We hope these classes may help you out.

Selling in the New Normal – Virtual Selling
May 17 @ 10:00 am – Jun 21 @ 12:00 pm
Selling in the New Normal - Virtual Selling @ Online
Topic: Marketing and Sales

This workshop will focus on the concerns which many small businesses identify as challenges to achieving their goals in an environment when selling virtually has become a mandatory part of their daily activities.

Many companies are looking for assistance in the sales enablement, sales execution and sales operation components of their business. The success of small businesses will be their ability to hone skills, train their team and make the sales experience memorable for their customers.

This event is in two parts: May 17 & May 24

The next sessions are:

Sales Skills of the “Best of the Best” Value Selling- Part 1 & 2 – 5/31/2022

Removing the Road Blocks (Winning Negotiations) Part 1 & 2- 6/14/2022

Fee: No Cost

Financial Management Credit Clinic For Your Business
May 24 @ 5:00 pm – May 25 @ 6:30 pm
Financial Management Credit Clinic For Your Business @ Online
Topic: Financing

As many small business owners already know, there are a lot of different aspects to consider and manage while running a successful business in the current market economy. For business owners without a financial background, the challenge of business ownership is an even more difficult undertaking. They experience missed opportunities caused by a lack of information, minimizing their potential business success. Also, in light of the Equifax data breach in 2017, establishing information security has become a priority for small business owners as well. This fully virtual clinic presents small business owners with the chance to interactively learn about a variety of tools to help foster growth and safeguard their businesses.

This two-day online “boot camp” is comprised of 3 modules focused on managing finances, forecasting sales projections, and understanding and improving business credit. It also addresses the importance of understanding and modeling financial information, which can support non-financial business owners as they strive for new levels of success.


  • PART 1Tuesday, May 24, 2022 | 5:00pm-6:30pm
  • PART 2: Wednesday, May 25, 2022 | 5:00pm-6:30pm

During each 90-minute module, the included learning objectives will target actionable and achievable outcomes. Handouts will be provided to assist in implementing the tactics reviewed during each presentation. Interactive components will be included during the computer sessions to provide participants with hands-on experience using Excel and navigating the Federal Trade Commission website.

Module 1 – “Managing Your Small Business Finances”

(1.5 Hours – Lecture)

Financials can be intimidating, even for seasoned entrepreneurs and understanding how to use them when setting up your business for success is achievable with the right tools.

Learning Objectives

  • Understand the financial planning cycle framework for your business
  • Understand the basics of financial statements and profitability measures
  • Understand financial statements used to analyze your company’s financial health
  • Know your recordkeeping requirements for the new year

Module 2 – “Forecasting Your Sales Projections”

(1.5 Hours – Lecture)

Financial modeling can help you predict up to three years of sales figures, which may be of interest to bankers and other investors . Throughout this module, you will learn how to make accurate projections and necessary adjustments.

Learning Objectives

  • Understand financial modeling in order to predict your sales
  • How to forecast your sales

Module 3 – “Building & Improving Your Business Credit”

(1.5 Hours – Lecture)

Establishing personal credit is the foundation for building business credit. With the recent Equifax breach, it is more important than ever to understand your personal credit so that you can develop a business credit file.

Learning Objectives

  • Identify products, tools, and services available for a small business
  • Strategies to build or improve credit
  • Explain how personal finances impacts a business’ ability to get credit
  • Understand how credit reporting affects the growth of a small business
  • Identify credit reports and reporting systems used to assess credit risk
  • Explain how credit reports work

Fee: No Cost

How Do I See My Work As Meaningful
May 25 @ 12:00 pm – 1:30 pm
How Do I See My Work As Meaningful @ Online
Topic: Managing Employees

For some, work is just what we need to do between weekends. How do we get the most satisfaction from what “we do”? Learn how to make the most of your work experience. *What is organizational culture and how can we cultivate feelings of inclusion?

  • Job sculpting allows us to communicate with our organization to create activity that we enjoy and makes the most of our talents
  • Leadership training: Why is it important and how can we engage in it?

About Presenter

Ian Trammell is an organizational psychologist who owns Veloce Group, LLC with his wife Camille. He has over 20 years of executive experience. Veloce Group focuses on all elements of team formation from an organizational psychological perspective. It holds contracts with healthcare organizations, education institutions, manufacturers, non-profits, and economic development efforts.

Fee: No Cost

Maximize Your Trade Show Investment
Jun 3 @ 6:00 pm – 9:00 pm
Topic: Marketing and Sales

Don’t underestimate the value of trade show and event marketing – the most powerful tools in your marketing mix for uncovering and landing new business opportunities.

Find out what you don’t know about trade shows and how to choose your exhibit space, budget time and resources, promote your participation (before, during and after), increase booth traffic, capture the interest of those passing by (in less than 7 seconds), qualify visitors, and get the best follow-up results.

Instructor: Vicki Lynne Morgan, Russmor Mentoring Group

Fee: No Cost

Contact Us

For more information, please contact our office or call (732) 842-8685.