Budgeting, Balance Sheets & Everything Else Financial


Opportunity Knocks presents a financial seminar on Wednesday, November 3, 11:15am-1:30pm at The Phoenix Inn, 300 NW Franklin Ave., Bend.

Topics and Presenters will include:
Understanding Your Balance Sheet presented by Greg Fowler, CPA, CFP, principal of Fowler-Summers CPA, LLC. Fowler has more than 16 years of experience in tax and financial planning at firms ranging from start up software to Ernst & Young, LLP. His background also includes significant roles in business operations and marketing giving him a unique set of skills and perspective to advise business owners in a variety of issues including market strategy and business development, operational and management issues.

The Profit and Loss Statement presented by Sandy McGregor-Caverhill, CPA, owner of McGregor-Caverhill CPAs. With more than 12 years of experience in accounting, McGregor-Caverhill enjoys business consulting as well as tax preparation and planning. She specializes in construction/ real estate, restaurant, agriculture and retail.

Understanding and Forecasting Cash Flow presented by Kristin Wigle, CPA from Thomas C. Riley, LLC. Wigle provides tax and accounting services to businesses and individuals as well as prepares compiled and reviewed financial statements. She is a Bend native and has worked in Bend as a certified public accountant since 2003. Prior to returning to Bend she worked at Ernst & Young, LLP in audit, mergers and acquisitions.

Creating Your Key Indicators presented by Todd Gerdes, CPA, CFP, owner of Gerdes Dodge, LLC. Gerdes has been a practicing CPA since 1990. He specializes in estate and trust taxation as well as income tax matters for small businesses and their owners. He is also a Certified Financial Planning Practitioner who helps his clients reach their financial goals by way of completing a personalized financial plan. Gerdes was born and raised in Bend.

The cost for the event is $30 for OK members and $45 for others. Lunch is included. For online registration http://OpportunityKnocksEvents.eventbrite.com info@opp-knocks.org or 541- 318-4650.


About Author

Leave A Reply