This 6‑month Financial Literacy series helps leaders move from reacting to their numbers to using them to drive confident decisions. Each 3 hour monthly session combines clear, expert teaching with practical, hands‑on work using real‑world examples and participant scenarios. Click here for the preliminary topics​. 

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Who this course is for:

• Owners and leaders who want to truly understand their financial statements, not just hand them to a bookkeeper or CPA.​

• Family and closely held businesses preparing for growth, financing, or succession and needing a common financial language.​

• Busy entrepreneurs who prefer short, focused sessions with immediately usable tools rather than theory‑heavy classes.​

What participants will learn:

Over six monthly workshops, participants will:

• Decode income statements, balance sheets, and cash‑flow reports so they can quickly spot trends and issues.​

• Build and manage realistic budgets and “what‑if” scenarios that guide hiring, investment, and cost decisions.​

• Map out their biggest financial risks and create practical plans to reduce them, from cash buffers to insurance and systems.​

• Learn how banks and lenders think, and practice making a clear, credible funding request.​

• Clarify key tax planning questions to bring to their advisors, so tax season becomes part of strategy rather than a last‑minute scramble.​

• Use strategic financial analysis or business valuation basics to understand what drives long‑term value and owner wealth.​

How each session works:

• Expert‑led: Each month features a seasoned financial professional who translates complex concepts into plain language.​

• Hands‑on: Participants work through guided exercises, case studies, and simple templates they can take back to their business.​

• Action‑oriented: Every session ends with a concrete next step for their own company—no vague homework, just focused actions that build over the six months.​

Key benefits:

• Better decisions: Ability to read their numbers and make choices with more clarity and less stress.​

• Stronger conversations: More confident and effective when talking with bankers, CPAs, partners, and family stakeholders.​

• Long‑term impact: By connecting day‑to‑day financial habits with risk, tax, and valuation, the course helps owners protect and grow both the business and the family’s long‑term wealth.

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Reach out today if interested in more information or to join the waiting list. $200/session or $1,000 for the entire course.