ONLINE COURSE! SBDC Developing Financial Projections For Your Business Plan And As a Tool To Manage Your Business
Date and Time
Wednesday Jun 4, 2025
9:00 AM - 11:00 AM PDT
6/4/2025
9:00 AM - 11:00 AM (PDT)
Open - 50 places remaining
6/4/2025 8:00 AM (PDT)
No Fee
Location
COURSE FORMAT This session is available as a live webinar. Upon sign-up, you'll receive a link to the webinar. Zoom invitations to access the webinar will be sent via confirmation email upon registration and the morning of the event. These often land in the spam/junk folders so please check there if it is not found in the email inbox.
Fees/Admission
Registration and Fees: Payment of seminar fees may be made by check, money order or credit card. Payment must be received to guarantee your space in an event. Refund Policy: If you wish to request a refund, please contact the conference organizer listed above to discuss. You may also elect to send a substitute in your place. If the event is cancelled, all fees will be returned. Special Accommodations: In accordance with the American Disabilities Act and state law, you may request accommodations due to a disability by contacting the event organizer listed above. Advance notice may be necessary for some accommodations. Registration must be paid prior to accommodation requests.Registration Policies:
Website
Description
Meri Birhane (619) 258-3670
Online Meeting (Live)
Business Financing, Business Plan
DEVELOPING FINANCIAL PROJECTIONS FOR YOUR BUSINESS PLAN AND AS A TOOL TO MANAGE YOUR BUSINESS
COURSE DESCRIPTION
This workshop is second part of the Business Plan That Gets Results workshop. A thorough and complete business plan must include financial projections. This workshop will guide you through a step-by-step process for the creation of financial projections for your business. These projections will essentially become a financial budget for your business and will help you evaluate the consequences of decisions and opportunities you are considering on your bottom line profitability.
- Learn how to create accurate financial projections to include in your business plan and use as a budgeting tool.
- Understand how to evaluate the financial impact of business decisions and opportunities on profitability.
- Gain practical, step-by-step guidance to develop projections that align with your business goals.
INSTRUCTOR
Jeff Bernstein
In 1973, Jeff opened a retail floor covering store in Milwaukee, Wisconsin while completing his B.S.B.A. in Accounting. When he graduated he decided to forego a career in accounting and continue to devote his full time to his business. “I grew that business for the next 23 years into the largest single-store flooring retailer in Milwaukee,” he shares. He also served as vice chairman of the Wisconsin Floor Covering Association. In 2000, he decided to close his business and accept a role as vice president of sales and operations for his biggest competitor, a five showroom retailer/wholesaler. “I was able to double the revenues of this 50-year-old company during the next 12 years. I also earned a Flooring Executive Certification from the World Floor Covering Association.” Jeff left Milwaukee for a short time in 2012 to become VP for a similar business in Chicago. His children had moved to San Diego years earlier, and he decided he wanted to be closer to them and their families. He accepted a VP position with the largest retailer in the Coachella Valley (Palm Springs area). During brief periods of retirement he volunteered to provide advising services to the Coachella Valley SCORE (another partner of the SBA) chapter, eventually becoming vice-chair of the chapter. He also volunteered for the Coachella Valley Women’s Business Center as a workshop presenter and periodic business advisor. In 2019, he and wife decided to move to San Diego. Coincidentally, the East County Business Development Council had decided to host a new SBDC office just around this time. “They needed a workshop presenter, and I received strong referrals from both the CV SCORE chapter and the CVWBC. I was hired to present workshops but over time, many of my workshop clients asked me to advise them. Today, I have assisted over 80 clients, many of them on an on-going basis.” Jeff continues that the work has been extremely gratifying, even more so during the pandemic. “When I can help struggling businesses survive these challenges, there is no better feeling.”
