Building Financial Capability That Actually Sticks

We've spent the past three years working with Australian business teams who were tired of generic finance training that disappeared the moment people walked out the door. Our programs focus on what actually happens in your daily work — not textbook theory.

Most finance education treats everyone like they're preparing for an accounting exam. But your team doesn't need that. They need to understand cash flow when making decisions, spot financial risks before they become problems, and communicate about money without the jargon getting in the way.

Our autumn 2025 cohort starts in late August. We're keeping groups small because real learning happens through practice and conversation, not lectures to 50 people at once.

Team members collaborating on financial planning strategies in modern office environment

What Drives Our Approach

These aren't marketing points. They're how we actually run our programs — and what participants tell us makes the difference.

Real Scenarios

We use actual situations from Australian businesses. Last year that included supplier payment decisions, pricing strategies when costs jumped, and how to read financial reports that weren't making sense.

Safe Practice Space

People need room to ask what might feel like basic questions. Our sessions create that environment because everyone's coming from different starting points with finance.

Applied Learning

Between sessions, you work on finance challenges from your actual workplace. Not hypothetical case studies — your real numbers, your real decisions, with guidance along the way.

Practical Tools

We've built templates and frameworks that teams actually use after the program ends. Simple spreadsheets for tracking, decision guides for spending, ways to spot warning signs early.

Ongoing Support

Three months of follow-up sessions because questions come up when you're applying this stuff for real. We don't just deliver content and disappear.

Team Context

Finance decisions affect everyone differently depending on their role. We work through how purchasing, operations, and leadership each interact with the same financial information.

How the Program Actually Works

We run eight core sessions over twelve weeks, meeting fortnightly. Each session is three hours — long enough to dig into real problems but short enough that people aren't losing half a workday.

The first two sessions cover fundamentals, but not in the way you might expect. Instead of starting with definitions and theory, we begin with financial decisions your team has made recently. Then we unpack what information would have helped, what was confusing, and build understanding from there.

Sessions three through six focus on specific areas: understanding financial statements without an accounting background, making spending decisions with incomplete information, forecasting when you can't predict everything, and communicating about finances across different roles.

The final two sessions bring it together. Teams present challenges they've worked through, we address gaps that emerged, and build plans for continuing this work independently. You'll also develop a financial communication framework specific to your team's needs.

Between sessions, there's roughly two hours of applied work — not homework for homework's sake. You're taking concepts from the session and applying them to something relevant in your role. Most participants tell us this between-session work is where things actually click.

Our next program begins August 25, 2025 and runs through mid-November. We'll also have an early 2026 cohort starting February if autumn doesn't work with your schedule.

What You'll Walk Away With

Financial Literacy for Your Context

Not generic finance knowledge — understanding that's directly applicable to your team's decisions and challenges. You'll know how to read the financial information relevant to your work, spot issues worth escalating, and participate meaningfully in budget conversations.

This isn't about becoming an accountant. It's about having enough fluency with financial concepts that you're confident making day-to-day decisions and knowing when you need deeper expertise.

Decision Frameworks You'll Actually Use

Simple tools for common financial decisions. When should you approve that purchase? How do you compare options with different cost structures? What questions should you ask before committing budget?

These aren't complicated spreadsheets. They're practical frameworks that help you think through decisions systematically without needing an MBA.

Practical Communication Skills That Bridge Roles

One of the biggest challenges teams face is that finance people and non-finance people talk past each other. We spend significant time on translation — how to ask for what you need, explain financial constraints to your team, and have productive conversations about trade-offs.

Participants consistently tell us this communication piece changes how their teams function. When everyone can discuss financial implications clearly, decisions get better and tensions decrease.

Siobhan Everhart

Lead Facilitator

Ongoing Support Network

After the core program, you'll have access to monthly check-in sessions for six months and a peer network of other program participants. Real learning continues after formal sessions end, and having people to consult makes a difference.

Past cohorts have found these informal connections incredibly valuable — sometimes just knowing who to call when you hit a finance question is enough.

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