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The Conway Center for Family Business is a 501(c)3 non-profit that provides educational resources and programs for family-owned businesses in Franklin and surrounding counties. Your donation to the Conway Center will help Central Ohio family businesses continue to thrive and drive economic development. Any donation, big or small, would be greatly appreciated and is tax-deductible.

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Financial Literacy and Your Family Business- Conway Center LIVE WEBINAR

Date and Time

Thursday Aug 17, 2023
10:00 AM - 11:00 AM EDT

Thursday, August 17, 2023
10:00 - 11:00 am

Webinar ID: 894 7601 0137

Presented by Rea & Associates, Inc.

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

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.

Website

Conway Center for Family Business

Contact Information

Amy Dotts, COO
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Financial Literacy and Your Family Bu...

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

• Balance sheet order and categories

• Income statement metrics (gross profit, operating profit, net income)
• 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.

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