Village Workshop: Financial Modeling: Communicating Your Story with Numbers

Join us for this Village Workshop: Financial Modeling: Communicating Your Story with Numbers with Patrick Terry & Kyle Putman!

About this event

If you have tried to raise funds, you are familiar with the ask of a financial model or forecast/projection. Every company has a story, from ideation to where you are today and the aspiration for tomorrow. Regardless of where you are in this journey, it is a story you have lived, know by heart and have told many times. This workshop is an introduction to being able to illustrate this story in a financial model, which provides another perspective that you as well as investors, creditors, customers and partners can use to measure the viability of a company and its plan.

Patrick Terry is a hopeless optimist with a thirst for technology and how it can improve every facet of our lives, allowing us all to focus on those things that really matter.As an audit principal with Windham Brannon LLC, a top Atlanta public accounting firm, Patrick leads their technology practice with a focus on wholistic objectives for businesses and its owners. Leveraging the experience of client’s success and failures, Patrick helps remove potential obstacles to enable greater success. 

Kyle is an Audit Senior Manager at Windham Brannon and has nearly 10 years of experience in public accounting. Kyle coordinates the various phases of the engagement’s fieldwork with clients in various industries, supervises assurance functions and works closely with partners to communicate the day-to-day activities of the engagement.As a manager, he has considerable experience working with industries in assurance as well as employee benefit plans in construction, manufacturing & distribution, technology and the not-for-profit industries. He also serves as manager during audits of federal funds and employee benefit plan audit engagements. Kyle is involved in firm leadership through Windham Brannon’s Assurance Council and Process Committee and is also a dedicated member of Windham Brannon’s mentoring and coaching program.Kyle holds a Bachelor of Accountancy and a Master of Accountancy from the University of Mississippi’s Patterson School of Accountancy. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA).