SMALL BUSINESS LEARNING SESSIONS Fall 2015
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1 SMALL BUSINESS LEARNING SESSIONS Fall 2015 If you re starting or expanding a business and looking for direction, you can t afford to miss these great training sessions designed to save you time and money. Small Business Learning Sessions Our sessions focus on four main topics: QuickBooks, Human Resources, Business Planning, and Money Skills. All sessions on this schedule will be held at Community Futures Central Alberta. Our Presenters All of our presenters are professionals in their field and knowledgeable about the topics in which they are presenting. Registration Pre-registration is required for all sessions. This allows us to prepare materials in advance for each session. Red Deer Location: Community Futures Central Alberta Avenue, Red Deer, Alberta For Registration: Call us at (403) OR central@albertacf.com Register Today! Page 1
2 Fall 2015 Schedule at a Glance September 2015 DATE TIME TITLE COST 16 9:30-11:00 Getting to Know Your Market and Industry FREE 23 10:00-11:00 How to Sell to the Alberta Government FREE 28 12:10-1:00 Lunchtime Learning Preparing Your Start Up Budget for Your Business Plan FREE October 2015 DATE TIME TITLE COST 2 9:00-12:00 Understanding Basic Bookkeeping $ :10-1:00 Lunchtime Learning Preparing Your Marketing Plan and Market Research for FREE Your Business Plan 16 9:00-12:00 Introduction to QuickBooks $179.00* 19 12:10-1:00 Lunchtime Learning Preparing Your Cashflow for Your Business Plan FREE 20 1:00-3:00 Money Skills Module #1 Personal Budgeting $50.00** 23 9:00-12:00 Beginner QuickBooks $179.00* 26 12:10-1:00 Lunchtime Learning Preparing Your Start Up Budget for Your Business Plan FREE *Bundle the Introduction to QuickBooks and Beginner QuickBooks courses for only $299.00, or bundle the Introduction to QuickBooks, Beginner QuickBooks, Advanced QuickBooks and QuickBooks Payroll for $ **Money Skills modules are $50 each or $40 each if taking more than one module. This schedule is subject to change without notice. Register Today! Page 2
3 November 2015 DATE TIME TITLE COST 2 12:10-1:00 Lunchtime Learning Preparing Your Marketing Plan and Market Research for FREE Your Business Plan 4 10:30-11:30 Attracting and Hiring Productive Employees $ :10-1:00 Lunchtime Learning Preparing Your Cashflow for Your Business Plan FREE 16 12:10-1:00 Lunchtime Learning Preparing Your Start Up Budget for Your Business Plan FREE 17 1:00-3:00 Money Skills Module #2 Living with Credit $50.00** 23 12:10-1:00 Lunchtime Learning Preparing Your Marketing Plan and Market Research for FREE Your Business Plan 25 10:30-11:30 Employee Engagement and Retention Techniques $ :00-12:00 Advanced QuickBooks $179.00* 30 12:10-1:00 Lunchtime Learning Preparing Your Cashflow for Your Business Plan FREE December 2015 DATE TIME TITLE COST 1 1:00-3:00 Money Skills Module #3 Buying or Renting a Home $50.00** 2 12:00-1:00 BizStream Doing Business in the Oilfield FREE 4 9:00-12:00 QuickBooks Payroll $179.00* *Bundle the Introduction to QuickBooks and Beginner QuickBooks courses for only $299.00, or bundle the Introduction to QuickBooks, Beginner QuickBooks, Advanced QuickBooks and QuickBooks Payroll for $ **Money Skills modules are $50 each or $40 each if taking more than one module. This schedule is subject to change without notice. Register Today! Page 3
4 LEARNING SESSION DETAILED INFORMATION BUSINESS PLAN SESSIONS Lunchtime Learning Preparing Your Start up Budget for Your Business Plan Learn how to create a budget for your business plan. The staff at Community Futures Central Alberta will explain the steps to figure out how much money you will need to open your business and keep your business operating. Offered on: September 28 th, October 26 th, November 16 th 12:10pm - 1:00pm Lunchtime Learning Preparing Your Marketing Plan and Market Research for Your Business Plan Learn how to create a marketing plan and how to gather market research. The staff at Community Futures Central Alberta will explain what is needed for a marketing plan and why you should do market research before going into business. Offered on: October 5 th, November 2 nd, November 23 rd 12:10pm - 1:00pm Lunchtime Learning Preparing Your Cash Flow for Your Business Plan Learn how to create a cash flow statement for your business plan. The staff at Community Futures Central Alberta will work with you to make sense of why you need a cash flow in your business plan and why it is important to understand cash flow for your business. Offered on: October 19 th, November 9 th, November 30 th 12:10pm - 1:00pm Register Today! Page 4
5 QUICKBOOKS TRAINING SESSIONS All of our courses use QuickBooks Premier 2015, which is installed on our computers. Please bring a flash drive so you can take a copy of your work home with you. You will be provided with handouts of the information you are learning at each class. In order to attend any of the QuickBooks classes, you must have basic knowledge of bookkeeping. For example, you must know what the following functions are: Chart of Accounts Accounts Receivable Accounts Payable How to prepare a bank reconciliation The difference between a debit and a credit Pre-registration is required for all QuickBooks courses and full payment must be received no later than 4:30 p.m. the Tuesday prior to class. In order to run QuickBooks sessions, a minimum of four participants must be registered. Customized QuickBooks Training *NEW* In addition to the scheduled QuickBooks sessions being offered, we also now offer customized QuickBooks training to meet the specific needs of small businesses. Call us at for a quote. Understanding Basic Bookkeeping Join our certified Bookkeeper and QuickBooks trainer, Debbie Romkes, as she takes you through the basics of simple bookkeeping practices. Learn what a debit and credit is, explanations of the various areas in your financial statements, learn how to reconcile your bank and the importance of it, and basic transaction entering whether you are doing your books in an accounting program, or on a spreadsheet. Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: October 2 nd 9:00am 12:00pm Cost: $ (Pre-registration is required and seating is limited) Register Today! Page 5
6 Introduction to QuickBooks Learn how to get organized and started in the software. Specifics about what you will be learning are: 1. Learn how to set your QuickBooks file up properly Initial file set up and activation Setting up your Chart of Accounts Setting your Preferences for the company Setting up your customers and vendors 2. Learn how to maneuver in QuickBooks 3. Backing up and restoring your file Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: October 16 th 9:00am 12:00pm Cost: $ per class or bundle with Beginner QuickBooks for $299.00, or bundle all 4 QuickBooks classes for $ (Pre-registration is required and seating is limited) Beginner QuickBooks Training This course will begin after your file is set up and you want to begin processing your bookkeeping documentation. You will be taken through the accounting cycle covering sales, payables/payments, banking and GST. Basic accounting topics will be discussed as well. The following is a detailed outline: 1. Sales Transactions: sales receipts, create invoices, credit memos, receive payments from customers, apply discounts and credits, and create statements 2. Accounts Payable: enter bills, pay bills, printing cheques, enter credit card charges, pay the credit card, enter bills you paid personally and reimburse yourself 3. Bank and other reconciliations: how to prepare reconciliations 4. File a Sales Tax Return 5. QuickBooks reports: how to find the basic reports you might want to view Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: October 23 rd 9:00am 12:00pm Cost: $ per class or bundle with Introduction to QuickBooks for $299.00, or bundle all 4 QuickBooks classes for $ (Pre-registration is required and seating is limited) Register Today! Page 6
7 Advanced QuickBooks Training Individuals wishing to take this course need to have a background in using QuickBooks (taking the first two classes will help but there should be an element of practical experience). Join our certified QuickBooks trainer, Debbie Romkes, as she goes through some more advanced options in QuickBooks. Below is a detailed outline of some of the things you will learn in this course: Managing your items Setting up classes and using the job costing Using the purchase orders An introduction to using the inventory in QuickBooks Reporting Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: November 27 th 9:00am 12:00pm Cost: $ per class or bundle all 4 QuickBooks classes for $ (Pre-registration is required and seating is limited) Payroll QuickBooks Training Learn how to set up the basic payroll file in your QuickBooks. You will learn how to do payroll item setup, employee set up, basic payroll processing, how to pay your CRA remittances and how to prepare ROE s. A subscription to QuickBooks Payroll is required to perform this function on your personal computer. This is available with Pro versions of QuickBooks. Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: December 4 th 9:00am 12:00pm Cost: $ per class or bundle all 4 QuickBooks classes for $ (Pre-registration is required and seating is limited) Register Today! Page 7
8 MONEY SKILLS TRAINING Module #1: Personal Budgeting This module will provide the skills and tools to successfully create and meet your financial goals on a weekly, monthly and yearly basis. You will be introduced to ways to save money on monthly expenses and what to do with those excess funds. Some basic information on different types of accounts including chequing, savings accounts and investment options will be discussed. Offered on: October 20 th 1:00pm - 3:00pm Cost: $50 or $40 per session if taking two or more Money Skills modules (Pre-registration is required) Module #2: Living with Credit This module will discuss different types of credit and the advantages and disadvantages of each. Specific information will be provided on credit cards as well as managing your personal credit and how your credit report is used by money lenders. Offered on: November 17 th 1:00pm - 3:00pm Cost: $50 or $40 per session if taking two or more Money Skills modules (Pre-registration is required) Module #3: Buying or Renting a Home This module will review the buying process and understanding mortgage terminology. Specific information will be provided on mortgages and how they work and the cost of home ownership. Offered on: December 1 st 1:00pm - 3:00pm Cost: $50 or $40 per session if taking two or more Money Skills modules (Pre-registration is required) Register Today! Page 8
9 HUMAN RESOURCES TRAINING Attracting and Hiring Productive Employees Strengthen your abilities to attract and hire the best staff for your organization. A Talent Acquisition model and other tools are presented with discussion encouraged to learn more about these two core business functions. Benefiting: Small to medium sized businesses looking to improve their ability to attract and hire top performers. Presenter: Devin Lloyd, BizResults Consulting Offered on: November 4 th 10:30am - 11:30 am Cost: $50.00 (Pre-registration is required) Employee Engagement and Retention Techniques Explore two of the hottest topics in strategic human resource management today. Effective employee engagement and retention techniques lead to higher productivity, lower turnover and more profits. Find out some effective leadership techniques that can keep employees productive at work and reduce the high cost of employee turnover. We will explore some of the common reasons employees leave their employers as well as ways leaders can motivate their staff. Benefiting: Businesses of all sizes that are looking for practical solutions to engage, retain and motivate their workforce. Presenter: Devin Lloyd, BizResults Consulting Offered on: November 25 th 10:30am - 11:30 am Cost: $50.00 (Pre-registration is required) Register Today! Page 9
10 BUSINESS LINK WEBINARS Getting to Know Your Market and Industry This webinar will provide an overview on the wide range of data products Statistics Canada offers business owners. Gain a basic understanding of selected standard geographic and industry classifications. Learn how to conduct basic market and industry research on Statistics Canada's website. Presenter: Pamela Borland, Statistics Canada Offered on: September 16 th 9:30am - 11:00am How to Sell to the Alberta Government The Alberta Government is looking for you and your goods and services. With over 2000 purchasers, they buy everything from agricultural goods to professional services and everything in between. These opportunities are being posted daily for all sizes of business, even start-ups, so no business is too small. This webinar will teach you about the Alberta Government's buying practices - who buys what, how they buy, and where to find these opportunities. Presenter: Chelle Busch and Marcy Soehn, Government of Alberta Offered on: September 23 rd 10:00am - 11:00am BIZ STREAM SESSIONS Doing Business in the Oilfield The staff at Community Futures Central Alberta will take you through what you need to know to meet industry requirements and be able to bid on oilfield contracts. This session is currently in the process of being developed. More info will be available soon. Offered on: November 3 rd, December 2 nd 12:00pm - 1:00pm Register Today! Page 10
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