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FaBscaler Session: Financial & Accounting Processes
Thursday, November 21, 2019, 9:30 AM - 4:00 PM CDT
Category: FaB Events

  Registration is now closed.  


Starting or scaling a food or beverage business requires that you have strong financial tracking and accounting processes. Just how you go about creating these strong internal systems (earlier rather than later) is the subject of this how-to session of the FaBscaler Series.

Learning from Experienced Industry Professionals
Representatives from Chortek and Quigistics will offer attendees a deep dive to get you started. Their direct industry experience and insights are combined with those of FaB’s Director of Industry Growth, Brad Rostowfske, our Scaler Forum Chair and Director of the UW Food Finance Institute, Tera Johnson, and our partners at the Wisconsin SBDC. The interactive design engages attendees in how-to presentations with checklists to complete and small group Q&A with experienced industry professionals.

Chortek, a FaBcap Program Sponsor, is a professional services firm specializing in accounting and assurance, tax, managed IT, and business software consulting services with direct food and beverage industry experience.

Food Finance Institute is a valued partner in our FaBcap Accelerator Program which makes sophisticated financial technical assistance available to every growing food, beverage, and value-added farm enterprise.

Quigistics, a FaBcap 1 graduate, specializes in the food and beverage industry offering cloud-based software to organize your business and integrate your existing accounting software to exchange sales orders, invoices and other data.

Wisconsin SBDC consultants offer no-cost assistance on startup planning, financing, sales/marketing, new products/services/markets, financial management, and operations. They’re a valued partner of our FaBcap program that are trained in offering financial technical assistance to food and beverage businesses.

The FaBscaler Series is a series of "How To" workshops for food and beverage companies with ambitions to profitably scale and grow their businesses. The Scaler Series' expertise is uniquely focused on the maker/manufacturing side of the industry and all its idiosyncrasies.

Attendees will receive industry-specific professional insights, important food business development templates, personal introductions, and an industry-specific peer network to support their ambitions throughout the life of their business. Learn more about our FaBscaler Series and upcoming sessions.

Who should attend? Entrepreneurs and business owners alike starting a business or scaling up for the first, second, or third time.



Chortek LLP
N19W24133 Riverwood Dr., Suite 305
Waukesha, WI 53188


Members: $50
Non-Members: $85
Includes continental breakfast and lunch, workbooks with templates, and checklists


Complimentary surface lot parking.



9:30 - 10:00 AM
Check-in and networking

10:00 - 10:30 AM
Introductions and FaBScaler Program overview

10:30 - 11:30 AM
Financial & accounting processes presentation by Chortek

11:30 - NOON
Quigistics operation systems demonstration

NOON - 12:45 PM

12:45 - 2:30 PM
Financial & accounting processes checklist, workbook sharing, and Q&A

2:30 - 2:45 PM
Break & networking

2:45 - 4:00 PM
Small group breakout sessions








Contact: Val Ratz, FaB Wisconsin | [email protected]