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TMA Milwaukee Education Program: Perspectives on the 13 Week Cash Flow

Saint Kate Hotel, Milwaukee, WI

Wednesday, April 24, 2024 4:30 PM - 7:30 PM iCalendar Central Standard Time

Join this panel featuring a lender, CFO, and restructuring financial advisor as they offer their perspectives and tips on maximizing the impact of the 13 Week Cash Flow to tell the business’s story. Whether you are working to maintain covenants and a relationship with an existing lender, seeking a new lending relationship, or trying to sell, telling the story in a compelling way can help drive a turnaround success. Networking and cocktails will bookend this one hour panel discussion.

Agenda:

4:30pm - 5:00pm

Networking

5:00pm - 6:00pm

Panel Discussion

6:00pm - 7:30 pm

Cocktails, Networking and Passed Apps

Moderator

Virginia George, Swanson Sweet, LLO

Panelists

Chris Tomas, Creative Planning Business Services

Greg Fritsch, Fritsch Consulting

Randy Sherwood, First American Bank

Saint Kate Hotel

139 E Kilbourn Ave
Milwaukee, WI 53202-3125

Event Cancellation Policy:

Requests for refunds must be made in writing no later than April 10th. Substitutions are allowed and must be submitted in writing (e-mail is acceptable). The substitute must be from the same firm as the original registrant and, if the substitute is not a TMA Member, the difference in registration fee will be required. Please note that if you register for the event after the cancellation deadline has passed, you will not be eligible for a refund should you need to cancel your registration. The cancellation policy applies to all registrants regardless of when the registration is submitted. Registrants who fail to attend the event and do not provide written notice in accordance with these policies and deadlines are responsible for full payment.

TMA Milwaukee Education Program: Perspectives on the 13 Week Cash Flow

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