Modular curriculum

Pick the track that matches your current business pressure

Our learning paths are built for Australian leadership teams who want reliable, decision-ready financial thinking with minimal reporting overhead. Start with one urgent gap and expand into a steady internal cadence.

Designed to be combined

Each path is independent but complementary. A founder might start with cash stability, add margin mechanics next, and then introduce lightweight scenarios once the team’s language is aligned.

  • Leadership-friendly structures
  • Repeatable monthly and quarterly rituals
  • Clear boundaries: education, not advisory claims
Simple planning board with finance notes
Build clarity first, complexity later.
Three core tracks

Practical paths for modern operators

Each track includes short lessons, discussion prompts, and compact templates. The website presents learning structure only and does not display prices, plans, or tariffs.

Cash & resilience

Establish a reliable internal cash rhythm, learn how timing pressure appears, and connect working capital behaviour to daily operational choices.

Runway signals Receivables logic Monthly pulse

Profit drivers

Decode margin movement through pricing, mix, productivity, and cost patterns so leaders can act on drivers rather than argue about totals.

Pricing quality Mix clarity Cost behaviour

Forecasting & scenarios

Build lightweight decision views for hiring, marketing, and inventory. Focus on a small number of assumptions your team can update consistently.

Best/Base/Worst Sensitivity Trigger checks
How each path feels

Short modules with a meeting outcome

We avoid dense academic packaging. Each path is structured around what leaders need to do differently in their next internal review.

Signal-first start

Begin with a real KPI or variance, then narrow to the few drivers that explain most of the story.

One-page structure

Use compact templates designed to reduce noise and keep cross-functional leaders aligned.

Decision guardrails

End with thresholds, timing checks, and next-step prompts that can be carried into weekly and monthly routines.

Starting points

Choose based on the stress you feel today

If your team is early in the journey, the fastest improvement often comes from aligning language around the most visible operational pressure.

A

Cash feels unpredictable

Start with Cash & Resilience to map timing risk and stabilise what you can control quickly.

B

Revenue is growing but confidence is not

Begin with Profit Drivers to isolate whether growth is healthy, fragile, or fuelled by temporary levers.

C

Big decisions are coming

Add Forecasting & Scenarios once your cash and margin language is stable enough to support reliable assumptions.

Learning artefacts

Templates that keep analysis short and consistent

Each path ships with small internal formats you can embed into leadership reviews. They are designed to work with the reporting you already have.

Cash Pulse Snapshot
A one-page view of liquidity movement and timing pressure.
Margin Stack Notes
A leadership-ready breakdown of pricing, mix, and costs.
Scenario Trigger List
Assumptions and early-warning checks for high-stakes moves.
Compact finance templates on a desk
Build a durable finance cadence

Turn learning into calmer leadership conversations

After you explore the paths, visit Field Notes for concise leadership lenses you can bring into monthly reviews and quarterly planning.

Educational structure only. Prices, plans and tariffs are not displayed on the website.