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How to Create a Finance Plan
October 23, 2024 @ 10:00 am - 12:30 pm
Free
To celebrate Small Business Month join us for a comprehensive webinar designed for small business owners looking to develop essential financial planning skills. This session will provide valuable insights and practical tools to integrate a basic finance plan into your overall business strategy, whether you’re starting from scratch or refining your skills.
Key Focus Areas:
1. Elements of a Financial Plan: Learn the key components of a strong financial plan.
2. Profit and Loss Statements: Discover how to create and interpret profit and loss statements to evaluate performance.
3. Defining Your Revenue Streams: Identify and categorise your income sources.
4. Expense Management: Effectively categorise and manage expenses for accurate financial tracking.
5. Forecasting Revenue and Expenses: Learn to predict future financial performance to support growth.
6. Integrating Financial Forecasts: Understand how to incorporate forecasts into your business plan for strategic decision-making.
1. Elements of a Financial Plan: Learn the key components of a strong financial plan.
2. Profit and Loss Statements: Discover how to create and interpret profit and loss statements to evaluate performance.
3. Defining Your Revenue Streams: Identify and categorise your income sources.
4. Expense Management: Effectively categorise and manage expenses for accurate financial tracking.
5. Forecasting Revenue and Expenses: Learn to predict future financial performance to support growth.
6. Integrating Financial Forecasts: Understand how to incorporate forecasts into your business plan for strategic decision-making.
Interactive Learning:
Engage with a case study to see concepts in action and gain access to tools and templates discussed during the session.
Engage with a case study to see concepts in action and gain access to tools and templates discussed during the session.
Q&A Session:
The last 30 minutes will be dedicated to a live Q&A, allowing participants to ask specific questions about their businesses.
The last 30 minutes will be dedicated to a live Q&A, allowing participants to ask specific questions about their businesses.
Presenter: Joe Mekertichian
As a co-founder of The Epiphany Group, Joe has extensive experience as a Business Advisor and Coach. With a background in finance and business development across various industries, he is passionate about helping small businesses grow and overcome challenges.
As a co-founder of The Epiphany Group, Joe has extensive experience as a Business Advisor and Coach. With a background in finance and business development across various industries, he is passionate about helping small businesses grow and overcome challenges.
Why Attend?
- Expert Guidance: Gain practical advice from industry experts.
- Networking Opportunities: Connect with fellow small business owners to share experiences.
- Interactive Learning: Participate in hands-on activities to apply your learning.
Who Should Attend?
- Aspiring entrepreneurs planning to start a small business
- New business owners solidifying their foundation
- Established business owners refining their strategies
- Anyone seeking a comprehensive understanding of financial planning
For more information, contact Rachel Malamo at Rachel.malamo@epiphanytraining.com.au
Join us for this transformative webinar and take the first step towards achieving your business goals!
Presented by Camden Council in partnership with The Epiphany Group, this webinar is fully funded by Camden Council.