Join our Financial
Management course
Here to help, every step of the way
BTB, DFC, and SAIB have collaborated to create a financial course designed to help you navigate your business finances with confidence. The course consists of three web seminars and concludes with an in-person workshop at the Best Western Biltmore Hotel in Belize City, Belize.
Below, you will find the full course schedule, including links for registration and attendance. We look forward to welcoming you online and at our workshop!
Session 1: Financial Compass 🧭
Date: June 16 , 5:00 PM – 7:00 PM
Format: Virtual via Zoom
Core Focus: Navigating your path to loans and understanding financial goals.
5:00 PM – 5:15 PM | Welcome & Course Introductions
Overview of the 4-part series and setting expectations.
5:15 PM – 6:00 PM | Module 1: Aligning Business Goals with Capital
Identifying short-term vs. long-term business milestones.
Determining when debt financing (a loan) is the right choice vs. other funding sources.
6:00 PM – 6:45 PM | Module 2: Navigating Your Loan Options
Introduction to the lending landscape and commercial terms.
Understanding different loan types (working capital, capital expansion, equipment loans).
6:45 PM – 7:00 PM | Q&A & Action Items
Self-assessment exercise: "Defining your financing need" to complete before Session 2.
Session 2: The Money Map 🗺️
Date: June 18 , 5:00 PM – 7:00 PM
Format: Virtual via Zoom
Core Focus: Understanding finances, financial statements, and key indicators. In-Kind contribution.
5:00 PM – 5:10 PM | Session 1 Recap & Check-in
5:10 PM – 6:00 PM | Module 1: Demystifying Financial Statements
The Big Three: Introduction to the Balance Sheet, Income Statement (P&L), and Cash Flow Statement. In – Kind Contribution.
How lenders view your cash flow vs. your profitability.
6:00 PM – 6:45 PM | Module 2: Key Financial Indicators & Health Checks
Basic financial analysis for non-accountants.
Understanding key indicators: Profit margins, Debt-to-Equity, and Debt Service Coverage Ratio (DSCR).
6:45 PM – 7:00 PM | Q&A & Virtual Wrap-up
Takeaway: A basic financial health checklist to review against your current business numbers.
Session 3: Bookkeeping, Accounting & Loan Preparation 📑
Date: June 23 , 5:00 PM – 7:00 PM
Format: Virtual via Zoom
Core Focus: Record-keeping, accounting principles, and gathering
DFC loan documentation.|
👉🏽 Co-facilitated by Consultant & DFC Representatives
5:00 PM – 5:45 PM | Module 1: Foundations of Solid Bookkeeping
Best practices for daily, weekly, and monthly record-keeping.
Essential accounting principles that keep your business compliant and loan-ready.
5:45 PM – 6:45 PM | Module 2: The DFC Loan Application Toolkit
Demystifying the Development Finance Corporation (DFC) application requirements.
Checklist of required documentation: Business plans, historical financials, projections, and collateral requirements.
Common pitfalls that cause application delays and how to avoid them.
6:45 PM – 7:00 PM | Preparation for the In-Person Workshop
Instructions on what documents, financial notes, or questions to bring to the Grand Resort session.
Session 4: "You are Approved" — In-Person Workshop 🏆
Date: June 25 , 9:00 AM – 3:00 PM
Format: In-Person at Belize Best Western Biltmore Hotel
Core Focus: Managing your loan, repayment strategies, financial sustainability, and interactive consultation.
👉🏽 Co-facilitated by Consultant & DFC Representatives
10:00 AM – 10:30 AM | Welcome Coffee & Group Icebreaker
10:30 AM – 11:30 AM | Module 1: Effective Loan Management & Repayment Strategies
You got the funds—now what? Setting up tracking systems for loan disbursement.
Managing cash flow cycles to ensure timely principal and interest repayments.
Strategies for handling financial tight spots or unexpected market shifts.
11:30 AM – 12:15 PM | Module 2: Long-Term Financial Sustainability
Reinvesting profits back into the business alongside debt service.
Scaling your operations sustainably without over-leveraging.
12:15 PM – 1:00 PM | Working Lunch & Peer Networking
1:00 PM – 1:45 PM | Interactive Practical Lab & Open Consultation
Breakout Table A: DFC Application & Document Review (Direct Q&A with DFC representatives).
Breakout Table B: Bookkeeping & Financial Health Clinic (With the consultant).
1:45 PM – 2:00 PM | Closing Remarks & Distribution of Certificates
