Financial education programs designed to help organizations manage budget approval workflows with clarity and confidence.
Most finance teams waste hours chasing approvals through email threads and scattered spreadsheets. We built something different—a workflow that connects requesters, reviewers, and decision-makers in one clear path. No more lost requests or forgotten follow-ups.
Three years ago, we noticed something odd. Finance professionals spent more time tracking down budget approvals than actually analyzing budgets. Emails got buried, urgent requests sat unread, and nobody could see where things actually stood.
So we mapped how approvals really move through organizations—not the org chart version, but the messy reality. Then we built a system around that.
Our September 2025 cohort focuses on practical workflow design for finance teams. You'll work through real budget scenarios and build approval systems that actually fit how your organization works.
Most workflow problems start with assuming how things should work instead of documenting how they actually work. We spend the first week mapping your real approval paths—including the unofficial shortcuts and workarounds everyone uses.
You'll design routing rules that handle different request types, amounts, and urgency levels. The goal isn't perfection—it's building something your team will actually use instead of working around.
We use actual budget requests from participating organizations. Nothing theoretical. You'll see how your workflow handles rush requests, multi-department approvals, and those edge cases that always come up at the worst time.
The best workflows evolve. You'll learn how to collect feedback, identify bottlenecks, and make adjustments that improve approval times without breaking what already works.
When budget approvals move smoothly, finance teams can focus on what matters—analysis, planning, and strategic advice. You're not hunting down signatures or explaining why something got stuck.
Requests that used to take weeks can often be resolved in days. Not because people work faster, but because they don't have to search for the right person or wonder if their email got lost.
Automated reminders and status visibility mean fewer "just checking in" emails. People can see where things stand without asking, and reviewers get nudged before requests become urgent.
Audit trails happen automatically when approvals flow through a structured system. You're not recreating timelines from email searches or trying to remember who approved what six months ago.
We used to have a three-week average approval time. Not because people were slow—just because requests got lost in inboxes or sat waiting for someone who was traveling. Now we can see exactly where things are, and most requests move through in under a week.
The training helped us understand why our old process wasn't working. Turns out we had built approval rules around our org chart instead of how decisions actually got made. Once we mapped the real workflow and built around that, everything got simpler.