Annual Financial Planning Workshop

Registrations have closed.

by ABC Central Florida

Paid

Demonstrate knowledge of the seven critical functions for every business, and self-diagnose areas for improvement. Remember key lessons from prior sessions. Outline relevant end-of-year financial considerations. Identify best practices for annual goalsetting and achievement plans.

Visualize where you want your business to be in the next three to five years and compile a list of activities that need to be prioritized to get there (Long-Term Goals). Choose which activities you will be focusing on next year to move you towards your long-term vision (Mid-Term Goals). Dissect annual activities into quarterly milestones that can be used to track and measure progress (Short-Term Goals). List the specific tasks that must be completed, in order, to reach each milestone and how they will be tracked (Deliverables).

Workshop PDF