March 2024 – A client returns

At last, I returned to a law firm which I had not dealt with since before Covid, as the Banking partners wanted a Financial Statements session for 20 or so Banking NQs – “I have heard very good feedback”.

March 2024 – Trip to Paris

I travelled to Paris to deliver my Finance Map class to the Digital team members of a major bank – more than 20 people had assembled from various locations, and a lively morning class was followed by further discussion over lunch.

February 2024 – Advice on a business start-up

I gave a session to a young entrepreneur with exciting plans to launch a new venture and raise seed capital from investors – there have now been a few occasions where I have been able to help people in this situation to re-affirm their understanding of financial...

February 2024 – Insurance brokers

A Finance Map class at one of the large insurance broking firms, attended by 20 or so professionals needing the closest possible understanding of their financial clients – “We all agreed that the session helped us in all areas of GFI, and we gained a valuable...

January 2024 – Lively attendance

I gave a class of 20 for a top law firm where the participation was as lively and as entertaining as I can remember since starting out – very cheering as I know how hard these trainees work.

January 2024 – Leveraged Finance

My first class in January – Leveraged Finance for a law firm – was a hybrid session with a small number of delegates attending remotely. I find this works very well so long as those in the room outnumber the people on-screen.