2027 Financial Literacy Workshop for Women

Day 1: Tuesday, January 19

8:30-9:15 A.M. Registration + Breakfast

9:15 A.M. Programming Begins

12:30 P.M. Networking Lunch

5:00 P.M. Programming Concludes

5:30-7:30 P.M. Cocktail Reception at the Beard House

Day 2: Wednesday, January 20 

8:30-9:00 A.M. Breakfast

9:00 A.M. Programming Begins

12:30 P.M. Networking Lunch

4:00 P.M. Programming Concludes

4:00-5:00 P.M. P&L Workshop

4:00-5:00 P.M. Tech Stack Workshop

The Why, What and When of Raising Money

• Stephanie O’Rourk, Partner, CohnReznick Advisory LLC

Identifying Funding Sources, Pitching, and Deal Structuring (Operator Perspectives)

• Christa Cotton, CEO, El Guapo Bitters
• Ellen Yin, Co-Owner and Founder, High Street Hospitality Group

Investor & Deal Maker Perspectives

• Lynda Marren, Founder, Just Add Salt

Navigating Leases, Landlords, and Negotiations

• David Helbraun, Founding Partner & Chairman, Helbraun Levey

ABCs of Restaurant Financial Statements

• Ashley Campbell, President Restaurant Division, FMS Solutions
• Stephanie O’Rourk, Partner, CohnReznick Advisory LLC

Impacting your Financials Through Operations

• Tiffany Daniele, CFO, Union Square Hospitality Group
• Amy Zhou, Vice President of Operations, Gracious Hospitality Management 

Building A Diverse Portfolio of Revenue Sources

• Saadhya Singampalli, Head of Growth, Unapologetic Foods

Mapping Out Your Personal Financial Goals

• David Wiseman, Vice President, Harmony Group, Inc.

P&L Workshop

• Ashley Campbell, President Restaurant Division, FMS Solutions
• Stephanie O’Rourk, Partner, CohnReznick Advisory LLC
• David Wiseman, Vice President, Harmony Group, Inc.

Tech Workshop

• Tiffany Daniele, CFO, Union Square Hospitality Group

The Why, What and When of Raising Money

Gain a firm understanding of the different stages and purposes of raising capital and when it’s best to be raising money. Understand the different types of restaurant funding available and the pros and cons of each.

Identifying Funding Sources, Pitching, and Deal Structuring (Operator Perspectives)

Learn strategies and resources to deepen funding relationships, confidently pitch prospective investors, and strike a deal that makes sense for you and your business from experienced restaurant founders.

Investor & Deal Maker Perspectives

Learn from a panel of seasoned investors and dealmakers on what makes a compelling investment, do’s and don’ts in pitching, and deal structure tips and pitfalls.

Navigating Leases, Landlords, and Negotiations

Hear from legal experts on the lease terms that cost operators the most money and expose their personal finances and learn how to negotiate tenant improvement dollars, limit personal guarantees, protect yourself against construction and opening delays, and avoid the mistakes operators make when they fall in love with a space.

ABCs of Restaurant Financial Statements

Increase your confidence in interpreting financial statements and understand what is most in your control. Learn about some common pitfalls to avoid and what the important metrics are to focus on and why.

Impacting your Financials Through Operations

Hear from experienced operators on the tools, processes, and strategies they implement in day-to-day operations that lead to better financial results.

Building A Diverse Portfolio of Revenue Sources

Adopt a mindset of maximizing your business’ financial success and sustainability by identifying and learning new ways to diversify and grow revenue streams.

Mapping Out Your Personal Financial Goals

Get support on mapping out your short- and long-term financial goals and learn tips on how to minimize risk and protect your personal finances.

P&L Workshop*

Take a deep dive into your numbers with hands-on guidance from experts. This session offers a unique opportunity to review your own P&L, ask questions, and receive individual feedback to help you strengthen your business’s financial foundation.

Tech Workshop*

Take a deep dive into your tech stack with hands-on guidance from experts. This session offers a unique opportunity to evaluate the tech platforms you’re currently using, ask questions, and receive individual feedback.

*Participation is limited to one workshop; advance registration is required.

To find hotels nearby, we recommend using a hotel booking site like hotels.com or booking.com. Hotels located in Times Square and Midtown will be a short walk from the CohnReznick office.

Event speakers will be staying at the Michelangelo Hotel.