Lead your business through the numbers, not just react to them.

A 15-hour live program for owners and leaders who can read a P&L but want to actually use financial information to drive decisions, manage cash, evaluate growth, and build a business that scales.

Reserve your seat See the curriculum

DATES

Nov 03 – Nov 27Fridays, 5 sessions

TIME

9:00–12:00 EST15 hours total

FORMAT

Live on ZoomRecording access, 3 months

FEE

CAD $950Certificate included

What you’ll actually learn

Five practical skills, taught in the order they show up in a real business.

How to read and connect the income statement, balance sheet and cash flow statement

How to build cash flow forecasts and manage the cash conversion cycle

The key financial ratios and KPIs that drive better business decisions

How to evaluate growth investments using NPV, IRR and cost of capital

How to build a strategic financial plan connected to your long-term vision

Who this is for

Built for people already running or steering a business — not a first course in accounting.

Business owners and executives who want to lead their business through the numbers, not just react to them.

Managers and emerging leaders being groomed for greater financial and strategic responsibility.

Entrepreneurs planning growth, expansion or investment who want to make funding and capital decisions with confidence.

"This masterclass is ideal for anyone leading or growing a business who wants to move from ‘keeping the books’ to leading with financial insight. It is also well suited for finance and operations leaders who want a strategic, big-picture toolkit."

The curriculum

Five sessions, three hours each, in this order.

SESSION 1 · 3 HRS

Profit Leadership & Financial Foundations

Why financial leadership matters
The business performance equation: Revenue ≠ Profit ≠ Cash Flow
The financial architecture of a business
Income statement overview & understanding margins
Balance sheet overview & what it reveals
Cash flow statement overview
How financial statements work together
Case example: a business that looks profitable but has no cash
Key financial red flags & the financial leadership mindset

SESSION 2 · 3 HRS

Cash Flow Mastery & Financial Stability

Why cash flow matters to business survival
Revenue vs. cash reality
The cash conversion cycle
Managing the cash gap: receivables, payables and inventory
Cash flow forecasting basics & scenario planning
Canadian SME financing options: bank loans, lines of credit, BDC financing
Financial ratios for liquidity
Warning signs of cash stress
Case study: cash flow crisis

SESSION 3 · 3 HRS

Measuring & Improving Financial Performance

Why businesses often track the wrong metrics
Key performance indicators for business leaders
Profitability & operational efficiency ratios
Return on capital
Working capital management
Identifying profit leaks
Financial health scorecard & benchmarking performance
Business valuation basics
Case example: improving profit without increasing revenue

SESSION 4 · 3 HRS

Growth Investment & Capital Strategy

Financial decisions that drive growth
Evaluating growth opportunities
Introduction to investment analysis: NPV and IRR simplified
Understanding cost of capital
Debt vs. equity financing
Funding growth in Canadian SMEs
Investor expectations & how banks evaluate risk
Strategic capital allocation
Case study: expansion decision

SESSION 5 · 3 HRS

Financial Strategy & Long-Term Planning

Finance as a strategic leadership tool
Connecting vision to financial strategy
Strategic financial planning framework
Setting financial targets & balanced scorecard
Cost structure & profit optimization models
Building a financial dashboard
Leadership & financial culture
Risk management
Creating sustainable growth & final strategic exercise

Reserve your seat

Small live cohort, five Fridays, on Zoom.

PROGRAM FEE

$950 CAD

Covers all five live sessions, recordings, and every bonus listed opposite.

INCLUDED WITH REGISTRATION

Session recordings, available for 3 months
Financial strategy toolkit — cash flow forecast, KPI scorecard & dashboard templates
Certificate of completion
Access to the GrowthEDGE newsletter and blog