Date: Thursday, September 13, 2018
Time: 2:00 - 2:45 PM

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Meet Our Presenter

Here's what we'll cover...

Components of a good income statement

How to build your balance sheet

Break even analysis and debt service coverage

Critical ratios for financial health

Free Webinar:
How to Build a Good Business Financial Management System

Having a sound financial management system in place can help you plan for future business growth and better prepare your business to apply for financing when you need it. 

Carol brings more than 20 years of experience to Excelsior Growth Fund where she is part of the Business Advisory Services team. Carol works directly with small business owners and provides one-on-one technical assistance on best practices for financial management and accessing capital. She also has extensive experience presenting in-person group trainings and live webinars on a variety of business topics in conjunction with Excelsior Growth Fund’s community partners.

Carol O'Connell
Assistant Vice President
Excelsior Growth Fund


We're sharing tips and advice to help you better understand your business's financial health.

In this 45-minute webinar presented by Excelsior Growth Fund, our expert advisors will share advice on how to build a sound financial management system for your small business. We'll go over how to build and improve key financial documents such as your balance sheet, income statement and more.

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