Financial Literacy


Whether you’re starting a business, building the one you have, or stepping up to run a family business, you need a lot of information to help you make sound financial decisions. You’re not alone—millions of small businesses contribute every day to keeping America’s economy strong. Find out what you need to know to keep your business strong too.



 Financial Training


A Sound Investment

Increasing your financial intelligence is your organization through training is one of the few training classes that has a clear bottom line impact. When your employees, managers and leaders understand your key financial concepts, your financial goals and key measures, how to read the results, and how they make an impact, they are going to start working, managing and leading in a way that supports those goals and measures.

Financial results improve, motivation increases, turnover decreases, and everyone is focused on success.

Our courses focus on the concept of ensuring that they understand financial concepts and how that applies in your company. So they can immediately apply what they have learned to their jobs.


Students Have Told Us

  • Focus more on how decisions in their organization impact our financial results.
  • Have a better understanding of financial concepts that will help me to better manage my area of accountability.
  • Work with teams to better understand their responsibility to the bottom line results.
  • Take more notice of business costs with the understanding that their part to the business can make a difference.
  • Know what to look for and what things mean in financial meetings & reports.


Engaging Facilitators

Our facilitators know that people can walk into a class about finance feeling like they don’t want to be there, or concerned they won’t understand, or fearful that others will see that they don’t know the numbers. Our facilitators create an environment in which everyone feels comfortable and excited about learning.

  • There is a high level of interaction between facilitator and participants and between participants themselves, allowing for a depth of discussion that goes beyond the basics.
  • They share real world stories that illustrate financial concepts, bringing the concepts to life.
  • They share their belief in and excitement about finance – that it is easy, important, and relevant for everyone.
  • They are experts in facilitation and in finance.
  • They are “low-maintenance” professionals, traveling nationally and internationally to reach your employee base. They keep it simple—there is no complicated laundry list of needs.

Customized Content

All of our training is customized, so we will design and deliver a financial education program for your organization that is tailored to your target audience. We look at the needs of the organization, the needs of the audience, and discuss with you how to build a program that is an effective learning approach. We will develop an outline and then walk through with you to ensure your key concepts and measures are integrated into the program.

The Programs We Offer

Financial Intelligence Programs

Because we customize all our programs, this is a partial list. You can ask us for almost anything related to finance, and we can do it. Our most popular classes include:

  • Financial Intelligence for Employees
  • Financial Intelligence for Managers
  • Financial Intelligence for Leaders
  • Financial Intelligence for Salespeople
  • Finance for HR Professionals
  • Finance for IT Professionals
  • Finance for Engineers
  • Return on investment analysis
  • Reading financial reports
  • Shareholder value

Where to Start?

We can help you think through the appropriate content for your needs and target audience. We will discuss questions such as:

  • What results do you want to achieve with the course?
  • What are the measures, terms, and concepts that the leadership team typically refers to?
  • What is the target audience’s current level of understanding and use of the concepts?


Contact us to begin work on your training class right away.

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