Improve Your Cashflow with AI Workshop
Led by Kerry Wood & Guest Speaker Brett Odgers
Join Kerry Wood for a focused workshop on how business owners can use AI to improve cashflow, manage debt more effectively, and make smarter financial decisions using the tools already sitting inside their business.
Or give us a call at 021 283 7499
Date: October 9th 2026
Location: 9 Huron Street, Takapuna
Time: 9:00am - 2:30pm
Duration: 5:30 hours
Early bird Price: $399 +GST (closes 21st September)
Existing Clients tickets is complimentary
Guest Speaker
Led by Kerry Wood & Guest Speaker Brett Odgers
You will also hear from Brett Odgers, CEO of Alice.ai, who will join online as a guest speaker to share how Alice.ai is helping business owners simplify financial management and take action before cashflow problems become bigger issues.
Or give us a call at 021 283 7499
Early bird price is $399, secure your spot now!
After 21/09/2026 price goes to $599
What to expect from this Workshop
This workshop is built for business owners who want practical answers, not more financial jargon.
You will learn how to use AI tools to better understand your cash position, identify financial pressure points, and create a clearer action plan for improving cashflow inside your business.
Leave With Tools, Not Homework
Build a Cashflow System You Can Use Straight Away
During the session, you’ll create a working 13-week cashflow forecast and learn how to use AI to pull your numbers together faster, spot cash gaps earlier, and update your forecast weekly without spending hours buried in spreadsheets.
You’ll also walk away with AI-ready debtor email templates, a simple debtor management system, and a 90-day plan to help you take control of your cash position. The aim is simple: leave the room with something useful, accurate, and ready to use in your business
A working 13-week cashflow forecast
AI-ready email templates for debtor follow-up
A simple debtor management system
A clearer view of your cash position
A practical 90-day action plan
Confidence to use AI as a business tool, not just a novelty
This is a hands-on workshop built for business owners who want practical answers.
During the session, you’ll create a working 13-week cashflow forecast and learn how to use AI to pull your numbers together faster, spot cash gaps earlier, and update your forecast weekly without spending hours buried in spreadsheets.
You’ll also walk away with AI-ready debtor email templates, a simple debtor management system, and a 90-day plan to help you take control of your cash position. The aim is simple: leave the room with something useful, accurate, and ready to use in your business.
What you’ll walk away with
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A working 13-week cashflow forecast
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AI-ready email templates for debtor follow-up
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A simple debtor management system
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A clearer view of your cash position
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A practical 90-day action plan
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Confidence to use AI as a business tool, not just a novelty
What You’ll Learn
The day ahead - The structure
During the session, we will cover:
Cashflow visibility:
Debt handling:
Xero and accounting software:
Cashflow adjustment:
Business tool integration:
Decision-making confidence:
How to get a clearer picture of what is coming in, what is going out, and where pressure is building
How to use better data and smarter tools to manage debt, repayments, and financial commitments
How platforms like Xero can work alongside AI to give you better reporting and decision-making support
How to identify small changes that can create meaningful improvements in available cash
How Alice.ai can support the systems you already use rather than adding more complexity
How to move from guessing and reacting to reviewing, planning, and acting with better financial clarity
Cashflow visibility: How to get a clearer picture of what is coming in, what is going out, and where pressure is building
Debt handling: How to use better data and smarter tools to manage debt, repayments, and financial commitments
Xero and accounting software: How platforms like Xero can work alongside Alice.ai to give you better reporting and decision-making support
Cashflow adjustment: How to identify small changes that can create meaningful improvements in available cash
Business tool integration: How Alice.ai can support the systems you already use rather than adding more complexity
Decision-making confidence: How to move from guessing and reacting to reviewing, planning, and acting with better financial clarity
Secure yourself a spot in this Workshop
Date: October 9th 2026
Location: 9 Huron Street, Takapuna
Time: 9:00am - 3:00pm
Early bird price: $399 offer ends 21/09/2026
excluding existing clients - Free
A half-day intimate session to understand your cash position, identify financial pressure points, and create a clearer action plan for improving cashflow inside your business using AI tools to maximise your businesses potential
Your No-Risk Investment
The ACBE Money back Guarantee
We are confident this workshop will provide immense, actionable value. If you attend the full day and don't leave with a clear plan that you believe can transform your business, we will refund your entire investment. No questions asked.
Claim your spot in this Workshop hosted by Kerry Wood & Brett Odgers
You cannot run a business looking in the rearview mirror. You need a simple, forward-looking dashboard that tells you exactly when cash is coming in and when it is going out. Don't miss out on this special opportunity to bring more cash to your table
1.
Full-Day Intensive Planning
Stop Firefighting for one day. Gain the clarity you havent had in years by stepping away from the daily chaos.
2.
Develop your Custom Roadmap
Walk away with a one-page strategic plan designed to reclaim 10+ hours per week and systemise your operations.
3.
Peer Group of Founders
You're not alone. Solve your biggest challenges alongside a vetted group of owners from your industry.
4.
The "Engine Room" Framework
Get the exact tools to install the systems (SOPs, Dashboards, KPIs) you need to finally remove yourself from the the centre of the business
You built a successful business, but now it feels like you're running out on fumes. Does this sound familiar?
What Our Clients Have To Say
ABOUT THE GUY!
Kerry Wood
Kerry Wood isn't a theoretical consultant. As a founder himself and the author of The Four Teams and The Art of the Difficult Conversation, he has spent over a decade helping business owners in the trades and manufacturing sectors build companies that can scale and run without them. This workshop delivers the proven framework he uses with his private clients
OUR CLIENTS
ENQUIRIES
Frequently Asked Questions
This workshop stands out due to its focus on the specific economic landscape of 2025 and beyond, tailored for New Zealand businesses. Led by Brad Olsen, a renowned economist, it offers:
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Insights directly applicable to SMEs in construction, manufacturing, and sales/distribution sectors
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A no-nonsense approach that cuts through economic jargon
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Actionable strategies for navigating upcoming economic challenges
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This workshop is ideal for:
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Business owners and CEOs of SMEs
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Decision-makers in construction trades, manufacturing, and sales/distribution industries
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Forward-thinking leaders seeking to protect and grow their businesses in uncertain economic times
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To get the most out of the workshop:
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Bring key financial data about your business
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Prepare questions about your specific industry's economic outlook
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Come with an open mind and readiness to engage in discussions
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A 30-minute presentation by Brad Olsen
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A 15-minute Q&A session
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Interactive discussions and networking opportunities
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Practical exercises to apply the insights to your business
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Attendees will receive:
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A comprehensive summary of Brad Olsen's economic forecast
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Actionable strategies tailored for SMEs in New Zealand
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Access to exclusive economic reports and analysis
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Follow-up resources to help implement the insights gained
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