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Financial Acumen Training

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Are you confident in the financial literacy of your key leaders?  How about yourself?

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Based on our experience working with clients over the years, your answer is probably NO. 

 

YOU ARE NOT ALONE.  Many business owners, managers, and developing leaders have 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!

Get a financial literacy confidence boost!

Our small group trainings are designed for business owners, managers, and developing leaders in your company. You'll walk away with an understanding of the financial concepts, along with greater confidence as you return to your seat at the business.

Financial Acumen Training brought a deeper understanding of our financials through a guided study of our own data. I now have better tools to confidently review our financial forecasting with our ownership team and identify what questions need to be asked.

Working with Financial Documents

Financial Acumen training really helped me recognize the importance of KPIs and financials and showed how they impact the business. It helped me be well-informed and ask the right questions.

Great way to introduce the importance of understanding more about the financial operations of my company and how I need to be more involved in knowing where it's going, future growth, and be more in control of spending.

Financial Acumen training built my confidence as I prepared to take over the family business. Jayne met each participant where we were at and helped us level-up in our understanding with a comfortable, non-threatening approach.

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Financial Acumen Training

REGISTRATION DETAILS:

Limited to 10 participants per session, so register early!

Registration:  $1,750 per attendee includes course materials and three training sessions with final Case Study

 

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+ employees from the same business attend

May 1, 8 & 15, 2024 | 8-11AM

Green Bay, WI or Virtual

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COURSE OVERVIEW:

  • 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

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Intermediate Financial Acumen Training

Prerequisite: Financial Acumen Training

REGISTRATION DETAILS:

Limited to 10 participants per session

Registration:  $1,750 per attendee includes course materials, industry-specific data, and two training sessions

 

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+ employees from the same business attend

April 2 & 8, 2024 | 8-11AM

Green Bay, WI or Virtual

Taking Notes on Financial Report

COURSE OVERVIEW:

  • Obtain industry metrics to utilize within your business 

  • KPIs and metrics to improve profit, increase cash flow and anticipate business changes  

  • Understand working capital and the cash conversion cycle and actions to improve your cash flow 

  • Develop Trailing Twelve Month charts to identify trends and make business decisions 

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Private Financial Acumen Training

When you invest in your team's financial literacy, you give your leaders the knowledge and tools they need to make a positive impact on your business. Contact us to discuss scheduling private Financial Acumen Training for your team.

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