Workshop: Financial Fluency for Next Gen Leaders

About this event

Stop Flying Blind with Your Business Finances

Most business owners & leaders spend their days focused on growing revenue, but only 1 in 10 closely-held businesses have financial books they can rely upon . Without accurate, actionable financial data, you’re making critical business decisions in the dark—and that’s a recipe for unexpected cash crunches, missed opportunities, and sleepless nights.

What You’ll Learn in This Intensive Half-Day Workshop

The 5-Step Monthly Financial Review System

Learn the proven framework that has helped hundreds of business owners move from financial anxiety to confident decision-making:

• Liquidity : Can I pay my bills tomorrow?

• Solvency : Can I pay my bills long-term?

• Efficiency : Am I operating as efficiently as possible?

• Return/Profit : How do I think about and improve my return on investment?

• Plan vs. Actual : Are we on track with our goals?

What Makes This Program Different

Beyond Traditional Accounting

This isn’t about becoming an accountant—it’s about becoming a confident business leader who can:

• Have “curious conversations” with the right people in your organization

• Spot potential problems months before they become crises

• Make growth decisions from a position of financial strength

The Prosperity Ladder Framework

Build your business on the solid foundation of the five rungs of prosperity:

• Data

• Cash Flow

• Profit (Money Freedom)

• Lifestyle (Time Freedom)

• Legacy (Mind Freedom)

Complete Program Includes:

Live 3-Hour Intensive Workshop

• Interactive training with real case studies

• Small group discussions and peer learning

• Dashboard and visual tools you can implement immediately

• Q&A with MACKEY financial experts

Comprehensive Online Course Access

• Detailed video tutorials and step-by-step guides

• The Prosperity Playbook with implementation checklists

• Lifetime access to course materials

Personal 1:1 CFO Session (1.5 Hours)

• Individual consultation with a MACKEY CFO

• Review your specific business financials

• Customize the 5-step review process for your business

• Create your personalized action plan

Perfect For Business Owners & Leaders Who:

• Feel overwhelmed by financial statements and numbers

• Want to move beyond “hoping” their business is profitable

• Need better cash flow management and forecasting

• Want to make confident growth decisions based on data

• Are ready to build systems that support sustainable prosperity

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Pricing for Complete Program

Members: $399 | $349 for an additional member from the same company | $1075 for three members from the same company

Non-Member: $499 | $449 | No additional discounts

Includes live workshop, online course access, and personal CFO consultation

From Goering Center for Family & Private Business