Practical & Financial Forecasting Workshop - Evelyn Partners

Join us for an engaging and informative workshop on practical and financial forecasting with Evelyn Partners.

During this workshop, you will learn how to effectively forecast using third-party applications that seamlessly integrate with your accounting system. These applications provide real-time forecasts based on live data, ensuring accurate and up-to-date financial insights.

Led by Amy Harper & Kieran Martin from Evelyn Partners, the workshop will include a comprehensive walkthrough of an example application. You will gain valuable tips on best practices for financial forecasting and have the opportunity to engage in what-if scenario testing.

Whether you are a business owner, financial professional, or simply interested in enhancing your forecasting skills, this workshop is designed to provide practical knowledge and hands-on experience. Don't miss out on this opportunity to improve your financial forecasting abilities.

Amy Harper is a Partner at Evelyn Partners and has over 15 years’ experience of working with growth businesses. Evelyn Partners’ is the UK’s leading integrated wealth management and professional services group with a stated purpose to ‘place the power of good advice into more hands’. They support clients with both their personal financial affairs and their business interests. Its wide range of business services includes assurance and accounting, tax advice, employee benefits, forensic advice, fund administration, fund governance, recovery and restructuring and transaction services.

Kieran Martin works with clients in a variety of sectors, including professional services, manufacturing, technology, property, and recruitment. He joined Evelyn Partners in 2021 from a regional firm, having qualified as a Chartered Certified Accountant the same year. In his work, Kieran focuses his attention on providing good client service, looking for efficiencies and utilising IT solutions where appropriate. His aim is providing meaningful financial data to support businesses with their strategic decision making.

We look forward to seeing you there!

Location: FOUNDRY, Dolphin Centre, Poole BH15 1SR

Directions:

FOUNDRY is across two floors above Poole Bus Station. To access go to first floor of Dolphin via stairs from bus station or escalator outside HMV. Entrance to Foundry is opposite side to the stairs that go up to Library.

By bus: multitude of bus routes from across BCP and Dorset run to Poole Bus Station

By train: Poole Railway Station is just 6 minutes walk away via Falkland Square and Dolphin Centre

By bike: Beryl Bike and Scooter stands in both Bus Station and Kingland Crescent. Secure bike storage available on request.

By car: From Dolphin multi-storey car park take bridge into Dolphin Centre, turn right at end of corridor and follow to end of first floor.