A healthy balance sheet and why it matters
Understand the concept of a healthy balance sheet and learn how to create one.
Time frame: 60 mins
Learning objectives for participants:
- understand the key ratios that are used to measure a healthy balance sheet
- be able to explain the actions necessary to fix any unhealthy parts of their balance sheet
Outline:
- What does having a healthy balance sheet mean?
- How do others look at my balance sheet?
- What are measures of balance sheet health?
- What does an investor look at?
- What does the bank look at?
- How can I “cure” an unhealthy balance sheet?
Questions?
For questions, please email us.
Want a session in your area?
We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.
Request guidelines:
- 12 weeks’ notice needed to setup a session.
- Requests must be submitted by the request deadline.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.