Leading with Financial Fluency is a lively, dynamic, and accelerated program that helps professionals confidently interpret financial statements, understand business performance, and make strategic decisions. Using NextUp’s 3R Financial Framework—Revenue, Ratios, and Return on Invested Capital (ROIC), participants learn practical tools to analyze results, ask the right questions, and frame decisions effectively.
This interactive experience combines case work, discussions, practical exercises, and live executive insights. Exclusive sessions with CEOs George Fotiades and Lisa Baird provide firsthand exposure to how senior leaders evaluate strategy and drive business impact.
By dedicating time and engagement, participants gain the confidence to apply financial thinking, engage in high-level discussions, and make data-driven decisions that influence organizational outcomes.
Program Highlights
- Apply the 3R Financial Framework across any industry or function
- Gain real-world perspectives from experienced CEOs and board directors
- Participate in interactive case work and discussions to reinforce learning
- Engage in hands-on activities to practice financial analysis and strategic decision-making
- Leverage AI tools to enhance analysis and insight
Objectives:
- Interpret key financial statements – Read and connect balance sheets, income statements, and cash flow statements to reveal business insights.
- Apply the 3R Financial Framework – Use Revenue, Ratios, and Return on Invested Capital (ROIC) to analyze performance and ask strategic questions.
- Practice business case analysis – Analyze and present financial scenarios as senior leaders do to make high-impact decisions.
- Build an enterprise-level financial mindset – Strengthen confidence in making data-driven decisions that influence organizational outcomes.
- Leverage AI tools – Enhance financial analysis and decision-making through practical, technology-enabled insights.
Time Commitment:
- Week 1 (Pre-Work): October 1- October 12
- Pre-Work Walkthrough (Optional): Tuesday, October 6; 12-1PM ET
- Week 2 (Live-Hosted): Tuesday, October 13
- Week 3 (Group Work): Tuesday, October 20
- Week 4 (Debrief & Insights): Tuesday, October 27
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
Cancellations and Refunds
Refunds are determined by how far in advance you cancel your registration. To cancel, log in to your NextUp Online account, go to My Event Registrations, select your event, and click Cancel.
- 60+ Days Before Event: 100% refund, less a $250 administrative fee
- 30–59 Days Before Event: 50% refund, less a $250 administrative fee*
- Fewer Than 29 Days: No refunds
*In lieu of a refund and/or administrative fee, a transfer is available for a $50 fee. If the program cost is less than the administrative fee, no refund will be given.
Transfers
You may transfer your registration to another member of your organization up to three days before the event, provided your learning platform account has not been activated. Transfers require NextUp approval. Request a transfer here.