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Course Catalog Overview
Financial Planning & Analysis
Treasury & Payments Management
Foundational Skills
Financial Planning
& Analysis
Future-proof your finance team with these curated curriculums, designed to beef up their skills and ready them for whatever the world throws their way.
Financial Acumen
Financial Acumen
FP&A Essentials Series
Digital Finance
Explore the courses
Financial Analysis Series
Budgeting Series
Financial Modeling Series
Forecasting Series
Financial Analysis Series
Ensure your team knows how to turn data into key insights with a selection of courses aimed at using data to inform decision makers, improve performance and guide business strategy.
FP&A Essentials
In this five-part course, participants will learn about the factors that influence product demand and pricing, types of cost and cost-volume-profit analysis, as well as how to assemble data and build forecasts that drive the various functions in an organization.
View course details
This interactive course serves as a first step in on-the-job training for new analysts. Participants start with an introduction to the ins and outs of FP&A, and gain skills they can immediately apply to their new position.
View course details
The New Analyst: Essential Skills and Goals for New Corporate Finance Professionals
Finance professionals who are able to transform data into actionable knowledge are in demand. This series will take your team to the next level, giving them the mastery over data that can drive growth.
Digital Finance
Mastering Data Series
Mastering Data Series
Insight Series
This seminar teaches simple and agile technology solutions to enable finance teams to deliver more relevant analyses, and covers change management and project dynamics that make or break initiatives. Designed from the Stanford Continuing Studies classic “Tame Big Data for Big Insight”, this class delivers the most complete training on the topic.
View course details
Leading with and Mastering Data
This 6-hour class equips the participant with a complete set of expertise to become not only a solid analyst but also a data-driven leader. Students should bring a preliminary Strategy and Preparation Session to the course. The goal of this training is to deliver the most impactful and sustainable results.
View course details
Stretch your Analytics to New Levels
Finance is changing… fast (and constantly). Ensure your team has the most up-to-date qualifications -- and skills -- to perform at the highest level.
Financial Acumen
Digital is continuing to transform what finance teams are able to do. Ensure yours has the most up-to-date tools at their disposal.
Digital Finance
This interactive course serves as a first step in on-the-job training for new analysts. Participants start with an introduction to the ins and outs of FP&A, and gain skills they can immediately apply to their new position.
Quick-Look
The New Analyst: Essential Skills and Goals for New Corporate Finance Professionals
Tips for starting out in your FP&A role
Managerial accounting
Understanding technical tools and financial projections
Valuing projections
Risk management analysis
Agenda topics
Course length
Three 2 Hour Virtual Sessions or
One Full Day In-Person
Understand the roles and responsibilities of FP&A practitions
Identify key areas of professional development, especially when it comes to finance's place in data and stystems
Learn key questions to ask a new employer regarding FP&A business partnering and your strategic role in the organization
Learning objectives
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Ready to give your finance team a leg up?
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Interested in more?
Check out Treasury & Payments Management series
The financial planning and analysis profession has experienced rapid growth over the past decade, and there is a significant amount of knowledge required to perform at the highest level. Finance professionals who are able to transform data into actionable knowledge are in demand. In this five-part course, explore key topics in FP&A that will help you excel in your job and drive the organization’s future growth.
Quick-Look
Five 2 Hour Virtual Sessions or
One and a Half Day
Course length
Address the way the strategic value proposition interacts with the specifics of the organization
Learn about the factors that influence product demand and pricing, types of cost, cost allocation and cost-volume-profit analysis
Determine crucial aspects and analyze information
Discover what is needed to assemble data and
build forecasts that drive the various functions in
an organization
Learn how to interpret and use financial projections
Review best practices and understand how to use relative, absolute and mixed references
Learning objectives
Request the full course agenda.
FP&A’s overall connection to strategy, organization, development and industry
Planning and analysis of budget, risk and opportunity
Building financial projects, forecasting and statement projections
Worksheets and worksheet functions
Agenda topics
FP&A Essentials
Close
This 6-hour class equips the participant with a complete set of expertise to become not only a solid analyst but also a data-driven leader. Students should bring a preliminary Strategy and Preparation Session to the course. The goal of this training is to deliver the most impactful and sustainable results.
Quick-Look
Three 2 Hours Virtual Sessions or
One Full Day In-Person
Course length
Raise your level of analytics without creating data gaps and process tear
Data's place within your team, department, and firm
Learning objectives
Request the full course agenda.
Advanced analytics and visualization
Data preparation for advanced analytics
Predictive analytics for your business
Clustering and Correlation
Agenda topics
Stretch your Analytics to New Levels
Close
This seminar teaches simple and agile technology solutions to enable finance teams to deliver more relevant analyses, and covers change management and project dynamics that make or break initiatives. Designed from the Stanford Continuing Studies classic “Tame Big Data for Big Insight”, this class delivers the most complete training on the topic.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Understand technology options in finance
Master efficient and sustainable data management practices
Drive support for data initiatives
Design efficient processes that empower collaboration and execution
Learning objectives
Request the full course agenda.
Foundations of a sound data driven culture
Analytics technology
Taming the power of data
Adding value processes that scale
Data case study
Agenda topics
Leading with and Mastering Data
Close
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FP&A Essentials Series
This course focuses on critical thinking skills, financial data analysis and systems thinking to improve value-added decision-making. Participants learn how to evaluate different problem-solving processes and identify trends and “stories” in the data that are important for improved decision-making.
View course details
Financial Analysis I: Critical Thinking & Decision-Making
Participants get hands-on training using Microsoft Excel to evaluate financial data for value-added decision-making, from learning how to mine data using Excel pivot tables, to gaining insight into when and where to use key financial analytics.
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Financial Analysis II: Insights Through Data Analytics
Participants get hands-on training using Microsoft Excel to evaluate financial data for value-added decision-making, from learning how to mine data using Excel pivot tables, to gaining insight into when and where to use key financial analytics.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
Apply analytics to understand profitability
Use analytics to perform a bridge analysis of actual and forecasted results
Evaluate revenue and expense information using descriptive analytics and time series analysis
Perform sensitivity analysis to assess possible future outcomes of different strategic choices
Learning objectives
Request the full course agenda.
Profitability Analysis
Bridge analysis
Data Mining & Pivot Tables
Detailed Revenue & Expense Analysis in Excel
Sensitivity analysis
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Agenda topics
Financial Analysis II: Insights Through Data Analytics
Close
This course focuses on critical thinking skills, financial data analysis and systems thinking to improve value-added decision-making. Participants learn how to evaluate different problem-solving processes and identify trends and “stories” in the data that are important for improved decision-making.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
Recognize trends within data to determine potential actions and conclusions
Determine the most effective ways to present conclusions and data analysis
Learn to professionally present data analysis and prepare reports
Learning objectives
Request the full course agenda.
Critical thinking
Situational awareness
Systems Analysis
Decision Analysis and theory
Data Analysis
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Agenda topics
Financial Analysis I: Critical Thinking & Decision-Making
Close
Financial Analysis Series
Participants learn how a clear identification of the firm’s values, an effective governance structure, a consistent process for making decisions, and knowledge of the appropriate key performance indicators (KPIs) central to business success can drive business growth.
View course details
FP&A's Role in Business Strategy & Decision-Making
Participants learn how a clear identification of the firm’s values, an effective governance structure, a consistent process for making decisions, and knowledge of the appropriate key performance indicators (KPIs) central to business success can drive business growth.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
Understand the role FP&A plays in business strategy
Understand how governance and decision-making impacts business growth
Learn effective decision-making strategies
Identify the KPIs essential to business growth
Learning objectives
Request the full course agenda.
Firm values
KPIs
Decision-making theory
Establishing effective governance structures
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Agenda topics
FP&A's Role in Business Strategy & Decision-Making
Close
This course explores different types of budgeting alignment, and lays out how and why all parts of the organization must align effectively and strategically to create an effective budget. Participants learn the technical aspects of the budgeting process, as well as how to communicate clearly with stakeholders.
View course details
The Budget: Aligning Capital, Company & Customers
Capital budgeting is a process for evaluating and ranking the investment opportunities of a firm. This course covers the basics of capital budgeting. Course topics include terminology, time value of money, introductory valuation tools, pro-forma cash flow statement development and analysis presentation.
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Capital Budgeting
Capital budgeting is a process for evaluating and ranking the investment opportunities of a firm. This course covers the basics of capital budgeting. Course topics include terminology, time value of money, introductory valuation tools, pro-forma cash flow statement development and analysis presentation.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
The impact of capital budgeting on firm value
Prepare modern capital budgeting techniques in Excel
Build pro-forma cash flow statements in Excel
Prepare a report with assumptions, analyses and recommendations
Learning objectives
Request the full course agenda.
Time value of money
The capital budgeter’s decision tool box
Pro-forma cash flow statements
The analyst’s deliverable
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Agenda topics
Capital Budgeting
Close
This course explores different types of budgeting alignment, and lays out how and why all parts of the organization must align effectively and strategically to create an effective budget. Participants learn the technical aspects of the budgeting process, as well as how to communicate clearly with stakeholders.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Align the organization to the budget
Tips for executing communication with other parts of
the firm
Nontechnical tools to assist finance staffs
Learning objectives
Request the full course agenda.
Types of alignment and financial models
Executing the budget
Budgeting tools
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Agenda topics
The Budget: Aligning Capital, Company & Customers
Close
Budgeting Series
Creating an effective budget is challenging. This series addresses why we budget, and explores different methods for aligning an organization’s budgeting goals.
FP&A Essentials Series
Give your team the skills to excel in their job, and drive your organization’s growth.
Budgeting Series
This course advocates for financial professionals to create a culture where models are developed and deployed in a way that makes them useful, shareable and sustainable across the organization.
View course details
Building a Modeling Culture
This course introduces the key techniques and best practices for building financial models. Through hands-on examples in Excel, participants build from scratch financial models that produce baseline and dynamic outputs in response to changes in real-world scenarios.
View course details
Three Statement Financial Modeling
This course introduces the key techniques for building financial models that facilitate a rational and rigorous decision-making process. Through hands-on examples in Excel, participants build from scratch financial models that produce baseline and dynamic outputs in response to changes in real-world scenarios.
View course details
Techniques and Best Practices
Financial Modeling Series
This series will help financial professionals build effective models that are accurate and dynamic. Through hands-on learning, they will build models from scratch and learn how to easily communicate the models outside their teams.
This course introduces the key techniques and best practices for building financial models. Through hands-on examples in Excel, participants build from scratch financial models that produce baseline and dynamic outputs in response to changes in real-world scenarios.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Define, collect and validate data that is needed to complete a task
Evaluate and build financial models
Analyze the outputs and conduct sensitivity/scenario/simulation analysis
Use financial models to address problems in the planning and analysis process
Learning objectives
Request the full course agenda.
Identify/define business problems
Choose, build, and refine financial models
Financial statement projections
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Agenda topics
Three Statement Financial Modeling
Close
This course introduces the key techniques for building financial models that facilitate a rational and rigorous decision-making process. Through hands-on examples in Excel, participants build from scratch financial models that produce baseline and dynamic outputs in response to changes in real-world scenarios.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Define, collect and validate data needed to complete a task
Evaluate and build financial models
Analyze the outputs, conduct sensitivity/scenario/simulation analysis
Use financial models to address problems in the planning and analysis process
Learning objectives
Request the full course agenda.
Identify and define business problems
Choose and build models
Break-even/sensitivity/scenario/simulation analysis
Make conclusions and recommendations
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Agenda topics
Techniques and Best Practices
Close
This course advocates for financial professionals to create a culture where models are developed and deployed in a way that makes them useful, shareable and sustainable across the organization.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
How models can be more shareable
Tips for ensuring your models meet your objectives
Learning objectives
Request the full course agenda.
Work environment and business culture
Policies, procedures and controls
Using consistent data and calculations
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Agenda topics
Building a Modeling Culture
Close
The power of an effective revenue model comes from the ability to account for volatility and variable inputs. This course introduces the key techniques for building revenue-specific financial models that account for seasonality and uncertainty.
View course details
Top-Line Modeling
Financial Modeling Series
The power of an effective revenue model comes from the ability to account for volatility and variable inputs. This course introduces the key techniques for building revenue-specific financial models that account for seasonality and uncertainty.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
Estimate expected revenue growth rates
Conduct time series analysis and forecasting-soothing and seasonality
Conduct regression analysis and forecasting
Model revenue uncertainty using simulations
Learning objectives
Request the full course agenda.
Examining historical growth rates
Estimating expected growth rates
Modeling time series data and forecasting accuracy evaluations
Modeling revenue with seasonality, regression analysis and Monte Carlo simulations
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Agenda topics
Top-Line Modeling
Close
This course is designed to provide participants with implementation-ready and theoretical approaches for improving the accuracy of forecasts. Discover how to identify key business drivers of growth and improve future visibility for agile decision-making.
View course details
Improving Forecast Accuracy
This course explores how rolling forecasts assist business professionals and leadership in making more educated decisions and taking more calculated risks. Using customized case studies and real-life examples, participants are “implementation-ready” and able to apply the theory and practices to their work.
View course details
Integrating Rolling Forecasts
Forecasting Series
Help your team improve the accuracy of their forecasts with this series dedicated to the art of predicting (and driving) business growth.
This course explores how rolling forecasts assist business professionals and leadership in making more educated decisions and taking more calculated risks. Using customized case studies and real-life examples, participants are “implementation-ready” and able to apply the theory and practices to their work.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
Difference between static annual budgets and rolling forecasts
Rolling forecasts as a management decision-making tool
Create a rolling forecast
Learning objectives
Request the full course agenda.
Introduction to forecasting
Types of rolling forecasts
Technology in forecasting
Create and update rolling forecasts
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Agenda topics
Integrating Rolling Forecasts
Close
This course is designed to provide participants with implementation-ready and theoretical approaches for improving the accuracy of forecasts. Discover how to identify key business drivers of growth and improve future visibility for agile decision-making.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
Develop forecasting processes and workflows
Identify risks with forecasts
Use financial models to accommodate change
Agile planning and automated reforecasting tools
Learning objectives
Request the full course agenda.
Improving forecast accuracy
Business drivers and forecast accuracy
Building and simulating accurate forecasts
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Agenda topics
Improving Forecast Accuracy
Close
Forecasting Series
Mastering Data Series
Finance professionals who are able to transform data into actionable knowledge are in demand. This series will take your team to the next level, giving them the mastery over data that can drive growth.
Insight Series
Data visualization is more than just colors on numbers. It is the last step of your analytics process that will convey your findings to your stakeholders for actions. This course will cover different data visualization media (interactive dashboards, electronic documents, highly detailed charts etc.), as well as production and delivery.
View course details
Impact Business with Data Visualization
In this hands-on workshop, attendees learn how to utilize Power BI for effective financial and board reporting. Learn how to design and build a Power BI data model, financial report and walk away with best practices for visualizing finance data.
View course details
From Data to Reporting to Financial Insights with Power BI
In this hands-on workshop, attendees learn how to utilize Power BI for effective financial and board reporting. Learn how to design and build a Power BI data model, financial report and walk away with best practices for visualizing finance data.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Basics of Power BI
Power BI Tabular Model building
Building Reports in Power BI
Understanding a Power BI Dashboard
Key features of the Power BI Service
Learning objectives
Request the full course agenda.
Advanced analytics and visualization
Data Preparation for advanced analytics
Predictive analytics for your business
Clustering and Correlation
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Agenda topics
From Data to Reporting to Financial Insights with Power BI
Close
Data visualization is more than just colors on numbers. It is the last step of your analytics process that will convey your findings to your stakeholders for actions. This course will cover different data visualization media (interactive dashboards, electronic documents, highly detailed charts etc.), as well as production and delivery.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Select the right visualizations
Prepare data for easy production
Deliver advanced visualizations at little to no cost
Learning objectives
Request the full course agenda.
The real goals of visualization
Data preparation process for visualization
Options in data visualization
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Agenda topics
Impact Business with Data Visualization
Close
Insight Series
This one-day course equips business and finance managers with an overview of key analytical methods and data science tools required to create competitive advantages and solve difficult business problems. Participants will also learn about fundamental data visualizations and how to effectively storytell to key stakeholders.
View course details
Data Science for Managers
In this hands-on workshop, attendees learn how to utilize Power BI for effective financial and board reporting. Learn how to design and build a Power BI data model, financial report and walk away with best practices for visualizing finance data.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Understand why data science and big data methods are relevant for finance and business leaders
Recognize how data science can boost business performance
Evaluate the data science process
Evaluate, interpret and present data science results to key stakeholders and technical teams
Learning objectives
Request the full course agenda.
Data Science for Managers
Close
The data science process
Using data science methods to solve problems
Evaluating data science results
From data to visualization and storytelling
What data science tools and software to invest in
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Agenda topics
Exam Prep for Teams
We are entering the era of digital FP&A where human and artificial intelligence (AI) work hand in hand to achieve better analytical results. The new world of FP&A requires on-demand continuous planning process and AI-driven forecasts where various business scenarios can be played almost in real-time.
View course details
Implementing Artificial Intelligence (AI) Enabled Forecasting and Analytics
We are entering the era of digital FP&A where human and artificial intelligence (AI) work hand in hand to achieve better analytical results. The new world of FP&A requires on-demand continuous planning process and AI-driven forecasts where various business scenarios can be played almost in real-time. Both driver-based planning and FP&A predictive analytics are essential tools for implementing flexible dynamic planning and forecasting processes to achieve increased revenue growth, profits and improved operating performance.
Quick-Look
3 2-hour Virtual Sessions or
1 Full-Day In-Person
Course length
To develop management support for building your organization’s AI-enabled predictive analytics capability.
To design/develop an effective AI-enabled predictive analytics capability with a high performing team
To learn how to select KPIs and ensure their relevance and alignment to strategies and operating plans
Implement AI-enabled budgeting and forecasting
Improve analytical process and increase staff productivity
Implementing Artificial Intelligence (AI) Enabled Forecasting and Analytics
Learning objectives
Request the full course agenda.
Why AI-enabled analytics will be the next competitive edge
The AI-enabled predictive analytics model
Define mindset stages
Developing the play book / action plan
Implementing artificial intelligence (AI) enabled forecasting and analytics
Getting started in building ai-enabled predictive analytics model
Developing the AI-enabled predictive analytics function
Class use cases – (1) defining variables and (2) building analytical model
Defining key performance indicators (KPIs)
Implementing artificial intelligence (AI) enabled forecasting and analytics
Improving annual budgeting and monthly forecasting
Building team capabilities
Case studies
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Agenda topics
Implementing Artificial Intelligence (AI) Enabled Forecasting and Analytics
Close
Quick-Look
Course length
Request the full course agenda.
Learning objectives
Agenda topics
View course details
View course details
Quick-Look
Course length
Agenda topics
Learning objectives
Request the full course agenda.
The New Analyst: Essential Skills and Goals for New Corporate Finance Professionals
The financial planning and analysis profession has experienced rapid growth over the past decade, and there is a significant amount of knowledge required to perform at the highest level. Finance professionals who are able to transform data into actionable knowledge are in demand. In this five-part course, explore key topics in FP&A that will help you excel in your job and drive the organization’s future growth.
Five 2 Hour Virtual Sessions or
One and a Half Day
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Five 2 Hour Virtual Sessions or
One and a Half Day
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Quick-Look
Course length
Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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Learning objectives
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Agenda topics
View course details
In this five-part course, participants will learn about the factors that influence product demand and pricing, types of cost and cost-volume-profit analysis, as well as how to assemble data and build forecasts that drive the various functions in an organization.
FP&A Essentials
View course details
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View course details
This course focuses on critical thinking skills, financial data analysis and systems thinking to improve value-added decision-making. Participants learn how to evaluate different problem-solving processes and identify trends and “stories” in the data that are important for improved decision-making.
Financial Analysis I: Critical Thinking & Decision-Making
View course details
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Quick-Look
Course length
Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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Learning objectives
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Agenda topics
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Quick-Look
Course length
Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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Learning objectives
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Agenda topics
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Quick-Look
Course length
Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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Learning objectives
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Agenda topics
View course details
View course details
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Quick-Look
Course length
Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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Learning objectives
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Agenda topics
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Quick-Look
Course length
Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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Learning objectives
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Agenda topics
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Course length
Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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Agenda topics
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Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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Course length
Five 2 Hour Virtual Sessions or
One and a Half Day
Request the full course agenda.
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This course is designed to provide participants with implementation-ready and theoretical approaches for improving the accuracy of forecasts. Discover how to identify key business drivers of growth and improve future visibility for agile decision-making.
Improving Forecast Accuracy
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This seminar teaches simple and agile technology solutions to enable finance teams to deliver more relevant analyses, and covers change management and project dynamics that make or break initiatives. Designed from the Stanford Continuing Studies classic “Tame Big Data for Big Insight”, this class delivers the most complete training on the topic.
Leading with and Mastering Data
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This 6-hour class equips the participant with a complete set of expertise to become not only a solid analyst but also a data-driven leader. Students should bring a preliminary Strategy and Preparation Session to the course. The goal of this training is to deliver the most impactful and sustainable results.
Stretch your Analytics to New Levels
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Treasury & Payments Management
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To develop management support for building your organization’s AI-enabled predictive analytics capability.
To design/develop an effective AI-enabled predictive analytics capability with a high performing team
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Data visualization is more than just colors on numbers. It is the last step of your analytics process that will convey your findings to your stakeholders for actions. This course will cover different data visualization media (interactive dashboards, electronic documents, highly detailed charts etc.), as well as production and delivery.
Impact Business with Data Visualization
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Data visualization is more than just colors on numbers. It is the last step of your analytics process that will convey your findings to your stakeholders for actions. This course will cover different data visualization media (interactive dashboards, electronic documents, highly detailed charts etc.), as well as production and delivery.
Impact Business with Data Visualization
Insight Series
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Five 2 Hour Virtual Sessions or
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Impact Business with Data Visualization
Data visualization is more than just colors on numbers. It is the last step of your analytics process that will convey your findings to your stakeholders for actions. This course will cover different data visualization media (interactive dashboards, electronic documents, highly detailed charts etc.), as well as production and delivery.
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Course length
Three 2-Hour Virtual Sessions or One Full Day In-Person
Request the full course agenda.
Select the right visualizations
Prepare data for easy production
Deliver advanced visualizations at little to no cos
Learning objectives
• The real goals of visualization
• Data preparation process for
visualization
• Options in data visualization
Agenda topics
Impact Business with Data Visualization
Data visualization is more than just colors on numbers. It is the last step of your analytics process that will convey your findings to your stakeholders for actions. This course will cover different data visualization media (interactive dashboards, electronic documents, highly detailed charts etc.), as well as production and delivery.
Quick-Look
Course length
Three 2-Hour Virtual Sessions or One Full Day In-Person
Request the full course agenda.
Select the right visualizations
Prepare data for easy production
Deliver advanced visualizations at little to no cos
Learning objectives
• The real goals of visualization
• Data preparation process for
visualization
• Options in data visualization
Agenda topics
Treasury & Payments Management
Arm your Treasury team with the skills they need to take your company to the next level. These customized curriculums are designed specifically to turn treasurers into strategic business partners.
Treasury Acumen
Treasury Acumen
Cash Management Series
Treasury Tech
Treasury Management Series
Payments Essentials Series
Payments Management Series
Treasury Management Series
Gain a thorough understanding of the fundamentals of treasury management, and get ideas for ways treasury departments can add value to your company.
Cash Management Fundamentals
Starting with the cash conversion cycle, this course explores how cash flows in and out of a company and how liquidity levels can be managed. Using case studies and real-world examples, attendees learn how the concepts and practices are applied to real-life scenarios.
View course details
Dive into the wealth of information contained in your bank account analysis statements. Participants learn the AFP guidelines for account analysis statements, how electronic statements work, how AFP Service Codes could and should be assigned, and perform their very own crossbank comparisons.
View course details
Decoding Your Analysis Statements
Treasury tech
Cash Flow Analytics Series
Cash Flow Analytics Series
Insight Series
Statistical techniques provide extremely helpful tools for forecasting future cash flows. This course uses practical examples to show how various statistical methods can be used to forecast components of the cash budget.
View course details
Advanced Cash Flow Forecasting using Statistical Techniques
Monte Carlo methods are invaluable resources to evaluate a range of possible outcomes for those forecasting business activities. Through a variety of examples and demonstrations, this course helps attendees to apply Monte Carlo methods to cash flow forecasting problems, such as mixing forecasts, non-normal cash flow distributions and multi-period forecasting, and to execute Monte Carlo models as an Excel spreadsheet using a third-party plug-in.
View course details
Advanced Cash Flow Forecasting using Monte Carlo Techniques
Help sharpen your treasury department’s skills and increase their value to the company.
Treasury Acumen
Arm your treasury with the skills they need to battle finance’s high-tech future.
Treasury tech
Dive into the wealth of information contained in your bank account analysis statements. Participants learn the AFP guidelines for account analysis statements, how electronic statements work, how AFP Service Codes could and should be assigned, and perform their very own crossbank comparisons.
Quick-Look
Decoding Your Analysis Statements
Statement Formats
Decoding Bank Terminology
Understanding the Balance Section
US and global AFP Service Codes
Agenda topics
Course length
Three 2-Hour Virtual Sessions or One Full Day In-Person
Comprehend account analysis statements
Using AFP Service Codes and Global Service Codes to build models for cross-bank comparisons
Gain visibility into international bank fees
Learning objectives
Close
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Check out Foundational Skills
Starting with the cash conversion cycle, this course explores how cash flows in and out of a company and how liquidity levels can be managed. Using case studies and real-world examples, attendees learn how the concepts and practices are applied to real-life scenarios.
Quick-Look
Three 2-Hour Virtual Sessions or
One Full Day In-Person or Self-Paced
Course length
Recognize key concepts used in the management of corporate cash
Examine cash conversion and operating cycles to forecast cash flows
Methods to collect receipts quickly and control disbursements
Basic borrowing and investment techniques
Cross-border cash management fundamental techniques
Learning objectives
Request the full course agenda.
Objectives of cash management
Intro to the U.S. financial environment
Collections, disbursements and forecasting
Exchange and interest rate risk management
Agenda topics
Cash Management Fundamentals
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Monte Carlo methods are invaluable resources to evaluate a range of possible outcomes for those forecasting business activities. Through a variety of examples and demonstrations, this course helps attendees to apply Monte Carlo methods to cash flow forecasting problems, such as mixing forecasts, non-normal cash flow distributions and multi-period forecasting, and to execute Monte Carlo models as an Excel spreadsheet using a third-party plug-in.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
Understand the use of Monte Carlo simulation
Apply Monte Carlo methods to problems
Understand pitfalls and limitations of Monte Carlo techniques
Learning objectives
Request the full course agenda.
Overview of Monte Carlo methods
Important distributions
Inverse distributions
Agenda topics
Advanced Cash Flow Forecasting using Monte Carlo Techniques
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Statistical techniques provide extremely helpful tools for forecasting future cash flows. This course uses practical examples to show how various statistical methods can be used to forecast components of the cash budget.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Forecast cash flow components
Time-series methods and smoothing techniques
Regression analysis to forecast components of the cash budget
Assess the adequacy of the cash flow forecast
Learning objectives
Request the full course agenda.
Calculating and forecasting cash flow
Probability distributions
Confidence intervals for periodic cash flows
Exponential smoothing techniques
Agenda topics
Advanced Cash Flow Forecasting using Statistical Techniques
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This course explores the world of treasury management and is designed specifically to highlight the role of the treasurer, assistant treasurer and cash manager from their points of view. Through engaging interactive activitiesand case studies, participants truly “walk a mile” in the shoes of a treasurer.
View course details
A Day in the Life of a Treasurer Overview
Participants complete a journey that begins with the overall role of treasury and its relationships to financial service providers and continues with working capital, payments, money movement, capital markets, borrowing and investing.
View course details
Treasury Management Fundamentals
Participants complete a journey that begins with the overall role of treasury and its relationships to financial service providers and continues with working capital, payments, money movement, capital markets, borrowing and investing.
Quick-Look
Three 2- Hour Virtual Sessions or One Full Day In-Person
Course length
Increasing treasury’s value to the company
Critical treasury deliverables
Selecting a cash forecasting model
Optimizing receipts, disbursements and
cash management
Creating and analyzing RFPs
Learning objectives
Request the full course agenda.
Banks, financial institutions and regulations
Working capital management
Short-term borrowing and investing
Relationship management and vendor selection
Long-term and capital investments
Enterprise and operational risk
Financial accounting
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Treasury Management Fundamentals
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This course explores the world of treasury management and is designed specifically to highlight the role of the treasurer, assistant treasurer and cash manager from their points of view. Through engaging interactive activities
and case studies, participants truly “walk a mile” in the shoes of a treasurer.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person or Self-Paced
Course length
Understand the roles played by treasury professionals
Critical treasury department deliverables
Risk management principles and the methods treasury
Learning objectives
Request the full course agenda.
Corporate treasury function and cash management
Risk management
Electronic payments and cash forecasting
Corporate financial management
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Agenda topics
A Day in the Life of a Treasurer Overview
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Treasury Management Series
Cash flow resulting from changes in working capital is the lifeblood of the company. In this forward-looking session, attendees learn how to become a strategic business partner through the management of global working capital, best practices in the management of working capital and how to integrate the management of global working capital with cash management and forecasting.
View course details
Working Capital Management
Cash flow resulting from changes in working capital is the lifeblood of the company. In this forward-looking session, attendees learn how to become a strategic business partner through the management of global working capital, best practices in the management of working capital and how to integrate the management of global working capital with cash management and forecasting.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Course length
Concepts and structures for the management of global working capital
Integrate the management of global cash
Use knowledge of working capital and cash to improve cash forecasting
Learning objectives
Request the full course agenda.
General cash flows and investment strategies
Alternative current asset financing policies
Liquidity sources and uses
Relationship between treasury and credit management
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Working Capital Management
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This course provides an understanding of payment systems and processes from the corporate treasury management perspective. ACH, wire, card and alternative payment processes are covered from origination to settlement for business-to-business and business-to-consumer applications.
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Payments Systems and Processes
This course provides participants with an overview of the basic types of payments fraud and discusses practices in fraud prevention and control. Additionally, guidance will be provided on what to do when, not if, payments fraud and cybercrime occur.
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Payments Fraud and Cybercrime
This course provides participants with an overview of the basic types of payments fraud and discusses practices in fraud prevention and control. Additionally, guidance will be provided on what to do when, not if, payments fraud and cybercrime occur.
Quick-Look
Two 2-Hour Virtual Sessions or
One Half Day In-Person or Self-Paced
Course length
Understand exposure to payment fraud
Elements of cybercrime and account takeover
Managing the risk of payments fraud and cybercrime
Determine steps to take after an attack
Learning objectives
Request the full course agenda.
Background and trends of payments fraud
Cybercrime: Malware, phishing, pharming
Account takeovers and cyber risk management plans
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Payments Fraud and Cybercrime
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This course provides an understanding of payment systems and processes from the corporate treasury management perspective. ACH, wire, card and alternative payment processes are covered from origination to settlement for business-to-business and business-to-consumer applications.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Recognize non-paper-based payment instruments
Identify how payment types are originated and settled
What to consider when selecting payment mechanisms
Learning objectives
Request the full course agenda.
Payment systems concepts, rules and regulations
Wire transfers systems and messaging
Straight-through processing overview
Emerging and alternative payments
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Payments Systems and Processes
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Payments Essentials Series
Payments fraud has been a significant problem for companies of all sizes for many years. This series provides a greater understanding of how payments systems work, and how to prevent payments fraud.
Cash Management Series
This interactive series lays the foundation for a complete understanding of corporate cash management.
Payments Essentials Series
In order to manage Accounts Payable (AP) functions, it is important to understand how AP affects and impacts customer service, vendor management, and treasury. This course provides an overview of the AP role and processing functions required for any business to be successful.
View course details
Understanding and Managing Accounts Payable
Accounts Receivable (AR) is vital to the long-term survival of any business. This course provides an overview of the processes and functions needed to successfully manage AR, and the rules and regulations affecting decisions. In addition, information about accounting, controls, regulation and auditing associated with these functions is addressed.
View course details
Understanding and Managing Accounts Receivable
Payments Management Series
Understanding Accounts Payable (AI) and Accounts Receivable (AR) is critical to ensuring the financial safety of any company. Help your team understand how these important business functions work in tandem.
Accounts Receivable (AR) is vital to the long-term survival of any business. This course provides an overview of the processes and functions needed to successfully manage AR, and the rules and regulations affecting decisions. In addition, information about accounting, controls, regulation and auditing associated with these functions is addressed.
Quick-Look
Two 2.5-Hour Virtual Sessions or One Full Day In-Person
Course length
Basic concepts and terminology related to AR
Basic AR functionalities and process workflows
AR accounting principles and regulatory requirements
Strategy and controls to safeguard company assets
Learning objectives
Request the full course agenda.
Intro to accounts receivable (AR)
Invoice management
Collections management
Reporting requirements and compliance
AR controls
Outsourcing and technology
Disaster recovery
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Understanding and Managing Accounts Receivable
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In order to manage Accounts Payable (AP) functions, it is important to understand how AP affects and impacts customer service, vendor management, and treasury. This course provides an overview of the AP role and processing functions required for any business to be successful.
Quick-Look
Two 2.5-Hour Virtual Sessions or One Full Day In-Person
Course length
Basic A/P concepts and terminology
Basic AP functionalities and process workflows
Tax, regulatory, and auditing requirements
Recognize controls needed to safeguard company assets
Learning objectives
Request the full course agenda.
Intro to accounts payable
Invoicing and payments
Regulatory considerations and compliance
Tax reporting requirements and compliance
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Understanding and Managing Accounts Payable
Close
Payments Management Series
Cash Flow Analytics Series
Cash Management Series
The seminar looks at the tools available to treasury to organize itself in the most efficient manner for cross-border liquidity management. Learn to create a banking structure for managing global cash efficiently while understanding the various tools for optimizing cross-border liquidity.
View course details
Advanced Liquidity Management
The seminar looks at the tools available to treasury to organize itself in the most efficient manner for cross-border liquidity management. Learn to create a banking structure for managing global cash efficiently while understanding the various tools for optimizing cross-border liquidity.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Understand the options and implications when opening foreign currency accounts
Better manage global liquidity
Examine the tools available through SWIFT
How to optimize global liquidity
Learning objectives
Request the full course agenda.
Managing Foreign Currency Accounts
Liquidity Management Tools
Efficient Account Structures
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Advanced Liquidity Management
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This highly interactive course deals with topics crucial to the treasury professional who will be managing an international treasury. We start with a thorough understanding of the basics of foreign exchange—how to read the rates, apply forward points and perform currency conversion, and cover tools for managing global risks.
View course details
Understanding Foreign Exchange, International Risk & Payments
This highly interactive course deals with topics crucial to the treasury professional who will be managing an international treasury. We start with a thorough understanding of the basics of foreign exchange—how to read the rates, apply forward points and perform currency conversion, and cover tools for managing global risks.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Read and calculate spot and forward rates
Manage and mitigate risk in international business
Make international and cross-border payments more efficiently
Learning objectives
Request the full course agenda.
Basics of foreign exchange
International risk and tools for managing risk
International payment systems
Making international payments
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Understanding Foreign Exchange, International Risk & Payments
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Treasury & Payments Management
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Financial Planning & Analysis
Ready to give your finance team a leg up?
Contact us
Check out Treasury & Payments Management series
Interested in more?
Check out Treasury & Payments Management series
Foundational Skills
Arm your team with the skills they need to take your company to the next level. These customized curriculums are designed specifically to turn the finance into strategic business partners.
Excel Mastery Series
Excel Mastery Series
Leadership Series
Intermediate Excel: Analytical Tools for Treasury and Finance
This course introduces participants to Excel’s data analysis features, including functions, macros, pivot tables and the Visual Basic for Applications (VBA) language.
View course details
This Advanced Excel Analytics course focuses on using Visual Basic for Applications (VBA) scripts to write functions and custom macros. The use of user forums, which control macro events, is also discussed. All examples and illustrations utilize financial and treasury applications.
View course details
Advanced Excel Analytics: VBA Programming
Leadership Series
Insight Series
This interactive and entertaining course offers a different perspective on and practical suggestions for presenting effectively all those numbers so critical to an FP&A professional’s job.
View course details
Painting with Numbers: A Different Perspective on the Craft and the Art of Presenting Numbers
Communicating effectively is an important skill that can help finance professionals enhance their career as well as help guide an organization to more impactful decisions. In this course we cover communication goal setting, understanding your audience, listening skills, and how to present numbers effectively.
View course details
Communicating Effectively in the Age of Disruption
This series will help the more experienced Excel user learn advanced data and analysis features to improve their forecasting and optimizing.
Excel Mastery Series
This series is for finance and would-be finance leaders, helping them communicate complicated financial subject matter to a broad audience.
Leadership Series
This Advanced Excel Analytics course focuses on using Visual Basic for Applications (VBA) scripts to write functions and custom macros. The use of user forums, which control macro events, is also discussed. All examples and illustrations utilize financial and treasury applications.
Quick-Look
Advanced Excel Analytics: VBA Programming
Functions, subroutines and programming language
Interactions with cells, ranges and worksheets
Case study: Multilateral netting application
Agenda topics
Course length
Two 2-Hour Virtual Sessions or
One Half Day In-Person
Understand the use of VBA and its relation to macros
Write simple functions and subroutines
Debug programs
Learning objectives
Close
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Ready to give your finance team a leg up?
Contact us
Interested in more?
Check out Exam prep for teams
This course introduces participants to Excel’s data analysis features, including functions, macros, pivot tables and the Visual Basic for Applications (VBA) language.
Quick-Look
Two 2.5-Hour Virtual Sessions or One Full Day In-Person
Course length
Create a dashboard with Excel
Master data summarization and
visualization tools
Manipulate raw data into a user-friendly format
Conduct sensitivity/scenario analysis, optimization and forecasting
Automate repetitive tasks through macros
Learning objectives
Request the full course agenda.
User interaction and data summarization
Data visualization and optimization
Data cleaning and automation
Agenda topics
Intermediate Excel: Analytical Tools for Treasury and Finance
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Communicating effectively is an important skill that can help finance professionals enhance their career as well as help guide an organization to more impactful decisions. In this course we cover communication goal setting, understanding your audience, listening skills, and how to present numbers effectively.
Quick-Look
Two 2-Hour Virtual Sessions or One Half Day In-Person
Course length
Improve the effectiveness of your communications
Techniques to improve active listening
Best practices for presenting numbers
Understand challenges of the decentralized work environment
Learning objectives
Request the full course agenda.
Communication Skills Goal Setting
Listening Skills
Presenting numbers effectively
The decentralized workplace
Resiliency
Agenda topics
Communicating Effectively in the Age of Disruption
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This interactive and entertaining course offers a different perspective on and practical suggestions for presenting effectively all those numbers so critical to an FP&A professional’s job.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Present numbers to any audience
Appropriate use of tables, graphs, metrics and tools
Learning objectives
Request the full course agenda.
The nuts and bolts of presenting numbers
Graphs: The cartoons of numbers
A case study from American politics and M&A
The one report every organization needs
Agenda topics
Painting with Numbers: A Different Perspective on the Craft and the Art of Presenting Numbers
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Due to increasingly constrained resources, treasury and finance professionals are asked to step out of their firms’ traditional roles to serve as project managers. In this interactive session, attendees learn how to manage a project from beginning to end: establish project goals, obtain buy-in from internal and external business partners (stakeholders), establish a project roadmap, ensure project progress, anticipate project turbulence and bring the project to successful completion.
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Project Management for Treasury and Finance Professionals
Although finance and treasury have their own departments in corporations, financial acumen is a must for all parts of the business. This highly customizable seminar addresses many accounting and analysis topics. It equips managers to understand operating budgets and how their particular department fits within a company’s overall financial strategy.
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Finance for Non-Finance Managers
Although finance and treasury have their own departments in corporations, financial acumen is a must for all parts of the business. This highly customizable seminar addresses many accounting and analysis topics. It equips managers to understand operating budgets and how their particular department fits within a company’s overall financial strategy.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Understand key financial management concepts
Learn key financial analysis, accounting, and financial performance concepts
Interact with treasury and finance departments more effectively
Learning objectives
Request the full course agenda.
Tailoring your communication to your audience
Clarifying tone and attitude
Best practices for presenting numbers
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Finance for Non-Finance Managers
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Due to increasingly constrained resources, treasury and finance professionals are asked to step out of their firms’ traditional roles to serve as project managers. In this interactive session, attendees learn how to manage a project from beginning to end: establish project goals, obtain buy-in from internal and external business partners (stakeholders), establish a project roadmap, ensure project progress, anticipate project turbulence and bring the project to successful completion.
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Three 2-hour sessions or
One Full Day In-Person
Course length
Learn five phases of project management
Define participant roles in a project
Achieving a successful outcome
Learning objectives
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Defining the project
Constructing the project action plan
Project organization and leadership
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Agenda topics
Project Management for Treasury and Finance Professionals
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Business partnering is the process of developing long-term relationships among members of different business units in an organization to create synergistic, mutually beneficial solutions. This course will cover techniques to build successful partnerships, including how to listen well, ask good questions, and drive discussions to get the information you want.
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Master the Art of Highly Effective Business Partnering
This course trains participants to negotiate more effectively, following an interest-based negotiation model. Designed to be practically applicable for professionals who have limited time and resources to devote to negotiation preparation.
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Negotiation Skills for Treasury and Finance Professionals
Business partnering is the process of developing long-term relationships among members of different business units in an organization to create synergistic, mutually beneficial solutions. This course will cover techniques to build successful partnerships, including how to listen well, ask good questions, and drive discussions to get the information you want.
Quick-Look
Three 2-Hour Virtual Sessions or One Full Day In-Person
Course length
Engage more deeply with your partner
Choose the right communication tool for any situation
Use email more effectively
Develop a strategic plan for partner conversation, presentation, or facilitation
Learning objectives
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The business partnering model
What you ask - crafting more effective questions
The three communication modalities
Choosing the right communication tool
for the situation
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Agenda topics
Master the Art of Highly Effective Business Partnering
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This course trains participants to negotiate more effectively, following an interest-based negotiation model. Designed to be practically applicable for professionals who have limited time and resources to devote to negotiation preparation.
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Two 2-hour sessions or
One Half Day In-Person
Course length
Negotiate more effectively
Better understand the needs and interests of stakeholders and external parties
Learning objectives
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Context of negotiation with business partners
Expand the constraints of negotiation
Treasury and finance negotiation simulation
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Agenda topics
Negotiation Skills for Treasury and Finance Professionals
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Course Catalog Overview
Financial Planning & Analysis
Treasury & Payments Management
Foundational Skills
Exam Prep for Teams
Live Virtual Courses
Self-Paced Courses
Webinars
Exam Prep
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Quick-Look
Course length
Agenda topics
Learning objectives
Request the full course agenda.
Quick-Look
Course length
Agenda topics
Learning objectives
Request the full course agenda.
Quick-Look
Course length
Agenda topics
Learning objectives
Request the full course agenda.
Treasury & Payments Management
Check out Exam prep for teams
