Pre, Pre Technical Assistance [Financial Portfolio Readiness Workshop]

818 Butterworth Street Southwest,Grand Rapids MI 49504

19 May, 2022

Description

Three Week Business Financial Portfolio Workshop Event: Pre, Pre Technical Assistance [Financial Portfolio Readiness Workshop] Dates: Thursday, May 12, 19, 26 from 6-9 PM Place: The Goei Center- 818 Butterworth SW - Grand Rapids, Michigan, 49504 *In person only *$0 cost *Everyone who completes and turns in a portfolio on May 26th receives a $100 Gift Card ****This is a hands on workshop assisting you with putting your information together to gain access to business capital. ****You will leave class with an up-to-date financial portfolio Week #1- Budgets [business & personal] *Bring all up-to-date Personal Bills to Class [Rent/Mortgage, Utilities, Credit Cards, Auto Loans, Insurance, School Loans, etc.]. *Bring all up-to-date Business Bills to Class [Lease, Utilities, Loans, Business Insurance, Marketing, Payroll, Sales numbers, etc.]. Week #1 Deposit Analysis [business & personal] *Bring 12- Current months of Personal checking and savings account bank statements. *Bring 12 - Current months of Business checking and savings account bank statements. Week #1 Bring a Copy of your CERTIFICATE OF INSURANCE [request an emailed copy from your broker/agent one week before class starts. Week #1 Bring a list of your Suppliers and Vendors [Company Name, Contact Name, Contact Details] Week #1 - We will have your most recent Copy of your State of Michigan Business License printed out for you for the first class. Ensure that you are listed on https://cofs.lara.state.mi.us/SearchApi/Search/Search Week #1 - Please bring a Copy of Your SS-4 Employment Identification Number Letter from the IRS Week #1 - Please bring a Copy of Your most current Three Years Personal and Business Tax Returns __________________________________________________________________________________________________________ Week #2 - Please bring a copy of your Year-to-Date Profit and Loss Statement Week #2 - Goal Setting/ three year forecasting Week # 2 - Cash Flow Analysis Week #2 - Strategic Partnerships Week #2 - Competitive Analysis __________________________________________________________________________________________________________ Week #3 Defining the Ideal Customer Week #3 Sales Strategy Week #3 Marketing Strategy Week #3 Press Release __________________________________________________________________________________________________________ From May 26-June 15 RPC will evaluate composition of information, make suggestions and format information for class goers. ****Every participant will have a professional, well established financial portfolio following the workshop ***must attend all three sessions if you sign up.