Finance Basics for Business Owners

Let's Talk Money, Business & Building a Stronger Financial Foundation! 

Running a business comes with plenty of moving parts, and understanding your finances is one of the most important pieces of the puzzle!

Finance Basics for Business Owners is a workshop and networking opportunity designed to bring local entrepreneurs and business professionals together for valuable conversations about the financial side of business ownership.

Whether you're just getting started or have been in business for years, this is an opportunity to hear from professionals across banking, accounting, financial services, and estate planning who bring different perspectives to the table.

Meet the Speakers! 

We're bringing together four local professionals for this special workshop:

💼 Fernando Ramos — Estate Planning Attorney, North South Law Group, PLLC

🏦 Shawn Crowley — Commercial Relationship Manager, Achieva

📊 Ana Dominguez — Financial Professional, New York Life

💰 Michael Bertha, MBA, MAcc, CPA — Accounting Professional

Together, they'll bring insight from their respective fields to help business owners think more intentionally about their financial decisions and resources.

What to Expect 

• Financial Perspectives — Hear from professionals working in different areas of business and personal finance.

• Practical Conversations — Explore financial considerations that matter to entrepreneurs and business owners.

• Professional Connections — Meet local business owners and financial professionals who may become valuable resources.

• Room to Learn — Gain fresh perspectives and ideas to consider as you continue building your business.

Event Details

📅 Tuesday, December 8, 2026
⏰ 11:45 AM–1:30 PM
📍 Achieva Credit Union
2115 Collier Parkway, Land O' Lakes, FL 34639

Made Possible Through Partnership 

A special thank you to our event sponsors, North South Law Group, PLLC, New York Life, Achieva Credit Union, and Coastal Bay Tax & Consulting, for bringing this educational opportunity to our local business community.

We're also grateful to Achieva Credit Union for hosting the workshop!

Good business decisions start with good information. Come learn, connect, and invest a little time in your business's financial future!