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Financial Planning for Funding Success

April 30 @ 11:00 am - 1:00 pm

FACE-TO-FACE WORKSHOP

Financial planning is a critical component of securing funding for your business’s growth and success. In this face-to-face workshop, participants will delve into the intricacies of financial planning, focusing specifically on strategies to secure funding for their business ventures. From understanding different funding options to creating comprehensive financial projections, attendees will gain valuable insights to position their businesses for funding success.

LEARNING OUTCOMES

  • Budgeting for loan repayments
  • Demonstrating financial stability to lenders
  • Creating a financial plan aligned with funding goals

REGISTER HERE

WHO IS THIS FOR?

  • This workshop is aimed at small businesses throughout NSW, and has a capacity to host up to 20 people.
  • This workshop is for business owners who have just started a business.
  • This will be a live event held at a venue in Sydney’s CBD – you will receive venue details via email closer to the workshop date.
  • Attending this event will come out of your allocated business connect hours.

This event will be delivered by Realise Business, an approved independent provider for Service NSW Business Connect.

YOUR PRESENTER – ANASTASIA THEODOROPOULOS

Anastasia currently owns and operates her own business in the finance sector and has built a portfolio in which she has thousands of clients, offering over 15 years of experience and well developed industry knowledge with expertise in negotiation and financial data analysis. She has access to a wide range of financial products and services and an understanding of policies providing her with the ability to find a solution and systems for all individuals and businesses.


Details

Date:
April 30
Time:
11:00 am - 1:00 pm
Event Categories:
,

Venue

McGrath Executive Suites
Level 5, 115 Pitt Street
Sydney, NSW Australia
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Martin Rogers
Chief Executive Officer

Martin holds an extensive background and certification in Business, Marketing, and Strategy with over 20 years’ experience specialising in Strategic Thinking, Business Growth, Leadership and Team Development, across a number of industries. Martin utilises a collaborative leadership style and has a thirst for problem solving, understanding the latest trends and identifying the uniqueness that gives businesses their edge.

Mark McCrea
Chief Operations Officer

Mark McCrae stands out as a highly efficient Operations professional, known for his strategic oversight and management prowess within the corporate landscape. With years of experience under his belt, Mark has become synonymous with operational excellence, streamlining processes to enhance productivity and drive sustainable growth. Mark's forward-thinking approach and unwavering commitment to excellence have solidified his reputation as a cornerstone of operational success.

Razz Khan
Chief Marketing Officer

With over a decade of experience, Razz has a proven track record of driving growth and enhancing the digital footprint of various brands across multiple industries. His expertise spans across SEO, PPC, content marketing, social media strategies, and analytics. Razz is known for his innovative approaches to solving complex marketing challenges. Razz's passion for digital marketing, combined with his commitment to client success, makes him a valuable asset to any team looking to elevate their digital presence..

Greg Kay
Chief Commercial Officer

Greg has more than 25 years success in working with many for the development and implementation of growth strategies for businesses by building strong relationships through effective partnerships. Greg constantly strives for opportunities to have a positive influence in the personal and business lives of the people he works with.

Chris Wilborn
Contracts Manager And Advisor

Chris is a results-driven leader with a wealth of knowledge derived from his more than two decades in the NGO, corporate and government sectors. As a current business owner, from his prior work as a growth-minded CEO and a background working with disability organisations, Chris is deeply passionate about the NDIS, small business community and the central role they play in the fabric of our society.

Lindsay Munns
Executive

As a long term member of the Realise Business Board, Lindsay has temporarily stepped into this key role to facilitate the changeover of Chief Executive as part of our CEO succession strategy. Additionally he is busy leading the roll out of a major new Government contract that will take Realise Business up to the next level of its vital place in the NSW Small Business Advisory scene.

Marisa Barresi
Office / Client Coordinator
- Business Connect

Shanice Bangar
Events / Client Coordinator - Digital Solutions

Mona Bucog
Event Coordinator

Over the past 12 years, Mona has honed her skills in customer service, specializing in managing and addressing a wide range of customer needs. She’s dedicated to providing exceptional service and ensuring customer satisfaction. Her experiences have helped her develop skills that assist organizations in achieving their goals. Her ultimate aim is to help them focus on what they love, and she will take care of the rest!