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Webinar “How to Create a Finance Plan”

Published: October 15, 2024; Author: Julia Sonrisa

 October 22, 2024    07:00 PM-09:30 PM EDT
Webinar “How to Create a Finance Plan”

Webinar Description:

This webinar is designed to equip small business owners with the essential skills and knowledge to create a basic financial plan that can be integrated into their overall business plan. Whether you’re new to financial planning or looking to refine your existing skills, this session will provide valuable insights and practical tools.

Key Focus Areas:

1. Elements of a Financial Plan:

Understand the key components that make up a robust financial plan.

2. Profit and Loss Statements:

Create and interpret profit and loss statements to gauge business performance.

3. Defining Your Revenue Streams:

Identify and categorize various sources of income for your business.

4. Defining Your Expense Categories:

Categorise and manage business expenses to ensure accurate financial tracking.

5. How to Forecast Revenue and Expenses:

Predict future revenues and expenses to plan for business growth and stability.

6. Using Financial Forecasts in the Business Plan:

Integrate financial forecasts into your business plan to make informed strategic decisions.

Interactive Learning:

The webinar will feature a case study of business to illustrate concepts in a practical context.

Participants will have access to all tools and templates discussed during the session.

Q&A Session:

— The final 30 minutes of the webinar will be dedicated to a live Question and Answer segment, where participants can ask specific questions related to their businesses.

Presenter: Joe Mekertichian

Joe Mekertichian has worked as a Business Advisor and Coach since co-founding The Epiphany Group in 2010. After starting his career in finance, Joe transitioned into Business Development in the Construction, Automotive, Engineering, and Professional Services industries. With a passion for growth, marketing, and sales, Joe is committed to helping small businesses build the structure they need to take the next step and consolidate their strategies. Joe has been working with small businesses to overcome factors that limit their growth, including people’s capacity, capability, and ability to persevere through periods of uncertainty and change. He focuses on providing support to those who lack broader network access, delivering modules on stress management, change management, self-confidence, self-esteem, and emotional intelligence. Joe also supports goal setting, personal growth, and behavior modification.

Why Attend?

Expert Guidance: Benefit from the knowledge and experience of industry experts who will provide practical advice and actionable insights.

Networking Opportunities: Connect with fellow small business owners, share experiences, and build valuable relationships within the local business community.

Interactive Learning: Engage in hands-on activities and discussions that will help you apply what you’ve learned to your own business.

Who Should Attend?

  • Aspiring entrepreneurs planning to start a small business
  • New business owners looking to solidify their foundation
  • Established business owners aiming to refine their market strategies
  • Anyone interested in gaining a comprehensive understanding of financial planning and market analysis

Register Now:

Don’t miss this opportunity to enhance your business acumen and position your small business for success. Secure your spot today by registering your attendance.

For more information, please contact Rachel Malamo at the website.

Join us for this transformative webinar and take the first step towards achieving your business goals with confidence and clarity.

We look forward to seeing you there!

Camden Council, in partnership with The Epiphany Group

This webinar is fully funded by the Camden Council.

Time: 7:00-9:30 pm EST

Free!

Registration

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