Financial Stewardship Training for US Consultants
Our financial stewardship training solution for US consultants at Baker Tilly. Engaging elearning for true-to-life investment scenarios.
Engaging eLearning for a Top Global Accounting Firm
Baker Tilly is one of the world’s top 10 global consulting and accounting services firms, with over 40,000 professionals operating across over 140 countries as of 2025. Baker Tilly US, LLP is based in Chicago, Illinois and has roots dating backet to 1931.
Key features
Interactive
Gamified
Scenario-based
The challenge
Baker Tilly were already accustomed to using elearning to train a geographically disparate workforce, but felt that their existing solutions just didn’t work. They lacked depth and often felt too gimmicky – style over substance.
They wanted training that would really engage their teams through interactivity and help to create a culture of learning by doing.
Why Baker Tilly chose Day One
Baker Tilly US called on us at Day One to create some engaging elearning for financial stewardship training, having seen several examples of our work for the finance sector.
As well as experience in creating elearning for other global financial services companies, we were able to demonstrate the ability to turn complex and technical content into highly interactive and engaging training courses.
We demonstrated our understanding of their requirements in our proposal, and described how we could satisfy their objectives by creating the detailed and realistic material that was needed.
The solution
We worked closely with Baker Tilly’s subject matter experts to create investment scenarios with true-life activities based around detailed but fictitious financial profiles of investment targets.
These business simulations included gamification to make the training fun and add elements of competition. The materials were nuanced and realistic, with company financial reports for the learners to analyse.
The client verdict
“These business simulations have been creating a buzz around here”
ALLIE PALMER-STIFFLER
Manager, Consulting and Indistry Learning
Initially rolled out to 500 consultants in the US, Baker Tilly plan to expand this project next year following the success of this first phase.
Want to make training more engaging?
Whatever your learning design and content development needs, the Day One team can deliver on them with a bespoke solution.
Want to learn more? Get in touch for an informal discussion about your training requirements.
