Wednesday Detail

DiSC 1, 2, 3

Owasco Room

Wednesday, 9:00-11:30, 2:15-3:30

Program Description: The DiSC profile, published by Wiley, is a non-judgmental tool used for discussion of people's behavioral differences. If you participate in a DiSC program, you'll be asked to complete a series of questions that produce a detailed report about your personality and behavior. You'll also receive tips related to working with people of other styles.

Attendees are expected to attend all sessions.

 

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Using Excel to Build a Small Business Toolkit

Robert Griffin, Binghamton SBDC

Coltivare: Ballroom B

Wednesday, 9:00

Program Description: SBDC adviser Robert Griffin will present some of the ways that you can use Excel to build tools that your clients can use to streamline their business processes, such as scheduling and profit monitoring.

Completing this course AND Tools for Financial Analysis - Excel awards 2 points towards Advanced Certification.

 

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Designing Great Marketing Material

Patricia Ciero

Coltivare: Ballroom A

Wednesday, 9:00

Program Description:Whether you need to design a flyer for a new training event, help a client design a new advertisement, or just promote your center’s services, Microsoft Publisher provides robust tools to meet your design needs.

Join Patricia Ciero as she teaches the various tips and tricks of using Publisher to create attractive marketing material for a small business, or your center.

 

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Creating Great Projections with ProfitCents

Kory Franklin

Hotel Ithaca Skaneateles Room

Wednesday, 9:00

Program Description: ProfitCents is a great source of information on industry data, but it can also provide more personalized reports as well. Kory Franklin from Abrigo will show how you can take ProfitCents to the next level by creating strong projections based off of industry metrics.

Completing both ProfitCents courses awards 2 points towards Advanced Certification.

 

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How to Avoid HR Blunders

Complyright

Hotel Ithaca Grand Ballroom

Wednesday, 9:00

Program Description:Understandably, most small, growing businesses are singularly focused on increasing sales and servicing customers. But with growth often comes the need to hire – and along with that, the burden of complying with complex federal, state and even local employment laws. It’s a burden that can be tempting to ignore, until the business is faced with a government investigation or an employee lawsuit. And then it’s too late.
This workshop addresses three potentially crippling HR mistakes small-business employers make every day:

1) Not paying employees correctly
2) Ignoring state or local employment laws
3) Not having policies or an employee handbook implemented

We’ll explain the related regulations in simple terms, provide practical tips on how to comply, and point to free tools and resources you can use to help clients understand and resolve these issues with minimal disruption to their businesses.

Completing this course AND Building Strong Work Relationships awards 2 points towards Advanced Certification.

 

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Valuing a Business with BizBuySell

Coltivare: Ballroom B

Wednesday, 10:30

Program Description: Whether a client is looking to buy or sell a business, understanding how to put a price on the business is key when determining financing needs. BizBuySell will walk through the steps necessary to determine a business’ value, and how to discuss the findings with your clients.

Completing this course AND Tools for Financial Analysis - Excel awards 2 points towards Advanced Certification.

 

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Time Management

Coltivare: Ballroom A

Wednesday, 10:30

Program Description: It often feels as though there isn’t enough time in the day to get everything done. Learn some of the techniques that you can use to maximize your use of time and increase your productivity.

 

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Conducting a 360 Review

ProfitCents

Hotel Ithaca Skaneateles Room

Wednesday, 10:30

Program Description: Learn the steps to create a narrative report with ProfitCents. Take raw financial data, and use that to create a descriptive report that compares clients’ businesses to industry standards, and provide them with easy to understand reports on where their business is succeeding and where there is room for improvement.

Completing BOTH ProfitCents courses awards 2 points towards Advanced Certification.

 

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Lenders and Economic Developers Round Table

Hotel Ithaca Grand Ballroom

Wednesday, 10:30

Program Description: Meet with lenders and economic developers to have a discussion about their various lending programs, how they make lending decisions, and talk about some of the current trends in lending.

 

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Package a Loan Like a Pro

Hotel Ithaca Skaneateles Room

Wednesday, 2:15

Program Description: Loan packaging is a ritual, it involves all we do in our daily routine. However, is the true connection with your client. They are trusting you with their most valuable information not only from their business but also with their personal information. If the advisor has reached this point, the next step is to make sure that their request is going to be funded. Collecting documents is simple, to make sure information match and make sense is another. It is here, where this workshop makes sense to all.

Completing this course AND Understanding Credit awards 2 points towards Advanced Certification.

 

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Annual Administrative Meeting

Hotel Ithaca Grand Ballroom

Wednesday, 2:15

Program Description: A meeting with other SBDC administrators to discuss relevant topics and concerns. A great opportunity to hear what other centers are doing and to share your own experiences.

 

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How to Research Market Trends

Research Network

Coltivare: Ballroom A

Wednesday, 2:15

Program Description: Market trends often feel like they change faster than we can keep up with. Learn techniques that you can use to find out the most up to date market information.

Completing this course AND Giving Great Workshops awards 2 points towards Advanced Certification.

 

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Succession Planning

Cliff Olin

Coltivare: Ballroom B

Wednesday, 2:15

Program Description: As baby boomers begin to retire, succession planning will become an increasing concern for small businesses. Cliff Olin will provide an overview on the succession planning process, the advantages and disadvantages of planning for succession, and how to get started planning for the next owner to take over a client’s business.

 

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Advising on Employee Ownership Business Models

OFFSITE

Wednesday, 2:15

Program Description: An introductory workshop taking place off site at The Space @ GreenStar, 700 West Buffalo St, Ithaca. ADVISORS WILL BE REQUIRED TO PROVIDE THEIR OWN TRANSPORTATION.

Learn about employee ownership business models; and how SBDC advisors can support retiring owners by converting businesses to employee ownership. This 30-minute presentation, followed by Q&A, is part of a nationwide working group on SBDCs and employee-ownership creating resources to offer to SBDC centers across the country. Advisors will have an opportunity to also hear from owners of a local worker-cooperative, and contribute their input about how the SBDC system can best provide resources, tools, and information to employee-ownership advising.

Advisors will be given the option to spend their designated time at GreenStar to receive a tour of the cooperative.

 

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