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CPA Financial Literacy: Getting Money - What Lenders and Investors Want

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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 Judy Lloyd, as a part of CPA Canada's Financial Literacy education for small businesses and entrepreneurs.

What does it take to shake loose some money from your banker or an investor? What are they looking for as they review your application for funds? Learn how you can prepare your business to present the best possible picture.

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

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.

Judy Lloyd, FCPA, FCMA is a business management consultant. She spent 30 years in public practice working with entrepreneurs. Judy also teaches entrepreneurship and business planning through Community Futures Development Corporation.

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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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