Finance and accounting training workshop

Let’s Talk Finance powered by the Colour Accounting Learning System is a highly successful one-day finance and accounting training programme. This is suitable for all levels, enabling people to think confidently about finance and engage in the conversation.

This one day workshop is visual and hands-on, demonstrating how accounting, finance and business work, and importantly, how they interrelate. Participants leave able to read and understand a balance sheet and income statement, telling a meaningful financial story that informs decision-making.

Our Colour Accounting workshops can also be tailored as an on-site presentation to managers at your business, get in touch with us to find out more. Take our Financial Literacy Quiz here to test your knowledge.

Programme outcomes

The Day 1 and follow on modules deliver powerful outcomes that include:

Truly understand the mechanics and language of accounting
See clearly the fundamental structure of financial statements in a way that makes them readily approachable and usable
Be comfortable reading and analysing key financial reports in order to spot potential commercial issues
Engage confidently in financial conversations, asking powerful questions based on a rich understanding of financial elements and an all-encompassing concept framework
Understand the relevance and uses of key performance measures, such as Return on Equity
Spot the high-risk areas of financial statements
Be conscious of the ambiguities in the language that accountants and financial professionals use, improving communication and reducing misunderstandings
Know the difference between important terms and trivial naming conventions
Understand how business works as a value generation cycle
Make better and more-informed financial decisions
Be fully informed to meet business goals
Engage and communicate more effectively about financial matters
Share the mindset of colleagues, clients and the CEO to gain credibility as a trusted, business-savvy team member
Avoid repeated cycles of financial training that don’t work
Make better and more-informed financial decisions
Be fully informed to meet business goals
Engage and communicate more effectively about financial matters
Share the mindset of colleagues, clients and the CEO to gain credibility as a trusted, business-savvy team member
Avoid repeated cycles of financial training that don’t

Advanced Workshops

'Now Let's Talk' Business Analysis Module

Apply the learning from “Let’s Talk Finance.” Understanding finance is the platform for understanding business. This module focuses on reading financial statements, identifying and examining the story of business performance.

Together we’ll:

Identify trends in financial statements
Start to calculate key metrics of surplus
Explore liquidity ratios
Practice talking about business performance
Link the cash flow to the balance sheet and income statement
Ensure our understanding of accounting underpins how we think about business

'Now Let’s Talk' Budgeting Module

We start with a group discussion addressing the aims and principles of budgeting, alongside the different processes that can be deployed. Then we use our case study of financial statements as the basis for a budgeting excercise. You will be given background information that explains the trends in the current income statement, and high-level context for the future. Finally, you’ll get to extrapolate a realistic set of budget numbers for the next financial year for the full income statement.

Together we'll examine the numbers in more detail and address common issues including:

Growth compounding
Identifying the correct calculations for extrapolating trends
Stretch budgeting

Contact us about a workshop

Get in touch to find out more about our financial literacy workshops.

Benefits

Create opportunities at work
Make better and more-informed financial decisions
Be fully informed to meet business goals
Engage and communicate more effectively about financial matters
Share the mindset of colleagues, clients and the CEO to gain credibility as a trusted, business-savvy team member
Avoid repeated cycles of financial training that don’t work

Contact our team

Danielle Thomson

Advisory Associate

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Justin Martin

National Advisory Leader, Advisory Partner

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