Financial Forecasting and the Decision-Making Process
Growth, Partnership, and the Language of Trust: A Business Imperative
Location
ExCITE Riverside
3600 Lime Street #Building 7 Suite 725 Riverside, CA 92501Agenda
9:00 AM - 9:30 AM
Short Introduction: Kick off the session with a brief self-introduction.
1. Do you need a Business Operating System to avoid failure and scale?
3. What is Bright Business System?
2. Business Expert Club
9:30 AM - 10:00 AM
Bright Business Operating System— Open Mastermind Session
Florin Diumea
10:00 AM - 11:00 AM
Your Business Journey:
About this event
Event Description:
8 out of 10 small businesses fail within their first 18 months, and one of the top reasons is poor financial planning and forecasting? Studies show that over 60% of business owners struggle with financial forecasting, making it difficult to qualify for loans, attract investors, or seize new growth opportunities. Many founders are dedicated and passionate, but without the right financial tools or advisors, they miss out on critical funding and stall their business growth.
Join us on July 18 for an in-depth session on Financial Forecasting and the Decision-Making Process—essential skills for any entrepreneur, founder, or business leader aiming to qualify for loans, attract venture capital, or secure investors.
In this interactive event, we’ll cover the fundamental elements every business owner and investor should know about financials and forecasting. You’ll learn how to build reliable financial projections, understand what lenders and investors look for, and use forecasting to make smarter, more confident decisions for your business.
Key topics include:
- The basics of financial forecasting and why it matters
- How to use forecasts to improve business performance and growth
- What banks, VCs, and investors want to see in your numbers
- Tips for making better financial decisions
- Common mistakes to avoid and best practices to adopt
Whether you’re looking to secure funding or simply want to strengthen your business strategy, this event will provide actionable insights and practical advice to help you succeed.
Don’t miss this opportunity to network with fellow business leaders and gain the financial clarity you need to grow!
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What to Expect:
→ A guided group discussion on this month’s core topic: Financial Forecasting and the Decision-Making Process
→ Interactive breakout dialogue to share challenges and perspectives
→ A featured guest speaker
→ A relaxed, curated networking mixer (no pitches, no pressure)
All Bright Business events are designed to spark strategy, collaboration, and connection—not just another networking meetup.
This is not a pitch fest. No hard selling. Just real conversations with real people building real businesses. If you’re looking to join a group of founders, experts, and executives committed to doing business with clarity and purpose—this is where you begin.
Who Should Attend:
• Business owners & founders
• Subject matter experts, consultants, and service providers
• Executives and decision-makers at local companies
• Professionals exploring leadership and community-building
At the end of the session, we’ll share how you can become one of the founding members of the Bright Business Club and continue growing with us monthly.
Agenda:
9:00 am - Short Introduction:
- Kick off the session with a brief self-introduction..
9:30 am - Understanding BBOS:
- Dive into what BBOS is and how it can be a crucial support for your business journey.
- Explore the Accountability template with a dedicated Q&A session.
10:00 am - Your Business Journey for 2024:
- Reflect on your Current State and envision the Future State.
- Share challenges faced and discover potential support solutions.
11:00 am - Meeting Conclusion:
- Wrap up the formal part of the meeting.
11:00 am onwards - Open Networking Session:
- Stay for an informal networking opportunity.
Preparation Checklist:
- Craft a short bio, specifying the problem your business solves, and outline your request.
- Consider what you expect from a community/mastermind.
Upcoming Meeting Dates and Times:
- Think about a location for the next monthly meeting.
Thank you for your participation!
2151 Michelson Drive #suite 200, Irvine, CA 92612
Frequently asked questions
The Bright Business System encompasses three essential elements: the transformative Bright Business Model, comprehensive learning tools, and the dynamic Bright Business Mastermind. Supported by a network of B2B professionals, it empowers purpose-driven entrepreneurs to elevate their businesses.
Startups innovate, disrupt, and scale rapidly, often seeking external funding. Community accelerators foster local business growth, connecting SMBs with resources and collaboration.
Strategizing the business journey equips entrepreneurs with a roadmap for success. It aligns goals, anticipates challenges, and maximizes resources. By planning strategically, entrepreneurs can make informed decisions, adapt to changes, and ensure their ventures thrive in a competitive market.
The 2x2 Human-Centered Matrix provides a map of the 6 Critical Questions, aiding focused action planning. It enhances efficiency using the Principle of Least Action.
Offer the opportunity to local entrepreneurs to connect in a proactive and constructive environment.
Organized by
When you join a local Bright Business Club, you become part of a dynamic community of local business owners and experts. You also gain access to the Bright Business Platform, which includes the Bright Business Operating System (BBOS), the Business Lab (B Lab), a Mastermind Group, and the B2B Expert Club—components designed to enhance your business operations, provide continuous learning, and foster strategic collaborations.