Financial Literacy Game and Workshop Profit & Cash ® A game based learning acumen system Presented by Mary Louise Pernod Capital Connections, Inc. 877-505-4747

Profit & Cash ®

A game based learning acumen system

Presented by

Mary Louise Pernod

Capital Connections, Inc.

877-505-4747

Improving Financial Literacy Do employees really understand how the decisions they make impact the bottom line? Can they make better decisions that serve the corporation and customers while saving money? The challenge is to teach all employees to think financially and strategically. Profit & Cash® is a unique game experience that utilizes an interactive team approach as players “run their own company”.

Do employees really understand how the decisions they make impact the bottom line?

Can they make better decisions that serve the corporation and customers while saving money?

The challenge is to teach all employees to think financially and strategically.

Profit & Cash® is a unique game experience that utilizes an interactive team approach as players “run their own company”.

Profit & Cash® Workshop Participants Learn to: Make decisions based on the needs of the entire company versus individual and department specific goals Learn how to analyze the company’s financial performance and status using critical ratios and financial statements Think regularly about and analyze their own work through a financial and big-picture lens Plan and act to reduce variances between current and expected performance Make judgments on how to add value for customers that is justified financially

Make decisions based on the needs of the entire company versus individual and department specific goals

Learn how to analyze the company’s financial performance and status using critical ratios and financial statements

Think regularly about and analyze their own work through a financial and big-picture lens

Plan and act to reduce variances between current and expected performance

Make judgments on how to add value for customers that is justified financially

Keep In Mind: The workshop is a “springboard for discussion” about the company and it’s financial goals The objectives of the workshop can be customized or tailored to meet any specific needs of your company

The workshop is a “springboard for discussion” about the company and it’s financial goals

The objectives of the workshop can be customized or tailored to meet any specific needs of your company

Table & Room Setup Score sheets assigned to and filled out by team members Players bring only a hand held calculator Typical Workshop takes 4-6 hours Team Information & Outcomes Sheet Balance Sheet Income Statement Monthly Transaction Score sheet

Quarterly report out to “Board of Directors”

Conditions of Adult Learning Relaxed alertness – high challenge, low threat Orchestrated immersion – workshop designed to get increasingly complex Active processing – transfer of workshop lessons into participant’s daily business responsibilities

Relaxed alertness – high challenge, low threat

Orchestrated immersion – workshop designed to get increasingly complex

Active processing – transfer of workshop lessons into participant’s daily business responsibilities

Target Audience For the Workshop Leadership training Ongoing Development Team building New employee orientation Kickoff for strategic planning sessions Board of Director retreats Kickoff for process improvement initiatives

Leadership training

Ongoing Development

Team building

New employee orientation

Kickoff for strategic planning sessions

Board of Director retreats

Kickoff for process improvement initiatives