Money Management Tools for your Business
A Webinar for Existing Businesses
Knowing how to manage money is a vital part of running a successful small business. The good news is that we can provide you with the tools every business owner needs. Join the SBA, SCORE, Focus CFO, and ECDI for this Money Management series. It is a weekly
virtual financial literacy course for small businesses. Each week you will learn about different financial fundamentals, including operating costs, pricing, cash flow, access to capital, the importance of lender relations, succession planning and tax season
preparation. The sessions run for 6 weeks, with each module presented every Wednesday from 12:00pm – 1:30pm ET.
Register for upcoming events in this informative series created specifically for established small businesses:
April 6th: Understanding Operating Costs
Jeff Lacy, Area President, Central and Eastern Ohio – FocusCFO
Bob Stecki, CFO, FocusCFO
Knowing how to measure and effectively manage your operating costs will have a direct effect on your bottom line. This training will provide key concepts of understanding Cost of Goods (COGS) and day-to-day Operating Expenses.
Register ⇒ HERE
April 13th: Pricing
Leslie Kulis, Vice Chair, SCORE
Pricing has a direct impact on profit and losses. Register for this training to learn new
pricing models (how to adjust them) and how to conduct a break-even analysis.
Register ⇒ HERE
April 20th: Cashflow
Jeff Lacy, Area President of FocusCFO
Bob Stecki, CFO, FocusCFO
Cash flow is essential in growing your business. Learn key concepts and strategies on how to maximize cashflow for sustainability and growth.
Register ⇒ HERE
April 27th: Access to Capital / Lender Relations
Joseph Armstrong, Lender at the Economic Community Development Institute (ECDI)
Jerome Jones, SBA Lender Relations Specialist
Access to Capital / Lender module presented by the SBA and ECDI will cover the importance of both lender relationships and maintaining an acceptable credit history.
Register ⇒ HERE
May 4th: Succession Planning for your Business
Jeff Lacy, Area President, Central and Eastern Ohio – FocusCFO
This workshop will provide you with the skills to identify talent, create Succession Plans, and create Development Plans that can effectively close competency gaps. You will gain an understanding of how the Succession Plan can be integrated into your
company’s broader strategy.
Register ⇒ HERE
May 11: 2023 Tax Planning
Qasim Mahmood, Financial Advisor- SCORE
This Tax Planning workshop will help you get prepared with timely tax preparation tools for 2023. During this session the following topics will be covered: Taxation of the different business organizations​, Bookkeeping Systems and Accounting Methods​,
Record Keeping ​and much more.
Register ⇒ HERE
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