Small Business Finance Presentation
Creating Your Money Map
Title
Small Business Finances - Creating your Money Map
Join us for this webinar that we have tailored for small
business owners. We know that business owners are busy working in the business,
and have little time to work on the business with things such as money
management and financial planning.
In this webinar, we want to help business owners expand their awareness about
money matters, including:
- the psychology of money
- how your perception and relationship with money can improve your business
success
- overcoming the mental roadblocks to financial freedom
- tools and tips to remain cash-flow positive
- tax planning and tax-efficient investment ideas
Speakers:
Michelle Cooper, CEO, Alchemy Accounting & Bookkeeping
In her business, Michelle has built a solid team of bookkeepers, accountants,
tax professionals, and business coaches who support impact driven entrepreneurs
to have highly profitable, sustainable businesses while creating the peace of
mind that comes from a solid financial foundation. Michelle supports the growth
of her clients' businesses with strategic planning while also addressing the
mindset issues that arise with growth, in order to bust through and rise up to
levels they never dreamed possible.
Tara Lamond, Small Business Advisor, Vancity Savings Credit Union
Tara has been in the financial services industry since 2004 in a variety of
roles. Today, she works with small business owners and solopreneurs to achieve
their dreams and influence them to think differently when it comes to making a
positive impact in their local economy.
Jordan Hopper Portfolio Manager, Vancity Savings Credit Union
Jordan provides personalized investment management services and solutions for
families, individuals, businesses, trusts and not-for-profits groups.
Nazlin Sunderji, Portfolio Management Consultant, Vancity Savings Credit Union
Nazlin has 17 years experience in the financial services industry and works with portfolio managers in supporting their clients in achieving their financial goals.
