Financial Planning Workshop
April 4th, 2008The Financial Planning workshop is fast approaching!
Below are some details to help you prepare including Date, Time, Location and what to bring with you.
After setting goals in “Life Branding” and creating a plan in “Business Planning” it is time to put in place some quantifiable (Read Numbers) tools to help you set goals and measure your financial progress. Whether you are an employee, freelancer or company owner these tools will be indispensable in your growth.
The Goal of the Financial Planning workshop is to help you create a sound financial model for your business, non-profit or freelance practice. It is designed to give you a tangible, easy to execute, visual guide to numbers and financial planning. You will use these financial tools to measure and share your financial goals and progress with your business partners, staff, potential investors and others.
During this workshop we will work together in both small and large groups to define:
Why creatives fear numbers
Baseline financial planning
Understanding the financial language
How to do financial models for ANY business!
Mastering the sales process
Sales forecasting
Understanding a Profit & Loss Statement
Assets & Liabilities
Your financial goals
And More!
We will provide:
Financial Planning workbook binder
Digital templates for workshops (PPT & Keynote)
Coffee snacks & beverages
You will need to bring:
An open mind
Your EBM seminar workbook & other workbooks (if you have them) and any other previous work you have done for yourself or company. eg. business plan, mission or vision etc.
PC or Mac Laptop. This is not critical but can help if your handwriting is bad.
For those of you who will bring laptops and have macs I would HIGHLY
I have been using it for several years now and it is an indispensable tool for business planning.
Saturday, April 5th from 9am - 5pm
Sunday, April 6 from 9am - 7pm
Please note that we shortened Sunday’s session. We are right brainers after all.
The workshops will be conducted at Groop Headquarters in Downtown Los Angeles at:
125 W. 4th St. Ste. 103
Los Angeles, CA 90013
Parking is behind the building.






