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Workshops

 

Time and location

Tuesday, September 24, 2019 @ 3:00 p.m. – 6:00 p.m.
Wednesday, September 25, 2019 @ 3:00 p.m. – 6:00 p.m
Thursday, September 26, 2019 @ 3:00 p.m. – 6:00 p.m

Lurie Conference Room
Higgins University Center

Workshop detail

This three-day, nine-hour workshop for QuickBooks includes setup, data entry, and financial reporting.  These sessions are open discussion, non-threatening, not overwhelming and you will be able to ask specific questions.

Topics include:

  • Explanation of QuickBooks
  • Accounting basics required to utilize the software
  • Set up your accounts for your business
  • Understand how to utilize QuickBooks reports to manage your business

If you have never used QuickBooks or don’t understand how to leverage this powerful financial management tool, you should not miss this three-day seminar series.  Nancy Burgess is the President/Owner of Burgess Consulting.  Her interactive teaching style will leave you empowered and ready to tackle the financial management of your business.

Registration is limited to 15 people.  Cost is $199

Speaker

Nancy Burgess, President/Owner, Burgess Consulting

Time and location

Thursday, October 3, 2019
8 am to 11 am

Grace Conference Room
Higgins University Center

Workshop detail

What issues are the stumbling blocks for entrepreneurs? By working with the right legal and accounting advisors, you can avoid costly mistakes and get yourself on a path to success. You will hear from a seasoned corporate law attorney and CPA on present real life examples of common mistakes entrepreneurs make and discuss how they were able to work through these problems. An accountant will also discuss the implications of not paying close attention to business financials. Topics will include legal entity, ownership, lease agreements and other important legal decisions you need to consider as a business owner.

Workshop fee:  $25.00


Speaker

Mary Casey, Esq., Managing Attorney, Harbor Law Group
Ronald Rosen, CPA

 

Time and location

Saturday, October 12, 2019
9 am to noon

ASEC Conference Room 202
Alumni Student Engagement Center

Workshop detail

Note: This workshop will be presented in Spanish. A copy of the presentation will be made available in Spanish and in English. Este taller se presentará en español.

This workshop will embrace the fundamental elements of a proper business plan. Two sections – narrative and financials – will be covered. Some key areas such as the mission statement, the management team, how the business will be conducted, the marketing plan, start-up costs and necessary funding among others will be addressed. Special attention will be paid to essential financial statements and schedules, such as the source and use statement, income statement, statement of cash flow, the balance sheet, amortization schedule and key financial ratios.

There is no fee for this workshop.  To register, please email mtula@clarku.edu.

Speakers

MSBDC Staff

 

Time and location

Thursday, October 17, 2019
8 am to 11 am

Grace Conference Room
Higgins University Center

Workshop detail

Creating a web presence is fairly straightforward for most businesses, but developing a comprehensive and effective web strategy is a challenge that requires attention, knowledge, and persistence. The dynamic web gurus from Wicked Good Web are experts in how to create and maintain an effective digital machine for businesses at all stages of development. Using real-world examples from their own New England clients, they’ll work through how to create a winning digital strategy and cover information architecture, user experience/website design, search engine marketing, digital marketing optimization and tracking, and understanding Google Analytics and other analytics platforms. You’ll come away with new information to help you develop appropriate digital strategies for businesses at all levels of development.

Workshop fee:  $25.00

Speakers

Wicked Good Web – Since 2015, Alison and Greg Wilder have been working with businesses across Northern New England to transform their digital strategies by taking full advantage of today’s possibilities in data mining and analysis.

 

Time and location

Tuesday, October 22, 2019
8 am to 11 am

Lurie Conference Room
Higgins University Center

Workshop detail

Once a company is no longer a startup and knows it will be around for the foreseeable future, the next step in having a successful business is to set up a retirement plan. Whether you already have a plan or you are just starting the process of looking at different plans, the objectives are always the same-

1. Reduce your current tax liability

2. Reward those employees who helped you grow your business

3. Pay yourself as a deductible business expense. This presentation is designed to give business owners and key executives the resources to help them choose the type of retirement plan that fits best for their company.

Workshop fee:  $25

Speakers

David Ferris II, CFP®, Financial Advisor
Ferris Wealth Management Group of Wells Fargo Advisors

Time and location

Wednesday, October 30, 2019
8 am to 11 am

Grace Conference Room
Higgins University Center

Workshop detail

What makes you different, your brand, will serve as the building blocks for your website. Your website’s goal is to build awareness, offering information, and compel a viewer to take action that results in sales. This will be an interactive workshop. After the experts have discussed strategies behind your branding and website decisions, they will show examples and ask for audience participation. If time allows, you may have the opportunity to have your website critiqued by the audience.

Workshop fee:  $25.00

Speakers

Stephanie Audette – Stephanie Audette Design, LLC
Lysa Miller, Vice President of Business Development – 3 Media Web

Time and location

Wednesday, November 6, 2019
8 am to 11 am

Grace Conference Room
Higgins University Center

Workshop detail

Learning the proper sources of financing to start, expand or acquire a business can be one of the most difficult problems a business owner may encounter. What are the different options to fund your business? What are the legal and or tax implications to your decisions. Our panel of experts will represent several different sources and types of funding. Learn your range of options and the impact of your decisions.

Workshop fee:  $25.00

Speakers

Cheryl Miller, Sr. Business Advisor and Training Director – SBDC
Jeffrey Donaldson, Esq., of Counsel – Mirick O’Connell
Richard Powell, CPA, CGMA, Greenberg, Rosenblatt, Kull & Bitsoli, PC
Avidia Bank and Country Bank
Ronald Fraser, Chair and Richard Powell, Treasurer – The Venture Forum
Peter Dunn, Assistant Chief Development Officer, City of Worcester
Sandra Cataldo, Economic Development Manager and Norman Vigeant, Vice President, Lending – North Central Mass Development Center

Time and location

Wednesday, November 20, 2019
8 am to 11 am

Grace Conference Room
Higgins University Center

Workshop detail

Understanding taxes and the applicability to your business can be intimidating. However, not having a comprehensive tax strategy for your business can put your company, and as a result you personally, at a disadvantage. Last year there was significant tax reform. During this illuminating seminar, S&G will discuss tax considerations that are essential to your business success.

Understand and discuss implementation strategies using examples with the 2018 tax law changes:
What did the Tax Cuts and Jobs Bill mean to your industry?
Are there strategies that could impact your business performance?
Should you be making changes looking forward?

This seminar will be important to the owners of small and medium sized businesses, both well established and those just starting out.

Workshop fee:  $25.00

Speakers

Curtis Feldman, CPA, Partner, S & G, LLP
Jonah Lerner, J.D., Manager, S & G, LLP
Matthew Andersen, CPA, Manager, S & G, LLP

Time and location

Wednesday, December 4, 2019
9 am to 4 pm

ASEC Conference Room 202
Alumni Student Engagement Center

Workshop detail

Session I: 9:00 a.m. – 12:00 p.m.
This workshop focuses on helping entrepreneurs understand the fundamentals of owning a business. Information on how to get started, where and how to get financing, and the loan application process will be presented. Attendees will also be provided with a free business plan guide and other materials. (Breakfast will be provided to all participants free of charge).

Session II: 1:00 p.m. – 4:00 p.m.
Understanding Financial Statements
The focus of this workshop is to help attendees understand a balance sheet, income statement, and cash flow statement. The workshop also explains how a small business owner can anticipate financial needs in order to operate the business more efficiently. (Lunch will be provided to all participants).

There is no fee for this workshop.  To register, please email mtula@clarku.edu.

Speakers:

Jessica Mello, Business Assistance and Marketing Officer, SEED Corporation (South Eastern Economic Development)
Leo Sharkey, Sr. Business Advisor/Technology Specialist, MSBDC Central Office

 

 

Additional information

 

Parking

  • Clark University Parking Garage – Entrance on Downing Street. Guest parking is located on the upper level.
  • Alumni & Student Engagement Center parking lot – 939 Main Street, Worcester (next to St. Peter’s Church)
  • Administrative parking lot – (between Woodland & Hawthorne Streets)
  • Clark Labs parking lot – 921 Main Street, Worcester

Some on-street parking is permitted, but please check street signs carefully for parking restrictions.

Parking and campus map

$199 for QuickBooks workshop

$25 for each workshop

Credit card payment accepted with online registration, or a check, made payable to Clark University, may be mailed to:

Clark University SBDC
950 Main Street
Worcester MA
01610-1477

Space is limited. Advanced registration required. Registration fees include materials and coffee/tea service. The Clark SBDC reserves the right to cancel or reschedule a workshop due to insufficient enrollment. Registration fees will be returned or credited towards future programs only if the Clark SBDC cancels or reschedules a seminar. Sorry, no refunds will be given to individuals who register but are unable to attend.

Please contact the Clark University SBDC for more information at 508-793-7615 or via Email at sbdc@clarku.edu.

Register

The Massachusetts Small Business Development Center Network Central Regional Office at Clark University would like to extend thanks to the following institutions for their financial support, thus allowing us to provide quality and educational workshops at a nominal fee to the small business community.

Contact Information

Small Business Development Center

Office Location
Mailing Address
  • Clark University SBDC
    950 Main Street
    Worcester MA, 01610-1477