Building Your Business Financial Foundation: From Survival to Success

2-Hour Financial Wellness Webinar for Small Business Leaders and Their Finance Professionals

Course Summary:

Join Shana Cooper, CPA, founder of The AccountAbility Team, as she shares fundamental strategies to transform your small business finances from a source of stress to a foundation for success. This focused 100-minute webinar combines proven principles with her structured approach to help you build a solid financial foundation, create long-term business value and ensure a sustainable future for your business.  Both business leaders and finance professionals are encouraged to attend to align their understanding of these essential concepts and work together more effectively toward their shared financial goals. 


Course Overview

Build confidence in your small business's financial future through proven strategies and practical wisdom. In this transformative session, Shana Cooper, CPA, draws from her experience helping businesses thrive to show you how to create strong financial systems that support sustainable growth. Whether you're struggling with cash flow challenges or wanting to strengthen your financial foundation, you'll learn actionable steps to take control of your business finances and create lasting success.

Who Should Attend

  • Small business owners and entrepreneurs

  • Business and operations managers

  • Accounting and finance professionals

  • Financial decision-makers

  • Controllers and financial managers

Learning Outcomes

After completing this webinar, participants will be able to:

1. Assess their current business financial health

2. Implement essential budgeting and cash flow management processes

3. Create practical strategies for debt reduction and profit enhancement

4. Establish sustainable financial habits and review systems

5. Build comprehensive optimization and protection strategies for business assets

Key Topics Covered

  • Characteristics of a strong finance foundation

  • Identifying core business values

  • Creating a financial vision and actionable goals

  • Understanding and improving money habits

  • Implementing effective financial strategies

  • Building essential financial safeguards

  • Setting up regular review processes

  • Working collaboratively with finance professionals

Format

  • 100-minute live presentation

  • Q&A time included

  • Presentation slides provided

  • Self-assessment available

CPE Information

  • Program Level: Basic

  • CPE Credits: 2.0

  • Field of Study: Business Management & Organization

  • Prerequisites: None

  • Advanced Preparation: None

  • Delivery Method: Group Internet Based

About the Presenter

Shana Cooper, CPA, founder of The AccountAbility Team and Happy Homes and Families, specializes in business and personal financial wellness. Her practical approach makes complex financial principles accessible and actionable for finance professionals, business leaders and people just like you.

 
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