Steven Donnelly

Steven Donnelly

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Review of Appleton Greene & Co
Steven Donnelly
Steven Donnelly 2025.07.17
     
Financial Strategy program I attended my first Appleton Greene program workshop last week with nine other colleagues from our company. The program title is Financial Strategy. Our employers want our company to be more profit-driven, improving our flow of funds throughout each department, improving liquidity, managing our assets better, and ensuring that all key employees have a commercial understanding of finance. It incorporates things like: -Financial Analysis -Departmental Budgeting -Financial Forecasting -Profit Centers -Flow of Funds -Investment Management -Asset Management -Growth Management -Corporate Recovery -Mergers & Acquisitions -Financial Automation -Financial Reporting The program is well thought-out and is full of helpful content and thought-provoking ideas, but more importantly, we are implementing what we learn after every workshop, so it is very easy to measure value. The pace of learning changes constantly, incorporating detailed content, videos, case studies, interactive exercises, and project studies, and it is very interactive. The workshop also allowed me to learn from my colleagues and the program content, and given we all represent different departments within our organization, this gave us all confidence that what we were doing was leading to something substantial and worthwhile. The project study enables us to implement the first part of the process within each department, and this should be fully operational before we attend the second workshop. If every workshop is developed using the same format, then this is a very productive program.