Business Growth, Business Planning, Case Study, Financial Metrics, Financial Modeling, Key Performance Indicators, Own Your Numbers

Trillium Financial’s Numbers Coach Services Helps Education Company Stay on Track

The Company

Green Building Education Services (“GBES”) is a leading educational services firm that provides the number 1 LEED exam prep solution since 2007.  GBES has served over 150,000 satisfied customers with comprehensive solutions to help people advance their careers with the sustainability credentials.  Not only does GBES help its customers pass the LEED exam to get their credentials, but it also continues to support them with continuing education credits to keep their credentials active and relevant.  The U.S. Green Building Council developed the LEED program to transform the way buildings are designed and built to enable environmentally and socially responsible spaces.  GBES also provides Well AP certification exam prep and continuing education.  Well AP certification is designed by the International Well Building Institute with setting the standards for creating and certifying spaces that advance human health and well-being.


In 2020 the GBES team wanted to enhance their understanding for their financial results.  They wanted to find a platform that could communicate the company’s key performance indicators (“KPI”) and help educate its key team members on what drives its company’s financial results.  In addition, the GBES team wanted a “road map” that could guide them as they made financial decisions impacting their growth strategies.

Solution: Trillium Financials’ Numbers Coach Leadership and Numbers Navigator Services

Trillium Financials’ (“TFI”) Numbers Coach financial leadership services were an ideal fit for GBES.  TFI developed a financial scorecard to focus on the financial measurements that drive company profits and cash flow critical to sustained profitable growth.  The scorecard offers the GBES team “at a glance” view of results.  TFI developed a financial model from its proprietary software the Numbers NavigatorTM .  The software provides a road map for the GBES team to see where they are headed with profits and cash flow.  In addition, the software’s rolling financial forecast gives the GBES team with a tool to make critical decisions and see where they are headed financially.


TFI pulled together financial and non-financial data to complete a scorecard and financial model.  Each month TFI meets with the GBES team to methodically review results and provide the input and analysis from TFI’s Numbers NavigatorTM software.  From the monthly financial coaching meetings, the GBES team can take actions on activities that improve the company’s bottom line results.

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To learn more about Trillium Financials’ Numbers Coach financial leadership services, click here

“Mike has become an important part of our team.  His approach to educating us on our financial results gives our team the right tools to help us understand how to navigate our finances successfully and stay focused on our financial goals.”  

Dean D’Angelo, President

Get started with The Numbers Navigator for your business today.