Using Microsoft Excel for Cash Flow Projection

Excel is a powerful business tool. It's a great way to see how your business will do on its current trajectory. 

Is what you are currently doing enough to help you stay resilient? Or how will your business do if you make some adjustments? These are important questions as we all recover from the pandemic. And Excel is one way to figure out your projections to help make sure you're on the right track. 

During this webinar, you’ll discover how Excel can be used to forecast cash transactions in a Cash Flow Projection model. Linda will show you how to set up a spreadsheet in Excel and then Joe will go over how you can use it as a tool for your budgeting and forecasting needs.

If you attend the webinar, you’ll receive a copy of the model used in the session.

Instructors: Linda Fitzgerald and Joe Rodola, SBDC consultants.

Linda Fitzgerald has more than 30 years of experience in the corporate world, the private sector, the start-up arena, and as an entrepreneur for her own business. She is a Certified High Performance Coach, a professional development trainer, and a speaker here to help you and your team unlock your hidden potential.

Joe Rodola comes to the SBDC with over 45 years experience in the Credit field. 25 years in lending, 13 years as Director of CCCS Redding, a debt consulting agency, 20 years teaching various financial classes, 10 year owner of his own service business (Joe Rodola's Debt Consulting) and 8 years helping small business startups and helping them gain access to capital for both SCED and the SBDC.