
Build Financial Acumen. Lead with Confidence.
Turning financial knowledge into a usable skill — navigating financial data and telling a business story.
✅ Learn Through Color, Not Confusion
Traditional finance training can be jargon-laden. Color Accounting makes financial concepts visual, memorable, and immediately applicable. As an accredited Let's Talk Finance facilitator, I deliver hands-on seminars and coaching that build genuine fluency—so you can advocate for ideas, influence stakeholders, and lead financial conversations with confidence.
👥 Who It's For
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Professionals managing P&L or preparing for leadership roles
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Leaders who need to tell compelling business stories
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Attorneys interpreting client financials
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MBAs seeking practical application beyond theory
🎯 What You'll Gain
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Use key language and a framework to analyze financial reports and business scenarios.
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Compose and communicate a business story with clarity and the right point of view for the audience — state your case clearly in financial discussions.
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Use AI as a learning accelerator to practice the framework and pressure-test business stories — strengthen skills beyond the seminar.
🕒 Choose Your Learning Path
Finance Essentials for Business Conversations (75 min) For: Anyone who needs to participate confidently in financial discussions Outcome: Navigate and contribute to financial conversations without hesitation
Let's Talk Finance: Foundations (4 hours) For: Client-facing teams, budget managers, emerging leaders Outcome: Read and discuss financials with clarity and context
Let's Talk Finance: Intensive (Full day or extended learning pathway) For: Leaders and account executives who use financial storytelling strategically Outcome: Master business narratives that influence and persuade


Workshops, Advisory & Professional Development Services

Customer Engagement & Account Strategy
In collaboration with DriveTrain Learning, we equip B2B teams to build capabilities in strengthening strategic partnerships through:
Expert-led workshops and immersive learning experiences
Strategic account planning frameworks and tools
Ongoing mentorship and peer collaboration aligned to organizational goals
🎯 What You'll Gain
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Harness curiosity and business acumen to generate insights that fuel value-driven conversations
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Align strategies and actions with broader organizational goals
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Plan and lead client dialogues that build trust and drive results

Advisory
I partner with organizations to build the external structures — advisory panels, thought leader engagement, customer feedback loops — that sharpen strategy and strengthen brand. Bend River is helping build and chair for an early-stage company.
Career Growth and Leadership Effectiveness
I work with professionals at critical career inflection points — preparing for greater responsibility, navigating a performance challenge, or building the confidence to lead more effectively. As a confidential sounding board and trusted advisor, I offer direct, personalized guidance drawn from deep organizational experience.
My focus is practical: building the specific capabilities that matter most at your stage of growth.
What to expect:
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Bi-weekly or monthly one-on-one sessions
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Structured reflection and clear commitments between sessions
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Measurable progress on the challenges that brought you here
