Training

You can learn any business skill. We can teach you. Sometimes you need to build a core competency within your business and an expertise within yourself. Sometimes you just need to know enough to manage the experts and vendors you hire.

 

 

Sales

Introduction to Sales Management

Navigating the Complex Sale

'Selling' for non-sales people

Sales training >>

Marketing

The Business Leaders’ Guide to SEO, Social Media and other Effective Marketing Tactics

Pricing Strategy that captures clients and maximizes profits

Lead Generation Through Inbound Content Marketing

Marketing training >>

HR

Fundamentals of HR for Entrepreneurs and Executives

HR Training >>

Finance

Business Finance Reality for Start-Ups

Quickbooks Online Training

Finance Training >>

Leadership and learning are indispensable to each other.
John F. Kennedy

Sales Training

Introduction to Sales Management

Description and Objectives

As a leader in a dynamic, growing company you wear many hats and one of them has to be Sales. Selling yourself, your vision, your products or your company may push you outside of your comfort zone. You likely do not have the time to dedicate to bringing in all the sales your company needs and you may have brought on one or more sales people to meet your objectives. How do you plan for this, manage this, support your sales force and make them accountable? In this course, learn how to grow a successful sales organization:

  • Define your role and responsibilities as a Sales Manager in an Entrepreneurial organization
  • Define a formal sales process for your team and identify the actions required at every step. Broadly, the three stages are: Prospect, present, and follow up. Learn how to analyze an optimize performance in each area.
  • Learn how to measure and balance level of effort: Balancing sales approaches that focus on specific customers with a need to standardize and be efficient. The way to increase sales is to increase the quality or quantity of your activity in one or more of these areas. Learn the “80/20 rule.” Spend 80% of your time prospecting and presenting, and spend only 20% of your time following up with potentially high-value customers.
  • How to measure, manage, and budget for sales performance
  • Structures for recruiting, motivational compensation plans
  • Choosing the right training for sales people
  • Performance reviews and coaching
  • Building a sales team from the ground up - planning and execution.

 

Structure and Details

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of eight weekly sessions of 4 hours each. The sessions must be completed within an 10 week period – i.e. there is allowance to delay two sessions.

Each session consists of a lecture, discussion of a business case and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion: Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

Training Duration

32 hours over 6 weeks

Total Cost

$2500 per person

($2800 for private training)

 

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

 

Fees and Schedule

Total Cost $2500 per person ($2800 for private training)

Course Capacity 5 people (no more than 2 from any one organization)

Course start dates:

  • July 5th 2017
  • Aug 2nd 2017
  • Sep 6th 2017
  • Oct 4th 2017

 (Generally the first Wednesday of the Month)

 

Navigating the Complex Sale

Description and Objectives

In technology or enterprise sales, it is extremely unlikely that there are only two people involved. The buyer's side will have executives, technologists, finance professionals and business unit owners. The sellers side will have professional sales representatives, product experts, service delivery managers and executives. The sales representative can think of himself/herself as the team leader across all these boundaries - must understand the players, relationships and pre-conceptions, get the team to work together, find champions, keep the momentum going, build the business case by finding the real value to the client and ensure executive support on both sides. In this course, you will learn best practices and tools to keep you on track in the context of the complex sale:

  • Territory/Account Planning
  • Identifying Opportunities (vs. Leads)
  • Qualifying Opportunities - when to stop wasting time.
  • Solution Development
  • Proposal, negotiation and value setting
  • Delivery

 

 

 

Structure and Details

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of eight weekly sessions of 4 hours each. The sessions must be completed within an 10 week period – i.e. there is allowance to delay two sessions.

Each session consists of a lecture, discussion of a business case and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion: Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

Training Duration

32 hours over 8 weeks 

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

 

Cost and Schedule

Total Cost $3000 per person ($3300 for private training)

Course Capacity 5 people

Course start dates:

  • April 24th 2018
  • Aug 23rd 2018
  • Nov 6th 2018

(generally the first Tuesday of the month)

 

Winning Sales through Cold Calling

Description and Objectives

Cold calling is a unique skill. Some hate the idea, and some thrive on the thrill. But it can be a useful tool in your sales organization. Buyers are more educated than ever, and many tend to prefer to learn a lot onine before engaging with a vendor - which plays into digital marketing (email, search optimization, live chat and chat bots, content marketing, etc.). But if you're only doing that, you miss the chance to connect with customers who are not looking for your solution at all. If you're good at cold calling you can get good results:

- How to build a cold calling script that works

- Rapid testing and cold calling - AB testing scripts, rep competition

- The mental game - it's not just about reading a script, it's about your attitude. Learn about stamina, focus and productivity

- How to use CRM to empower outbound sales reps

- Call tracking, call recording and transparency

Structure and Details

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a 12 week series of biweekly sessions (2 hours each). The sessions must be completed within an 14 week period – i.e. there is allowance to delay two sessions.

Each session consists of a lecture, discussion of a recorded cold call and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion: Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

Training Duration

32 hours over 6 weeks

Total Cost

$2800 per person

($3500 for private training)

 

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

Fees and Schedule

Total Cost $2800 per person ($3500 for private training)

Course Capacity 5 people

Course start dates:

  • Jan 8th 2018
  • May 7th 2018
  • Aug 6th 2018
  • Dec 10th 2018
  • Oct 8th 2017

 (Generally the second Monday of the Month)

'Selling' for Non-Sales People

Description and Details

Everyone is in sales. Everybody in an organization that ever speaks to a customer is in sales. If you are an accountant and you send the bill, you are in sales. If you are a project manager, you are in sales. If you are a service dispatcher you are ... you guessed it, you're in sales! It may be the titled Sales Representatives and Account Executives that close the deals, but everyone participates in growing the lifetime value of a customer. Here are the sales topics for non-sales people to integrate into their daily work:

  • Understanding Client Acquisition Cost and Total Lifetime Value
  • The concept of the second sale
  • Understanding customer needs and identifying solutions
  • Customer value proposition - monetary and soft, what part are you delivering. Costs and benefits.
  • Identifying the gaps
  • The stages of selling - and how they apply to existing clients
  • Presenting your solutions - how to do an effective 'sales' presentation
  • Winning new business from old customers - understanding internal and external referrals

 

Structure and Objectives

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of 12 bi-weekly sessions of 2 hours each. The sessions must be completed within an 8 week period – i.e. there is allowance to delay two weeks. Students must attend at least one of the two sessions each week and must attend both sessions on the first and last weeks.

Each session consists of a lecture, discussion of a business case and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person or via video conference, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion: Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

Training Duration

24 hours over 8 weeks 

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

 

Fees and Schedule

Total Cost $1900 per person ($2000 for private training)

Course Capacity 10 people

Course start dates:

  • Feb 21st 2018
  • May 2nd 2018
  • Jun 20th 2018
  • Sep 5th 2018
  • Nov 21st 2018

(usually starting the first or third Wednesday of the month)

Marketing

Successful Email Marketing Campaigns

Description

Email marketing is not dead. Spam is dead. If you use proper, highly targeted and respectful email marketing, you can get consistent results. In this course, we'll show you:

- Email marketing tools (choosing software and how to use)

- How to build a prospect list

- Segmenting and targeting (tags, lists, sub-lists, custom fields)

- The structure of a sucessful marketing campaign - DRIP campaigns, event campaigns, customer engagement campaigns

- Attribution and tracking

Structure and Details

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of eight weekly sessions of 4 hours each. The sessions must be completed within an 10 week period – i.e. there is allowance to delay two sessions.

Each session consists of a lecture, discussion of a business case and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion: Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

Training Duration

32 hours over 6 weeks

Total Cost

$2500 per person

($2800 for private training)

 

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

Fees and Schedule

Total Cost $2500 per person ($2800 for private training)

Course Capacity 5 people (no more than 2 from any one organization)

Course start dates:

  • April 5th 2018
  • June 7th 2018
  • Aug 2nd 2018
  • Nov 1st 2018

 (Generally the first Wednesday of the Month)

The Business Leaders’ Guide to SEO, Social Media and other Effective Marketing Tactics

Description and Objectives

SEO, Social Media, Advertising, Inbound/Content Marketing, Marketing Automation, Video, Multi-touch campaigns, experiential marketing … all the buzzwords. A business networking event or a quick google search will introduce you to many people or companies who offer support services for one or more of these marketing tactics. There is no need to learn how to do them yourself. But you do need to know some key important things to help you select the right vendor, give them clear direction, correct as you go, and monitor their success. This is the executive’s guide to:

  • SEO and Search Engine Advertising
  • Social Media Marketing and Social Media Advertising
  • Marketing Automation
  • Content Marketing
  • Video
  • Experiential marketing and events
  • Multi-touch campaigns
  • Managing and measuring multiple vendors

Please note that knowledge of several marketing tactics is not a substitute for Marketing Strategy – these tactics are the means of executing an effective strategy. If you do not have a Marketing Strategy please discuss your plans with Entreflow prior to enrolling in this course.

 

Structure and Details

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of 4 weekly sessions of 8 hours each. The sessions must be completed within a 6 week period – i.e. there is allowance to delay two sessions.

Each session consists of a lecture, discussion of a business case and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion: Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

Total Training Duration

32 hours over 8 weeks

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

 

Cost and Schedule

Total Cost

$2500 per person ($3000 for private training)

Course Capacity

8 people

 

Start Dates:

  • June 18th 2018 
  • Aug 20st 2018
  • Oct 22nd 2018

(Generally the 3rd Monday of the month)

Pricing Strategy that captures clients and maximizes profits

Description and Objectives

Let’s talk dollars and cents. The price you choose for your product or service has a direct impact on how customers perceive the value of that product or service, it also has an impact on how many customers will buy the product. Pricing affects your profitability and is guided by your corporate strategy. Choosing the right price can make the difference between a success and failure. It can be challenging to set a price for an innovative new product launch with no equivalents, or a unique service, or an existing product or service in an untested market. Is there a science to pricing? In this course you will learn:

  • A pricing strategy framework that considers the 4 factors of pricing: costs, competition, customers and value
  • Learn how to conduct competitive price research and analysis
  • Learn how to consider fixed and variable costs, costs-of-goods-sold as part of pricing strategy
  • Learn how to measure customer price sensitivity
  • Learn the principles of value based pricing
  • How to develop a pricing model or calculator that weights the 4 factors
  • How to model the impact of a $1 increase/decrease in price on the bottom line
  • How to communicate pricing
  • Package/bundle pricing tactics
  • Sale pricing tactics
  • Psychological tactics that make pricing more acceptable
  • How to increase prices without losing customers

 

Structure and Details

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of 9 weekly sessions of 4 hours each. The sessions must be completed within a 11 week period – i.e. there is allowance to delay two sessions.

Each session consists of a lecture, discussion of a business case and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion and Assessment

Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

 

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

 

Fees and Schedule

Total Training Duration

36 hours 9 weeks

Total Cost

$3000 per person ($3500 for private training)

Course Capacity

8 people

 

Start dates:

  • July 13th 2017 ** special session
  • Aug 10th 2017 ** course cancelled
  • Oct 12th 2017
  • Dec 14th 2017 ** note xmas holiday break.

 (Generally the 2nd Thursday of every other month)

Lead Generation Through Inbound Content Marketing

Description and Objectives

All the new buzzwords start with content. Content can be images, blog posts, videos, updates, even traditional web-pages. Trying to go 'viral', use SEO, or leverage 'social media' without the right content is doomed to failure. Why? The new paradigm of marketing recognizes that people engage with ideas prior to engaging with products and services or even brands. They follow people and brands that share the same values, that consistently give them something new to think about and they rely on social queues when they are looking for solutions to their problems. Content is king, and it must be authentic. In this course, you will learn:

  • The paradigm that every member of the organization is part of the marketing team, and how that impacts the marketing function
  • Why content marketing must blur the lines between marketing materials and the product itself and becomes part of the product itself
  • How to create content consistently across the whole organization by creating a messaging source guideline
  • How to generate content ideas
  • How to decide what content is needed, by creating a content map
  • How to decide when content should be created, by creating a content calendar
  • How to write effective content, by creating and critiquing several blog posts, images and/or videos

 

Structure and Details

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of 6 weekly sessions of 4 hours each. The sessions must be completed within an 8 week period – i.e. there is allowance to delay two sessions.

Each session consists of a lecture, discussion of a successful content marketer and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion and Assessment

Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

 

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

Fees and Schedule

Total Training Duration

24 hours 6 weeks

Total Cost

$2000 per person ($2400 for private training)

Course Capacity

4 people

 

Start dates:

  • June 13th 2017
  • July 11th 2017
  • Aug 8th 2017
  • Sep 12th 2017
  • Oct 10th 2017

(Generally the 2nd Tuesday of the Month)

HR

Fundamentals of HR for Entrepreneurs and Executives

Description and Objectives

Your success depends on the quality of the people with whom you surround yourself. Building and managing a team can be the most difficult part of growing a business, or it can be the most rewarding. Many business leaders have had experience managing employees, but that’s just part of the puzzle. In this introductory course, business leaders will learn the fundamentals of HR: 

  • Understand the process for recruiting top talent, how to leverage existing employees and outside recruiters in the recruiting process for most effective and efficient results
  • Talent management – how to assess skills and needs in an organization, how to decide what to hire or train
  • Compliance with the Employment Standards Act, Worksafe, CRA 
  • Considerations for selecting and administering benefits plans
  • Considerations for designing and managing compensation plans
  • Key ingredients for high-performance teams and winning work culture
  • Training: how, when and how much to invest

This course should be considered an executive’s/entrepreneur’s guide to HR and a primer on the above topics. The objective is to give the business leader the knowledge and insight they need to guide the HR function in their business. 

 

Structure and Details

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of 2 weekly sessions of 8 hours each. The sessions must be completed within a 2 week period.

Each session consists of a lecture, discussion of a business case and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion and Assessment

Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

 

Instructor

Iain Rogers is a marketing, sales and commercialization strategy expert with an excellent track-record in start-ups. As VP Business Development for a bioinformatics start-up, Iain helped to commercialize a new product, forge strategic partnerships with the largest players in the industry and bring profitability to the team. As VP Business Development for WrenchPatrol, Iain established a sales process, closed major accounts and filled the funnel. Having entrepreneurial drive, Iain co-founded WrenchPatrol Services Inc in 2012 – the company sold in 2016. Iain holds an MBA from Cornell University, an MBA from Queen’s University and a B.Sc. from University of Waterloo.

 

Schedule and Fees

Total Training Duration

16 hours over 2 weeks

Total Cost

$1440 per person ($1540 for private training)

Course Capacity

 

8 people

 

Start Dates:

  • June 22nd 2017
  • July 20th 2017
  • Aug 24th 2017
  • Sep 21st 2017
  • Oct 19th 2017

(Generally the 2nd last Thursday of the month)

Finance

Business Finance Reality for Start-Ups

Description and Objectives

Can we leave taxes aside for a moment? Can we leave valuation, multiples and share price aside? We need to talk about some basics. Depending on which stats you believe, 50%-90% of businesses fail within the first 5 years. The top 10% of growing businesses in the last 5 years – that increased their revenue and profits most consistently and successfully – did so because they set measurable goals, engaged people and systems to track progress and they managed by the numbers. Managing cash flow and operating capital is the #1 financial hurdle for small businesses and start-ups and most consistently leads to business failure. Yet many small companies and start-ups do not invest in the people and systems they need to manage finances properly. In this course you will learn how to set yourself up for success (or get back on track):

Setting and achieving financial goals, measures of success and KPI

What are the roles of bookkeepers, tax accountants, financial managers, financial analysts and controllers – how to decide what support you need for your business:

  • How find and work with a bookkeeper
  • How find and work with a tax accountant
  • How to find and work with a financial manager/executive

What is the purpose and scope of accounting software such as Quickbooks, Xero, SAP

Understand the importance of bookkeeping functions, beyond just having records:

  • Why do bank reconciliations matter?
  • Why is it important to close books each month?
  • The importance of segregating personal and business finances (and how-to)

Important decisions:

  • When to incorporate
  • How to decide if the founders/principles should be paid via Dividends vs. Payroll

What effective management means. Critical success factors and numbers to watch:

  • Cash flow management
  • Ratio analysis
  • Project costing
  • Inventory management

This course should be considered an executive’s/entrepreneur’s guide to Financial Management and a primer on the above topics. The objective is to give the business leader the knowledge and insight they need to direct the Finance function in their business. 

 

Section

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is a series of 3 weekly sessions of 8 hours each. The sessions must be completed within a 4 week period.

Each session consists of a lecture, discussion of a business case and workshop in which participants can apply concepts to their own business and receive instruction and feedback from other participants.

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge.

Completion and Assessment

Participants will be considered to have completed the course if they complete the worksheets and course assignments. 

 

Instructor

Helina Patience is a Chartered Professional Accountant (CPA, CMA) with nearly a decade of experience conducting analysis within Finance & HR departments in multinational companies. She is a QuickBooks ProAdvisor. She holds long-term international experience in finance and training, HR consulting and HR management. She managed HR and compensation for MoneyMart, provided financial guidance for the C-Suite at Lulu Lemon, launched a nanny agency and really enjoys all aspects of HR and Financial management and analysis.

 

Fees and Schedule

Total Training Duration

24 hours over 3 weeks

Total Cost

$2400 per person ($2540 for private training)

Course Capacity

8 people

 

Start dates:

  • June 23rd 2017
  • July 21st 2017
  • Aug 25th 2017
  • Sep 27th 2017
  • Oct 22nd 2017

(Generally the 4th Friday of the month)

Using Quickbooks Online

Description and Objectives

Quickbooks online is a powerful, cloud-based accounting software. It can be used to track and assist with most financial functions – estimates, invoices, payments, clients, vendors, bills, payroll and more. This course is intended for new users of Quickbooks Online and covers:

  • User account management
  • Managing Products and Services Lists
  • Customers and Suppliers
  • Estimates and Invoices
  • Timesheets and Payroll
  • Reports
  • Budgeting
  • Chart of Accounts
  • Journal Entries
  • Taxes
  • Introduction to useful Apps

This course requires the participant have an active subscription for Quickbooks Online, containing real business data. If the participant does not have Quickbooks Online set-up, please consider engaging Entreflow’s Consulting team for a Quickbooks Online Implementation prior to enrolling in the course.

 

Details and Structure

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is completed in one 4 hour session. This course is intended to be taken as an addition to the Business Finance Reality for Start-Ups course or a Quickbooks Online Implementation (consulting engagement).

Training is completed in-person, and can be conducted at the participant’s office location if private training is requested (for an additional fee of $50/session). Instructors are available online, via email or by phone between sessions for help with homework assignments at no additional charge. 

The instructor will demonstrate software functionality to the participants and then participants will be expected to complete exercises during the session based on the demonstration.

Completion and Assessment

The instructor will evaluate the competence of the participants as they complete each exercise live, in front of the instructor.

 

Instructor

Helina Patience is a Chartered Professional Accountant (CPA, CMA) with nearly a decade of experience conducting analysis within Finance & HR departments in multinational companies. She is a QuickBooks ProAdvisor. She holds long-term international experience in finance and training, HR consulting and HR management. She managed HR and compensation for MoneyMart, provided financial guidance for the C-Suite at Lulu Lemon, launched a nanny agency and really enjoys all aspects of HR and Financial management and analysis.

 

Fees and Schedule

Total Training Duration

4 hours, in one session.

Total Cost

$300 per person ($350 for training at your location)

Course Capacity

 

2 people

 

Available start dates:

Course runs weekly in 2016 and 2017

Management

Goal Setting for Start-ups and Growing Companies

Setting and Achieving Personal and Business Goals Quickly and Effectively

Description and Objectives

Only 3% of people have written goals. Those 3% are 10X more financially successful on average than the other 97% combined, including the 14% of people who have a goal in mind but don’t write it down. More than 80% of small business owners don’t keep track of business goals. Why is that?

Entrepreneurs and business leaders in dynamic and growing companies have unique challenges when it comes to goal setting – constantly adapting to evolving business opportunities, conflicting personal priorities and lacking systems and processes to track goal success.

Learn from seasoned entrepreneurs about goal setting and keeping companies on track towards goals in practice in dynamic companies, inspired by the work of Cecil Alec Mace, Dr. Gail Matthews, Dr. Edwin Locke, Susanne Conrad and Brian Tracey.

Objective: In this workshop, participants will learn the unique advantages of effective goal setting, how to set goals, how to translate goals into action and how to measure success. Participants will set 9 goals, define action plans for each and learn a system for tracking progress towards goals.

 

Structure and Details

Program Structure

Entreflow’s training programs are designed to be flexible – your schedule is dynamic and so are we. 

This course is completed in two 8 hour sessions. It is completed in-person in a group setting, and can be conducted at the participant’s office location if private training is requested. 

Completion and Assessment

Completion requires completing a goal setting workbook and action plan.

 

Instructors

Helina Patience is a Chartered Professional Accountant (CPA, CMA) with nearly a decade of experience conducting analysis within Finance & HR departments in multinational companies. She is a QuickBooks ProAdvisor. She holds long-term international experience in finance and training, HR consulting and HR management. She managed HR and compensation for MoneyMart, provided financial guidance for the C-Suite at Lulu Lemon, launched a nanny agency and really enjoys all aspects of HR and Financial management and analysis.

 

Schedule and Fees

Total Training Duration

8 hours, over two days.

Total Cost

$1600 per person

Course Capacity

 

20 people. Minimum 4.

 

Start dates:

  • June 1st 2017
  • July 3rd 2017
  • Aug 1st 2017
  • Sep 1st 2017
  • Oct 2nd 2017

(more dates TBD, typically the first working day of the month)