Sam Barkeley Finance

SBF Institute

Executive Training Programmes

Build internal financial expertise. Don't stay dependent on consultants.

Executive Coaching and Corporate Training

Capability that stays after we leave.

Through SBF Institute, we offer executive coaching and corporate training programmes that equip leadership teams with advanced financial skills — so the capability we bring to an engagement stays in the business after we leave.

Case Studies

Practical, real-world applications drawn from the participant's own industry.

Industry Reality

Every exercise built around the specific commercial realities the team actually faces.

Mentoring

Customized one-on-one coaching for leadership and senior finance staff.

Measurable Uplift

Capability assessed before and after, so the investment in training is visible.

SBF Institute

Training programmes

Programmes we deliver

Microsoft Excel Mastery
Programme 01

Microsoft Excel Mastery

Beginner to advanced Excel, including VBA automation.

Corporate workshops · Finance teams and analysts
Financial Modelling
Programme 02

Financial Modelling

Financial modelling for finance teams and non-financial executives.

Corporate workshops · Finance teams and executives
Strategic Planning and KPI Development
Programme 03

Strategic Planning and KPI Development

Strategic planning and KPI development, including dashboard design.

Customized masterclasses · Leadership teams
Deal Structuring and Capital Raising
Programme 04

Deal Structuring and Capital Raising

Deal structuring and capital raising fundamentals, including valuation.

One-on-one coaching · Directors and senior finance staff
Data Analytics and Dashboards
Programme 05

Data Analytics and Dashboards

Data analytics and dashboard creation — Power Query, Power Pivot and Power BI.

Online programmes · Distributed and multi-site teams

Delivery formats

How we deliver

  1. Format 01 · Corporate workshops
    Whole finance or operations teams needing a shared standard
  2. Format 02 · One-on-one coaching
    Executives and directors building personal financial fluency
  3. Format 03 · Customized masterclasses
    Focused capability gaps tied to a live transaction or plan
  4. Format 04 · Online programmes
    Distributed teams and multi-site organizations