Starts: September 14th, 2016 11:30 AM
Ends: September 14th, 2016 12:30 PM
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View a copy of the presentation here: 

Wednesday September 14, 2016
11:30a - 12:30p

Join SBDC, NCAIED American Indian PTAC, and RMICC for a Resource Webcast Training:

Business Financial Planning and Projections.  

Financial Planning and Projections can be the key to tremendous growth of your business or ultimate downfall.  Effective Financial Planning and Projections can take you to the next level and help you prepare for obstacles and take advantages of opportunities.   

Dr. Liz Ross, SBDC Director of Southwest Colorado Office, leads the webcast and discussion with valuable information for businesses to learn about effective Financial Planning and Projections.  Liz Ross joined the SBDC team as the director of the Southwest Colorado center in September 2015. Prior to the SBDC, she was the director of the MBA Program at the University of Alaska Fairbanks and the Director of Rural and Outreach for Alaska.   

Ross first began her work for the Native American community while at the University of West Florida and continues to volunteer at Fort Lewis College as the mentor/advisor for the American Indian Business Leaders student organization. Throughout the years, she has received several grants and awards for the benefit of the Native American/Alaska Native community. 

Past memberships include board membership of the YWCA, various Army Officer Wives Clubs, the Alaska Federation of Natives, the town of Londonderry Zoning Board of Adjustment, the Institute of Behavioral and Applied Management, the Fairbanks Family Centered Services, the Fairbanks International Quota Association, the Congregation Or Hatzafon Jewish Synagogue, 
and the Fairbanks Memorial Hospital Ethics Committee.

Ross received her Associates Degree from Harford Community College in Bel Air, Maryland; a Bachelor of Science degree in management from the Granite State College – University of New 
Hampshire system, an MBA in management from Southern New Hampshire University, and a 
Doctorate of Business Administration with a concentration in Finance and Management from Nova Southeastern University.

September 14 Webinar:

Course Description: This workshop focuses on an overview of the financial planning and projections.  You will learn where to begin when preparing a business financial plan and how to make realistic projections. Whether you are working on a plan for an existing business or startup business, this workshop will provide insight into the numbers.  The Webinar will cover  the following key steps in financial planning.

  • Sales forecast
  • Creating an expense budget
  • Developing a cash flow
  • Looking at Income Projections
  • Reviewing breakeven
  • Incorporating the Financials into a Plan

NOTE: The following is the basic DRAFT outline for the PPT Presentation



Basic steps to begin a Sales Forecast

Expenses: Fixed and Variable

Basic steps in a Cash Flow Statement

Reviewing Projections

Incorporating Government Contracting


Q & A


Presented by Colorado SBDC, NCAIED American Indian PTAC, and RMICC.  

Join online: (click on "join meeting" and input "RMICCShare"
Download the App in GooglPlay/ITunes to join by cell/Tablet "JoinMe" input "RMICCShare" for meeting code

call 404.801.3225, enter meeting code 593770790
Financial Projections template

Financial Projections template

589 days ago
Projections spreadsheet

Projections spreadsheet

589 days ago
Financial Projections Presentation

Financial Projections Presentation

589 days ago
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