Financial Management Series (2026) - IN-PERSON | 3-Part (Herndon)

Dates: Oct 8th, 15th, & 22nd, 2026 (Thursdays) | Time: 8:30 AM - 11 AM
(Breakfast Included)
Fee: No Fee, thanks to sponsors

One registration for all 3 sessions.

Series Description:

If you are a business owner and/or senior manager, this 3-part, in-person workshop series is for you!

Learn about cash flow, forecasting and budgeting, growth strategies, dashboards and processes to manage your small business finances successfully.

---

Thu, Oct 8th, 2026
Module 1
Part 1: Building and Managing an Accounting System that works for you.

• Basic accounting explained – we will examine your chart of accounts, reports, and processes.
• Accounting Software - how to select the system that’s right for you
• Advanced bookkeeping – tracking inventory and direct costs

Part 2: Managing Cash Flow

• Improving cash collections techniques
• Expense payment management
• Tax Planning

---

Thu, Oct 15th, 2026
Module 2
Part 1: Building your Forecasts and Budgets

• Building a simple to use cash basis annual forecast
• Building a multi-year financial plan

Part 2: Building a Performance Dashboard

• Understanding Key Performance Indicators (KPIs)
• Building a reporting system for those KPIs

---

Thu, Oct 22nd, 2026
Module 3

Planning for the Future

Part 1: Growth Strategies

• Investing in Growth – the planning process
• Obtaining financing
• Business valuation
• Buying a business

Part 2: Protecting your Business and Exit Strategies

• Risk mitigation strategies
• Selling your business

Presenter: Timm Johnson - Director & Senior Business Counselor, Mason SBDC

Sponsors: Town of Herndon Economic Development | Partners/host: Office Evolution - Herndon