Lunch & Learn Series Session 7: Financial Review
June 17 @ 12:00 pm - 12:45 pm
Forecasting with Confidence
If you’re making decisions without clear numbers, this is why. Most owners don’t need perfect financials. They need visibility.
This session helps you get clearer on cash flow, KPIs, and decision-making so you can plan with less stress. You’ll leave knowing which numbers matter most, what to track weekly, and how to use AI to make forecasting and planning easier without turning it into a finance project.
No accounting deep dives. We’ll keep it business-owner simple.
What We’ll Cover
- The few numbers that drive better decisions
- Cash flow basics that stop surprises
- Simple KPI tracking that fits your business model
- How to use AI to build dashboards, summaries, and forecasts
- What AI can help with vs what still needs human review
What You’ll Get
- A financial visibility scorecard (pre-session)
- A KPI shortlist template you can reuse
- An AI forecast prompt pack for cash flow and planning
- Dashboard ideas you can build in the tools you already use
Who It’s For
- Owners who want fewer financial surprises
- Leaders planning hires, pricing changes, or growth
- Teams responsible for reporting, budgeting, or tracking results
About Sara
AI Strategist, Small Business Growth Advisor and former Business Broker.
Sara is a strategic AI partner who listens first, then helps small business owners and leaders to build a clear AI Action plan with tools they can use confidently.