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April 2021

Marketing During Extraordinary Times

April 21 @ 9:00 am - 12:00 pm

What you will learn: • The magic metric you must have before you spend a penny marketing. • Learning how to create effective direct response optimized marketing campaigns. • Understand why your website is most likely hurting your client acquisition plans. • Figure out the perfect messages for all your social media initiatives. • What questions to ask to ensure you are spending your marketing dollars wisely. Please bring any examples from your marketing campaigns and we can do a quick review to discuss the wonderful things you are doing and perhaps suggest some subtle change.s Any examples of what you were doing before the virus and what you are doing now would be tremendous.

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Counselling Your Clients Through Succession Planning

April 22 @ 10:00 am - 1:00 pm

Canadian entrepreneurs are in the midst of an unprecedented transition: over the next decade, more than 72% of the country’s 1.1 million business owners plan to exit their business. In the process, they will transfer more than $1.5 trillion in business assets to a new generation of small business owners. At the same time, less than half of these businesses have any kind of succession plan (and only about 1 in 10 has a formal written plan). Join us for this half-day course, where you will discover: The reasons entrepreneurs neglect to plan for succession, and strategies you can use to help your clients overcome them. How to help your clients determine whether they’re ready to begin the succession planning…

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May 2021

Unlock Your Clients’ Potential Using Design Thinking

May 6 @ 10:00 am - 2:00 pm

At a time when so many entrepreneurs are feeling ‘stuck’ (both literally and figuratively), creative or ‘breakthrough’ thinking is often in short supply. Enter: Design Thinking. Design Thinking is a tried and-and-true process for creative problem solving rooted in Empathy. It helps entrepreneurs focus on the people they’re creating solutions for, which leads to better products, services, and internal processes. It helps to challenge engrained assumptions, find the root of a problem, truly understand people’s needs, and thus find meaningful, innovative solutions. Cost is $250 per person, $225 for each additional person from the same organization.

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Counselling Your Clients Through Financial Forecasting

May 20 @ 10:00 am - 1:00 pm

For a small business idea to be considered viable, it should generally meet four criteria: it should be aligned with the entrepreneur’s passions and interests; it should be aligned with their skills, abilities, and resources; it should solve a problem or meet a market need; and it must demonstrate financial viability. While small business clients can encounter uncertainty at any of these four stages, proving financial viability is often the largest hurdle. Simply put, many would-be entrepreneurs struggle with financial literacy, numeracy, and market analysis, and this prevents them from properly assessing the profit potential of their enterprise. In ‘Counselling Your Clients through Financial Forecasting’, we’ll explore strategies and methodologies you can use to help your clients through this often-difficult process. Cost…

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June 2021

Business Plan Analysis for Small Enterprises

June 3 @ 10:00 am - 2:00 pm

Business Plan Analysis for Small and Micro Enterprise is for Business Development Professionals (counsellors, consultants, business coaches, and advisors) who work with small business clients to develop, maintain, and expand their businesses. It will be particularly beneficial for anyone who is expected to review written business plans or business funding applications. Cost is $250 per person, $225 each additional person from the same organization. For questions or more information contact Jodi Eye 1-866-654-4499

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September 2021

Client Management Part 2

September 9 @ 10:00 am - 2:00 pm

This practical and experiential course builds on the content covered in ‘Client Management   Part 1’ and reaches deeper into building and managing client relationships. Using a combination of individual reflection, paired and group discussion, role play and case analysis. Cost is $250 per person, $225 for each additional person from the same organization.

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Business Model Canvas 101

September 23 @ 10:00 am - 2:00 pm

Business plans guide the entrepreneur’s strategy, help them raise capital, test their assumptions, and convey important ideas to others. Too often entrepreneurs get caught in the weeds writing lengthy plans before testing basic logic behind their business model. Often ideas have not been tested on real people, and they may not understand the value proposition, cost drivers, and revenue streams. Business Model Canvas is accepted worldwide as an essential business startup tool that helps business owners clear those hurdles. Cost is $250 per person, $225 each additional person from the same organization. For questions or more information contact Jodi Eye 1-866-654-4499

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