Choose the path that matches your role, not just your job title
Each learning path is designed for a specific way of leading a company: from founders who want a clear base, to general managers responsible for cash and risk, to owners planning the next stage of growth.
You can complete one path or move through all three. The structure stays flexible, while the focus remains on decisions you take in Italy’s real business environment.
Sessions of 60–90 minutes, mixed with practical exercises that can be done directly with your numbers or with anonymised cases.
Delivery Online or blendedCombine online sessions with optional in-person workshops in key Italian business hubs.
Three core learning paths
All paths share the same philosophy – clarity, real examples and calm decision-making – but focus on different leadership questions.
Path 1 – Financial Essentials
Ideal for founders and owners who want to finally feel at home with P&L, balance sheet and cash flow without going back to university.
- Understand how the main reports connect to everyday actions.
- Learn the key indicators that matter for your type of business.
- Build a simple “health check” for each month or quarter.
Path 2 – Cash & Resilience
Designed for leaders who carry responsibility for payroll, suppliers and investment decisions, especially in fast-changing markets.
- See how payment terms, inventory and loans shape your cash.
- Learn to stress-test your cash position under different scenarios.
- Prepare confidently for discussions with banks and investors.
Path 3 – Strategic Decisions
For owners, board members and senior executives considering new locations, acquisitions or major product changes.
- Build financial stories for expansion, succession or exits.
- Compare strategic options with clear “what if” models.
- Align management, advisors and family members around numbers.
What a typical path looks like
Learning paths are organised into concise modules. Between modules you apply what you learn to your own situation – with templates, guiding questions and optional check-ins with our team.
The goal is not to finish a “course” but to change the way you see your company’s financial reality week after week.
Orientation session
Clarify your goals, map how you currently receive financial information and define success for the next 3–6 months.
Core modules
Work through a series of structured sessions mixing short explanations, Italian case studies and guided exercises with your own numbers or anonymised data.
Application labs
Use scenario templates to test real decisions: investments, discounts, new hires or funding options. Receive feedback on how clearly the financial story is presented.
Integration and rituals
Design a recurring leadership ritual – monthly or quarterly – so that financial review becomes a calm habit instead of a stressful emergency.
Which path should you start with?
Use these scenarios as a guide. During an introductory call we can refine the choice based on your company size, structure and current challenges.
You rely heavily on your accountant and feel insecure when numbers appear in meetings.
Start with Path 1 – Financial Essentials to build a calm, structured base.
Revenue looks good, but cash moves unpredictably and you worry about payroll or supplier relations.
Start with Path 2 – Cash & Resilience to stabilise your financial foundations.
You are considering new locations, major investments or change in ownership.
Start with Path 3 – Strategic Decisions to build a robust financial story for stakeholders.
What you can expect after completing a path
Participants consistently report feeling more prepared for board meetings, bank conversations and internal planning sessions. They spend less time guessing and more time testing options.
- A personal way of reading numbers that matches your leadership style.
- Simple dashboards and templates you can keep using with your team.
- A clearer understanding of how your company creates, loses and protects value.
“Before the program I felt defensive when someone showed me numbers. Now I ask better questions and can explain our financial situation without waiting for someone else to speak for me.”
Let’s match a learning path to your current situation
Share a few details about your role and company. We will suggest whether to start with Essentials, Cash & Resilience or Strategic Decisions, and outline a possible schedule.