Your numbers, your story

Learn what you and other women entrepreneurs need to run a successful business.

Young woman using a calculator while looking a business documents

Time frame: 60 min

Audience: women entrepreneurs

LEARNING OBJECTIVES FOR PARTICIPANTS:

understand what is critical to success and the impact
review and understand financial statements
calculate and understand the key financial ratios for your business
the meaning of the calculations
interpret the results to better manage your business
review and change your cash management practices so less cash is required to operate the business

Outline:

what it means to be a woman entrepreneur
what is critical to success and the impact
financial statements
- What does my P&L tell me?
- Why do I need a balance sheet?
- Where is my cash coming and going?
financial ratios
- How profitable is my business?
- What’s the trend in my profits?
- Can we pay the bills? Can we pay the bank?
maximizing your business
- Do we have enough cash to pay expenses?
- How much cash do we need for expansion?
- How do I measure and monitor operational efficiency?
tools and resources
Q&A

LEARNING MATERIALS:

Activities
- Self reflection
- Financial statements
- Minding your own business – My financial statements
- Financial Analysis
- Minding your own business – Working capital
- Compare & Contrast
Working capital & efficiency
Strategies to improve your working capital

QUESTIONS?

For questions, please email us.

Proudly sponsored by Canada Life, our National Development Sponsor.

WANT A SESSION IN YOUR AREA?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

12 weeks’ notice needed to setup a session.
Requests must be submitted by the request deadline.
If more than five sessions are needed, please contact us directly.

For more information, visit setting up a financial literacy session.

Request a session

CPA Canada uses this information for the purpose of setting up and coordinating financial literacy sessions for your organization. When necessary, CPA Canada will share this information with CPA volunteers for the purpose of performing this request. We will retain this information for as long as is necessary to fulfil this purpose. For more information and how CPA Canada processes your data, please refer to our privacy policy.

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