Learning Curriculum
A Step-by-Step Path to Financial Growth and Capital Readiness
- Modules 1: Financial Foundations 101
This module provides a foundation in financial management for cannabis businesses by covering essential accounting principles, financial reporting, and internal controls. Participants will learn how to organize financial records, understand key financial statements, apply GAAP standards, differentiate between cash and accrual accounting, implement effective accounting procedures, and confidently interpret Profit & Loss statements to support informed business decisions.
Business Application Question: What financial systems do you currently have in place, and how do you know they are accurate, complete, and usable for decision-making?
Lesson 1.1 Chart of Accounts
Lesson 1.2 Financial statements- P&L and Balance Sheet Basics
Lesson 1.3 GAAP compliance
Lesson 1.4 Accrual vs cash accounting
Lesson 1.5 Accounting SOPs Internal Controls Activity
Lesson 1.6 Financial Documents 101 PL Guide
- Modules 2: Financial foundations 102
Strong businesses don’t rely on guesswork they rely on data. Understanding your financial information is essential for measuring performance, identifying opportunities, and making informed decisions that support long-term success.
In this module, you’ll explore the key financial tools and reports used to evaluate your business’s financial health. You’ll learn how to interpret financial data, track meaningful performance metrics, identify trends, and use those insights to make strategic decisions with confidence. By the end of this module, you’ll be equipped to transform financial information into practical actions that drive sustainable growth.
Business Application Question: How do you use financial tools and data to understand performance and make informed financial decisions?
Lesson 2.1 Financial Foundations
Lesson 2.3: Financial KPI dashboards
Lesson 2.4: Break-even analysis and margin strategy
Lesson 2.2 Cannabis-specific IRS tax considerations
Lesson 2.5 Income Projections based on today’s reality
- Modules 3: market & growth strategy
Understanding your market is essential to building a sustainable and competitive business. This section explores how your business will generate revenue, reach and retain customers, differentiate itself from competitors, and grow intentionally over time.
Business Application Question:
How will your business generate revenue and grow intentionally in a competitive market?
Lesson 3.1 Marketing to drive sales at outlet
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