Member's Portal
Overview
- Practical 2-day workshop designed to build financial confidence for non-finance professionals.
- Clear, jargon-free introduction to core finance concepts, terms, and business performance drivers.
- Covers the essentials of profit and loss, balance sheet, cash flow, and working capital.
- Shows how finance connects to everyday decisions in operations, sales, HR, projects, and management.
- Includes hands-on activities in budgeting, pricing, profitability, forecasting, and business case thinking.
- Focuses on real-world application so participants can interpret numbers and ask better business questions.
- Ideal for managers and teams who need financial understanding without formal finance training.
Schedule - Day 1
- Welcome and workshop introduction: setting expectations, objectives, and why finance matters for non-finance professionals.
- Introduction to finance and key terminology: understanding how businesses make money and the meaning of core financial terms.
- Reading the income statement: exploring revenue, costs, profit, and the main drivers of financial performance.
- Understanding the balance sheet: learning what a business owns, owes, and retains over time.
- Cash flow and working capital basics: seeing how cash moves through a business and why profit does not always equal cash.
- Bringing the numbers together: connecting the income statement, balance sheet, and cash flow through practical examples.
Schedule - Day 2
- Welcome back and recap: revisiting key Day 1 concepts and answering any questions before moving into application.
- Cost, pricing and profitability: understanding margins, break-even, and how pricing decisions affect business performance.
- Budgeting and forecasting: learning how plans are built, monitored, and adjusted against actual results.
- Investment decisions and business cases: using simple finance tools to assess projects, spending, and return on investment.
- KPIs and finance in everyday decisions: connecting financial thinking to practical choices in operations, sales, projects, and management.
$1,750.00
per person (incl. GST)
For the 3-day workshop, includes:
- Morning & Afternoon Tea
- Lunch
- 12-month access to the online learning portal
10% Discount
Group bookings 5 – 9 participants attending the same workshop.
20% Discount
Group bookings 10 – 20 participants attending the same workshop.
GROUP BOOKINGS
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