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Our Financial Acumen Training & Advising serves individuals at all levels, from rising leaders to senior leaders, executives, C-suite, and business owners. Please complete the Contact Form below or email us directly at Kevin.Koharki@caecoach.org  to schedule a complimentary consultation.

Customizable

Each offering can be designed to fit your specific individual or organizational needs

Delivery-Ready

In-person, virtual, or hybrid based on your and your team's schedules

Applicable

Across all functions in your organization (e.g., sales, HR, IT, Ops, R&D, legal, etc.)

Industry

Industry-agnostic or industry-specific based on your and your team's needs

Foundational

Rising Leaders

Executives

What is the Program?

Part of development programs for junior-level employees

Ideal for employees who are approaching or have already achieved mid-level positions within their respective organizations

Ideal for employees with P&L, budget, funding request, and/or product or business unit-level responsibilities

Representative Topics

(Not Exhaustive,

Can be customized as needed)

  • High-level overview of your organization’s short- to long-term goals

  • Key metrics communicated by senior leaders to internal and external stakeholders

  • Demonstrating the direct impact of your role on the performance and value of the organization

  • Understanding income statement, profitability analysis, bookings, backlog and book-to-bill

  • Understanding the balance sheet, working capital accounts, and cash conversion cycle

  • Understanding the cash flow statement and EBITDA

  • Rising Leaders Topics, plus:

  • Capital allocation: NPV, IRR, WACC, payback period, ROI

  • Measuring business performance (ROIC, DuPont Analysis, ROCE)

  • Valuation Techniques

  • Capital structure and financing mechanisms

Standard Duration

One to Six Hours
(customizable)

Direct Benefits

  • Enhanced understanding of the goals and KPIs of your organization

  • Better communication of how employees’ roles and decisions impact both firm performance and value

One to Two Days
(customizable)

  • Read, analyze, and interpret financial statements for better understanding of performance

  • Improve decision making around profit and loss, working capital management, cash flow generation and preservation

  • Increase proactivity in identifying problems and developing solutions to present to senior leaders

Two to Four Days
(customizable)

  • Foundational + Rising Leaders Direct Benefits, plus:

  • Effectively communicate the financial value of their work to senior leaders and key stakeholders

  • Optimize senior leaders’ capital allocation priorities

  • Create business proposals with the greatest likelihood of receiving approval

  • Understand how external parties’ perceptions can shape corporate strategy

Testimonials
(click to read more)

“Knowing this material is necessary if you want to be in a leadership role.”

“We are now spotting inefficiencies and proactively trying to fix them.”

“I used to fear board meetings but am now an active, confident participant. Upon course completion I was promoted to Sr VP and now manage $1B+ of firm capital.”

One-on-One
Training & Advising

Personalized Training and Advising

Any of the above packages can be customized based on your career aspirations or more immediate needs for success in your current role.  Any topics not listed above can be easily included in your personalized learning plan, which can be delivered in-person, virtually, or a combination based on your desired schedule and pace.

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