Events for June 2024 – Palette
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Business Planning with Capital CFO+

Tuesday, June 11th @ 12:00 PM - 1:00 PM

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+.

 

Bio: 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.

Social Handles: IG – capitalcfo    https://www.linkedin.com/company/capital-cfo/       https://www.facebook.com/capitalcfo

Details

Date:
Tuesday, June 11th
Time:
12:00 PM - 1:00 PM
Website:
https://mycommunityloanfund.org/events/business-planning-with-capital-cfo-2/

Venue

Zoom!
United States

Organizer

COMMUNITY LOAN FUND OF THE CAPITAL REGION
Phone:
(518) 436-8586
Email:
info@mycommunityloanfund.org
Website:
View Organizer Website