Financial Mastery Workshops

Transform your approach to budget surplus management through hands-on learning with industry experts. Join our practical workshops starting August 2025.

Marcus Nordström, Senior Financial Strategist and Workshop Lead
Expert Instructor

Learn From Real Experience

Marcus Nordström brings fifteen years of hands-on experience helping Vietnamese businesses manage surplus funds effectively. His practical approach comes from working directly with over 200 companies across Ho Chi Minh City and Hanoi.

  • Cash flow optimization for growing businesses
  • Risk assessment in emerging markets
  • Regulatory compliance for Vietnamese enterprises
  • Strategic reserve fund management

Teaching Philosophy

Small group sessions (max 12 participants)
Real case studies from local businesses
Practical exercises with actual scenarios

Marcus believes in learning through doing. Each workshop includes real examples from his client work, adapted to protect confidentiality while maintaining educational value.

Common Surplus Management Challenges

We've identified the most frequent obstacles businesses face when managing excess funds, and developed specific solutions for each.

Inflation Protection Uncertainty

Many businesses struggle to protect surplus funds from Vietnam's fluctuating inflation rates while maintaining liquidity for operational needs.

  • Assess current cash flow patterns and seasonal variations
  • Evaluate government bond options with different maturity periods
  • Create tiered allocation strategy balancing protection and access
  • Set up monitoring system for rate changes and adjustment triggers
  • Establish review schedule aligned with business planning cycles

Regulatory Compliance Complexity

Understanding Vietnamese banking regulations and foreign exchange rules when managing larger surplus amounts can feel overwhelming for business owners.

  • Map current regulations affecting your business size and industry
  • Identify reporting requirements and deadlines for surplus management
  • Establish relationships with compliant financial institutions
  • Create documentation system for audit readiness
  • Set up alerts for regulatory changes affecting your strategy

Growth Capital vs Security Balance

Finding the right balance between keeping surplus funds secure and using them for business expansion opportunities requires careful planning.

  • Define business growth timeline and capital requirements
  • Calculate minimum security reserve based on operational needs
  • Evaluate growth opportunities against security requirements
  • Structure funds into security, growth, and opportunity categories
  • Implement decision framework for surplus allocation choices
Interactive workshop session with participants working on financial planning exercises

Practical Workshops Starting August 2025

Our workshops combine theoretical knowledge with hands-on practice. You'll work with real scenarios and leave with actionable strategies specific to your business situation.

Dr. Helena Bergqvist, Workshop Co-Facilitator and Risk Assessment Specialist
Dr. Helena Bergqvist
Risk Assessment Specialist & Co-Facilitator
August 15-16, 2025

Fundamentals of Surplus Management

Two-day intensive covering basics of cash flow analysis, risk assessment, and initial strategy development for businesses with growing reserves.

  • Weekend format: 9:00 AM - 4:30 PM
  • Maximum 12 participants for personalized attention
  • Includes workbook and planning templates
Register Interest
September 12-13, 2025

Advanced Strategy Implementation

For businesses ready to implement sophisticated surplus management approaches. Covers portfolio diversification and regulatory compliance strategies.

  • Prerequisite: Fundamentals workshop or equivalent experience
  • Focus on Vietnamese market conditions
  • Case studies from local businesses
Register Interest
October 18, 2025

Quarterly Review Masterclass

One-day session focusing on establishing review processes and adjustment strategies. Perfect for businesses with existing surplus management plans.

  • Single day intensive: 9:00 AM - 5:00 PM
  • Bring your current strategy for personalized review
  • Small group format encourages peer learning
Register Interest