Why This Series?
Where Financial Clarity Meets Leadership Confidence.
At Catalyst Leadership Dynamics, we believe every leader deserves to feel empowered by their numbers—not intimidated by them. Know Your Numbers™ is more than a financial training series; it’s a transformational experience designed to elevate your leadership, strengthen organizational communication, and build a shared financial language across your business.
This is where business owners, C-Suite executives, advanced managers, controllers, bookkeepers, and financial partners come together to unlock a single, powerful truth: Numbers tell the story of your business… and when you know how to read that story, you lead with clarity, courage, and confidence.
Who Should Attend?
Leaders who are ready to transform financial literacy into leadership strength:
· Business owners seeking financial clarity
· C-Suite executives developing sharper, data-driven decision habits
· Managers preparing for higher responsibility
· Controllers, bookkeepers, and financial professionals eager to improve communication with non-financial leaders
If you influence strategy, oversee budgets, or impact decision-making, this series will elevate your financial awareness and strengthen your organizational leadership.
Enrollment is Open Now!
Why it Matters
Financial information is the heartbeat of your organization—and too often, it’s misunderstood, ignored, or feared. When leaders and financial teams develop a shared understanding, everything changes:
· Communication improves
· Decisions become clearer
· Risk is reduced
· Opportunities accelerate
· Teams trust one another more
· The business becomes stronger, healthier, and more profitable
Financial literacy is not about becoming an accountant—it’s about becoming a more connected, capable, and catalytic leader.
Series Breakdown By Course
Explore the tabs below to discover the details of each course in the series. Each series includes 4 sessions, once per month, where your certified coach will provide in-depth training and lead a discussion around a specific financial topic. Course materials and readings will supplement the discussions, ensuring a comprehensive and impactful learning experience.
Between sessions, participants will be given action steps and additional materials, to reinforce key concepts and drive continued growth.
Financial Statement Understanding
Balance Sheet, Profit & Loss, Cash Flow – What does it all mean, and why should I care?
You have created a mission, vision, and values, but how do you measure your actions against these thoughts? Think of it like this: The Balance Sheet is a snapshot in time, The Profit and Loss statement is your motion picture, and the Cashflow Statement allows you to support better decision-making. Elevate your ability to read your books, understand what they are telling you, and make better financial decisions with your upgraded awareness.
Financial Statement Understanding, A Deeper Dive
Now that you know, dive into better decision-making that will further elevate your business! Explore Debt vs. Equity financing, tax consequences, book liquidation value, depreciation, and GAAP. We will explore industry-specific accounting methodologies to build your financial knowledge to the next operational level. Turn your financials into your friend in this unit.
Financial Statement Risks & Safeguards
Does your company need a bookkeeper, accountant, controller, or CFO? Should you hire directly or outsource? How often should you be involved in this stuff?! What must you need to know to manage your risk? “I talk to all my employees daily; what do you mean I am at risk!?!?” We will outline and discuss horror story examples to watch for in your organization. You will elevate your: overview of month-end procedures, internal controls/segregation of duties, procedures, and much more.
Taxes & Owner Transactions
You understand financial statements and how to use them to make daily business decisions; now learn how to manage success! High-level leaders need to know when to do what; growth demands adaptability and change. We will explore topics such as: real-estate, smart debt, owner compensation, tax planning, retirement plans, year-end spending, and more.
Frequent Changes in Auditors or Legal Counsel
Overreliance on a single customer or supplier
Excessive use of Manual Journal Entries
Declining Market Share
Unusual Patterns in Financial Ratios
Ineffective Internal Controls
Inconsistent Revenue Recognition
Poor Corporate Governance
Inadequate Documentation
Conflicts of interest
Reluctance to Provide Information
Overly aggressive accounting practices
Inaccurate or delayed Financial Reporting
Unexplained Budget vs. Actual Variances
Class Details |
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| Days: | Meets Once per Month from the Catalyst Leadership Dynamics Training Room via a Hybrid of Zoom OR in Person |
| Duration: | 4 Months, 4 Classes |
| Time: | 2.0 hrs. per meeting. |
| Materials: | Binder and Detailed Materials, Power Point per session, access to Coach during series, Case Studies, Book Summaries. |
| Notes: | Designed as a Cohort Group Series. Limited to 20 Participants for a Hybrid format, intended to maximize individualized value. All financial experience levels are welcome. |
Hybrid Class Schedule |
| 2nd Wednesday of the Month 10:00 am -12:00 pm (est) |
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Unit 1: Financial Statement Understanding, January 14th, 2026 Balance Sheet, Profit & Loss, Cash Flow – What does it all mean, and why should I care? You have created a mission, vision, and values, but how do you measure your actions against these thoughts? Think of it like this: The Balance Sheet is a snapshot in time, The Profit and Loss statement is your motion picture, and the Cashflow Statement allows you to support better decision-making. Elevate your ability to read your books, understand what they are telling you, and make better financial decisions with your upgraded awareness. |
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Unit 2: Financial Statement Understanding, A Deeper Dive, February 11th, 2026
Now that you know, dive into better decision-making that will further elevate your business! Explore Debt vs. Equity financing, tax consequences, book liquidation value, depreciation, and GAAP. We will explore industry-specific accounting methodologies to build your financial knowledge to the next operational level. Turn your financials into your friend in this unit. |
| Unit 3: Financial Statement Risks & Safeguards, March 11th, 2026 Does your company need a bookkeeper, accountant, controller, or CFO? Should you hire directly or outsource? How often should you be involved in this stuff?! What do you need to know to manage your risk? “I talk to all my employees daily; what do you mean I am at risk!?!?” We will outline and discuss horror story examples to watch for in your organization. You will elevate your: overview of month-end procedures, internal controls/segregation of duties, procedures, and much more. |
| Unit 4: Taxes & Owner Transactions, April 8th, 2026 You understand financial statements and how to use them to make daily business decisions; now learn how to manage success! High-level leaders need to know when to do what; growth demands adaptability and change. We will explore topics such as: real-estate, smart debt, owner compensation, tax planning, retirement plans, year-end spending, and more. |
The Fine Details
You can find all the fine details and frequently asked questions about this series below. Click on each item to read about the associated details.
Course Considerations
- Seats fill quickly, so register today for your seating requirements.
- Full payment is necessary prior to the start of the series.
- Online options are facilitated via Zoom, and utilize all available security options.
Refund Policy
Once the event is booked, it is understood that all parties have committed to the program. Should uncontrollable circumstances dictate the cancellation or adjustment of the event, Catalyst Leadership Dynamics will evaluate and make responsible adjustments. Cancellations made 90 days or more in advance of the event date will receive a 100% refund. Cancellations made within 60 days will incur a 30% fee. Cancellations made within 30 days of the event will incur a 50% fee. A major disaster or significant illness is considered a legitimate reason for cancellation and will require additional review.
Use of Support Tools
- The tools and materials that will be provided to you are confidential and proprietary for your use only. Accordingly, you agree to hold the tools and materials in confidence and in trust. Tools are not to be duplicated or loaned to others for any reason.
- You will be notified by email as to any schedule adjustments or changes.
- Please, no audio or video recording. Screenshots are permitted.
- You will receive a frameable Graduation Certificate with your printed name upon successful completion of each series. Your full engagement is required for certification.
TheCatalyst Leadership Dynamics Promise & Guarantee
We have every confidence that you and your teams will gain real value from your training and development investment. If you believe for any reason that you did not gain any value from your development training in this series, We will allow you to participate in another training of your choice or your money back. Your choice! Please join us today as we have taken the risk out of your decision process!
About Jeff Rogers
Founder & Certified Master Business Coach
Certified as a Master Business Coach, Jeff instructs new business coach candidates through the Professional Business Coaches Alliance. Responsibilities include ongoing program development and training for international membership.
As an Adjunct Professor of Practice at Syracuse University Whitman School of Management, Entrepreneurship and Emerging Enterprise, Jeff instructs Introduction to Entrepreneurship. Jeff works with students to develop personal awareness and establish a foundation in entrepreneurship moving forward in life.
About Greg Smith
CPA – Financial Leadership Developer
Greg has developed a significant professional background working in various industries. With a background in sales, sales management, leadership, and people development, Greg brings great value to Catalyst Leadership Dynamics.
Greg Smith has participated in all levels of the EOEDS 1.0 – 4.0 programming with Catalyst Leadership Development and led his cohort to success. Our founder, Jeff, asked Greg to work with him and Jeff’s students at Syracuse University, Whitman School of Management, EEE370 Entrepreneurship class for four years, teaching the accounting section. Each semester Greg’s session was one of the most special to the students.
Greg can understand the needs of business owners and executives to provide day-to-day tax and accounting and leadership consulting to empower leaders to continue growing daily. Greg was asked to join the team based on his vast business knowledge and skillset and because he has a unique ability to break complex matters into digestible and usable information.
Education, Certifications, and Boards:
Treasurer of the New York Family Business Center at the Madden School of Business at Le Moyne College
Treasurer of The Orchard Church
Recognition and Awards
Central New York Forty Under Forty Honoree
