Let’s Talk Money!

This workshop is designed for small business owners who are not financial experts. Guest Speaker, Rob Burke, will provide education, share real life experiences, and host group discussion about how to understand and achieve your business financial goals.
Topics covered:
  • How to Finance your Company – November 14

TIME: 9:00 AM to 11:00 AM

FEE: $20.00 per each session

LOCATION1125 Jefferson Davis Highway

INSTRUCTOR: Rob Burke, Vice President of First Citizens Bank

ABOUT THE INSTRUCTOR:Rob has over 30 years in commercial banking and

is Vice President at First Citizens Bank. He has a wealth of experience in business financial management, risk management, and business lending strategy.  Rob has been a member of the Fredericksburg community since 2000.




Overview of Financial Statements – September 26

  • What are financial statements
  • How to use business balance sheets as a non-accountant
  • Why a good accounting system is beneficial

Budgeting and Forecasting – October 17

  • Importance of budgeting
  • Preparing a Budget
  • Forecasting sales with a budget

Cash Flow Management – October 24

  • Managing cash flow statements
  • Developing a cash flow forecast
  • Planning for profitability

Analyze Statements for Performance – November 7

  • How can I improve company value
  • Financial statements as a strategic driver
  • Using financial ratios for performance improvement

How to Finance your Company – November 14

  • What kinds of financing is available
  • What are the keys to successful financing
  • Working with an investor or financial institution