Join us for some real world business planning. Learn what you need to know to start and run a successful small business with our 8-week intensive training course, now offered virtually. Class topics include: developing a business plan, strategic planning, marketing, sales forecasting, financial management and analysis, legal, insurance and tax issues. The course provides fundamental planning concepts and tools to help existing and potential business owners.
Dates: Saturdays, January 22 – March 12, 9am-12pm
Class will be offered in conjunction with the STEAM Garden, but will be held virtually on Zoom.
Please let us know if you have connection issues or wish assistance setting up Zoom.
The tuition for the course is $240 and includes class materials. *Scholarships may be available and you should reach out directly to firstname.lastname@example.org.
The class covers:
8 sequential 3 hour sessions presented by community experts in business topics
Sessions include business plan writing, legal issues, marketing, credit and financing, bookkeeping, financial management, social media marketing and website development.
An online resource page is available anytime during the course to provide weekly resources (content depends on the session) such as: handouts, links, slide-decks, and replays.
Community Loan Fund staff are available throughout and after the course to provide 1:1 assistance and facilitate you taking your individual business project to the next level.
*If you or your organization would like to sponsor a scholarship, please inquire directly to email@example.com.
To register for this upcoming Small Business Planning Course, please complete the form below and one of our team members will follow up with you.
This outline is subject to change
Session 1: Introduction to Entrepreneurship & Business Plans, January 22
Presenter: Rose Bordett
- To be able to summarize ones’ business project for the purpose of business networking.
- To be able to apply common pitfalls of entrepreneurship to yourself and your project.
- To discuss the basic outline of a business plan and identify your own objectives in business planning in relation to the coming course.
Session 2: Legal Issues: Business Formation, Contracts, and Intellectual Property, January 29
Presenter: Nancy Delain, Esq.
- To be able to identify and compare the four types of business formation: sole-proprietorship, partnership, limited liability company, and corporation.
- To be introduced to definitions of intellectual property terms such as trademark and copyright.
- To be introduced to the definition of a contract.
Session 3: Marketing Concepts & Market Research, February 5
Presenter: Khamel Abdulai
- To be introduced to a variety of marketing terms and discuss how marketing activities are a central part of any business.
- To identify 2-3 sources of primary and secondary market research in relation to your business project.
- To discuss how to use competitive analysis; to identify competitive strengths, weaknesses, and opportunities for your business.
Session 4: Credit (Personal/Small Business) and Banking, February 12
Presenter: Destiny Watkins
- To be able to identify the five assessment areas that make up your personal credit score.
- To be able to identify ways to improve or maintain your personal credit in assisting your business project.
- To discuss the different ways a person can finance a start-up or existing business, including bootstrapping, and alternative and conventional means of financing.
Presenter: John Staugitis
- To be able to discuss the general ways in which conventional banks and credit unions, and alternative lenders like CDFIs look at potential businesses for loans.
- To be able to identify common types and uses of commercial loans for small businesses.
Session 5: Commercial Real Estate and Insurance Concepts, February 19
Presenter: Felton McLaughlin
- To be able to identify and distinguish between the common types of commercial leases.
- To be able to identify alternatives to traditional commercial leasing for many startup businesses.
Presenter: Neal Brady
- To be able to identify several common types of insurance used by businesses.
- To be able to identify the types of insurances required by NYS before hiring employees.
Session 6: Social Media Marketing & Web Sites, February 26
Presenter: Aimee Tweedie
- To be able to understand the pros and cons of social media marketing vs. other methods.
- To be able to identify 1-2 social media channels which match your business’ demographic and psychographic use patterns.
Presenter: Michael Roach
- To be able to identify the common parts of a webpage and distinguish domain, address, and host.
- To be able to identify and distinguish several website builders and commonly used tools.
Session 7: Accounting Issues and Small Business issues, March 5
- To be able to identify the records needs commonly kept in record keeping.
- To be introduced to the standard financial statements of cash-flow statement, profit and loss statement, and balance sheet.
- To be introduced to common bookkeeping and accounting terms.
Presenter: Karen Schupack
- To be able to discuss different issues a small business might encounter at different stages of being in business.
Session 8: Financial Management, March 12
Presenter: Keith Kaplan, CPA
- To be able to discuss the cash-flow statements of two different businesses.
- To be able to discuss the income statements of two different businesses.
- To be able to discuss the balance sheets of two different businesses.