Local Workshops


The Succinct Business Plan

This workshop offers a unique approach to thinking about, researching, documenting, writing and selling a Business Plan in three pages of text with three spreadsheets. The objective is to set you on a path to developing a well thought out, well documented, realistic, verifiable, creditable Business Plan. Discussion will be on how to produce the plan appropriate to your needs and situation.  Beginning and working from the template described in the introductory talk, you'll work on business plan concepts and techniques and how you can go about getting yours done with a minimum of work and agony. ​

Tuesday, April 21st, 2015

9:30am to 11:00am

At Waterford Public Library

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How to Use QuickBooks to Manage Your Business Finances (I)

You have started your own business. Now what? You have bills to pay, customer sales to track, and taxes to file which requires paper, paper, and more paper.   If you have turned to QuickBooks™ for help, and now you find you would like help using the program, this SCORE Workshop is for you, and it is free!

This workshop will provide practical, easy to use guidance and tips to help ensure that your Chart of Accounts gets you to the right financial information, and that it aligns with your use of QuickBooks.  Participants are welcome to bring a laptop with QuickBooks™ loaded so they can follow along with the presenter, Elizabeth Santaus.​ ​


Thursday, April 23rd, 2015

12:00pm to 1:30pm

At Scranton Memorial Library, Madison

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Get Expert Help with Your Business Finances

This workshop will provide knowledge of how Financial Statements function. Specifically, we will discuss the purpose and use for P & L, Balance Sheet and Cash Flow Statements, as well as how the financial statements work together, to help you better understand your business and the elements of a business plan.

You will learn how to manage your cash flow and the key cash flow generators and expenditures. This knowledge will help you maintain a good banking relationship and help you improve the operation of your business. ​


Wednesday, April 29th, 2015

5:30pm to 7:00pm

At Essex Savings Bank, Madison Branch

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How to Grow Your Business

Whether your small business is just starting, or now starting to grow, knowing your customers and how to expand your products and services are among the most important elements of growing your business incrementally. Workshop presenter Eric Munro has had an extensive career in product management and as a sales and marketing executive and will teach you the key steps in developing a successful plan that will help you identify where and how to find new customers and how to plan and develop new products and services as the next element to your business growth.

Sponsored by Dime Bank.

Thursday, May 7th, 2015

10:00pm to 11:30pm

At The Public Library of New London

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How to Grab Attention: The Power of Consumer Insight in Building Your Business

Do your marketing messages get set aside or leave customers wanting to know more? Whether your customers find you on a web page, a postcard mailer, or a face to face handshake, the first few seconds of contact are critical to making a sale. During this workshop, you will be guided through a process that will evaluate your business capabilities, value, and customer desires to find the most impactful descriptors and images for your business.

For small business owners, and those starting a business, who want to be more successful at communicating the value of their products or services to the right consumers, this workshop is an opportunity to engage with experienced marketing professionals who can help you strengthen your marketing message. This is a “hands-on” workshop; participants who are clear on their business goals and the competitive advantages of their business will gain the most from this interactive workshop.

Sponsored by Guilford Savings Bank.

Tuesday, May 12th, 2015

9:00am to 10:30am

At Guilford Savings Bank, Madison Branch

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Improving Your Use of QuickBooks to Manage Your Business Finances II

In the first workshop on QuickBooks, you learned the importance of regularly entering your data into an accounting system and the importance of utilizing chart of accounts specific to your business. In t his second QuickBooks workshop, you will learn about choices to be made in setting up your particular business.

This seminar includes a step-by-step demonstration in setting up a company within QuickBooks. Options screens that appear during the company setup will be explained, as well as company-wide vs user preferences, and basic software navigation. You'll leave prepared to start using QuickBooks right away! Participants are welcome to bring a laptop with the software loaded so they can follow along with the presenter.

Sponsored by Liberty Bank.

Wednesday, May 20th, 2015

12:00pm to 1:30pm

At Russell Library, Middletown

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Chapter Events

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