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Financial Projections (WBC 4/26/22)

April 26 @ 6:00 pm - 9:00 pm

Duration: 3 hours

Before starting a business, one must have an idea if the business will be a viable venture or not. How does one do this? One of the ways to do this is by running the Financial Projections.
The Financial Projections class takes participants through the simulation of a business’ financial statements, giving them an idea of what it would take to realistically survive in today’s market given their chosen assumptions.

 

Instructor Alex Nerguizian

He has over 19 years of experience in the field of personal and business finance from both the private and the non-profit sectors. He spent seven years in banking where he specialized in wealth management and lending to support personal and small business clients. As a consultant for the last 12 years, he has worked assisting various non-profit organizations, both in the San Francisco Bay Area and across the nation, by delivering financial education curricula, offering technical assistance and providing coaching training and support to capacitate non-profit staff in their fight to bridge the financial wealth gap in our society. Alex has been part of the NeighborWorks’ faculty where he teaches various financial capability courses including their Financial Coaching courses since 2011. He’s also been a part of the UnidosUS and CFPB faculty since 2016. As an entrepreneur, he currently juggles 3 projects that include owning a Food Truck (www.nissabar.com), developing a Financial Mindfulness App (www.myvizmap.com), and running an Online Class/Blog (www.zerotofoodtrucker.com). Being born and raised in Argentina, Alex can provide all his services in Spanish. He graduated from UC Davis with a Bachelor of Science degree in Managerial Economics in 2004. Since 2014, Alex has been certified as an Accredited Financial Counselor by the AFCPE. In 2018, he was certified as a Financial Fitness Coach through Sage Financial Solutions.

 

 


There is a new way to register! You can now register using your client profile. By setting up a client profile, you will not have to fill out the same personal information for each workshop you register for, making it faster and easier in the long run! 

a)  If you already have a Client Portal Profile, click the Register button below.

  • In the Client Portal, go to the Calendar tab (top left) and select Financial Projections (WBC 4/26/22), click enroll, answer the questions, and submit! You will receive a confirmation email with the Zoom link.

b) If you don’t have a Client Portal profile, create one at this link. Make sure to use the same email address you have used in the past with Renaissance. You may change it later, but this allows our system to recognize you. 

If you already have an intake form on file, you’ll see the Calendar tab in the top left.

If you do not, you will need to fill one out before you can see the Calendar tab. It may also ask you to update your information.  The user interface isn’t perfect, so make sure to scroll up and keep clicking “Continue” or “Sign” in order to complete the forms. If you have any problems during this, please contact Isla Covarrubias at wbc@rencenter.org.

Once the Calendar tab is visible, you can register by going to your profile’s calendar tab and selecting Financial Projections (WBC 4/26/22), hit enroll, answer the questions and submit! You will receive a confirmation email with the Zoom link.

You can also watch this video that will show you step by step how to create the Client Portal

Client Portal Profile – DEMO

If you have any questions about the class or you have problems with creating a client profile, please do not hesitate to email wbc@rencenter.org!

 

Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions, or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA. All SBA programs or cosponsored programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested, at least 2 weeks in advance. Contact: Isla, Isla@rencenter.org, (415) 348-6227

register here

Details

Date:
April 26
Time:
6:00 pm - 9:00 pm
Cost:
Free
Event Category:
Event Tags:

Organizer

Isla Covarrubias
Phone:
(415) 348-6227 
Email:
isla@rencenter.org