Financial Literacy Workshop

A One-Day Workshop for owners and leaders in Australian businesses who want to understand their business numbers better.

Research shows there is a direct link between business success and Financial Literacy. When business owners understand and manage their numbers, they make informed strategic decisions based on factual analysis rather than “gut” instinct. In this workshop, you will be introduced to foundational financial literacy concepts and you will create a pathway to continue your financial education.

In-person Group Workshop | $700 + GST Per Person 

This workshop can also be personalised for your business and delivered internally. Contact us to learn more.

What You’ll learn From This Workshop


Financial Report Interpretation

What story are the numbers telling us about the business


The 7 Levers

Understand the 7 levers in your business to improve profitability & Cash flow.


Cash Flow

Measure and manage the lifeblood of your business.


Decision Making

Make confident and quick financial decisions based on your financial statements.

simple number

Simple Numbers

Make your numbers simple, Remove the noise.


Profit Improvement

Get to know your Business Engine.

The Details

The Financial Literacy Workshop is a one-day workshop created for owners, senior managers and any team members who make decisions affecting the financial performance of the business.
This one-day workshop will demystify accounting terminology, explain the structure of the Profit & Loss, and why your balance is the most important financial statement of all. You will be able to make better, faster decisions while reducing risk through better planning and forecasting.

By the end of the workshop, you will have increased financial literacy and confidence in interpreting your numbers and using them to make informed, strategic decisions in your business.

Learning Topics & Outcomes

  • Learn how to read a Profit and Loss & Balance Sheet.
  • Develop a Simple Numbers format to analyse business performance.
  • Understand Gross Profit & Gross Profit Margin – Your Business Engine. 
  • Understand the 7 Levers in Your Business to Improve Profitability and Cash Flow.
  • Learn how to Measure your Cash Flow and why its critical to measure and understand.
  • How to evaluate the Cash flow potential of your business using the “Power of One” – What 1% or 1 day changes does your company need to make to achieve your financial objective. 
  • Understand Working Capital and the importance of Good Working Capital Management.
  • Develop a Framework to always have a pulse check on your Financial Position.
  • Make confident financial decisions using financial reports.

Have a question? Contact Us

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Peter Samios

Peter is a Chartered Accountant and a Financial Educator for Performance 7. Peter develops close working relationships with business owners and managers to help them understand their Financial Statements and the story they are telling.

As a Financial Educator, Peter leads the delivery of our Know Your Numbers workshop. This program has a strong foundation in Financial Literacy, as it provides business leaders with a strategic framework for business and personal growth.

Peter is dedicated to empowering business owners by improving their financial literacy to make informed strategic decisions to grow their businesses.

Peter joined Performance 7 in 2019 after exiting from the accounting firm he founded.

Want to join the workshop? Book your seat below.

18 September 2024
09:00am – 05:00pm

9 October, 2024
09:00am – 05:00pm

13 November,2024
09:00am – 05:00pm

Suite 2, level 5
6 O’Connell Street
Sydney 2000

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