Finance for Founders
10 Days
·Cohort-based Course
Make better decisions by mastering budgeting, forecasting, analysis, and storytelling.
Finance for Founders
10 Days
·Cohort-based Course
Make better decisions by mastering budgeting, forecasting, analysis, and storytelling.
Course overview
You started a company and you need to understand finance. What do you do?
Finance can be confusing for founders to understand and requires learning a new set of terms, processes, and tools.
Creating a process to budget, forecast, analyze, and report the key metrics for your business is hard. We'll teach you what to care about, and how to do it.
Who is this course for
01
Founders who need to build their company's internal financial capabilities.
02
COOs, Chief of Staffs, Head of Operations, and anyone managing budgeting and forecasting.
03
Anyone who needs to tell the financial story of their business.
What you’ll get out of this course
Measuring financial performance
How to determine the key metrics for your business, and how to use them to guide your narrative and strategy. How to create processes around data, analysis, and reports, and how to use them to drive decision making.
Reporting and storytelling
How to communicate key insights about the financials of a business with stakeholders, focusing on how to tell a story with numbers.
Building a budgeting and forecasting process
How to get more out of your budgeting process than numbers that are outdated the minute they are published. Learn the different types of budgeting approaches. Create a planning process that encourages out-of-the-box thinking and sets you up for organizational learning.
Creating a financial modeling capability
What types of financial models you need as a founder, and how to use them for analyzing business cases, understanding scenarios, and making business decisions.
Finance for Founders
What people are saying
Xavier Friel
Helen I.
Joey J
Founder
Founder
Meet your instructor
Christian Wattig
Founder and Managing Director, FP&A Prep
Chris held various FP&A and leadership roles at Procter & Gamble, Unilever, Squarespace, and Datarails, He has been responsible for career development, coaching, and daily tasks of over 20 direct reports during this time.
Chris discovered his passion for teaching when he led the Finance Learning and Development team at Unilever, creating Finance courses for his colleagues.
To continue developing his own skill set, Chris earned his MBA at NYU Stern School of Business, specializing in Leadership and Change Management.
He created FP&A Bootcamp, a live online course to help Finance professionals master FP&A. He has 250+ happy students and 35k+ followers who learn from him on LinkedIn.
He is partnering with Taylor to create Finance for Founders to help founders learn how to create an FP&A process at their companies.
Contact him at chris@fpaprep.com or via LinkedIn.
Taylor Davidson
Founder and Managing Director, Foresight
Taylor Davidson is the founder of Foresight, which helps entrepreneurs use financial models for business decisions.
Through his template financial models and strategic advisory services, he has helped over 35,000 entrepreneurs from 116 countries on financial planning, projections, fundraising, valuations, and business strategy.
Taylor has also worked with over 600 angel investors and venture funds on investment strategy, portfolio tracking, capital planning, and fundraising.
He created the Cap Table and Exit Waterfall Masterclass to help founders and VCs learn how to understand and build cap tables and exit waterfalls for their financing rounds.
He is partnering with Chris to create Finance for Founders to help founders learn how to build an FP&A function at their companies.
Contact him at hello@foresight.is or @tdavidson on Twitter.
Course schedule
~ 4 hours per week
Mondays and Wednesdays
11 am - 1 pm EST
Four 2-hour long workshops, and always available for questions and support through the online community.
No required homework
The time commitment is manageable for busy professionals. Actionable takeaways that you can use in your businesses today.
You have to miss a session?
All sessions are recorded, so you can watch them at your own time if you can't attend
Your investment is 100% risk-free
If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the end of the course.
Learning together is more effective - and more fun
Active learning, not passive watching
This is a live online course, meaning you’re learning from Chris and Taylor in real-time via Zoom. Our two+ weeks together will include in-workshop small group discussions and guided brainstorming sessions.
A community of peers
This course brings together a community of people just like you - professionals who want more out of their careers and are ready to work hard for it. You’ll make new connections who can support you throughout this course and beyond.
Tactics, cheatsheets, and frameworks
Don't expect just theory and principles. We share best practices that he has seen work across industries. Expect to walk away from each workshop with tools and resources that you can immediately apply to your day-to-day at work.