Ledgers & Leaders:
Creating Value & Vision
A Workshop Series: Balancing financial strategy with visionary leadership
Because numbers alone don’t grow a business — leaders do.
Running a business is more than tracking profit and loss.
It’s about navigating uncertainty, making confident decisions, and leading with clarity.
That’s why we created Ledgers & Leaders — a unique workshop series that gives you a two-sided advantage:
Financial literacy from Bruce Edgelow.
Bruce has 45 years of banking experience with a focus on lending to the oil and gas industry coupled with 8 years experience leading a private advisory practise.
Bruce is the Founder of EdgeMark Capital and Advisory Services Inc. EdgeMark specializes in advising entities (mostly private) related to their capital needs and sourcing either debt or equity on a fee for service basis.
Visionary leadership from Kim Westlund.
Kim is a dynamic speaker, Vision Coach, and host of the "The Vision B-Side" podcast. With a deep passion for empowering people to turn their vision into action, Kim is helping leaders across the globe elevate their potential and impact.
With over 30 years of senior leadership experience across corporate and non-profit sectors, Kim brings a wealth of wisdom and insight to her keynotes, workshops, and presentations, guiding individuals, teams, and organizations to realize their unique calling and put it to work.
Want to level up?
This is your unique opportunity to gain the skills you need in your finances and leadership that will set you apart from the rest. Join us!
The Series at a Glance
WORKSHOP ONE
The Balance Sheet of Business & Leadership
Learn how to read a balance sheet, understand profit and loss, and discover how “assets and liabilities” also show up in your role as a leader.
Takeaway: Two balance sheets — one for your finances and one for your leadership.
WORKSHOP TWO
Raising Equity, Building Trust
Explore what it takes to prepare your business for equity investment while also uncovering the “trust equity” that makes people want to follow your leadership.
Takeaway: A roadmap for both financial readiness and relational trust.
WORKSHOP THREE
Cash Flow & Confidence Flow
Gain practical tools for forecasting and managing cash flow while also learning how to maintain the confidence reserves needed to lead in tough seasons.
Takeaway: A cash flow tracker + a confidence flow tool.
WORKSHOP FOUR
Economic Uncertainty, AI & Visionary Stability
Equip yourself with strategies for financial resilience in uncertain times, and the leadership mindset to stay steady when conditions shift.
Takeaway: A personalized playbook for navigating uncertainty.
WORKSHOP FIVE
Debt & Leadership Burdens
Learn how to evaluate and manage financial debt while also releasing the leadership “debts” — overcommitments or indecision — that hold you back.
Takeaway: A dual plan for financial debt and leadership burdens.
WORKSHOP SIX
Scaling Up: Beyond Numbers, Beyond Self
Discover what your business needs to scale financially and what you need to scale personally as a visionary leader.
Takeaway: A growth blueprint for both company and leader.
Why Join Ledgers & Leaders?
✔️ Practical financial tools you can use immediately
✔️ Leadership frameworks to increase clarity and capacity
✔️ Hands-on exercises that make the concepts stick
✔️ A fresh perspective: two experts, one holistic approach
Who is this for?
Entrepreneurs
Small Business Owners
Leaders ready to scale
Anyone who wants to strengthen both their ledgers and their leadership.
Reserve your spot today!
Ledgers & Leaders is a six-session workshop series designed to strengthen both sides of your business: the financial foundations and the leadership vision that drives growth:
Across 6 interactive online sessions you'll learn how to:
Master the Balance Sheet of Business & Leadership
Raise Equity & Build Trust
Manage Cash Flow & Confidence Flow
Navigate Economic Uncertainty with Visionary Stability
Tackle Debt & Release Leadership Burdens
Scale Up Beyond Numbers & Beyond Self
Six workshops…
One transformative experience.
Giving you a practical playbook to grow your ledgers and your leadership together.
Each session is from 11:00am to 1:00pm MST on the following dates:
Thursday, October 23, November 6, 20, December 4, January 8, 22
*Please note all sessions will be recorded
Limited spots available.
Questions? Reach out to info@kimwestlund.ca for more information.