/Events

Jan
21
Tue
QuickBooks Level 1 @ CPCC Levine Campus Room 2105
Jan 21 @ 8:30 am – 12:30 pm

Description

Discover how to manage and maintain your business finances by automating your accounting and financial reporting functions. Use this computerized program to set your company’s chart of accounts, receive payments, pay bills, create lists, track cash sales, enter bills, create invoices, make deposits, reconcile bank accounts and write checks in order to more easily manage your financial decisions.

Objectives

Upon successful completion of this course, the participants will be able to:

  • Set up a Chart of Accounts
  • Create Invoices
  • Receive Payments
  • Track Both Cash and Charge Sales
  • Make Deposits
  • Pay Bills
  • Create Lists
  • Reconcile Bank Accounts
  • Produce Financial Reports

Content

  1. Class Introduction
    • What does your company do?
    • What information will be important to your company
    • Introduction to the QuickBooks navigator
    • Goals/objectives
    • Business terms
    • Using exercise disk
    • Set up a company
      • Use chart of accounts
      • Open cash account
  2. Review company setup and answer questions
    • Lists
    • Creating a company
    • Customer/job
    • Employee
    • Vendor
    • Customized fields
    • Managing lists
    • Working with bank accounts
      • Writing checks
      • Check registers
      • Handwritten checks
    • Entering and paying bills
    • Accounts Payable
    • Entering and paying bills
    • Learn to back up and restore QuickBooks on your computer
  3. Review items
    • Items (creating)
      • Optional (setting up invoices)
      • (selling products)
    • Invoicing for Service
    • Payment processing
  4. Review
    • Optional (payment processing)
    • Reconciling and other accounts (charge cards, etc.)
    • Creating reports/graphs
    • Customizing

Prerequisites

Basic computer skills & some basic accounting are required.

Method of Instruction

Lecture, Hands on

Evaluation

  • Exam: No
  • Demonstration of Skills: Yes
  • Class Participation: Yes
Jan
22
Wed
Is Starting a Business Right For You? The Basics @ SBA
Jan 22 @ 12:45 pm – 3:00 pm

Is Starting a Business Right for You?

 Session 1:  FREE SCORE Charlotte Workshop

This introductory workshop focuses on the Business Start-Up Basics of testing your business idea and identifying the key factors that influence start-up success. The Start-Up Basics Workshop provides you with an overview of the skills and tools you need when deciding to start a business.

In this session, you learn about the advantages and disadvantages of owning a business, the most profitable form for your business, and the fundamentals of formation, organization, marketing, cash flow and funding sources.

Presented by SCORE Charlotte Certified Mentors at no cost to you.

TO REGISTER, GO TO https://charlotte.score.org/local-workshops-4

Jan
23
Thu
QuickBooks Level 1 @ CPCC Levine Campus Room 2105
Jan 23 @ 8:30 am – 12:30 pm

Description

Discover how to manage and maintain your business finances by automating your accounting and financial reporting functions. Use this computerized program to set your company’s chart of accounts, receive payments, pay bills, create lists, track cash sales, enter bills, create invoices, make deposits, reconcile bank accounts and write checks in order to more easily manage your financial decisions.

Objectives

Upon successful completion of this course, the participants will be able to:

  • Set up a Chart of Accounts
  • Create Invoices
  • Receive Payments
  • Track Both Cash and Charge Sales
  • Make Deposits
  • Pay Bills
  • Create Lists
  • Reconcile Bank Accounts
  • Produce Financial Reports

Content

  1. Class Introduction
    • What does your company do?
    • What information will be important to your company
    • Introduction to the QuickBooks navigator
    • Goals/objectives
    • Business terms
    • Using exercise disk
    • Set up a company
      • Use chart of accounts
      • Open cash account
  2. Review company setup and answer questions
    • Lists
    • Creating a company
    • Customer/job
    • Employee
    • Vendor
    • Customized fields
    • Managing lists
    • Working with bank accounts
      • Writing checks
      • Check registers
      • Handwritten checks
    • Entering and paying bills
    • Accounts Payable
    • Entering and paying bills
    • Learn to back up and restore QuickBooks on your computer
  3. Review items
    • Items (creating)
      • Optional (setting up invoices)
      • (selling products)
    • Invoicing for Service
    • Payment processing
  4. Review
    • Optional (payment processing)
    • Reconciling and other accounts (charge cards, etc.)
    • Creating reports/graphs
    • Customizing

Prerequisites

Basic computer skills & some basic accounting are required.

Method of Instruction

Lecture, Hands on

Evaluation

  • Exam: No
  • Demonstration of Skills: Yes
  • Class Participation: Yes
Is Starting a Business Right For You? SCORE Workshop Series #2–#5 (Fee: $150 for Workshop Series) @ Packard Place, Garage
Jan 23 @ 5:45 pm – 8:30 pm

Is Starting a Business Right for You? SCORE Workshop Series #2 — #5

(Fee: $150 for Workshop Series)

Join us for four three-hour sessions that help you understand these basics:

  • The concepts involved with assessing a business idea,
  • Marketing your product or service,
  • Understanding business financials and how they work, and
  • How to fund and finance your business.

Is Starting a Business Right for You?

Business Start-Up Series – 4 Sessions

Session 2: Business Concept (Jan 9, 2020)

The first workshop focuses on your business concept and step-by-step guidance in researching your idea, your market, and your competition. At the end of the Business Concept Workshop, you are able to identify your target markets, describe your products and services, and collect key competitive information to support your feasibility plan.

Session 3: Marketing Plan (Jan 16, 2020)

The second workshop provides you with an introduction to marketing communication methods and tools to maximize your customer reach. The discussion in the Marketing Plan Workshop covers pricing strategies, positioning, the difference between features and benefits, and different marketing strategies. At the end of this session, you will know how to outline your marketing strategy, test your marketing message, choose the right sales channel, and exercise your marketing strategy.

Session 4: Financial Projections (Jan 23, 2020)

The third workshop uses exercises to help you better understand financial concepts. This session reviews sales and prices, financial risks and rewards, true start-up costs, ongoing operating expenses, setting benchmarks for tracking progress and the organization of all your financial information. Using a hands-on approach, you learn how to use our financial model to forecast sales revenue and build solid pro-forma financial forecasts.

Session 5: Funding Sources and Next Steps (Jan 30, 2020)

The final workshop offers information on how to finance your small business. In this session, discussions include sources of funds, accounting the six C’s of credit, banking relations, ratio analysis, and monthly preparation and review of financial statements. A bank loan officer will give an inside view of how a banker assesses the merit of business plans and loan application. At the end of the series, you have all the tools necessary to decide whether or not to launch your small business.

Attend all four sessions for $150.00 (A second person from the same company is an additional $50.00)

The Business Start-Up Workshop Series is presented by SCORE Certified Mentors. Free one-on-one counseling is part of the workshop process.

 

Emotional Intelligence for Business Success 1 @ CPCC Central Campus Hall Bldg. Room 215/Online
Jan 23 @ 6:00 pm – 8:30 pm
Topic: Disaster Mitigation

The business world is full of unexpected surprises and those who learn to use their Emotional Intelligence to navigate through them have been known to have long-term success. This workshop is designed to increase your self-awareness in your role as an entrepreneur, improve your ability to communicate under pressure and help you focus on solutions to bounce back more quickly. You will learn to recognize the emotions of others and use that data to respond, rather than react under pressure.

Speaker(s): Mic Alexander, Image Wealth Management

Pre-registration required

Jan
25
Sat
Is Starting a Business Right for You? The Basics @ Mountain Island Library
Jan 25 @ 11:00 am – 1:00 pm

Is Starting a Business Right for You?

 Session 1: Start-Up Basics – FREE SCORE Charlotte Workshop

This introductory workshop focuses on the Business Start-Up Basics of testing your business idea and identifying the key factors that influence start-up success. The Business Start-Up Basics Workshop provides you with an overview of the skills and tools you need when deciding to start a business.

In this session, you learn about the advantages and disadvantages of owning a business, the most profitable form for your business, and the fundamentals of formation, organization, marketing, cash flow and funding sources.

Presented by SCORE Charlotte Certified Mentors at no cost to you.

TO REGISTER, GO TO https://charlotte.score.org/local-workshops-4

Jan
27
Mon
QuickBooks Level 1 @ CPCC Central Campus, Levine Technology Bldg
Jan 27 @ 6:00 pm – 9:00 pm

Description

Discover how to manage and maintain your business finances by automating your accounting and financial reporting functions. Use this computerized program to set your company’s chart of accounts, receive payments, pay bills, create lists, track cash sales, enter bills, create invoices, make deposits, reconcile bank accounts and write checks in order to more easily manage your financial decisions.

Objectives

Upon successful completion of this course, the participants will be able to:

  • Set up a Chart of Accounts
  • Create Invoices
  • Receive Payments
  • Track Both Cash and Charge Sales
  • Make Deposits
  • Pay Bills
  • Create Lists
  • Reconcile Bank Accounts
  • Produce Financial Reports

Content

  1. Class Introduction
    • What does your company do?
    • What information will be important to your company
    • Introduction to the QuickBooks navigator
    • Goals/objectives
    • Business terms
    • Using exercise disk
    • Set up a company
      • Use chart of accounts
      • Open cash account
  2. Review company setup and answer questions
    • Lists
    • Creating a company
    • Customer/job
    • Employee
    • Vendor
    • Customized fields
    • Managing lists
    • Working with bank accounts
      • Writing checks
      • Check registers
      • Handwritten checks
    • Entering and paying bills
    • Accounts Payable
    • Entering and paying bills
    • Learn to back up and restore QuickBooks on your computer
  3. Review items
    • Items (creating)
      • Optional (setting up invoices)
      • (selling products)
    • Invoicing for Service
    • Payment processing
  4. Review
    • Optional (payment processing)
    • Reconciling and other accounts (charge cards, etc.)
    • Creating reports/graphs
    • Customizing

Prerequisites

Basic computer skills & some basic accounting are required.

Method of Instruction

Lecture, Hands on

Evaluation

  • Exam: No
  • Demonstation of Skills: Yes
  • Class Partcipation: Yes
Jan
29
Wed
QuickBooks Level 1 @ CPCC Central Campus, Levine Technology Bldg
Jan 29 @ 6:00 pm – 9:00 pm

Description

Discover how to manage and maintain your business finances by automating your accounting and financial reporting functions. Use this computerized program to set your company’s chart of accounts, receive payments, pay bills, create lists, track cash sales, enter bills, create invoices, make deposits, reconcile bank accounts and write checks in order to more easily manage your financial decisions.

Objectives

Upon successful completion of this course, the participants will be able to:

  • Set up a Chart of Accounts
  • Create Invoices
  • Receive Payments
  • Track Both Cash and Charge Sales
  • Make Deposits
  • Pay Bills
  • Create Lists
  • Reconcile Bank Accounts
  • Produce Financial Reports

Content

  1. Class Introduction
    • What does your company do?
    • What information will be important to your company
    • Introduction to the QuickBooks navigator
    • Goals/objectives
    • Business terms
    • Using exercise disk
    • Set up a company
      • Use chart of accounts
      • Open cash account
  2. Review company setup and answer questions
    • Lists
    • Creating a company
    • Customer/job
    • Employee
    • Vendor
    • Customized fields
    • Managing lists
    • Working with bank accounts
      • Writing checks
      • Check registers
      • Handwritten checks
    • Entering and paying bills
    • Accounts Payable
    • Entering and paying bills
    • Learn to back up and restore QuickBooks on your computer
  3. Review items
    • Items (creating)
      • Optional (setting up invoices)
      • (selling products)
    • Invoicing for Service
    • Payment processing
  4. Review
    • Optional (payment processing)
    • Reconciling and other accounts (charge cards, etc.)
    • Creating reports/graphs
    • Customizing

Prerequisites

Basic computer skills & some basic accounting are required.

Method of Instruction

Lecture, Hands on

Evaluation

  • Exam: No
  • Demonstation of Skills: Yes
  • Class Partcipation: Yes
Jan
30
Thu
Is Starting a Business Right For You? SCORE Workshop Series #2–#5 (Fee: $150 for Workshop Series) @ Packard Place, Garage
Jan 30 @ 5:45 pm – 8:30 pm

Is Starting a Business Right for You? SCORE Workshop Series #2 — #5

(Fee: $150 for Workshop Series)

Join us for four three-hour sessions that help you understand these basics:

  • The concepts involved with assessing a business idea,
  • Marketing your product or service,
  • Understanding business financials and how they work, and
  • How to fund and finance your business.

Is Starting a Business Right for You?

Business Start-Up Series – 4 Sessions

Session 2: Business Concept (Jan 9, 2020)

The first workshop focuses on your business concept and step-by-step guidance in researching your idea, your market, and your competition. At the end of the Business Concept Workshop, you are able to identify your target markets, describe your products and services, and collect key competitive information to support your feasibility plan.

Session 3: Marketing Plan (Jan 16, 2020)

The second workshop provides you with an introduction to marketing communication methods and tools to maximize your customer reach. The discussion in the Marketing Plan Workshop covers pricing strategies, positioning, the difference between features and benefits, and different marketing strategies. At the end of this session, you will know how to outline your marketing strategy, test your marketing message, choose the right sales channel, and exercise your marketing strategy.

Session 4: Financial Projections (Jan 23, 2020)

The third workshop uses exercises to help you better understand financial concepts. This session reviews sales and prices, financial risks and rewards, true start-up costs, ongoing operating expenses, setting benchmarks for tracking progress and the organization of all your financial information. Using a hands-on approach, you learn how to use our financial model to forecast sales revenue and build solid pro-forma financial forecasts.

Session 5: Funding Sources and Next Steps (Jan 30, 2020)

The final workshop offers information on how to finance your small business. In this session, discussions include sources of funds, accounting the six C’s of credit, banking relations, ratio analysis, and monthly preparation and review of financial statements. A bank loan officer will give an inside view of how a banker assesses the merit of business plans and loan application. At the end of the series, you have all the tools necessary to decide whether or not to launch your small business.

Attend all four sessions for $150.00 (A second person from the same company is an additional $50.00)

The Business Start-Up Workshop Series is presented by SCORE Certified Mentors. Free one-on-one counseling is part of the workshop process.

 

Feb
3
Mon
QuickBooks Level 1 @ CPCC Central Campus, Levine Technology Bldg
Feb 3 @ 6:00 pm – 9:00 pm

Description

Discover how to manage and maintain your business finances by automating your accounting and financial reporting functions. Use this computerized program to set your company’s chart of accounts, receive payments, pay bills, create lists, track cash sales, enter bills, create invoices, make deposits, reconcile bank accounts and write checks in order to more easily manage your financial decisions.

Objectives

Upon successful completion of this course, the participants will be able to:

  • Set up a Chart of Accounts
  • Create Invoices
  • Receive Payments
  • Track Both Cash and Charge Sales
  • Make Deposits
  • Pay Bills
  • Create Lists
  • Reconcile Bank Accounts
  • Produce Financial Reports

Content

  1. Class Introduction
    • What does your company do?
    • What information will be important to your company
    • Introduction to the QuickBooks navigator
    • Goals/objectives
    • Business terms
    • Using exercise disk
    • Set up a company
      • Use chart of accounts
      • Open cash account
  2. Review company setup and answer questions
    • Lists
    • Creating a company
    • Customer/job
    • Employee
    • Vendor
    • Customized fields
    • Managing lists
    • Working with bank accounts
      • Writing checks
      • Check registers
      • Handwritten checks
    • Entering and paying bills
    • Accounts Payable
    • Entering and paying bills
    • Learn to back up and restore QuickBooks on your computer
  3. Review items
    • Items (creating)
      • Optional (setting up invoices)
      • (selling products)
    • Invoicing for Service
    • Payment processing
  4. Review
    • Optional (payment processing)
    • Reconciling and other accounts (charge cards, etc.)
    • Creating reports/graphs
    • Customizing

Prerequisites

Basic computer skills & some basic accounting are required.

Method of Instruction

Lecture, Hands on

Evaluation

  • Exam: No
  • Demonstation of Skills: Yes
  • Class Partcipation: Yes