Courses

Explore Our Finance Team Training Courses

Explore our finance courses designed to transform your finance team. Accredited by NASBA, our courses empower your finance teams to confidently earn their CPE or CPD points.

Skills Development

Financial Planning &Analysis

The FP&A toolkit we wished we’d had when we started! Financial Storytelling, Business Partnering, Financial Modeling, Planning & Forecasting

Duration: 4 x 2 hours, 3.5 hours self-study (optional - bonus material)
Delivery: Live
Facilitators: Catherine Marks (EMEA), Christian Wattig (North America)



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Finance Business Partnering

Influencing Other People, Supporting Decision-Making, Presenting with Confidence

Duration: 7 x 2 hours; or 2 x 7 hours
Delivery: Live
Facilitators: Iain Dewson, Oli Deacon, Melanie Coeshott, Damian Smith, plus many others!



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Fundraising and M&A

Fundraising & Acquisitions, Exit Readiness, PE, IPOs, Sale Simulated real-life transactions

Duration: Self-Study within GrowCFO Learning Platform
Delivery: On Demand
Facilitator: n/a (On Demand Only)

ESG

Environmental, Social, Governance, Reporting, Impact, Responsibilities, Actions

Duration: 4 x 2 hours
Delivery: Live
Facilitator: Paula Kensington

Interpersonal Skills

Effective Communication, Emotional Intelligence, Relationship-Building

Duration: 7 x 2 hours; or 2 x 7 hours
Delivery: Live
Facilitator: Melanie Coeshott



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Personal Impact

Confidence & Gravitas, Influence, Negotiation & Conflicts, Group Meetings Impact/Outcomes

Duration: 7 x 2 hours; or 2 x 7 hours
Delivery: Live
Facilitator: Melanie Coeshott



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Well-being

Imposter Syndrome, Stress & Overwhelm, Work-Life Balance, Resilience

Duration: 7 x 2 hours; or 2 x 7 hours
Delivery: Live
Facilitator: Melanie Coeshott



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Professional Effectiveness

Personal Branding, Quality Output, Time Management/Prioritization, Problem-Solving, Decision-Making

Duration: 7 x 2 hours; or 2 x 7 hours
Delivery: Live
Facilitator: Melanie Coeshott



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Thryvv

Team Culture, Dynamics, Impact, Trusted Relationships, Conflicts, Shared Values & Vision

Duration: 6 x 3.5 hours; or 3 x 7 hours
Delivery: Live
Facilitator: Damian Smith

Insights Discovery

Psychometrics Assessment, Personality Style, Interpretation, Adapting Styles to Situations

Duration: 0.5 hours survey, 1 hour report review, 2 x 2 hour sessions
Delivery: Live
Facilitators: Iain Dewson, Oli Deacon



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Motivational Maps

Psychometrics Assessment, Personal Motivation, Team Alignment

Duration: 0.5 hours survey, 1 hour report review, 2 x 2 hour sessions
Delivery: Live
Facilitator: Melanie Coeshott



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Leadership Progression

Managerial Excellence

People Management, Retention, Delegation, Problem-Solving, Conflicts, High-Performance

Duration: 7 x 2 hours; or 2 x 7 hours
Delivery: Live
Facilitators: Oli Deacon and Melanie Coeshott



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Leading with Impact

Suggestion to change the outline to Amplifying the impact your finance leaders bring to your business and the wider world.

Duration: 10 x 2 hours; Charity Meetings; Board Presentation
Delivery: Live
Facilitator: Catherine Marks, Alice Clementi & Alex Marsh.



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FD Ready

Leadership Style, FD Transition, Professional Actors, Influence, Communication, Strategic Value

Duration: 3 x 2 days residential; 6 x 1 hour coaching; 3 x 2 hours facilitated
Delivery: Live
Facilitator: Iain Dewson



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Professional Mentoring

Leadership, Soft Skills, Issues, Strategy, Impact, Problem-Solving, Board Dynamics, Career Planning

Duration: 6 x 90 minutes; Monthly Sessions; + Ad Hoc Support
Delivery: Live
Facilitator: Oli Deacon, Melanie Coeshott, Catherine Marks, plus many others!

Thryvv

Team Culture, Dynamics, Impact, Trusted Relationships, Conflicts, Shared Values & Vision

Duration: 6 x 3.5 hours; or 3 x 7 hours
Delivery: Live
Facilitator: Damian Smith

Motivational Maps

Psychometrics Assessment, Personal Motivation, Team Alignment

Duration: 0.5 hours survey, 1 hour report review, 2 x 2 hour sessions
Delivery: Live
Facilitator: Melanie Coeshott



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Insights Discovery

Psychometrics Assessment, Personality Style, Interpretation, Adapting Styles to Situations

Duration: 0.5 hours survey, 1 hour report review, 2 x 2 hour sessions
Delivery: Live
Facilitators: Iain Dewson, Oli Deacon



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Operational Excellence

Automation Accelerator

Power Pivot, Power Query, Power BI, Python for Excel, Copilot, Management Reporting

Duration: 18.5 hours (VOD)
Delivery: On Demand
Facilitator: Dan Stockdale



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Finance Transformation

Process Optimization, Technology and Automation, Data Integration & Analytics

Duration: 7 x 2 hours; or 2 x 7 hours
Delivery: Live
Facilitators: Oli Deacon, Melanie Coeshott, Catherine Marks



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Power Query / Power Pivot

Simplify and Accelerate Tasks, Data Cleansing & Transformation, Data Connections & Accuracy

Duration: 4 hours (VOD); 2 x 4 hours (Live)
Delivery: Live and On Demand
Facilitator: Dan Stockdale



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Power BI

Self-Serve Automated Reporting, Data Integrity & Customization, Clearly Structured Clean Data

Duration: 8.5 hours (VOD); Hybrid: 4.5 hours (VOD)
Delivery: Live and On Demand
Facilitator: Dan Stockdale



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Python for Excel

Data Extraction & Manipulation, Automation Macros & Debugging, Programming & Visualization

Duration: 4.5 hours (VOD)
Delivery: On Demand
Facilitator: Dan Stockdale



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Copilot

AI Integration & AI-Driven Insights, Automation & Decision Support, Predictive Analytics & Reports

Duration: 1.5 hours (VOD)
Delivery: Live and On Demand
Facilitators: Dan Stockdale and Adam Shilton



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Prompt Engineering

Natural Language Processing, Designing Effective Prompts,
AI-Generated Tables & Reports

Duration: 7 x 2 hours; or 2 x 7 hours
Delivery: Live
Facilitator: Adam Shilton

Get in Touch to Book a Call with
Catherine or Shelly

Catherine Marks

Finance Team Training Director

Shelly Adams

Finance Team Training Director

Frequently Asked Questions

Our pricing is flexible and scalable to accommodate the size and needs of your corporation. Contact us to discuss customized pricing options.

Our facilitators are seasoned finance professionals with extensive industry experience and a passion for nurturing talent. Meet our expert team of delivery partners here.

We offer versatile delivery formats including interactive Zoom sessions, on-demand video courses and in-person workshops, providing flexibility to suit your team’s preferences and schedule.
Our courses are available year-round, with multiple sessions scheduled to accommodate your team’s availability. Contact us today to find out when we can get your team scheduled in.
We maintain small, intimate cohorts to ensure personalized attention and maximum engagement.