Career Development
Leading with Financial Fluency
Leading with Financial Fluency offers a comprehensive program teaching the skills and confidence needed to understand the financial landscape of your company and industry to advance your career, especially valuable for those in non-finance roles. Moderated by two experienced executive leaders with deep understanding of these financial fundamentals, you’ll leave this program with the hard skills you need to excel as a leader at any level of financial responsibility.
PROGRAM OBJECTIVES
- Learn key terms, how to read and interpret a balance sheet, income statement, and cash flow statement, and how these documents interconnect to reveal business insights.
- Apply the 3R NextUp Financial Framework (Revenue, Ratios, and Return on Invested Capital) to analyze financial statements and ask probing questions.
- Practice analyzing and presenting a business case and learn how senior leaders apply financial analysis to make informed, high-impact decisions.
- Build an ‘enterprise-level’ financial mindset that enhances leadership and builds confidence to make data-driven decisions that impact your organization’s future.
Who Should Attend?
- Early-career leaders with the potential to take on broader operational and business line roles.
- Leaders in functional roles with little exposure to broader P&L management or ownership of financial goals and objectives.
- Cross-functional leaders, working with specific financial goals.
Program Dates
Registration: 7/21/25 – 10/6/25
Cohort A: 10/14/25 – 11/5/25
Cohort B: 10/14/25 – 11/6/25
Cost
- Individual: $995 per participant
- Group (2-10): $895 per participant
- Group (11+): $795 per participant
Duration
- 8 hours over 4 weeks
Facilitators
Lisa Baird
CEO and President, NextUp
Director, Cantaloupe LLC (NASDAQ: CTLP)
George Fotiades
Director, Prologis (NYSE: PLD)
Director, AptarGroup Inc, (NYSE: ATR)
Director and Investor, PE Backed Healthcare
Cancellations and Refunds
Registration cancellations must be received prior to or equal to 10 business days (2 weeks) prior to the event to qualify for a refund, less the cancellation fee of $50. To cancel a registration, navigate to “My Event Registrations’ from your NextUp Online account. Select the registration you wish to cancel and click ‘Cancel.’ Within two weeks from the start date of the Event, there are no refunds. See Transfer opportunities below.
Transfers
You may transfer your registration to another member of your organization up to three days before an event provided you have not activated your account on the learning platform. Requests are subject to NextUp approval. Transfer requests received after the 3-day deadline will incur a transfer fee of $100 if the transfer is possible.”
