Hosted at West Houston Institute, Fridays, June 14th, 21st, and 28th

Inside the Collaboratorium from 9:00 AM – 12:00PM with Julie Hartman, Co-Founder of B2G Victory 

Understanding your financials, numbers, and reports is a game changer as a CEO and entrepreneur. 

There isn’t a “typical day” in the life of a leader, but the most successful ones rely on routines, methods, and knowledge to consistently perform at an ultra-high level. 

This series covers financial essentials from managing cash flow to making data informed decisions and navigating business finance. Participants will be empowered with tools, checklists, and examples and most of all financial literacy and confidence. 

06.14 – Session 1: Financial Overview 

Financial Systems Considerations 

  • Balance Sheet
  • Statement of Cash Flow
  • Income Statement 

06.21 – Session 2: Financial Analysis 

  • Calculating Ratios and Your Burn Rate
  • Establishing Key Performance Indicators and Metrics
  • Identifying Trends through your Horizontal & Vertical Analysis
  • Using Dashboards & Snapshots

06.28 – Session 3: Budgets, Reports and Projections 

  • Budgets & Budgeting
  • Forecasting
  • Lending Preparation (Loans, LOC, Grants, Funding)  
  • Commonly requested Financial Documents for Certifications, Grants, Bonding, & Government Contracting 

Class size is limited, REGISTER NOW! 

Please direct any questions about the class or schedule to Connie Leon,