Currency doesn't have to be confusing. It doesn't have to keep you up at night.
Castle Currency workshops and webinars are built for owners, CFOs, controllers, bookkeepers, and finance teams who want to understand how currency affects their business and what they can do about it. No jargon. No theory. Just practical knowledge you can apply to your business.
Our full program at a glance.
Four paid working sessions.
Every session produces a real output for your business.
Each workshop produces a real output you take back to your business. Four expert-led sessions for companies ready to build a structured approach to currency management.
Paid Workshop
Finding Hidden Cost Savings in Your Currency Operations
1 hr · $1,000
Many businesses focus on the exchange rate when looking for currency savings. The rate is only part of the story. We go deeper - showing you how to identify waste in how currency is handled across your operations. You'll walk away knowing where your currency costs are coming from - and where to find savings you didn't know existed.
Understanding Your Currency Exposure: Identify and Quantify
4 hrs · $5,000
Recommended: Webinar 3 or Currency Review first
Before you can manage currency risk, you need to understand what you're actually dealing with. We walk through how to identify your currency exposure, quantify what it means to your business, and stress test your operations against actual market movements. You'll walk away with a clear picture of your exposure and what it means for your business.
Managing Your Currency Exposure: Developing Currency Strategies for Your Specific Business
2 × 4 hr sessions · $15,000
Recommended: Webinar 4 before attending
Armed with an understanding of your exposure, this workshop focuses on building strategies that work for your specific business. Techniques developed and refined over 30 years - focused not on markets but on what currency movements mean to your financial goals and risk tolerances. You'll walk away with strategies you can start to incorporate into your business.
Managing Your Currency Exposure: Building Your Currency Management Plan
2 × 4 hr sessions · $15,000
Recommended: Workshops 2 and 3 before attending
A working session where together we build your company's Currency Management Plan from the ground up. We work through your exposure, define your risk tolerance, and establish budget rate targets together, then build out your fiscal framework, hedging operations, governance, and risk controls. You'll walk away with your own Currency Management Plan and a roadmap for implementation.
Seven free sessions covering the currency questions most business owners never think to ask - until it costs them.
Each session stands alone. Attend any one. Attend all seven. Every session ends with a clear next step.
Free · Webinar 1
15 min · Free
Are You Converting When You Have Time — Or When It Makes Sense?
In this session, we break down the difference between the rate you expect and the rate you actually convert at, why those two numbers drift apart, and how that gap directly affects your margins. You'll see why knee-jerk conversions triggered by urgency consistently underperform - and why businesses that work to a plan regularly improve their results without becoming currency experts. You'll walk away with a more planned approach to converting currency.
What Currency Rate Did You Budget — And What Are You Actually Getting?
A business budget should include an expected currency rate. We walk through how to build a budget rate, how to track your actual performance through the year, and how currency decisions made between budget day and settlement day are quietly affecting your bottom line. No hedging theory. No market forecasting. You'll walk away knowing how important it is to use a budget rate and how to measure if you are meeting it.
See What Currency Is Actually Doing to Your Business
Bring your budgets and numbers and we'll show you what currency movements can do to your margins. We run a live simulation using real market scenarios to show you exactly how currency exposure affects your bottom line - what a 2%, 5%, or 10% move means in dollar terms for a business like yours. You'll walk away knowing the financial impact of currency on your business - and whether it's time to take a more structured approach.
Managing Your Currency Exposure: Methods, Strategies and Outcomes
Understanding your exposure is the first step. This session focuses on what to do about it. We walk through a range of methods available to manage currency risk - from simple approaches to more structured strategies - and how to evaluate which fit your business. You'll walk away with methods that fit your business and how to start improving your outcomes while reducing your risk.
We cut through the confusion and give you a plain-language look at what hedging actually does, what it doesn't do, and the common mistakes businesses make when they hedge without a clear objective. We'll give you a clear framework to decide if it belongs in your currency approach at all. You'll walk away knowing whether hedging may be worth exploring for your business - and what to do next.
The Currency Conversation Your Accounting Team Needs to Have
If you're the person at your company who books the currency transactions, this session is for you. We walk through the common timing and conversion mistakes that quietly cost businesses money, what to look for in a confirmation, and how to know whether your current process is working. You'll walk away with a clearer picture of what good currency operations look like - and how to spot when something isn't right.
Why Charging in USD May Be Costing You International Business
If you're a US company selling to international customers, you're likely invoicing in USD - and transferring the currency risk directly to them. When you switch to local currency invoicing, your customer gets pricing certainty in their own currency, the risk shifts to you where you can actually manage it, and you become easier to buy from. You'll walk away knowing whether local currency invoicing is a competitive advantage worth exploring.