Calendar Meeting List

Registration Deadline: 11/10/2025 4:00 PM (EST)
Fee: No Fee

Register Here

Point of Contact: Diane McFarland

Program Format: Online Meeting (Live)

Training Topics: Accounting/Budget, Cash Flow Management

Description:
You wouldn’t build a house without blueprints. You wouldn’t plan your retirement without a roadmap. So why are so many business owners flying blind into the new year? In this hands-on, no-fluff workshop, business finance expert Patrick Shurney will show you how to build a 12-month profit forecast for 2026—without complicated spreadsheets, broken formulas, or hours of frustration. Using the numbers already in your accounting software (like QuickBooks or Xero), you’ll learn how to:

• Spot the patterns in your past performance
• Set realistic monthly sales and expense goals
• Build a plan that aligns with your cash flow, not just your wish list

Whether you're aiming to grow, stabilize, or simply stop stressing about money—this workshop will help you step into 2026 with clarity and confidence. Presenter, Patrick Shurney; 3P Consulting Patrick Shurney is a former corporate banker who has reviewed over 10,000 financial statements and helped secure more than $2 billion in business financing. Now a small business coach and consultant, he helps entrepreneurs create financial blueprints that actually lead to profits.

Instructions: A log-on link will be sent to registrants the day/evening prior to the training.