Business Training Program

 


August 26, 2014

Small Business Management Training

SCORE SE Wisconsin presents a number of workshops, seminars, webinars and other classes specifically designed to address the key areas necessary for a successful business.  SCORE courses are unique in that they are presented by successful business executives who have expertise and experience in these specific business areas.  Join us for a training session or a series of training sessions to help you achieve success.

This page is divided into three sections:

  1. Upcoming training sessions Now Open for Registration and the Ones Next to Open
  2. A catalog of all our management training sessions
  3. Individual Workshop, Seminar, Webinar or Class Descriptions, Dates Offered, Locations & Registration


If you do not see your topic of interest listed below, please let us know and we will work to accommodate you.

Training Sessions Now Open For Registration

DATE
SESSION TITLE
LOCATION
Sat. Sept. 6, 2014 How to Write a Short Effective Business Plan - Module I
Brookfield
Sat. Sept. 13, 2014 Starting a Business? What You Need to Know
Brookfield
Thur. Sept. 18, 2014 QB Section I - Guide to Buying and Using QuickBooks
Brookfield
Sat. Sept. 20, 2014 Financial Basics to Start and to Run a Business
Brookfield
Sat. Sept. 20, 2014 How to Successfully Market Your Business On-Line - Module I
Brookfield
Sat. Sept. 27, 2014 How to Refine Your Business Plan to Present It -
Module II
Brookfield
Sat. Sept. 27, 2014 QB Section II - Solutions to General Issues with QuickBooks
Brookfield

Next Training Sessions to Open for Registration

DATE
SESSION TITLE
LOCATION
Sat. Oct. 4, 2014 How to Successfully Market Your Business On-Line - Module II
Brookfield
Sat. Oct. 11, 2014 Social Media: A Beginner's Guide
Brookfield
Sat. Oct. 11, 2014 Franchising - Profitable Business Opportunity in Franchising
Brookfield
Thur. Oct. 16, 2014 QB Section III - Solutions to General Issues with QuickBooks
Brookfield
Sat. Oct. 18, 2014 Finding and Leading Good People
Brookfield
Sat. Oct. 18, 2014 Pinterest Mrketing Techniques
Brookfield
Sat. Oct. 25, 2014 Power of Email Marketing
Brookfield
Thur. Oct. 30, 2014 QB Section IV - Selling Products & Services and Controlling Accounts Receivables
Brookfield


Catalog of all SCORE SE Wisconsin Management Training Sessions

Click on the session title below for a description, location and dates offered.

Startups

Existing Businesses

Internet Marketing and Social Media

QuickBooks Series

Individual Session Descriptions, Dates Offered, Location & Registration

Startups

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Starting a Business? What You Need to Know
This seminar is focused on those who are considering going into business for themselves. We will discuss many of the myths and realities of being an entrepreneur and will go through a number of self evaluation tools to make sure it's right for you. Once you know you are ready to own your own business, we will review a checklist of things to do before investing your money in starting the business. (For more information....)

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday September 13, 2014 9:00 am - Noon - Brookfield

The session above is now open for registration. The one listed below will open approximately 30 days before its scheduled date.

Saturday December 6, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005                 (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. To register click on the yellow REGISTER HERE below.
 
REGISTER HERE

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How to Get a Business Loan
A panel discussion on how to build your credit ranking and the types of business loans and the requirements for eligibility, preparation of information needed to obtain a loan, and the process of asking for a loan.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. I am interested in this session. Send me information about its next scheduled date.


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How To Write a Short Effective Business Plan - Module I
This is the first of a two module workshop set. In this hands on workshop learn how to prepare a meaningful business plan that will lead you to success. Learn how to "exercise" and "listen" to your business plan, how to tackle the usually illusive and tough marketing portion of the plan, how to do the financial "what ifs" and how to be comfortable and enjoy a rewarding experience. (For more information....)

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday September 6, 2014 9:00 am - 12:30 pm - Brookfield

The session above is now open for registration. The one listed below will open approximately 30 days before its scheduled date.

Saturday January 10, 2015 9:00 am - 12:30 pm - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. To register click on the yellow REGISTER HERE below.

REGISTER HERE

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How to Refine Your Business Plan to Present It - Module II
This is the second of a two module workshop set. It is desirable but not necessary to have taken Module I. In this hands on workshop learn how to prepare the financial portion of your business plan that will lead you to success. Learn how to convert the financial "what ifs" to financial projections required by investors and/or lenders. (For more information....)

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday September 27, 2014 9:00 am - 12:30 pm- Brookfield

The session above is now open for registration. The one listed below will open approximately 30 days before its scheduled date.

Saturday January 24, 2015 9:00 am - 12:30 pm- Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. To register click on the yellow REGISTER HERE below.
 
REGISTER HERE

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Financial Basics to Start and to Run A Business
This session is designed for those looking for an introduction to financial statements or just a refresher on how to use the statements. It will focus on understanding and using financial information to plan and operate a small business. (For more information....)

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday September 20, 2014 8:30 am - Noon Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. To register click on the yellow REGISTER HERE below.
 

REGISTER HERE

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How to Start a Consulting Business
Learn the start-up method, legal and insurance needs and how to manage a home-based or e-commerce business.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday November 1, 2014 9:00 am - Noon Brookfield

Locations
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Milwaukee Urban League
435 W. North Avenue
Milwaukee, WI 53212                (Click here for map)

Gateway Technical College iMET Center
2320 Renaissance Blvd.
Sturtevant, WI 53177                (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


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FRANCHISING - Profitable Business Opportunity in Franchising
Learn all the basics about buying and operating a franchise. Discover if a franchise is right for you. How much they cost and how to finance the purchase.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday October 11, 2014 9:00 am - Noon Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00.Registration will open approximately 30 days before the scheduled date.

Existing Businesses

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How to Prepare an Annual Operating Plan
Learn how to plan for your growth, implement cost reductions and live within your plan. This training is for existing businesses interested in planning their growth regardless of whether they have a business plan or not.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. I am interested in this session. Send me information about its next scheduled date.


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Increase Your Profit with More Financial Knowledge
Get the most from your financial statements. Increase your financial acumen and business performance by using your financial statements for understanding costs, price setting, contributing margins, break even, and why a business can be profitable and run out of cash.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. I am interested in this session. Send me information about its next scheduled date.


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Human Resources: FINDING AND LEADING GOOD PEOPLE
How to lead employees, the people who make or break your business - hire the right people, supervise them properly and build your business.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday October 18, 2014 9:00 - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


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How to Manage Your Business with Your Business Plan
This course will focus on converting your annual financial plan into a monthly budget and how to create monthly reports that provide you with information to help you manage your business to success. We will provide you with simple excel tools. Demonstrate how to use these tools to easily convert your annual plan into a budget, provide monthly financial results to generate performance reports and how to add and adjust your data to improve your operations.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. I am interested in this session. Send me information about its next scheduled date.


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How to Select and Use a System to Grow Your Business
Every entrepreneur is directed to obtain an accounting system before or soon after they open for business often based on little or no information. Quicken, Quick Books and Peach Tree are often selected because they are lower cost and promoted as systems for non-accountants. Your first system can be a simple Excel spreadsheet system or a complex ERP. Some specialized Customer Relationship Management (CRM) systems also provide basic accounting. This course will go review various types of systems, provide hands on examples, discuss how adaptable each system is and how modules can be added as your business grows.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. I am interested in this session. Send me information about its next scheduled date.


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How to Market Your Business: Action Plan
The development of a comprehensive Marketing Plan will help you focus on the only two sources of business revenue: Selling more to existing customers or attracting new customers. Which is best for you?

Date and Time - Networking & check-in 30 mins. before program starting time. Saturday Saturday December 13, 2014 9:00 am - Noon - Brookfield

Location Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.

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Successful Selling Techniques For Your Business
Learn the proven techniques that will increase sales and profits. This session will provide a plan for successful face to face selling for those lacking in a sales background and examples and techniques that will increase your chances for successful selling.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday November 15, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


Internet Marketing and Social Media

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How to Successfully Market Your Business On-Line -
Module I

Learn to build your website right, to use search engine marketing (SEM) and performance analytic tools.

And you will leave with a checklist of action items for you to follow in implementing what you have learned. (For more information....)

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday September 20, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. To register click on the yellow REGISTER HERE below.
 

REGISTER HERE

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How to Successfully Market Your Business On-line -
Module II

Learn to use social media, effective e-mail marketing and blogging with feeds for visitors to subscribe to.

And you will leave with a checklist of action items for you to follow in implementing what you have learned.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday October 4, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


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Increase Your Web site Ranking by Search Engine Optimization (SEO)
Having a web site means nothing if it is not designed properly and your customers cannot find you online.  Developed for both new and existing businesses, you will learn the basics of SEO -- how to enhance your Webster's ranking in the search engines so you will be one of the top choices.

I am interested in this session. Send me information about its next scheduled date.


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Getting Started With e-Mail Marketing
New to e-mail marketing? Want to learn how to use an e-mail service? We'll show you! We will present a live, guided demonstration on the tools and features inside Constant Contact’s e-mail marketing system. In this time-efficient, highly practical session, you will learn the basics so you can get going with your own e-mail marketing, including:

  • Setting up your e-mail account
  • Creating an e-mail campaign and editing a template
  • Branding your e-mails with your logo, colors and photos
  • Creating content that people want to receive and read
  • Importing your e-mail list into your database
  • Getting new subscribers by adding sign-up boxes to your website and e-mails
  • Tracking and interpreting your results


Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday November 22, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.

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The Power of E-mail Marketing
E-mail is the most cost-effective, targeted, trackable, and efficient way to build and maintain relationships in all types of business and organizations. This session will teach you how to master e-mail marketing communications with a comprehensive look at best practices and winning strategies that lead to increased profits, revenue and engagement. Topics in this session will include:

  • E-mail is marketing...and what marketing really is
  • Beyond the message (and your list) – e-mail is more than just e-mail
  • What to write about
  • Getting readers to take action

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday October 25, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


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Social Media: A Beginner's Guide
Does the thought of Social Media make your head spin? If so, you aren’t alone. This workshop will help you steady yourself and set you on a path toward using social media effectively. During this introductory class, we will help you understand the differences between LinkedIn, Twitter, FaceBook, Google+ and Pinterest that will allow you to make an informed choice about which site is best for your business. This class is perfect for the social media beginner.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday October 11, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.

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Pinterest Marketing Techniques
Learn to use the Pinterest business pages to create video and images, display on a board and connect with FaceBook and Twitter. This is a hands-on workshop.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday October 18, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


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FaceBook As a Marketing Tool
Social media can enhance recognition, increase sales, and build customer loyalty: using FaceBook is an essential marketing method in today’s businesses.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday November 8, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


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Twitter Marketing for Your Business
Are you lost or afraid of Twitter? Don't know what the heck Tweets, Retweets, #Hashtags, Follows, and trend-ing topics are? Then this class is for you! Learn the essential Twitter marketing techniques to help you build an audience and create a network that will help you grow your business.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

I am interested in this session. Send me information about its next scheduled date.


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Introduction to LinkedIn for Professionals
LinkedIn strategy and tips will help you capitalize your LinkedIn profile and company page and acquire customer leads. You can find, be introduced to, and collaborate with qualified professionals that you need to work with to accomplish your business goals. Learn how to search LinkedIn for new employees, suppliers & customers. The course will show you how to integrate LinkedIn into your company and personal branding and marketing efforts.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

I am interested in this session. Send me information about its next scheduled date.


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Using LinkedIn to Grow Your Business
LinkedIn is the #1 professional networking site. In this hands-on class, you will learn how to create an optimized personal profile, develop an influential network and how to effectively grow your brand using LinkedIn.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday January 17, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


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Instant Marketing with Instagram
Learn how this increasingly popular online mobile photo/video-sharing and social networking platform can popularize your business. This is a hands-on workshop.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday January 14, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
The cost for the first person to register is $35.00 and for each additional person it is $20.00. Registration will open approximately 30 days before the scheduled date.


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Social Media: Are You Using It Effectively?
Using social media effectively is more than just having a FaceBook page or a Twitter account. This class will discuss many must-haves that will help you take your social media experience to the next level. Attendees should have an active social media presence. We will cover the following topics:

  • Review of the main social media platforms
  • Assessing if your social media activities and sites align with your business goals
  • Ideas for creating informative and meaningful content
  • Converting your followers from “fan to advocate”
  • Social media best practices and tips for avoiding negative feedback
  • Analyzing your effectiveness through insights and analytics
  • Tools to coordinate multiple social media sites
  • Time management tips

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

I am interested in this session. Send me information about its next scheduled date.


QuickBooks Series

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QB Section I: Guide to Buying and Using QuickBooks
This workshop is for entrepreneurs, both with and without an accounting background, who want to learn about QuickBooks before committing to purchase the software. The workshop is a hands on training where you will learn how to set up a company correctly to support your understanding of the operations of the business. (For more information....)

Date and Time - Networking & check-in 30 mins. before program starting time.
Thursday September 18, 2014 9:00 am - Noon - Brookfield

The session above is now open for registration. The one listed below will open approximately 30 days before its scheduled date.

Saturday November 8, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB(or larger) USB drive with your data if you wish.

To register click on the yellow REGISTER HERE below.
 
REGISTER HERE

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QB Section II – Solutions to General Issues with QuickBooks
This workshop is for entrepreneurs, both with and without accounting backgrounds, who have purchased Quick Books but do not feel that the results are satisfactory. The workshop is a hands on training where the workshop facilitator will answer questions and go through scenarios that are brought up by attendees and from other workshops that are known to trouble existing QuickBooks owners. (For more information....)

Date and Time
Networking & check-in 30 mins. before program starting time. Thursday Saturday September 27, 2014 9:00 am - Noon - Brookfield

The session above is now open for registration. The one listed below will open approximately 30 days before its scheduled date.

Thursday November 20, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 attendees to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB (or larger) USB drive with your data if you wish.

To register click on the yellow REGISTER HERE below.
 
REGISTER HERE

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QB Section III: Processing and Controlling Cash & Other Assets on QuickBooks
This workshop is for entrepreneurs, both with and without accounting backgrounds who have purchased Quick Books who desire to understand and control cash flow by using QuickBooks. This workshop is for entrepreneurs who feel they need to have a better understanding of how transactions impact cash flow statements used by bankers and others and to use Quick Books to plan for future cash transactions The workshop is a hands on training where the workshop facilitator will answer questions and go through scenarios that are brought up by attendees and other workshops that are known to trouble existing Quick Books owners.

Date and Time - Networking & check-in 30 mins. before program starting time.
Thursday October 16, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 attendees to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB (or larger) USB drive with your data if you wish.

Registration will open approximately 30 days before the scheduled date.


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QB Section IV: Selling Products and Services and Controlling Accounts Receivable
This workshop is for entrepreneurs, both with and without accounting backgrounds, who have purchased Quick Books and desire to streamline sales reporting and sales record-keeping by using QuickBooks. This workshop is for entrepreneurs who feel they need to improve the efficiency of recording sales, maintaining inventory records and effectively use a single QuickBooks transaction to provide sales management information. The workshop is a hands on training where the workshop facilitator will answer questions and go through scenarios that are brought up by attendees and other workshops that are known to trouble existing QuickBooks owners. 

Date and Time - Networking & check-in 30 mins. before program starting time.
Thursday October 30, 2014 9:00 am - Noon - Brookfield

Location
Ottawa University
245 S. Executive Drive   
Brookfield, WI 53005              (Click here for map)

Cost and Registration

This workshop is limited to 10 attendees to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB (or larger) USB drive with your data if you wish.

Registration will open approximately 30 days before the scheduled date.


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QB Section V: Using Accounts Payable & Other Liability Accounts and Maintaining Equity Accounts
This workshop is for entrepreneurs, both with and without accounting backgrounds, who have purchased Quick Books and desire to accurately record debt and equity transaction in QuickBooks. This workshop is for entrepreneurs who feel they need to integrate debt service and cash draws into their operating plan. The workshop is a hands on training where the workshop facilitator will answer questions and go through scenarios that are brought up by attendees and other workshops that are known to trouble existing Quick Books owners.

Date and Time - Networking & check-in 30 mins. before program starting time.
Saturday December 6, 2014 9:00 am - Noon Brookfield

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 to provide time to answer individual questions. Registration must be in advance and walk-ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB (or larger) USB drive with your data if you wish.

Registration will open approximately 30 days before the scheduled date.


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QB Section VI: QuickBooks Account & Control Inventory: Non-Manufacturing
This workshop is for entrepreneurs, both with and without accounting backgrounds, who want to use QuickBooks to control their inventory and integrate inventory into sales and cost of sales to simplify day to day accounting. This workshop is for entrepreneurs who feel they need to integrate inventory into their operating plan. The workshop is a hands on training where the workshop facilitator will answer questions and go through scenarios that are brought up by attendees and other workshops that are known to trouble existing QuickBooks owners.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB(or larger) USB drive with your data if you wish.

I am interested in this session. Send me information about its next scheduled date.


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QB Section VII: QuickBooks and Manufacturing Business
This workshop is for entrepreneurs, both with and without accounting backgrounds, who want to use QuickBooks for a manufacturing operation. This workshop is for entrepreneurs who feel they need to integrate manufacturing inventory, Bills of Material and Process Sheet Control in the business. The workshop is a hands on training where the workshop facilitator will answer questions and go through scenarios that are brought up by attendees and other workshops that are known to trouble existing QuickBooks owners.

Topics that will be covered:

  1. How do I define items to be under inventory control?
  2. How do I structure a bill of material?
  3. Ordering Inventory – how does inventory impact purchase orders?
  4. Receiving – how do I report the products I receive?
  5. Paying Vendor Invoices – does using inventory impact how to process accounts payable?
  6. Correct Inventory Errors – how do I correct errors, what is the impact on operating results?
  7. How do I report labor to parts I manufacture?

You will also be given a also be given a CD with all the support documents and reference materials for you to take home.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB(or larger) USB drive with your data if you wish.

I am interested in this session. Send me information about its next scheduled date.


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QB Section VIII: Using QuickBooks for Payroll
This workshop is for entrepreneurs, both with and without accounting backgrounds, who want to use QuickBooks for employee payroll or who want to integrate an outside payroll service into their QuickBooks system. We will investigate how to use QuickBooks to pay and record payroll, payroll taxes and benefits.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB(or larger) USB drive with your data if you wish.

I am interested in this session. Send me information about its next scheduled date.


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QB Section IX: Using QuickBooks to Prepare Financial Analysis & Financial Reports
This workshop is for entrepreneurs, both with and without accounting backgrounds, who want to use QuickBooks to complete business analysis and to prepare reports beyond the Balance Sheet, Income Statement and Cash Flow Statement. We will investigate how to write reports and set up a simplified method of producing the reports each month.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB(or larger) USB drive with your data if you wish.

I am interested in this session. Send me information about its next scheduled date.


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QB Section X: Preparing a Budget & Budget Variance Reports in QuickBooks
This workshop is for entrepreneurs, both with and without accounting backgrounds, who want to use QuickBooks to track budget and business plans and the performance of the business compared to the plan. We will investigate how to load the budget into QuickBooks and how to prepare and use budget variance reports.

Date and Time - Networking & check-in 30 mins. before program starting time.

Location
Ottawa University
245 S. Executive Drive
Brookfield, WI 53005              (Click here for map)

Cost and Registration
This workshop is limited to 10 to provide time to answer individual questions. Registration must be in advance and walk ins are not allowed. The cost to register is $35.00 with no refunds unless cancelled two days before the scheduled date. Bring a 20 MB(or larger) USB drive with your data if you wish.

I am interested in this training. Send me information about its next scheduled date.