Financial Planning Workshop

Learn from the SBDC’s own financial expert Rolando Locci how to: understand the Profit and Loss (P&L) structure, know your revenue and cost drivers, develop assumptions, translate assumptions into an Excel-based financial model and use the plan to run your business. We will utilize an example company to walk through the thought process and build an Excel model to convey some basic modeling techniques. Bring your laptop, Excel and questions! Rolando is the principal at Rolando Locci Consultants a professional services firm that provides CFO services to small and medium size businesses. Contact Rolando to learn more about him and his firm. 650.815.1446 · rolandolocci@gmail.com · www.rolandolocci.com.