Business Resource Services

The following is a list of our public workshops. If you are interested in attending, or would like more information (pricing, location, etc.), please contact the individual listed under contact Information. We regularly update the schedule, so check back often.

Two Day Workshops "Practical Tools for Control, Survival & Success"
Date	Location	Sponsor	Contact Information
Feb. 24-25	Sioux Falls, SD	The First National Bank in Sioux Falls	Anna Mitchell
March 24-25	Grand Rapids, MN	Grand Rapids State Bank	Tina Comstock
May 5-6	Honolulu, HI	Hawaii National Bank	Melvina Nakao

Workshops in Six Sessions ( six three-hour sessions) All workshops are in six sessions over a three-week period, totaling 16 hours. Typically, workshops are held two mornings a week for three weeks, or Monday and Wednesday afternoons for three weeks. Workshops can be tailored to any size group or organization. Contact Berry Zimmerman for additional information, group rates, and special programs.
Date	Location		Contact



Facilitator Certification Workshops The Profit Mastery Facilitator Certification training is available for individuals who have purchased the Profit Mastery resource packs for their organization. Typically, this training occurs in 2 1/2 day workshops. Our regularly scheduled sessions are held in Seattle ; however onsite workshops can also be arranged if enough participants are available in a specific region.
Date	Location		Contact



CPA Programs Sponsored by Bank of America Click on this link to register: www.bankofamerica.com/businessbanking/events
Date	Location	Program


Program Descriptions Get Control of Your Business (Day 1) 1-Day Workshop Program content focuses on implementing financial tools to evaluate the current position of the company: how to use your financial statements, financial cause/and effect, managing your bottom line, and the relationships between cost, volume and pricing. Chart a Course for the Future (Day 2) 1-Day Workshop Program content focuses on implementing financial tools to evaluate the current position of the company: cash budgeting, profit planning and financial gap analysis. Building Wealth - Create, Measure, and Transfer Value (Day 3) 1-Day Workshop Program content focuses on helping business owners understand how to operate their business today in order to provide comfortable retirement years tomorrow. Advisory Services for the Closely-Held Business (8 hours CPE) CPA1 programs sponsored by Bank of America Working with real-life case studies, you'll learn to help your clients solve the root cause of financial problems - instead of just treating the symptoms. We'll show you how to discuss financial performance. This one-day program is designed to help you move beyond tax returns to earn "trusted advisor" status. Stronger client relationships and a likely increase in billable hours will result. You'll learn to help clients target and realize measurable increases in both profitability and cash flow and "leverage" this improved performance into increased returns for your own practice Generating Revenue Through Improved Business Client Performance (8 hours CPE) CPA2 programs sponsored by Bank of America The focus of this seminar is CPA as consultant to the business client. Using proven tools and techniques, attendees will enable clients to deal with economic uncertainty, increasing and ever-changing competition, and narrowing margins while increasing returns in their own practices. Using the Profit Mastery Assessment, attendees will learn how to assist clients with quantifying the impact of change and developing a master plan for implementing meaningful changes in their businesses.