Financial Management Practices

Uptima Entrepreneur Cooperative provides holistic and culturally relevant education, advising, and community to support diverse entrepreneurs in creating thriving businesses in service to their communities.

Uptima Entrepreneur Cooperative

Develop strong financial management practices for your business.

Strong financial management is the backbone of a successful business. This practical workshop will equip you with essential tools and practices for managing your business finances effectively. You'll learn how to establish sound financial processes, set meaningful financial goals, and maintain accurate accounting records.Through hands-on exercises and collaborative discussions, you'll develop a comprehensive financial management plan that includes budgeting strategies, record-keeping systems, and regular financial review practices. You'll leave with practical tools and templates to implement these practices in your business immediately.Agenda10:00 AM - 10:30 AM HST - Introductions &amp; Financial Management Overview10:30 AM - 11:00 AM HST - Content Discussion: Essential Financial Practices11:00 AM - 11:45 AM HST - Interactive Activities &amp; Group Discussions11:45 AM - 12:00 PM HST - Reflection &amp; Next StepsAbout Your Event HostUptima Entrepreneur Cooperative is the nation's first cooperatively owned business support organization, providing holistic and culturally relevant education, advising, and community to support diverse entrepreneurs in creating thriving businesses. Uptima has supported over 1,000 diverse entrepreneurs in gaining education and advising to explore business ownership as a pathway for wealth creation.About Your Event SponsorThe Office of Economic Revitalization (OER) Ke Keʻena Hoʻomohala Waiwai was established in the City and County of Honolulu in 2020 to provide leadership, information, and resources for Oʻahu's economic development. OER is building a strong economy that improves the quality of life for every community, small business, and 'ohana on O'ahu.Running a small business can be tough, but you don’t have to do it alone. The State Small Business Credit Initiative (SSBCI) Hawaii Technical Assistance Program is here to help you navigate funding opportunities, streamline operations, and build a stronger foundation for long-term success. OER provides legal, accounting, and financial advisory services to help businesses apply for funding, manage finances, and make smart decisions for growth. Whether you’re just starting out or looking to expand, our team is ready to support you every step of the way.Learn more at <a href="https://oahubusinessconnector.org/state-small-business-credit-initiative/" title="https://oahubusinessconnector.org/state-small-business-credit-initiative/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">https://oahubusinessconnector.org/state-small-business-credit-initiative/</a> or email obc@honolulu.gov.This project is being supported, in whole or in part, by federal award number SSBCI-21031-0056 awarded to Hawaii Technology Development Corporation by the U.S. Department of the Treasury. For more details, visit<a href="https://urldefense.com/v3/__http:/www.htdc.org__;!!LIYSdFfckKA!yU4L0D3Jo8rvq1l8MI0-L5oT95WohXwGTAtP4iBF85HwUc2nTNPYw6gUCtWv4L0qrfZmljPl4fVk7S0OvaTXctCiEss_gU5xvsD-$" title="https://urldefense.com/v3/__http:/www.htdc.org__;!!LIYSdFfckKA!yU4L0D3Jo8rvq1l8MI0-L5oT95WohXwGTAtP4iBF85HwUc2nTNPYw6gUCtWv4L0qrfZmljPl4fVk7S0OvaTXctCiEss_gU5xvsD-$" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer"> www.htdc.org</a> or email us at info@htdc.org.

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Financial Management Practices

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