The 1-2-3s of Financial Literacy for Small Businesses

Every other year, the Center for Innovation & Entrepreneurship at Western New England University hosts monthly talks on basic financial literacy for small business. The 1-2-3s of Financial Literacy for Small Businesses is a complete curriculum of information sessions designed to help business owners with little or no business background get up to speed with useful business concepts. The sessions are accessible, practical, and interactive. Read more about these sessions in Business West (pdf).

Sessions are held on Tuesdays from 5:00 - 7:00 p.m. in Room 3 at the Blake Law Center at Western New England University and are free and open to the public

This year's program follows a hypothetical business, Coffee2Go, as its owners think through some of the important issues in starting and running their proposed drive-up coffee kiosk business.  We will be working with a draft business plan that has been prepared for Coffee2Go, which you can download by clicking here.

Each session stands on its own, so you can pick and choose the sessions most relevant to your particular business situation. You may, of course, attend all of the sessions in order to get a broad overview of business issues. Presentations are delivered by experts in the business community and on the Western New England University faculty.

Fall 2013

Basics of Financial and Business Planning
September 24
Presenters: Dr. James McKeon, Western New England University College of Business
                  Dr. Lynn Walter, Western New England University College of Business

Accounting Basics: Understanding Financial Statements
October 22, Blake Law Center, Room 4
Presenter: John O’Brien III ’74, President, J.M. O’Brien & Company, and Trustee, Western New England University

Introduction to Tax Issues for Small Businesses
November 19, Blake Law Center, Room 4
Presenter: Paul Mancinone L’92, CPA, Esq., Founder and President, Paul L. Mancinone Company, P.C., and Trustee, Western New England University

Spring 2014

Cost-Effective Marketing  
February 25, Blake Law Center, Room 4
Presenters: Dr. Lanny Spotts, Western New England University College of Business
                 Karen Utgoff, Principal, Karen Lauter Utgoff Consulting, Market-Oriented Strategy
                 Megan Lynch, CEO/President, Six-Point Creative Works 

Managing Credit and Banking Relationships
March 25, Blake Law Center, Room 4
Presenters: Leslie Ross Lawrence, Senior Vice President, Chief Credit Officer, NUVO Bank & Trust Company
                  Sharon Czarnecki, Assistant Vice President, Westfield Bank

Insurance: Risk-Management Techniques for Small Businesses
April 22, Blake Law Center, Room 4
Presenter: Bill Trudeau, President and CEO, the Insurance Center of New England

In previous years, the Center has offered information sessions on a wide range of legal and business topics of interest to small businesses and entrepreneurs.  To see a list of these previous sessions, click here.