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DTSTART:20230817T140000Z
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SUMMARY:Financial Literacy and Your Family Business- Conway Center LIVE WEBINAR
DESCRIPTION:Financial Literacy and Your Family Business\n\n\nNo 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.\n\n \n\nJoin 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: \n\n\n\nUnderstanding your financial statements\n\n  Balance sheet order and categories\n\n  Income statement metrics (gross profit\, operating profit\, net income)\n\n  Statement of cash flows (operating vs financing vs investing activity)\n\nKnow your key financial ratios\n\n  Various key performance indicators (KPIs) and what they mean\n\nLearn how to calculate ROI\n\n  Determine the profitability of different investments\n\n  Identify areas for improvement\n\nUnderstand cash flow\n\n  Cash is King!\n\n  Understand how cash is actually moving in and out of your company\n\n\n\n\nSPEAKERS:\n\n\n\nDuncan Copeland\, CVA\n\nSenior Analyst   Valuation & Transaction Advisory Services\n\nRea & Associates\, Inc.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJack Miklos\, CFA\, CVA\n\nSenior Analyst   Valuation & Transaction Advisory Services\n\nRea & Associates\, Inc.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n  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.
X-ALT-DESC;FMTTYPE=text/html:<p><span style="font-size:14px\;"><strong>Financial Literacy and Your Family Business</strong></span></p>\n\n<div>\n<div><span style="font-size:14px\;">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.</span></div>\n\n<div>&nbsp\;</div>\n\n<div><span style="font-size:14px\;">Join Duncan Copeland and Jack Miklos from the Valuation/Transaction Advisory Team at <a href="https://www.reacpa.com/" target="_blank">Rea &amp\; Associates</a>. Their discussion of ways to improve your business financial literacy will include:</span><span style="font-size:14px\;"><span style="white-space:pre"> </span><br />\n<br />\nUnderstanding your financial statements</span></div>\n\n<div style="margin-left: 40px\;"><span style="font-size:14px\;">&bull\;<span style="white-space:pre"> </span>Balance sheet order and categories</span></div>\n\n<div style="margin-left: 40px\;"><span style="font-size:14px\;">&bull\;<span style="white-space:pre"> </span>Income statement metrics (gross profit\, operating profit\, net income)</span><br />\n<span style="font-size: 14px\;">&bull\;</span><span style="font-size: 14px\; white-space: pre\;"> </span><span style="font-size: 14px\;">Statement of cash flows (operating vs financing vs investing activity)</span></div>\n\n<div><span style="font-size:14px\;">Know your key financial ratios</span></div>\n\n<div style="margin-left: 40px\;"><span style="font-size:14px\;">&bull\;<span style="white-space:pre"> </span>Various key performance indicators (KPIs) and what they mean</span></div>\n\n<div><span style="font-size: 14px\;">Learn how to calculate ROI</span></div>\n\n<div style="margin-left: 40px\;"><span style="font-size:14px\;">&bull\;<span style="white-space:pre"> </span>Determine the profitability of different investments</span></div>\n\n<div style="margin-left: 40px\;"><span style="font-size:14px\;">&bull\;<span style="white-space:pre"> </span>Identify areas for improvement</span></div>\n\n<div><span style="font-size:14px\;">Understand cash flow</span></div>\n\n<div style="margin-left: 40px\;"><span style="font-size:14px\;">&bull\;<span style="white-space:pre"> </span>Cash is King!</span></div>\n\n<div style="margin-left: 40px\;"><span style="font-size:14px\;">&bull\;<span style="white-space:pre"> </span>Understand how cash is actually moving in and out of your company</span></div>\n</div>\n\n<div><a href="https://us02web.zoom.us/webinar/register/WN_Bhsn2y__TcirNeZpzhGqiQ" target="_blank"><img alt="Register button" height="84" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/9081/Image/Misc/Misc_Amy_2022/REGISTER.png" style="width: 150px\; height: 84px\;" width="150" /></a><br />\n<span style="font-size:14px\;"><strong>SPEAKERS:</strong><br />\n<img alt="Duncan Copeland" height="174" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/9081/Image/Misc/Misc_Amy_2022/Snap2023-07-17at18.14.35.png" style="width: 175px\; height: 174px\; float: left\; margin: 8px\;" width="175" /><br />\n<strong>Duncan Copeland\, CVA</strong><br />\nSenior Analyst &ndash\; Valuation &amp\; Transaction Advisory Services<br />\n<a href="https://www.reacpa.com/" target="_blank">Rea &amp\; Associates\, Inc.</a></span><br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<img alt="Jack Miklos" height="174" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/9081/Image/Misc/Misc_Amy_2022/Snap2023-07-17at18.15.01.png" style="width: 175px\; height: 174px\; float: left\; margin: 8px\;" width="175" /><br background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<span style="font-size:14px\;"><strong><span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">Jack Miklos\, CFA\, CVA</span></strong><br background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\nSenior Analyst &ndash\; Valuation &amp\; Transaction Advisory Services<br />\n<a href="https://www.reacpa.com/" target="_blank">Rea &amp\; Associates\, Inc.</a></span><br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<span style="font-size:14px\;"><strong><span style="color:#FF0000\;">&#9658\;&nbsp\;</span><a href="https://us02web.zoom.us/webinar/register/WN_Bhsn2y__TcirNeZpzhGqiQ" target="_blank">REGISTER</a> </strong>now and join us for this live webinar on 8/17.&nbsp\; You&#39\;ll have the opportunity to submit questions to Duncan and Jack during the session and view a recording post session.&nbsp\;&nbsp\;</span></div>\n
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
UID:e.9081.7392
SEQUENCE:3
DTSTAMP:20260505T050137Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/financial-literacy-and-your-family-business-conway-center-live-webinar-7392
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