Finance Influence Workshop
Most Finance teams want to be better business partners. This workshop shows them what's getting in the way.
Most CFOs assume the biggest barrier to Finance influence is communication.
The workshop almost always reveals something different – Finance isn’t being brought in early enough, the relationships with stakeholders aren’t as strong as assumed, and the conversations that shape decisions are happening without Finance in the room.
By the time Finance is involved, the direction is often already set.
Unfortunately, even excellent analysis can’t change that.
Finance Doesn't Influence Decisions Through Reports
Finance influences decisions through the conversations that shape them. When those conversations happen too late, even excellent analysis has a limited impact.
The Finance Influence Workshop will show you exactly where the influence is breaking down in your team – and what to do about it.
The workshop shows you exactly where your team sits and where to focus first.
The Decision Influence Model
The Finance Influence Workshop assesses your influence capability across four stages. Most finance teams are stronger on some stages than others. The workshop shows you exactly where the gaps are.
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.
Decision Readiness
Does Finance have the capacity, relationships and early involvement to contribute before direction is set?
Most teams discover this is their biggest gap – not capability, but capacity, timing and access to stakeholders.
Decision Insight
Does Finance understand what actually drives performance? Not just the numbers – but the business model, the trade-offs and the levers that matter most to the people making the decisions.
Decision Influence
Is Finance’s involvement actually changing outcomes – clearer decisions, better trade-offs, or faster execution?
Decision Impact
Is Finance’s involvement actually changing outcomes? Is Finance actively being sought out for advice? Do decisions land? Are they clearer with better trade-offs, and are decisions being made quicker as a result of Finance’s involvement?
Where Does Your Finance Team Sit?
Most finance teams get stuck around Informed Participant. The Workshop shows you exactly what’s keeping you there.
Report-Centric
Accurate but overlooked
Informed Participant
Input offered, not always heard
Trusted Advisor
Insights shape thinking
Strategic Enabler
Decisions change because of you
Watch This First
"The framing around Decision Readiness, Decision Insights, Decision Influence, and Decision Impact landed extremely well. It clearly articulated how FP&A should be positioned - not just as a reporting function, but as an active partner in shaping better, faster and more confident decisions. It gave the team a clear, shared language for how we add value in day-to-day decision-making."
CHRIS SHI
Head of Financial Planning and Analysis - Southern Cross Care (NSW & ACT)
Why Matthew
I’ve spent almost two decades as a CFO, and in that time I’ve seen the same pattern repeat across every organisation I’ve worked in.
Finance produces excellent work. But by the time it lands, the decision is already made.
I built this workshop because I know what changes when Finance gets involved earlier and when conversations change – and I’ve learned what it takes to make that happen consistently.
The Details
This workshop is for CFOs who know their team is capable of more and want to know exactly where the gap is. It’s not for teams looking for another training day. Half a day. $9,250 inc GST.
I run a limited number of workshops each quarter –
if you’re considering this for your team, the conversation starts here.