Financial Leadership Readiness

Transform complex financial concepts into actionable business intelligence

InCorp Advisory’s Financial Leadership Readiness workshop is designed for non-financial leaders who need to understand and interpret financial information to drive business success.

This intensive, practical bootcamp transforms complex financial concepts into actionable business intelligence.

We deliver personalised training that’s tailored to your specific business context. Our Financial Leadership Readiness workshops support leaders at all levels – from family business successors to general managers stepping into broader financial responsibilities – by providing the tools and confidence needed to make informed financial decisions.

The program combines theoretical foundations with direct real-world application, using interactive scenarios and your actual business data to ensure immediate relevance and retention.

Transform your leadership capabilities

Through an in-depth, 4-session workshop with the InCorp Advisory team, develop the financial skills that will deliver immediate impact to your business decisions. By the end, you’ll be able to address these key priorities within your organisation:

“I want to speak the same language as my finance team”

Stop being bewildered by your CFO. Gain confidence in financial discussions and make informed decisions alongside your finance professionals.

“I want to optimise my profitability”

Learn to identify margin improvement opportunities, understand cost structures, and make data-driven decisions that directly impact your bottom line.

“I want to make better financial and team decisions”

Align financial strategy with staff responsibilities, strengthen collaboration and outcomes, and use technology for data-driven decision making, scenario modelling and future-proofed planning.

“I want to strengthen my inventory decision-making”

Master working capital management, understand cash flow implications, and make strategic inventory decisions that improve business performance.

“I want to communicate to my board or investors better”

Develop the skills to present financial information clearly, answer stakeholder questions confidently, and demonstrate strong financial stewardship.

“I want to make future-proofed funding decisions for 1, 3 and 5 years”

Understand capital structure, evaluate financing options, and plan strategic funding that supports sustainable business growth.

Register your interest to join the next workshop group

Program structure

Delivered across four half-day sessions, the program combines structured learning with real-world scenarios and practical tools you can apply immediately.

Program delivery

4 half-day sessions (8:00am – 12:00pm) delivered over 6–8 weeks

Format

16 one-hour modules,
plus networking lunch each day

Cost

$6,400 + GST per participant

Half-day 1:
Executing ideas & planning for the future (modules 1-4)

Module 1
Structuring for success

Module 2
Working capital

Module 3
CAPEX

Module 4
Inventory

Half-day 2:
People, compliance & business drivers (modules 5-8)

Module 5
Other assets

Module 6
Trade finance & loans

Module 7
Employee benefits

Module 8
Taxes

Half-day 3:
Business Performance (modules 9-12)

Module 9
Other liabilities

Module 10
Revenue & COGs

Module 11
Overheads

Module 12
Profit

Half-day 4:
Business value & tech (modules 13-16)

Module 13
Equity

Module 14
Tech stack

Module 15
Risk matrix

Module 16
Growth & exit

Capstone assessment

Interactive case study applying learned concepts to real business scenarios with personalised feedback and action planning.

Real-world scenarios & application

These sessions go beyond theory by immersing participants in practical scenarios that mirror the challenges you face every day. Each module includes interactive case studies and “what-if” analysis to build your decision-making confidence.

”How can I tell when the building’s on fire?”

Learning to read warning signs through ratio analysis, debtor days blow-outs, and obsolete stock identification

Working capital stress testing

“What happens if our debtor days blow out by 10 days?” and understanding cash flow implications

Interest rate impact modelling

Evaluating how rate changes affect your business and making proactive decisions

Technology investment decisions

When to upgrade financial systems and what to invest in for optimal ROI

Margin optimisation scenarios

Identifying cost structure improvements and pricing strategy impacts

Capital structure planning

Understanding when and how to access different funding sources

Risk identification workshops

Spotting business risks before they become critical issues

Interactive war room sessions

Learn from real world situations where our facilitators share both successful strategies and cautionary tales from their decades of experience across diverse industries and business challenges.

Why choose InCorp Advisory

Tailored business application

Unlike generic online courses, our program is customised to your specific industry and business context, using real-world examples and your actual financial data where appropriate.

Expert facilitators

Learn from seasoned professionals including CFOs, tax specialists, and business advisors who bring decades of practical experience across diverse industries and business scenarios.

Interactive learning environment

Move beyond theory with hands-on exercises, scenario planning, and collaborative problem-solving that ensure knowledge retention and practical application.

Ongoing support network

Join an exclusive community of business leaders with access to our expert team via dedicated Slack channels for ongoing questions and advice.

Key differentiators

Small group format for personalised attention

War stories and real-world case studies from industry experts

Bespoke content tailored to participant businesses

In-person delivery with networking opportunities

Post-program support and advisory access

Access to InCorp Advisory’s ongoing learning community

Who is this for?

Business leaders with financial responsibility

Family business successors entering leadership roles

General managers transitioning to broader financial oversight

Department heads with P&L responsibility

Entrepreneurs scaling their businesses

Non-financial executives joining boards or investment committees

Business context

Start-up businesses with technical founders needing financial literacy

Family businesses planning succession transitions

Growing companies promoting internal talent to senior roles

Organisations preparing for capital raises or exits

Any leader requiring enhanced financial decision-making capability

Your workshop facilitators

Learn from senior advisors and finance specialists with decades of real-world experience guiding Australian businesses.

Aaron Seeto

Director, Finance Function

As a Head of Division with over 15 years of experience in public practice, Aaron specialises in providing comprehensive outsourced finance function services and virtual CFO solutions to small and medium enterprises. As the founder and director of InCorp Advisory Australia’s Outsourced Finance Function division, he has developed a tech-driven, hybrid onshore-offshore model designed to deliver practical, high-impact finance solutions that extend beyond basic compliance to strategic value creation.

Aaron specialises in working with SMEs, start-ups, established businesses, not-for-profits, and high net worth individuals requiring sophisticated outsourced finance solutions. His approach combines deep technical expertise with innovative technology implementation, ensuring clients receive scalable finance operations, comprehensive cash flow management, and strategic board reporting. He actively advises fintech startups on accounting features and product development as a member of numerous fintech accelerators, drawing on practical knowledge from both finance and tech ecosystems.

Glenn Rhynehart

Director, Tax & Advisory

Glenn is one of InCorp Advisory’s experienced Directors, and brings nearly 20 years of expertise in public practice, providing comprehensive tax and business consulting services across a broad range of industries. As a Chartered Accountant and Chartered Tax Adviser, he has developed extensive expertise in tax structuring, business advisory services, and specialised solutions for start-up companies and emerging businesses throughout their growth journey.

Glenn specialises in working with start-up companies, growth businesses, and clients requiring sophisticated tax structuring solutions including Employee Share Schemes (ESS), Early Stage Innovation Companies (ESIC), restructure rollovers, and Small Business CGT Concessions. His approach combines technical tax expertise with practical business insight, ensuring clients receive elegant solutions to complex tax problems while maximising value extraction opportunities in a tax-effective manner.

James Sobol

Partner, Tax & Advisory

James is a Business Services Partner with over 20 years of experience as a Chartered Accountant, specialising in Direct and Indirect Tax compliance as well as Self-Managed Superannuation. His primary role involves acting as a trusted business adviser to clients while ensuring all compliance matters are managed in a timely and efficient manner.

Throughout his career, James has worked with a diverse range of clients across multiple industries, with particular expertise in assisting businesses prosper through strategic focus on processes, structuring, and compliance needs. He has also served as a Resident Director for inbound international clients and domestic not-for-profit organisations.

James believes that proactive relationships with both clients and his team generate the best possible results, and he takes pride in being at the forefront of technological advancement in the accounting profession.

FAQs

Why is getting the right tax advice important?

To form a company in Australia, you will need to submit the following documentation to the Australian Securities and Investments Commission (ASIC):

The company name and proposed business activities
The company’s registered address
The names and addresses of the directors and shareholders
The company’s Constitution (if adopting one)
Details of the company’s public liability insurance
The company’s ABN (if applicable)

Once the ASIC has received all of the required documentation, they will register the company and issue a Certificate of Incorporation. The entire process usually takes around 2-3 weeks.

Are there costs associated with company incorporation in Australia?

Yes, the fees that are charged vary depending on the state or territory in which you incorporate your company. In general, the costs generally include the following:

Application fee
Company registration fee
Annual fees

How long does it take to set up a company in Australia?

Secure your place in the next intake

Submit your details and our advisory team will contact you with upcoming workshop dates, availability, and next-step guidance.

Secure priority access to upcoming workshop dates

Submit your details to register your interest in the Financial Leadership Readiness workshop. Our team will contact you to confirm suitability and upcoming availability.

Delivery details

Four half-day sessions delivered over 6–8 weeks
Typically 8:00am–12:00pm, with optional networking lunch
Small group format for personalised attention
Delivered in person at InCorp Advisory, Sydney.
Private in-house delivery available for leadership teams by arrangement

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