​Registration Information


Improving Your Bottom Line

  • $175 first person from business
  • $25 for second person from same business

This workshop has been cancelled. We apologize for the inconvenience.

Workshop Partners


Target Audience

This workshop is designed for individuals owning and/or operating a small forestry business or interested in starting their own business.

Cancellation Policy

Requests received prior to the registration deadline will be granted a full refund. Requests received after the registration deadline but prior to the workshop’s start will receive a 50% refund. No refunds will be granted to requests received after the start of the workshop. To receive a refund a written request must be made to WFC@uwsp.edu

Forestry Business Management Series

Improving Your Bottom Line

April 26, 2023 | 5-9 pm | Treehaven UWSP​ | Tomahawk, Wis.

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:

  • Learn more about reading and understanding their financial statements.
  • Discover and discuss ways to measure and monitor their unique business's financial results.
  • Enhance their own small business tax knowledge.

CEUs/CFEs


This workshop has been pre-approved for the following:

  • 3.0 Society of American Foresters (SAF) Cat. 1 CFEs

  • In addition, we are seeking pre-approval for SFI and Wisconsin DNR Cooperating Forester CEUs.

Instructor Biographies



Professionals from CliftonLarsonAllen LLP will be on-site to provide expertise tailored to meet your individual needs.

Meet Sara Gross.

Meet Madie Mayer.

Meet Ryan Ritchay.



Workshop Facilitator​





Patrick R. Gatterman

Director
Small Business Development Center






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.

Future Workshop Information​

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.