Balancing the Books: Constructing a Pro-Forma Balance Sheet


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Thursday, August 13, 2026 12:00 PM - 1:30 PM   iCalendar Central Standard Time

LIVE Presentation Runs (90 minutes):    1:00-2:30 pm Eastern | 12:00-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00 -11:30 am Pacific

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Constructing a pro-forma balance sheet doesn't have to be a source of dread. We’ll break down the mechanics of debits and credits, how to reflect loan proceeds and injections accurately, and how to adjust for intangibles. Watch the process in action as we build several sample balance sheets from scratch.

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