Every month focuses on a specific aspect of your business
Septembers's theme: Internal tools for success
Investing and Saving for your future
Speaker: Joseph Kindarji
Learn from one of Wealthsimple's experienced portfolio managers about the benefits of their smart investing + saving products -- specifically for self employed entrepreneurs and small business owners. You work hard for your business -- make sure your accounts work with you to find options that fit your goals, low fees, high interest rates and smart technology that allows you to skip the paperwork and bank visits.
How to make your firm a great place to work: Building a culture
Speaker: Juliet Aurora
Your office has a certain culture surrounding it. Either you have created it, or your employees have. The key to the success of an organization is your team. The more that they enjoy the place that they go to work every day, the better that they will look after your clients, and the more successful your business will be. In this webinar, we will share with you some of the things that we do to ensure that the culture of our office enhances the employee experience.
Personal Alignment: Balancing and Enjoying Life with Work
Speaker: Dr. Robyne Hanley Dafoe
This webinar introduces the concept of self-identity and the many roles we hold as professionals, while also maintaining and fostering our personal roles such as partners, parents, care givers and friends. Based on research, this webinar explores how the self-employed, entrepreneurs, small business owners or contractors can successfully build in boundaries and self-care with productivity. Dr. Robyne Hanley-Dafoe explores the benefits and challenges of holding these professional roles while sharing practical and sustainable best practices of finding balance. Here we will cover strategies such as productive time management and goal setting. Robyne’s talk shares candid encounters with value identification and how we can foster a deep sense of personal alignment and purpose with our work.
Creating a virtual office: Hiring and managing virtual employees
Speaker: Dianna Thorne
Hire right for a virtual office and create a company community without the brick and mortar. Learn ways to collaborate, communicate, schedule, learn from each other and how to review for Quality Control in the client work.
Cialdini’s principles of persuasion tell us that likeability is important; but how can you be likeable in negotiation without giving away the farm? Fotini will walk you through how to use the science behind the principles of persuasion to get what you want. Likeability, scarcity, social proof and more weave their way into the negotiation process to set you up for success. By applying these rules, with your negotiation objective in mind, you’ll have a deal before you know it! It’s possible to be authentic and likeable and get what you want all at the same time.
All business owners want to succeed in the disruptive world we now find ourselves. We know the ways of interacting with clients, vendors and colleagues have changed; we need to embrace greater agility and resiliency to change with them.
This webinar will begin by outlining five major trends affecting the world of finance and accounting. Participants will then gain insights into how business relationships are changing and practical tools and techniques to use every day in their work.
Exploring “The 5Ps” of leading their small to medium size businesses, participants will be introduced to practices that will help them move more quickly to size up people and situations, gain perspective and apply a broader lens in accomplishing their goals. The 8 different kinds of change we experience in this age of disruption will be discussed as well as strategies to address these different forms of change. Participants will be asked to explore their greatest business challenge where major themes will be identified to support solutions to move forward.
The learning objectives of this webinar will be to: Develop practices to create real and meaningful change; Generate room to maneuver in complex situations, and; Appreciate new perspectives that spark growth and innovation.
Women are better represented in business now than ever before, but still have a long way to go in navigating roles in leadership and entrepreneurship. Mandy will speak about ways to overcome insecurities and step-up to the plate in order to become a greater force in the business world. This includes never apologizing for your success, embracing your mistakes, taking risks, and managing the pressures of work-life balance. Topics covered include… delegation, working on the business, not in it, developing your people, etc. hiring, firing and attracting top talent, the gig economy, leading millennials, etc.
This Webinar is a cross between an introduction to search engine marketing and an update on what’s the latest in this segment and how it can enhance your existing paid search efforts. This session will leave you with actionable steps to take in building a search campaign or ideas to enhance your current efforts.
Grow Your Business with Google by Capturing Consumers Today and Tomorrow
Speaker: Maresa Friedman
Mobile, smart devices, video…we consume information differently today vs. yesterday. And the speed of technology change is increasing. Who is our consumer today and tomorrow? How can we leverage the power of Google and its billions of users to stay ahead of the marketing curve to grow our businesses?
In many ways, a website has become the modern day equivalent of a business card. It can be viewed as a source of legitimacy and information for a business. And, it is often the first impression potential clients will have of your business. In this webinar we will cover techniques, tools, and foundational elements to help you build a great website for your business.
With the growth of local search, it’s more important now than ever for small businesses to create a local SEO strategy. In this Webinar, we will be taking you through the latest in SEO best practices to optimize your small business for search.
So, everyone is talking about advisory, but how do you transform your business to an advisory-led firm? How do you price for it? How do you get your clients and team onboard? In this session, we'll cover practical tools to set up the advisory side of your business, including how to sell it, workflows to run it and apps to automate it.
Negotiations Come In All Shapes And Sizes – Handle Your Next One with Ease
Speaker: Fotini Iconomopoulos
Negotiations happen all around us. After all, if we were always in agreement with the people around us, life would be a breeze! Contrary to popular belief, effective negotiation isn’t about arguing; it’s a discussion aimed at reaching agreement. In this eye-opening keynote, Fotini will demonstrate how we are constantly negotiating with those around us in all sorts of situations, and it rarely looks like a pay-per-view main event. Learn how to recognize different types of negotiations and explore subtle ways to get what you want more effectively. Just as useful at home as in the boardroom, the techniques you learn in this session will assist in all types of negotiations (without any of the battle scars).
Cloud Accounting isn't the new best thing anymore - what makes us unique? We work with an accountant who also loves QBO and we continually look for more digital apps to woah our clients, like budget apps, fancy reporting tools and look outside the box. We help clients with overall process improvements in their office regards email, document management, WCB tool kits, time tracking etc. We also look into the best banking solution to collect and make payments.