A clear view of your organization’s finances can give you peace of mind and help you grow. Proper forecasted financials can be extremely valuable when it’s time to acquire, maintain, and finance capital.
If you’re a leader within an emerging or rapidly growing company, don’t miss this valuable seminar. Join Clark Schaefer Hackett’s Jay Murnen and PNC Bank’s Douglas Andrews to learn:
- What’s involved in creating a financial forecast and why it’s important
- How a financial forecast should be done
- When a bank needs the results of your financial forecast, what items trigger a red flag, and details a bank looks for if you’re interested in acquiring or financing capital
Attendees will also have the opportunity to ask questions, and speak with both Jay and Douglas after the event.
Presenters
Jay Murnen, CPA is the manager of CSH Viewpoint Business Solutions service area of Clark Schaefer Hackett which was a new business area introduced in February 2014 to expand the firm’s reach and service offering. CSH Viewpoint Business Solutions provides clients with information and insight through their consultants to improve the business’ profitability and cash flows. Jay was responsible for creating the business plan for the new group and was integral in bringing the service and solution to the marketplace.
Douglas J. Andrews, is a Senior Vice President with PNC’s Corporate Banking Division in Toledo. Doug originally joined National City in 1976 in the Ohio Citizens Bank Credit Department. He also served in Corporate Banking at Trustcorp as Vice President Metro Toledo Lending Group. In 1991, he joined S & R Equipment as Vice President of Marketing and Sales, later becoming Senior Vice President of field operations. Fluor Daniels bought S & R Equipment in 1996, enabling Doug to rejoin National City as Vice President of Commercial Loans and Business Development Manager. Doug remains in PNC’s Corporate Banking Segment focusing on Middle Market companies within Northwest Ohio.
