Your Balance Sheet is more than a list of numbers—it’s a powerful snapshot of your business’s financial health. In this free workshop for small business owners, you'll learn how to read and use your Balance Sheet to make smarter decisions, track business performance, and plan for sustainable growth.

Whether you’re new to bookkeeping or want to better understand your business’s value, this session will help you confidently analyze your assets, liabilities, and equity—and use that information to improve your financial management.

In this session, you’ll learn:

Join us for a practical session designed to help small business owners navigate the world of insurance. Learn about common risks, key types of coverage—like general liability, property, workers’ comp, and more—and what to do if you ever need to file a claim. Discover how to evaluate policies and providers to find the best fit for your business. Plus, get your specific questions answered during a live Q&A with insurance industry analysts from insurance consulting firm Stockbridge Risk Management.

Transform your business decision-making with data-driven insights! Join us to learn how to identify, track, and leverage Key Performance Indicators (KPIs) to drive your business growth.

What You'll Learn:

• Understand essential KPIs every small business should monitor
• Use leading indicators to see whether you are on track with your plan

Traffic, Conversion, Gross Profit Margin, and Average Order Size

Join us for an essential panel discussion designed to help entrepreneurs navigate the complex world of business financing. Our expert panelists will share insider perspective to help set you up for funding success.

What You'll Learn:

• Demystify the loan process through first-hand accounts from real lenders
• How to make your business an attractive funding prospect
• How to help the approval process run smoothly

Navigate around common pitfalls that often delay or derail funding applications

Are you ready to secure funding and take your business to new heights? Join us for this free, 1-hour webinar, presented by , designed to empower small business owners with the tools and strategies to create a compelling financing pitch deck. This session will guide you through the essential components of an investor-ready pitch deck and provide useful tips to help you stand out.

In this session, you’ll learn:

Is your small business ready to secure the funding it needs? Join us for a 1-hour webinar, hosted by Pursuit, to learn how to navigate the loan application process with confidence. Our experts will guide you through the essential steps to becoming “Loan Ready,“ helping you position your business as an attractive prospect for potential lenders.

In this session, you’ll learn:

- Sources of Loan Capital: Identify how loan capital can support your business’s growth.

- Loan Documents: Understand the critical documents lenders require and how to prepare them.

Join our expert-led workshop and gain clarity on which funding options best align with your business goals. Whether you’re considering debt financing, exploring alternative funding sources, or curious about equity investment, this session will provide the knowledge and strategies to navigate the funding landscape with confidence.

In this session, you’ll learn:

Do you know how much cash your business needs to fund day-to-day operations, pay yourself, and invest for future growth? Join us for a free, 1-hour webinar designed to help small business owners understand the essentials of  cash flow management. Learn key strategies to anticipate financial needs and plan for the timing and size of investments in your business.

In this session, you’ll learn:

Cash Forecasting: Estimate how much cash you will have on-hand in different scenarios

Are you ready to turn your business dreams into a sustainable reality? Understanding best practices for estimating your future sales is key to financial success. This 1-hour session is tailored for small business owners looking to develop reasonable, attainable sales projections. Learn essential strategies to manage growth, understand your financial needs during peak and slow seasons, gain insights into the impact of your growth trajectory on cash flow and set sales targets as part of your plan for profitability.

Are you ready to unlock the secret to smarter pricing? Join this free, 1-hour finance-focused webinar designed specifically for small business owners looking to maximize profits and stay competitive. Our experts will walk you through the essential steps to set the right pricing strategies and position your offerings for success.

In this session, you’ll learn: