Name:
Financial Literacy and Your Family Business- Conway Center LIVE WEBINAR
Date:
August 17, 2023
Time:
10:00 AM - 11:00 AM EDT
Website:
Conway Center for Family Business
Event Description:
Financial Literacy and Your Family Business
No matter what role you have in your family business - knowing how to make smart financial decisions is essential and can help free up resources to grow the business. Whether through savvy budgeting or sound investing, financial literacy is the key that unlocks more significant opportunities for you as an owner or a next gen who has joined the business.
Join Duncan Copeland and Jack Miklos from the Valuation/Transaction Advisory Team at Rea & Associates. Their discussion of ways to improve your business financial literacy will include:
Understanding your financial statements
Understanding your financial statements
• Balance sheet order and categories
• Income statement metrics (gross profit, operating profit, net income)
• Statement of cash flows (operating vs financing vs investing activity)
• Statement of cash flows (operating vs financing vs investing activity)
Know your key financial ratios
• Various key performance indicators (KPIs) and what they mean
Learn how to calculate ROI
• Determine the profitability of different investments
• Identify areas for improvement
Understand cash flow
• Cash is King!
• Understand how cash is actually moving in and out of your company
SPEAKERS:
Duncan Copeland, CVA
Senior Analyst – Valuation & Transaction Advisory Services
Rea & Associates, Inc.
Jack Miklos, CFA, CVA
Senior Analyst – Valuation & Transaction Advisory Services
Rea & Associates, Inc.
► REGISTER now and join us for this live webinar on 8/17. You'll have the opportunity to submit questions to Duncan and Jack during the session and view a recording post session.
Location:
We will be using ZOOM. An email will be sent to you with the registration confirmation and log-in information from ZOOM to access the webinar.
**This webinar will be listen-only for attendees (you will not be on camera). If you are new to ZOOM, you can test your device here: https://zoom.us/test
**This webinar will be listen-only for attendees (you will not be on camera). If you are new to ZOOM, you can test your device here: https://zoom.us/test
Date/Time Information:
Thursday, August 17, 2023
10:00 - 11:00 am
Webinar ID: 894 7601 0137
Presented by Rea & Associates, Inc.
10:00 - 11:00 am
Webinar ID: 894 7601 0137
Presented by Rea & Associates, Inc.
Contact Information:
Amy Dotts, COO
Fees/Admission:
Free to Conway Center members and their employees; $50 for non-members (you will be invoiced after registering)
► REGISTER now! If you are unable to make the live webinar, register anyway and we will send you the recording.
► REGISTER now! If you are unable to make the live webinar, register anyway and we will send you the recording.
