A Unique Service Help Clients Put their Estates in Order CD

Review the fundamentals of building a strategic plan for your business and how to tie that plan to the key
financial reporting tools required to effectively manage a business. Attendees will receive basic training in
building budgets, reading financial statements, strategic planning steps, and the measurement of their
success against their strategic plans. Learn of alternatives readily known in the industry, as well as touch on some of the options available for the small business owner in relation to the administration of financial
requirements. Turn your vision into a roadmap.
Daniel Tiani is currently a regional sales manager for a four state area with over 25 years of financial statement
and strategic planning development for firms in a wide variety of product and service environments. Dan
carries a Master's in Accounting and is formally trained in performance management, story boarding, and strategic planning concepts.