Workshop: Financial Fluency for Next Gen Leaders

Stop Flying Blind with Your Business Finances

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.

What You'll Learn in This Intensive Half-Day Workshop

The 5-Step Monthly Financial Review System

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?

What Makes This Program Different

Beyond Traditional Accounting

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

The Prosperity Ladder Framework

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)

Complete Program Includes:

Live 3-Hour Intensive Workshop

• 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

Comprehensive Online Course Access

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

Personal 1:1 CFO Session (1.5 Hours)

• 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

Perfect For Business Owners & Leaders Who:

• 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

Pricing for Complete Program

Members: $599 | $499 for an additional member from the same company | $1500 for three members from the same company

Non-Member:$699 | $599 | No additional discounts

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