As assistants continue to evolve into strategic business partners, understanding the financial landscape of an organisation has never been more valuable. Whether you’re supporting senior leaders, managing projects, coordinating budgets, or helping drive business decisions, finance knowledge can strengthen your confidence, credibility, and impact.

Join us for this insightful Power Hour with Josh Taylor from Your Excellency, where we’ll explore finance through an assistant’s lens, breaking down key concepts into practical, relevant insights that you can apply within your role.

Finance is no longer something that sits solely within a finance department. Assistants are increasingly involved in operational decisions, event budgets, forecasting, reporting, supplier management, and strategic conversations.

Having a stronger understanding of financial principles can help you:

• Speak the language of business with greater confidence
• Better understand organisational goals and decision-making
• Add more strategic value to your role and leadership team
• Support budget conversations and project planning more effectively
• Strengthen commercial awareness and business acumen
• Position yourself as a proactive, informed business partner

Key takeaways from the session:

✔ Understanding core financial terminology without the jargon
✔ Gaining insight into how businesses make financial decisions
✔ Learning how finance impacts strategy and growth
✔ Understanding budgets, forecasting and financial reporting at a practical level
✔ Building confidence in business and leadership conversations
✔ Identifying ways to use financial understanding to elevate your role

This session is designed to make finance accessible, practical and relevant, giving assistants greater confidence and a stronger understanding of the wider business picture.

Join us and invest in a skillset that can elevate not only your role, but your long-term career development.