We Started With a Simple Question

Why do smart people freeze when they have to present a budget? Back in early 2019, that question came up during a conversation at a regional finance meetup in Bathurst.

The answer wasn't complicated. Most training programs focus on spreadsheets and formulas. But when you're standing in front of stakeholders trying to justify next quarter's spending, technical skills only get you halfway there.

So we built something different. A learning space where presentation skills matter as much as the numbers themselves.

Budget presentation training workshop with participants engaged in practical exercises

How We Got Here

Building effective budget communication training took longer than we expected. And that's actually been a good thing.

2019

The Prototype Phase

We ran three pilot workshops with local business managers. The feedback was brutally honest, which helped us understand what people actually needed versus what we thought they needed.

2021

Going Virtual During Chaos

Like everyone else, we adapted when in-person training became impossible. Turns out, teaching budget presentation online forced us to refine our methods in ways we hadn't considered before.

2023

Industry Recognition

Regional finance teams started recommending our programs. We didn't chase awards or certifications because honestly, word-of-mouth from satisfied participants meant more to us.

2024

Curriculum Expansion

Added specialized modules for cross-departmental presentations and board-level budget communications. These came directly from participant requests over the previous two years.

2025

Looking Forward

Our autumn 2025 programs launch in September, with new cohorts planned for early 2026. We're keeping class sizes intentionally small because that's what works for this type of skill development.

Meet the Team

We're not a large operation. Just experienced finance professionals who got tired of watching talented people struggle with budget presentations.

Portrait of Callum Forsythe, Lead Instructor

Callum Forsythe

Lead Instructor

Spent fifteen years in corporate finance before realizing he preferred teaching to number-crunching. Callum developed most of our core curriculum and still runs our advanced presentation workshops.

Portrait of Henrik Lindberg, Program Coordinator

Henrik Lindberg

Program Coordinator

Handles the practical side of things. Henrik makes sure cohorts start on time, materials are ready, and participants actually get responses to their questions. Previously worked in operations management for a regional consultancy.

Our Teaching Philosophy

Budget presentation isn't about fancy slides or memorizing scripts. It's about understanding your audience well enough to explain financial decisions in ways that actually resonate.

We focus on practical scenarios because that's where people get stuck. You can't learn this stuff from reading theory alone.

  • Small group sessions where you actually practice presenting
  • Real-world case studies from Australian business contexts
  • Feedback sessions that focus on what works, not just what's wrong
  • Follow-up support after program completion
  • Flexible scheduling for working professionals
Participant presenting budget analysis to small group during workshop session

What Guides Our Work

These aren't corporate values we put on a wall. They're practical principles that shape how we design and deliver every program.

Reality Over Theory

We use actual budget scenarios from Australian organizations. Textbook examples don't prepare you for real stakeholder questions or unexpected pushback during presentations.

Skills That Transfer

Good budget communication helps in other areas too. Participants often tell us the confidence they build here shows up in different parts of their professional lives.

Honest Feedback

We don't sugarcoat things during practice sessions. But feedback comes from a place of helping you improve, not making you feel inadequate. There's a difference.

Workshop participants collaborating on budget presentation strategies

Want to Know More?

Our next cohorts begin in September 2025 with limited spaces available. If you're curious about whether our programs fit your needs, we're happy to have a conversation about it.

Get in Touch