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

The Center for Innovation & Entrepreneurship at Western New England University has hosted a series of talks called "The 1-2-3s of Financial Literacy for Small Businesses."  The series 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).

The program in 2013-14 followed a hypothetical business, Coffee2Go, as its owners thought through some of the important issues in starting and running their proposed drive-up coffee kiosk business.  The series worked with a draft business plan that had been prepared for Coffee2Go, which is available for download by clicking here.

Presentations were delivered by experts in the business community and on the Western New England University faculty.  Each session of this series stands on its own, so you can pick and choose the sessions most relevant to your particular business situation by clcicking on the links below.  

Basics of Financial and Business Planning
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
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
Presenters: Paul Mancinone L’92, CPA, Esq., Founder and President, Paul L. Mancinone Company, P.C., and Trustee, Western New England University
                   Dean Eric J. Gouvin, Dean and Professor of Law, Western New England University School of Law

Cost-Effective Marketing  
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
Presenters: Leslie Ross Lawrence, Senior Vice President, Chief Credit Officer, NUVO Bank & Trust Company
                  Sharon Czarnecki, Assistant Vice President, Westfield Bank 
                  Dean Eric J. Gouvin, Dean and Professor of Law, Western New England University School of Law

Insurance: Risk-Management Techniques for Small Businesses
Presenter: Ben Garvey, Vice President, 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.