EMPOWERED CEO: Financial Systems to Manage Profitability
Date/Time
6/14/2024 6/21/2024 6/28/2024 9:00 AM - 12:00 PM Central
Event Type(s)
Business / Entrepreneur Event Business Education Opportunity
Event Description
Sponsored by the Truist Foundation
EMPOWERED CEO: Financial Systems to Manage Profitability
Hosted at West Houston Institute
Fridays, June 14th, 21st, and 28th
Inside the Collaboratorium
from 9:00 AM – 12:00PM
with Julie Hartman, Co-Founder of B2G Victory
Understanding your financials, numbers, and reports is a game changer as a CEO and entrepreneur.
There isn't a "typical day" in the life of a leader, but the most successful ones rely on routines, methods, and knowledge to consistently perform at an ultra-high level.
This series covers financial essentials from managing cash flow to making data informed decisions and navigating business finance. Participants will be empowered with tools, checklists, and examples and most of all financial literacy and confidence.
06.14 - Session 1: Financial Overview
Financial Systems Considerations
Balance Sheet
Statement of Cash Flow
Income Statement
06.21 - Session 2: Financial Analysis
Calculating Ratios and Your Burn Rate
Establishing Key Performance Indicators and Metrics
Identifying Trends through your Horizontal & Vertical Analysis
Using Dashboards & Snapshots
06.28 - Session 3: Budgets, Reports and Projections
Budgets & Budgeting
Forecasting
Lending Preparation (Loans, LOC, Grants, Funding)
Commonly requested Financial Documents for Certifications, Grants, Bonding, & Government Contracting