Items tagged with Business

Dig into Databases: Business Edition—ReferenceUSA

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Learn to create effective marketing plans, conduct essential competitive analysis, raise funds and locate people in order to expand & grow their book of business. The online database provides real-time access to more than 44 million businesses and 270 million consumers. Register online.

TJ Pridell is a New England account manager for Infogroup, specializing in the library division and SMB market. Utilizing Infogroup’s business resource, ReferenceUSA, TJ serves as a marketing consultant to the business community and an account manager to the New England library system. TJ Pridell graduated from the University of Nebraska-Omaha with a B.S. in Business Marketing.

Program Room
Tech Training, Career

Business: Be More Visible on LinkedIn: Tips, Tricks, and Strategies

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LinkedIn expert Don Wittman will speak on the most up-to-date LinkedIn job search strategies for being found on a results-based LinkedIn search.  He will share his latest research on LinkedIn techniques – much of which is not currently taught by anyone else in his field of expertise.  His uniquely structured Pull Marketing Strategy can effectively generate results.

Note location: Classroom at Westport Police Station, 50 Jesup Road

Don Wittman, CEO of Wittman Technology, LLC and former CTO of Fortune 500 companies, is a LinkedIn author, trainer and consultant.  He is a graduate of Manhattan College.

 

Other
Career

Small Business Bootcamp: Financial & Tax Planning Strategies

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A lot of change is taking place in the local Westport business community. As different businesses continue to move into the market, it’s more critical than ever that existing and aspiring small business owners follow financial and tax planning strategies tailored to their unique needs. Register online.

Join Caroline Wetzel, CFP®, MBA, AWMA®, and Vice President, Private Wealth Advisor with Procyon Private Wealth Partners LLC, and Chris Eck, CPA, CRFA, and Partner, Berkow Schechter & Company LLP, for a special session designed specifically for small business owners. Caroline will share financial planning tips for small business owners, and Chris will discuss implications of the recent 2018 Tax Cuts and Jobs Act on small business owners. 

Chris Eck is a Certified Public Accountant (CPA) and received his Bachelors in Accounting from Sacred Heart University in 2007. Chris is also a Certified Forensic Accountant (CrFA) since 2013 and the Audit and Attestation Partner at Berkow, Schechter & Company in Stamford, Connecticut. Chris helps small business owners and entrepreneurs grow their business and established organizations take their operations to the next level by providing accounting, planning and tax strategies. His specialties are Tax, Auditing, Accounting, Payroll, Bookkeeping, IRS correspondence , Tax Planning, Consulting, QuickBooks, Tax Research, IRS & State Tax Debt Settlement.

Caroline Wetzel is passionate about equipping her clients with information and tools to make informed financial decisions. Through financial planning, Caroline assists clients in defining financial goals and determining how to achieve them. Prior to joining Procyon Partners as a Private Wealth Advisor, Caroline worked at UBS for nearly 16 years in both the United States and Switzerland, spending her last 2 years specializing in the development of comprehensive financial plans for affluent individuals, couples, and multi-generational families. Caroline earned her B.S. degree in Policy Analysis and Management at Cornell University and holds an M.B.A. in Finance and Advanced Certification in Marketing from the University of Connecticut School of Business. She also holds the Certified Financial Planner™ and Accredited Wealth Management Advisor designations.

 

 

Program Room
Career
Business

Craft Your Million Dollar Book: 7 Steps to 7 Figures

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Author, strategic book writing coach and business development coach Robin Colucci discusses key benefits of writing a book. The extraction and organization of an idea into a cohesive, thought-leader book makes one a true expert and actual authority in your field. Writing a book can grow an existing business, audience and  platform. Even beginning the process can help you realize income growth through:

  • improved messaging
  • greater clarity
  • greater confidence
  • and more opportunities

Robin helps consultants, coaches and CEO founders to leverage the process of finding their authority and writing a book to grow their business and further their cause. She outlines integrating sound business strategy into every aspect of the book writing process in her book, How to Write a Book That Sells You: Increase Your Credibility, Income, and Impact. A writing and editing professional with over 30 years experience, her clients have been published by major houses such as Random House, Doubleday, J. Wiley & Sons, etc. and others have self-published.

 

Note location: Saugatuck Congregational Church, 245 Post Road East

Saugatuck Congregational Church
Career
Business

Financial Plumbing: Plugging Your Profit Drains

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Business advisor Judi Otton wants to make business finance accessible to everyone. Geared for the small business owner and entrepreneur who want to improve profitability, this talk addresses where revenue may be going and what can be done to keep more of it. Combining her lifetime of skills as an engineer, leader and manager, COO and CFO, with her MBA, Judi developed the GrowthCast system of financial management which is a full-service, “CFO for Hire” firm, dedicated to helping small business owners make their businesses as efficient and profitable as possible.

Note location: Saugatuck Congregational Church, 245 Post Road East

Saugatuck Congregational Church
Career
Business

CANCELED: Small Business: How the New Tax Laws Impact You

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Canceled. Just back for a new date.

Small business owners face unique challenges compared to other professionals. Time and capital are critical to start a small business, and strategic financial planning and tax management are essential for a small business owner’s success over time. Join Caroline Wetzel, CFP® and Vice President, Private Wealth Advisor with Procyon Private Wealth Partners LLC, and Chris Eck, CPA and Partner, Berkow Schechter & Company LLP, for a special session designed specifically for small business owners. Caroline will share financial planning tips for small business owners and Chris will discuss implications of the recent 2018 Tax Cuts and Jobs Act on small business owners. 

Chris Eck is a Certified Public Accountant and received his Bachelors in Accounting from Sacred Heart University in 2007. Chris is also a Certified Forensic Accountant since 2013 and the Audit and Attestation Partner at Berkow, Schechter & Company in Stamford, Connecticut. Chris helps small business owners and entrepreneurs grow their business and established organizations take their operations to the next level by providing accounting, planning and tax strategies. His specialties are Tax, Auditing, Accounting, Payroll, Bookkeeping, IRS correspondence, Tax Planning, Consulting, QuickBooks, Tax Research, IRS & State Tax Debt Settlement.

Caroline Wetzel is passionate about equipping her clients with information and tools to make informed financial decisions. Through financial planning, Caroline assists clients in defining financial goals and determining how to achieve them. Prior to joining Procyon Partners as a Private Wealth Advisor, Caroline worked at UBS for nearly 16 years in both the United States and Switzerland, spending her last 2 years specializing in the development of comprehensive financial plans for affluent individuals, couples, and multi-generational families. Caroline earned her B.S. degree in Policy Analysis and Management at Cornell University and holds an M.B.A. in Finance and Advanced Certification in Marketing from the University of Connecticut School of Business. She also holds the Certified Financial Planner™ and Accredited Wealth Management Advisor designations. 

Disclosure: Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (collec-tively "Procyon Partners") are registered investment advisors with the U.S. Securities and Ex-change Commission (“SEC”). This presentation is provided for informational purposes only and for the intended recipient[s] only. This presentation is derived from numerous sources, which are be-lieved to be reliable, but not audited by Procyon for accuracy. This report may also include opin-ions and forward-looking statements which may not come to pass. Information is at a point in time and subject to change. Procyon Partners does not provide tax or legal advice. 
 

 

Program Room
Career
Business

CANCELED: Business: Connect With and Grow Your Facebook Audience

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This program is canceled and will be re-scheduled for fall 2018.

Jon Dupree of Calibrate Marketing & Mentoring and Jeff Seaver of Seaver Interactive explore ways to expand content reach using "the new Facebook," including the ongoing changes to its news feed and other overhauls to its management of business pages. They will also take an in-depth look at using Facebook advertising to successfully reach targeted audiences while staying within the limited budgets available for small business. Register online.

Note location: Classroom at Westport Police Station, 50 Jesup Road

Jon Dupree, owner Calibrate Marketing & Mentoring, has a unique perspective on internet marketing with over 20 years of sales experience in B2B marketing. Jon creates marketing strategies for start-ups and small businesses that improve results and ROI in social media, SEO and email marketing, and provides extensive in-house mentoring and training. Jon holds an Economics degree from Syracuse University and is a certified ISO 9000 auditor.

Co-presenter Jeff Seaver owns Seaver Interactive, a digital marketing and design firm marketing firm in Westport, CT. He is a designer and computer expert and has been crafting and building websites and social media presences for over 25 years. Jeff is an adjunct professor teaching at the graduate level and has written and lectured widely on web design and digital marketing.

Other
Career

Reading the Room: Using Emotional Intelligence to Attract Business

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Jenny Drescher is a co-founder of Bolder Company which specializes in the use of improv skills for business and life. She will lead this learn-and-apply session to teach participants a fresh, results-oriented approach to business development and leadership. Participants will build self-awareness and tune into facets of emotional intelligence to better navigate challenging business situations and focus in on business opportunities. 

Note location: Classroom at Westport Police Station, 50 Jesup Road

The Bolder Company connects individuals to themselves, to each other, and to the futures of their organizations. They are committed to helping people build trust, courage, and levity so that organizations become collaborative, generative environments. Their most popular programs focus on empowering the confidence, clarity, ease and power of emerging leaders and executives. Their clients include St. Francis Hospital, the AARP, and the UConn School of Business Career Development Center.

Jenny Drescher is a co-founder of The Bolder Company which specializes in the use of improv skills for business and life. As an accomplished performance improviser and candid-yet-kind facilitator and coach, she draws out courage and playfulness in her audiences and students. She has 10+ years of coaching and training experience in workplaces, service agencies, and schools. She has been a certified coach since 2007.

Other
Career
Business

Foundation Center Workshop: How to Approach a Foundation, from Initial Contact to Getting Funded

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Susan Shiroma,
Senior Social Sector Librarian at Foundation Center, discusses how to build relationships with foundation prospects and prepare for calls and meetings with funders, from initial contact to getting funded, following field-tested best practices to increase your chances of getting the grant. Topics include:

  • Initiating contact with potential funders
  • Planning calls and meetings, including site visits
  • Effectively communicating with funders during the grant process
  • Learning how using Foundation Directory Online Professional adds value to your prospect research.

Register online.

Susan Shiroma, Senior Social Sector Librarian, provides leadership and support for Foundation Center public services for social sector and philanthropy professionals in the New York City metropolitan region. Susan’s achievements since joining the organization in 1995 include directing the national expansion of Foundation Center’s proposal writing seminar program and managing prospect and philanthropy research for over 1,000 nonprofit members of Foundation Center’s historic Associates Program. She is a popular and engaging Foundation Center training expert and public speaker. She is has an M.L.S. from Columbia University and a B.A. from Barnard College.
 

Program Room
Seminars & Workshops

Speed Business Counseling

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If you are thinking of starting a business or are in the start-up phase of your business, how would you like to have access to several business advisers for a brief period to answer your most pressing questions? The Westport Library, in conjunction with the Women's Business Development Council, will provide access to those Westport business advisers in a "speed counseling" event. Advisors will be available on topics such as accounting, IT, marketing, banking/finance, social media and more.You have the opportunity to have a fifteen minute one-on-one session with just one counselor or meet with all four counselors in the span of one afternoon.  Though walk-ins are welcome, we would appreciate registration ahead of time. Register online.

 

For more information, contact Ellen Janpol, Business Librarian, at ejanpol [at] westportlibrary [dot] org

Community partner: Women's Business Development Council

Large Reading Room
Career
Business