Financial Education That Fits Your Business Reality
We've spent fifteen years watching businesses struggle with financial literacy gaps. Not the theoretical stuff you'd find in textbooks, but the practical challenges that emerge when your team needs to make budget decisions or interpret quarterly reports. Our programs address that gap.
Discuss Your Team's Needs
Philippa Nordberg
Corporate Education Lead
We Build Programs Around Real Workplace Scenarios
Back in 2018, we worked with a mid-sized logistics company where their operations managers couldn't interpret the monthly P&L statements. They were smart people, but financial documents felt like a foreign language. So we built a program that started with the documents they actually used and worked backwards from there.
That approach stuck. Now our programs start with a conversation about what your team actually does and where financial understanding breaks down. Maybe it's procurement teams who need to evaluate supplier proposals. Or project managers who overshoot budgets because they don't understand cost allocation. Whatever it is, we design from that point.
Philippa and her team meet with you first. They spend time understanding the financial decisions your staff make weekly. Then they create modules that address those specific challenges, using your industry's context and sometimes your actual financial frameworks as learning materials.
Three Program Structures We've Found Work
These aren't rigid packages. Think of them as starting frameworks that we adapt based on what your business needs and how your team learns best.
Fundamentals Workshop
For teams who need baseline financial literacy. We cover reading financial statements, understanding budgets, and basic ratio analysis. Delivered on-site over two full days with practical exercises using anonymized versions of real business scenarios.
Available September 2025Decision-Maker Series
Six half-day sessions spread over three months for managers who approve budgets or evaluate financial proposals. Includes cost-benefit analysis, risk assessment frameworks, and interpreting financial forecasts. We work through case studies from your industry.
Starting October 2025Custom Integration
When standard programs don't fit. We design learning experiences around your specific processes, maybe integrating with your financial systems or focusing on particular challenges like capital investment evaluation or merger analysis. Timeline and format vary based on needs.
Contact for 2026 planning
What Changes After the Training
- Your managers stop avoiding financial conversations because they actually understand the numbers being discussed and can contribute meaningfully to budget planning meetings
- Project proposals include realistic cost projections instead of optimistic guesses that lead to mid-project funding requests and timeline delays
- Department heads can spot problematic trends in their monthly reports before they become serious issues requiring intervention from finance leadership
- Cross-functional teams communicate better because everyone speaks the same financial language and understands how their decisions affect broader business performance
- Your finance team spends less time explaining basic concepts and more time on strategic analysis that moves the business forward
Let's Talk About Your Team's Financial Literacy
We typically start with a conversation about where financial understanding breaks down in your organization. No pressure, no sales pitch. Just an honest discussion about whether we can help.