Workshop: Financial Fluency for Next Gen Leaders

Most business owners & leaders spend their days focused on growing revenue, butonly 1 in 10 closely-held businesses have financial books they can rely upon. Without accurate, actionable financial data, you're making critical business decisions in the dark—and that's a recipe for unexpected cash crunches, missed opportunities, and sleepless nights.

Learn the proven framework that has helped hundreds of business owners move from financial anxiety to confident decision-making:

1. Liquidity: Can I pay my bills tomorrow?
2. Solvency: Can I pay my bills long-term?
3. Efficiency: Am I operating as efficiently as possible?
4. Return/Profit: How do I think about and improve my return on investment?
5. Plan vs. Actual: Are we on track with our goals?

This isn't about becoming an accountant—it's about becoming a confident business leader who can:

• Have "curious conversations" with the right people in your organization
• Spot potential problems months before they become crises
• Make growth decisions from a position of financial strength

Build your business on the solid foundation of the five rungs of prosperity:

1. Data
2. Cash Flow
3. Profit (Money Freedom)
4. Lifestyle (Time Freedom)
5. Legacy (Mind Freedom)

• Interactive training with real case studies
• Small group discussions and peer learning
• Dashboard and visual tools you can implement immediately
• Q&A with MACKEY financial experts

• Detailed video tutorials and step-by-step guides
• The Prosperity Playbook with implementation checklists
• Lifetime access to course materials

• Individual consultation with a MACKEY CFO
• Review your specific business financials
• Customize the 5-step review process for your business
• Create your personalized action plan

• Feel overwhelmed by financial statements and numbers
• Want to move beyond "hoping" their business is profitable
• Need better cash flow management and forecasting
• Want to make confident growth decisions based on data
• Are ready to build systems that support sustainable prosperity

Includes live workshop, online course access, and personal CFO consultation

Event venue & nearby stays

Goering Center for Family & Private Business, 225 Calhoun St, Cincinnati, United States

Concerts, fests, parties, meetups — all the happenings, one place.

Get the app →