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Workshops & Events

Beyond my one-on-one consulting services, I offer specialized workshops and courses focused on financial topics essential for small business owners and entrepreneurs. These learning opportunities are designed to empower you with practical skills, knowledge, and tools that can help take your business to the next level.

My workshops combine financial expertise with a supportive, accessible approach—making complex concepts clear and applicable to your specific business challenges.

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Master Your Numbers:

A 6-Month Financial Planning & Analysis Mastermind

Starting May 14th via Zoom

Know your numbers. Lead with clarity. Grow with confidence.

Running a business means making decisions every day — but without clear, actionable financial insights, it can feel like you’re flying blind.  

 

This course is designed to help small and mid-sized business owners build a solid Financial Planning & Analysis (FP&A) foundation — so you can move forward with clarity and confidence.

About the Course

Master Your Numbers is a comprehensive 6-month mastermind online course designed for small and mid-sized business owners who want to take control of their numbers, make informed decisions, and build financially strong businesses. Through expert guidance, hands-on tools, and practical implementation, you’ll learn how to analyze your business and implement an impactful financial planning & analysis (FP&A) system that supports growth, profitability, and clarity.

Who Should Attend

This mastermind is ideal for you if you:

  • Want to make better business decisions based on data, not only gut feelings.

  • Have been avoiding your numbers—or relying too heavily on your bookkeeper or accountant.

  • Want to learn how to analyze your financials and increase your profitability, but aren’t sure where to start.

  • Are tired of being surprised by tax bills, cash shortages, or slow months.

  • Want a repeatable financial planning process that actually works for your business.

  • Are growing, and you know it’s time to get more strategic with your finances.

  • Like accountability, structure, and expert support but also want a safe space to learn, ask questions and not feel judged.

  • Want to feel empowered—not intimidated—by your finances.


Join now to gain the tools and confidence you need to make informed financial decisions and achieve your financial goals.

What You'll Learn

Over the course of 6 months, you’ll build real, usable financial systems inside your business.
You’ll learn how to:

  • Read and understand your financial statements.

  • Identify the real drivers of profitability.

  • Analyze your financials, including developing Key Performance Indicators (KPIs).

  • Build a simple, practical budgeting and planning process.

  • Improve cash flow visibility and manage your money proactively.

  • Set up a custom FP&A program tailored to your business stage and goals.

 

Course Information

Dates:​

  • Monthly online 2-hour group sessions via Zoom - live participation highly recommended:

    • May 14, June 25, August 20, September 24, October 22, November 19

    • All sessions 18:30-20:30 CET​​

  • Online office hours for Q&A - twice monthly (day and evening sessions, 60 minutes each). Dates to be announced.
     

Investment:

  • 1200CHF, early bird pricing of 1100CHF through April 13 with coupon EARLYBIRD100

  • This is a Beta program and prices will increase next cohort

  • Payment plans:

    • 2 payments of 630CHF

    • 6 payments of 225CHF​
       

Other information:

  • All sessions will be recorded but live participation is highly recommended for maximum benefit

  • You will also need time outside of our sessions together to work and apply the learnings/analysis/goal setting to your business. 
    The more you put in, the more you’ll get out — but this is built to fit within a busy business owner’s schedule.

  • Content will build from month to month and it's very important to stay on top of the work prior to the start of the next session. Come to the office hours (free) or book a private session (extra charge) if you would like additional tailored support

  • Limited spaces available

  • Moderate level of comfort with spreadsheets required. I will also provide some extra live training dates on spreadsheets in the first month for those that are beginner level and need support to grasp applicable concepts for the program (included in the cost of the program).
     

Curious if this is for you? I'm happy to discuss on a call.

Gain financial clarity, make confident decisions and build a stronger business. Ready to get started? 

Custom Workshops

Looking for training on a specific financial topic for your team or organization? I also design custom workshops tailored to your unique needs. Contact me to discuss creating a specialized learning experience for your group.

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