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 FormPlease 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.
|