Hosted Training & Workshops
Custom-hosted trainings designed to demystify your numbers, build financial confidence, and turn strategy into success.
Financial Literacy Workshops for Business Leaders & Executives
Numbers shouldn’t be a mystery. They should be your secret weapon.
Our Hosted Training & Workshops empower business leaders and executives with the financial tools they need to scale confidently. Whether you’re a seasoned CEO or just getting started, these financial literacy workshops provide clear, actionable training in a supportive environment.
Workshop Topics That Move the Needle
Our workshops are tailored to your business’s needs and may include:
- Funding Your Vision
- Understanding Financial Statements (P&L, Balance Sheet, Cash Flow)
- Business Budgeting & Forecasting
- Cash Flow Planning & Management
- Pricing Strategy & Profitability
- Financial Goal Setting for Growth
- Money Mindset for Business Leaders
- Basic to Advanced Business Financial Literacy Training
All trainings are designed to be interactive, accessible, and tailored for non-financial founders.
FORMATS AVAILABLE
Need something custom? We’ll build a format that works for your audience.
Who is this service best for?
- Entrepreneurs feeling overwhelmed by their business finances
- Small business owners and executives who want to read and understand financial reportsrs feeling overwhelmed by their business finances
- Teams or mastermind groups seeking custom financial management training
- Organizations looking to host an expert-led financial workshop
Financial Empowerment Leads to Business Freedom
So many business leaders struggle with:
- Not knowing where their money goes
- Undercharging for services
- Growing without a clear financial plan
- Avoiding finances out of fear or overwhelmurs seeking a mergers and acquisitions strategy that aligns with long-term goals
These financial literacy workshops are designed to break that cycle—giving you and your team clarity, tools, and the confidence to lead with the numbers.
Frequently Asked Questions
All sessions are led by Marguerite Pressley Davis, a seasoned financial strategist and entrepreneur.
Absolutely. We meet you where you are—no jargon, no judgment.
Yes! Private, branded, and custom sessions are available.
Booking Request Form
Complete the form and a member of our team will get back to you within 1-2 business days.