In an era of rising costs, intense competition, and complex customer demands, the organizations that win are the ones that master operational discipline, pricing power, and cash velocity. This workshop equips leaders with the systems, tools, and strategic levers to build a resilient, high-margin business without sacrificing growth or customer experience.
The Profit Margin Expansion Workshop is a deep, hands-on, business-level program that blends strategic pricing, portfolio optimization, operational excellence, and working-capital mastery. Participants learn to identify where profit is being quietly eroded, where cash becomes trapped in the operational cycle, and how to design an engine that continuously expands profitability.
Through a series of immersive modules, leaders gain clarity on:
This workshop goes far beyond traditional finance training. It is a transformation of how leaders think about value, cost, complexity, and financial performance. Participants leave with a full diagnostic of their margin and cash health, a value-based pricing architecture, a prioritized set of margin levers, and a practical roadmap for improving both profit and liquidity within 90 days.
This is the workshop for business leaders who want:
By the end of the program, leaders will have:
This is not theoretical.
This is applied, enterprise-grade margin transformation taught by experts who have led Fortune 50 companies successfully through several economic cycles and recessions. Your leaders will walk out with actionable strategies ready to implement the very next day and transform your financial architecture so margins rise predictably, sustainably, and on target.
This is a diagnostic, hands-on workshop that reveals where cash gets trapped in your operating and business models, and immediate actions to free flow and unlock commercial value.
Over two intensive days, participants diagnose live financial data to uncover hidden margin leaks, apply various solutions through financial modeling to accelerate cash flow, and create actionable strategies and roadmaps for reducing cost without sacrificing value.
The workshop is highly experiential, blending:
This comprehensive executive workshop provides hands-on tools, frameworks, and actionable plans to unlock margins and accelerate cash flow:
PME, DTV Frameworks and Templates
Financial Diagnostic Tools
Cash Flow Map & Silent Cash Leaks Worksheets™
Financial Health Index
30/60/90 Cash Unlock Plan™
Portfolio & Product Catalog Template
Cost Handbook and Card Templates
Future-State Roadmap and governance framework
Move from intellectual understanding into real-time application.
You can’t change what you don’t understand.
Identify the key roles, responsibilities, and skills required across the function or business that contribute to financial performance.
In this first session, you’ll also discover the core building blocks (clear and differentiated product lines, product levers and value derivatives, product cost systems, pricing strategies and revenue models).
Clarity comes before cost cutting.
Know exactly how your products generate cash before making decisions.
In this module, you will use Product Catalogs to establish clear product lines and compare products across the portfolio to estimate the margins your products generate and understand outliers. You will use the Margin Expansion Roadmap to prioritize margin expansion efforts.
Price is a Tactic – Value is a Strategy.
Compete on price, and you train your customers to leave the moment someone is cheaper.
To remain highly competitive in the marketplace, products must have a clearly articulated value for each customer. In this module, you’ll probe deeper into your customer’s selection criteria, and customer value curve, identify key differentiators and map the product and technology levers (derivatives) to calculate customer value and deploy a value based pricing strategy. You’ll track all changes made in an Annual Chart of Accounts.
Make your product the clear choice.
Leading in the marketplace requires a clear understanding of the entire ecosystem and how your competitors deliver against the selection criteria.
In this module, you’ll use a Product Position Map to rank your products against the competitors’ and use this information to make decisions on prioritization of new products/features, build close to accurate forecasts and projections, position for growth and plan for disruption or risk.
Value = Function/Cost.
Over-engineering is expensive. Under-valuing the customer is fatal. Build exactly what matters the most without over-engineering.
In this module, you’ll track Engineering, Research and Development costs, and apply the DTV and DFSS frameworks to ensure you build the right product the right way, and track engineering productivity to ensure you build products and services efficiently, competitively, and profitably. You’ll learn to champion and executing smart breakout strategies, prevent over-engineering and complexity creep, accelerate time-to-market, and ensure R&D dollars generate real business impact.
Know what everything should cost and why.
Cost ignorance is expensive. Cost modeling saves companies from themselves. Cost modeling is a structured method used to estimate, analyze, and understand the true cost of producing a product, delivering a service, or running a business process.
In this module, you’ll construct a Product Cost Handbook/ Card to track down all cost components (materials, labor, overhead, operations, logistics, technology, risk, and other factors) to identify what something really costs and why. You’ll practice cost modeling and ways to get the most out of variable costs.
Market Price + Price Entitlement = Should Price.
Value Based Pricing is a strategy which sets the pricing based on sharing the value derived from the product or service delivered to the customer.
In this module, you’ll identify the price entitlement, fair market value, and market pricing to establish the “should prices” for your products.
Profit ≠ liquidity. You can be profitable but bankrupt if cash flow isn’t managed.
Business plans and revenue models must allow for cash flow throughout the entire product lifecycle. Cash flow management ensures that a business can survive, operate, grow, and compete.
In this module, you’ll understand how Net Present Value, Inventory Turnover, NPI, depreciation, disputes, payment terms, implementation and design time, supplier P&E, payments terms, inventory and sourcing affect cash flow. You’ll construct business and financial models to simulate the flow of cash and remove bottlenecks.
Communicate Change. Drive Accountability. Deliver Results.
Turn strategy into action by aligning teams, defining clear responsibilities, and holding roles accountable for measurable outcomes.
In this section you develop a go-to structured approach to communicate change effectively, engage stakeholders on a shared vision and purpose, and link individual contributions to revenue, margin, and operational results using practical tools like RACI charts and KPI-driven dashboards.
Pinpoint hidden margin drains and identify top leverage points for improvement
Accelerate cash flow by mapping and fixing operational and financial traps
Redesign pricing and product strategies to improve revenue quality and profitability
Optimize operational processes to reduce rework, waste, and cycle time
Build a 30/60/90 execution plan with measurable impact on margin and cash
Install a Cash Flow Flywheel to create a self-sustaining cycle of profit and liquidity
Develop a Future-State Margin Engine with governance, dashboards, and decision rights
Articulate and provide clear direction to product and service owners
Foster a culture of margin discipline and momentum across teams and functions