For the Business Owner, Knowledge is Power
The Texas Security Bank Business Institute is a monthly, continuing education forum. Each presentation is designed to enhance knowledge in critical business disciplines - especially for the independent business owner.
Each presentation will be held over lunch at our Farmers Branch location. Registration begins at 11:30 a.m. and includes a complimentary lunch, 30-40 minute presentation, moderated panel discussion and question and answer. Please register, space is limited. We hope you'll join us.
Speaker: Casey Herr, Senior Vice President- Garland Market President
Setting key performance indicators (KPIs) are key to growing your business. These include evaluating sales, operating expenses and working capital — plus developing financial projections. Yet, for many owners, there are just not enough hours in the day. Join us for the next Texas Security Bank Business Institute presentation by Casey Herr, Senior Vice President, Garland Market President, Texas Security Bank. We’ll give you tools to project and evaluate the impact to your capital structure and future funding needs. You’ll learn:
• Components to building a projection model.
• Tips for developing your KPIs.
• How using these can become the roadmap to success.
Location: Texas Security Bank, 3212 Belt Line Road, Farmers Branch, Texas 75234 map...
Attire: Business Casual
Includes complimentary lunch
Casey Herr is Senior Vice President and Garland Market President for Texas Security Bank. She began her banking career 12 years ago with Wells Fargo as a Commercial Banking Credit Analyst who attended and graduated top of her Credit Management Training Program in San Francisco. She then moved into a lending and portfolio management position with Wells Fargo North Dallas Commercial Banking division. During 2009-2011, Casey established a financial consulting company, Magnolia Financing Consultants, LLC, helping small and medium-sized businesses build investor and bank financial reporting packages. In addition, she helped clients seek funding from various capital sources. In 2011, Casey joined the TSB team and is a current shareholder.
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