Workshops

When budgeting is reactive or inconsistent, it affects more than just spreadsheets. Inaccurate forecasts, missed targets, and unclear communication can disrupt department planning, reduce trust between teams, and limit an organization’s ability to meet its objectives. This workshop introduces practical tools to help you develop and manage a department or organizational cash flow budget.

When financial statements are misunderstood or overlooked, the impact can ripple across departments. Leaders may delay action, risks can go unaddressed, and opportunities for improvement or growth may be missed. This workshop introduces the core financial statements—profit and loss, balance sheet, and cash flow—and shows how they work together to provide a complete picture of an organization’s performance.

When pricing decisions are made without a full understanding of the supply chain, costs can quietly add up. Missed efficiencies, incorrect assumptions, or poor visibility into fixed and variable costs can affect profitability and make it harder to stay competitive. This half-day workshop will give you the tools to evaluate your full supply chain and determine the real cost behind what you sell.

When working capital isn’t well-managed, operations slow down, short-term obligations become harder to meet, and the organization becomes less agile in the face of change. This workshop introduces practical tools to help you better manage the flow of cash, inventory, receivables, and payables in your organization or department.