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There's a new year ahead...If you have yet to complete a budget and business plan for the 2022 year, it is not too late. Join Ray daSilva as he discusses how to forecast, budget and build a business plan that will help you successfully navigate the new year with David Duryee and Tracy Bech of 60 Minute CFO.
Use the Zoom link below if you prefer a one step registration without having to sign in to IAM Learning.
Author & Advisor
Dave is the author of a five-star rated Amazon Bestseller book entitled "60 Minute CFO: Bridging the Gap Between Business Owner, Banker and CPA". A former banker, small business owner, and
principal in a Certified Public Accounting firm, Dave commits his time now to making financial disciplines accessible to small business owners and executives with a special focus on the moving industry. He has lectured widely to moving industry groups and has published 60 Minute CFO: The Fast Track to Understanding Finance for Movers, an adaptation of his award winning book.
IAM Learning has recently entered into an agreement with Dave to bring the content of his book live in an online training course titled "Financial Disciplines for Movers" which is scheduled for release in May of 2021.
Chief Executive Officer at Good Path Consulting, Partner at 60 Minute CFO
Tracy is a serial entrepreneur and business consultant specializing in facilitating CEOs in sharing best practices within confidential CEO Forums. She focuses on financial analysis, business development, facilitating connections and entrepreneurship.
Tracy's CEO Forums bring together owners and entrepreneurs in the moving industry who share information, best practices and benchmarking statistics.
Tracy is instrumental in the creation of 60 Minute CFO Academy online courses to help business leaders better understand what their financial statements are telling them, and to finally understand what their banker, accountant, CPA and CFO are saying.
President, Mobility
Exchange, LLC
Ray daSilva started his career in the mobility services
industry in 1978 as a moving consultant for Alaska
Orient Van Service, a United Van Lines agent in Anchorage, Alaska. He has held
positions in sales, management and executive roles based in Anchorage,
Honolulu, Singapore, London, Florida and Washington, DC. During his 23 years
with the Crown Worldwide Group, Ray served on its Executive Board where he
contributed to the growth of its global network of offices.
He played a key
role in developing Crown University, a visionary staff training and management
development program. Throughout his career, Ray has believed in the inherent
power of facilitating connectivity and collaboration within a fragmented
industry. This led him to contribute to the development of RedSky Mobility
Solutions, an innovative cloud based international move management system. He
currently serves as President of Mobility Exchange, LLC which develops and
implements collaborative technology solutions for the mobility services
industry in partnership with the IAM.
