Événement

SMART PLANS. BIG WINS.

Less Stress. More Confidence. Big Wins.

Join Envista Credit Union and Berberich Trahan & Co. for a Lunch and Learn Training series for businesses.

Proactive & Technology-based Solutions for Your Business Financials
June 7th 11:45-1:00

Having the right tools to help you ensure your numbers are correct and your system is efficient, changes the game for your business and gives you the answers you need when seeking funding to grow your business. Learn ways to improve your financials and how Envista is making reconciling easier and more accurate.

Business Budgeting
September 6th 11:45-1:00

Creating a budget is critical to your business' success. Learn about how to develop and work with a living budget to gain a better financial outlook for planning and preparing for the growth of your business.

Meet your trainers:

Traci Herrick
Outsourced CFO, Berberich Trahan & Co.

Don't let Traci's fun personality and approachable smile fool you. She doesn't come across as a geek, but ask her about Marvel Comics or financial numbers and watch the nerd fly! After graduating from Kansas State University with a business degree, majoring in Finance, she has worked in industries and positions which have given her experience in accounting, human resources, marketing, and business development with a dab of information technology thrown in for good measure.
She has served as the CFO for the Kansas Department of Commerce and various positions at Security Benefit Group, managing multimillion dollar budgets in each organization. That experience has allowed her to be able to see the big picture when solving financial and other concerns. She now applies that big picture mentality and proactive problem solving skills to small and medium sized companies that aren't ready for a full-time CFO.

Erik Evans
Manager of Business Services, Envista Credit Union

As a family man, den leader and sailing enthusiast, Erik knows what matters most at the end of the day. After graduating from Washburn University with a business degree, majoring in Economics and Management, he has worked in the financial industry for 17 years gaining experience in operations, commercial lending, information technology and management.
Erik serves as the Business Services Manager for Envista Credit Union handling business loans and deposits. His calm and analytical approach allows him to excel with the numbers, but his passion is helping businesses create their story.