Budget Training That Works For Your Team
We started building budget training programs in 2018 because businesses kept asking us the same thing. Their teams understood concepts, but couldn't actually apply them when they opened our software. So we rebuilt everything around real scenarios your people face every week.
Talk About Your Team's NeedsFinding the Right Training Path
Most companies don't need the same program. A retail manager planning seasonal inventory has different needs than someone overseeing department budgets at a nonprofit.
We walk through a few quick questions to understand where your team is now and what they're actually trying to do. Then we recommend something specific instead of selling you everything.
What budget challenges come up most?
We look at what your team struggles with week to week. Sometimes it's forecasting. Other times it's just getting everyone on the same page about numbers.
How does your team currently track money?
If you're using spreadsheets or mixed systems, we focus on transition training. Already using our software? We go deeper into specific features that help your workflow.
Who needs to understand what?
Your CFO doesn't need the same session as someone entering invoices. We create different tracks so people learn what actually matters for their role.
Learning Together Actually Helps
We noticed something back in 2021. Teams that went through training together asked better questions and solved problems faster after. When people learn alongside their actual coworkers, they build shared language around budgeting that sticks.
Group Problem Solving
We give teams real budget scenarios similar to what they handle. They work through them together, which means they're ready when actual problems show up.
Cross-Department Understanding
When marketing and operations sit in the same session, they start understanding why budget decisions affect each other. It cuts down confusion later.
Ongoing Peer Support
After training, your team has people they can ask instead of always reaching out to us. That internal support network becomes really valuable.
We brought in eight people from different departments for the October 2024 session. By January, they'd built their own internal help system and our budget approval time dropped by half. They just understood each other better.
What We've Learned About Budget Training
After training about 240 teams across Canada, we've noticed patterns in what works and what doesn't. Here's what actually makes a difference when people are learning budget software.
The Real Challenge Isn't Learning Features
Most training programs focus on where buttons are and what menus do. That stuff is important, but it's not where teams get stuck.
The actual problem shows up when someone needs to decide whether to adjust their quarterly forecast or when they're trying to explain variance to their manager. You can know every feature and still freeze up in those moments.
We rebuilt our approach in 2022 around decision-making instead of feature memorization. Sessions now spend more time on "what would you do if..." scenarios and less time on software tours. People can always look up how to click something later.
Context Matters More Than You'd Think
A retail business planning for seasonal fluctuations needs different training than a nonprofit managing grant cycles. When we customize examples to match actual business patterns, retention improves noticeably. Generic scenarios just don't stick the same way.
The other thing we changed was timing. Cramming everything into a single day doesn't work well. People absorb more when sessions are spread across a few weeks with time to practice between. They come back with real questions instead of hypothetical ones.
And honestly, some of the best learning happens in those follow-up questions. When someone asks "how do I handle this weird situation that just came up," that's when training becomes useful instead of theoretical.
Siobhan Pasternak
Lead Training SpecialistBeen designing budget training programs since 2019. Worked with teams from 5 to 150 people across retail, nonprofit, and professional services.
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Let's talk about what your team actually needs to learn. No pressure, just a conversation about your situation.
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