Westpac Financial Education
Financial Management 101 workshops
Boost your knowledge and your cash flow management
The key to continued financial success rests in a business’ ability to make effective financial decisions. This workshop hones in on the drivers of cash flow and profit, illustrating what financial statements really mean and ways you could use them to your advantage every day. We use real life examples and case studies, presented in an easy to follow, practical format.
What the workshops cover
These workshops give you tools to help you better understand the core financial drivers that affect your bottom line. We will help you learn to:
- Interpret your financial statements
- Identify ways to improve efficiency, cash flow and profits
- Recognise the true impact of changes to price, volumes and costs on your bottom line (break-even analysis)
- Measure and analyse your financial performance
- Quickly and effectively diagnose a problem and implement a solution
- Build a profit plan and cash flow budget
- Plan for and manage seasonality
- Understand the financial impact of growth on your cash flow
- Identify the most appropriate way to fund growth in your business.
Who the workshops are for
This workshop is applicable to business owners and employees alike - a must for anybody monitoring financial performance within an organisation.
A workshop specifically tailored for the non-profit sector is also available.
Workshop duration and schedule
Workshops are available in 2 time friendly learning formats:
- 2 x full day workshops or
- 5 x 3 hour bite size workshops.
View the current workshop locations and dates.
Workshop fees
Westpac customers, thanks for your business
You don’t have to be a Westpac customer to attend this workshop series, however we reward Westpac customers with a 25% discount off our standard workshop fee. To be eligible for this discount either you, your business, or organisation must be a Westpac customer. Simply tell us the relevant 8 digit customer number when registering.
| Westpac customer | Group discount* |
|---|---|
| $890.00 | $800.00 |
* Group discount for 2 or more attendees from the same organisation.
Not a Westpac customer yet?
If either, you, your business or organisation becomes a Westpac customer within 30 days of completing a workshop, we’ll welcome you aboard by refunding 25% of the workshop fee. To become a Westpac customer simply open a Westpac bank account in your personal name, or the same name of the business or organisation that you represented at the workshop. Refunds will be payable to the legal entity (person, business, or organisation) that paid for your attendance at the workshop.
To claim a refund complete this form.
| Non-Westpac customer | Group discount* |
|---|---|
| $1,190.00 | $1,070.00 |
* Group discount for 2 or more attendees from the same organisation.
Not-for-profit organisations
Additionally, as part of our commitment to the community sector we provide not-for-profit organisations a further 25% discount off our standard workshop fee.
| Westpac not-for-profit customer | Group discount* | Non-Westpac not-for-profit customer | Group discount* |
|---|---|---|---|
| $595.00 | $535.00 | $890.00 | $800.00 |
* Group discount for 2 or more attendees from the same organisation.
Business education expenses are generally tax deductible. Please confirm with your accountant.
All workshop fees include a comprehensive reference manual, a series of action plans and refreshments.
We accept MasterCard ®, Visa ®, American Express ® and direct deposit.
How to register
- Online: Complete the Workshop registration form to register and pay securely online
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On the phone: Call 1800 012 501 and speak to the Westpac Financial Education team.
Things you should know
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Financial confidence guarantee
- We're that confident our financial education workshops will help you make confident financial decisions, we're prepared to give you your money back.
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If you feel that you don’t have the ability to make confident financial decisions after completing this workshop (or workshop series), we’ll give you your money back. To lodge a claim under our Financial Confidence Guarantee please contact Westpac Financial Education on 1800 012 501 or email financialeducation@westpac.com.au to receive a claim form. To be eligible to a receive a refund, you must: - - complete the full workshop (or workshop series);
- - submit a completed claim form within 10 business days of completing the workshop (or workshop series); and
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- return all workshop materials to us.
- The taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and their interpretation. Your individual situation may differ and you should seek independent professional tax advice on any taxation matters.
