2025 Build Momentum & Grow Lunch & Learn Workshop Series
Topic: Financial Literacy & Planning: Understanding Business Financials
Workshop Description
Description of Learning Objectives
- Interpreting Financial Statements – Learn how to read and analyze income statements, balance sheets, and proforma statements
- Break-Even Analysis & Profitability – Learn how to calculate break-even points and improve profit margins
- Key Financial Ratios & Metrics – Understand essential financial ratios and how they impact business decision-making
- Forecasting – Develop effective techniques and financial projections for growth
Presenter: Scott Rogalski
Scott Rogalski is a seasoned business finance expert with nearly 20 years in growth strategy, capital access, and partnerships, supporting small businesses across California. After earning a Finance degree from Sacramento State, he held leadership roles at Wells Fargo and Farmers & Merchants Bank.
In 2015, Scott founded a nonprofit to connect small businesses with resources, followed by a consulting firm. Now at NorCal SBDC, he strengthens partnerships and leads programs empowering businesses statewide.