Master Your Budget Review Process
Expert-Led Sessions on Real Budget Challenges
We've been running these webinars since 2019, and what I love most is hearing from participants who actually use these techniques in their businesses. Last month, someone told me they finally understood why their quarterly reviews weren't working – turns out they were looking at the wrong metrics entirely.
These aren't theoretical presentations. We walk through real scenarios, use actual business examples (with permission, of course), and tackle the messy situations that textbooks don't cover. You'll leave with templates, checklists, and a clear understanding of what questions to ask during your next budget review.

Quarterly Review Fundamentals
Start with the basics – how to structure your quarterly reviews so they actually help you make better decisions. We'll cover which metrics matter most and how to spot trends before they become problems.
Cash Flow Forecasting Workshop
Learn to build realistic cash flow projections that account for seasonal variations, payment delays, and unexpected expenses. Includes downloadable templates you can customize for your business.
Budget Variance Analysis
When actual results don't match your budget, what next? We'll explore systematic approaches to understanding variances and deciding which ones require immediate action versus ongoing monitoring.
What Makes These Sessions Different
We keep groups small – usually 15-20 participants – so there's time for questions and discussion. Every session includes breakout activities where you work on your own numbers with guidance from our facilitator.
Live Demonstrations
Watch as we build budget models in real-time, explaining each decision and calculation along the way.
Peer Learning
Connect with other business owners facing similar challenges and learn from their experiences.
Take-Home Resources
Every participant receives templates, checklists, and reference guides they can use immediately.

"I've found that most budget problems stem from asking the wrong questions rather than using the wrong formulas. These sessions focus on developing better financial intuition." – Isabelle Thornbury, Lead Facilitator
Ready to Improve Your Budget Process?
Sessions fill up quickly, but we run them quarterly throughout the year. Early bird pricing available for all September sessions.
Reserve Your Spot