Career Learning Pathways
2-3 Year Illustrative Development Plans
New Joiners
Most companies initially train their new joiners on:
- Onboarding and Basic Setup
- Business Culture and Vision
- Company Values
- Ethics in Business and Finance
- Professional Qualifications
- Technical and Risk Management
Senior Pathway
(all new joiner items, plus)
- Professional Effectiveness
- Commercial Finance and ROI
- Financial Planning & Analysis
- Finance Business Partnering
- Data/Systems/Process Optimization
- Automation & AI Power Stack
Manager Pathway
(all previous items, plus)
- Managerial Excellence
- Insights Discovery
- Interpersonal Skills
- Personal Impact
- Team Relationships
- Well-being
Director Pathway
(all previous items, plus)
- FD Ready
- Leading with Impact
- Facilitating Strategic Planning
- Motivational Maps
- ESG and Sustainability
- Professional Mentoring
Senior Pathway
What we cover: Personal Branding, Quality Output, Time Management, Prioritization, Problem-Solving, Decision-Making
The Challenges: Managing time, solving problems, prioritizing tasks, lacking quality, feeling undervalued, misunderstood.
The Barriers: Overwhelmed, inconsistent messaging, distractions, procrastination, overcommitting, indecisiveness, emotional bias.
Learning Outcomes: Working efficiently, solving issues, delegating tasks, enhancing personal brand, demonstrating worth.
Business Benefits: Enhanced Productivity, Reduced Costs, Improved Accuracy, Better Decision-Making, Highly Valued
- 7 x 2 hours or 2 x 7 hours
- Live
- Melanie Coeshott
What we cover: Developing Business Acumen, Analyzing Investment Opportunities, Measuring Commercial ROI, Enhancing Company Performance
The Challenges: Determining commercial impact of decisions, complex data, integrating non-financial data, mitigating risks, measuring ROI.
The Barriers: Data overload, time constraints, insufficient tools, not seeing the big picture, knowledge gaps, stakeholders lack knowledge of finance.
Learning Outcomes: Using ROI to influence commercial decisions, how to think commercially, framing plus solving strategic and commercial opportunities.
Business Benefits: Scalable Growth, Value Creation, Improved Accuracy, Greater Collaboration, Performance Improvement, Risk Reduction, Competitive Advantage
- 4 x 90 minutes or 1 x 6 hours
- Live
- Oli Deacon
What we cover: Financial Storytelling, Finance Business Partnering, Financial Modeling, Planning & Forecasting
The Challenges: Simplify complex data, create accurate forecasts, build reliable financial models, turn data into strategy, align business strategy and financial plans.
The Barriers: Complex financial models, manual spreadsheets, difficulty in presenting data, building stakeholder trust, navigating conflicts of interest in your role.
Learning Outcomes: Enhanced planning, optimizing budgeting and forecasting processes, creating insightful financial models, delivering impactful presentations.
Business Benefits: Reliable Forecasts, Improved Accuracy, Scenario Planning, Better Decision-Making, Strategic Insights, Scalable Growth
- 4 x 2 hours, 3.5 hrs optional on demand bonus content
- Live
- Catherine Marks (EMEA), Christian Wattig (North America)
What we cover: Sharing Powerful Data Insights, Influencing Other People, Supporting Decision-Making, Presenting with Confidence
The Challenges: Building strong cross-functional relationships, generating value, presenting data insights, influencing other people, supporting timely decision making.
The Barriers: Talking finance to non-finance people, interpreting complex data, overcoming fear of presenting, gaining stakeholder trust, engaging your audience.
Learning Outcomes: Create firm-wide value, share AI-powered strategic data insights, build credibility, become a critical and influential voice, enhance reputation.
Business Benefits: Greater Collaboration, Improved Accuracy, Strategic Insights, Better Decision-Making, Increased Buy-In
- 7 x 2 hours or 2 x 7 hours
- Live
- Iain Dewson, Oli Deacon, Melanie Coeshott, Damian Smith
What we cover: Process Optimization, Technology and Automation, Data Integration and Analytics
The Challenges: Inefficient processes, data silos, resistance to change, complex analytics, outdated systems, lack of automation and AI.
The Barriers: Legacy technology, limited budgets, lack of change skills ,inconsistent data, cultural inertia, integration challenges.
Learning Outcomes: Efficient workflows, tech proficiency, integrated data, change leadership, enhanced data analysis, effective system integration.
Business Benefits: Reduced Costs, Increased Efficiency, Value Creation, Employee Retention
- 7 x 2 hours or 2 x 7 hours
- Live
- Oli Deacon, Melanie Coeshott, Catherine Marks
What we cover: Power Pivot, Power Query, Power BI, Python for Excel, Copilot, Management Reporting
The Challenges: Leveraging automation and AI solutions, working inefficiently, handling large datasets, combining different tools, creating tailored reports.
The Barriers: Identifying affordable tech solutions, small budgets, isolated data sources, software integration issues, resistance to new tools, lack of tech proficiency.
Learning Outcomes: Advanced data modeling, efficient data transformation, comprehensive data visualization, automated data analysis, clear insightful reports.
Business Benefits: Increased Operational Efficiency, Strategic Insights, Cost Savings, Employee Retention
- 18.5 hours (VOD)
- On-Demand
- Dan Stockdale
Manager Pathway
What we cover: People Management, Retention, Delegation, Problem-Solving, Conflicts, High-Performance Teams
The Challenges: Managing diverse teams, retaining top talent, effective delegation, solving intricate problems, resolving disputes, building high-performance teams.
The Barriers: Lack of management skills, low motivation levels, reluctance to delegate due to trust, poor communication and conflict resolution, inconsistent performance.
Learning Outcomes: Strong ability to manage, develop and retain people, improved task delegation, advanced problem-solving abilities, effective dispute resolution.
Business Benefits: Enhanced Productivity, Employee Retention, Increased Efficiency, Stronger Compliance
- 7 x 2 hours or 2 x 7 hours
- Live
- Oli Deacon & Melanie Coeshott
What we cover: Psychometrics Assessment. Personality Style Interpretation. Adapting Styles to Situations
The Challenges: Understanding personal impact, gaining deep personality insights, adapting to diverse personality styles, minimizing personal biases.
The Barriers: Lack of psychometric expertise, limited access to tools, identifying and reducing unconscious biases, difficulty applying theory to practice.
Learning Outcomes: Gain deep personality understanding, adapt styles to situations, implement insights effectively, enhanced sensitivity to diversity.
Business Benefits: Greater Collaboration, Strategic Insights, Improved Accuracy, Value Creation
- 0.5 hours Survey, 1 hour report review, 2 x 2 hour sessions
- Live
- Iain Dewson & Oli Deacon
What we cover: Effective Communication, Emotional Intelligence, Relationship-Building
The Challenges: Conveying messages clearly, improving listening skills, establishing trust, empathy, identifying emotions, managing disagreements effectively.
The Barriers: Misunderstandings and misinterpretations, lack of self-awareness, overcoming cultural barriers, working under pressure, resistance to feedback.
Learning Outcomes: Effective communication, stronger trusted relationships, better emotional awareness, greater influence, enhanced resolution techniques.
Business Benefits: Greater Collaboration, Better Decision-Making, Risk Mitigation, Value Creation
- 7 x 2 hours or 2 x 7 hours
- Live
- Melanie Coeshott
What we cover: Confidence & Gravitas, Influence, Negotiation & Conflicts, Delivering Impact and Outcomes in Group Meetings
The Challenges: Self-doubt, lack of influence, managing disputes effectively, navigating group dynamics, struggling with meeting impact, establishing gravitas.
The Barriers: Imposter Syndrome, overcoming opposition, negotiating deadlocks, communication breakdown, challenging the group consensus, lack of assertiveness.
Learning Outcomes: Confidence building and self-assurance, persuasion skills, negotiation techniques, leading impactful meetings, developing a commanding presence.
Business Benefits: Great Collaboration, Better Decision-Making, Strategic Insights, Risk Mitigation
- 7 x 2 hours or 2 x 7 hours
- Live
- Melanie Coeshott
What we cover: Team Culture, Dynamics, Impact, Trusted Relationships, Conflicts, Shared Values and Vision
The Challenges: Suboptimal team due to fragmented culture, lack of cohesion, and group conflicts, resulting in poor relationships, team values, and business culture.
The Barriers: Diverse backgrounds, ambiguous team roles, lack of mutual trust, poor communication skills, differing individual values, unclear team objectives.
Learning Outcomes: Harmonized team cultures, enhanced team interactions, trusted relationships, effective dispute handling, shared team values, and clear team vision.
Business Benefits: Greater Collaboration, Employee Retention, Stronger Compliance, Better Decision-Making
- 6 x 3.5 hours or 3 x 7 hours
- Live
- Damian Smith
What we cover: Imposter Syndrome, Stress & Overwhelm, Work-Life Balance & Resilience
The Challenges: Imposter syndrome, excessive stress, overwhelming workloads, balancing work and life, building resilience, avoiding professional burnout.
The Barriers: Battling internal criticism, difficulty prioritizing tasks, challenges in setting boundaries, lack of emotional support, high job demands, undervaluing self-worth.
Learning Outcomes: Self-confidence, stress reduction techniques, workload management, better work-life balance, strategies to prevent burnout, emotional resilience.
Business Benefits: Employee Retention, Risk Mitigation, Enhanced Productivity, Cost Savings
- 7 x 2 hours; or 2 x 7 hours
- Live
- Melanie Coeshott
Director Pathway
What we cover: Leadership Style, FD Transition, Professional Actors, Influence, Communication, Strategic Value
The Challenges: Transitioning into a Finance Director, adjusting leadership style, adding strategic value, engaging stakeholders, developing influence skills.
The Barriers: Lack of authority, influence and board room experience, junior personal brand, different skills requirements, limited exposure to strategy and leadership.
Learning Outcomes: Mindset of a leader, evolve personal brand, effective leadership style, enhanced strategic value, elevated persuasion, clear and concise messaging.
Business Benefits: Employee Retention, Value Creation, Strategic Insights, Better Decision-Making
- 3 x 2 days residential, 6 x 1 hour coaching, 3 x 2 hours facilitated
- Live
- Iain Dewson
What we cover: Amplifying the impact your finance leaders bring to your business and the wider world
The Challenges: Developing a strategic mindset, board level presence, aligning finance vision with business goals, and driving meaningful social impact.
The Barriers: Narrow business focus, lack of strategic mindset, difficulty engaging stakeholders, limited perspective, lack of tangible opportunities for social impact
Learning Outcomes: Enhancing big picture strategic thinking, stakeholder engagement, positive social contribution
Business Benefits: Strategic Leadership, Employee Productivity and Retention, Corporate Reputation and Social Responsibility
- 10 x 2 hours + Charity Meetings / Board Presentations
- Live
- Catherine Marks, Alice Clementi & Alex Marsh
What we cover: Strategic Planning Roadmap, Frameworks, Leadership, Communication, Facilitation and Rollout
The Challenges: Aligning strategic goals, understanding planning frameworks, leadership impact, effective Communication, productive sessions, smooth implementation.
The Barriers: Lack of strategic clarity and clear objectives, communication breakdowns, stakeholder buy-in, ineffective meetings, implementation issues, lack of ownership.
Learning Outcomes: Understand what makes a great strategy, facilitate the development of a strategy, influence decisions and measure ongoing progress.
Business Benefits: Improved Accuracy, Risk Mitigation, Better Decision-Making, Strategic Insights
- 4 x 90 minutes or 1 x 6 hours
- Live
- Oli Deacon
What we cover: Psychometrics Assessment, Personal Motivation, Team Alignment
The Challenges: Identifying motivational factors, managing diverse personalities, aligning fostering team cohesion, personal and team goals.
The Barriers: Hesitancy to undergo evaluation, determining intrinsic motivation, personality clashes, lack of team collaboration and cohesion.
Learning Outcomes: Enhanced self-awareness, motivation techniques, improved team dynamics, synchronizing personal and team goals, effective teamwork.
Business Benefits: Greater Collaboration, Employee Retention, Enhanced Productivity, Increased Efficiency
- 0.5 hours Survey, 1 hour report review, 2 x 2 hour sessions
- Live
- Melanie Coeshott
What we cover: Measuring Business Impact, Improving ESG Performance, Regulatory Reporting
The Challenges: Quantifying business impact, enhancing ESG performance, meeting regulatory requirements, measuring and reporting key performance indicators.
The Barriers: Defining impact metrics, navigating complex regulations, evolving compliance landscape, ensuring high-quality data, adapting to reporting standards.
Learning Outcomes: Implementing ESG measurement techniques, understanding regulatory requirements, identifying data metrics, reporting standardized KPIs.
Business Benefits: Stronger Compliance, Risk Mitigation, Strategic Insights, Value Creation
- 4 x 2 hours
- Live
- Paula Kensington
What we cover: Leadership, Soft Skills, Issues, Strategy, Impact, Problem-Solving, Board Dynamics, Career Planning
The Challenges: Leadership progression, transformational growth, gravitas and charisma, influence, board meeting impact, handling complex issues, strategic impact.
The Barriers: Experience gaps, skills deficiency, strategic understanding, problem-solving ability, board engagement, lack of career direction, personal challenges.
Learning Outcomes: Enhanced leadership and soft skills, issue resolution techniques, strategic thinking, impact awareness, board engagement, career strategy.
Business Benefits: Employee Retention, Better Decision-Making, Enhanced Productivity, Scalable Growth
- 6 x 90-Minutes Monthly Sessions + Ad Hoc Support
- Live
- Oli Deacon, Melanie Coeshott, Catherine Marks
What we cover: Leadership, Soft Skills, Issues, Strategy, Impact, Problem-Solving, Board Dynamics, Career Planning.
The Challenge: Navigating leadership, personal challenges, transformational growth, and career planning.
Learning Outcomes: Becoming the best version of yourself and delivering full potential as an executive leader.
Business Benefits: Employee Retention, Better Decision-Making, Enhanced Productivity, Scalable Growth
- 6 x 90-Minutes Monthly Sessions + Ad Hoc Support
- Live
- Oli Deacon, Melanie Coeshott, Catherine Marks
What we cover: Psychometrics Assessment. Personality Style Interpretation. Adapting Styles to Situations.
The Challenge: Adapting to diverse personality styles and understanding personal impact.
Learning Outcomes: Build strong relationships and collaboration with diverse personalities.
Business Benefits: Greater Collaboration, Strategic Insights, Improved Accuracy, Value Creation.
- 7 x 2 hours or 2 x 7 hours
- Live
- Oli Deacon & Melanie Coeshott
Get in Touch to Book a Call with
Catherine or Shelly

Catherine Marks
Course Facilitator

Shelly Adams
Finance Team Training Director
Frequently Asked Questions
Our facilitators are seasoned finance professionals with extensive industry experience and a passion for nurturing talent. Meet our expert team of delivery partners here.