Profit Margin Expansion | May 12 - 13, 2026

Profit Margin Expansion | 2 Day Workshop
Build a profit engine so disciplined your business grows even when the market doesn’t.

In an era of rising costs, intense competition, and complex customer demands, the organizations that win are the ones that master operational discipline, pricing power, and cash velocity. This workshop equips leaders with the systems, tools, and strategic levers to build a resilient, high-margin business without sacrificing growth or customer experience.

The Profit Margin Expansion Workshop is a deep, hands-on, business-level program that blends strategic pricing, portfolio optimization, operational excellence, and working-capital mastery. Participants learn to identify where profit is being quietly eroded, where cash becomes trapped in the operational cycle, and how to design an engine that continuously expands profitability.

Through a series of immersive modules, leaders gain clarity on:

• What truly drives margin—and what silently destroys it
• How to build pricing power, increase variable cost productivity, and elevate revenue quality
• How to differentiate portfolios and product mixes for value creation
• How to eliminate “Cash Traps” hiding inside operations
• How to accelerate cashflow and expand margins using a 30/60/90 Cash Unlock Plan

This workshop goes far beyond traditional finance training. It is a transformation of how leaders think about value, cost, complexity, and financial performance. Participants leave with a full diagnostic of their margin and cash health, a value-based pricing architecture, a prioritized set of margin levers, and a practical roadmap for improving both profit and liquidity within 90 days.

This is the workshop for business leaders who want:

• Higher margins without raising operating pressure
• Greater cash flow without cost-cutting fatigue
• Smarter pricing instead of reactive discounting
• A simplified portfolio that delivers more profit with less effort
• A future-state margin engine that becomes self-sustaining

By the end of the program, leaders will have:

• A Margin Expansion Playbook
• A Cash Flow Map and Cash Health Index Score
• A refined pricing model for one core offering
• A portfolio optimization plan for margin mix shifts
• A 30/60/90 Cash Unlock Plan
• A Future-State Cash Flow Optimization Plan

This is not theoretical. This is applied, enterprise-grade margin transformation - taught by experts who have led Fortune 50 companies successfully through the last 2 major recessions. Your leaders will walk out with actionable strategies ready to implement the very next day and transform your financial architecture so margins rise predictably, sustainably, and on target.

This workshop is designed for executives, leaders, and managers who are responsible for profitability, operational performance, and strategic growth. It is ideal for those who want to take a hands-on, practical approach to expanding margins and accelerating cash flow.

Specifically, it is for:

• C-Level Executives (CEO, COO, CFO) who oversee company-wide profit and cash performance
• General Managers & P&L Owners who are accountable for revenue, costs, and operational efficiency
• Product Leaders & Portfolio Managers responsible for pricing, product mix, and margin optimization
• Operations & Supply Chain Leaders seeking to reduce operational friction, improve throughput, and unlock cash
• Finance & Commercial Leaders who want to link financial strategy to actionable business decisions
• Business Unit Heads looking to create sustainable margin expansion and operational discipline

This workshop is for leaders who want practical strategies, diagnostic tools, and a 30/60/90-day action plan to immediately protect and expand margins while improving cash flow.

This is an immersive, hands-on executive workshop that goes far beyond theory. Over two intensive days, participants engage in interactive modules, real-world simulations, and diagnostic exercises designed to uncover hidden margin leaks, accelerate cash flow, and create actionable strategies.

Participants will:

• Diagnose margin erosion across pricing, product mix, operations, and cost structures
• Map cash traps in the operational cycle and quantify their impact
• Apply tools like the Cash Health Index and Cash Trap Map to their own business
• Design a Future-State Margin Engine that integrates pricing, operational efficiency, and cash velocity
• Build a 30/60/90-day action plan for immediate margin improvement and cash acceleration
• Collaborate with peers in scenario-based labs, portfolio optimization exercises, and real-world simulations

The workshop is highly experiential, blending:

• Strategic discussion and executive insights
• Hands-on diagnostic work and team exercises
• Live simulations of operational bottlenecks and pricing scenarios
• Collaborative problem-solving with peers from diverse industries

By the end, participants will leave with clarity, confidence, and a ready-to-implement margin and cash acceleration plan, along with the tools and frameworks to continuously monitor, optimize, and scale margin growth across the business.

Day One

• Margin and Cash Velocity
• Value Creation, Positioning, and Pricing Power
• Pricing Strategy, Price Modeling and Revenue Quality
• Lunch
• Fixed, Variable and Step Costs
• Human Side of Financial Decision Making
• Cash Traps, Silent Leaks, and Financial Health Index

Day Two

• Margin Expansion Levers
• Product and Portfolio Analysis
• Lunch
• Financial Modeling and Cash Flow Acceleration and Action Plan
• Communicating and Leading Margin Expansion Initiatives

This comprehensive executive workshop provides hands-on tools, frameworks, and actionable plans to unlock margins and accelerate cash flow:

• Two full days of interactive modules
• Margin Diagnostic Tools to uncover hidden margin erosion
• Cash Flow Map & Silent Cash Leaks Worksheets to identify where cash is stuck in operations
• Financial Health Index to benchmark your business liquidity
• 30/60/90 Cash Unlock Plan to execute quick wins and structural fixes
• Portfolio & Product Optimization analysis to identify margin heroes and eliminate margin vampires
• Cash Flow Flywheel Design to create a self-reinforcing cycle of profitability and liquidity
• Future-State Margin Expansion Playbook and governance framework
• Practical exercises, simulations, and role-play for real-world application and communicating the changes needed to optimize financial health of your business
• Templates, dashboards, and worksheets you can use post-workshop
• Peer collaboration and scenario-based problem solving

Participants walk away with clarity, confidence, and actionable plans to protect and expand margins while unlocking cash flow:

• Pinpoint hidden margin drains and identify top leverage points for improvement
• Accelerate cash flow by mapping and fixing operational and financial traps
• Redesign pricing and product strategies to improve revenue quality and profitability
• Optimize operational processes to reduce rework, waste, and cycle time
• Build a 30/60/90 execution plan with measurable impact on margin and cash
• Install a Cash Flow Flywheel to create a self-sustaining cycle of profit and liquidity
• Develop a Future-State Margin Engine with governance, dashboards, and decision rights
• Foster a culture of margin discipline across teams and functions
• Leave with tools, templates, and a playbook ready for immediate implementation

You are a leader who wants to take control of margins and cash flow and translate strategy into measurable results:

• You are responsible for P&L, revenue, or operational performance
• You want to increase margins without sacrificing customer experience or growth
• You are seeking practical, hands-on tools and templates to improve pricing, portfolio, and operations
• You want to identify and eliminate hidden margin drains in your business
• You are ready to turn operational improvements into real cash and accelerate reinvestment
• You want to create a repeatable system for sustainable margin growth and liquidity
• You are committed to leading teams with margin discipline and embedding it into culture
• You want to engineer the cash, costs, and pricing power that make your business unshakeable.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Carlton Leadership Institute