Services
Kevin Koharki helps teams articulate the financial impact of their work, communicate decisions with clarity to stakeholders, and allocate resources with confidence.
His VALUE Framework provides a practical roadmap for building a shared financial language across the organization, enabling smarter, faster, and more aligned decisions that drive meaningful impact.
While Kevin also works with organizations as a strategic advisor, supporting leaders as they navigate complex financial and operational decisions, the core of his impact is delivered through highly practical workshops. His keynote engagements introduce the mindset shift; his workshops make it operational.
In these sessions, Kevin works directly with leaders and teams to translate strategy into measurable financial outcomes, strengthen decision-making at every level, and embed a common language of value that aligns day-to-day actions with enterprise priorities, creating a repeatable capability that endures long after the session ends.
Beyond the team-wide programs, Kevin offers targeted coaching and intensive sessions for CHROs, CEOs and Boards to ensure financial fluency at the highest levels of leadership.
VALUE Framework
Α practical roadmap that builds a shared financial language across the organization and enables smarter, faster, and more aligned decisions that drive impact.
Visibility
Translate everyday work into measurable drivers of value.
Maximizing Organizational Trust and Firm Value Through Financial Acumen
Trust inside organizations doesn’t scale through intent. It scales through shared understanding. This workshop helps teams make their work visible in financial terms, so decisions are understood, not second-guessed. By translating daily actions into P&L, cash flow, and value drivers, teams communicate more clearly, align faster, and build trust through transparency. Just as a quarterback must understand the entire playbook to lead the game, organizations grow when everyone understands how their role connects to value creation.
Alignment
Connect team-level decisions to the company’s strategic and financial priorities.
Unlocking Ownership Thinking
Psychological safety alone doesn’t create accountability; clarity does. This workshop equips teams with the financial tools and context needed to think like owners, not task executors. Participants learn how their decisions affect enterprise outcomes, enabling stronger alignment between individual choices, team actions, and organizational priorities. The result is proactive decision-making grounded in responsibility, not permission.
Language
Build a shared financial vocabulary across the organization.
Financial Vocabulary Is the New Leadership Language
We keep saying that ideas move organizations, but without a shared language even the most brilliant idea risks fading away. This workshop helps leaders and teams develop the financial vocabulary required to explain, justify, and advocate for decisions with credibility. When employees can speak the language of value, their ideas travel further, influence increases, and collaboration across functions accelerates.
Understanding
Develop practical financial judgment and decision clarity.
CFO Thinking for HR: How HR Leaders Use Financial Insight to Shape Strategy
To influence strategy, HR leaders must understand how the business actually creates value. This workshop helps HR and HRBPs build financial judgment so they can connect people decisions to performance outcomes. Participants learn to evaluate trade-offs, anticipate risks, and engage credibly with senior leadership on strategic decisions.
Execution
Turn financial mindset into measurable action.
Succeeding in the Boardroom: The Financial Mindset Behind High-Stakes Decisions
In the boardroom, risk isn’t avoided. It’s identified, measured, and managed. This workshop focuses on execution under pressure, helping leaders spot risks earlier, see around corners, and evaluate trade-offs with confidence. Participants strengthen their ability to frame decisions financially, assess downside exposure, and act decisively when the stakes are highest.
Specialized Services
CHRO Effectiveness & Readiness
For years, HR leaders fought for a seat at the table.
Now that they have it, the challenge has shifted: how do you maximize your value once you’re there?
The most impactful HR leaders are business leaders first, with deep expertise in human capital. Through personalized one-on-one coaching and specialized workshops, Kevin helps CHROs bridge the gap between people strategy and financial performance by developing a Capital Allocation Mindset. When HR leaders understand exactly how the business makes money, they become indispensable partners who help the CEO win.
How Kevin helps CHROs:
- One-on-One Financial Mentorship: Kevin provides private, high-impact coaching to eliminate knowledge gaps between the CHRO, CEO, and CFO, ensuring everyone speaks a common language of performance and value.
- Mastering the Board Book: Private sessions to dissect board materials, helping CHROs identify the right questions to ask and preparing them for probing questions from directors.
- Maximizing their Proposal’s Value: Coaching or workshops focused on mastering concepts like ROIC, cost of capital, and the distinction between profit and cash flow to better advocate for HR initiatives.
- Strategic Resource Allocation: CHROs learn to treat talent and overhead as strategic investments, ensuring resources are allocated to the areas that drive the most significant growth.
Specialized Services
Board & CEO Readiness
In the boardroom, the ability to see around corners is the ultimate mark of an effective executive. Board members expect leaders who can move fluidly between complex strategy and the fundamental financial drivers that remain constant even in a volatile world.
Preparation is vital to ensuring any potential failures in these high-stakes meetings are eliminated. Kevin conducts focused workshops and executive sessions to ensure leaders are grounded in business fundamentals, providing the clarity needed to communicate with shareholders and stakeholders with total confidence.
How Kevin supports Boards & CEOs:
- Executive Briefings: High-impact sessions designed to align the leadership team on market expectations and the financial truth of the business before major pivots or announcements.
- Executive Fluency: Workshops designed to ensure the executive team is seen as financially competent peers to the CEO and CFO during critical governance meetings.
- Capital Allocation Coaching: Training leaders to develop a Capital Allocation Mindset, helping them maximize the CEO’s primary responsibility of deploying resources for the highest possible return.
- Tailored Strategic Frameworks: Developing personalized frameworks through collaborative sessions to address an organization’s unique challenges and market position.
- VUCA Stability & Fundamentals: Sessions that keep leadership grounded in unchanging business fundamentals and ensuring focus remains on what really matters during periods of volatility and ambiguity.
- Stakeholder Communication Alignment: Helping the CEO and Board refine how they translate complex internal strategy into a clear narrative of measurable financial outcomes for shareholders and employees.
Testimonials
Dr. Koharki was the highest rated presenter in the training program for our executives. He made the three-hour session on financial acumen interesting and relevant for our line of business so much so that they wanted him to present more!
Vickie Tassan, former banking executive at a top five US bank.
From a CEO perspective, financial acumen is not a ‘nice to have’ – it is foundational to effective decision-making. Kevin equips employees across all functions with the ability to understand and communicate in the language of business. The result is more productive dialogue with leadership, stronger alignment to capital allocation priorities, and faster, higher-quality decisions. Beyond the financial benefits, this shared understanding strengthens organizational trust, purpose, and performance.
Tiffany Olson, Former CEO, Roche Diagnostics Corporation
Kevin has a deep understanding of financial analysis that he explains in plain English. Those unfamiliar with basic accounting and finance will welcome his straight-forward instruction and more knowledgeable people will learn something too. He has a unique, valuable offering.
Jonathan Foster, Managing Partner, Current Capital
Kevin has the rare ability to make financial thinking accessible to operational and commercial senior leaders who don’t come from a finance background. He helps teams understand how everyday choices affect cash flow, ROI, and where capital and resources are best deployed. As a Vice President of Finance of a 6 Bn USD business, this approach shows up directly in smarter allocation decisions and stronger returns.
Ryan Hoefling, CFO
Kevin Koharki has a rare gift for turning financial complexity into clarity — and clarity into action. Through CAE Consulting, he has helped Fortune 100 executives, world-class organizations, and family offices build the financial acumen to make smarter decisions, allocate capital with purpose, and foster a culture where employees think and act like true owners. Kevin doesn’t just educate — he changes how enterprises perform.Kimberly Valentine-Poska, Independent Board Director | Qualified Financial Expert | Qualified Risk Director®
