Business Planning with Microfin
Toronto, Canada - Standard and Advanced
June 27 - July 1, 2022

Microfin is not just a simple budgeting spreadsheet for Microfinance Institutions, but a holistic enterprise planning tool, designed to help budgeting managers, CFOs, and operations officers plan for branch expansion, staff hiring, cash management, and asset purchasing. In addition, Microfin includes a complete set of financial statements, ratio reports, graphs, and monthly budget-to-actual variance analysis.

Due to the comprehensive nature of the spreadsheet, many users are initially intimidated by the software. My training courses empower users with a developer-led, thorough explanation of Microfin, utilizing a hands-on case study and the latest version of the software. Assumptions and results are explained and logically tested, removing that initial intimidation and giving confidence to the users that implementing Microfin, projecting results, and making informed decisions for their own MFI is simpler than initially imagined.

Microfin courses have been streamlined with a reduced cost, based on feedback from course participants.  The Standard Course will be taught Monday, Tuesday, and Wednesday, (June 27-29, 2022) with the Advanced Course participants joining with the Standard Course participants on Wednesday and then continuing on for Thursday and Friday (June 29 - July 1, 2022).  The location is Toronto, Canada and the course will be taught in English.  The course is designed as a destination location for those who have the ability to travel but have had difficulty in securing visas to the United States of America.  Please visit this website for official information on obtaining a visa to Canada.  

Note that Niagara Falls is located approximately 130km (80 miles) from Toronto, Canada.  Please indicate if you have interest in an excursion to the falls. 

For participants who would like to take either the Standard 3-day, Advanced 3-day, or Standard and Advanced 5-day course, fees are listed below.  Note the significant discounts which are available if you register early.  Group discounts are also available in addition to these rates.

  Earliest Registration
Best Price
Before May 30, 2022
Regular Registration
Standard Price
Before June 13, 2022
Late Registration
Late Reg. Price
After June 13, 2022
Course Fee - 3 Days (Standard June 27-29 or Advanced June 29-July 1) USD 750 USD 850 USD 1000
Course Fee - 5 Days (Standard AND Advanced June 27-July 1) USD 950 USD 1050 USD 1200


Note that two coffee/tea breaks and lunch will be provided each day.

Register by filling out the registration form here.

I’m excited to offer this course again in person and I hope to see many of you in Toronto later this year.