Leading with Financial Fluency

Leading with Financial Fluency is a lively, dynamic, and accelerated program that helps professionals confidently interpret financial statements, understand business performance, and make strategic decisions. Using NextUp’s 3R Financial Framework—Revenue, Ratios, and Return on Invested Capital (ROIC), participants learn practical tools to analyze results, ask the right questions, and frame decisions effectively.

This interactive experience combines case work, discussions, practical exercises, and live executive insights. Exclusive sessions with CEOs George Fotiades and Lisa Baird provide firsthand exposure to how senior leaders evaluate strategy and drive business impact.

By dedicating time and engaging with the program, participants will gain the confidence they need to apply financial thinking, engage in high-level discussions, and make data-driven decisions that influence organizational outcomes.

Want to attend Nextup Leading With Financial Fluency but aren’t sure how to make the ask? Use our ‘Ask Your Boss’ letter which outlines the benefits for you!

PROGRAM OBJECTIVES

Interpret key financial statements – Read and connect balance sheets, income statements, and cash flow statements to reveal business insights.

Apply the 3R Financial Framework – Use Revenue, Ratios, and Return on Invested Capital (ROIC) to analyze performance and ask strategic questions.

Practice business case analysis – Analyze and present financial scenarios as senior leaders do to make high-impact decisions.

Build an enterprise-level financial mindset – Strengthen confidence in making data-driven decisions that influence organizational outcomes.

Leverage AI tools – Enhance financial analysis and decision-making through practical, technology-enabled insights.

Who Should Attend?

Professionals preparing for roles with broader operational or business line responsibility.
Leaders with limited exposure to P&L management or ownership of financial outcomes.
Those seeking to interpret financial data with confidence and apply insights to drive strategic decisions.
Professionals who want to engage confidently in finance-related discussions and understand what drives company performance.Note: Leading with Financial Fluency is an accelerated program, and is recommended for those confident they will be able to devote the time to get the most possible from their experience.

Cost

Individual: $995 per participant
Group (2-10): $895 per participant
Group (11+): $795 per participant

Program Dates

Virtual sessions will be held from 12-2 PM ET unless otherwise noted.

Spring Cohort: 3/4/26 – 3/25/26

Virtual Sessions: 3/9*, 3/11 3/18, 3/25
*Optional, 1-2 PM ET

Registration: 1/5/26 – 3/2/26

Fall Cohort: 10/1/26 – 10/27/26

Virtual Sessions: 10/6**, 10/13, 10/20, 10/27
**Optional, 12-1 PM ET

Registration: 1/5/26 – 9/28/26

Register Here

Hybrid Cohort: 4/22/26 – 5/6/26

Virtual Pre-work: 4/22 – 5/5/26
Virtual Pre-work Walkthrough (optional): April 29; 12-1 PM ET

In-person Session
Date: May 6
Time: 8 AM – 4 PM ET
Location:
SC Johnson Headquarters
550 W Washington Blvd, Suite 201, Room 1427
Chicago, IL
60661

Registration: 1/5/26 – 4/20/26

Register Here