Master Financial Spreadsheets Through Live Events

Join interactive workshops and training sessions designed for Canadian businesses ready to transform their financial management approach

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2025 Event Calendar

Our carefully planned schedule ensures you can build spreadsheet mastery progressively throughout the year

March 15, 2025

Foundation Workshop: Budget Planning Essentials

Start your journey with core budgeting principles. We'll cover monthly tracking systems, expense categorization, and variance analysis that actually works for small to medium businesses.

2-day intensive | Montreal venue | Materials included
May 22, 2025

Advanced Forecasting Techniques

Build on your foundation knowledge with cash flow predictions, seasonal adjustments, and scenario modeling. Perfect for businesses experiencing growth or planning expansion.

3-day program | Toronto location | Certificate provided
August 8, 2025

Integration Masterclass: Connecting Systems

Learn how to connect your spreadsheet systems with existing business tools. We'll tackle data imports, automated reporting, and multi-department coordination.

1-day intensive | Vancouver venue | Follow-up support included
November 12, 2025

Year-End Planning & Analysis Workshop

Prepare for tax season and next year's planning with comprehensive review techniques, performance analysis, and strategic financial planning methods.

2-day program | Calgary location | Template library access

Workshop Formats That Fit Your Learning Style

We've learned that everyone processes financial concepts differently. That's why our events offer multiple approaches to the same core material — find what clicks for you.

Hands-On Lab Sessions

Work directly with real business scenarios while our instructors guide you through practical applications. Bring your laptop and actual data if you'd like personalized help.

️ 4-6 hours per session

Small Group Intensives

Maximum 12 participants means everyone gets individual attention. These focused sessions dive deep into specific challenges your business type commonly faces.

️ Full day format

Follow-Up Support Groups

Monthly meetups for past attendees to troubleshoot implementations, share successes, and get help with evolving business needs. No additional cost.

️ 90 minutes monthly

Learn From Someone Who Gets It

After fifteen years of helping Canadian businesses untangle their financial tracking, I've seen what actually works in the real world — and what definitely doesn't.

  • Started with small retail businesses in Edmonton back in 2009
  • Worked with over 300 companies across manufacturing, service, and retail sectors
  • Developed methods specifically for Canadian tax and reporting requirements
  • Focuses on systems that busy owners can actually maintain

My approach comes from seeing too many overcomplicated solutions fail when business gets hectic. We'll build something that works whether you're having your best month ever or dealing with unexpected challenges.

Marcus Chen, financial systems trainer

Marcus Chen

Lead Instructor

Former controller turned educator, specializing in practical financial management for growing Canadian businesses.

What Makes Our Events Different

We focus on implementation, not theory. Every workshop is built around actual business scenarios with takeaway tools you'll use immediately.

Real Business Templates

Take home customized templates based on your industry and business size. No generic solutions that don't fit your needs.

Ongoing Community Access

Join our private group for attendees where you can ask questions, share challenges, and get help between formal events.

Implementation Support

Six weeks of follow-up check-ins to ensure your new systems are working as intended and address any adjustment needs.

Workshop participants working together on financial planning exercises

Ready to join other Canadian business owners who've transformed their financial tracking?

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