I have personally attended these seminars and found them to be among the best, most informative, and most"to the point" that i've attended. Because e of this, I'm encouraging those in my network of contacts to attend. It will not be time or money wasted.
Kurt Heling, CPA

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

  1. Fox Cities Chamber of Commerce, Appleton, WI
  2. World Sign Association, Naples, FL
  3. Washington Credit Union League, Seattle, WA
  4. Wisconsin Lender’s Conference, Wisconsin Dells, WI
  5. Illinois Sign Association, Galeena, IL
  6. Wisconsin Fabricare Institute, Green Bay, WI
  7. Community Development Credit Unions (CDCU), CUNA Headquarters, Madison, WI
  8. Urban Hope, Green Bay, WI
  9. Venture Center, Appleton, WI
  10. Wisconsin Press Women, Oshkosh, WI (Female writers/authors)
  11. 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.