Monthly Financial Strategy Discussions
We run regular online sessions where finance professionals share what's working right now. Not theory from textbooks—actual methods people use to track spending, manage team budgets, and communicate financial decisions clearly.
These aren't sales pitches. Just straightforward conversations about handling money in business settings. You can ask questions in real time and hear how others solve similar problems.
- Interactive Q&A with practitioners
- Real examples from current projects
- Access to session recordings
- Small group format for better discussion
Access to Practical Experience
Each session covers one specific topic. Last month we talked about explaining budget variances to non-finance people. Before that, it was handling quarterly forecasts with incomplete data.
Sessions run for 90 minutes—60 minutes of structured discussion, then half an hour where you can dig into specifics. We keep groups under 30 people so there's actual space for conversation.
- Monthly sessions scheduled for evenings
- Recordings available for two weeks
- Direct contact with session leaders
- Resource materials you can actually use
Upcoming Events
Summer 2025 Schedule
We've lined up sessions covering the questions people actually ask us. Topics change based on what's relevant—right now everyone's dealing with new reporting requirements and tighter oversight.
14 August 2025 • 19:00 GMT
Communicating Financial Data Without Charts
Sometimes a spreadsheet makes things worse. We'll look at how to explain numbers through narrative structure—what to say first, what details matter, and when to stop talking.
Callum Thistlethwaite
Financial Communications Advisor
3 September 2025 • 18:30 GMT
Managing Budget Conversations with Department Heads
Every department wants more money. Most don't understand why they can't have it. This session walks through framing budget limitations in terms people accept rather than argue against.
Rhydian Pendragon
Corporate Finance Manager
25 September 2025 • 19:00 GMT
Quarterly Forecasts When Data's Incomplete
You need to project numbers but half your teams haven't submitted their updates. We'll cover methods for creating defensible estimates and explaining confidence levels honestly.
Callum Thistlethwaite
Financial Communications Advisor
16 October 2025 • 18:30 GMT
Variance Explanations That Don't Sound Like Excuses
When actual spending doesn't match the plan, someone needs to explain why. This session covers how to frame variances as information rather than failure—and when to just admit something went wrong.
Rhydian Pendragon
Corporate Finance Manager
How Sessions Work
Real Problems, Not Generic Case Studies
We start with a specific scenario someone's dealing with right now. Could be explaining why a project went over budget, or getting sign-off on next year's spending plan. The session leader walks through their approach—not a perfect solution, just what worked for them.
Then we open it up. People share variations they've tried, ask about contexts that differ, suggest alternatives. Sometimes the original approach holds up. Other times someone suggests something better and we all learn from it.
"Last month's session on expense approval workflows saved me about six hours of back-and-forth emails. I changed how I phrase approval requests based on what we discussed, and managers actually respond now."
Sessions happen online. You can join from wherever, camera on or off. We record everything so if your internet cuts out or a meeting runs late, you can catch what you missed. Recordings expire after two weeks because we talk about specific situations—content gets outdated quickly.
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