Business Acumen Toolkit

Learn to  leverage financial tools to drive business success.

This course is for business owners looking to increase their understanding of how they can steer their business using financial tools. Topics include:

• Why it is important to understand finance.

• Basic financial statements.

• Management reports.

• Key financial ratios.

• Three levers that drive profitability.

• Controls and processes.

• Understanding the activities that drive financial results.

• Cost, volume, and profit.

• Measuring business results.

• Business planning.

Business Planning 101

Understand strategic and operational planning.

This course is for business owners and leaders wishing to increase their business planning skills. Topics include:

• What is a business plan?

• What is the difference between a strategic plan and an operational plan?

• Where do I start?

• Performing an assessment of your business.

• Understanding your competitive environment.

• Creating goals, KPI's, and strategic actions.

• Executing on your plan.

• Adjusting to changing conditions.

Finance for the Non-Financial Leader

Equip your non-financial leaders with the essential financial knowledge and skills to make informed business decisions.

Topics include: non-financial leaders at all levels of your organization. Topics include:

• The role of finance in business.

• Understanding financial statements.

• Budgeting and Forecasting.

• Cost management.

• Capital investment decisions.

• Financial performance and analysis.

• Understanding cash flow

• Incorporating financial information in decision making.

Effective Presentations Skills

Master keys  to effective presentations including tips for speakers, common pitfalls, and design.

This course is for speakers who wish to improve the effectiveness of their presentations. Topics Include: 

• Tips to improve your presentation abilities.

• How to avoid common presentation pitfalls.

• How to effectively design a PowerPoint presentation template.

• Understanding branding and brand guidelines.

Focus and Flow

Learn proven strategies for improving productivity and quality of work.

This course is for individual producers, new leaders, mid-career managers, and seasoned executives.  This course is open to professionals at any stage of their career interested in improving their time management and ability to get things done.  Topics Include: 

• Drivers of procrastination and common-sense solutions.

• Actionable and scalable productivity frameworks.

• Effective habit creation at the individual and corporate level.

• Business case studies.

Exit Strategy

Practical considerations for building value in your business and planning for what's next. 

This course is for business owners who are concerned about building value in their business. Topics Include: 

• What is a business exit strategy?

• Reasons for business exit.

• When to prepare your exit strategy.

• Understanding what you are selling.

• Factors that affect business valuation.

• Exit options.

• Life after business.