Let’s Talk Finance

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Speak the language of decision-makers.

 

A few years ago, I launched a quarterly learning exchange for commercial operations teams, focused on earnings reports and financial reporting for publicly traded companies. The goal was simple: strengthen financial knowledge and build business acumen. The response was overwhelmingly positive — and it sparked a deeper commitment to help non-finance professionals confidently engage with the language of business.

 

Today, I facilitate Let’s Talk Finance, a hands-on course designed to make accounting, finance, and business not just understandable — but interconnected.  Delivered in collaboration with Wealthvox, a global education company that helps organizations improve their financial conversations, the course blends standard and client-directed examples tailored to reflect your industry and business realities.  Accredited. Adaptable. Built for real-world conversations.

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How Is This Course Differentiated?

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Let’s Talk Finance uses Color Accounting™—an intuitive, visual approach that shows how accounting, finance, and business interrelate, not just interact.  Used by top-100 law firms, international banks, global companies, and leading universities, this learning method makes financial concepts approachable and immediately applicable.  By course end, financial literacy is achieved and serves as a business communication skill, not just a technical one. 

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If you're accountable for financial decision-making—or responsible for telling a compelling value story—this is your next step.

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Who Should Attend

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• Professionals responsible for financial performance (P&L), budgeting, or billing (AP/AR).

• Commercial leaders managing accounts who communicate business narratives in B2B settings.

• Those preparing for leadership roles and seeking to upskill for succession planning.

• Attorneys seeking to improve financial comprehension; interpret financial reports of client customers

• MBA graduates looking for a practical, narrative-based refresher

 

By Course End, Participants Will Be Able To:​

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• Describe key features of a business entity — including its structure, purpose, and typical transactions

• Interpret financial reports with confidence – distinguishing profit from cash and uncovering the narrative behind the numbers

• Learners leave the course with a repeatable framework for interpreting financial data and translating it into clear, value-driven business narratives – can engage in financial conversations with clarity, strategic insight, and the confidence to contribute meaningfully