Banking & Surety Matters Today / Business Financial Planning

Banking and Surety Matters Today

  • Date:  Thursday, September 23, 2021
  • Time:  8:00 AM – 12:00 PM
  • Cost:  
    • NECA Member Rate:  $295 (½ day) or $315 (full Day)
    • Non-NECA Member Rate:  $395 (½ day) or $415 (full Day)
  • Location:  NorCal NECA Office (7041 Koll Center Parkway, Suite 100, Pleasanton, CA 94566)
  • Target Audience:  Owners, Bookkeepers, Controllers

This course will discuss the relationships between financial statements, bank financing and bonding.  Following this course, participants will be able to:

  • Identify the relationships between financial statements and bonding;
  • Describe key ratios;
  • Discuss how to review loan documents; and
  • Explain how to improve the financial statements.

Participants who successfully complete this seminar will be awarded 0.3 CEUs.

Business Financial Planning

  • Date:  Thursday, September 23, 2021
  • Time:  12:30 PM – 4:00 PM
  • Cost:  
    • NECA Member Rate:  $295 (½ day) or $315 (full Day)
    • Non-NECA Member Rate:  $395 (½ day) or $415 (full Day)
  • Location:  NorCal NECA Office (7041 Koll Center Parkway, Suite 100, Pleasanton, CA 94566)
  • Target Audience:  Owners

Owners need to go beyond just utilizing the value of their business and value of their personal real estate as their primary personal financial planning.  Following this course, participants will be able to:

  • Explain how to create a personal financial plan;
  • Identify challenges related to financial planning; and
  • Recognize the value of creating a strong business financial plan.

Participants who successfully complete this seminar will be awarded 0.3 CEUs.

You may register for one of the ½ day courses, or both courses using the below registration template.  Registration must be paid prior to the class.  Classes are subject to cancellation two weeks in advance in the event sufficient registration is not received.