Financial Literacy

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Do your employees understand how their everyday actions impact the bottom line of the company?
Improving Financial Literacy is a top priority in today's economy.
This is a game-based management development program that can assist with this critical need.

Published in: Business, Education
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Financial Literacy

  1. 1. Financial Literacy Game and Workshop <ul><li>Profit & Cash ® </li></ul><ul><li>A game based learning acumen system </li></ul><ul><li>Presented by </li></ul><ul><li>Mary Louise Pernod </li></ul><ul><li>Capital Connections, Inc. </li></ul><ul><li>877-505-4747 </li></ul>
  2. 2. Improving Financial Literacy <ul><li>Do employees really understand how the decisions they make impact the bottom line? </li></ul><ul><li>Can they make better decisions that serve the corporation and customers while saving money? </li></ul><ul><li>The challenge is to teach all employees to think financially and strategically. </li></ul><ul><li>Profit & Cash® is a unique game experience that utilizes an interactive team approach as players “run their own company”. </li></ul>
  3. 3. Profit & Cash® Workshop Participants Learn to: <ul><li>Make decisions based on the needs of the entire company versus individual and department specific goals </li></ul><ul><li>Learn how to analyze the company’s financial performance and status using critical ratios and financial statements </li></ul><ul><li>Think regularly about and analyze their own work through a financial and big-picture lens </li></ul><ul><li>Plan and act to reduce variances between current and expected performance </li></ul><ul><li>Make judgments on how to add value for customers that is justified financially </li></ul>
  4. 4. Keep In Mind: <ul><li>The workshop is a “springboard for discussion” about the company and it’s financial goals </li></ul><ul><li>The objectives of the workshop can be customized or tailored to meet any specific needs of your company </li></ul>
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  6. 6. 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
  7. 7. Quarterly report out to “Board of Directors”
  8. 8. Conditions of Adult Learning <ul><li>Relaxed alertness – high challenge, low threat </li></ul><ul><li>Orchestrated immersion – workshop designed to get increasingly complex </li></ul><ul><li>Active processing – transfer of workshop lessons into participant’s daily business responsibilities </li></ul>
  9. 9. Target Audience For the Workshop <ul><li>Leadership training </li></ul><ul><li>Ongoing Development </li></ul><ul><li>Team building </li></ul><ul><li>New employee orientation </li></ul><ul><li>Kickoff for strategic planning sessions </li></ul><ul><li>Board of Director retreats </li></ul><ul><li>Kickoff for process improvement initiatives </li></ul>

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