Financial Essentials for Your Business - A Two-part Workshop - May 19, 2014 - May 21, 2014 - Small Business Development Center - UW-Superior News and Events

Small Business Development Center

University of Wisconsin-Superior

Erlanson 305
Belknap and Catlin
P.O. Box 2000
Superior, WI 54880

ph. 715-394-8351

toll free 800-410-8351

Monday - Friday
8:00 a.m. - 4:30 p.m.

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    Financial Essentials for Your Business - A Two-part Workshop

    When: May 19, 2014 to May 21, 2014
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    Financial Essentials for Your Business - A Two-part Workshop

    Learn to take control of how much your business earns and how best to spend it. This two-part workshop helps you to understand essential financial statements used by lenders and accountants, and then use your own worksheets to your advantage.

    Attend one or both sessions to understand essential business financial statements:

    Session 1: Understanding Financial Reports
    Monday, May 19, 2014
    1:00 pm - 4:00 pm
    This session helps you understand the reasons that business growth and survival needs to be planned. You will gain the confidence of knowing what the numbers mean and how each worksheet helps you take action to make decisions, including:
    • Using meaningful information on your income statement
    • Reading and analyzing your balance sheet
    • Identifying differences between your balance sheet and income statement
    • Understanding and planning with cash flow projections
    • Understanding reasons why business growth needs to be planned and financed properly

    Session 2: Managing Cash and Capital for Profit
    Wednesday, May 21, 2014
    1:00 pm - 4:00 pm
    This session shows you how to compare and analyze the financial health of your existing business or plan for the future of a new one. You will benefit by preparing yourself to manage and present your own numbers and make a convincing financial request to a lender. You will learn how to:
    • Assess your financial condition by applying financial ratios
    • Understand what your lender is looking for and why, when obtaining a loan or line of credit
    • Apply for a loan and what the loan package will look like


    Download a pdf of the Financial Essentials Workshop flyer.



    Limited space available - register today!

    Register online for Financial Essentials For Your Business

    $165 for both sessions
    $85 for a single session


    Swenson Hall, Room 1058
    University of Wisconsin-Superior

    Led by guest instructor Kevin Hopkins:
    Guest instructor Kevin Hopkins, who is president and CEO of Telephone Associates, Inc., has 28 years' experience as a Controller and Chief Financial Officer with the owners of several well-known regional entrepreneurs. His previous business endeavors included Link Recreational, Louis Kemp Seafood, and The Flaherty Group (Blackwoods and Perkins Restaurants).

    In 2000 he moved to the Fiji Islands to assist a start-up tuna fishing and exporting operation. Two years later he returned to his hometown of Superior, where he became a partner in the purchase and development of what is now known as the Blaine Business Center.

    The following year he assisted in the start-up of Clearly Superior, Inc., a business that successfully developed and patented a beverage product for the medical industry.

    Mr. Hopkins holds a degree in accounting from UW-Superior.

    Please watch for dates of future sessions to be announced!

    Questions? Contact the Small Business Development Center at:
    (800) 410-8351 or

    The SBDC is funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Julianne Raymond, UW-S, PO Box 2000, Superior WI 54880, ph. 715-394-8351 to make such arrangements. An EEO/ADA employer, the University of Wisconsin provides equal opportunities in employment and programming, including Title IX and ADA requirements.
    Event Contact: Small Business Development Center | 715-394-8351 | sbdc{atuws}
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