Holistic Business Breakeven & Enterprise Budgeting
Educator: Anjali Oberoi, O&Co. / Bernoullai Finance
This webinar is focused on financial goal-setting for your business. Regardless of whether you are just starting out, launching a new product or channel, managing your lifestyle business, or planning an expansive growth strategy, your business needs an accompanying financial plan of action to ensure your course is realistic. We will pick up on where we left off with our “Managing Cash with Grace” webinar (delivered in March 2019) and discuss the Enterprise-level budgeting process in detail. A key focus here is defining breakeven, not just at the overall business level, but also within each line of business, within your product mix, and when making operational decisions or capital investments. It is only when each individual initiative breaks even (at a minimum!) that a business can thrive. Our goal is to leave you with a perspective (and accompanying tools) that you can quickly employ across both small and high-level decisions to ensure your compass is always pointing north.
Anjali Oberoi
Anjali Oberoi is an incurable chocoholic, food enthusiast, and environmentalist with extensive experience in finance and operations. Anjali founded Bernoulli Finance to address critical gaps at fast-growing ecologically-minded companies, helping them record, monitor, and use their financial data for better decision making and long term planning.
Her past professional affiliations have included being Treasurer of the Board and Finance & Accounting Instructor at the Food Craft Institute (FCI), a nonprofit that teaches current and future entrepreneurs traditional food making and business skills; and Partner/CFO at Fare Resources, a collective of consultant-entrepreneurs that builds strong food communities through consulting, education, and resource development. Anjali was previously the CFO at Belcampo Group, a food production and farming company with operations across California, Belize, and Uruguay. Her experience spans management consulting for multinationals, financial planning and analysis for small enterprises, and business concept development for seed stage ventures across multiple industries. Her progressive specialization in the food sector stems from an early and unrelenting passion for the history, economics, and production of good chocolate.
Anjali holds an MBA in International Business and MS in Finance from Temple University, and an M.Tech. and B.Tech. in Biochemical Engineering & Biotechnology from the Indian Institute of Technology (IIT), Delhi. She is a native English and Hindi speaker, and has a working knowledge of Arabic and Spanish. When not creating financial solutions, Anjali is usually found backpacking, reading, searching for her next best chocolate experience, or chasing after her two littles – most often a combination of all of these.
