Session 5: Financial Statements Basics: This presentation walks through bookkeeping, financial statements, cash flow, break even point and more.
Presenter: Kelly Grefe
Kelly Grefe has over 13 years of commercial lending and relationship management experience. His responsibilities include production of all business banking products such as business operating lines of credit, business equipment loans, SBA loans and commercial real estate in the Omaha market. Additional services include commercial deposit accounts and electronic banking services.
Grefe received his bachelor’s degree in Business Administration/Finance from Hastings College. Prior to joining Northwest Bank, Grefe was employed at Bank of the West in Omaha as VP, Commercial Lender. He serves on the board of Victory Boxing Club, is a SCORE Mentor and USSSA baseball coach.
Grefe is married to his of wife 7 years, Alexia. Alexia is an English teacher at Burke HS. Kelly & Alexia have a two-year old daughter named Wrigley and a black lab named Ace.
About the series: The Business Planning Program for Artists and Art Based Non-profits is a collaborative flagship program by the Benson Theater, Score Omaha and local organizations supporting artists in turning their passions into sustainable business ventures.
During this program, each session engages the participants with content in an interactive way so that they learn from peers and speakers, and put the new knowledge into practice.
The unique value about the collaborative experience created for artists is the individualized coaching delivered after each workshop session. Each participant completing this program will demonstrate certain financial and organizational skills and will have an opportunity to pitch their business idea to investors at the artist fair. A Certificate of Participation will be attributed to each participant upon successful completion of 4 out of 5 sessions.