Business Planning and Financial Forecasting – 2 Day Workshop

This two-day workshop, by Business Growth West Midlands Investment Readiness, is designed to help business owners and senior leaders identify the most suitable sources of finance for their business needs and prepare for successful applications.

Delivered by experienced Business Finance Specialists, the workshop offers practical insights, financial planning tools and tailored advice to support your business on its investment journey.

You’ll gain a clearer understanding of the finance landscape, improve forecasting accuracy and build a business plan that supports funding decisions.

What the workshop covers

• Financial forecasting: pricing, profit & loss and cashflow
• Understanding the debt and grant funding landscape
• Creating a tailored business finance strategy
• Planning for investment and growth
• Guidance on how to structure and present your case to funders

Workshop agenda

Day 1 – Financial Forecasting

• 09:00 Registration and refreshments
• 09:30 Workshop begins
• 10:00 Financial forecasting: pricing
• 11:00 Financial forecasting: profit & loss
• 12:30 Lunch
• 13:15 Financial forecasting: cashflow
• 15:30 End of day one

Day 2 – Planning for Investment

• 09:00 Registration and refreshments
• 09:30 Workshop begins
• 10:00 Debt and finance landscape
• 11:15 Grant funding landscape
• 12:00 Building your finance shopping list
• 12:30 Lunch
• 13:15 Business planning for finance
• 15:30 Close of workshop