SCORE How to Develop Your Three Year Financial Forecast

Event description

If borrowing money, lenders will demand it. This workshop will show you how to estimate monthly sales and expenses using a free SCORE forecasting template.

This workshop will cover the following topics:

• How to estimate monthly sales 

• What expense categories need to be in your forecast and how to estimate them.

• How to use the free SCORE template to automate your forecast.

• The key metrics to look for in your forecast 

• How to use your forecast after you open your business.

Our presenter is Craig Linsky.

FINANCIAL INDUSTRY EXPERIENCE:

27 Years in the Financial Industry with background in Customer Insights, Small Business Analytics & Research, Consumer Product Analysis Retail Credit Product Analysis, Investments Sales Management, Branch Management, Small Business Lending, Treasury (Asset/Liability) Management and Market Research.

FINANCIAL SERVICES VOLUNTEER CORP. EXPERIENCE

Conduct training seminars on strategic planning, marketing, new product development and competitive intelligence for bankers in Jordan, Tunisia, Egypt, Algeria and Iraq.

SCORE EXPERIENCE:

Ten years as a SCORE member. Six years as Chairman of the Client Education Committee. Develop, present and manage workshops on various small business topics. Provide one-on-one mentoring to entrepreneurs.