Money 101 - 10/17/2019 - C1000 

Registrations are now closed as the workshops are sold out.

Manage Your Money >>>
Manage Your Finances
A Series of 8 Financial Workshops for Women Entrepreneurs 

DURATION

• 8-session series  
• Each session is 2 hours
• Two tracks are offered - based on stage of business development

EVENT OVERVIEW

• Would you like hands-on guidance in your personal and business finances?   
• Are you a business startup and need help preparing your budget and financial projections? 
• Are you an established entrepreneur that wants to know what reports to review regularly to determine profitability and increase your control?  

This intensive 8-session interactive workshop series will build your financial literacy and help you set your business on a more secure financial course.

To make sure you get the appropriate experience, the group will be divided into two tracks, based on current business status.

Money 101:  For “Startup” entrepreneurs who are developing a business plan and do not have prior sales and financial records.

Money 201:  For “Established” entrepreneurs who have generated income from clients/customers consistently and have a past financial track record to review. 

MONEY 101 - WHAT YOU WILL LEARN DURING 8-WEEK SERIES
At the end of this 8-week series, you will have the knowledge
and resources to:

• Prepare a personal cash budget and personal financial statement
• Analyze a tax return, know the source information, calculate marginal and effective tax rate, understand how to project estimated tax
• Be ready for financing, review credit reports, learn lenders evaluation criteria, and list steps to restore credit score if needed
• Determine your revenue Model, business startup costs and pricing 
• Understand Expenses, fixed and variable, determine your break-even point
• Formulate the financial section of a business plan
• List the financing options appropriate to your business needs and the documents needed to prepare a successful funding package

And so much more...

AGENDA MONEY 101

Day 1, October 17:  Personal Focus
Recordkeeping and cash budgets

Day 2, October 31:  Personal Focus
Preparing a personal financial statement

Day 3, November 14:  Personal Focus 
Understanding your tax return and Schedule C

Day 4, December 5:  Personal Focus
Loan Applications, credit scores, debt ratios

Day 5, December 19:  Startup Focus
Revenue models, cash budgets, pricing, projecting sales

Day 6, January 9:  Startup Focus
Review of participant-prepared budgets, identifying business expenses and
calculating break-even

Day 7, January 23:  Startup Focus
Accounts receivable, accounts payable, inventory and prepaid items, and
how they affect cash flow

Day 8, February 6:  Startup Focus
Options for funding your business

Instructors:

Diane Drey

Diane was formerly CEO of a New York Metro bottled-water manufacturing and distributing company. Her expertise is in financial planning and marketing. She light-heartedly calls herself the "Money Lady" and focuses on business owners achieving profitability.

Aida Kalla

Senior executive in global corporate finance with major international banks in the US/ overseas. Owner of own financial restructuring consulting firm. Expert in helping companies funds their growth strategies and reorganize their business structures. Experience in business plans, accounting, and financial analysis, including budgeting and forecasting.

Leena Parikh  

Leena’s engineering and finance background has equipped her with an analytic and quantitative mindset for business process improvement and solving business problems. She worked as a Director in a Fortune 100 credit card company in areas of pricing strategy, small business underwriting and risk management. Received her MBA in Finance from NYU's Stern School of Business.

Fee:  $250 for series of eight classes

Early Bird Special:  $200 if you register by October 1st

There will be NO REFUNDS for missed sessions.

Please remember:

(1) Monitor your emails for any updates to the date/location/time.

(2) Bring your cell phone as you will receive follow-up emails.