Name
Building Wealth: Leveraging Today's Numbers for a Profitable Future | A Hands-on Workshop, April 21
Date & Time
Monday, April 21, 2025, 10:00 AM - 4:30 PM
Description

In today's fast-paced financial world, staying ahead requires more than just technical expertise, it demands sharp analytical skills and practical tools. This interactive workshop puts you in the driver’s seat, challenging you to collaborate, problem-solve, and analyze the financials of a fictitious company. You'll gain firsthand experience using elements of CEDIA’s powerful business toolkit.

Forget dry lectures — this immersive session is designed to deliver actionable insights that will empower you to make smarter, more profitable financial decisions. Get ready to roll up your sleeves and walk away with the skills and confidence to elevate your financial strategies.

Format: 

  • Full-day workshop 
  • Work independently or in groups of 2-3 company owners (preferably similar size companies) 
  • Hands-on exercises focusing on the areas above and using the templates from the toolkit

Target audience: 

  • Self-employed individuals looking to start a business
  • Business owners with 1-10 employees looking for growth
  • Electrical contractor businesses looking to branch off into smart home technology

What to bring to this webinar

  • Your laptop computer that has the ability to run Excel
  • Your Financial Statements (you will not be required to share with other participants unless you agree)
    • Profit and Loss for current year and/or for last year
    • Balance sheet 
  • Your willingness to learn and ask questions

Workshop Highlights:

Financial Foundations: Begin with a comprehensive overview of the key financial concepts and terminology that form the building blocks of a strong financial foundation. We will be using CEDIA’s free business toolkit for our hands-on work

Data-Driven Decision Making: Explore how to gather and analyze your financial data effectively. Discover the power of data-driven decision-making and how to use financial statements to gain insights into your current financial health. Understand the role of ratios and metrics in assessing your financial performance.

Goal Setting and Strategy: Learn how to set realistic financial goals and create a strategic roadmap to achieve them. Understand the importance of aligning your short-term actions with your long-term objectives. Develop strategies to optimize your financial resources and make informed investment choices.

Interactive Case Studies: Engage in interactive case studies and group activities that simulate real-life financial scenarios. Apply the concepts learned throughout the workshop to solve financial challenges, fostering a deeper understanding of practical application.

Join us for the " Building Wealth: Leveraging Today's Numbers for a Profitable Future” workshop and embark on a journey toward financial empowerment and success. Seize the opportunity to equip yourself with practical skills that will serve you for a lifetime. Space is limited, so reserve your spot today and take the first step toward building a secure and profitable financial tomorrow.

Session Type
Class
Speaker
Leslie Shiner - The Shiner Group