Train your finance team to influence business decisions, not just report the numbers.
Customized training that helps finance teams communicate insights, challenge assumptions, and become better business partners. Trusted by teams at Walmart, Dollar General, Lindt, and more.
Practitioner & Trainer
Clients Trained
FP&A Courses
48 Students Surveyed
Learn from an instructor who teaches for Wharton Online, CFI, and other leading FP&A programs
Paul designs and delivers courses for respected finance certification programs. That same instructional rigor is built into every corporate training program delivered to your team.
Two Finance Experts. One Complete FP&A Training Program.
Your team learns from two complementary finance practitioners: Paul builds the technical and analytical capability; Ron builds the communication, leadership, and influence skills. Together, they help finance teams turn better analysis into better business decisions.
Paul helps finance teams become stronger business partners: data storytelling, modeling, analytics, data visualization, and business partnering.
- 15+ years of hands-on finance experience
- Business-unit Director and senior FP&A roles at American Express, Solera, and DigiCert
- Instructor and course designer for Wharton Online, CFI, and leading FP&A programs
- Host of FP&A Unlocked, Financial Modeler’s Corner, and Future Finance
- Known for helping teams build better models, visuals, and tell data stories that drive clear business recommendations
Ron helps finance professionals become stronger communicators, presenters, and business partners.
- 18+ years of FP&A and business finance experience
- Leadership roles at Kraft, Campbell’s, Hitachi, and Kruger, most recently as VP of Finance
- Develops and teaches content for the Wharton Online FP&A program
- Author of Love Mondays! and host of the Love Mondays Podcast featuring global leadership voices
- Helps finance teams improve how they present, influence, and partner with the business
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 18+ years of senior finance leadership at Kraft, Campbell's, Hitachi, and Kruger. 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 Paul and Ron are both instructors for the Wharton Online + Wall Street Prep program. The same instructional design rigor goes into every program we deliver to your team.
Custom-Built to Your Team's Needs
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 and real-world experience. Paul on the technical, data storytelling and visualization, analytical, and Excel side, Ron on leadership, soft skills, and communication. 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 Foods, Four Seasons, Knix, BlueRock Therapeutics and more. Finance teams across CPG, retail, hospitality, life sciences, tech and more have all chosen our training programs.
Practical, Not Theoretical
Real-world examples, hands-on exercises, and frameworks your team can use immediately. Every session ends with concrete takeaways. That's why 100% of surveyed virtual FP&A 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 multiple days
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.
Not sure which training format fits your team?
We can help you identify the right mix of FP&A, Excel, visualization, storytelling, and business partnering training based on your team’s goals.
Book a Discovery Call →
What Finance Leaders and Students 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.
