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Businesses Getting Results Workshops
Simons Bitzer & Associates covers over 80 topics as part of our Businesses Getting Results Workshops. We can present one seminar or a group of seminars to your executive team, your managers, or your entire organization. Please
click here for a list and brief descriptions of these timely and effective business presentations.
To discuss having one of our qualified CPA's present to your organization, please call Raegan Potter at 317-782-3070 or email rpotter@simonsbitzer.com.
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We offer innovative workshops and seminars to help our customers build their businesses and/or achieve their business goals. Each workshop covers a specific area of interest, from marketing customer relationship management and strategic planning to business finances and QuickBooks training.
Our workshops also function as a support network for implementing strategies and ideas with other business owners and individuals. Sharing experiences with other attendees provides input and perspective to challenges and the added value of a professional sounding board.
Workshops & Event Schedule
“QuickBooks - Beginner”
A Free Seminar on QuickBooks setup, implementation, and Support.
More Information
Saturday, Sept. 11th
9:00 a.m. - Noon
Financial Center, Main Center
7101 East 56th St.
Space is Limited. Register at (317) 916-6250 or by email marketing@fcfcu.com
“QuickBooks - Intermediate”
More Information
Saturday, Sept. 18th
9:00 a.m. - Noon
Financial Center, Main Center
7101 East 56th St.
Space is Limited. Register at (317) 916-6250 or by email marketing@fcfcu.com
Past Workshops and Events
“Pay Now or Pay Later”
Is a Roth IRA conversion right for you?
More Information
“Email Marketing: Proven Strategies and Tactics for Success”
Are you looking for a higher return on investment for your email marketing?
More Information
Tools for Business Performance Management
What are your company’s Critical Success Factors?
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All Things Marketing and Sales
Looking to Increase Your Sales?
More Information
Practical Tips for Improving Your Cash Flow
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Where Did All The Sales Go?
“From Reactive to Proactive: Making 2010 What 2009 Wasn’t”
More Information
Planning and Monitoring:
“How to Create a Short Form Business Plan That Keeps You Focused On Your Business Performance”
Supporting Financial Literacy
Key4Women Luncheon
"S.W.O.T. Analysis: Your Strengths, Weaknesses, Opportunities, and Threats"
Quickbooks Training
In coordination with The Finance Center Federal Credit Union, Simons Bitzer & Associates will be offering a FREE two hour session on Quickbooks set-up, implementation, and support. During this informative and interactive training, they will cover the following topics:
Basic Accounting and Quickbooks Terminology
Quickbooks Flow Chart from Home Page
Creating an Invoice
Receiving Payment
Making a Deposit
Entering and Paying Bills
Reconciling Accounts
Transferring Funds
Obtaining Extensive Reports Including Balance Sheet, P&L, and Open Invoices
Managing Your Cash Flow
Topics Covered:
Implementing a Profit Improvement Program
Increasing Inventory Turnover
Reducing Days in Receivables
Reviewing Current Liabilities and Capital Expenditures
Factors to Consider in Developing a Cash Flow Forecast
What others are saying about the Simons Bitzer Cash Flow Two-Part Workshop:
"Well organized and well presented. Stressed the importance of monitoring and being aware of cash flow."
Will Doss, Whitson Vision
"Extremely pertinent to today's economic times. Valuable to the business owner."
Tim Delehanty, National City Bank/PNC
Lunch with an Economist
Mr. Kyle Anderson, professor at the Kelley School of Business was the guest speaker at a luncheon held by Simons Bitzer & Associates. He discussed the new economic perspectives that are challenging traditional economic models as well as practical decisions that managers can make in today's economy.
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