Financial Learning That Actually Sticks

Most finance courses teach theory. We focus on what happens when your team needs to understand budget forecasts at 4pm on a Thursday. Real situations, practical guidance, experienced mentors who've been there.

Cassidy Brennan, Lead Finance Instructor

Cassidy Brennan

Lead Finance Instructor

Fifteen years in corporate finance taught me something important. Technical skills matter, but understanding how people actually learn under pressure matters more. I've trained teams across Melbourne and Sydney since 2018.

How We Actually Teach This Stuff

Real Scenarios First

We start with situations you'll face next week. Not textbook examples from 2015. Your team needs to reconcile accounts or present budget forecasts? That's where we begin. Theory comes after you understand why it matters.

Hands-On From Day One

Cassidy runs live workshops where mistakes are expected. She's been doing this since 2019 and knows exactly where people get stuck. You'll work through problems together, not just watch presentations.

Ongoing Support

Learning doesn't stop after the session. Questions come up when you're back at your desk trying to apply what you learned. We're available for follow-up guidance because that's when it really counts.

Team-Based Learning

Your colleagues face similar challenges. Working through problems together builds confidence faster than solo study. Plus, you'll understand how your role connects to others in your team.

What You'll Notice First

These aren't promises. They're patterns we've seen repeatedly since launching our Australian programs in early 2023. Every team moves at their own pace, but here's what typically happens.

First Week

Immediate Clarity

The concepts that seemed confusing suddenly make sense. Not because we simplified them, but because you're seeing how they apply to your actual work. Most people have at least one "oh, that's why we do it that way" moment in the first session.

Week 2-3

Confidence Builds

You start handling tasks without checking with your manager every time. Small things at first. By week three, you're usually comfortable with basic reconciliation and can spot common errors before they become problems.

First Month

Skills Stick

This is where it becomes second nature. You're not just following steps anymore. You understand the logic behind financial processes and can adapt when situations don't match the textbook examples.

Problems We Help Teams Solve

After working with over 40 Australian businesses since 2023, we've noticed the same obstacles keep showing up. Here's how we address them.

Common Issue

Financial Reports Feel Like Foreign Language

Your team receives monthly reports but nobody's quite sure what they're looking at. Numbers exist, but the story behind them stays hidden. This creates decision-making delays and missed insights.

Our Approach:

  • Start with one report your team uses weekly
  • Break down each section with real examples from your industry
  • Practice identifying trends and anomalies together
  • Build confidence through repeated, supported analysis
Common Issue

Budget Planning Causes Stress

Quarter-end budget reviews bring anxiety instead of useful planning. Your team knows their department but struggles to translate operational needs into financial forecasts that make sense to leadership.

Our Approach:

  • Map out your actual budget cycle and pain points
  • Work through forecasting with your real data
  • Develop templates that fit your workflow
  • Practice presenting numbers in leadership meetings
Common Issue

Reconciliation Takes Too Long

Month-end close stretches for days because reconciliation processes aren't streamlined. Your team knows something's inefficient but isn't sure how to fix it without creating new problems.

Our Approach:

  • Review your current reconciliation workflow together
  • Identify bottlenecks and repetitive manual work
  • Teach systematic error-checking techniques
  • Implement practical shortcuts that actually work
Common Issue

New Team Members Struggle

Onboarding new finance team members takes months. They're capable people, but your systems and processes aren't documented well. Training falls on already-busy staff and quality varies.

Our Approach:

  • Create structured learning path for new hires
  • Document your processes during training sessions
  • Build consistency in how knowledge transfers
  • Establish checkpoints for confidence and capability
Rhiannon Mitchell, Finance Training Specialist

Meet Rhiannon Mitchell

Rhiannon joined our teaching team in 2022 after spending twelve years in finance operations. She specializes in helping teams who find traditional training too theoretical or disconnected from daily work.

  • Started teaching finance fundamentals to non-finance teams in 2020
  • Worked with companies from 15-person startups to 200+ employee organizations
  • Focuses on practical application rather than certification preparation
  • Available for questions between scheduled sessions
  • Develops custom examples using scenarios from your actual business

Her teaching style works well for teams who need to understand finance concepts without becoming accountants. Most participants describe her sessions as surprisingly engaging, which isn't something people usually say about finance training.

Talk About Your Team's Needs