ONLINE - Consulting: Finance with Greg Charles | July 5

Two women filling out forms at a table

Session overview

Whether you need help creating a budget or calculating your break-even point, a one-on-one consultation with a finance professional can help you navigate the money issues your business might face. In this session, you can discuss a wide range of financial topics including... 

  • How to prepare a budget for your business 
  • Creating financial projections for your business plan 
  • Understanding how to determine the break-even point for your business 
  • Issues to consider when making a major financial decision 
  • Identifying loan and grant opportunities 

Please note that this consultation will not cover tax matters, however, most other finance related topics can be addressed. 

Registration policy

  • Registration closes the morning of the event at 8:00 am. Once the event registration is closed, you will need to wait for the next offering in order to register. We cannot accommodate late registrations.
  • To cancel your registration please submit a request to Training prior to the webinar or consultation date

Refund policy

  • All refund requests must be submitted in writing to Training 24 hours prior to the webinar or consultation date.

For Frequently Asked Questions, please visit Oregon Women’s Business Center Classes & Events Frequently Asked Questions. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact training.mcnw@mercycorps.org.

About the consultant

man stands in blue button-up shirt in glasses

Greg Charles

Greg is an instructor of our LIFE Program for incarcerated Oregonians and leads classes at the Women’s Business Center. Since 2002, Greg has been active in college and continuing professional education. He has taught in the fields of accounting, finance, and economics. He currently holds adjunct

Event registration

Session
Name
Address
Include apartment, unity, or suite number
Phone Number
If you heard about the this program from another organization or source not listed, please specify. 

Business Information

Business Address
Business industry type - select the one that applies best
What phase is your business in?
Is your business registered with the Secretary of State?
Okay to estimate. MM/DD/YYYY
What is your business registered as legally?

What type of business did you register?

Business phone number
If your business has a different phone number than you use, enter it here.
Estimate if necesssary. Enter total $ amount.
Is your business based out of your home?
Example - if you are a woman sole proprietor enter '100%'
If you have a partnership with one woman and one man enter '50%'
Do you conduct business online?
Answer 'yes' if you do sales of any kind online.
Are you 8a certified?
Number of SBA loans received
Enter total $ amount of SBA business loans you received
Number of non-SBA business loans you have received
Enter total $ amount of non-SBA business loans below
Number of grants and other non-loan financial assistance received.
Total $ amount of grants and other assistance
COVID-19 financial assistance received - please check all that apply
Only select financial assistance received, not applied for

Demographic Information

Because Mercy Corps Northwest is a federally-funded non-profit, we are required to report demographic information for our small business clients. Thank you for taking the time to complete the following questions.
MM/DD/YYYY
Gender
What pronouns do you use?
Tell us what pronouns you use to describe yourself.
What pronouns do you use?
Do you identify as LGBTQ+?
Are you Hispanic?
Race/Ethnicity (Check all that apply)
Do you live with a disability?
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Scholarship applications must be submitted and approved prior to registering for Business Foundations I, and there are no partial refunds. Full refunds are available up to one week prior to the first day of class. Please contact our staff as soon as possible to request a refund.
Mercy Corps Northwest (MCNW) is committed to protecting the personal information of all clients. MCNW values its relationships with clients and assigns maintaining the trust and confidence of clients the utmost importance. 

Mercy Corps Northwest keeps all financial, personal and contact information secure and private. We do not share our email contacts, addresses or any other personal or business data with other organizations. We do aggregate data to report trends and analyze performance, but there is no personal data associated with these reports. 

This privacy policy will remain in effect even after the client's formal relationship with MCNW has ended. By electronically checking the box below, you accept this privacy policy. 
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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration