WORKSHOPS
Five core programmes, tailored to your business.
Each runs from a half day to several days, in person or live online and can be built around your own accounts.
Finance for Non-Financial Managers
For: Managers with little or no finance background
How a company is structured, trades and is funded; reading the income statement, balance sheet and cash flow; then applying it to budgets, costs, cash and investment decisions.
“Very informative and entertaining. Never thought that I would understand this strange world of finance.”
Reading and Interpreting Financial Statements
For: Managers, sales, procurement
Use key ratios to judge a company’s profitability, returns, financial strength and value, working from the accounts of well-known companies. Two one-day levels: introduction and advanced.
“He was able to deliver it to us in a way that is relatable and easy to understand.”
Introduction outline (PDF) · Advanced outline (PDF)
Finance for Non-Financial Insurance Professionals
For: Underwriters, brokers, claims, managers
From gross written premium to the combined ratio: how insurers earn premium, reserve for claims and report their results under UK GAAP and IFRS 17.
“Informative and engaging. I feel far more relaxed about this. It was very interesting too, which I wasn’t expecting.”
Course outline (PDF) · UK GAAP module (PDF) · IFRS 17 module (PDF)
Global Macro Economics
For: Leaders, financial services
From the history of money to crypto, QE and the bond markets: how interest rates, inflation and government policy shape your business and your customers.
“He managed to articulate the very complex financial market environment into a very understandable and digestible presentation.”
Essentials of Business Finance
For: Graduates, new managers
Business models, profit versus cash, debt versus equity and the three financial statements, using well-known companies as case studies. One day.
Looking for something else? See the full list of over 100 workshops below, including leadership, influencing, negotiation, writing and presentation skills.
HOW A PROGRAMME COMES TOGETHER
Scoping call. We agree the business problem, the decisions you want improved and what delegates need.
Tailoring. I build the case material from your accounts, your budgeting process and your sector.
Delivery. In person at your offices or live on Teams or Zoom, anywhere in the world.
After the workshop. Delegates leave knowing how to use AI to keep building their financial fluency.
“Great 2 day course, very interesting and Ted kept it fun and interactive. Relevant training materials, using our own financial statements.”
Delegate · Finance for Non-Financial Managers
FULL COURSE LIST
Every programme is a starting point.
These are the 124 workshops I have designed and delivered, grouped by topic. Each one is adapted to your business, your people and your numbers.
Finance & commercial
Finance for non-financial managers
Finance for Non-Financial Managers (PDF) · Advanced Finance for Non-Financial Senior Executives (PDF) · Finance for Directors · Essentials of Business Finance (PDF) · Finance for Graduates · Finance for Small Businesses & Entrepreneurs (PDF) · Finance for the PA
Financial statements & analysis
Introduction to Reading & Interpreting Financial Statements (PDF) · Advanced Reading & Interpreting Financial Statements (PDF) · Reading Corporate Financial Statements for Underwriters (PDF) · Understanding Client Financials for Brokers · Credit Risk Analysis
Budgeting, forecasting & cost
Budgeting and Forecasting for Non-Financial Managers · Advanced Budgeting · Finance for Budget Holders · Financial Planning and Forecasting · Understanding Costs & Budgets · Cost Analysis and Reporting Techniques · Customer Lifetime Value Analysis
Corporate finance & valuation
Essentials of Corporate Finance · Strategic Finance for Non-Financial Senior Executives · Financial Decision Making · Company Valuations · Private Equity · Portfolio Management & Investment Analysis · Behavioural Finance
Commercial awareness & strategy
Commercial Awareness · Strategic Commercial Awareness · Business Dynamics · Business Acumen & Value Selling · Operational Management & Finance · Strategic Thinking & Planning · Strategy Excellence: From Strategic Vision to Tactical Execution · Problem Solving & Decision Making · Creative Thinking · Challenging the Status Quo · Process Improvement to Raise Performance
Economics, banking & markets
Global Macro Economics (PDF) · Understanding the City & Global Financial Markets · Barter to Crypto · The Impact of Interest Rates · Banking & Finance Masterclass · Strategic Commercial Awareness in Banking · Finance for Senior Managers in Banking · Loan Management · Finance, Risk Management & Corporate Governance
Insurance finance
Finance for Non-Financial Insurance Professionals (PDF) · Insurance Finance for Graduates · Reading Insurance Financial Statements: UK GAAP (PDF) · Reading Insurance Financial Statements: IFRS 17 (PDF) · Advanced Reading Insurance Financial Statements · Selling into Financial Services
Finance for specific roles
Finance for Sales Professionals · Finance for Procurement Professionals · Finance for Project Managers · Finance for Telecoms Professionals · Managing Key Suppliers · Effective Contract Management
For finance teams
AI in Finance (PDF) · Forecasting and Finance Business Partnering · Commercial Skills for Finance · Financial Skills & Communication · Building a Financial Control Environment · Report Writing for Audit · Client Services for Credit Control · Train the Finance Trainer · Bookkeeping (Introduction & Advanced)
Programmes
5-Day Mini MBA in Leadership, Strategy & Finance · Mini MBA in Telecoms
Leadership, communication & personal skills
Leadership & management
Essential Management Skills · Introduction to Leadership · Strategic Leadership · Leadership, Innovation & Entrepreneurial Skills · Leading Change · Leading Teams in a Hybrid Working Environment · Coaching & Mentoring Skills for Managers · Delegating Effectively and Holding People Accountable · Ownership & Empowerment · Performance Management & Giving Effective Feedback · Recruitment & Interview Skills · Handling Difficult Conversations · Facilitation Skills · The Art of Conducting Meetings
Project management
Project Management · Managing Successful Projects · Project Management & High-Performance Teams · Mentoring for Project Managers
Influencing & negotiation
Influencing & Persuading Skills · Advanced Influencing & Persuading · Engaging & Influencing Stakeholders · Networking & Strategic Influencing · Negotiation Skills · Advanced Negotiation Skills · Negotiation with Numbers · Negotiation & Sales
Presenting & pitching
Presentation Skills · Presenting to the C-Suite · Presenting Virtually · Pitch and Present to Win New Business · Pitching Skills for Entrepreneurs · Storytelling
Writing & communication
Business Writing Skills · Persuasive Business Report Writing · Technical Report Writing · Essentials of Business Grammar · Press Release Writing · Communication Skills · The Neuroscience of Workplace Communication
Sales & client relationships
Client Relationship Management · Account Management · Consultative Selling · Sales Training & Pitching Skills · Articulating & Communicating the Value Proposition · Developing Services
Personal effectiveness
Assertiveness & Confidence at Work · Developing Personal Impact · Personal Branding · Interpersonal Skills · Time Management · Delivering Results · Self Management & Personal Development · Managing Stress & Pressure · Wellbeing and Personal Resilience · Critical Thinking & Building Personal Resilience