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The real difference between profit and cash flow
Why a business can look healthy on paper and still run out of money — and the timing reality every owner needs to see.
Missed it the first time around? Good news — we're bringing the three-part series back to NYC small business owners by popular demand. This is Session 1: Cash Flow.
A 60-minute, no-pitch session for owners, founders, and operators running businesses in New York City. Built by Finli, brought to you by Flagstar Bank Small Business Banking, and delivered live by Finli founder & CEO Lori Shao.
Why a business can look healthy on paper and still run out of money — and the timing reality every owner needs to see.
The simplest possible forecast template, the inputs that matter, and how to use it for 15 minutes a week.
The four specific signals that a cash flow problem is forming — and what to do in the window before it becomes a crisis.
This is not a generic financial literacy webinar. The room is professional services owners, retailers, food and hospitality operators, educators, and consultants — the businesses that run on invoicing, payment cycles, and tight margins. You're in good company.
Founder & CEO, Finli
Connect on LinkedInFor years, we’ve built scalable software inside banks so they can actually support the small and micro businesses on their books. That work put us shoulder-to-shoulder with operators like you — and made one thing clear: the day-to-day is death by a thousand paper cuts. Handcuffed by tools that weren’t built for you. Nickel-and-dimed when your margins are already razor thin. Doing real work, with the strange feeling of being less in control of your own business than you should be.
Finli exists because we saw that pattern again and again, and decided to fix it. Every product decision we make starts from your pain points and ends at your wins. Your wins are our north star.
We’re a venture-backed technology company and a Certified B Corporation and Public Benefit Corporation — meaning leveling the playing field for small and micro businesses isn’t a marketing line for us, it’s legally written into how we operate. We build the software that helps banks and their business customers work together better. But mission alone doesn’t build good products. So we listen — to what frustrates you, what you wish worked, what you’ve given up trying to solve — and we let what we hear decide what we build, when, and how.
That’s what makes this series different. It’s not a lecture. It’s the real stats, what owners across the country are actually doing about cash flow, and the hands-on workshops we’ve seen move the needle — delivered live, with room for your questions. All free, because Flagstar believes the work you’re doing matters and we know how to help.
60 minutes. Practical. Free. Live with Lori.
Register on Zoom →