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Managing Business and Personal Finances Separately


After finishing the video included below, you will be given access to its accompanying presentation and granted a CCB certificate showing the credit hours earned from completing this course. You must watch the video in full to qualify for the credit. Thank you for learning with PBDG!

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Class Description

Keeping business and personal finances separately is critical for business success and growth in the Construction industry. It affects your ability to get loans and bonding!

In this class, business owners can expect to learn the following:

  • The difference between personal and business finances,
  • The importance of keeping them separately
  • Learn easy tricks of how to keep the finances separately
  • Learn key strategies of how to position your business for long-term growth.

We will cover personal and business financial statements, budgeting, and the role of good financial hygiene in the strategic business planning process.

Class Level

This is an all-levels class.

Instructor: Natasha Hendricks, Financial Advisor and Planning Specialist with Morgan Stanley

Natasha is an entrepreneur, a speaker, and a business owner. She is a first generation immigrant from Russia, and she has a unique experience of owning a metal fabrication business for fifteen years, as well as running a Wealth Management practice at Morgan Stanley. She graduated from the University of Portland Pumplin School of business with an MBA in Finance and has been a financial mentor to many businesses.