Financial Literacy Workshop Presentation
November 21, 2024
In this financial literacy workshop, our goal is to equip you with practical tools to understand and manage your organization’s finances with confidence. We cover key topics such as interpreting financial statements, understanding cash flow, budgeting, and forecasting so leadership teams can make data-driven decisions and support long-term sustainability.
For many organizations, especially in regulated industries such as insurance and government, financial literacy is closely tied to compliance. We therefore address how accurate recordkeeping, internal controls, and timely reconciliations help reduce the risk of misstatements, fraud, and non-compliance with statutory and regulatory requirements.
We also highlight how thoughtful tax planning, appropriate use of cloud-based accounting systems, and clearly documented financial processes can strengthen transparency for boards, regulators, and other stakeholders.
Throughout the workshop, we emphasize practical examples—such as how to read key performance indicators, how to prepare for an audit, and how to identify early warning signs in your financial reports—so you can apply these concepts immediately.
Whether you are refining your budgeting process, preparing for an upcoming audit, or exploring ways to automate routine accounting tasks, improving financial literacy helps you ask better questions, evaluate risks more effectively, and align financial decisions with your strategic goals. Larson and Company has developed a suite of services specifically to serve the needs of companies of all sizes in a wide range of industries.
We know that individual situations vary and that you may have questions about your particular circumstance. Feel free to reach out to us and we’ll be happy to address your concerns.
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