In-person event

You're invited to our PUG Classroom Finance Masterclass

Whether you have Phocas Financial Statements, Budgets & Forecasts, or both, don't miss our exclusive, hands-on training day designed for finance users who want to turn insight into action.
Spaces are limited; secure your spot today!
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You're invited to our PUG Classroom Finance Masterclass
About this event

Sharpen your FP&A skills and uncover new insights

PUG Classroom is your chance to 'Phocas your finance skills' with a full day of practical learning, insider updates and expert-led sessions. Join former CFO and Phocas Subject Matter Expert, Nick Aversano for a workshop-style day packed with smart tips & tricks, fresh ideas and plenty of opportunities to connect with other finance leaders and fellow Phocas users.

Whether you’re looking to refresh your skills, explore new features or get more value from your data, it's a must-attend!


Sharpen your FP&A skills and uncover new insights

Agenda

Agenda is subject to change. The final agenda will be shared with registrants 1 week before the event.
9:00am - 9:30 am

Arrival + Tea/Coffee

9:30am - 9:45am

Welcome + Agenda

9:45am - 10:30 am

Finance keynote

Hear from former CFO and Phocas Subject Matter Expert Nick Aversano as he explores the evolving role of finance — unpacking what it means for modern teams, and how they can use the latest features in Phocas' FP&A platform to rise to the challenge with confidence.
10:30am - 11:15 am

Financial Statements: Creating & analysing financial statements

Hands-on, follow-along sessions split into beginner and advanced. Beginners build a live P&L step by step; advanced users work with multi-entity consolidations and variance analysis.
11:15am - 11:30am

Break

Mentimeter poll goes live to vote on learning circle topics

11:30am - 12:15pm

Financial Statements: Visualising financial data and creating KPI dashboards

Hands-on, follow-along sessions split into beginner and advanced. Beginners  build their first KPI dashboard from scratch; advanced users build multi-metric dashboards with conditional formatting and drill-downs.
12:15pm - 1:00pm

Networking lunch

1:00pm - 1:45pm

Panel discussion | The end of set-and-forget: Smarter budgeting for modern finance teams

In this fireside chat, Nick will explore why “set-and-forget” budgeting no longer works and what modern finance teams are doing instead. Discover how smarter, more agile approaches to budgeting in Phocas can help you stay ahead, adapt faster and turn planning into a true strategic advantage.
1:45pm - 2:30pm

Budgets & Forecasts

After the fireside chat, we’ll split into two groups. Beginners get a practical intro to B&F in Phocas; advanced users dive into three-statement budgeting, headcount planning, and allocations. Interactive and hands-on throughout.

2:30pm - 3.15pm

Learning circles

Peer-led small group discussions on topics voted on during the morning break via Mentimeter. Groups self-select and are facilitated (not led) by Phocas staff. Closes with a 5-minute share-back from each group. Topics based on what the room cares about most — e.g. closing the month faster, board-ready reporting, budgeting without spreadsheet chaos.


3:15pm - 3:45pm

Q+A and open surgery

Whether you want to ask Nick questions about the day, chat to your Customer Success Consultant about a report you've always wanted to create, or share tips & tricks with fellow Phocas users, now's your chance!

3:45pm - 4:00 pm

Thank you & close

4:00pm - 4:30pm

Networking & drinks

Location

Get directions to our event venue.
Where

Phocas Software 
Suite 18.01/321 Kent St 
NSW 2000, Australia
When
Thursday, 3rd September 2026
Time
9:00 AM - 4:30 PM AEST

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