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Cash Flow Talks January: Introduction to Cash Flow Management: Understanding the Basics

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Speaker - Mike Milan

Topic: Introduction to Cash Flow Management: Understanding the Basics

January 9, 2026 at 11:00 AM EST

Cash flow problems are rarely caused by a lack of data — they’re caused by a lack of clarity.

This month, Mike will walkthrough you to a Quick Assessment and Home Run Financial System to show how 10 numbers turn into an instant cash flow story.

In this 12-part monthly series, Cash Flow Mike walks accountants, bookkeepers, and advisors through the real drivers of cash flow inside a business and shows how to turn financial statements into clear, confident advisory conversations.

Each session focuses on one critical cash flow topic — from profitability and pricing to working capital, forecasting, and financing — and includes a live, practical demonstration using the Clear Path To Cash app. Attendees will see how a small set of numbers can quickly reveal hidden cash opportunities, financial blind spots, and the decisions that matter most.

This series is designed for professionals who want to:

  1. Move beyond reporting and into true advisory
  2. Identify cash flow issues in minutes, not hours
  3. Translate financial data into conversations clients understand
  4. Deliver consistent, repeatable insights across their client base

What to Expect Each Month

  1. A focused lesson on a core cash flow concept
  2. A real-world demonstration using the Clear Path To Cash framework
  3. Practical insights advisors can immediately apply with clients

Whether you’re new to advisory services or looking to sharpen your delivery, Cash Flow Mastery provides a clear, structured path to helping clients make better financial decisions — one month at a time.

This is a webinar series, so you only have to register once to be registered for all of the events.

Cost: Free

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