Finance & FP&A
Corporate Training Programs Exclusively For Businesses:
“Design Your Perfect Finance/FP&A Training”
Give your team the know-how to deliver strategic insights, build better financial models, improve forecasting accuracy, and/or streamline financial planning. You choose. Invest in their growth!
Book a time a to see how we can help shape your Finance & FP&A Teams!
Best-Practices FP&A
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Data Storytelling
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Data Visualization
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Problem Solving and Decision Making
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Top 10 Leadershp Skills for Finance Professionals
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Cash is King/Queen for Business Professionals
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Business Partnering
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All-Star Finance Team (Vision, Mission, Values)
Best-Practices FP&A 〰️ Data Storytelling 〰️ Data Visualization 〰️ Problem Solving and Decision Making 〰️ Top 10 Leadershp Skills for Finance Professionals 〰️ Cash is King/Queen for Business Professionals 〰️ Business Partnering 〰️ All-Star Finance Team (Vision, Mission, Values)
Courses Offered
Courses Tailored to Meet the Needs of Your Staff
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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Training Testimonials
“Paul’s approach is fantastic and his ability to educate you on key principles and new formulas to help structure your data in the most efficient way is incredible. I would highly recommend any FP&A team to invest time and training on such an important skill set that all FP&A professionals should have.”
““Truly an incredible session that helped us sharpen our skills to be more effective at our jobs. Your hands on and example heavy approach really helped the team absorb the material quickly and implement in their day to day work faster.”
“Amazing sessions by Ron & Paul. Incredible rapport between both of them. Valuable, practical and digestible content for us to get closer to the problems we are solving.”
