Sept 23rd, Excel Tips for Business Planning and Projections

Date and time

-

Location

Online

Host organization

Greater Hartford SCORE Chapter

Type of event

Resource Partner event

Event description

Free Score Webinar Series

Business owners wear many hats, starting with creating a product or service that resonates with your customers. But there are other aspects that are important to growing your business and staying one step ahead of the competition, including mastering business tools like Microsoft Excel.  This two part series will help you learn the best tips in using Microsoft Excel to turn data into actionable information to run your business.

 

Microsoft Excel can be a powerful tool for managing your business, but it can be overwhelming to know where to start. In this session, we will walk you through the basics of organizing your data and building spreadsheets with formulas to display your key business information. We’ll show you how Excel can be used to build revenue and cash flow projection models and prioritize your projects. You’ll learn the key formulas to know and tips to make sure they are working correctly for your business data.

Key takeaways:

  • How Excel can benefit business owners
  • Organizing your data and building your spreadsheet
  • Key formulas to learn

Don’t miss this opportunity to learn how you can use Excel to capture the critical data you need to run your business.

Presenters:  Steve Mahoney and Kathleen Thompson

 

Webinar Presenters Bios:

 

Presenter: Steve Mahoney, SCORE mentor

Steve Mahoney is a certified mentor with SCORE Greater Hartford. He has over twenty years of experience in financial planning, budgeting, financial analysis, strategic planning, accounting and auditing. He has experience with large and small organizations, working across multiple disciplines including Finance, Legal, HR, Communications, and Business Operations.

Social media links: 

https://www.linkedin.com/in/stephen-mahoney-0a46a1126/

 

Presenter: Kathleen Thompson, SCORE mentor

Kathleen Thompson is a professionally trained singer and public speaker. She gained experience leading through change and communicating in difficult situations with 7 mergers and acquisitions while working in finance and technology.  Kathleen now writes and produces her own music. She’s been a Score volunteer for 5 years. Kathleen also coaches people to develop their story and voice so that what others hear is what they intended to say. Her unique blend of story crafting and voice techniques help you not only tell a better story, but also tell a story better.  You can find her at https://kathleenannthompson.com/


 

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