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Wednesday 6th February

Financial Planning for Growing Businesses (Doncaster)

Date: Wednesday 6 February 2019
Time: 9:30am – 12:30pm
Venue: Holiday Inn, DN4 9UX

The Masterclass will be a directed discussion format based around three key areas of financial management. These are:

  • Management information
  • Tax Planning for business
  • Obtaining funding & raising finance

Delegates will receive presentations on each of the above areas from Shorts Chartered Accountants, Accounts, Management Accounts, Tax and Corporate Finance Departments. The presenters will then lead discussions with the group on the issues raised and attendees will be encouraged to discuss real life issues they are facing within their business.

The Masterclass will also cover:

  • Good quality management information – what it is, why it is important, using technology and the cloud to get better MI
  • Tax Planning for business – top ten things all businesses should consider about tax
  • Obtaining funding and raising finance – overview of the process and the types of funding available

What are the benefits to my business?

  • Gain a better understanding of some of the fundamentals of good financial management
  • Get a better understanding of how to deliver more insightful and useful business information and how this can lead to better informed decisions and lead to better performance
  • Gain an understanding of the technology that is currently available to make your business processes more efficient
  • Gain a better awareness of the current taxation issues facing business
  • Get a better understanding of the processes involved in raising finance and the different types of funding available

Who is the Masterclass for?

This Masterclass is for all growing SMEs within the Sheffield City Region, as long as the below eligibility criteria is met.

This Masterclass is aimed at owner managed businesses or decision makers within the business. They may or may not have a finance focus. The Masterclass is relevant to all businesses, however, those who have seen significant change or growth recently or are looking to grow or obtain investment or raise funding soon may find this particularly useful.

Who is leading this Masterclass?

Steve Carroll – Steve is an experienced finance director with over 15 years’ hands-on commercial involvement with SME businesses at board level. Prior to this, Steve qualified as a chartered management accountant during his seven years with a leading international advisory firm. Steve has extensive experience of assisting organisations with successfully raising finance for projects including company acquisitions, refinancing working capital and investment for growth.


Q/ How can I contact the organiser with any questions?

A/ Email

Q/ What are my transport/parking options for getting to and from the event?

A/ There is free parking available at the venue

Q/ I would like to bring a colleague, is this ok?

A/ No, only one attendee per company is permitted.

Q/ Will refreshments be provided?

A/ Hot and cold drinks will be available


Only one registration per business via Eventbrite will be confirmed. If additional people from your business would like to attend, they can be added to a waiting list by emailing with the business name, name of additional attendee and contact telephone number. If this Masterclass isn’t fully subscribed upon the closure of registrations, we will contact you to offer the additional place. The waiting list will be prioritised on a first come first served basis. Businesses that register more than one attendee via Eventbrite will be contacted and asked to nominate one person to attend.

This Masterclass is open to small and medium-sized enterprises based in the Sheffield City Region. If you are unsure whether you fall into this region you can use the postcode checker.

A part of your business must be based in one of the following districts: Barnsley, Bassetlaw, Bolsover, Chesterfield, Derbyshire Dales, Doncaster, North East Derbyshire. Rotherham or Sheffield.

Please note that if your firm that is part of a larger Group you may need to include staff headcount, turnover, balance sheet data for the Group too, to ascertain whether it is eligible.

We are pleased to be able to provide this masterclass free of charge due to funding from the European Regional Development Fund. There are a number of eligibility criteria for attendees which we will check using the online registration questions and in a phone call to every attendee prior to the event.

More Sheffield City Region Growth Hub Enhancement Project Masterclasses.

Contact us for more information.

This event will be delivered by the ‘Sheffield City Region Growth Hub Enhancement Project’ that is part-funded by the England European Regional Development Fund as part of the European Structural and Investment Funds Growth Programme 2014-2020.  The project, for high-growth businesses in the Sheffield City Region, aims to increase their competitiveness and so help them grow and prosper.