasses with the option of a face-to-face workshop at the end of the program to bring together all the key outcomes.
The program is designed for up to 12 participants and is ideal for Finance Leaders and their teams.