WORKSHOPS

Five core programmes, tailored to your business.

Each runs from a half day to several days, in person or live online (or hybrid) and can be built around your own accounts.

Finance for Non-Financial Managers

Confident with the Numbers, Smarter with AI

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 this knowledge to budgets, costs, cash control and investment decisions.

“Very informative and entertaining. Never thought that I would understand this strange world of finance.”

Course outline (PDF)

Reading and Interpreting Financial Statements

Read the Accounts, Use AI to Dig Deeper

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

From Premium to Profit, Smarter with AI

For: Underwriters, brokers, claims, managers & insurance professionals

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

The Global Economy in the Age of AI

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, your customers and the economic environment in which you operate.

“He managed to articulate the very complex financial market environment into a very understandable and digestible presentation.”

Course outline (PDF)

Essentials of Business Finance

The Financial Fundamentals, with AI as Your Guide

For: Graduates, new managers

The basics of business finance, different business models, profit versus cash, debt versus equity and the three financial statements, using well-known companies as case studies.

Course outline (PDF)

Looking for something else? See the full list of more than 100 workshops below, including leadership, influencing, negotiation, writing and presentation skills.

HOW A PROGRAMME COMES TOGETHER

  1. Scoping call. We agree the business problem, the decisions you want improved and what delegates need.

  2. Tailoring. I build the case material from your accounts, your budgeting process and your sector.

  3. Delivery. In person at your offices or live on Teams or Zoom, anywhere in the world.

  4. 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.

Here are more than 100 workshops I have designed and delivered, grouped by topic. Each one is adapted to your business, your people and your numbers. Click any title to open its course outline (PDF).

Finance & commercial

Finance for non-financial managers

Financial statements & analysis

Budgeting, forecasting & cost

Corporate finance & valuation

Commercial awareness & strategy

Economics, banking & markets

Insurance finance

Finance for specific roles

For finance teams

Programmes

Leadership, communication & personal skills

Leadership & management

Project management

Influencing & negotiation

Presenting & pitching

Writing & communication

Sales & client relationships

Personal effectiveness

Discuss a programme

Email me: ted@talkfinancials.com →