Financial Basics of Managing a Small Business Series

Event Details

Financial Basics of Managing a Small Business Series

Join us for a 6-week hybrid small business essentials financial series

When: Every Tuesday from 10am – 11:30am starting Tuesday, April 8th

Where: 1792 Tribute Rd, Ste 270, Sacramento, CA 95815 & online via Zoom! Pick which way you’d like to attend each week.

We do encourage some in person attendance to maximize the benefits of the series!

**Upon completing registration, you will receive a confirmation email in which the link to join the Zoom sessions will be located. Please be sure to scroll down to find the link** The link to join is the same each week**

Series Dates:

• Tuesday, April 8th @ 10am-11:30am
• Tuesday, April 15th @ 10am-11:30am
• Tuesaday, April 22nd @ 10am-11:30am
• Tuesday, April 29th @ 10am-11:30am
• Tuesday, May 6th- NO CLASS
• Tuesday, May, 13th @ 10am-11:30am
• Tuesday, May 20th @ 10am-11:30am

Week 1 – Developing a Business Plan

Learn about the components of a business plan and how to create one that communicates your business’ financial future and health.

Week 2 – Small Business Banking Services
Learn about the services financial institutions provide to support small businesses.

Week 3 – Small Business Financial Statements
Learn about the three most important financial statements: balance sheets, profit and loss statements, and cash flow reports.

Week 4 – How Businesses Use Credit
Learn about the different types of credit that can support your business operations.

Week 5 – How Businesses Obtain Credit
Learn what’s needed to obtain credit, so that you’re better prepared when you’re ready to apply.

Week 6 – Financial Wellbeing for Entrepreneurs
Learn more about the financial basics of entrepreneurship.

Series brought to you by:

Ashley Bowlin, Relationship Manager, VP, Bank of Montreal (BMO)

Ashley is a financial wellness leader & advocate.

With over 20 years of experience in the financial industry, Ashley Bowlin has built a career rooted in leadership, financial education, and community impact. Most recently serving as a Bank Manager at BMO, she has developed and led high-performing teams, fostering a culture of growth, collaboration, and excellence.

Currently, Ashley is a Financial Wellness Coordinator, where she empowers individuals and businesses to achieve financial security through education and personalized guidance. Passionate about financial literacy, she helps clients navigate their financial journeys, equipping them with the tools to build wealth and stability.

Beyond her professional role, Ashley is a dedicated advocate for women in leadership. She serves as Co-Chair of the Alliance for Women, where she supports initiatives that uplift and advance women in the financial sector. Her influence extends to BMO’s 2024 Senate Alumni, where she has played a key role in shaping strategies that drive efficiency and enhance the employee experience.

Ashley’s commitment to excellence, mentorship, and financial empowerment continues to make a lasting impact, both within BMO and the communities she serves.

REGISTER HERE

“The Women’s Business Center is funded in part by the U.S. Small Business Administration”