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June 2021

Counselling Your Clients Through Financial Forecasting

June 22 @ 10:00 am - 1:00 pm

For a small business idea to be considered viable, it should generally meet four criteria: it should be aligned with the entrepreneur’s passions and interests; it should be aligned with their skills, abilities, and resources; it should solve a problem or meet a market need; and it must demonstrate financial viability. While small business clients can encounter uncertainty with any of these four criteria, proving financial viability is often the largest hurdle. Simply put, many would-be entrepreneurs struggle with financial literacy and numeracy, preventing them from properly assessing the profit potential of their enterprise.  In ‘Counselling Your Clients through Financial Forecasting’, we’ll explore strategies and methodologies you can use to help your clients through this often-difficult process. Specifically, you’ll discover: The 4 reasons…

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September 2021

Client Management Part 2

September 9 @ 10:00 am - 2:00 pm

This practical and experiential course builds on the content covered in ‘Client Management   Part 1’ and reaches deeper into building and managing client relationships. Using a combination of individual reflection, paired and group discussion, role play and case analysis. Cost is $250 per person, $225 for each additional person from the same organization.

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Business Model Canvas 101

September 23 @ 10:00 am - 2:00 pm

Business plans guide the entrepreneur’s strategy, help them raise capital, test their assumptions, and convey important ideas to others. Too often entrepreneurs get caught in the weeds writing lengthy plans before testing basic logic behind their business model. Often ideas have not been tested on real people, and they may not understand the value proposition, cost drivers, and revenue streams. Business Model Canvas is accepted worldwide as an essential business startup tool that helps business owners clear those hurdles. Cost is $250 per person, $225 each additional person from the same organization. For questions or more information contact Jodi Eye 1-866-654-4499

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