Accelerate Your Business Workshops

Bookkeeping Basics: Financial Records Organization

Instructors: Judy Lloyd and MJ Turton - 1/2 day session - 9:00 am - 12:00 pm

Bookkeeping is critical to business success. To manage the business effectively, you need timely and accurate information. How can you get the information you need to make decisions? Do you have the information to answer the questions the tax auditor is asking? Do you have the information you need to convince the banker to support you? Do you get all of this information from your present bookkeeping system?

In this workshop, you will learn how about:

  • The bookkeeping big picture - journals, ledgers, balance sheet, income statement, sales forecasts, cashflow forecasts, analysis and how they involve or affect bookkeeping.
  • Mapping out your process - paper management, systems, control accounts, reconciliation, understanding transactions, setting up a system, assessing your needs, and how you will do your bookkeeping.

Contract Writing

Instructor: Cheryl Fast - 1/2 day session - 9:00 am to 12:00 pm

Keeping it Clear – Contracts, Service Agreements, Proposals and Quotes

Your reputation in business depends on meeting your customer’s expectations. Success starts with a clear understanding of what will be delivered and the responsibilities for everyone involved. What questions do you need to ask and how do you turn your meeting into a written agreement that will help you meet and exceed your service goals?

A clear contract does not necessarily mean a profitable one. How do you proceed with the contract negotiation and ensure that it is a WIN-WIN outcome for you and your customer. What do you need to consider in determining the exchange of service for money? This workshop will look at managing the contracts that will give you long term, mutually beneficial customer relationships.

  • The benefits of the written agreement
  • Considerations
  • Deposits, Retainers and Invoices
  • Responding to formal bids and requests for proposals
  • Creating templates for contracts

Barrier Busters

Instructor: Cheryl Fast & Crystal Flaman - 1/2 day session - 9:00 am to 12:00 pm

Networking – Making Connections that Matter

Thinking about networking can be anxiety producing. How can you eliminate some of the scarier parts and make the effort pay off for your business results. How do you prepare? This workshop looks at points of connection and conversation openers. Take it further by focusing on what you learn from your connections that will help you reconnect in positive and welcomed ways:

  • What is networking?
  • How can you increase the return on your investment of time?
  • Making decisions BEFORE the event
  • Connecting well DURING the event
  • Following up AFTER the event
  • Organizing business cards

Bookkeeping Basics: Reading Your Financial Statements

Instructor: Judy Lloyd - 1/2 day session - 9:00 am to 12:00 pm

Using your financial information to make better operational decisions.

Program Objective: Give the participant an easy guide for checking the validity of monthly financial reports and basic tools to analyze the information.

  • Preparing your monthly reports
  • Using your monthly financial statements
  • Tools for Analysis of Operations

Supersize Your Sales

Instructor: Robbie Westgard - 1/2 day session - 9:00 am to 12:00 pm

Supersizing Your Sales Includes:

  • Increase your client database and work more effectively with existing customers
  • Understanding the sales process - opportunities to up sell and refer for future sales
  • Asking for the sale – effective closing techniques
  • After sales client care and strategic customer management tips
  • Create a powerful referral system and strengthen and expand your network
  • Develop and fully utilize your strategic alliances
  • Realistic sales plan creation to hit your goals and exceed them

Customer Experience and Service Design

Instructor: Sean Shepherd - 1/2 day session - 9:00 am - 12:00 pm

Workshop Overview
Customer expectations are higher than ever before, and business success is becoming more and more dependent on a company's ability to meet or exceed those expectations with nearly every interaction. Customer experience—or CX—is the summary of all the interactions a company has with a customer over time.

While understanding how to consider and choreograph those interactions is undeniably complex, Service Design is the methodology that organizations all over the world are using to design and deliver exceptional experiences for their customers.

At the end of the workshop, participants will have the foundational tools needed to take a holistic view of an organization's customer experience, identify opportunities that can deepen relationships and drive loyalty, and design and deliver improved experiences to turn transactions into relationships.

Health & Wellness for the Busy Entrepreneur

Instructor: Crystal Flaman - 1/2 day session - 9:00 am - 12:00 pm

Workshop Overview
Focus On Your Health. Build Better Habits. Believe in the best you can become. The greatest wealth is health!

Goal Setting Strategies for Success

Instructor: Crystal Flaman - 1/2 day session - 9:00 am - 12:00 pm

Workshop Overview
Personal & business goal setting strategies for success. How to harness all that is within you to get the results you are looking for and create the life and business you dream of and deserve.

Create Your Business Manifesto

Instructor: Crystal Flaman - 1/2 day session - 9:00 am - 12:00 pm

Workshop Overview
A powerful manifesto will transform your business. Your manifesto should inspire you to do your very best work. If your customers like it and you love it enough to want to see it above your desk every day, you're almost certainly onto a winner! Get clear on your ultimate purpose and your WHY!


Copyright © 2023 Community Futures Development Corporation of Central Okanagan. All Rights Reserved.

site by: thejrp