Financial Skills Workshop

A Two-Day Workshop for Owners and Leaders in Kiwi Businesses Who Make Impactful Financial Decisions

Being able to analyse, control, and then make the right decisions based on your financial information is critical for business success. Financial literacy can enable smarter and more effective long-term financial planning. It can also help to locate hidden opportunities you didn’t know existed.

In-Person Group Workshop  |  $2,195 + GST Per Person

This workshop can also be customised for your business and delivered internally. Get in touch to learn more.

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What You'll Learn From This Workshop

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Financial Report Analysis

Analysing your accounting reports

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Profit Planning

Creating and managing profit plans

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Informed Business Decisions

Using basic ratios to make business decisions

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Financial Forecasting

Cash flow forecasting and positive cash flow modelling

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Leverage Cash Flow

Developing action plans to find and extract ‘dormant’ cash flow

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Operational Performance Analysis

Analysing operational performance by capital and cash consumption

The Details 

The Financial Skills Workshop is a two-day workshop created for owners, senior managers and any team member who makes decisions affecting the financial performance of the business. 

This two day workshop will give you a detailed understanding of financial reporting to develop better budgeting and cash flow management. You will be able to read, forecast and manage the numbers behind the business and develop an action plan to improve financial stability.

By the end of the workshop, you’ll be able to draw critical insights from your financial statements to develop and implement better budgeting and cash flow management systems.

Learning Topics & Outcomes

  • Learn how to read and understand your accounting reports
  • Learn how to create and manage profit plans
  • Learn how to use basic ratios to make business decisions
  • Design a cash flow forecasting template
  • Develop a business model and strategies for creating positive cash flow
  • Analyse operational performance to discover where working capital and cash is being consumed at high rates
  • Develop action plans to find and extract ‘dormant’ cash flow in the existing business structures

Over
600
participants have completed the workshop

Average Facilitator Rating Of

9.8 / 10
From 2017 to 2023

NPS of
92
Net Promoter Score over 50 is considered excellent

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Facilitator: Matt Bellingham

Matt has over 30 years of experience in Chartered Accounting, and has extensive advisory and governance experience across a wide variety of industries. He founded Bellingham Wallace with Aaron Wallace in 2012 with a  vision to build an accountancy business that was truly different from the rest, which puts their clients first and delivers practical, top quality, and understandable advice. Matt is recognised as a top-class speaker and presenter on financial, advisory, and governance topics and has worked with The Icehouse since 2011.

Product Focus: Financial Skills

This webinar, presented by Matt Bellingham (Workshop Facilitator) and Bryar Stewart (Community Lead) discusses the Financial Skills Workshop

Matt highlights what attendees get out of the workshop, tips for owners and leaders wanting to get a better understanding of their finances, the importance of understanding the numbers, Matt's experience, career journey and more.

 

 


Want to join us on a workshop? Book your seat below.

The Icehouse workshops are registered for Capability Development Funding available through the Regional Business Partner Network. We can connect you to your local Regional Business Partner for more information.

 

6 - 7 Mar, 2024
09:00am - 05:00pm
Financial Skills - Auckland
The Icehouse - Parnell
15 - 16 May, 2024
09:00am - 05:00pm
Financial Skills - Hamilton
BNZ - Hamilton Partners Centre
6 - 7 Aug, 2024
09:00am - 05:00pm
Financial Skills - Christchurch
BNZ - Christchurch Partners Centre
3 - 4 Sep, 2024
09:00am - 05:00pm
Financial Skills - Napier
Venue TBC
5 - 6 Nov, 2024
09:00am - 05:00pm
Financial Skills - Auckland
The Icehouse - Parnell
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It was quite a small group, which was really fantastic, because when you have bigger groups you sometimes feel you don't get as much out, but this was perfect. I’m still in touch with my course mates and they love my wine, which is a bonus!

Eva Pemper

Founder and Owner of Eva Pemper Wines
Financial Skills Workshop Attendee

Not sure where to start?

Let us help find the right solution for you by telling us a little bit about you and your business.

Not sure where to start?

Let us help find the right solution for you by telling us a little bit about you and your business.

Not sure where to start?

Let us help find the right solution for you by telling us a little bit about you and your business.

Not sure where to start?

Let us help find you the right solution by telling us a little more about you and your business.