About this Event
NEW! Hands-On AI Financial Dashboard Experience
You don't have to be a financial expert to be a great business leader. But understanding the numbers behind your business can change the way you lead, contribute, and make decisions.
For many emerging leaders in family and privately owned businesses, financial statements can feel like a different language. You may see the reports, attend the meetings, or hear conversations about cash flow, profitability, and financial performance without fully understanding what the numbers mean or how they relate to your role.
You're not alone. And you don't have to figure it out on your own.
Financial Fluency for Next-Gen Leaders is designed to help you build the knowledge, confidence, and practical skills to better understand your company's financial health and put that understanding to work.
And now, we're taking that learning one step further.
Alongside financial fundamentals, you'll explore how artificial intelligence can help transform financial reports into a visual dashboard, making it easier to recognize trends, ask better questions, and understand the story behind the numbers.
What You'll Learn
The Five Essentials of Financial Health
Using a practical, five-step monthly financial review framework, you'll learn how to evaluate:
- Liquidity: Can our business meet its immediate financial obligations?
- Solvency: Are we financially positioned for the long term?
- Efficiency: How effectively are we using our resources?
- Return and Profitability: Are we generating the returns we need to sustain and grow the business?
- Plan vs. Actual: Are we performing according to plan, and what should we do when the numbers tell a different story?
More importantly, you'll learn what these measurements mean, why they matter, and how to use them to inform everyday conversations and decisions.
NEW! What to Expect: Build Your Financial Dashboard Live With AI
Understanding financial information is one thing. Being able to see it, interpret it, and use it is another.
During this interactive portion of the workshop, you'll explore how AI tools such as ChatGPT, Claude, Microsoft Copilot, or Google Gemini can help organize financial information into a dashboard built around the five essential measures of business health.
You'll have the opportunity to work with your company's financial reports, with appropriate authorization, or use sample financial data provided for the workshop.
With guidance from experienced CFOs, you'll learn how to:
- Upload and organize financial information using an approved AI platform.
- Generate a preliminary dashboard that highlights important financial metrics.
- Identify inconsistencies, misclassified expenses, or information that needs clarification.
- Check key figures against the original financial statements.
- Refine the dashboard by giving AI instructions in plain English.
- Explore how the dashboard can support better financial conversations and business decisions.
No advanced AI experience required. The goal isn't to create a perfect dashboard in one morning. It's to understand how these tools can help you begin turning financial information into something meaningful, practical, and actionable.
What to Bring
Please bring a laptop with access to an AI platform that supports Excel file uploads and chart creation. Confirm those capabilities before attending.
If you plan to use your company's financial information, obtain the appropriate authorization and ensure the AI platform and account are approved for that use under your organization's data security and confidentiality policies.
Sample financial information will be available for participants who prefer not to work with company data.
More Than an Accounting Lesson
This workshop isn't about turning you into an accountant.
It's about helping you become a more informed, confident contributor to your business.
You'll develop the knowledge and confidence to:
- Participate more meaningfully in financial discussions.
- Recognize potential financial challenges before they become larger problems.
- Understand how decisions across departments affect the company's financial performance.
- Ask more informed questions of owners, financial leaders, and advisors.
- Connect financial performance to business growth, sustainability, and long-term success.
You'll also explore the Prosperity Ladder Framework, which connects reliable financial information, cash flow, profitability, and financial freedom to the long-term legacy of the business.
Your Complete Learning Experience Includes
Interactive Half-Day Workshop
Financial instruction, practical examples, collaborative discussions, hands-on AI dashboard development, and guidance from MACKEY financial experts.
Comprehensive Online Learning Resources
Access to detailed video tutorials, step-by-step guides, the Prosperity Playbook, and supporting implementation materials.
Personal 1:1 CFO Session (90 Minutes)
A dedicated session with a MACKEY CFO to review your company's financial information, explore application of the five-step framework, and develop a personalized action plan.
Who Should Attend?
This workshop is especially valuable for:
- Next-generation family business leaders and successors.
- Emerging leaders preparing for greater responsibility.
- Operations, project, and department managers.
- HR, administrative, and office management professionals.
- ESOP employee-owners and developing leaders.
- Business owners who want greater confidence interpreting financial information.
You don't need a finance degree, an accounting background, or advanced AI skills.
Bring your curiosity, your questions, and a willingness to learn.
Because understanding the numbers isn't just for the people preparing the reports. It's for the people making decisions, leading teams, and helping the business move forward.
Workshop Details
Tuesday, February 2, 2027
8:30 AM–12:00 PM
Goering Center for Family & Private Business
225 Calhoun Street, Cincinnati, OH
Investment
Goering Center Members: $399
Additional member from the same company: $349
Three members from the same company: $1,075
Non-Members: $499
Includes the live workshop, online learning resources, and personal CFO consultation.
Register today and take the next step toward greater financial confidence.
Event venue & nearby stays
Goering Center for Family & Private Business, 225 Calhoun St, Cincinnati, United States
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