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Lunch & Learn with BMO

March 25, 2026 11:00 AM - 1:00 PM (PDT)

Description



Unlock the financial insights that drive stronger cash flow, higher company value, and lower business risk.

Join us for a dynamic Lunch & Learn featuring Dan Cunningham, widely known as “The Business Ferret.” Dan specializes in uncovering the hidden financial patterns that determine whether a company achieves sustainable growth — or gets held back by avoidable pitfalls.

What You’ll Learn

In this high‑impact session, Dan will share:

  • The most common financial missteps that limit growth
  • How sustainable cash‑flow growth directly increases company value
  • Key financial patterns that signal strength—or risk
  • Practical steps leaders can take to build more resilient, scalable businesses

Dan will use real (anonymized) financial performance data from publicly traded companies to highlight clear examples of what healthy financial operations look like—and the warning signs every leader should recognize.

 Why Attend

You’ll walk away with actionable strategies that help you:

  • Strengthen financial resilience
  • Reduce operational and financial risk
  • Increase company value
  • Build a more predictable, sustainable cash‑flow engine

 Exclusive Bonus

All attendees will receive a complimentary Business Ferret 5‑year financial analysis, including personalized charts and insights specific to your business.


Location

BMO Seattle Branch

Seattle BMO Branch Conference Room located on the 6th Floor. Parking validation available.

Pricing

In-Person Attendance:

PNAA Members: Complimentary
Non-Members: $25

Virtual Attendance:

PNAA Members: Complimentary
Non-Members: Complimentary


Refund/Cancellation Policy: Refunds will be granted for cancellations submitted before 11:59pm, March 18, 2026. A $10 cancellation fee plus any applicable credit card fees will be assessed. We are generally unable to give refunds after that time.

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