Financial Projections: Plan for Growth & Success

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FREE WORKSHOPS FOR SMALL BUSINESSES

Our online events and educational workshops are informative and FREE for all entrepreneurs. Beyond our services, we aim to create more inclusive digital and in-person learning and networking opportunities to support entrepreneurial and small business success.

Financial Projections: Plan for Growth & Success

Thursday, April 16, 2026
Event Date
1:00PM PDT
/ 4:00PM EDT

Take control of your business finances! Join us for a free 1-hour workshop, presented by Citi, designed to help small business owners understand and leverage financial projections to drive growth.

Whether you're looking to refine your budgeting, understand your cash needs, or plan for expansion, this session will provide practical insights and expert strategies to strengthen your financial management skills.

In this session, you’ll learn:

  • Projecting Sales: How to create realistic sales projections
  • Estimating Costs: How to estimate Costs of Goods Sold (COGS) and separate variable expenses from fixed Operating Expenses (OPEX)
  • P&L vs. Cash Flow: Learn what does, and what does not appear on your Profit & Loss and Cash Flow Statements
  • Cash Flow Management: Understand when to use a Cash Flow Statement and how to calculate your monthly cash available.
  • Break Even Analysis - Learn how to calculate your break even point and use it to set minimum sales targets that meet your financial goals.
  • Balance Sheet - Learn how to calculate your business’ net worth, and how the information on your balance sheet can signal if your business is healthy.
     
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