HP Life: Financial

Management

Presented By: Mark Engle, Director

AgendaVirtual Entrepreneur Story Context Business Scenario Specific Problem

Demonstration Software Introduction

Hands on Activity Software demo

Debrief Business application

Virtual Entrepreneur Story

Business Scenario – Financial PlanWhat does the financial plan consist of?What financial statements should Song show?What is the difference between an income statement

and a cash flow statement?

Demonstration – Financial Plan

-What are product lines for Song?-Input using the financial projection spreadsheet-An example of historical analysis-Using metrics for clients

Where do we go from here… Start using these tools with your clients

Learn things about their business you never knew….

Keep working on developing your skill….sharing with others

Go to: http://www.maricopa-sbdc.com/Downloads.htm

Get financials regularly to record the success!