Workshops & Seminars

Workshops & Seminars . . . .

General Small Business Workshop . . . .

Overview

Small Business Issues

Accounting/Finance

Marketing/Sales

How You Will Benefit

Understand what the small business issues are and how to manage them effectively
Identify techniques that companies use to assess their current and future performance
Learn key concepts and the language used by those involved in accounting and finance
Discover various approaches companies use to develop marketing and sales plans
Find out how to manage average employees and have them perform "above average" tasks
Identify specific ways to improve your organization’s operations

Business & Strategic Planning . . . .

Vision & Mission

Improve your knowledge of business and strategic planning by understanding how seasoned senior management thinks and why. Increase the value of your organization by having a path to the future.

Here is an overview of business and strategic planning for those who are directly involved in the planning process, but who want to understand the impact of strategy on their work and their organization’s success. Gain a perspective and vocabulary for business and strategic planning to help you actively and constructively develop your company’s strategic direction.

How You Will Benefit

Understand what business, strategy and strategic planning mean to an organization
Learn key concepts and the language used by those involved in strategic planning
Discover various approaches companies use to develop strategy
Find out how strategy moves from concept through implementation to realization
Recognize techniques companies use to assess their current and future environments
Identify specific ways Strategic Planning can contribute to your organization’s success

What You Will Cover

What business, strategy and strategic planning really mean
How strategy creates value for customers, clients and stakeholders
How companies develop strategy: strategic planning processes
Assessing the environments
Three Ds of strategy: discussion, decision, development
Implementing strategy: how strategy transforms the organization

Who Should Attend

Owners, managers and supervisors who want to expand their strategic planning skills and management perspective and anyone who is involved with the creation and implementation of strategy.

Finance & Accounting

Basics

Where are they getting those numbers? If you've ever asked that question, you're not alone. Thousands of non-financial people feel uncomfortable in discussions with financial and accounting specialists and do not fully understand financial terminology "buzz words," and do not effectively use budgets, balance sheets, P&L statements and other financial data.

As a non-financial person, your actions and decisions affect the financial picture. But, if you are making those decisions without a solid knowledge of finance and accounting, you are operating in the dark. This one-day seminar was developed to meet the specific needs of non-financial people like you. You will learn the basics of accounting and finance in easy-to-understand layman's terms. You will learn how to apply and use the information to operate more efficiently and successfully.

We cover all of the essential elements of finance and accounting in one day.

Seminar Overview

· GAAP - understand any kind of financial data better with simple explanations for "Generally Accepted Accounting Principles"

· Understand how everyday business transactions are translated into financial terms

· Master financial lingo with an extensive glossary (presented in clear, easy-to-understand layman's terms)

· Learn the key benefits and drawbacks of purchasing or leasing capital items

· Prepare a budget that becomes a "road map" for future growth of your company

· Learn how to spot trends and growth areas in balance sheets, P&L statements and other financial documents

· Bring the bottom line into clear focus to determine profitability

· Slash expenses and enhance revenue – you will learn what you can do to operate more profitably without sacrificing important items

Gain a complete understanding of the principles of your company’s finance!

From understanding the essence of cash flow to learning how to create value at the company level, this comprehensive program covers all the principles of your company’s finance.

You will come away with a firm grasp of the principles of your company’s finance. You will be better equipped to speak and interact intelligently with colleagues, bankers and investors…make more informed business decisions...analyze financial statements with new clarity...and understand that the core purpose of your firm is to increase its value.

How You Will Benefit

§ Become grounded in all the principles of your company’s finance

§ Reduce the risk of financial errors in managerial decision making

§ Learn how accounting and bookkeeping work

§ Discover the ins and outs of financial statements and what can and cannot be learned from them

§ Understand how budgeting fits into the world of accounting and the primacy of cash flow

§ Gain greater insight into all the principles of company finance, including interest and ROI

§ Find out how a firm allocates its funds to investment opportunities

§ Gain the skills that will help you make the right buy/lease decisions

§ Learn how to take advantage of cash discounts offered by vendors

§ Make more profitable sales by understanding fixed vs. variable costs

§ Monitor operating results to achieve long-term financial goals

What You Will Cover

Accounting essentials: booking transactions…cash and accrual methods…assets, liabilities and capital
Reading annual reports: reading and understanding financial statements
Seeing your firm from a finance perspective: the importance of cash and flow timing...leverage and risk
Operational budgeting: constructing and using budgets...avoiding pitfalls...budgeting techniques, variances and hierarchies
Time value of money: computing time value for money and applying the mathematics of compound interest and present value
Cost analysis, profit planning and exposures to volume/price risks: categorizing costs to make better decisions...determining break-even levels of quantity, price and cost...understanding "operating leverage"

Who Should Attend

Contact us for more info

Chesapeake Bay Associates