Please read this entire page as it includes key information about the program.
Welcome to Leading with Financial Fluency! This comprehensive four-week program is designed to transform your approach to financial decision-making within your organization. By working through the 3R NextUp Financial Framework through hands-on case work and collaborative learning, you will develop the confidence and skills necessary to engage meaningfully in enterprise-level financial discussions.
What to Expect
Over the course of 4 weeks (8 hours total program activity; commitment 2 hours per week) this program combines live discussions and interactive case work while equipping participants with a versatile financial framework to foster critical thinking and decision-making using essential financial tools.
- You will receive a “Welcome to NextUp Leading with Financial Fluency” email, from NovoEd : noreply-financialfluency_2025@novoed.com which is our learning platform with a link to access the program on October 14, 2025.
- Please take a moment to click on the link below to download the .ics file for all program events and add them to your calendar.Calendar Hold FileOnce downloaded, save the file and follow your calendar application’s guidelines for importing it.
About NovoEd
NovoEd, our on-demand learning platform, serves as your comprehensive hub for the entire program journey. It consolidates program content, valuable resources, discussion boards, and seamlessly connects you to live weekly Zoom calls, all within a single space. NovoEd is a platform where you can foster deeper meaningful peer connections.
Program structure
- One self-directed, pre-course work session to do at your pace
- Two Live Virtual Sessions with Lisa Baird, CEO and President of NextUp and Director, Cantaloupe LLC and George Fotiades Director, Prologis, Director, AptarGroup Inc., and Director and Investor, PE Backed Healthcare on October 21and November 5 from 11:00 AM – 1:00 PM CT for real-time discussion and financial application
- One pre-assigned group collaboration session to analyze the Pomegranate Crunch case study with established frameworks and present findings in the final session.
Program Schedule
| Session Description | Date/ Time |
| Week 1: Self-Directed Pre-Work This self-directed learning phase introduces foundational financial concepts and terminology, allowing you to progress at your own pace while building the knowledge base needed for upcoming live sessions and case work. | October 14 – 20 |
| Week 2: Live Hosted Session with Lisa Baird and George Fotiades Learn business performance analysis using the Business Report Card and 3R framework (Revenue, Ratios, Return) to evaluate growth, profitability, and value creation. Explore the Diverge-Converge-Commit process for systematic strategic decision-making. | October 21, 11:00 AM-1:00 PM CT |
| Week 3: Group Working Session Pre-assigned groups will analyze the Pomegranate Crunch case study using established frameworks and present their findings in the final session. | October 28, 11:00 AM – 1:00 PM CT |
| Week 4: Group Report Out and Program Wrap Up Live Hosted Session with Lisa Baird and George Fotiades Groups present their Pomegranate Crunch case analysis using the financial framework, followed by facilitator insights on developing enterprise mindset and financial fluency.
| November 5, 11:00 AM – 1:00 PM CT |
How to get the most out of this program
To maximize your experience, please commit yourself to:
- Complete your pre-coursework by October 20 (1–2-hour commitment)
- Dedicate the required time each week, engage with all program components, and approach each session with curiosity and readiness to challenge your current thinking.
- Challenge yourself and encouraging others to shift your mindset from functional thinking to enterprise-level financial decision-making that drives organizational impact.
Key program outcomes
Under expert executive guidance, you’ve acquired foundational financial capabilities that apply across all roles. You’re now prepared to:
- Navigate and interpret core financial documents
- Apply a structured framework to assess financial health and performance
- Contribute more confidently to strategic, data-driven decisions
- Lead with greater financial insight and business acumen
Are You Ready to Transform Your Financial Fluency?
