PHASE 1

Preparing for successful learning, application, and profitable results

The objective is to design a customized financial workshops tailored to your company's specific requirements and based on your strategic plans, financial goals, financial results, critical business issues, critical success factors, key profit drivers products, markets, problems and opportunities.

Steps in the preparation phase include:

• Meet with company executives to

  • understand the company’s business vision, mission, goals, strategies, critical issues, critical success factors, opportunities, challenges, and needs

  • specify the workshop objectives, strategic and financial content, and learning activities

  • collect strategic and financial information

• Tailor the workshop design and materials to achieve your specific objectives

  • Clarify financial information for communicating with your managers

  • Integrate company information into the workshop design and materials

  • Prepare examples and case studies involving your products, markets, strategic goals, financial goals, and competitive strategies

  • Create new learning modules when needed

• Review the workshop design and materials with company management

• Produce workshop materials, including participant notebooks, wall charts, exhibits, examples, and handouts

PHASE 2

Delivering the workshops and capturing results

Post Associates can deliver the workshops to your organization in two ways:

Post Associates instructors will conduct the workshops at your sites.  We can provide workshop materials or you can provide them.

Train the Trainers – you may wish to have your own managers conduct the workshops.  Post Associates will license your company to use Post Associates copyrighted materials for training your company employees.  Post Associates will train and certify your managers to lead the workshops.

During Post Associates’ involvement with workshop delivery, we will work closely with assigned finance managers to keep current on current events in your company and industry.

Participant survey responses are used to keep the workshop content and activities meeting the needs of the participants.

As an option, Post Associates can collect, analyze, and summarize results of the team exercises that take place in the workshop.

PHASE 3

Follow-up activities to ‘Keep the Financial Fires Burning’

Participants in our workshops have overwhelmingly asked for additional workshops, meetings, and activities.  They tell us they want to:

• Review and reinforce what they have already learned

• Learn new financial concepts and tools

• Identify more ways to use what they have learned in their daily work

• Practice using the concepts and receiving feedback

• Keep up-to-date on company financial results, goals, strategies, and plans

If you select Managing for Financial Success and Shareholder Value workshops to be first in your series of learning session, you can follow this with:

• Profit and Cash Flow Management.  This workshop concentrates on actions the company and the managers can take to increase Revenue, profit, and return on investment by minimizing costs, working capital, and fixed assets.

• Managing Cash Flow for Non-Financial Managers.  In this workshop, participants learn why the corporation made its financing decisions, and identifies specific actions they can take to optimize the use of cash.

• Making Decisions to Achieve Financial Success.  Managers in this workshop learn to use strategic and financial decisions tools and incorporate your company’s strategic and financial information into their business decisions.

Half-day and one-day applications sessions available from Post Associates include:

• Quarterly update of the latest financial results.

• Using Business Metrics to improve financial results

• Increasing Revenue

• Controlling costs

• Managing working capital and long-term assets

• Evaluating long-term investment opportunities

• Understanding the company business model

• Using financial information and tools in everyday management tasks

Continuing education and training is required to meet the financial goals in a changing world.  The tools and requirements change as technology, economics, and business models change.   Lifelong learning is the key