Come learn the terminology and put into practice what you learn. We'll spend time working with the Income Statement and show you what it means and how it relates to the Balance Sheet. We'll spend considerable time looking at the Cashflow statement and making sure you can create one for your future use.
A Veritex Representative will give you a banker's point of view and offer advise that every small business owner should know when it comes to understanding financials for your business.
Co-Presenter: Kevin Moon, SVP, SBA Sales Manager, DFW Director
Currently I am employed by Veritex Community Bank as the SBA Dallas Ft. Worth market manager for the last 6 years. I have worked in the banking industry for 30 years in several roles including retail banking, retail branch management, wealth management, business and commercial banking and Government Guaranteed Lending.
My responsibilities today include managing a group of SBA lenders in the DFW market to help small business owners with their short and long-term planning and financial needs.
I currently live in Forney Texas where I was raised and family dating back 4 generations. I have been married for 20 years and have three grown adult boys. Our family belongs and is active in our local church, C-Life Church. I spent 4 years on the Forney City Council from 2016- 2020 legislating, governing city budgets and transacting business on behalf of the city.