In this exciting session, we will walk you through a Strategic Planning process, capturing all your goals and how to select and prioritize them into a final 1-year plan you and your team can execute. It can be easy to become overwhelmed and not know what to focus on first to support our growth. One of the first steps to successfully growing your business is to streamline objectives into manageable groups. Be that in a series of lists, or rather goals for the next 30, 90, and 365 days. Additionally, having the references as to what stage your business is in its development and your key areas of focus empowers us to prioritize our goals first. This session will cover the different stages a business goes through during its life and the most important areas to direct your focus.

• Understand the 10 Stages of being in business
• Identify what stage your business is in.
• Learn about what problems are normal and abnormal at each stage
• Learn about the opportunities to focus on at each stage for growth
• Learn about the power of vision and niche
• Learn the 10 areas of focus in any business and what to focus on within each stage.
• Create a road map to grow and build your business
• Design a 1-3 year strategic plan for your business

You’ve got your yearly goals planned out. You know where you’re going, where you want to be, and maybe even have a stretch goal in mind. But how you execute that plan over the first days, weeks, months, and quarters are just as vital as the big picture. Part of this session is about managing our time. What am I going to work on today or next week, next month, where am I going find the time for this?

Another factor is managing our focus, so our sense of time is enjoyable instead of undesirable. In this class, we will walk you through our process of creating the life and business you desire. You will learn the principles of how to design your days, weeks, months, and quarters to bring your plan to life and bring our vision to fruition. You will learn the tools to help you choose, call, and execute your business’s plays to create the progress you desire!

You will learn additional tools and strategies that will empower you to run your business successfully. There will be times in your business where events happen that our out of your control. With these tools, you can feel a sense that you are responding instead of reacting even at these times.

• Building your strategic planning into your days and weeks
• Simply ways of planning in advance to advance – weather a day or week
• Introduction to our Success Planner
• Tools and resources for managing those so called “To Do” lists
• The Psychology of Focus, Overwhelm, Procrastination, and Taking Action
• How our internal communication influences our actions day to day
• Planning tips, challenges, and gifts of each DISC style
• Goal Setting tendencies of each DISC Style
• Electronic and Paper tools
• Time Management Tips, and Tips for Sharpening your focus for results!

**Each workshop will end with a 30 minute Q/A session.**

Running your business comes down to being good at managing two things; Numbers and People. In this fast-paced half-day workshop, we will highlight the essential factors of understanding your numbers and your people. You will learn the essentials to understanding your numbers and what business decisions you need to execute to improve profitability and cash flow. You will also learn the four fundamental leadership styles that will empower you to better understand yourself and others and how to enhance your communication and leadership to lead your team to success!

Since 1979 EWH Small Business Accounting has worked with over 2,200 Small Businesses monthly, not to mention thousands of others at year-end. Ed Hastreiter, the founder, reflecting on his years of experience working with many small business owners, has developed a list of “10 Secrets” based on success and failure patterns. Success in business cannot be guaranteed – implement these 10 Secrets, and your chances of success will be far greater!

10 Secrets

1. Product or Service Exceeds Customer Expectations
2. Quality, Well Trained Staff
3. Owners Work ON Their Business, Not IN Their Business
4. Solid Financial Equity
5. Learning is a Life-Long Commitment
6. Owner Must Have Integrity
7. Owners Have a Passion for Their Business
8. Deal with Facts and Not Opinions
9. Grow Smart by Setting Written Goals
10. Have and Know Your Business Model

Developing an Entrepreneurial Vision

We will discuss the essentials of growth, how to build a turnkey operation, and create a 90-day plan. By reflecting on three key essentials to business success: people, numbers, and self, we will use a Self-Assessment Tool to help you to begin thinking about where you’re at and where you want to be, to create your 90-day plan, and create your vision.

In this session, we will cover the basics of receiving financing from a bank and how the Balance Sheet and Income Statement play a role in their decision to extend credit to a borrower. They look at these statements differently than say you, the IRS, or your accountant. You will learn the big picture drivers the bank is looking for and how the underlining details on the Balance Sheet and Income Statement help them finalize whether you will receive the credit. With this session, you will understand why financial statements are key to accessing the sustainability of the business’s profit and cash flow, which is the primary question the bank is accessing when reviewing your financial and tax information.

• Learn what a bank looks for when obtaining financing

• Implementing a system to receiving solid financial information the bank will desire

• Know the key performance indicators (KPI’s) a bank looks at

• Understand and utilize your financial statements

• The difference between cash and profit

• How your business and personal finances are connected

• Maintain a proper audit trail, with checks and balances and proper recordkeeping

• Ideas on how to run your small business more profitably and successfully

Co-host: PNC Bank

When it comes to running your small business successfully, understanding how to manage your people is the key to success! In this workshop, you will learn about the four different leadership and communication styles. Understanding these styles will empower you to understand yourself and others better, and how to enhance your communication and leadership skills to lead your team to success!

• The universal language of the DISC Model
• Recognizing and understanding the styles in others
• Understand a person’s natural communication and leadership style and how it impacts your communication and theirs
• The importance of understanding individual strengths and potential limitations
• Recognizing motivational drives and fears in yourself and others
• Learn how to “read” and adapt to other’s communication styles
• Learn how to “read” others buying styles and adjust your selling style to increase sales
• How to build your team based on individual values!

There is the Golden rule, treat others as you would want to be treated, and then there is the platinum rule, treat others as they want to be treated. Understanding and knowing how others want to be treated is vital to a successful relationship.

Once we learn DISC and how to quickly recognize where someone is at and their preferred conversation styles, we can adapt our communication to better meet everyone’s needs and gain better results from the communication.

In this session, we will dive deep into interacting with, building relationships, and leading and approaching each style. Empower you with the tools to better meet other people’s needs and be more effective at turning those conversations into results! Get ready to learn the road map to communicate with anyone successfully!

• How to communicate with each DISC Style in each stage of a conversation
• How to build rapport, ask questions, present, and sell to each style
• How to support each style in the decision-making process
• How to bridge the natural communication challenges the DISC energies can create
• How to find the value in all the DISC voices brought to the table!