Using Your Financial Statements to Survive and Thrive

Join us for any, or all, of these informative webinars!  Each one is a purely educational event with no sales pitch.

Financial Statements
Understanding Financial Statements
Balance Sheets, Income Statements, and making better business decisions
  • What are financial statements and why does your company need them
  • How to use your balance sheet
  • How to use your income statement
  • How does your lender, a buyer, or management team use your financial statements
  • Why is benchmark information valuable

Thursday, November 21, 2024 @ 9:00 AM PST

KPIs 2

Key Performance Indicators (KPIs)

What are financial KPI's and why are they useful

  • Improving financial performance
  • Short-term liquidity metrics
  • Other financial ratios and using your KPI's
  • Managing your working capital
  • How KPI's can increase your fair market value

Thursday, December 5, 2024 @ 9:00 AM PST

KPIs

Using KPI's to Improve Operations

Continuation of KPI's and using them as a competative advantage

  • Turnover metrics
  • Finding free cash
  • Operating cycle
  • Liquidity index
  • Using KPI's for strategic positioning

Presenters:

Cheryl Ganschow, CPA, MAcc

Audit and Assurance Manager, MKW, LLP

Cheryl is an experienced accounting professional with 25 years of expertise in financial reporting and analysis.  She spent 15 years in a Big 4 accounting firm, providing audit and advisory services to large private and public companies.  In the past 10 years, Cheryl has worked with smaller businesses, helping them effectively manage cash flow, make informed financial decisions, and position business for long-term success.  

Robert Hicks

Controller, MKW, LLP

As MKW's Controller, Robert's role includes management of firm accounting, financial reporting and creation and tracking of KPI's.  He is also the manager over the Virtual Accounting Department at MKW.  Robert's experience includes over 20 years of accountancy, controllership and management roles in many different industries. 

Katie Hu, CPA, MAcc

Senior Tax Manager, MKW, LLP

As a seasoned CPA with extensive tax and financial expertise, as well as merger and acquisition experience, Katie brings a comprehensive and strategic approach to helping clients optimize their financial performance and achieve their business goals.