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SBDC 2024 PreCon
Boost Your Financial Coaching Skills and Confidence with
Our Free Interactive Pre-Conference Workshop

Monday, September 9, 9am-5pm

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__Jeannette Pigeon

This workshop exceeded my expectations! The interactive exercises and real-world scenarios helped me to gain hands-on experience and build my confidence as a financial coach. I highly recommend this workshop to anyone who wants to improve their skills and knowledge in this field.

Jeanette Pidgeon, CBAP, CPP

Director, Mohave Community College SBDC

The Agenda – Here’s What We’ll Cover

Use Coaching and Counseling Techniques: choose the right approach for the best results

Calculate Breakeven PLUS: reveal the volume and costs that drive profitable growth 

Assess Financial Statements and KPIs: boost insights, set goals and execute a plan

Win the Race to Profit: know the timeline to yield profitable sales before the cash runs out

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Registration is Complimentary

but you must register in advance

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estella

As an SBDC counselor, I found this workshop to be incredibly relevant and useful. I was a bit nervous about attending this workshop, as I don’t have a financial background, but the instructors did a fantastic job of making the material accessible and easy to understand.

 

The instructors were knowledgeable and engaging, and the network opportunities were fantastic. I left feeling more confident and competent when working with small business clients. This workshop is a must-attend for anyone new to the small business counseling field.

Estella Woodley, CSP

Assistant Director, KCC Small Business Development Center

__Dean Day

Attending Profit Soup in Nashville was not only incredibly informative but also a fun experience, blending valuable insights with an engaging atmosphere that made learning enjoyable.

Dean Day
Business Consultant Louisiana SBDC, McNeese State University

WHAT'S INCLUDED?

Financial Coaching Workshop
Financial Coaching Workshop that's interactive, energizing and fun 9 am to 5 pm
A Resource Book filled with coaching tools, checklists & activities to use in your advisory sessions
A Resource Book filled with coaching tools, checklists & activities to use in your advisory sessions
Idea-sharing and networking with like-minded professionals
Idea-sharing and networking with like-minded professionals

What You’ll Gain by Attending

Learn essential skills to become a better financial coach to your small business clients.

Discover practical tools and techniques for helping business owners improve their profitability and cash flow.

Get hands-on experience with interactive exercises and real-world scenarios.

Boost your confidence and competency when working with your clients.

Stay up-to-date with coaching best practices.

Gain new insights and perspectives on financial coaching and small business financial management.

Enjoy a fun and participatory learning environment.

Benefit from the experience and expertise of our knowledgeable instructors.

Gain valuable skills for professional development.

Master the art of financial conversations that reveal opportunities to grow more profitably.

Not a numbers person? No problem!

Our active approach keeps you engaged, exploring new tools, processes, and insights in a day of peer-to-peer facilitated activities. Complete the day feeling confident in your new financial knowledge and excited to put it to use.

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MEET THE PROFIT SOUP TEAM

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"Wherever the lack of financial acumen gets in the way of success - that's where we want to be."

Rod Headshot Circle-clip

Rod Bristol, CFE
Director of Business Development
Rod.Bristol@ProfitSoup.com
About Rod

barb

Barbara Nuss, CPA
Founder
Barbara.Nuss@ProfitSoup.com
About Barb

LO Headshot Circle

Lauren Owen, MBA
Business Coach and Facilitator
Lauren.Owen@ProfitSoup.com
About Lauren

_LL Circle Headshot

Larry Layton, MBA, CFE
Business Coach and Facilitator
Larry.Layton@ProfitSoup.com
About Larry

What You Can Expect from Profit Soup

A teaching approach that's fresh, engaging, and FUN for both counselors and clients

Tons of interaction and hands-on practice

Financial content based on real-life business challenges, not academic concepts

Case studies and examples based on real-life business challenges

Assessments, checklists, interactive workbooks and tools learners can use in their own businesses immediately

Questions about this session? Contact us at Profits@ProfitSoup.com

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WHO WE ARE

Problem Solvers Focused On The Future
Educators Committed To Traction
Coaches Wild About Your Success

WHAT WE DO

Online Education
Speaking
Hybrid Learning

INDUSTRIES

Franchising / Retail  / Hotel / Fitness Membership / Specialty Contractors / Remodelers / Home Services – Man in a Van / Equipment Rental / Printing / Commercial Services / Wholesale Building Materials / Automotive / Home Health Care / Hardware and Garden Centers  / + more

CONTACT US

206.282.3888
Email Profit Soup

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