AAEA Access to Capital Workshop: Financial Statements as a Tool to Understand your Business

Speaker: Jason Wells, TD Bank Vice President, Small Business Administration (SBA) Business Development Officer

Financial statements can help a business owner to see trends which can be helpful for decision making. This class will look at the profit and loss statement, cash flow and other standard reports and templates from accounting software. These reports show insights on how and where money is being spent (cash flow & Profit and loss) as well as reviewing the Balance Sheet.

A passionate advocate for business development and community reinvestment, Jason Wells works to help small business owners & entrepreneurs secure access to capital they need by originating SBA loans. He is an organizational leader with 21 years’ experience and a thorough knowledge of government sponsored loan products, commercial lending, and program management.

As a new subject matter contact in the North Florida market with the mission to stimulate SBA program utilization, Jason cultivates relationships with business professionals in diverse settings to leverage facilitating various small business financial literacy outreach initiatives, and even participating in non-profit boards to network with viable organizations & stakeholders to sustain business growth which stimulates our economy.


Categories: Financial Literacy, Funding
Start Date: 12/12/2023 6:30 PM
End Date: 12/12/2023 8:00 PM

Venue: Webinar/Online