Budgeting and Forecasting

Budgeting and Forecasting
Why do businesses need budgets and forecasts? Many companies already monitor and adjust budgets, but in this workshop patrons will learn different types of budgets (operating, cash, and capital), and will learn to set realistic sales and expense forecasts. With the tools and techniques to track budgets (Microsoft Excel or financial software), businesses will be more prepared to set budgets that meet their needs. Registration is required. Contact events@prescott.org or call 928-445-2000 ext. 117 to sign up.Gerry Tarling is a Certified Financial Coach through CUNA with over 15 years of experience in the financial services industry. A proud Arizona native and Quad-Cities resident since 2009, Gerry specializes in helping individuals and business owners make confident, informed financial decisions.As the Senior Business Development Officer for Desert Financial Credit Union, he brings a strong background in banking leadership and a passion for community impact. Gerry offers tailored support, education, and solutions to help local businesses grow and thrive in today's financial landscape.The Biz/Wealth Academy Series series is sponsored by and held in partnership with Prescott Chamber of Commerce and Desert Financial Credit Union.