Sharing Lessons from Actual Business Owners

Workshops

Gary's Clients

Today in our fast-paced world it is hard for small business owners and entrepreneurs to go back to school while keeping their businesses afloat. Gary is dedicated to teaching the competencies business owners would receive in corporate finance and strategic management courses outside of the classroom. Gary specializes in helping small to medium businesses with revenues under $20 million and less than 100 employees learn on the job.

One of the things he is most proud of is his relationships with his clients. Gary enters the relationship thinking as an equity partner in the business. Of course, he is not, but often the owner is the sole person thinking “on the business” and the owner finds they cannot talk about the sensitive issues of running a business with their employees or spouse. Gary provides a safe space to talk about these challenges and provides the knowledge on how to overcome them, coming from his 20+ years of being a business owner himself.

Working with Gary has been incredibly rewarding and educational.

Gary challenges me to think outside of “my think box”, and expand my roles in my business beyond my “technician” role. Gary has encouraged me to read a book called “The E-Myth”. The book is incredibly encouraging and I highly recommend it to all who are thinking of going into business for themselves. Gary and I are currently working on budgets, profit and loss statements and providing me with the tools needed to make mature, educated decisions and be able to work through different financial scenarios. It has been, and continues to be an incredible insight to building a successful business!6

Wisconsin Swim Academy
Lunch and Learn Mini Workshops

A Lunch and Learn workshop is an informal session scheduled during a lunch break. It typically involves a short presentation with a discussion on a specific topic, where participants can enjoy their lunch while learning. The goal is to provide professional development opportunities in a relaxed, convenient setting, fostering a culture of continuous learning and engagement within the organization.

Financial Literacy
Duration: 1 hour

Equip participants with fundamental financial literacy skills to better understand and manage their business finances.

Session Breakdown:
  • Welcome and Introduction (5 minutes)
  • Understanding Financial Statements (15 minutes)
  • Key Financial Ratios (15 minutes)
  • Budgeting and Forecasting (10 minutes)
  • Debt Management and Financing Options (7 minutes)
  • Building Financial Literacy in Your Team (5 minutes)
  • Wrap-Up and Q&A (3 minutes)
Materials Needed:
  • Projector and screen for presentation slides.
  • Handouts with session outline, sample financial statements, ratio calculation exercises, and budget templates.
  • Name tags and pens.
  • Complimentary lunch setup.

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