The Finance Leadership Lab

Where corporate finance professionals learn and grow

The Finance Leadership Lab is a membership for corporate finance professionals to learn finance best practices and grow their career

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Career growth isn't linear, just like this membership

What you can expect

Most finance professionals have the mindset and potential to have the career of their dreams.It's how you became a successful individual contributor or got promoted into a leadership role.But being an effective finance leader is a whole different skillset than being a successful individual contributor.I remember when I first became a finance manager I was working nights and weekends, full of stress, and eventually burned out. I was questioning if a career in finance leadership was right for me.My system was designed to give me the outcomes I was receiving - reactive, burnout, overwork, mediocre culture.Fast-forward to now - I've reached a new level of career success by leveraging a whole new set of skills. By redesigning my operating system, I was able to redesign my outcomes.This membership is created to help you redesign your system to give you the outputs you are looking for - proactive, visionary leadership, and a healthy culture.We cover everything you need to grow into a successful finance leader.The best part?You as a member get to vote on what's next.Every month, new video courses, templates, models, playbooks, and ebooks will be released based on exactly what would be most helpful to you!This membership is designed for those who resonate with the following:

  • You want to reach your full potential as a finance professional

  • You want to create a high performing finance team culture

  • You want to learn how the best companies run their finance teams

  • You want to learn how to build systems to maximize your impact and minimize your effort

  • You want reports, models, and templates you can implement today in your business

  • You want to know what you can do today to open up more career options for the future (starting your own finance business or side-hustle & navigating your corporate career)

Ready to join?

$20/month

  • Instant access to the membership: on-demand courses, ebooks, and other templates

  • Additional content added every month available to members

  • Vote on future courses, books, and workshops

  • Access the membership via web and phone apps

Already a member?
Click here to jump back in!

*For non-US currencies, please email us at: brett(at)forecastingperformance.com

Current content in the Finance Leadership Lab

Immerse yourself in finance leadership best practices

On-demand courses

With 4+ hours of on-demand video, you'll learn how to build a world-class FP&A process from scratch.The FP&A Flywheel course that is designed to help you implement financial modeling and FP&A best practices in any sized business (originally $195)The FP&A OS (under construction, but new lessons monthly!) is a compilation of all my best frameworks and playbooks for adding more value as an FP&A professional. Topics will include: Reporting, Analysis, Forecasting, Business Partnering, Budgeting/Planning, Vision, Leadership, People, Prioritization, Tools/Tech.Start Your Business (under construction, but new lessons monthly!) teaches you the options for starting your own finance business or side hustle. Topics will include: Why everyone should own something, Personal and Professional Branding, Finance Business Models, How to Sell

  • Design an ideal monthly calendar so you can reliably produce value for executives and key stakeholders

  • Build an efficient financial model in Excel and learn how to structure it so you reduce your time spent updating the model

  • Improve your revenue predictions so you can project your future revenue using your unique business model

  • Drive expense efficiency in your company using vendor level expense forecasting, department budgeting, and by-person headcount modeling - all in Excel

  • Master financial analysis to consistently diagnose and communicate business opportunities using our $100M Analysis Template

  • Copy our Perfect Executive Reporting Template that we've used to clearly communicate the financial storyline with executive leaders and key stakeholders

  • Lead the planning and budgeting process with a strategic planning framework and monthly initiative scorecard

eBooks & templates

In 100+ pages of frameworks, systems, and best practices you'll learn how high performing finance leaders execute their role.Get instant access to The FP&A Operating System and The Finance Manager Playbook with dozens of frameworks and lessons for 10+ years of leading 15-person finance teams (originally $29 each)

  • Create a vision and get s*** done

  • Build your reporting ecosystem

  • Analysis that drives action

  • Forecasting framework for FP&A

  • Consulting to build advocates

  • Become a visionary finance leader

  • Develop a healthy and high performing team culture

  • Get more done with less stress and less hours

  • Become a magnet for the best talent

Templates included with video walkthroughs (Excel and PowerPoint): Revenue model, Expense models (headcount model, department budgeting, vendor rationalization), FP&A model, Monthly business review deck, Analysis 1-pager example

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