Training for Lenders & Accountants

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!

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

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.

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

The hiring and interviewing process plays a critical role in making better hires. In this session, we will look at options you can put in place to streamline and make your hiring process more effective. We will then apply our communication model to help you master quality in-depth interviews with candidates to allow you both to truly connect and understand each other, the role, and the company. This will also allow us to introduce our culture, what’s essential in our relationship working together, give us a platform to define our culture out of the starting gate, and set the tone of the relationship with the new hire. You will also learn great questions you can incorporate and why each can be powerful.

Next, we will discuss turn-key tools and how to customize them to your business to design your hiring and interviewing process so you can start building your culture from the first conversation you have with candidates. By making better hiring decisions, we will set our team and new hire up for success.

In leadership conversations, we continue this conversation by talking about taking those you selected and developing and coaching them to success. Here you will also learn to implement your knowledge of DISC into your hiring and interviewing conversations. This will lead us to introducing job benchmarking and how to utilizing DISC into your hiring process.

• How to design a process that selects great people
• How to make your hiring and interviewing process more effective
• Powerful interview questions to deepen the quality of your conversation with candidates
• How to talk about your company culture
• Learn what’s most important to your candidate(s)
• How to make those you meet excited to work for you
• How to integrate DISC into your interview

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

In this session, we will begin by watching a moving piece of two people working through a challenge and observe what made them a great team. We will then discuss what is most important to you, your organization, and how you want to play, work and perform together. Empowering you to create the values that will define your culture and how you “get the job done together!” You will define the standards representing your team and company and then set the stage for integrating these into our hiring, interview, and day to day conversations.

• Discover what is most important to you and your organization
• Define your standards and Culture
• Ah-ha moments related to relationship and teamwork
• Integrating your values and standards into your hiring conversations
• What Culture really is!

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

Coaching, Feedback, and the Principles that guide you are essential qualities of high-quality leadership. In this Mastery class, you will learn the fundamentals of giving quality feedback to help people hear what they need to hear so that they can understand it. You will learn the steps to providing feedback and a framework to guide you in the different aspects of those crucial conversations with your team members. This session will give you the tools to facilitate conversations you need with your team to acknowledge them for what they did great and areas of improvement.

• Essential steps to high-quality feedback and coaching
• How to focus on what is great
• How to share areas of improvements

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

Conflict, unfortunately, is inevitable in any business and team. Understanding how to turn conflict around to build trust can turn challenges into opportunities and, most importantly, trust! In this session, we will focus on facilitating difficult conversations and sharing strategies to get through conflict. Additionally, we will bring this session in for a landing with a simple exercise that will empower you with a reminder of how to always look at it through another person’s eyes and shoes. Reminding us that to be understood, we must first seek to understand, and from there that understanding, appreciation, and caring will be the shining light at the end of the road.

• Turn conflict into trust
• How to resolve conflict
• From Conflict to Collaboration
• Tools to bridge conflict & facilitate difficult conversations

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