Financial & Leadership Consultants

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Financial & Leadership Consultants

Financial & Leadership ConsultantsFinancial & Leadership ConsultantsFinancial & Leadership Consultants

Financial Leadership Coaching: Demystifying Municipal Finance

Financial Leadership Coaching: Demystifying Municipal FinanceFinancial Leadership Coaching: Demystifying Municipal FinanceFinancial Leadership Coaching: Demystifying Municipal Finance

Financial Skills Assessments, Financial Leadership Coaching and Online Financial Training

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  • Testimonials
  • Contact Us
  • About

Financial Skills Assessments

Financial Leadership Coaching

Financial Skills Assessments

We provide Financial Skills Assessments for individual contributors, non-financial managers and financial leaders, covering a wide array of financial topics and financial leadership roles.  Such assessments may be purchased "off the shelf" or we can create a customized assessment for you or your organization.  Our financial skills assessments will help you determine whether financial leadership coaching and/or financial training may be right for you.

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Financial Training

Financial Leadership Coaching

Financial Skills Assessments

We provide online training on a variety of financial topics and we are continuously updating and adding to our library.  Such training may be purchased "off the shelf" or can be customized to your or your organization's needs.  Our training is one resource that we make available to you through our financial leadership coaching and financial assessment programs.

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Financial Leadership Coaching

Financial Leadership Coaching

Financial Leadership Coaching

We are available to engage in 1:1 financial leadership coaching, for non-financial managers and for financial leaders as well.  These sessions, taken in conjunction with our Financial Skills Assessment, will help you identify your strengths and areas for growth in your financial leadership skills.  We'll assist you in prioritizing which financial skills learning curves to ascend first.

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Curious? Contact Us!

Who are our customers?

Our customers are individuals and organizations who either currently work in roles that require them to use a financial skillset or they aspire to such roles.  Whether they are individual contributors, non-financial managers or financial managers, they may be called upon to participate in financial decisions for their organizations.  We can help them understand their role, learn more about technical considerations of financial activities they are involved in and thereby raise their engagement, confidence, competence and professionalism in the workplace.

I'm a senior financial leader, with deep technical expertise in accounting. Isn't this enough?

Congratulations!  Clearly you are highly valued not only for your accounting expertise, but also for your ability to lead a team.  As a senior financial leader, you likely now have responsibility for areas beyond accounting - for example, budgeting, bond issuance and administration, procurement, and maybe grants administration.  Do you know what you don't know about these areas?  Our financial skills assessments and financial leadership coaching can help you ascend the learning curve in these areas so that you can grow quickly and intentionally into your new role, better supporting yourself, your organization and your team.

How do I know which product or service is right for me?

We are happy to discuss your needs and assist you in choosing whether a customized solution or one of our current products will meet your needs.  

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