Executive Education
WORKSHOPS
SERIES
Simulation-based learning tools for modern finance leaders. Each workshop is a printable, fillable canvas designed to build systems thinking through structured exercises, not passive reading.
29 SIMULATION WORKSHOPS
Acquisition Due Diligence Lab
Acquisition Due Diligence Lab is a hands-on, systems-based M&A workshop where participants evaluate financial, operational, and integration risks to determine whether an acquisition should proceed, be restructured, or be abandoned.
AI Agents for Finance
AI Agents for Finance is a practical workshop that teaches finance leaders how to design, govern, and deploy autonomous AI agents that securely automate complex finance workflows while maintaining strong controls and human oversight.
AI Governance for Finance
AI Governance for Finance is a hands-on workshop that equips finance leaders to design practical AI governance frameworks that enable secure, compliant, and responsible AI adoption while managing model risk, bias, and regulatory obligations.
Annual Planning and Rolling Forecast
Annual Planning and Rolling Forecast is a practical workshop that helps finance leaders replace static annual budgeting with a continuous, driver-based planning and rolling forecast system that improves forecast accuracy, accelerates decision-making, and optimizes resource allocation.
The Board Meeting Simulation
The Board Meeting Simulation is an immersive workshop that prepares finance leaders to confidently navigate board meetings by strengthening board communication, governance, audit committee engagement, and executive-level decision-making under pressure.
Capital Allocation Committee
Capital Allocation Committee is an interactive workshop that equips finance leaders to make disciplined capital allocation decisions by evaluating competing investments, balancing portfolio risk and return, and optimizing scarce resources for long-term value creation.
Cash Crisis War Room
Cash Crisis War Room is an intensive crisis simulation that equips finance leaders to manage severe liquidity challenges through cash preservation, stakeholder communication, turnaround planning, and high-pressure decision-making.
The CEO Decision Room
The CEO Decision Room is an executive simulation that prepares CFOs to advise CEOs on high-stakes strategic decisions by applying rigorous financial analysis, evaluating complex trade-offs, and delivering independent recommendations under uncertainty.
Cybersecurity for Finance Leaders
Cybersecurity for Finance Leaders is a practical workshop that equips finance executives to quantify cyber risk, evaluate cybersecurity investments and insurance, strengthen financial controls, and lead the financial response to cyber incidents with confidence.
Financial Modeling
Financial Modeling Workshop is a hands-on workshop that equips finance leaders to build robust, decision-focused financial models using sound architecture, scenario analysis, sensitivity testing, and audit-ready best practices.
Financial Process and Design Management
Financial Process and Design Management is a practical workshop that equips finance leaders to redesign finance processes, embed effective controls, accelerate automation, and build scalable operating models that improve efficiency, resilience, and governance.
Fraud Discovery Protocol
Fraud Discovery Protocol is an immersive simulation that equips finance leaders to detect fraud, conduct disciplined investigations, manage regulatory and stakeholder communications, and lead financial restatement and remediation with confidence.
International Tax and Finance
International Tax and Finance is a practical workshop that equips finance leaders to manage cross-border tax strategy by addressing transfer pricing, permanent establishment risk, international cash flows, and global tax compliance in an evolving regulatory environment.
IPO Readiness Simulation
IPO Readiness Simulation is an immersive workshop that prepares finance leaders to lead a successful IPO by building public-company governance, SOX compliance, investor readiness, financial reporting capabilities, and scalable operating infrastructure.
Organizational Debt Diagnostic
Organizational Debt Diagnostic is a practical workshop that equips finance leaders to identify, quantify, prioritize, and eliminate organizational debt across processes, people, technology, governance, and culture to enable sustainable business growth.
Post-Merger Integration
An interactive workshop that equips leaders to manage post-merger integration by addressing system dependencies, cultural alignment, synergy realization, and Day-One execution through realistic simulations and strategic planning.
Pricing Strategy Tournament
An interactive pricing strategy workshop where teams design, test, and refine pricing models under competitive pressure to maximize value, profitability, and long-term growth.
Quarterly Earnings Call Rehearsal
An immersive earnings call simulation that prepares finance leaders to confidently present financial results, deliver credible guidance, and navigate challenging analyst questions while maintaining market trust and regulatory compliance.
Revenue Recognition Workshop
A hands-on ASC 606 workshop that helps finance teams apply revenue recognition principles to complex contracts, contract modifications, SSP allocation, and audit-ready financial reporting decisions.
Sales and Use Tax Workshop
A practical sales and use tax workshop that equips finance teams to manage multi-jurisdiction compliance, nexus obligations, taxability, audit readiness, and automation to reduce tax risk and ensure regulatory compliance.
Scenario Planning Lab
An interactive scenario planning workshop that helps leaders build resilient strategies by stress-testing decisions, designing contingency triggers, and preparing for multiple plausible future business environments.
Standard Costing and Activity-Based Costing
A hands-on costing workshop that enables finance leaders to apply standard costing and activity-based costing to improve pricing, profitability analysis, cost allocation, and strategic decision-making.
Working Capital War Room
A practical working capital workshop that helps finance leaders optimize cash flow by improving the cash conversion cycle, forecasting liquidity, and unlocking cash through strategic management of receivables, payables, and inventory.
The Systems CFO Manifesto Alignment Canvas
A personal leadership tool and communication document. Forces you to declare your operating philosophy in writing, identify your three non-negotiable principles, map the system boundaries you manage, and define the feedback loops you monitor. Includes a quarterly self-assessment and team alignment tracker.
From Spreadsheets to Systems in Four Hours
A four-hour, four-team simulation-based workshop. Teams move from seeing the system (Hour 1: Basic) through designing the architecture (Hour 2: Intermediate) and stress-testing feedback loops (Hour 3: Advanced) to a final 30-minute scramble with new teams on an unfamiliar issue (Hour 4: Zen). Includes all scoring sheets and facilitator notes.
Complexity Lab: Seeing Emergence
You cannot understand emergence by reading about it — you must feel it. Four teams manage interconnected systems across five simulation rounds with escalating complexity. Teams experience feedback loops in real time, witness emergent outcomes nobody designed, discover why prediction fails in complex systems, and learn to intervene at leverage points. Includes complete facilitator guide and simulation mechanics.
Leading Through Ambiguity
When the spreadsheet ends, leadership begins. Four structured blocks build the judgment that numbers alone cannot provide: narrative thinking (stress-testing the story behind the data), ethical reasoning (two real dilemmas with no clear right answer), philosophical frameworks (first principles, dialectical reasoning, thought experiments), and an integration capstone applying all three to a single decision.
System Boundaries: When the Rules Change
The rules that got you here will not get you there. Every growing company crosses thresholds — revenue, headcount, product complexity, geography — where the operating logic changes completely. Teams map every boundary, analyze what breaks on the other side, pre-build the next-phase operating model, and create a live boundary-monitoring dashboard with triggers and owners.
Value Creation Sprint
Strategy without a business case is a wish. Cross-functional teams (Finance, Sales, Ops, Engineering) identify the binding constraint in the value chain, build a complete business case in real time, and pitch to the executive panel for an immediate Go/No-Go decision. Execution begins Monday. Includes full facilitator guide, business case templates, ROI calculator, and executive decision sheets.