When
Tuesday, May 21, 2019 at 10:00 AM - 12 PM EDT-and-
Tuesday, May 28, 2019 at 9 AM - 1:00 PM EDT
Cost
For This Certificate Program (All 3 Workshops):
- $59 Early Bird ( By May 14)
- $79 ( After May 14 )
- $89 at the door fee
OR
For each individual workshop:
$25 Online Registration, $30 At the door
Instructors
Richard Calcote, CPA
Associate Chair, Education & SCORE Mentor
Richard has over 40 years of experience as the senior financial officer for a number of national and multi-national corporations. Most recently he served as the CFO for Hospice of Palm Beach County, one of the largest nonprofit hospice organizations in the country.
Richard has a degree in Economics from Tulane University, and also holds an MBA in Finance and a Masters Degree in Accounting. He is a licensed Florida CPA, and a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
Sheree L. White, SCORE Mentor & President/Chief Solutions Officer of Business Services 4 U LLC
Sheree earned her Enrolled Agent designation, from the IRS, in 2012, after many years of preparing taxes, and while working for a major tax preparation service. This designation has allowed her the opportunity to gain valuable experience representing clients involved in various tax related issues and with various state taxing agencies.To round out her experience she has taught income tax preparation, and teaches QuickBooks in both classroom settings and in corporate training environments.)
Where
SCORE Learning Center500 S. Australian Ave
Suite 115
West Palm Beach, FL 33401
Driving Directions
6 CPE Credits: Financial Tools For Your Business - 3 workshop series
Recommended for 6 CPE Credits in total*
In this 3 Workshop Certificate Program “Financial Tools For Your Business” , learn about:
Basic Excel (May 21, 2019 - 10:00 AM - 12:00 PM, 2 CPE Credits)
Learn how to start using Excel to help manage your business’ finances. In this workshop we will go through the basics of setting up a simple spreadsheet and how to format the cells for the type of information you want to report. We will go over basic formulas, how to auto fill, make simple charts and then print and save your data.At the end of this workshop, you will understand how to start working with Excel, and how to explore additional functions on your own.
QuickBooks 101 (May 28, 2019 - 9:00 AM - 11:00 AM, 2 CPE Credits)
This introduction to QuickBooks Desktop is designed to teach you the basics of QuickBooks Desktop so that you can use it to keep your business financial records. This workshop is more than a cursory overview and will help you to understand:
- Versions of QuickBooks that are available
- Chart of Accounts
- Items List & how to set them up
- Purchase orders & receiving merchandise
- Add new customers & manage existing ones
- Entering sales receipts & invoices
- Entering & paying bills
- Receiving payments & making deposits
- … and more
QuickBooks On-Line (May 28, 2019 - 11:00 AM - 1:00 PM, 2 CPE Credits)
This introduction to QuickBooks Online workshop is designed to teach you the basics of QuickBooks Online so that you can use it to keep your business financial records. This workshop is more than an overview and will help you to understand:
- Why choose QuickBooks Online
- Versions Available
- Chart of Accounts
- Products & Services
- Purchase Orders
- Adding Customers & managing existing ones
- Creating Sales Receipts & Invoices
- Entering & paying bills
- Receiving payments & making deposits
- ... and more
Fee:
For This Certificate Program (All 3 Workshops):
$59 Early Bird ( By May 14)
$79 ( After May 14)
$89 at the door.
OR
For each individual workshop:
$25 Online Registration, $30 At the door
Program Level - Basic Recommended Field of Study - Business Management & OrganizationNo prerequisites or advance preparation necessarySCOR E/Palm Beach is registered with the National Association ofState Boards of Accountancy (NASBA) as a sponsor of continuingprofessional education on the National Registry of CPE Sponsors.State boards of accountancy have final authority on the acceptance ofindividual courses for CPE credit. Complaints regarding registeredsponsors may be submitted to the National Registry of CPE Sponsorsthrough its web site: www.nasbaregistry.org.
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