Build essential tools of business finance and elevate your strategic thinking. In this dynamic program, you'll learn to confidently interpret and connect the three key financial statements—balance sheets, income statements, and cash flow statements—to uncover insights that fuel smarter decisions.
At the core of the experience is the proven 3R NextUp Financial Framework—focusing on Revenue, Ratios, and Return on Invested Capital—equipping participants to conduct financial analysis and ask the strategic questions that shape business success.
Exclusive to this program: live executive sessions in Weeks 2 and 4 with two highly accomplished CEOs:
- George Fotiades: Director at Prologis and AptarGroup Inc., and investor in PE-backed healthcare ventures
- Lisa Baird: President & CEO of NextUp and Director at Canteloupe LLC
Gain direct exposure to high-level financial decision-making through live discussions, hands-on case work, and executive mentorship—transforming professionals from any background into confident, financially fluent leaders.
Program Highlights
- A dynamic blend of live executive dialogue and interactive case work
- Equips business leaders with a universal financial framework applicable to any industry
- Develop critical thinking and decision-framing using essential financial tools
- Learn to interpret financial data and ask strategic questions that drive impact
- Access exclusive insights from seasoned CEOs and board directors
Dates for Cohort A: October 14- November 5
Week 1: October 14, 2025 Pre Work
Week 2: October 21, 2025: Live Session
Week 3: October 28, 2025 Group Session
Week 4: November 5, 2025 Live Session
Time Commitment
This is a comprehensive 4-week financial literacy program (8 hours total, 2 hours per week)
Price
Individual: $995 per participant
Group: 2-10: $895 per participant
Group 11+ $795 per participant
To receive the discounted rate, your group must request a promo code before registering. Request a promo code here
Virtual Meeting URL
An email with instructions on how to access the NovoEd platform will be sent to all registrants prior to the start date.
Cancellations and Refunds
Registration cancellations must be received prior to or equal to 10 business days (2 weeks) prior to the event to qualify for a refund, less the cancellation fee. To cancel a registration, navigate to “My Event Registrations’ from your NextUp Online account. Select the registration you wish to cancel and click ‘Cancel.’ Within two weeks from the start date of the Event, there are no refunds. See Transfer opportunities below.
Transfers
You may transfer your registration to another member of your organization up to three days before an event provided you have not activated your account on the learning platform. Requests are subject to NextUp approval. Transfer requests received after the 3-day deadline will incur a transfer fee if the transfer is possible. Request a transfer