How We Actually Teach This Stuff
Everyone learns differently. Some people get variance analysis right away. Others need three sessions just to understand accrual vs. cash reporting—and that's completely normal. We stopped using a one-size-fits-all curriculum back in 2023 because it didn't work.
Our approach now? We start where you are. If your team already handles monthly reports but struggles with forecasting, we skip the basics and go straight to predictive modeling. If you're starting from scratch with budget fundamentals, we build from there.
- Work with actual budget data from your organization throughout the program
- Get real feedback on your reports before they go to stakeholders
- Learn from mistakes in a safe environment where errors don't cost money
- Access instructors between sessions when you're stuck on a specific challenge
Classes run for 14 weeks starting October 2025, with two evening sessions per week. We keep groups small—never more than eight participants—so everyone gets individual attention.
What Past Participants Actually Accomplished
Manufacturing Sector
A mid-size manufacturer reduced their monthly close process from 12 days to 6 days after implementing techniques learned in our Q4 2024 cohort. They focused specifically on automated reconciliation workflows.
Non-Profit Organization
Grant reporting was taking their finance team 40 hours per quarter. After the program, they restructured their chart of accounts and built better tracking systems—now it takes 18 hours with better accuracy.
Technology Startup
Their CFO joined our January 2025 session with zero formal finance training. Six months later, she successfully presented budget variances to their board and secured additional funding based on her projections.
Regional Healthcare Network Project
This was probably our most challenging case. A healthcare network with seven facilities needed to consolidate reporting across different accounting systems. Their finance director, Marit Thorsen, came to us pretty frustrated—their executive team was making decisions based on incomplete data.
We spent the first three weeks just mapping their existing processes and identifying where information was getting lost. Then we built a custom reporting framework that pulled from all systems without requiring expensive software upgrades.
Who's Teaching the Program
Dag Sørensen
Lead Instructor
Dag spent 11 years as a finance controller for three different manufacturing companies before he started teaching. He's the person you want when your budget numbers don't reconcile at 11 PM before a board meeting—he's been there, many times. His specialty is turning messy financial data into coherent reports that executives actually understand.
Vikram Deshmukh
Reporting Specialist
Vikram handles the technical side—how to actually build the systems and processes that make budget reporting manageable. He worked in audit for eight years before moving into advisory, so he knows what controllers and CFOs need to see in reports, and how to structure data to meet those expectations.
Linnea Bergqvist
Communications Advisor
Linnea joins us for sessions on presenting financial information to non-finance stakeholders. She spent years translating complex budget data for executives who needed to make decisions but didn't have accounting backgrounds. She'll teach you how to explain variances without drowning people in jargon.