Business owners likely started in the depths of their industries as a designer, engineer or in a trade. They saw an opportunity to develop and build a better business. In starting that business, they most likely do so without a background, knowledge, or passion to understand the finances. Now, with no prior understanding of finances and accounting, how do business owners approach and try to understand the world of fiscal business matters?
This session is for business owners and leaders trapped in the vicious cycle financial illiteracy, frustration and maybe even embarrassment. But don’t worry, this is NOT an accounting lesson! Learn to direct your accounting team to deliver exactly what is needed and when you need it. Discover the quick, simple and intuitive financial information you need so you can make the best decisions possible for your business. No accounting jargon, no complex reports.
Walk away with simple tools knowing how to evolve from financial frustration (and the screaming headache that comes with it) to totally dialed in information you can understand and use to drive your next round of growth.
- Clearly understand your current financial position
- Understand the three key financial issues facing the business (no matter what)
- Gain clarity on the non-issues vs. real issues
- Brainstorm a solution to the businesses top three financial issues
- Understand how to do all initial assessments in in 20 minutes or less without ever looking at a standard set of financial statements
This session is FREE to attend and located in the Best Practices Learning Center inside the Expo Hall. Availability is on a first-come, first-serve basis, and space is limited.
Founder and CEO, Shift Financial Insights
Spencer has the rare and unique combination of speaking both the languages of accounting and entrepreneurship. As an accountant, he’s a 20 year CPA, CA. As an entrepreneur, he’s owned businesses in manufacturing, construction, cold storage, real estate and now, financial services. With the goal of making accounting not suck, Spencer is now the CEO and founder of Shift Financial Insights, providing ridiculously simple accounting and financial insights for businesses on the rise. Guided by the belief that entrepreneurs can change the world, Shift is on a mission to help small and medium-sized businesses by removing their financial blind spots and turning the numbers side of the business from a source of pain to a source of power! Spencer is the best-selling author of Entreprenumbers, the surprisingly simple path to financial clarity. He is also a highly rated international speaker, delivering engaging and actionable keynote presentations and workshops to industry and membership associations such as TEDx, the Entrepreneurs’ Organization (EO) and TEC Vistage. Using the same drive in sport as he does in business, Spencer is a passionate endurance athlete and has completed several marathons, ultramarathons as far as 100 miles/160 kilometers, Iron Man, distance cycling events, and a marathon distance swim.
Earn Continuing Education Credits:
Approved for 1.0 AIA Learning Unit