Bridging Finance and Operations – This workshop is designed for non-accounting managers and their finance/accounting counterparts to attend together — helping everyone speak the same financial language and work more effectively as one team. This is meant to be a half day, live, in-person session with the following agenda.

1. 1. 1 – Understanding Basic Financial Statements
      A plain-language walkthrough of the income statement, balance sheet, and cash flow statement — focused on what non-financial leaders need to know to make better decisions and ask the right questions.
   2. 2 – Inventory Costing
      We’ll explain how inventory is valued, how it impacts the bottom line, and why operational decisions (like production scheduling or purchasing) can significantly affect financial results.
   3. 3 – LEGO® Lean Exercise
      An interactive hands-on activity using LEGO® bricks to simulate production processes — demonstrating how lean principles reduce waste, improve flow, and tie directly to financial outcomes.
      (Fun, memorable, and perfect for cross-functional teams!)
   4. 4 – Cost Savings Discussion
      We’ll connect the dots between financial visibility and real-world cost savings — showing how better understanding and communication between finance and operations leads to smarter, faster decisions.
   5. 5 – Open Q&A
      We’ll wrap with an open forum for discussion, questions, and shared takeaways between teams.