Training library.
Practical workshops for your audience.
Adapted to your goals, timeframe, and format.
FinanceEDGE™: Know Your Numbers
A structured way to move from financial information to focused business action.
FinanceEDGE™: Know Your Numbers
A structured way to move from financial information to focused business action.
FinanceEDGE™ guides participants through a practical four-step process: Evaluate current financial health, Diagnose the issues that matter most, Generate workable solutions, and Execute a focused action plan. The workshop connects financial measures to real operational decisions so participants leave knowing what to examine and what to do next.
Who it’s for
Business owners, entrepreneurs, managers, and organizations that support small businesses.
What participants will learn
- Assess financial health using relevant measures and benchmarks
- Identify root causes behind cash flow, profitability, growth, or operating concerns
- Prioritize practical solutions based on impact and feasibility
- Build an accountable action plan with owners, deadlines, and progress measures
The content can be adapted for different business sizes, industries, experience levels, and program formats.
Ask about this workshopProfit-Driven Pricing
A practical workshop for building prices around costs, capacity, customer value, and profit goals.
Profit-Driven Pricing
A practical workshop for building prices around costs, capacity, customer value, and profit goals.
Profit-Driven Pricing helps participants replace guesswork with a clearer pricing process. The workshop examines the financial and strategic factors behind a sustainable price, then gives participants a framework they can use to evaluate or refine the pricing structure for a product or service.
Who it’s for
Pre-venture entrepreneurs, established business owners, and teams responsible for pricing decisions.
What participants will learn
- Understand how fixed costs, variable costs, and capacity affect price
- Evaluate contribution margin and break-even implications
- Connect customer value and market context to financial requirements
- Identify concrete improvements to a current or anticipated pricing structure
Activities can be structured for participants who are still developing a business as well as owners with an established pricing model.
Ask about this workshopPay Yourself First
A decision-focused session on making owner compensation part of the business model—not an afterthought.
Pay Yourself First
A decision-focused session on making owner compensation part of the business model—not an afterthought.
Pay Yourself First helps business owners think deliberately about personal financial needs, business cash flow, and sustainable compensation. Participants examine the relationship between pricing, profitability, cash reserves, reinvestment, and owner pay, then develop a more intentional approach to compensating themselves.
Who it’s for
Entrepreneurs and small-business owners who want a healthier relationship between business performance and personal compensation.
What participants will learn
- Recognize the difference between revenue, profit, cash, and available owner compensation
- Account for owner pay when setting business goals and prices
- Balance compensation with taxes, reserves, debt, and reinvestment needs
- Create a practical next-step plan for more consistent owner pay
The session emphasizes practical planning and can be paired with broader financial management or pricing curriculum.
Ask about this workshopBusiness Planning Fundamentals
A guided roadmap for turning a business idea or growth objective into a coherent, actionable plan.
Business Planning Fundamentals
A guided roadmap for turning a business idea or growth objective into a coherent, actionable plan.
Business Planning Fundamentals explains why structured planning matters and walks participants through the major elements of a useful business plan. The workshop connects vision and mission, market analysis, operations, marketing, financial projections, funding needs, and measurable objectives into one practical roadmap.
Who it’s for
Aspiring entrepreneurs, business owners, managers, and participants preparing a plan for internal use, funding, or growth.
What participants will learn
- Select the type and structure of plan that fits the business purpose
- Define a clear mission, vision, value proposition, and SMART objectives
- Analyze target customers, market conditions, and competitors
- Connect operating assumptions to financial projections and funding needs
The workshop can support startup, strategic, or operational planning and can include hands-on planning activities.
Ask about this workshopThe Growth Leverage Blueprint™
A focused framework for identifying the few financial and leadership actions that can produce disproportionate results.
The Growth Leverage Blueprint™
A focused framework for identifying the few financial and leadership actions that can produce disproportionate results.
The Growth Leverage Blueprint™ helps participants identify the critical actions, resources, customers, and leadership behaviors creating the greatest impact. The workshop integrates financial analysis with leadership priorities so organizations can focus effort, reduce bottlenecks, and build a disciplined rhythm for sustained execution.
Who it’s for
Business owners, executives, managers, and leadership teams responsible for growth, resource allocation, and organizational performance.
What participants will learn
- Establish a clear financial and leadership baseline
- Identify the highest-leverage drivers of performance
- Align financial priorities with leadership behaviors and team capacity
- Create measures and review practices that sustain focused execution
The program can be delivered as a strategic workshop, leadership session, or multi-session planning experience.
Ask about this workshopAdvanced Ratio Analysis
Go beyond calculating ratios to interpret trends, relationships, benchmarks, and the business decisions behind the numbers.
Advanced Ratio Analysis
Go beyond calculating ratios to interpret trends, relationships, benchmarks, and the business decisions behind the numbers.
Advanced Ratio Analysis develops a deeper understanding of liquidity, profitability, efficiency, leverage, and performance measures. Participants examine ratios in context, connect them to operating realities, and learn how trends and comparisons can support more informed business decisions.
Who it’s for
Business owners, managers, analysts, lenders, and entrepreneur-support professionals who already understand basic financial statements.
What participants will learn
- Interpret major liquidity, profitability, efficiency, and leverage ratios
- Use trends and benchmarks without losing important business context
- Connect changes in ratios to operational causes and consequences
- Turn financial analysis into focused questions and action priorities
This workshop is best suited to participants with a working familiarity with income statements and balance sheets.
Ask about this workshopMaximizing Your Productivity
A practical approach to prioritizing important work, managing attention, and building systems that support consistent follow-through.
Maximizing Your Productivity
A practical approach to prioritizing important work, managing attention, and building systems that support consistent follow-through.
Maximizing Your Productivity helps participants move beyond simply doing more. The workshop examines priorities, distractions, planning routines, delegation, and sustainable work habits so participants can direct their time and energy toward the work that matters most.
Who it’s for
Entrepreneurs, managers, professionals, and teams seeking a more deliberate and sustainable approach to productivity.
What participants will learn
- Distinguish high-value priorities from reactive activity
- Build practical systems for planning and follow-through
- Reduce common distractions and sources of avoidable friction
- Create a personalized approach to focused, sustainable execution
Activities can be adapted for individual contributors, entrepreneurs, managers, or intact teams.
Ask about this workshopPower Plays: Negotiating for Success and Impact
A structured, practical workshop for preparing confidently, understanding interests, and creating stronger agreements.
Power Plays: Negotiating for Success and Impact
A structured, practical workshop for preparing confidently, understanding interests, and creating stronger agreements.
Power Plays helps participants approach negotiation as a disciplined process rather than an improvised contest. The workshop covers preparation, positions and interests, objective criteria, options for mutual gain, difficult tactics, emotional intelligence, and practical tools for reaching workable agreements.
Who it’s for
Business owners, managers, professionals, buyers, sellers, and team members who negotiate terms, resources, scope, price, or priorities.
What participants will learn
- Prepare negotiation goals, alternatives, boundaries, and supporting criteria
- Separate stated positions from the interests driving them
- Generate and evaluate options that create mutual value
- Respond constructively to pressure, bias, conflict, and deadlock
The workshop can include scenarios, guided preparation exercises, and role-play tailored to the audience.
Ask about this workshopClear, Concise, and Compelling
Practical techniques for making business communication easier to understand, more memorable, and more persuasive.
Clear, Concise, and Compelling
Practical techniques for making business communication easier to understand, more memorable, and more persuasive.
Clear, Concise, and Compelling helps participants communicate ideas without jargon, overload, or ambiguity. Through examples and activities, participants practice simplifying complex ideas, adapting messages to an audience, listening actively, using stories, and delivering messages with greater impact.
Who it’s for
Entrepreneurs, managers, professionals, emerging leaders, and teams that need to communicate ideas clearly across audiences.
What participants will learn
- Recognize and correct common barriers to clear communication
- Condense complex information without losing essential meaning
- Adapt a message to the audience, setting, and desired response
- Use active listening, specificity, and story to strengthen connection
The session can emphasize presentations, workplace communication, customer conversations, or leadership messaging.
Ask about this workshopContract Management & Procurement Best Practices
A practical overview of needs definition, supplier selection, contract structure, risk, compliance, and vendor performance.
Contract Management & Procurement Best Practices
A practical overview of needs definition, supplier selection, contract structure, risk, compliance, and vendor performance.
Contract Management & Procurement Best Practices introduces the full procurement and contract-management lifecycle. Participants examine how to define requirements, evaluate suppliers, structure and negotiate agreements, assess cost and value, manage risk and compliance, and monitor vendor performance over time.
Who it’s for
Business owners, managers, procurement staff, contract administrators, project leaders, and organizations that purchase goods or professional services.
What participants will learn
- Translate organizational needs into clear requirements and specifications
- Use structured methods to solicit and evaluate supplier proposals
- Recognize important contract, risk, ethics, and compliance considerations
- Establish meaningful measures for ongoing vendor performance
Content can be tailored to private-sector, nonprofit, or public-sector audiences and their procurement environment.
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