Money 201 - 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 201 - WHAT YOU WILL LEARN DURING 8-WEEK SERIES
At the end of this 8-week series, you will have the knowledge
and resources to:

• Determine how to hire a bookkeeper/accountant, their role in your business and how to verify their results.
• Identify working capital needs and develop business metrics to manage your business based on past results.
• Manage your business’s finance planning to help you make money and avoid losses.
• Outline the process for business financial forecasts to help you compare actual vs. projected and to discover variances to address.
• Identify funding sources methods your business needs and the requirements for obtaining funding successfully.

And so much more...

AGENDA MONEY 201

Day 1, October 17:  Established Business
Role of business finance, bookkeepers and accountants

Day 2, October 31:  Established Business
Overview of the three key financial statements

Day 3, November 14:  Established Business
Financial ratio analysis

Day 4, December 5:  Established Business
Working capital management (accounts payable/receivables/inventory)

Day 5, December 19:  Established Business
Introduction to financial forecasting

Day 6, January 9:  Established Business
Review of participant-prepared financial forecasts

Day 7, January 23:  Established Business
Funding sources and requirements

Day 8, February 6:  Established Business
Review of workshop, next steps and wrap-up

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.