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.

Gary entered the scene on our business when it was our darkest hour.

We had a series of bad events take place, and he stayed and helped us through them all. It was a three year process for us. We went from having meetings that were hours long- trying to figure out how to make the least amount of money go the farthest, to now meeting and discussing how to minimize our tax implications because we are doing well. He not only got alongside our business and helped us, but he taught us how to run our business. He taught us how to think and act business minded. He continues to be a tremendous asset to our company. We are truly a better company as a result of […] Gary’s endless efforts and genuine care for us as a company.

Springhetti Custom Outdoor Living
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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