Small Business Workshop Series – Event 8: “Understanding + Leveraging Your Business Financials,” 12/1 and 12/2/2016

Montana Women’s Business Center, Montana Small Business Development Center and Montana Department of Transportation (MDT) Disadvantaged Business Enterprise (DBE) present the last event in this 2016 workshop series.

Understanding and Leveraging Your Financials


Thursday, December 1, 2016
and Friday, December 2, 2016
8:30am to 4:30pm

Montana Manufacturing Extension Center Conference Room
2310 University Way, Bldg. 2, Bozeman
From Kagy turn south onto 7th Ave.
Park in the first lot and follow signs to Building 2.

Cost: $125 (includes lunch both days)

>> CLICK HERE to register

Register by Tuesday, November 29, 2016

Space is limited to 2o students.

There will be pre-work assignments.


  • Establish the difference between “making a profit” and “having cash” volume and costs
  • Learn how to correctly compute your break-even, and the effects of price, and how to do more of both
  • Understand why and how to benchmark your company performance
  • Diagnose and monitor your company’s financial performance
  • Use break-even analysis to make better decisions relating to cost, price, and profits
  • Avoid cash crunches and increase cash flow
  • Plan for and manage growth
  • Communicate more effectively with bankers and other financial professionals
  • Structure a loan that’s the right fit for your business


Julie Jaksha is the Director of the Small Business Development Center for Headwaters RC&D in Butte Montana. Julie helps businesses with business planning, marketing, financials, and growth strategies throughout the seven counties that Headwaters serves. The mission of Headwaters is to build, sustain and promote small business and enhance the local economy through job and business creation.

Julie has over 16 years in the banking industry working at both Wells Fargo and First Montana Bank before joining Headwaters in 2009. In 2013, she completed the National Development Council Economic Development Finance Professional program and earned certification. In addition, she is a trained facilitator for Edward Lowe PeerSpective Progam and Profit Mastery, a financial education program for small business owners.

QUESTIONS? Contact Suzi Berget White at (406) 587-3113


EVENT 1: QuickBooks for Beginners: Small Business Workshops, $100
Two days! Monday, May 23 and Tuesday, May 24, 2016
8:30 a.m – 4:30 p.m.
Cost: $100
Presented by Deb Niedermeyer, CPB

EVENT 2: Top 10 HR Categories Every Small Business Owner Must Know!
Wednesday, June 22, 2016
9:00 a.m. – 12:00 p.m.
Cost: $20
Presented by Kari Gras, Gras HR Consulting

EVENT 3: Liens: Keys to Getting Your Money On Time
Evening event! Tuesday, July 26, 2016
6:30 – 9:00 p.m.
Cost: $20
Presented by Carl Schweitzer, Northwest Notice Service

EVENT 4: Think Big: Small Business Marketing on a Budget
Wednesday, August 10, 2016
9:00 a.m. – 12:00 p.m.
Cost: $20
Presented by Rachel Anderson, Markouture

EVENT 5: Facebook Basics for Business Marketing: Setup, strategy, and implementation
Thursday, September 8, 2016
9:00 a.m. – 12:00 p.m.
Cost: $20
Presented by Chieko Horn, H&H Web

EVENT 6: QuickBooks Basics
Thursday, October 13, 2016
9:00 a.m. – 12:00 p.m.
Cost: $100
Presented by Deb Niedermeyer, CPB

EVENT 7: How to Get Small Business Contracts
Thursday, November 10, 2016
Cost: Free

EVENT 8: Profit Mastery: Business Finance for Small Businesses
Two days! Thursday, December 1 & Friday, December 2, 2016
8:30 a.m. – 4:30 p.m.
Cost: $125
Presented by Julie Jaksha, Butte Small Business Development Center