Trending now · #1Strategic Management

Defending the Portfolio Cut

He runs a profitable division. The BCG matrix says harvest it. He disagrees.

with Mehul · Head of Industrial Packaging Division, Arjun Industries · Intermediate

The simulation floor

Practice the conversations that actually matter.

Step into a live, five-minute conversation with a lifelike AI avatar. Face an upset colleague, a skeptical CFO, or a division head fighting for his numbers. Walk in with a real case file and walk out with a score you can audit, line by line.

72

Scenarios

11

Subjects

5

Competencies scored

5:00

Minutes per session

Subject library11 subjects
View all scenarios
All scenarios
Core Soft Skills7 scenarios
Foundational

Welcoming a Nervous New Hire

Emma · New team member on her first day

You'll practice: Warmth, putting someone at ease, and making a person feel they belong. A gentle first rep.

It's her first day — and she's anxious.

Start briefing
Intermediate

The Upset Colleague

Priya · Senior Analyst on your team

You'll practice: De-escalating hurt feelings, acknowledging without over-promising, and rebuilding trust.

A teammate feels passed over — and hurt.

Start briefing
Advanced

Mediating a Team Conflict

Nadia · Developer on your team, in conflict with a peer

You'll practice: Staying neutral, hearing a grievance without taking sides, and driving toward a fair resolution.

She wants you to take her side against a peer.

Start briefing
Advanced

Pushing Back to Your Boss

Martin · Your director — pushing an unrealistic deadline

You'll practice: Managing up: disagreeing with authority respectfully, holding your ground, and offering alternatives.

The power is reversed — he's your boss.

Start briefing
Advanced

Delivering Hard Feedback

Marcus · Well-liked mid-level Designer who reports to you

You'll practice: Giving honest, specific critical feedback with care — without crushing morale or going soft.

Someone likeable whose work is slipping.

Start briefing
Advanced

The Frustrated Client

Elena · Client stakeholder, ready to escalate

You'll practice: Owning a mistake, absorbing frustration without getting defensive, and rebuilding client confidence.

A missed deadline. She's had enough.

Start briefing
Intermediate

Salary Conversation Pushback

David · Top performer, unhappy with his raise

You'll practice: Holding a firm but empathetic line on constraints while keeping a valued person engaged.

Your best engineer expected more.

Start briefing
Business Communication5 scenarios
Foundational

The Email That Went Too Far

Kabir · Associate Analyst, Client Operations — 11 months in

You'll practice: Coaching someone on written business communication — separating a valid escalation from a damaging one, using the 7 Cs as a shared vocabulary rather than a scolding.

He was right about the problem. He was wrong about the email.

Start briefing
Intermediate

The 11am Call

Meghna · CFO, UrbanVault Retail — your client

You'll practice: Delivering a textbook holding statement under live pressure — acknowledging the error without speculating on cause, containing the narrative, and committing to a verified correction timeline rather than guessing under pressure.

Your data error just walked into their board meeting. She's calling now.

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Intermediate

Lost in Translation

Klaus · Director of Partnerships, Precision Systems GmbH — your German partner

You'll practice: Navigating a cross-cultural communication breakdown — distinguishing directness style from hostility, naming the cultural misread precisely without using it as a shield, and addressing the substantive specification gap that the style mismatch obscured.

He wasn't being rude. Your team just didn't know how to read him.

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Advanced

28 Lakhs, No Story

Vandana · VP Operations, Pinnacle Group — the budget holder

You'll practice: Building and delivering a structured internal pitch using Monroe's Motivated Sequence — moving from attention through need, satisfaction, visualisation, and action — while pre-empting known objections with hard rupee evidence and rhetorical appeals.

She rejected the last two proposals. You have ten minutes.

Start briefing
Intermediate

The Meeting He Runs Without Owning

Rohan · Senior Product Analyst — 6 years in, the smartest voice in the room and the loudest

You'll practice: Giving specific, behavior-focused feedback to a high performer whose meeting style is silencing the team — staying assertive without turning it into an attack, and landing a win-win working agreement.

He has the best ideas in the room. That's the problem.

Start briefing
Human Resource Management4 scenarios
Foundational

Not Another Training Programme

Vikram · VP Operations — 15 years at Paragon Logistics

You'll practice: Presenting a Training Needs Analysis to a resistant department head — defending the methodology, connecting competency gaps to business costs, and landing manager commitment through a Kirkpatrick measurement plan.

He thinks training is a waste of three days. Prove him wrong.

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Intermediate

The Promotion Grievance

Rohit · Senior Data Analyst — 5 years at Fortis Retail Solutions

You'll practice: Conducting a formal Step 2 grievance hearing — applying natural justice, explaining each procedural stage, addressing criteria transparency, and managing legitimate expectations without overcommitting.

He filed it in writing. Now he wants answers the right way.

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Advanced

Defending the Calibrated Rating

Meera · Senior Software Engineer — 4.5 years at Meridian Infosystems

You'll practice: Defending a calibrated performance rating with evidence, explaining forced-distribution policy, and holding space for a genuine grievance without reversing a committee decision on the spot.

She earned it. The committee disagreed. Now she wants answers.

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Advanced

The Stay Interview

Ananya · Senior Data Scientist — 2.5 years at Vertex Analytics

You'll practice: Conducting a stay interview with a high-performing employee holding a competing offer — surfacing push and pull factors, presenting a credible total-rewards picture, and landing a concrete retention plan without promises HR cannot keep.

She has an offer. She hasn't resigned. You have 10 days.

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Strategic Management4 scenarios
Foundational

The Differentiation Argument

Sunita · Chief Financial Officer, Veritas Foods

You'll practice: Defending a differentiation strategy against a cost-leadership push — explaining why competing on price when rivals have a structural cost advantage destroys margin without recovering volume, and using value chain analysis to identify what genuine differentiation looks like.

The CFO wants to slash prices. The consultant says that is the wrong war to fight.

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Intermediate

Defending the Portfolio Cut

Mehul · Head of Industrial Packaging Division, Arjun Industries

You'll practice: Defending a portfolio divestment recommendation using BCG logic — explaining the growth-share framework, the capital allocation rationale, and the difference between harvest and closure, without dismissing a division head's genuine operational record.

He runs a profitable division. The BCG matrix says harvest it. He disagrees.

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Advanced

Defending the Market Entry

Nandita · Chief Operating Officer, Prism Consumer Goods

You'll practice: Defending a market entry recommendation under sharp cross-examination — naming each Porter force, citing data, and separating genuine competitive insight from optimistic narrative.

The COO wants five-forces evidence before approving ₹120 crore.

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Advanced

The Acquisition Nobody Should Approve

Prakash · Chief Executive Officer, Radiant Retail

You'll practice: Challenging an M&A proposal using the Resource-Based View and VRIN framework — arguing that the target's resources do not complement the firm's core competence, that the synergy arithmetic is overstated, and proposing a cheaper alternative that achieves the CEO's delivery-speed goal.

The CEO wants to buy a logistics company. You are the strategy head who has to say no.

Start briefing
Business Economics4 scenarios
Foundational

Three New Stores, This Quarter

Kavita · COO, Vantage Retail

You'll practice: Using macroeconomic data to recommend a phased expansion strategy — explaining in plain language how rising interest rates increase the cost of capital, how inflation above revenue growth means real sales are declining, and why opening stores now means ramping up during the worst phase of the cycle.

She has momentum, two great leases, and a rising rate environment she hasn't looked at once.

Start briefing
Intermediate

The Price Rise That Scares the Founder

Sameer · Founder & CEO, Zeno Organics

You'll practice: Using price elasticity data to defend a price increase to a skeptical founder — computing PED from historical sales data, explaining inelastic demand in plain language, and showing why passing through a cost shock is less damaging than protecting the sticker price.

COGS up 18%. He built the brand. He won't touch the price.

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Advanced

When Does This Business Actually Make Money?

Nisha · Angel Investor, considering Series A in FreshBox

You'll practice: Defending a subscription business's unit economics to a sharp investor — computing break-even subscriber count from fixed costs and contribution margin, explaining why operating profit and cash flow diverge, and making the LTV-to-CAC case under direct challenge.

She has backed three D2C companies that went under. She wants the arithmetic, not the story.

Start briefing
Advanced

Drop the Price and Bury Them

Venu · VP Sales, Helix Cables Ltd

You'll practice: Using oligopoly theory to argue against a reactive price war — explaining the kinked demand curve, the prisoner's dilemma logic, and the contribution margin collapse from a 15% price cut, while proposing concrete non-price alternatives that actually defend volume.

A competitor cut prices 15%. He wants to match them. The numbers say that would be a catastrophe.

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Operations Research4 scenarios
Foundational

The Sure Bet

Rashmi · VP Manufacturing, Aura Textiles — Surat Plant

You'll practice: Defending a decision-tree EMV recommendation against a maximax gut-feel argument — explaining why probability-weighted outcomes matter, running sensitivity analysis on the breakeven probability, and holding the position when the upside of the inferior option is genuinely large.

She wants the big expansion because the upside is Rs 190 crore. The decision tree says the targeted option has higher EMV. She wants to know why.

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Intermediate

The Vendor's Sweet Deal

Manoj · Head of Procurement, Arjun Auto Components — Nashik Plant

You'll practice: Defending an EOQ-based inventory recommendation against a quantity-discount offer — showing why holding costs can erode discount savings, how to compare total annual costs across tiers, and why the 4% tier order is the actual optimum.

He negotiated a 7% bulk discount and he's proud of it. The EOQ says it will cost more than ordering less at 4%.

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Advanced

Defending the Optimal Mix

Deepa · Plant Manager, Zenith Polymers — Pune Unit

You'll practice: Defending an LP-optimal production mix using shadow prices — explaining why machine-hours per unit matter more than unit margin alone, and what the shadow price tells you about where to invest next.

She runs the plant. Her premium product has the higher margin. The LP says produce less of it. She wants to know why.

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Advanced

Crash the Right Activity

Dinesh · Project Director, Saras Projects — Chennai Commercial Division

You'll practice: Defending a CPM crashing recommendation — explaining total float, showing why the longest single activity is not necessarily critical, and guiding a project director to the cheapest path to hitting the target date.

He wants to crash the longest activity. It has five weeks of float. Crashing it does nothing.

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Business Research Methods4 scenarios
Intermediate

Questions That Bake in the Answer

Ankit · National Sales Head, Meridian Finance

You'll practice: Pushing back on a flawed questionnaire before field deployment — diagnosing leading questions, acquiescence bias, and social desirability pressure by name, without dismissing the Sales Head's effort or his commercial goal.

He spent three weeks on this survey. Every question is broken. It goes to 50,000 customers Friday.

Start briefing
Intermediate

What the Dashboard Cannot See

Rajesh · CFO, Nestara Consumer Foods

You'll practice: Defending qualitative research spend to a CFO who believes dashboards and surveys replace it — explaining what qualitative methods yield that quantitative data cannot, using the specific ethnographic insight that drove a measurable revenue outcome.

He has three years of transaction data. He wants to cut your ₹28 lakh ethnography budget.

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Advanced

The Survey That Sold a Lie

Shreya · CEO, Bharatiya Consumer Goods Ltd

You'll practice: Stopping a CEO from making a high-stakes product launch decision based on a fundamentally biased sample — explaining sampling theory, non-response bias, and representativeness without dismissing her enthusiasm.

She has a 72 NPS and a ₹45 crore launch plan. The sample is 1.7% of your customers.

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Advanced

The Number That Lied at p = 0.048

Ishita · Product Manager, PaySmart Technologies

You'll practice: Explaining p-hacking, multiple comparisons, and underpowered tests to a product manager about to ship a feature based on a false positive A/B result — using the test numbers directly, without becoming dismissive of the work done.

p=0.048. She calls it significant. You call it twelve tests stopped early on the lucky one.

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Marketing Management4 scenarios
Foundational

The Cannibalization Question

Vikram Bose · VP Product and Innovation, NovaSpark Electronics

You'll practice: Defending a new mid-tier product launch against cannibalization fears — using segment data and portfolio analysis to show that a flanker brand grows the category rather than eroding the flagship.

He built the premium product. Now you want to launch a cheaper one.

Start briefing
Intermediate

Defend the Price Hike

Rajan Mehta · Regional Head — Brightpoint Retail, Pune (6-year partner)

You'll practice: Using elasticity data and competitor benchmarking to defend a price revision with a key channel partner without losing the relationship.

Your 12% price hike landed in his inbox at 9 am. He is not happy.

Start briefing
Intermediate

Justify the Campaign Spend

Priya Venkataraman · CFO, Lumion Skincare

You'll practice: Defending a marketing campaign budget to a skeptical CFO using funnel metrics, CAC versus CLV analysis, and ROAS data — connecting marketing investment to measurable business outcomes.

She controls the budget. She wants to see a number, not a vision.

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Advanced

The Distributor Who Found Out Online

Suresh Nair · MD, Vertex Distributors — Hyderabad (7-year exclusive partner)

You'll practice: Managing a channel conflict with a long-term exclusive distributor who feels blindsided by a DTC launch — using distribution strategy to protect the relationship without abandoning the channel strategy.

Your DTC site undercuts him by INR 700. He found out from a retailer.

Start briefing
Audit12 scenarios
Foundational

The Stonewalling Controller

Frank DeLuca · Assistant Controller, Corvex Building Products

You'll practice: Securing dated written commitments on overdue PBC items and walking a resistant controller through the basis for an inventory obsolescence adjustment, without threatening escalation and without conceding scope.

He has outlasted four seniors. He plans to outlast you too.

Start briefing
Foundational

Just SALY It

Dan Kessler · Engagement Manager

You'll practice: Refusing to hollow out risk-based procedures under budget pressure from your own manager, while bringing workable alternatives and keeping the relationship intact.

The budget is gone. He wants to roll it forward. The risk is real.

Start briefing
Foundational

Feedback That Lands

Tyler Brandt · First-year staff, Meridian Group engagement

You'll practice: Delivering specific, behavior-focused developmental feedback to a resistant first-year staff, acknowledging genuine strengths without softening the core message, setting a concrete improvement plan with a checkpoint, and keeping him engaged when quitting would cost the engagement.

His workpapers came back three times. He thinks that's your fault.

Start briefing
Foundational

The Immaterial Request

Melissa Chow · Accounting Manager, Bluepeak Logistics

You'll practice: Holding a request for underlying support on three suspicious journal entries without conceding scope, explaining why the pattern matters regardless of the dollar amount without leveling an accusation, and protecting a valuable client relationship while stating clearly that escalation will follow per protocol.

She is your best client contact. She is asking for one small thing.

Start briefing
Intermediate

Passed Over

Rohan Mehta · Audit Senior, two hardest engagements in the portfolio

You'll practice: Delivering a promotion decision immediately and honestly, giving specific behavioral reasons without piling on, owning your part in softening prior feedback, laying out a credible six-month path, and retaining a technically indispensable person through busy season without begging or bribing.

The best technical reviewer you have. Not on the list. He heard a rumor.

Start briefing
Intermediate

Softening the Finding

Gordon Hale · Engagement Partner

You'll practice: Presenting an evidence-based classification conclusion to a senior colleague under real pressure, declining to reclassify without substantive justification, proposing the firm's quality consultation route as the resolution mechanism, and leaving with a concrete next step without capitulating or threatening the partnership.

The partner wants to call it a significant deficiency. You drafted a material weakness.

Start briefing
Intermediate

The Bill Nobody Likes

Diane Foster · Chief Financial Officer, Marden Foods

You'll practice: Walking a fee overrun bridge line by line without defensiveness, conceding the firm's share explicitly and pricing the concession to the math rather than to the client's anger, and landing a settlement structure that converts a nine-year relationship from a payment dispute into a forward-looking billing partnership.

Four hundred and eighty-seven thousand dollars. She quoted you three seventy-five.

Start briefing
Intermediate

The Job Offer

Marcus Webb · Chief Financial Officer, Halcyon Devices

You'll practice: Recognizing a self-interest threat to audit independence and declining a career approach from a client contact during active fieldwork, restating the open accounting issue in the same conversation, and committing to disclose the approach to the engagement partner, all while preserving the working relationship through graciousness and clarity.

He rates you. He is also mid-audit. Those two things cannot coexist right now.

Start briefing
Advanced

Walking Away

Richard Boland · Chief Executive Officer, Tanager Group

You'll practice: Delivering a firm resignation decision without negotiation, explaining the factual basis plainly, laying out successor auditor mechanics and required communications, refusing every form of bargain, and protecting your team explicitly from blame or retaliation during the transition.

Twelve years. Two overrides. One misrepresentation. The math is simple.

Start briefing
Advanced

The Audit Committee Turns

Susan Hartwell · Audit Committee Chair, Veristone Inc.

You'll practice: Briefing an audit committee chair on a confirmed fraud finding, keeping established fact, preliminary indication, and unknown rigorously separate, answering the accountability question about prior-year procedures without legal admission or excuse, and laying out the next 72 hours with enough precision that a former auditor finds no gap to drive through.

Channel stuffing, a prior-year gap, and a chair who chaired audits for twenty years.

Start briefing
Advanced

The Third No

David Okafor · Director, Audit Practice

You'll practice: Delivering a final partnership denial with the true reason stated plainly in the first minute, presenting real options with real numbers, answering a structural fairness question without defensiveness or empty reassurance, and landing a specific next step rather than a vague timeline.

Three cycles. The best quality scores in the office. And the math never worked.

Start briefing
Advanced

Restatement

Neil Prasad · Chief Executive Officer, Arcwell Health

You'll practice: Delivering a prior-period restatement finding with the numbers up front, keeping firm-role language precise without negligence admission or stonewalling, refusing every containment ask with a specific reason, and laying out a ten-day sequence the CEO can actually act on.

A $4.2 million error your firm missed. His controller found it. The bank is next.

Start briefing
Tax12 scenarios
Foundational

My Last Guy Let Me

Vince Caruso · Owner, Caruso Mechanical

You'll practice: Refusing an unsupported deduction in plain English, explaining substance and documentation to a smart contractor without tax-court jargon, and keeping a valuable client while holding a professional line.

Tony always found a way. You are not Tony.

Start briefing
Foundational

Our Own Mistake

Karen Doyle · Tax Manager, your direct supervisor

You'll practice: Holding a professional and ethical position with a direct supervisor who has authority over your career, refusing to stay silent about a client error, and offering to co-own the fix rather than the cover-up.

She reviewed it. She signed it. She wants it buried.

Start briefing
Foundational

The Balance-Due Shock

Ananya Rao · Product Lead, technology company

You'll practice: Managing an angry client who received a large unexpected balance due, explaining the RSU withholding gap without jargon, being honest about the firm's role in not flagging it sooner, and turning the call into a forward-looking plan.

She expected a refund. She got an $84,000 bill. Your job starts now.

Start briefing
Foundational

Cash Under the Table

Sal Marino · Owner, Marino's Trattoria

You'll practice: Refusing to sign a return with known omitted income, explaining the difference between an aggressive position and a false one without delivering a sermon, and holding your footing as charm turns to hurt turns to anger.

He is smiling. The data does not smile back.

Start briefing
Intermediate

The Preparer Who Won't Change

Bill Hartman · Senior Preparer, 20 years at the firm

You'll practice: Holding a performance conversation with a high-value senior who is bypassing a mandatory workflow, naming the specific log evidence calmly, identifying the real blocker beneath the refusal, and setting a non-negotiable expectation while offering support that preserves his standing.

He has been here twenty years. The errors are new. The resistance is not.

Start briefing
Intermediate

Amend or We Can't Sign

Jenna Cole · Founder, Loft & Ember: e-commerce home goods brand, 30 warehouse staff, six years in business

You'll practice: Explaining a worker-classification exposure to a skeptical founder who believes the finding is a billing tactic, presenting the voluntary reclassification path with comparative numbers, holding firm on the conditions to sign, and handling the predecessor-firm comparison without disparagement.

Four signed returns, zero flags. Now you have to explain why the fifth one cannot go out the door.

Start briefing
Intermediate

The Fee Reset

Robert Feld · Retired executive, individual client since 2009

You'll practice: Making a specific, evidence-based case for a fee increase to a beloved long-term client, holding the number under social pressure, and reaching a clear decision within the firm's stated authority.

Fifteen years of loyalty. Eight hundred fifty dollars of math.

Start briefing
Intermediate

We Missed It

Dana Whitfield · Managing member, Whitfield Crane and Rigging LLC

You'll practice: Delivering a complete, specific apology for a firm error that affected twelve partners, presenting a remediation plan, and declining the demands you cannot meet (written negligence admission, free engagement year) without retracting the accountability you have already given.

The IRS told her before you did. There is no version where that is fine.

Start briefing
Advanced

Firing a Client

Grant Sellers · Serial entrepreneur, $180K in annual fees across his entities

You'll practice: Delivering a firm disengagement decision to a high-revenue client who negotiates everything, defining the transition precisely, refusing the counteroffers, and absorbing the parting shots without returning fire.

One hundred eighty thousand dollars. Not enough.

Start briefing
Advanced

The Malpractice Threat

Alan Reyes · Chief Financial Officer, Meridian Foundry Holdings

You'll practice: Acknowledging a serious professional outcome and what it means to the client, establishing a shared factual record, presenting an administrative relief path with real names and timelines, and keeping the client at the table without making promises that compromise coverage.

One point nine million. His team found it. Your memo missed it.

Start briefing
Advanced

Time to Hand It Over

Walter Voss · Founding partner, controls 31% of firm revenue

You'll practice: Getting a founding partner to commit to a dated succession plan by honoring what he built specifically, holding the line when the Hendricks waiver and the walk-across-the-street threat arrive, and leaving him the framing of the announcement.

A third of the firm is in one person's Rolodex. That person turns seventy next year.

Start briefing
Advanced

A Partner Problem

Craig Munson · Tax partner, top rainmaker, peer to the learner

You'll practice: Surfacing two serious compliance issues to a peer who has no obligation to listen, holding the self-report ask with a deadline, refusing the peer bargains, and withstanding a counterattack without returning fire or backing down.

He is your best rainmaker. He also signed returns he should not have.

Start briefing
CFO Teams12 scenarios
Foundational

Challenging the Sales Forecast

Jack Brennan · SVP Sales, Corvara Industrial

You'll practice: Presenting pipeline risk to a defensive sales leader with evidence and not verdict, asking what the data cannot see, and landing a risk-tiered resolution the CFO can stand behind.

His $12.8M commit goes to the board Friday. Your hygiene report says $5.2M of it is stalled.

Start briefing
Foundational

Close Without Authority

Rita Delgado · VP Operations, Ridgeline Components

You'll practice: Diagnosing the real operational blockers behind a chronic late-submission pattern, trading something concrete to earn a workable commitment, and establishing a shared escalation protocol without making it sound like a threat.

She has missed the close cutoff five times in six months. You have twenty minutes and no authority over her.

Start briefing
Foundational

The Error in the Board Deck

Sandra Kim · Chief Financial Officer, Trellow Systems

You'll practice: Disclosing a material model error to a CFO with no wind-up, quantifying precisely what is wrong and what is not, and walking in with the fix and the control remedy rather than just the fire.

You found your own error in the board deck. The board meets Thursday. It is Tuesday at 4 PM.

Start briefing
Foundational

Just Hold the Accrual

Paul Rooney · General Manager, Industrial Division, Damar Industrial Group

You'll practice: Refusing a material accounting manipulation clearly and early while keeping the relationship intact, explaining the accounting without lecturing, and naming the escalation path as standard protocol before the charm turns to pressure.

The quarter closes tomorrow. He wants $640K of earned rebates pushed to next period. He is smiling.

Start briefing
Intermediate

The 20% Cut

Chloe Barrett · VP Marketing, Cobalt Grove Software

You'll practice: Delivering a final budget decision to a resistant VP, absorbing the CEO card without flinching or escalating, and moving the conversation from relitigating the envelope to genuinely co-designing what fits inside it.

The exec committee approved a $2.1M marketing cut. The decision is made. She does not know that yet.

Start briefing
Intermediate

Revenue the CFO Wants

Victor Lang · Chief Financial Officer, Keller Dynamics

You'll practice: Holding an accounting position under CFO pressure, refusing the booking and every softened variant, bringing the alternatives that actually exist, and naming the audit committee path as duty rather than threat.

Two systems shipped, $3.4M of revenue, and an acceptance clause that says it is not yours yet.

Start briefing
Intermediate

Deserved, Denied

Meera Nair · Senior Analyst, Orion Foods: your direct report, committee-approved and promotion-frozen

You'll practice: Delivering a denied promotion with full accountability, owning prior words without hedging, laying out what you actually control with concrete commitments, and answering the recruiter question honestly even when honesty costs you.

She earned it. The freeze took it. Now she is asking you to be straight with her.

Start briefing
Intermediate

Side Letters

Derek Boone · VP Sales Operations, Tessek Robotics: the person who knows where the letters are and wants to keep them quiet

You'll practice: Conducting a fact-finding conversation with a resistant peer before the auditors arrive: establishing the population, stopping new issuance, securing his cooperation on a complete inventory, and holding the disclosure plan against quarter-protection pressure.

Three side letters. $4.9M of Q3 revenue. The auditors arrive in three weeks.

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Advanced

Walking Back Guidance

Ethan Brooks · Chief Executive Officer and founder, Parallax Systems: the person who wants you to find 8 points

You'll practice: Holding financial guidance through a founder-CEO's pressure, refusing each bridge by name with a single sentence of reasoning, bringing the credible-plan narrative, and landing the Friday pre-read content agreed line by line.

He wants 8 points. You have the math. The pre-read is due Friday.

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Advanced

Eliminating a Friend's Org

Laura Chen · Chief Customer Officer, Cobalt Grove Software: peer, friend of six years, and the person whose role you eliminated

You'll practice: Delivering a peer elimination conversation with full authorship acknowledged, holding the decision as final through anger and the merits fight, answering the did-you-fight-for-me question truthfully, and covering the practicals with care.

You designed the restructuring. You eliminated her role. You insisted on telling her yourself.

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Advanced

The Material Weakness, From the Other Chair

Margaret Ellison · Audit Committee Chair, Ardent Manufacturing: former public-company CFO, and the person who has heard every version of this speech

You'll practice: Briefing an audit committee chair on a material weakness with full accountability, opening with root cause and scope before she asks, answering the Q2 letter question completely, presenting red workstreams as red, and resisting optimistic dates under pressure.

She has sat in your chair. She has your Q2 letter. The only version that keeps her confidence is the true one.

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Advanced

The Covenant Call

Howard Fitch · Chief Credit Officer, Ashford National Bank: the lender who already has his opening ask drafted

You'll practice: Negotiating a covenant waiver and amendment with a lender who opened with the maximum ask: owning the breach without minimizing, presenting the recovery plan with evidence, trading reporting for economics, holding against the sponsor guarantee, and leaving with an agreed term-sheet outline.

4.18x against a 4.00x covenant. The certification is in three weeks. He already has his ask drafted.

Start briefing