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Financial Learning Events 2025

Strategic Planning Workshops That Actually Make Sense

We've spent years watching people struggle with overly complex financial strategies. Our events cut through the noise and focus on what works for businesses operating in Southeast Asian markets.

12 Events This Year
480+ Past Participants
6-8 hrs Intensive Sessions

Learn From Real Experience, Not Theory

We're not fans of generic financial advice. These workshops draw from actual client work and real market conditions affecting Vietnamese businesses.

July 18

Cash Flow Reality Check Workshop

Most businesses think they understand their cash flow until something breaks. This session walks through the messy parts nobody talks about – seasonal fluctuations, payment delays, and building buffers that actually work.

Phú Quốc 30 spots available In-person
Aug 22

Investment Planning for Service Businesses

Service companies face different challenges than product businesses. We'll cover how to plan capital needs when your main asset is people, and how to think about growth without overextending.

Online session 50 spots available 6 hours
Sep 14

Multi-Currency Management Intensive

Working across currencies adds layers most finance courses skip over. This workshop tackles the practical side – hedging decisions, timing considerations, and managing exchange rate exposure without getting overly complicated.

Phú Quốc 25 spots available In-person
Oct 19

Building Financial Resilience Workshop

Economic uncertainty is constant. This session explores how to build financial structures that can handle disruption – not through complex instruments, but through thoughtful planning and realistic scenario modeling.

Online session 40 spots available 8 hours

Different Ways to Participate

People absorb information differently. We offer several formats so you can choose what fits your schedule and learning style.

Full-Day Workshops

Intensive sessions where we work through actual scenarios. You'll leave with frameworks you can apply immediately, not abstract concepts that sound good but don't translate.

  • Hands-on case studies from real businesses
  • Interactive planning exercises
  • Small group discussions with peers
  • Take-home resources and templates

Virtual Sessions

Same depth as in-person events, structured for online delivery. These work well if you're outside Phú Quốc or prefer learning from your office without the travel time.

  • Live interactive format with Q&A
  • Breakout room activities
  • Digital workbooks and tools
  • Recording access for review

Private Team Sessions

Bring your whole team for customized workshops focused on your specific challenges. We adapt content based on your industry, size, and what you're actually dealing with.

  • Tailored to your business context
  • Work with your actual financial data
  • Flexible scheduling options
  • Follow-up support included
Financial planning workshop participants working through cash flow scenarios in small group setting Interactive session on multi-currency management with real-time case study analysis

What People Actually Say

We asked past participants what stuck with them months after attending. Here's what came up most often.

"

The cash flow workshop was the first time someone explained seasonal planning in a way that made sense for my business. Three months later, I'm still using the buffer calculation method we learned. It's simple but it works.

Brynlee Cortez
Brynlee Cortez Retail Operations Manager
"

I was skeptical about another financial planning seminar, but this one was different. Real scenarios, honest discussions about what goes wrong, and practical tools I could actually implement. Worth the time investment.

Oakleigh Strand
Oakleigh Strand Service Business Owner