Help your finance team become true business partners.
Custom FP&A and finance training from Paul Barnhurst (The FP&A Guy) and Ron Monteiro, CPA, CMA, author of Love Mondays!. Trained finance teams at Lindt, High Liner Foods, Mars, Walmart, and 50+ other global companies.
Finance Experience
Clients Trained
Followers
(Virtual Course)
The training your team deserves, from instructors the industry trusts.
Paul has designed and delivered courses for the most respected finance certification programs and university partnerships in the industry. That same instructional rigor goes into every program we build for your team.
Meet Your Trainers
Two complementary practitioners with real VP and Director-level finance experience. Paul brings the technical and analytical depth. Ron brings the leadership, communication, and behavioral expertise.
Paul brings 12+ years of hands-on FP&A and finance experience, including business-unit Director and senior FP&A roles at American Express, Solera, and DigiCert. He has spent the last several years designing and delivering courses for the most trusted names in finance education — Wharton Online and Wall Street Prep, Corporate Finance Institute, and the Financial Planning & Analysis Institute — and reaching a global audience of 115K+ finance professionals on LinkedIn.
Paul founded and currently hosts three globally ranked FP&A podcasts (FP&A Unlocked, Financial Modeler's Corner, and Future Finance) with 255K+ downloads across 160+ countries. He was the keynote speaker at the Blueprintt FP&A Summit 2026 in São Paulo.
Ron brings 18+ years of senior finance and FP&A leadership at world-class CPG and food & beverage companies — Kraft, Campbell's, Hitachi, and Kruger — most recently as VP of Finance at a Canadian beverage company. He is the founder of KICT Inc. and the lead facilitator for Clear Concept Inc.'s high-performance teams program.
Ron is an experienced keynote speaker (audiences up to 500), a chair at MacKay CEO Forums, and a passionate advocate for helping finance and accounting teams build world-class communication, presentation, and leadership skills.
Why Finance Leaders Choose Our Training
Corporate training is a crowded market. Here's what separates our programs from the dozens of off-the-shelf alternatives.
Real VP and Director-Level Experience
Paul served as a business-unit Director at companies like American Express, Solera, and DigiCert. Ron was VP of Finance at a Canadian beverage company after 15+ years at Kraft, Campbell's, and Hitachi. You're learning from people who've actually done the work.
Designed by Instructors at Top Finance Programs
Paul is a course designer and instructor at Corporate Finance Institute (FPAP) and a guest instructor at Wharton Online + Wall Street Prep and FPI. The same instructional design rigor goes into every program we deliver to your team.
Custom-Built to Your Team's Needs
No off-the-shelf curriculum. We work with you to design the right combination of courses, length (1.5 hours to multi-day), case studies, and exercises that fit your team's specific challenges and skill gaps.
Two Trainers, Not One
Paul and Ron bring complementary expertise — Paul on the technical, analytical, and Excel side, Ron on leadership, soft skills, and behavioral finance. Two voices keep energy high and let us deliver deeper coverage than a single trainer ever could.
Proven with 50+ Global Companies
Lindt, Walmart, Mars, High Liner, Conagra, Lactalis, Kruger, McCain, Four Seasons, Knix, BlueRock Therapeutics — finance teams across CPG, retail, hospitality, life sciences, and tech have all chosen our training programs.
Practical, Not Theoretical
Real-world examples, hands-on exercises, and frameworks your team can use the next Monday. Every session ends with concrete takeaways — not slides full of theory. That's why 100% of our virtual course graduates recommend us to colleagues.
Courses Tailored to Your Team
Eight flagship courses covering technical FP&A, leadership, communication, and behavioral skills. Click any course for full details. Don't see what you need? We build custom programs too.
Course 01
Storytelling, Business Partnering, and Influencing for Finance Professionals
For: Analysts & Managers
Learning Objectives
- Understand why soft skills are critical for finance professionals
- Practice strategies to improve storytelling, business partnering, and influencing skills
Session Lengths
- 1.5 hours · 3 hours · Full day
Instructors
- Paul Barnhurst & Ron Monteiro
Course 02
Best-Practice FP&A (Budgeting, Analysis, Visualization, Storytelling)
For: Analysts, Managers, Directors
4 Course Sessions Include
- FP&A Overview & Analytics That Drive Insights
- Best Practices in Budgeting & Forecasting
- Management Reporting & Best-in-Class Data Visualization
- Business Partnering, Storytelling & Influencing
Session Lengths
- 2 hours up to 2 days
- Also available as a virtual cohort course
Instructors
- Paul Barnhurst & Ron Monteiro
Course 03
Practical Excel for Finance Professionals (Beginner to Advanced)
For: All Finance Professionals
Learning Objectives
- Be more efficient and effective with Excel
- Learn best-practice design principles for building models
- Master tables, pivot tables, Power Query, functions, and Dynamic Arrays
Session Lengths
- Any length from 1 hour to a full day
Instructors
- Paul Barnhurst & Ron Monteiro
Course 04
Problem-Solving and Decision Making (PSDM) for Finance Professionals
For: Analysts & Managers
Learning Objectives
- Learn a structured approach to define and analyze problems
- Apply the PSDM framework to case studies simulating real work environments
Session Lengths
- 1.5 hours · 3 hours · Full day
Instructors
- Paul Barnhurst & Ron Monteiro
Course 05
Top 10 Leadership Skills for Finance Professionals
For: People Leaders
Learning Objectives
- Develop a common approach to building engagement with your teams
- Learn proven methods for building a high-performing team
Session Lengths
- 1.5 hours · 3 hours · Full day
Instructors
- Paul Barnhurst & Ron Monteiro
Course 06
Best-Practice Data Visualization
For: All Finance Professionals
Learning Objectives
- Best-practice techniques to build visuals that tell a story
- Build several visuals that enhance your finance presentations
Session Lengths
- 1.5 hours · 3 hours · Full day
Instructors
- Paul Barnhurst & Ron Monteiro
Course 07
Cash is King/Queen for Business Leaders
For: Finance or Cross-Functional Business Teams
Learning Objectives
- Practical strategies to drive cash flow and working capital improvements
- In-depth knowledge of working capital and cash flow levers (OI, DPO, DSO, DIO, Capital)
Session Lengths
- 1.5 hours · 3 hours · Full day
Instructors
- Paul Barnhurst & Ron Monteiro
Course 08
All-Star Finance Team (Vision, Mission, Values)
For: All Finance Professionals
Learning Objectives
- Build a vision statement that inspires and motivates your team
- Develop an action plan to implement your team's vision, mission, and values
Session Lengths
- 4 hours · Full day
Instructors
- Paul Barnhurst & Ron Monteiro
Don't see a course your team needs? Reach out and we'll build a custom program.
What Finance Leaders Say
Real words from CFOs, VPs of Finance, and finance team leads who've experienced our training. Every name links to their LinkedIn profile so you can verify it yourself.
Truly an incredible session that helped us sharpen our skills to be more effective at our jobs. Your hands-on and example-heavy approach really helped the team absorb the material quickly.
Paul's approach is fantastic and his ability to educate you on key principles and new formulas to help structure your data in the most efficient way is incredible. I would highly recommend any FP&A team to invest time and training.
Amazing sessions by Ron & Paul. Incredible rapport between both of them. Valuable, practical and digestible content for us to get closer to the problems we are solving.
Hear how Paul and Ron's Best Practices FP&A Course changed the way Jeff approaches FP&A at High Liner Foods.
Amazing course! All 4 sessions added tremendous value to my role and team. They were all very relevant to not just FP&A, but any Finance role. The visualizations really allowed me to understand how to display and share my story in a more understandable way. You both provided incredible tips, resources and examples that catered to everyone.
Ron and Paul orchestrated an exceptional curriculum that was not only comprehensive, but also incredibly insightful and engaging.
