Join Us For Our October Breakfast Social Event on October 19th

Breakfast Social Event

Join us for breakfast on Wednesday morning, October 19, at 8:30 AM, as Vest Pocket returns to Lamb’s Grill downtown for a fun breakfast-time social event. Come and visit with other business owners over a nice breakfast and listen to a representative of Sandler Training offer tips about improving your business networking skills to grow your business. Come prepared to do a short, 60 second talk about your business.

Register now to reserve your seat.

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Join Us For Our September Event: Managing Business Cash Flow on Sept. 21

Managing Business Cash Flow

Healthy and consistent cash flow is the fuel that powers every business. It is as essential as oxygen. How is your business cash flow? Do you have cash flow necessary to meet today’s needs? What about next month or next year?  Do you use cash flow efficiently? What can you do to increase cash flow and use it grow your business?

Join Vest Pocket on September 21st for our next lunchtime educational event when Diana Sasser, business finance expert, and Ashton Ferrin, CPA, provide a practical overview of this very important topic that is essential to the success of every business. [This event is a precursor to Vest Pocket’s upcoming October 25th in-depth class about cash flow management.]

Location:      Church & State Business Incubator, 370 South 300 East, Salt Lake City

Time:            12:00 Noon to 1:30 PM

Admission is FREE for Vest Pocket members or $20 for non-members.

Seating is limited so click here to register now.

This event is sponsored by the National Development Council.

Speaker Bios

Diana L. Sasser

Diana L. Sasser

Diana Sasser is a Loan Officer for the National Development Council’s Grow America Fund (GAF), in charge of the Pacific Northwest, Utah’s Wasatch Front and Northern California areas. GAF is the small business lending arm for NDC, partnering with local communities to establish place-based small business lending programs. Diana underwrites borrowers and provides technical assistance to small businesses when needed. Diana has been a loan officer with GAF for over four years and has met with many businesses and organizations in those areas. Prior to joining GAF, Diana worked at the local government level promoting economic development and redevelopment for the cities of Stockton and Sacramento, CA. She holds a BS Degree from California State University, Sacramento.

 

Ashton Ferrin

Ashton FerrinAshton Ferrin is a CPA with a diverse background in public accounting. He is the founder of the Big Mountain CPA firm based in Park City, Utah. Ashton specializes in individual and business tax and accounting services. He has deep experience in a variety of areas, ranging from basic bookkeeping transactions to complex business financial, tax, and cash flow analysis and government compliance. Ashton has an MBA from Westminster College and is the immediate past president of the Mountain Chapter of the Utah Association of CPAs. He enjoys spending time with his family and making the mountains his home in every possible way.

Join Us For “Cash Reigns Supreme: An In-Depth Class About Growing & Managing Business Cash Flow” On Oct. 25th

Vest-Pocket-Oct-Cash

Healthy and consistent cash flow is the fuel that powers every business. It is as essential as oxygen. How is your business cash flow? Do you have cash flow necessary to meet today’s needs? What about next month or next year?  Do you use cash flow efficiently? What can you do to increase cash flow and use it grow your business?

Join Vest Pocket on October 25th for a special mid-day event when Sheldon Bartel, business finance expert, and Ashton Ferrin, CPA, provide an in-depth class on this very important topic that is essential to the success of every business. Each attendee will receive a complimentary coursebook of practical materials.

Location:    Public Safety Building Classroom, 475 S. 300 E., SLC

Time:          10:30 AM – 2:00 PM

Admission is FREE and includes lunch courtesy of the National Development Council.

Seating is limited so click below to register now.

Register Now

Class Details

This short class teaches small business owners the importance of financial statements and how they can be used to make better business decisions and manage cash flow. The connection between bookkeeping transactions and financial statements is made using QuickBooks software. Participants learn how third parties, including lenders, evaluate financial statements to make lending decisions. Specific topics include:

  • the importance of maintaining current and accurate financial records
  • keeping financial records with QuickBooks
  • accounting terminology
  • balance sheet
  • profit and loss statement
  • the importance of cash
  • determining your company’s cash needs
  • cash flow statements
  • cash flow forecasting
  • selecting an accountant and accounting system
  • preparing for growth

Trainer Bios

Sheldon Bartel

Sheldon BartelSheldon Bartel, CEcD & EDFP, serves as Small Business Loan Officer for the National Development Council’s “Grow America Fund.”  He is based in Sheridan, WY and is responsible for serving the Salt Lake City area.  Sheldon received his BA in Economics and Finance from Houston Baptist University and his MS in Agricultural Economics – Design, Management and Appraisal of Development Projects from New Mexico State University. Prior to joining the National Development Council’s Grow America Program in July 2011, he owned and managed a hospitality business, worked as an accountant in commercial real estate development, taught basic business skills to immigrants, served as an executive in the non-profit sector of the economic development industry for 14 years, and headed up the lending department for one of the nation’s largest micro-lenders. Sheldon has deep experience in processing and closing various types of business loans, including SBA 7a, 504 and Microloan, USDA Intermediary Relending, and other loans.  He teaches economic development finance and small business credit analysis courses for the National Development Council as well as for the International Economic Development Council.

Ashton Ferrin

Ashton FerrinAshton Ferrin is a CPA with a diverse background in public accounting. He is the founder of the Big Mountain CPA firm based in Park City, Utah. Ashton specializes in individual and business tax and accounting services. He has deep experience in a variety of areas, ranging from basic bookkeeping transactions to complex business financial, tax, and cash flow analysis and government compliance. Ashton has an MBA from Westminster College and is the immediate past president of the Mountain Chapter of the Utah Association of CPAs. He enjoys spending time with his family and making the mountains his home in every possible way.

Register Now