Canopy Virtual Event

Numbers Scare Me & Other Excuses: A Guide on How to Take Financial Control and Lead with Confidence and Purpose

Thursday, Nov 16th / 2023 09:00 - 10:00 MST

Free Zoom Webinar

Please join us for a for a finance-focused webinar to learn the fundamentals and practices everyday business owners should follow to confidently make decisions and increase impact to your bottom line. Learn to lead with confidence, bolster your financial literacy to effectively manage your team.

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Josh Greenbaum

Canopy Finance Expert

Is this topic relevant to you and your organization?

We would love to hear from you - contact us at (720) 989-1705 or email [email protected].

Numbers Scare Me and Other Excuses: A Guide on How to Take Financial Control and Lead with Confidence and Purpose

Josh Greenbaum

Canopy Finance Expert

TOPIC

In this informative finance-focused webinar, with Canopy finance expert Josh Greenbaum, you will learn the fundamentals and practices everyday business owners and individuals should follow to confidently make decisions and increase impact to your bottom line. Learn to lead with confidence and bolster your financial literacy to effectively manage your team, take control of your money, and lead like a CFO.

Josh is an advisory CFO, author, and outdoor enthusiast living in Denver who supports consulting, digital marketing, and management and talent representation companies. It was while working at PricewaterhouseCoopers, one of the Big 4 international accounting firm that he gained exposure working with venture capital firms, Silicon Valley start-up companies, and Hollywood studios. From there, Josh took his experience and learnings from big company finance and business process and turned around to serve small businesses around the country.

In the 15 years since then he’s helped aspiring entrepreneurs, celebrities, and founders build financial models to raise money, create strategic plans to expand their teams, and prepare due diligence to exit their business. Through his work in service-based businesses, retail, e-commerce, technology, fashion, green-tech, as well as other industries, Josh is known for his dedication to bringing big business sophistication to small businesses, from companies of one to rapidly growing teams.

Josh’s book: ‘Numbers Scare Me & Other Excuses: A business owner’s guide to lead like a CFO’ educates business owners on how to take financial control and lead with confidence and purpose

TOPIC

In this informative finance-focused webinar, with Canopy finance expert Josh Greenbaum, you will learn the fundamentals and practices everyday business owners and individuals should follow to confidently make decisions and increase impact to your bottom line. Learn to lead with confidence and bolster your financial literacy to effectively manage your team, take control of your money, and lead like a CFO.

Josh is an advisory CFO, author, and outdoor enthusiast living in Denver who supports consulting, digital marketing, and management and talent representation companies. It was while working at PricewaterhouseCoopers, one of the Big 4 international accounting firm that he gained exposure working with venture capital firms, Silicon Valley start-up companies, and Hollywood studios. From there, Josh took his experience and learnings from big company finance and business process and turned around to serve small businesses around the country.

In the 15 years since then he’s helped aspiring entrepreneurs, celebrities, and founders build financial models to raise money, create strategic plans to expand their teams, and prepare due diligence to exit their business. Through his work in service-based businesses, retail, e-commerce, technology, fashion, green-tech, as well as other industries, Josh is known for his dedication to bringing big business sophistication to small businesses, from companies of one to rapidly growing teams.

Josh’s book: ‘Numbers Scare Me & Other Excuses: A business owner’s guide to lead like a CFO’ educates business owners on how to take financial control and lead with confidence and purpose

In this webinar, exclusive to Canopy consultants, clients and contacts, you’ll learn:

  • Cash flow management: Cash flow management is a key component to the success of your business. We will discuss contract terms, collection period, auto-ACH, and boundaries around scope of work
  • Framework for a strategic plan: Framework for a strategic plan takes many considerations including scaling up or down of revenue, personnel, augmentation or continuation of product or services, and your personal goals as the business leader
  • Pricing and profit: Pricing and profits look beyond the Profit & Loss statement of the business and dive into individual profitability of various service/product offerings and discuss roles and responsibility of your team
  • Cash reserve: Cash reserve is the plan for the rainy day. There are multiple considerations to implement into your life and business to prepare for swings in business