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CPA Financial Literacy: A Healthy Balance Sheet and Why It Matters

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Okanagan co+Lab

204, 1405 St. Paul Street, Kelowna B.C.

Kelowna, BC V1Y2E4

Canada

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Join us for a free 1-hour Brown Bag Lunch and Learn session with Michele Leeners and Sylvia Gretchen, as a part of CPA Canada's Financial Literacy education for small businesses and entrepreneurs.

What does a healthy balance sheet look like? How can you best present your information to meet the needs of your investors and creditors? In this session, you will get tips on how to understand the picture your balance sheet is painting and some "cures" for an unhealthy balance sheet.

Check out the entire CPA Financial Literacy series hosted at coLab:

August 2nd, 12PM–1PM: The Top 5 Common Mistakes Startups Make
August 16th, 12PM–1PM: Financial Ratios & Why They Matter to Your Business
August 30th, 12PM–1PM: Getting Money - What Lenders and Investors Want
September 13th, 12PM–1PM: A Healthy Balance Sheet and Why It Matters
September 27th, 12PM–1PM: The Money Side of Business
October 11th, 12PM–1PM: Advanced Financial Statements
October 25th, 12PM–1PM: Growth and Expansion - How best to Grow Your Business


About Your Facilitators

Sylvia Gretchen, CPA, CGA, operates a small business public accounting practice in Kelowna. Her passion for helping people includes simplifying tax, budget, bookkeeping and accounting issues.

Michele Leeners, CPA, CA, has over 25 years of experience in senior finance and board of director roles. Her diverse industry experience encompasses start-ups to large corporations both private and public. Michele enjoys helping individuals and companies to better understand the complex world of finance.


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Date and Time

Location

Okanagan co+Lab

204, 1405 St. Paul Street, Kelowna B.C.

Kelowna, BC V1Y2E4

Canada

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