Building confident budget forecasters with practical, real-world methodologies
Join our hands-on courses designed for Australian businesses looking to build stronger financial planning capabilities. Real scenarios, practical tools, and experienced guidance.
Enquire About Upcoming SessionsOur training sessions are led by professionals who've spent years working directly with Australian SMEs. They understand the unique challenges you're facing because they've been there themselves.
Spent 14 years helping retail businesses in Sydney navigate cash flow challenges. Oliver's approach focuses on building forecasting systems that actually get used rather than collecting dust in spreadsheets. He's particularly interested in helping businesses transition from reactive to proactive financial management.
Works primarily with hospitality and service businesses across Melbourne. Petra brings a practical perspective from her background in operational finance. She's known for making complex forecasting concepts accessible and creating tools that business owners can actually implement without needing an accounting degree.
Brings 11 years of experience working with professional services firms and consultancies. Sienna specializes in teaching businesses how to build multiple forecast scenarios and prepare for uncertainty. Her workshops emphasize creating flexible planning frameworks that adapt as circumstances change throughout the year.
This three-day intensive covers the core principles of building reliable financial forecasts. We'll work through real case studies from Australian businesses, discuss common forecasting mistakes, and build practical templates you can take back to your organization. Participants typically leave with a working forecast model tailored to their industry.
Designed for businesses that already do basic forecasting but want to improve accuracy and add scenario planning. We'll dig into seasonal variation analysis, working capital management, and building flexible models that account for growth. This course assumes you're already tracking income and expenses systematically.
Moving beyond annual budgets to implement rolling forecast systems that update quarterly. This two-day workshop is for businesses ready to adopt more dynamic planning processes. We cover variance analysis, forecast adjustment techniques, and building planning rhythms that work for smaller teams without massive administrative overhead.
Sector-focused sessions covering the unique forecasting challenges in retail, professional services, and hospitality. Each industry has different cash flow patterns and planning requirements. These smaller group workshops allow us to go deeper on the specific metrics and approaches that matter most for your business type.
Running a design consultancy in Newtown, I had numbers everywhere but no coherent picture. The September 2024 course helped me consolidate everything into a system I actually understand. Not perfect yet, but I can finally see three months ahead with reasonable confidence.
6-month participant update
I was skeptical about whether forecasting would work for a business as unpredictable as ours. We run three cafes, and revenue can swing wildly. The course didn't promise miracles, which I appreciated. Instead, we learned to build ranges rather than exact predictions and focus on the factors we could actually influence. Our cash reserves improved because we started planning for the slow months properly. Still learning, but the framework has been genuinely useful. The scenario planning exercises were particularly valuable—we now map out best case, likely case, and challenging case scenarios each quarter.
12-month participant reflection
What stood out was the focus on simplicity. We left with templates we could actually maintain without hiring additional staff. Eight months later, we're still using the weekly cash position tracker and quarterly forecast review process. It's become part of how we operate.
Ongoing implementationOur 2025 courses are open for registration. Sessions are limited to 15 participants to maintain the practical, hands-on nature of the workshops. Contact us to discuss which course might suit your current needs and experience level.