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Financial Storytelling for Non-Finance Leaders

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About Event

Numbers don’t change minds. Stories do. And if you’re an HR or Ops leader who’s ever sat in a meeting wondering what the finance team actually meant, this session is for you.

This webinar brings together URSA Consultants and Group 18 Consulting, two firms that have built a strategic partnership around a shared belief: finance and operations are stronger together. Jace Lotz (fractional CFO, URSA) and Kevin Noble (fractional COO, Group 18) work side by side across a portfolio of growth-stage clients, where URSA owns the financial picture and Group 18 builds the operational rigor to deliver on it. They’re bringing that same playbook to this session.

You’ll learn how to read the financial story your company is telling and how to use that fluency to actually get things done. We’ll cover how to spot what really matters in a P&L, how to frame a request so your CFO says yes (and how to anticipate the questions they’ll ask before they ask them), how to build a business case that ties your initiative to the metrics leadership already cares about, and how to track and report on progress in a way that builds credibility over time.

Finance isn’t a gatekeeping function. It’s a tool. And once you know how to pair it with strong operational thinking, you’ll never sit on the sidelines of a budget conversation again. You’ll walk in with a request, walk out with approval, and have the receipts to prove it worked.

Bring your questions. We’ll keep it practical, plain-spoken, and useful from day one.