Understanding Financial Statements and Sustainability - C0116
Part 3 of the March Series: Starting a Business and Ensuring Financial Sustainability
We will introduce you to 3 financial statements that will give you a high level "dashboard" for how your business is performing financially so you can secure a business loan and outlive the current pandemic!
Ray retired after serving over thirty years as a Big Four CPA Firm audit and consulting executive, followed by three years as the CFO of a Washington, DC-based healthcare system. During his career he provided services to academic medical centers, health insurers, managed care plans, long-term care facilities, physician practice groups and public healthcare agencies. Ray has extensive experience in accounting, financial reporting, debt and equity financing of business transactions, strategic planning and risk management and internal control systems design and implementation. He currently is the sole principal in an LLC that provides strategic advisory services to business executives and Boards. Ray currently serves on the Boards of Directors and as Finance Committee Chair of (1) NACD Capital Area Chapter and (2) Take Stock in Children – Manatee County. Ray holds a BS degree from Virginia Tech and completed a year of MPH degree work at George Washington University. He is a CPA licensed in multiple states.