Name: A Mother's Perspective - Basement Gamer to Multi Millionaire - Helen Georgallidis
Start: 2019-2-6T11-11-30-00
End: 2019-2-6T13-13-30-00
Location: DoubleTree by Hilton Hotel

Scott Schofield – BMO Nesbitt Burns

255 Queens Ave, 1900

London, ON

http://stoddartschofieldgroup.com

scott.schofield@nbpcd.com

Company Overview

The Stoddart Schofield Group provides a higher level of wealth management. Our clients receive timely advice, quality service and customized investment strategies to discover the true potential of their wealth. We provide trusted advice for life and our experience is the cornerstone of our success.

Core products & services

Estate Planning, Wealth Transfer, Charitable Giving, Family Governance, and Succession Planning

Industry:

professional services

Company founded in:

2017

TechAlliance member since:

2018

Key Personnel

Scott Schofield, CIM

Investment Advisor

Scott is a Chartered Investment Manager (CIM®) and has 20 years’ experience in the asset management industry. Prior to joining BMO Nesbitt Burns he consulted with financial advisors in his role as Senior Vice President with Mackenzie Investments and Dynamic Funds. He has become known for his unique perspectives on investment management and personal financial planning. Scott holds a BA in Economics from Dalhousie University.

When not analyzing numbers, Scott enjoys many outdoor activities including kayaking and stand up paddle boarding. His favorite activity is skiing with his wife, Lindsay and their two daughters that are 8 and 10 years old.

february, 2019

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24jan(jan 24)1:00 pm07feb(feb 7)5:00 pmEntrepreneur's Toolkit: Finance Fundamentals Workshop(january 24) 1:00 pm - (february 7) 5:00 pm 999 Collip Circle, London ON, N6G 0J3

Event Details

Finance Fundamentals

(3 sessions, 4 hours each)

Entrepreneur’s Toolkit Workshops are experiential, hands-on workshops facilitated by experienced entrepreneurs. The workshops offer ventures tools, mentoring and peer feedback to solve specific problems and develop essential business components.

In each four-hour session you will generate a deliverable that you will use frequently in the business development process.

“However beautiful the strategy, you should occasionally look at the results.” –Unknown

Do you understand the financial metrics of your business? Do you want to be able to speak knowledgeably to your accountant, bank or investors about your company finances, or to manage a plan to ensure that you have the necessary cash available when your business needs it? This three-part workshop series is designed to help entrepreneurs understand basic financial concepts, build a forecasting model to use in running their businesses and identify key concepts of valuation that apply to their businesses.

Participant Profile:

This workshop is geared toward entrepreneurs who are working on their business model, starting to incur expenses and potentially starting to generate revenue, and who are looking to get control of company finances to support decision making for future growth and potential investment.

Pre-requisites:

Completion of the Starting Lean: Business Model workshop
Draft of Osterwalder’s Business Model Canvas
Basic understanding of spreadsheets/formulas

Other Requirements for Attendance:

A laptop with access to spreadsheet software for the duration of the workshop.

Workshop Schedule

Session 1 – Preparing your Business Forecast // January 24, 2019 from 1:00p.m. to 5:00p.m.

In this session, we help you understand the basics of financial statements and begin to build a detailed cash-flow forecast to be used in making day-to-day business decisions around growth.

Deliverable: Expense cash flow template for your business.

Session 2 – Understanding Revenue Forecasting and Funding // January 31, 2019 from 1:00p.m. to 5:00p.m.

In the second session, we will demonstrate how to add revenue estimates to your cash-flow forecast, taking you through inputs such as pricing, sales funnel and revenue types. The result will be a complete cash-flow forecasting model you can use in your business.

Deliverable: Revenue cash-flow template for your business

Session 3 – Business Valuation and Tutorial Session // February 7, 2019 from 1:00p.m. to 5:00p.m.

First half: Outline basic concepts surrounding different types of business valuations, and the inputs and factors that impact valuation from an investor perspective.

Second half: Working session/finance lab.

Deliverable: Basic complete 12-month cash flow forecast for your business.

Please note: Doors open for this session at 12:30 p.m. and instruction begins at 1:00 p.m sharp.

From the foyer of The Convergence Centre, please go left and head downstairs. From the bottom of the stairs, turn left and the MVP Lab will be on your right.

Use this link to register or purchase tickets

Time

January 24 (Thursday) 1:00 pm - February 7 (Thursday) 5:00 pm

Location

MVP Lab Lower Level

999 Collip Circle, London ON, N6G 0J3

Organizer

TechAllianceinfo@techalliance.ca 121-999 Collip Circle, London ON, N6G 0J3