GTX SBW: 7 Steps to Fiscal Fitness
Date and time
Speaker: Steve Lefever; Introduction and Q&A: Carrie D. Bradshaw, CPA, CCIFP
About this event
In this pre-recorded presentation, Steve will outline the Profit Mastery Seven Step Road Map — a proactive “big picture” process to provide a stable planning framework. He will outline the specific financial tools necessary to evaluate the difficult trade-offs that must be made to avoid the “chuckholes,” “pitfalls,” and “myths.” You’ll be introduced to a collection of game-changing financial tools and concepts including: The Scorecard, the Roadmap, the Profit Mastery Assessment (PMA), the Cup Theory, and Financial Gap. This session will calibrate your strategic compass, enable you to see your business in sharp focus, clarify your path, and provide enhanced knowledge to evaluate critical financial decisions.
Topics include an overview of the following:
Seven Steps
1. Plan properly before start up
2. Monitor financial position
3. The price, volume, cost relationship
4. Manage cash flow
5. Manage growth
6. Borrow properly
7. Plan for transition
Speaker Bio: Today’s presenter, Steve LeFever, is one of the most sought-after independent business advocates working in North America today. He is amazingly adept at presenting sophisticated financial concepts and tools in practical, understandable language. And, his no-nonsense, laugh-out-loud approach will make the time fly!