Just about everything we do in business is tied to money, and almost all of your business-related questions — How do I set a compensation package for my new hire? How do I track their sales and pay commissions? How can I consistently estimate my services and stay on top of materials costs? — can be answered by reviewing your financials. 

For those of us who aren’t naturally inclined to delve into the numbers—fear not! Here’s where financial systems come into play, and with a little organizational effort, you’ll be able to activate and manage the various systems that drive sales, control COGS, and streamline operations. If you’re ready to tackle your financial systems and get your business running smoothly, join Evergreen Exchange and Skopos Collective for a new, five-class series all about Financial Systems Thinking! 

We’ll use real business examples, frameworks, and exercises to break down and document operational workflows, explore solutions to challenges you’re facing, develop personal Standard Operating Procedures and other critical tools to support daily financial operations, and more. You’ll develop the confidence to address the pain points that affect your financial operations and, ultimately, your profitability. You will also have dedicated time to work directly on updating your financial systems, and then share it with your peers in-class so you’ll be ready to bring it to your team for implementation.

This series combines classes with one-on-one expert advice for participants to continue the work they began in class. These strategy sessions are an opportunity to talk through questions and receive tailored answers in a private and confidential setting. Each participant will receive three hours (three 60-minute sessions) plus an additional hour of asynchronous review outside of class with Skopos Collective to get assistance applying the class concepts to your unique business model. The course is free but spots are limited. This seminar is both an online and in-person course- with in-person sessions taking place at the Evergreen offices at 2 Kingsland Ave. In both environments, the class will be interactive and attendees will be expected to participate. 

Full details and instructor bio can be found here.

The application can be found here. Applications are due by April 22, 2024. 

Class Three – Thursday, May 23, 2024 (In-Person)

Class Three: Process Drives Efficient Systems
The first two classes gave you a good foundation of Financial System inputs and outputs. Now it’s time to explore how those inputs are processed to give us our desired outputs. We will share tools that drive effective processes and support your Financial System, including SOPs, checklists, and workflows. Time will be set aside at the end of the class for you to begin outlining the components of your new Financial System in preparation for your Strategy Session.

Strategy Session – 60 min. // In this session, we will outline the specific processes and tools (e.g. checklists, SOPs, software) that will streamline and support your Financial System as a whole.

Please direct any questions about this course or the application to Natalie Vichnevsky.