Hands-On Capital Budgeting Workshops
Real scenarios, practical tools, and skills you can apply immediately
Reserve Your SpotInteractive Learning Sessions
Each workshop combines theory with real-world applications. You'll work through actual case studies and leave with templates you can use right away.
Capital Planning Deep Dive
August 15, 2025 • 6 hours
We'll dissect three different investment scenarios from small businesses to large corporations. By the end, you'll have built your own evaluation framework.
- Interactive NPV calculations
- Risk assessment templates
- Decision-making workflows
- Portfolio prioritization methods
Cash Flow Modeling Lab
September 22, 2025 • 4 hours
Build robust financial models that actually work. We focus on practical scenarios where assumptions change and you need to adapt quickly.
- Scenario planning exercises
- Sensitivity analysis techniques
- Monte Carlo simulations
- Model validation methods
Strategic Investment Workshop
November 8, 2025 • 5 hours
When the numbers look good but something feels off – we explore the qualitative side of investment decisions and how to balance gut instinct with data.
- Qualitative risk factors
- Market timing considerations
- Stakeholder impact analysis
- Strategic alignment frameworks
Cordelia Thorne
Senior Financial Analyst
Spent twelve years at mid-sized manufacturing companies where every budget decision had immediate consequences. Her approach focuses on practical frameworks that work in messy, real-world situations.
Beatriz Nakamura
Investment Strategy Consultant
Previously worked with family offices and smaller investment firms. She brings insights from both conservative wealth preservation and growth-focused strategies to every session.
Learn From Practitioners
Our workshops are led by professionals who've been in the trenches. They understand that textbook theories often need adjusting when you're dealing with incomplete data, tight deadlines, and competing priorities.
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