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Event Details

Preparing a Business Plan and Financial Statements

Friday, May 18, 2018 9:00 AM - 11:00 AM
Off Campus

A business plan is a tool for thinking more clearly about your business idea. It helps you stay organized and on track, gain a better understanding of your market, confirm that your financial model is realistic, and create a long-term vision and strategy. The presenters will introduce you to the essential elements for preparing a plan for business success. They will identify content and format for a business plan--including sources of information to aid in the development of your business plan and how to read and use basic financial statements.  A business plan is one piece of information that potential lenders, incubators, investors, and economic development organizations will want before making a decision to loan money or invest. You should understand that a business plan is also a valuable internal tool, even when not required for the benefit of investors or loan officers. A business plan may force you to think about your idea in new ways and to question the validity of your product/service target markets. It can serve as a guide or benchmark to allow you to track your progress and to stay committed to your long-term goals. If you have partners, it can help avoid misunderstandings. It will help you to better describe and to speak more concisely about your company. All these elements of a business plan can contribute to successful implementation of your business idea.

Speaker: Kevin Cassidy, Commercial Business Banking Officer

Kevinworks with business clients to understand their needs and then coordinates a team of specialists to provide clients with commercial business banking services. He has over 9 years of experience in advising business owners.  Kevin is actively involved and a current member of his church’s children’s ministry and enjoys volunteering in BBVA Compass community outreach programs.  He earned his BBA from Centenary College in Louisiana and pitched for the school’s Division 1 baseball team.  After graduation, Kevin signed a minor league contract to play with the Houston Astros organization and enjoyed four years playing professional minor league baseball prior to beginning his career in financial services. 

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No number available
Small Business Development Center
Community Service, Conference, Training
Faculty, General Interest, Graduate Students, Staff, Undergraduate Students