Seminars
Summary of Presentations provided by Priora® Cash Flow Management, LLC.
“DEVELOPING A BUSINESS PLAN AND HOW TO USE IT”
Who should attend?
Business owners thinking about approaching a lender for a loan and those who are thinking of starting a business.
What will the participant learn?
- How to develop and write an effective business plan.
- Strategies on how to effectively present it to lenders.
- Introduction to basic financial management ratios used by lenders.
- How to calculate a loan amount based on collateral values.
- Why do businesses fail?
- Introduction to break-even analysis and effective strategies on how to use it.
“SUCCESSFUL CASH FLOW MANAGEMENT & STRATEGIES AND BREAK-EVEN ANALYSIS”
Who should attend?
Motivated business owners who want to gain a better understanding of the cash flow of their business in order to grow their business successfully.
What will the participant learn?
- What is cash flow?
- How is it determined and measured?
- Basic terminology of cash flow and break-even analysis.
- Cash conversion cycle and strategies to improve it.
- How to effectively use a working capital line of credit.
- How cash flows between the Income Statement and the Balance Sheet.
- Exposure to an actual cash flow budgeting and management system, Priora® Business.
- What are the primary reasons why businesses fail and strategies to avoid them.
- Examples of break-even calculations.
“NEGOTIATING AND MANAGING YOUR BUSINESS BANKING RELATIONSHIP”
Who should attend?
Business owners who would like to improve their relationship with their banker and would like to play a greater role in managing their banking relationship.
What will the participant learn?
- Why does the lender make loans to businesses?
- What criteria does the lender look for in a quality loan?
- The difference between being a customer of the bank and an asset to the bank.
- Negotiate a better deal with the lender from a position of strength gained through a better understanding of the cash flows of the business.
- How to avoid losing the trust and confidence of the lender.
“CASH IS KING”
Who should attend?
Motivated entrepreneurs who want to further understand cash flow; business owners who want to learn cash flow strategies and maximize the return on their resources.
What will the participant learn?
- Understand where the cash in your business comes from and where it goes.
- Learn the terminology of cash flow.
- Study an actual cash flow budgeting and management system.
- The difference between cash flow and break-even analysis.
- The importance of budgeting with supporting assumptions in writing.
- Cash is not always cash on hand!
Organizations who have Participated in Priora® Seminars
- Fox Cities Chamber of Commerce, Appleton, WI
- World Sign Association, Naples, FL
- Washington Credit Union League, Seattle, WA
- Wisconsin Lender’s Conference, Wisconsin Dells, WI
- Illinois Sign Association, Galeena, IL
- Wisconsin Fabricare Institute, Green Bay, WI
- Community Development Credit Unions (CDCU), CUNA Headquarters, Madison, WI
- Urban Hope, Green Bay, WI
- Venture Center, Appleton, WI
- Wisconsin Press Women, Oshkosh, WI (Female writers/authors)
- Numerous banks and credit unions in Wisconsin, Florida, Louisiana, Virginia, Maine, California
For more information or if you would like to request a seminar please contact us.

