Financial Management Series - Financial Forecasts & Planning
The Financial Management Certificate Series is a series of classes for small business owners looking to learn more about financial statements, financial projections, financial terminology, and cash flow management strategies.
The certificate program has three sessions. You do not need to attend all three sessions; you can take only the sessions you are interested in attending. If you complete all three sessions, you will receive a certificate of completion.
Registration is separate for each session.
March 5, 2025 Financial Statements and Terminology Noon - 1:30 pm
March 12, 2025 Financial Forecasting and Planning Noon - 1:30 pm
March 19, 2025 Cash Flow Management Noon - 1:30 pm
Session 1: Financial Statements and Terminology Financial Statements form the foundation for business compliance and analysis. This class introduces participants to financial statements such as the profit and loss statement, statement of cash flows, and balance sheet. Participants will learn financial terminology and will gain an understanding of how to perform fundamental analysis of the various financial statements.
Session 2: Financial Forecasts and Planning Financial forecasts provide the basis for strategic business planning. Participants will learn how to prepare financial forecasts and how to use them for business analysis. Participants will learn how to use budgets and financial projections to guide strategic decision-making and to make tactical adjustments to business operations.
Session 3: Cash Flow Management Cash flow management can make or break a business. Cash flow management involves monitoring, analyzing, and optimizing cash receipts and expenses. Participants in this class will learn about cash flow cycles, will gain an understanding of cash flow projections, and will discover various ratios used in cash flow analysis.
If you are unable to register for this program because registration is fulI or if you need assistance, contact the SBDC for assistance: sbdc@uwlax.edu, 608.785.8782.
A confirmation email with log in information will be sent prior to the program with a reminder email sent the day before the event. If you don’t receive log in information, please check your junk/spam/promotions folder(s) or contact the SBDC for assistance: sbdc@uwlax.edu or 608.785.8782. Should circumstances arise that change program dates or its activities, the program provider, UW-La Crosse SBDC, will contact the program participants.
By registering for this event, the participant grants the program provider(s), the Wisconsin Small Business Development Center, the Universities of Wisconsin (UW System), and the participating organizations (identified below), the right to use, publish, and copyright the images and comments (including print and digital written narratives, materials, audio, video, and still images) in connection with this program for use in connection with program participation (current and future), websites and for promotional and educational purposes. The participant also consents to the Wisconsin Small Business Development Center providing the participant’s contact and attendance information to the program instructors/speakers and supporters (such as students and program coordinators), and the participating organizations.
MSBB Training Project Eligible - This program is eligible for participant funding for Mainstreet Bounceback (MSBB) grant participants and eligible small businesses. The Universities of Wisconsin Office of Business and Entrepreneurship and the Wisconsin Economic Development Corporation (WEDC) are participating organizations in connection with this program. To the extent state funding is available, MSBB grant participants and eligible small businesses may request that the state fund your participation. Payment of your program fees is contingent on confirmation that you or your affiliated business is a MSBB grant recipient or eligible small business, and that you met the requirements relating to participation in this training program on the date(s) and times(s) scheduled. By registering for this program, you agree that you are a MSBB grant recipient or eligible small business and will attend the program as scheduled. Failure to meet the attendance criteria for a training program may result in your inability to access supplemental support and/or attend other training programs at no cost. If circumstances arise that change your availability, please follow the cancellation policy below. Questions: email sbdc@uwlax.edu or call 608.785.8782.
Cancellation Policy: You may cancel your registration up to 5 business days prior to the start of this training program without penalty. If space is available in another program session, and as an alternative to cancellation, the program provider may allow a participant to change program date(s). Cancellations, requests, and other notice of changes for this program should be provided in writing by sending an email to sbdc@uwlax.edu.
Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the SBDC for assistance: sbdc@uwlax.edu, 608.785.8782.
The SBDC is funded in part through a cooperative agreement with the U.S. Small Business Administration ("SBA"). All opinions, conclusions or recommendations expressed, if any, are those of the presenter, are not intended to be professional advice to program participants, and do not necessarily reflect the views of the SBA, SBDC, Universities of Wisconsin, or WEDC.
Please only register if you are available and plan to attend, so the provided funding can assist as many small business owners as possible.
Fee: $249.00 WEDC will cover registration cost of the class for Main Street Bounceback grant recipients and eligible small businesses who register for and satisfactory attend the course.
Speaker(s): Mike Walker
Co-Sponsor(s):
Fee: No Cost