Two hours. Your team. Your actual financials.
the workshop
When your whole team understands the numbers, better decisions get made everywhere — not just in the leadership meeting.
Most people weren't taught to read financial statements. They run departments, manage budgets, and make decisions that move real money — often without a clear picture of how those decisions show up in the company's finances. That's not a knowledge failure. Nobody ever explained it to them in plain language.
THE PREMISE
A financially fluent organization is a more capable one.
That's what we do. We teach the numbers from the top of the organization to the front line, in words anyone can follow. No jargon, no assumed background, no making anyone feel behind. Just a clear, confident understanding of what the numbers mean and why they matter.
People spot problems sooner, ask sharper questions, and understand how their own work connects to the health of the business. And when everyone can read the numbers, transparency stops being a value you talk about and becomes one you actually live — which is exactly the kind of culture we believe makes companies stronger.
WHAT WE'RE REALLY AFTER
We're not trying to turn your team into accountants.
The goal is more useful than that: build enough literacy to put what people already see and feel into context — and spark the curiosity to keep learning. When someone understands the handful of numbers that describe their world, finance stops being intimidating and starts being interesting.
Not a lecture — a working session
Every term we bring to the workshop is surrounded in a discussion.
The workshop is highly interactive and hands-on, built around your company's real financials. We connect the dots between the numbers on the page and the work your team does every day, so the concepts land in a context people actually recognize.
Financials can feel overwhelming — for most people, that's the honest starting point, and we meet them there. Rather than firing the whole dictionary at everyone, we help each person hold onto three to five terms they can routinely keep an eye on: the handful that tell them what really matters and how the company is performing.
That's how comfort gets built — not by memorizing everything, but by mastering the few things that count and growing from there.
Before we ever step in the room
Every business has its own language — and its own quiet communication killers.
The biggest one is acronyms: the shorthand that half the team uses fluently and the other half nods along to without really knowing what it stands for. Ahead of the workshop, we dig into your company's specific jargon, lingo, and acronyms, so the session speaks your language and clears up the terms that have been silently tripping people up.
A TASTE OF PLAIN LANGUAGE
Five terms that get thrown around constantly, explained the way we'd explain them to your team.
This is just the surface. The workshop goes deeper — and makes it specific to your business.
your five depend on your world
A restaurant, a non-profit, and a university are each watching a different short list.
The terms above are a great starting point for most businesses — but the right five aren't the same for everyone. Part of the tailoring we do is figuring out which handful actually matters for you.
The same goes across industries: a manufacturing team, a professional services firm, and multi-location wellness services company - Mare + Co. provides a glossary built around the numbers that run their world.
knowing where you stand
Reading your own numbers is half the work. The other half is reading them in context.
We also touch on a few benchmarking terms and metrics — because every business benefits from scanning the landscape: understanding where you sit compared to your peers, and to the aspirational peer group you're working to join. We give your team a feel for how that comparison works and why it matters.
The two-hour workshop
A focused, two-hour working session — interactive, grounded in your own financials, tailored to how your business actually makes and spends money.
It works as a standalone engagement for a team, a leadership group, a board, or a peer or association audience. It's also a natural first step into a deeper relationship with us — once a team shares a common financial vocabulary, every conversation that follows gets easier.
Bring financial literacy to your team
Reach out and we'll walk you through what the workshop covers — and pricing for your group.
Tell us about your team and the language you'd like everyone to share. We'll come back with scope, scheduling, and a fixed quote within one business day.
Contact us about a workshop.
Two hours. Your team. Your actual financials. Built around the words your business already uses — and the words it should.
SEE HOW THESE NUMBERS COME TO LIFE →
Custom Dashboards
Once a team shares a common vocabulary, the natural next question is: where can we actually see these numbers? In real-time. At a regular cadence. That’s what we build next.