FinanceEDGE: Turn Financial Data into Smart Decisions (MSBB)

Ready to Diagnose and Strengthen Your Business Financials? This hands-on course introduces the FinanceEDGE Tool—a structured, four-step framework designed to help small business owners analyze financial health, identify root causes of financial stress, and implement actionable solutions. Whether you’re facing rising costs, uneven cash flow, or stagnant revenue, this course equips you with the tools to move forward with clarity and confidence.

Learn how to:

*Assess your business’s financial health using key indicators
*Diagnose common financial challenges like poor margins or cash-flow gaps
*Generate targeted solutions based on your operational reality
*Create an action plan you can implement and track
*Use benchmarking and ratios to evaluate performance over time

Who this is for:
This course is best suited for business owners, managers, or financial decision-makers who are comfortable reading financial statements and ready to move beyond the basics. You should have:

*Working knowledge of core financial statements (P&L, balance sheet, and cash flow)
*Familiarity with basic accounting terms and financial ratios
*Awareness of your business’s current financial and operational challenges
*A willingness to dig into your numbers and apply what you learn

What to Bring:

Please bring your most recent Profit & Loss statement, balance sheet, and cash flow statement (if you have them) so we can apply the tools directly to your business.

No financials? No worries— sample case study data will be provided so you can fully engage with the exercises.

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Please only register if you are available and plan to attend, so the provided funding can assist as many small business owners as possible.

This class is online.

Cancellation Policy: You may cancel your registration up to 5 business days prior to the start of this training program without penalty. Cancellations, requests, and other notice of changes for this program should be provided in writing by sending an email to sbdc@wsb.wisc.edu indicating your name, business, and the course you were registered for.

Waitlist: If this class is full, please let us know that you are interested in attending by adding your name to our waitlist.

Fee: $99.00 WEDC will cover registration cost of the class for Main Street Bounceback grant recipients who register for and attend the complete course.