Strong financial management is essential to building a sustainable, successful swim school. Designed specifically for swim school owners and operators, this virtual seminar will explore financial strategies to help you better understand your numbers, plan for the future, and make informed business decisions.
Whether you’re focused on strengthening your current operation or planning for what’s next, this seminar will provide practical insights with the unique financial realities of running a swim school in mind.
8:00–8:50 a.m. | Dennis Lindsay, Fractional CFO
Look Ahead: Put Your Financial Statements to Work
Learn how to build a rolling income statement, balance sheet, and cash flow projection. Dennis will show how updating each month with actual results and extending the forecast helps you focus on what’s ahead.
9:00–9:50 a.m. | Craig Kinney, Sr. Vice President, Real Estate and Strategic Planning, Emler Swim & Gym
Know Your Numbers: KPIs for a Profitable Swim School
Explore the key performance indicators to monitor when assessing and maintaining a profitable business model.
10:00–10:50 a.m. | Dave Otteson, VP of Franchise Lending, Live Oak Bank
Funding Your Next Stage of Growth: SBA Loans for Swim Schools
Explore SBA financing for working capital, expansion, or a new location.
10:50–11:30 a.m. | Q&A Breakout Rooms
Join Dennis, Craig, and Dave to discuss your questions.
