This workshop will provide hands-on activities aimed at creating accurate financial projections and pricing. In doing so, you will discover hidden costs and how to manage your business more profitably. The Wisconsin Forestry Center and the Small Business Development Center (SBDC) at UW-Stevens Point will be partnering with a team from CliftonLarsonAllen Wealth Advisors, LLC. Dinner will be provided. Space is limited.
To get the most out of the experience,
we encourage attendees to bring their own financials. Laptops welcome.
From paper-based financial tracking to more complex accounting systems, you will learn how to maximize your bottom line your own way!
By the end of the workshop, attendees will:
Patrick
grew up in a forestry family, is a small business owner, and a devoted
community leader with a passion for cooperative values.
He is a
firm believer in work-life balance, which means he will ask about your
day and encourage bubbler small-talk, as a team is only as strong as the
trust they have in each other. He likes to know the people he works
with and hopes they want to know him as well.
His favorite aspect
of this job is public outreach. He feels very proud to represent a
professional collaborative organization. He is proud of the rave reviews
his SBDC at UW-Stevens Point team consistently receives.
He
enjoys spreading positive energy, and the unique small mom & pop
owners that want consulting are very heart-warming. Patrick said, “Let’s
be honest, how many jobs out there get ‘Thank you so much’ on a daily,
if not hourly, basis? Working in Central Wisconsin is very rewarding.”
Patrick
is an avid live music fan. His vacations from work usually include a
music festival or outdoor concert. As he has made many friends in this
industry, he can tell you that these events are an important social and
economic drivers for communities.
Financial Management for Today and Beyond
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Growth, Succession, and Retirement Planning
Coming November 2023 | 5-9 pm | TBA
In
this workshop you will learn the basics of how financials, marketing,
business planning, and exit and succession planning play into long-term
growth planning.
Topics covered include: Business structures, financials, staff vs. contractors, marketing, and business growth planning.
Tentative agenda coming soon.
CEUs/CFEs: This workshop will be pre-approved for CFEs from SAF and WDNR Cooperating Forester CEUs.
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Small Business Planning
Coming Winter 2024 | 5-9 pm | TBA
Tentative agenda coming soon.
CEUs/CFEs: This workshop will be pre-approved for CFEs from SAF and WDNR Cooperating Forester CEUs.