Capital CFO+ Business Planning

Capital CFO+ Business Planning

Learn how to organize and file financial information for your business the right way!

By Community Loan Fund of the Capital Region

Date and time

Wednesday, May 22 · 2:30 - 3:30pm PDT

Location

Online

About this event

  • 1 hour

Title: Capital CFO+ Business Planning

Presenter: Sabrina Houser & Terry DeLong

Blurb: Have questions about how your organization should be organizing or filing financial information? Join this workshop to learn how to decode financial information for your company and various organizational types.

Bio: Terry DeLong - As an accomplished CFO with over 40 years of experience as a CPA and CMA, Terry has a proven track record of analyzing and evaluating company needs and developing short-term and long-term strategies for growth and stability. Terry has performed accounting for a wide range of industries, including insurance, manufacturing, wholesale and retail consumer goods, hospitality, marinas, and professional employer organizations. Terry has led the accounting and finance departments for several start-up companies, and he has provided them with the financial leadership to grow into top companies in their industries. Terry is an expert with finding the right technology and getting the most from your ERP systems and has patented an accounting system for a company when there wasn’t any available system on the market. He ran his own CPA firm in Lake George, NY for over 15 years. Terry is an honest, dedicated, trustworthy, and ethical CFO who can coordinate all of your financial efforts to help you reach your company goals. Terry has both his CPA (Certified Public Accountant) and CMA (Certified Management Accountant) certifications.

Social Handles: IG – capitalcfo https://www.linkedin.com/company/capital-cfo/ https://www.facebook.com/capitalcfo

Link:

Topic: Capital CFO+ Business Planning

Time: May 22, 2024 05:30 PM Eastern Time (US and Canada)


Join Zoom Meeting

https://us02web.zoom.us/j/86736343108?pwd=bUkxZitHVTd6Q0d4QnN0QzV0NVV1Zz09


Meeting ID: 867 3634 3108

Passcode: 410680

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Meeting ID: 867 3634 3108

Passcode: 410680


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