Team Workshops: Financial Conversations Made Easy
How Finance Becomes a Strategic Voice, Not Just a Reporting Function
Some finance teams are still seen as the people who close the books. Others are shaping the conversations that drive the organisation forward.
You know your team is technically strong. But technical skill alone doesn’t guarantee influence. Some team members show up with confidence. Others stay quiet. And while the insights are there, they’re not always landing where they need to.
This workshop is for finance teams ready to be heard – clearly, consistently and with impact.
It’s a sharp, practical reset that lifts the team’s voice, sharpens their message and builds the habits that earn influence across the organisation.
Outcomes you can expect:
By the end of this workshop, your team will:
- Influence outcomes, even where finance has no formal authority.
- Turn technical analysis into plain-language action.
- Show up confidently in conversations that shape direction.
- Build team-wide habits that raise visibility and drive impact.
You can report the past – or help shape what comes next.
This session turns your team into bridge builders – translating numbers into action and earning influence before decisions are made.
Who is this for?
For Board Members
You rely on finance to provide clarity. But clarity isn’t just about clean reports, it’s about timely, influential advice that shapes decisions. This session helps finance become the team that connects insight to strategy, not just compliance.
By developing shared language, confidence, and influence habits, your finance function becomes a strategic asset … one that earns its seat at the table through the impact it delivers.
For Senior Leaders
Strong finance partners don’t just provide the numbers … they sharpen your thinking.
This workshop helps finance teams move from reactive reporting to proactive insight, improving the quality of decision-making across your organisation.
If your planning, performance or transformation work is missing finance’s voice early in the conversation, this changes that.
For Finance Teams
You already know the numbers. The challenge is making them land.
This workshop gives you the tools, language and practice to influence decisions, even when you don’t hold the final say.
You’ll walk away with sharper communication, stronger relationships and habits that help your insight stick.
Why Matthew
I’ve been where your team is. As a former CFO, I know the tension between technical confidence and strategic influence.
This workshop isn’t theory. It’s the framework I wish I had earlier – built from experience, tested in real teams, and delivered in plain language. It’s supported with leader-led follow-up, so the impact sticks without adding cost or complexity.
Value Model: From Reporting to Influencing
Teams often move through these stages:
Report-Centric
Accurate but overlooked
Informed Participant
Input offered, not always heard
Trusted Advisor
Insights shape thinking
Strategic Enabler
Decisions change because of you
What I’ve seen work
Hi! I’m Mathew Needham
Over the last few years, I’ve worked with finance teams across sectors – and here’s what I keep seeing:
The numbers are right. The reporting is solid. But when decisions are made, finance isn’t always in the room – or in the conversation.
That’s not about skill. It’s about how we show up.
This session helps your team become bridge builders – connecting insight to action. When finance makes that shift, it becomes central to decisions, not peripheral.
We work through your team’s real challenges – practically, simply, and in language that lands.
And what I’ve seen work is this: when finance shows up differently, it gets seen differently.
And that changes everything.