Level 2: Finance for Everyone (Workshop Outline)

Finance for Everyone is an 8-12 hour business simulation designed to enhance the acumen of employees in all functions and at all levels. The workshop includes:

  • Facilitator-led simulation (2.5 hours)
  • Team competition simulation (4-7 hours)
  • Ratio analysis (0-30 min)
  • Analysis of your company's financial position (0-30 min)

Facilitator-led simulation

This group experience provides the rules for the simulation, a general introduction to the process of business (financial statements, business terminology, fundamental business dynamics), and sets the framework of needing to manage separately for cash and profit.

Team competition simulation

The competition consists of four business cycles in which teams have full decision-making power and are accountable for the business results.

In each cycle, team-based companies develop and implement a business strategy which incorporates real-world dynamics: production capacity, customers, prices, financing, and more. Each cycle includes the following activities:

  • Competitor and market analysis
  • Setting prices in a competitive market
  • Monitoring cash flow
  • Preparing an Income Statement and Balance Sheet
  • Posting, comparing, and discussion of results

Teams have opportunities to improve their companies with real world business solutions - expansion, quality initiatives, niche marketing, and more.  Finance learning is integrated within the simulation, activity include cash flow forecasting, budgets, and unit cost analysis.

The 12 hour version of the workshop includes more

The extended 12 hour workshop offers even more: an additional 2-3 hours of simulation experience and integrated finance planning and analysis tools including break-even analysis, income statement analysis, discounted cash flow; 30 minutes Introduction to Ratio Analysis, a discussion of common business metrics with the Income/Outcome Triangle for Ratio Analysis; and 30 minutes of The Company Board®, a 3D visual representation of your current corporate financial position.

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Enhance Employee Acumen

finance for non financial

In the Finance for Everyone  business simulation, teams move game pieces (shown above) as they implement their business strategy.