Capital CFO+ Business Planning

Capital CFO+ Business Planning

Have questions about how your organization should be organizing or filing financial information? Join this workshop to learn how to decode financial information for your company and various organizational types. Presented by Sabrina Houser and Terry DeLong from Capital CFO+.

 

Bios:

Sabrina Houser started Capital CFO+ in 2016. Having worked in the nonprofit arena for twenty years, Sabrina saw first-hand the need for accuracy, efficiency, and transparency regarding a company’s finances. She has the unique perspective of working as a CEO of a nonprofit and experience managing multiple funding sources and contracts. As the CEO, she oversaw all fiscal and fiduciary responsibilities for the organization. She provided direct leadership and oversight for the agency’s finance and accounting functions, including compliance with relevant government regulations. Sabrina believes that your financial health leads investors, customers, and clients to feel confident in a company’s stability and potential for growth.

Terry DeLong – As an accomplished CFO with over 40 years of experience as a CPA and CMA, Terry has a proven track record of analyzing and evaluating company needs and developing short-term and long-term strategies for growth and stability. Terry has performed accounting for a wide range of industries, including insurance, manufacturing, wholesale and retail consumer goods, hospitality, marinas, and professional employer organizations. Terry has led the accounting and finance departments for several start-up companies, and he has provided them with the financial leadership to grow into top companies in their industries. Terry is an expert with finding the right technology and getting the most from your ERP systems and has patented an accounting system for a company when there wasn’t any available system on the market. He ran his own CPA firm in Lake George, NY for over 15 years. Terry is an honest, dedicated, trustworthy, and ethical CFO who can coordinate all of your financial efforts to help you reach your company goals. Terry has both his CPA (Certified Public Accountant) and CMA (Certified Management Accountant) certifications.

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Date

May 22 2024

Time

5:30 pm - 6:30 pm
Category

Organizer

Community Loan Fund of the Capital Region
Phone
(518) 436-8586
Email
info@mycommunityloanfund.org
Website
http://www.mycommunityloanfund.org
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