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Accelerate: Financial Management Series
Learn financial management fundamentals to manage your business and plan for the future!
This five-part online series covers financial management for small businesses, including budgeting and bookkeeping, understanding and using financial statements, creating a financial forecast, and building your credit. These challenging sessions are hands-on and participatory, so come ready to engage with your instructor and your peers. It’s organized as a cohort, so you’ll sign up once for all five sessions.
1:1 direct no-cost technical assistance hours with a financial expert are available to all participants during this program.
Dates and Details:
Class dates: May 27 - June 24, 2025
Time: 4:30 - 6:30pm
Location: Online via Zoom
Cost: $25
Registration opens April 7
Program Features & Syllabus
Session 1: Introductions and Budgeting
Session 2: Bookkeeping
Session 3: Using Financial Statements
Session 4: Cash Flow & Projections
Session 5: Building a Capital-Ready Small Business
What You'll Learn
Learn about budgeting and bookkeeping
Learn about budgeting and bookkeeping and ideas and tips for your specific business.
Utilize financial forecasts for your business
Use financial forecasts to understand the impacts of different approaches and see which path will be most profitable.
Understand the main financial statements
Learn how to read a profit & loss statement, balance sheet, and cash flow statement for your business.
Create necessary pieces for financial reporting
Walk away with a working understanding that will guide your business towards financial success.
What to Expect
Practical Content
You’ll be able to apply what you’ve learned to your own business.
Challenging Material
If you’re new to the topics, this class may be challenging. You’ll be provided with a course book you can use to take notes and reference later. Be prepared to ask questions!
Small Group Learning Environment
Cohort is capped at 20 seats to ensure each participant receives individual support.
Sessions are Participatory
Come ready to participate, discuss concepts, ask questions, and apply your new knowledge to your own business.
1:1 Technical Assistance
Option to meet with a financial expert to review your business finance questions and goals.
About the Instructor - Chris Belna
Chris Belna is CEO, CFO, and Client Advisor at A La Carte Business Services (https://alacarteny.com/), a virtual accounting, payroll, and financial services company. Chris brings decades of business management and accounting experience, excelling in all areas related to the use of QuickBooks and various other accounting softwares.
Program sponsored by:
Questions? Contact:
Jennifer McGee, Program Manager
jemcgee@syr.edu
315.443.6396