Budgeting, Saving, and Goal Setting

Keeping your business finances on track starts with having the right plan. Whether you’re just getting started or looking to grow, this session will help you build a strong financial foundation that supports both your business and your personal goals. You’ll walk away with practical tools and strategies you can start using right away to manage your money more confidently and plan for long-term success.

Here’s what you’ll learn:

• How to create and maintain a budget that aligns with your personal and business goals
• Smart saving strategies to strengthen financial stability and prepare for new opportunities
• Simple goal-setting methods to help you stay focused and measure your progress

Reserve your spot and learn how to make your money work for your goals!

About the Speaker

Kenya McCoy-Taylor is the Community Manager for Dayton, Ohio at JPMorgan Chase, where she delivers financial health education and builds meaningful partnerships with community leaders, nonprofits, and small businesses. With 30 years of experience in financial services and community engagement, she previously served as Vice President of Corporate Responsibility and Community Relations at KeyBank.

Deeply involved in civic service, Kenya holds leadership roles with the Greater Dayton Realtist Foundation, United Way of Greater Dayton Area, and Central State University’s Business Advisory Council. Her dedication has earned numerous honors, including the “Future of Philanthropy” Award from United Way, the “Marie Kendrick Fair Housing Award,” and the “Cora H. Diggs Outstanding Realtist” Award.

The Economic & Community Development Institute's Women's Business Centers of Ohio guide individuals at any stage of the business process. Through one-on-one counseling sessions with WBC staff and volunteers, you can get the direction and resources to meet your goals. Business advisers want to help you successfully start a business, or grow and expand your existing business -- increasing revenue and creating jobs for the local economy.

The WBCs present training workshops regularly to provide access to small business knowledge at no charge. They are the only SBA-funded Women's Business Centers in the state.