Financial Fundamentals

Friday, May 30, 2025

11:00 AM – 12:15 PM PDT

Location: Royal Ballroom 14

Session Chair(s)

Mike White, CPA

Principal
Addison, Texas

Faculty(s)

Emily Brems, MBA

Consulting CFO
Milton, MA
Christin Trujillo

Partner & Financial Consultant
Richardson, Texas

Session Agenda:
- Review Fundamental Financial Intelligence Critical for Practice Owners and Staff
- Review Structure and Components of a P&L Statement
- Expense Audit Group Exercise

What to Expect & Learning Objectives:

Learn the fundamental financial intelligence critical for medspa / medical aesthetic practice owners and staff.
Understand the structure and components of a Profit and Loss (P&L) statement for a medical aesthetic practice.
Develop skills to distinguish between necessary and excessive spending in the medical aesthetic practice context.
Brainstorm actionable, practical strategies for minimizing unnecessary expenses and maximizing profit in the interactive “Expense Audit” group exercise.

Presentations:

11:05 AM – 11:20 AM PDT

Sharing the Fundamental Financial Intelligence Critical for Practice Owners and Staff
Faculty: Emily Brems, MBA
11:20 AM – 11:35 AM PDT

Structure and Components of a P&L Statement Explained
Faculty: Christin L. Trujillo – Maven Financial Partners
11:35 AM – 12:15 PM PDT

Expense Audit Group Exercise
Faculty: Christin L. Trujillo – Maven Financial Partners