Elite Retreat
31st August - 5th September 2025
Elite Retreat is an exclusive training offsite for aspiring Chiefs of Staff from across the globe, hosted by three of the world’s most respected expert trainers: Join us in Jávea, Spain this September for 5 days of bespoke one-to-one training with:
Elite Retreat is different! Every 5-day retreat is unique and will be created specifically for the attendees based on their needs.
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We make it really easy by sending you a business case letter that has helped thousands of Assistants to ask for funding to attend our events and training.
Executive Assistants (EAs), both those directly supporting the CFO, Finance or Accounting Leaders and those indirectly supporting other Senior Leaders as well as any employee that wants to improve their knowledge and skill sets related to Corporate Finance.
2. Understand the basics and roles of financial statements in the organization
3. Prepare, monitor and control key budgets
4. Use Cost Modeling as a tool when negotiating and purchasing good/services from key vendors
Section 1 – Just what is corporate finance and why should the EA know about it?
Section 2 – Make your statement: Understanding your firm’s balance sheet, income & cash flow statements
Section 3 – Mess with my budget & you mess with me!: Principles of good budgeting
Section 4 – Let’s break it down!: Going beyond vendor pricing with cost modelling
Section 5 – Why behind every CFO, there should be a financially savvy EA: How to apply the best practices learned from this masterclass
We offer group discounts, and we can offer custom solutions! Talk through your training requirements with one of our friendly team and let us work with you to design a programme to suit your needs. Contact us here >
Would you like to chat about your training options for 2025?
Or would you like to talk to someone about training options for your team?
David Willing, our Senior Training Advisor is dedicated to supporting assistants in their career journeys and helping them find the training programs that best suit their needs.
Contact us for a free half-hour chat
