Financial Management for the Closely Held Business - Chico (9/9/14 & 9/10/14)

Chico, California
Tuesday, September 09, 2014
 Tri Counties Bank Financial Management Seminar Registration
Financial Management for the Closely Held Business - Chico (9/9/14 & 9/10/14)
Tuesday, September 09, 2014 8:00 AM -
Wednesday, September 10, 2014 5:00 PM (Pacific Time)

Tri Counties Bank Technology & Training Campus
890 Fortress Street
Chico, California 95973
United States

Map and Directions

Financial Management Seminar
Tuesday, September 09, 2014 8am-5pm (lunch provided)
Wednesday, September 10, 2014 8am-5pm (lunch provided)

You know that there may be opportunities hidden in your company’s financial statements that can expose valuable, bottom-line insights to improve cash budgeting and profit planning. However, business owners, managers and entrepreneurs of closely held companies often feel they lack the keys to identifying practical opportunities locked within your existing financial information.

Tri Counties Bank has recruited the highly regarded Business & Banking Institute from Seattle, Washington to present a 2-day seminar that will provide you with concepts you can put to work immediately to improve your business.

This seminar is led by business owners and managers like yourself that use plain everyday language to coach how to better manage and control company finances through practical business-tested techniques. These skills will also help you more effectively communicate and understand your company’s financial advisors. A maximum of 25 participants ensures personal instructor attention, as well as networking with other local business people.

Several of our own Tri Counties Bank executives and bankers have been instructed by these financial management leaders and we are thrilled that we can now provide this practical business management training to our own customers.

Topics covered in the Seminar:
Understanding Why Companies Fail
Effective Use of Financial Statements
Cash Budgeting and Planning Strategies
Financial Forecasting
Valuing Your Company
Building a Quality Service Culture
Financing Your Business

Instructors: David & Kyle Enger
The engaging father and son founders of the Business & Banking Institute in Seattle, Washington are nationally recognized experts on subjects of financial management for small businesses including:

• Business owner financial management training
• Valuation of closely held businesses
• Merger and acquisition transaction structuring with deals ranging from $5 million to $200 million.
• Estate planning for owners of closely held business

Both hold MBA’s and are renowned for their simple, clear and appealing methods for coaching practical financial management techniques to improve profitability.

They both serve as board members on numerous corporations, consultant to banks nationwide and are top-rated instructors and directors at many of the nation’s banking schools, including Pacific Coast Banking School and The Graduate School of Banking in Colorado.

Tax Deduction & Education Credits
All expenses of continuing management education to improve professional skills are tax deductible. This seminar is eligible for 16 hours of Continuing Education credit for CPAs.



Contact Information

Payment Instructions

  • Seminar cost: $399.00 per person
    All major credit cards are accepted. 
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