Narelle and Brendon O’Connor are the owners of O’Connor Agri, Financial Skills Workshop attendees...
Financial Skills Workshop
Improve your ability to read, forecast and manage the numbers behind the business and develop an action plan to improve financial stability.
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Criteria
Across the financials
Decision maker
Time
2 Days
Consecutive
Format
Group sessions
In-person
Investment
$2,295 + GST
Programme overview
Being able to analyse, control, and then make the right decisions based on your financial information is critical for business success. Financial literacy can enable smarter and more effective long-term financial planning. It can also help to locate hidden opportunities you didn’t know existed.
Designed for owners, senior managers and any team member who makes decisions affecting the financial performance of the business, by the end of the workshop, you’ll be able to draw critical insights from your financial statements to develop and implement better budgeting and cash flow management systems.
Outcomes
This 2-day workshop will give you a detailed understanding of financial reporting to develop better budgeting and cash flow management. You will be able to read, forecast and manage the numbers behind the business and develop an action plan to improve financial stability.
- Learn how to read and understand your accounting reports
- Learn how to create and manage profit plans
- Learn how to use basic ratios to make business decisions
- Design a cash flow forecasting template
- Develop a business model and strategies for creating positive cash flow
- Analyse operational performance to discover where working capital and cash is being consumed at high rates
- Develop action plans to find and extract ‘dormant’ cash flow in the existing business structures
Structure & Format
The workshop is two full days delivered consecutively.
It's an in-person group session where participation is strongly encouraged.
Your business will be used as a case study alongside other examples to ensure the learnings are applied, and real value is delivered.
What's covered in this workshop?
Financial Report Analysis
Analysing your accounting reports
Profit Planning
Creating and managing profit plans
Informed Business Decisions
Using basic ratios to make business decisions
Financial Forecasting
Cash flow forecasting and positive cash flow modelling
Leverage Cash Flow
Developing action plans to find and extract ‘dormant’ cash flow
Operational Performance Analysis
Analysing operational performance by capital and cash consumption
Upcoming Workshops
Financial Skills Workshop Christchurch
$
2,295
+ GST per person
- 8 - 9 May, 2025
- In-Person
Don't just take our word for it...
"I would love to have done the Financial Skills Workshop when I was 25 or 26. I would have got massive benefit out of it and it probably would have helped grow the business quite a lot quicker so we might be in a different place right now."
Brendon O’Connor
Owner of O’Connor Agri"You need to know what margins you're making, and there was definitely a point when Trish and I first started the business where we had all this revenue coming in, but what was dropping out the bottom was pretty minimal. So it’s good to understand how your numbers can fund growth."
Rewa Willis
Sherson Willis"He explained everything clearly and there were so many things I was able to implement into the business – and we can already see the difference to our margins."
Brodie Andrews
Aitken Joinery"I would love to have done the Financial Skills Workshop when I was 25 or 26. I would have got massive benefit out of it and it probably would have helped grow the business quite a lot quicker so we might be in a different place right now."
Brendon O’Connor
Owner of O’Connor Agri
"You need to know what margins you're making, and there was definitely a point when Trish and I first started the business where we had all this revenue coming in, but what was dropping out the bottom was pretty minimal. So it’s good to understand how your numbers can fund growth."
Rewa Willis
Sherson Willis
"He explained everything clearly and there were so many things I was able to implement into the business – and we can already see the difference to our margins."
Brodie Andrews
Aitken Joinery
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Rewa Willis is the Co-Founder and Director of Sherson Willis, an Owner Manager Programme alumni, ...
Regional Business Partner Funding
Management Capability Development funding may be available through your Regional Business Partner. To explore if your business is eligible for support, please contact your Regional Business Growth Advisor directly. Please email us for an introduction.
Alumni & Partner Pricing
If you've completed one of our long-form programmes or are a BNZ business customer, special pricing is available.