Corporate Training for FP&A and Finance Professionals

Meet Your Trainers

Paul Barnhurst

Paul is a Finance Professional with 12+ years of finance and FP&A experience, including business unit CFO roles. Paul earned a business bachelor's degree from BYU and an MBA and Master of Science in Information Management from Arizona State University.

Paul has a strong background in financial planning, financial modeling, report building, and business partnering. He is known for his deep understanding of the FP&A software planning space and has recently published an FP&A software market guide. He is also a big advocate of Microsoft Excel and is a LinkedIn influencer.

Paul runs his own business providing training services, is a content creator, and hosts one of the most popular FP&A Podcasts called FP&A Today.

Ron is a Finance & Business Professional with 15+ years of finance and FP&A experience, including VP of Finance at a Canadian beverage company. Ron earned his Bachelor of Commerce degree from the University of Toronto and has his CPA, CMA designations. Ron has worked at several top-tier companies, including Hitachi, Kraft Foods, and Campbell Soup.

Ron facilitates training sessions for Clear Concept Inc. and is the lead facilitator for the high-performance team’s program. He is also a ‘Culturepreneur coach’ for Waterstone Human Capital.

Ron has a deep understanding and passion for helping Finance and Accounting individuals develop world-class communication and presentation skills.

Course 1: Storytelling, Business Partnering, and Influencing for Finance Professionals

Target Audience: Analysts, Managers

Learning Objectives:

• Gain an understanding of why soft skills are so important

• Learn and practice practical strategies to improve storytelling, business partnering, and influencing skills

Instructors: Ron Monteiro and Paul Barnhurst

Session Availability:

• 1.5 Hours

• 3 Hours

• Full Day

Course 2: Best-Practice FP&A (Budgeting, Analysis, Visualization, Storytelling, and Influencing)

Target Audience: Analysts, Managers, Directors

4 Course Sessions Include:

• FP&A Overview & Analytics That Drive Insights

• Best Practices in Budgeting & Forecasting

• Management Reporting & Best-in-Class Data Visualization

• Business Partnering, Storytelling & Influencing

Instructors: Ron Monteiro and Paul Barnhurst

Session Availability:

• 2 hours up to 2 days

• Virtual cohort course, register individual employees for a session today at Best Practices FP&A Course

Course 3: Practical Excel for Finance Professionals (Beginner to Advanced)

Target Audience: Finance Professionals

Learning Objectives:

• Learn ways to be more efficient and effective with Excel

• Learn best practice design principles for building models

• Utilize tables, pivot tables, Power Query, functions, and Dynamic Arrays to be more effective and efficient working in Excel

Instructors: Ron Monteiro and Paul Barnhurst

Session Availability:

• Any length available from 1 hour to a full day

Course 4: Problem-Solving and Decision Making (PSDM) for Finance Professionals

Target Audience: Analysts, Managers

Learning Objectives:

• Learn a structured approach to define and analyze problems

• Apply the PSDM framework to case studies designed to simulate the actual work environment

Instructors: Ron Monteiro and Paul Barnhurst

Session Availability:

• 1.5 Hours

• 3 Hours

• Full Day

Course 5: Top 10 Leadership Skills for Finance Professionals

Target Audience: People Leaders

Learning Objectives:

• Learn practical skills to develop a common approach to building engagement with your teams

• Learn proven methods for building a high-performing team

Instructors: Ron Monteiro and Paul Barnhurst

Session Availability:

• 1.5 Hours

• 3 Hours

• Full Day

Course 6: Best-Practice Data Visualization

Target Audience: All Finance Professionals

Learning Objectives:

• Learn best practice techniques on how to build visuals that tell a story

• Learn how to build several visuals that will enhance your finance presentations

Instructors: Ron Monteiro and Paul Barnhurst

Session Availability:

• 1.5 Hours

• 3 Hours

• Full Day

Course 7: Cash is King/Queen for Business Leaders

Target Audience: Finance or Cross-functional business teams

Learning Objectives:

• Learn practical strategies to drive cash flow and working capital improvements

• Gain in-depth knowledge on working capital and cash flow levers, including (OI, DPO, DSO, DIO, and Capital)

Instructors: Ron Monteiro and Paul Barnhurst

Session Availability:

• 1.5 Hours

• 3 Hours

• Full Day

Course 8: All-Star Finance Team Vision, Mission, Values)

Target Audience: All Finance Professionals

Learning Objectives:

• Learn how to build a vision statement that inspires and motivates your team

• Develop an action plan to implement your team's vision, mission, and values

Instructors: Ron Monteiro and Paul Barnhurst

Session Availability:

• 4 Hours

• Full Day

Note: If you do not see a course your finance department needs, please reach out and we will customize a course to meet your team’s needs.

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