Business Training Workshops

In an effort to enhance the lending and business counseling services that CEDF already offers, we have added a new training component to maximize the resources available to all small businesses throughout the state.

CEDF now offers small business skills workshops in a small group setting to its existing clients and makes this resource available to all other current small business owners throughout the state. Topics offered include: financials, QuickBooks, taxes, public relations, customer service, marketing, and others as they are identified as important to the small business owner.

CEDF clients have the opportunity to reduce the interest rate on their loan for a total of up to three quarters of a percent (0.75%) by successfully completing three workshops. (A quarter of a percent (0.25%) reduction will be earned for each completed class, up to a maximum of three classes.)

Participants do not need to have previous education or training. These workshops will provide information in basic terms, in a comfortable setting, with a group of small business owners who share similar concerns.

Topics, dates, and locations of future workshops may be found below. Please check back for regular updates.

Topics

Basic financials, accounting and record keeping for the successful small business

Introduction to QuickBooks

Taxes

Public Relations

Customer Service

Marketing and Advertising
 

Locations

Meriden– CEDF, 965 East Main Street, Meriden, CT

East Hartford - Community Center – 50 Chapman Place, Room 104

Norwich – Marien & Company, LLC, 124 New London Turnpike, Norwich

Stamford – Stamford Senior Center, 888 Washington Boulevard, Stamford

Bridgeport - Bridgeport City Hall Annex, 999 Broad Street

* location of actual class subject to change depending on facility availability and access to computer lab if needed.

 


Business Accounting and Record Keeping Basics for the Successful Small Business

Topics Covered Include:
Keeping Essential Records for Small Business ♦Setting Up Functional Record Keeping Systems
Break-even Analysis ♦ Revenue and Expense Journals ♦ Cash-vs.-Accrual Accounting Methods
Making Income Projections ♦ Understanding Financial Statements ♦ Balance Sheets, Profit and Loss Statements, Pro Forma Cash Flow Statements

Dates for Fall Session 2008: Download Registration Flier
Each workshop consists of a 3-session series of classes. Participants are expected to attend all three classes to receive full credit and a certificate of successful completion.

Meriden September 25, Oct. 2, 9
Thursdays 6:00 - 8:30 p.m.
CEDF Office - 965 East Main Street
Instructor: Rick Merrick, CPA
East Hartford September 23, 30, Oct. 7
Tuesdays 6:00 - 8:30 p.m.
Community Center – 50 Chapman Place, Room 104
Instructor: Rick Merrick, CPA
Bridgeport (dates to be determined)
Thursdays 6:00 - 8:30 p.m.
Bridgeport City Hall Annex, 999 Broad Street
Instructor: TBA
Norwich October 1, 8, 15
Wednesdays 6:00 - 8:30 p.m.
Marien & Company, LLC - 124 New London Tpk.
Instructor: Tom Marien, CPA
Stamford October 7, 14, 21
Tuesdays 6:00 - 8:30 p.m.
Stamford Senior Center - 888 Washington Blvd, 2nd fl, Stamford
Instructor: Tom McGoldrick, CPA

Cost: $30.00 current CEDF Clients $50.00 all other CT Small Business Owners

Seating is limited to twenty attendees at each location. Early registration is a must!
Registration and payment must be received prior to the start of the first class session.


Tax Related Issues for Small Business
 

Topics Covered Include:
Income Tax (income, expenses, structure, registration, estimated taxes)
Filing Deadlines (reporting and compliance)
Sales Tax (subject, compliance, exempt, use tax, registration)
Taxable Services
Personal Property Tax (excise taxes, registration taxes)
Payroll Tax (introduction and the benefits of using an outside service)

Dates for Fall Session 2008: Download Registration Flier
Each workshop consists of a 2-session series of classes. Participants are expected to attend both classes to receive full credit and a certificate of successful completion.

Meriden October 23 and 30
Thursdays, 6:00 - 8:30 p.m.
CEDF Office - 965 East Main Street
Instructor: Rick Merrick, CPA
East Hartford October 21 and 28
Tuesdays 6:00 - 8:30 p.m.
Community Center – 50 Chapman Place, Room 104
Instructor: Rick Merrick, CPA
Bridgeport November 6 and 13
Thursdays 6:00 - 8:30 p.m.
Bridgeport City Hall Annex, 999 Broad Street
Instructor: Joseph Martorelli, CPA
Norwich October 28 and 29
Tuesday and Wednesday, 6:00 - 8:30 p.m.
Marien & Company, LLC - 124 New London Tpk.
Instructor: Tom Marien, CPA
Stamford November 11 and 18
Tuesdays, 6:00 - 8:30 p.m.
Stamford Senior Center - 888 Washington Blvd, 2nd fl, Stamford
Instructor: Tom McGoldrick, CPA

Cost: $20.00 current CEDF Clients   $40.00 all other CT Small Business Owners

Seating is limited to twenty attendees. Early registration is required!
Registration and payment must be received prior to the start of the first class session.


 

CEDF QuickBooks Workshop

Download Registration Form

Please note that the prerequisite to this class is the successful completion of CEDF’s Keeping the Books workshop (see schedule above). Participants must attend all 4 QuickBooks classes to receive the full benefit of the information that will be covered, as well a certificate of completion.

Due to the hands-on nature of instruction for this class, we can only accommodate 10 participants per session. Before you register, please make sure that you can commit to all four dates.

Please be aware that the demand for this QuickBooks workshop is high and that this class will fill quickly. Registrations are being accepted on a first come, first served basis
In order to confirm your spot in the class, we must receive your completed registration form along with payment.

Dates for Fall 2008 Session

Meriden November 4, 6, 11, 13, 2008
Tuesdays & Thursdays 6:00 – 8:30 pm
CEDF Office - 965 East Main Street, Meriden
Norwich November 3, 5, 10, 12, 2008
Mondays & Wednesdays 6:00 – 8:30 pm
Marien & Company, 124 New London Turnpike, Norwich

Fees
CEDF Clients: $125    Non-clients: $225
Class fee includes a copy of QuickBooks 2008 Software

Training workshops sponsored by CEDF in cooperation with Community Accounting Aid& Services (CAAS), and Webster Bank.
 


Copyright © 2008 CEDF