seminar full day onsite / 3 x 90 minutes online


Business financial intelligence is a mindset and skillset few people have and all organizations need.

Can you imagine a business where everyone is working as if they owned the business? Picture what that would do to income, expenses, assets, and liabilities.

Completely tailored to your organization, this program helps people better understand the language of business, how their daily activities impact the organization’s money-making model, and what they can do to improve results.

At the heart of this program are “The 7 Components of Business Financial Intelligence”—customers, cashflow, profit, productivity, growth, teams, and community. Participants will learn hands on how their work impacts each component and will identify specific, measurable, actionable, realistic, and time-bound commitments to improve results.

This program also demystifies commonly heard and commonly misunderstood financial jargon such as depreciation, amortization, accruals, earnings-per-share, return on assets, EBITDA and capital appraisal methodologies such as net present value and the cost of capital.

In addition, participants will better understand the income statement, balance sheet, and statement of cashflow—most importantly, how their work shows up in each of the statements—and will be encouraged to consider how they can improve the financial health of the business.

In short, this seminar covers everything your CFO absolutely needs people to know.

Check out our accompanying programs, Finance for Non-Financial Managers and Earnings Call Debrief.

Business Financial Intelligence Book formats graphic
Here’s a summary of our Business Financial Intelligence program. Contact us if you’d like to see a detailed curriculum overview.


What is the fundamental principle that underpins this program?
  • Can you imagine an organization where everyone works as if they were an owner?


during the program, participants will …
  • Realize that all organizations run on the same essential financial principles.
  • See the benefits of building an intrapreneurial spirit within the organization.
  • Understand how their work impacts the organization’s money-making model

Behavior & Results

during the program, participants will …
  • Perform calculations to understand how the business performs and competes
  • Learn the vital importance of operating capital and how their work impacts results.
  • Understand their organization’s financial results and master commonly-heard terms.