Based on our experience working with clients over the years, your answer is likely "No."

THERE IS NO SHAME IN THIS.  Many business owners, managers, and developing leaders have progressed or entered into these roles, not because of their financial acumen, but rather due to expertise in operations, sales, human resources, or a technical field.


However, in these key positions, the ability to understand how what you do every day impacts the financial performance of the business becomes a critical skill to coach, develop, and generate results. 


The good news - financial literacy can be learned.

Why your peers are attending...

"I need to better understand company financials, in general. When I look at a budget, and all of the different line items, it is overwhelming to me."

"I want to develop my vocabulary so that I can have an independent and productive conversation with my accountant, my CPA, my banker, and my team without having my accountant hold my hand through all of it."

"So much of my job is not talking about accounting so I'm excited to take this class and get a knowledge boost in this area."

Over the course of 3 interactive half-days of training, we will cover the following topics:

  • Basic Accounting

  • Types of financial statements: Balance Sheet, Income Statement, Cash Flow Statement

  • Financial Performance: key metrics, Key performance indicators (KPIs), benchmarking

  • Preparing Cash Flow projections

  • Debt/financial and capital purchases

  • Budgeting basics

  • Applied learning exercises

  • Final Case Study/Presentations

In these sessions we'll encourage you to share financial information [confidentially] to help apply the teachings to your business and industry. You'll walk away with an understanding of the financial concepts, along with confidence as you return to your seat at the business. 

Session Dates & Registration Details

Limited to 10 participants per session

  • $1500 per attendee includes course materials and 3 half-days of training

  • A $500 deposit will be invoiced after you register, with the remainder due 45 days prior to the session start date

  • 10% discount when 3 or more employees from the same business attend

  • Location:  Journey Consulting, 340 N Broadway, Ste 468, Green Bay, WI

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Questions? Feel free to contact Journey Consulting at (920) 770-4141 or