Hands-On Financial Workshops
Build real-world financial planning skills through interactive sessions designed for business teams. Each workshop combines theory with practical exercises that you can apply immediately.
Reserve Your SpotWorkshop Schedule
Our workshop series runs from August through November 2025. Each session builds on previous concepts while remaining accessible to newcomers. You can join at any point or attend the full series.
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1August 15, 2025
Budget Planning Fundamentals
Start with the basics of creating realistic budgets that actually work. We'll walk through real business scenarios and help you build frameworks you can use right away. Bring your calculators – we're going hands-on from minute one.
Duration3 hoursMaterials ProvidedPlanning templates -
2September 20, 2025
Cash Flow Analysis
Understanding where money actually goes versus where you think it goes. This session focuses on tracking techniques and identifying patterns in spending. You'll leave with tools to monitor cash flow more effectively.
Duration4 hoursMaterials ProvidedAnalysis worksheets -
3November 20, 2025
Risk Assessment Strategies
Learn to identify and evaluate financial risks before they become problems. We'll cover practical methods for assessing different types of financial exposure and creating contingency plans that make sense for your situation.
Duration3.5 hoursMaterials ProvidedRisk evaluation tools
Meet Your Workshop Leaders
Our instructors bring years of practical experience working with businesses across Canada. They focus on teaching concepts you can actually use rather than theoretical frameworks that gather dust.
Kieran Blackwood
Kieran has spent fifteen years helping small to medium businesses get their finances organized. He's particularly good at explaining complex concepts in ways that make sense to non-accountants. His workshops focus on practical tools rather than abstract theory.
Sage Montgomery
Sage brings a background in both corporate finance and small business consulting. She's known for creating exercises that mirror real-world situations you'll actually encounter. Her approach emphasizes building skills through practice rather than memorizing formulas.