This is a past event.

Book(keeping!) Club - CWE Eastern MA - Live Workshop

Date: 3/2/2022
Time: 12:00 PM - 1:00 PM (EST)
Status: Closed - the wait list is empty
Registration Deadline: 3/2/2022 11:00 AM (EST)
Fee: No Fee

Point of Contact: Beth Ann Dahan (617) 532-0224

Program Format: Online Meeting (Live)
Training Topics: Business Financing, Cash Flow Management, COVID-19 Financing Capital, Disaster Planning/Recovery, Disaster Recovery, Managing a Business, Risk Management, Woman-owned Businesses
Description:

Do you know you need to work on your business finances, but don’t know where to start?

Do you feel disappointed every time you find the courage to work on your finances only to end up going down the Google rabbit hole?

Do you need structure in your finances to simplify your bookkeeping process?

If this is you, join this monthly drop-in Book(keeping!) Club to get the structure and support you need to take charge of your business finances! Whether you are a startup business, or you’ve been operating for a while, this hands-on working group will introduce basic best practices for bookkeeping and financial management, provide non-judgmental peer support to move through barriers, and allow space for individual questions and time to work on your books. Participants will be encouraged to have an accounting software.

Janette Gallardo, founder of Vitta Solutions will facilitate group discussions about relevant topics for setting up and maintaining your bookkeeping systems and general financial management and arrange breakout rooms for small group working sessions. Topics will include learning how to structure you finances so you can simplify your current process, setting up a chart of accounts, categorizing transactions, setting financial goals, pricing your products and services, and generating and understanding basic financial reports.

About the Facilitator:

Janette Gallardo has 20 years of experience in business finance. She has worked at the headquarters of private and publicly traded companies and managed up to $25 billion in revenue. She gained international experience while working at the headquarters of ABN AMRO Bank in Amsterdam as a Strategic Planning Analyst. Her finance experience is in Strategic Planning, Budgeting, Forecasting, Cost Analysis, Pricing Analysis, Financial Modeling, and Mergers & Acquisitions. In addition, she is a human design expert and money adept and utilizes human design to create awareness around finances. Janette's mission is to get entrepreneurs to change their relationship with their finances; as she likes to say, she "humanizes finances for conscious entrepreneurs." When Janette is not working, you will find her hiking with her husband and two German Shorthaired Pointers. She loves to travel and learn about other cultures, and she has lived in the Netherlands, France, Mexico, and the United States. She is passionate about wellness and self-growth and has found a love for yoga, meditation, and mindfulness. To learn more, visit www.vittasolutions.com.

Registration Policies:

Registration and Fees:

CWE is pleased to offer a sliding scale pricing system across our region. You choose to pay what feels right to you, no questions asked. We have moved away from the scholarship model to the sliding pay scale model in order to bring more equity into our pricing model. We know that scholarship applications rarely reflect the true economic situation of our clients and that as our client, you are the best judge of your economic situation. We trust you to make the choice that best reflects your ability to pay.

We encourage you to use this as an opportunity to take stock of your financial resources, your privilege and how that has affected your ability to pay. Some things that might make you consider paying less on our scale include; carrying significant debt, caring for dependents (children, parents, family members, etc), experiencing discrimination in hiring, being a member of a historically marginalized group, or being eligible for public assistance. Some things that might make you consider paying more on our scale include:home ownership, expendable income, family wealth, orhigher education. With that said, don’t over think it, please just choose the level that resonates with you.

What matters most to us is your active participation in the CWE community and feedback on your experience. 

Description of Each Level

You might choose the Supporting Communities ticket level if you are having trouble making ends meet, receiving public assistance or accessing safety net programs, are a resource partner, or feel you could not participate at another ticket level.
You might choose the Disrupting Industries ticket level if you are at the formation or start up stage of your business and are starting to make sales, if you are meeting your basic financial needs, or if you feel like you are able to support CWE’s mission at this ticket price.
You might choose the Making Waves ticket level if you are at a growth stage of your business, if you are meeting more than your basic financial needs, or if you feel like you are able to support CWE’s mission at this ticket price.
You might choose the Lifting Up The World ticket level if you are in the development or expansion stage of the business, you are meeting more than your basic financial needs, or if you feel like you are ready to give to the CWE community in a way that allows us to offer these opportunities to all clients, regardless of ability to pay.

If you are interested in donating to CWE in general, please see our donation page on our website: www.cweonline.org/Get-Involved/Ways-to-Give

Recordings Policy: Recordings will be available for 60 days after the original session.

Refund Policy: Refunds will only be available for classes that are not recorded. Clients must request a refund3 business daysin advance of the class andWBCs have 30 days from the date of the refund request to decide whether to grant the refund and to process it. Refunds for multiweek classes that have already started are at the discretion of the center’s director.

Special Accommodations: In accordance with the American Disabilities Act and state law, you may request accommodations due to a disability by contacting the event organizer listed above. Advance notice may be necessary for some accommodations. Registration must be paid prior to accommodation requests.