On-Demand Courses

Welcome to our On-Demand Workshops

Live sessions are recorded and then broken down into smaller modules, making them easy and convenient to watch on your schedule.

Click the topic below to jump to the section of your choice.

Agriculture Education Series

Raising Livestock in the Columbia Basin: A Regulatory Overview

In a shifting regulatory environment, there are expanded options for primary meat producers to process their animals and gain entry into the meat industry. Get an overview of these options and discuss what model might work best for your farming operation.

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Succession Planning for Farms: Making a Plan for the Next Generation

Growers are increasingly wondering who will take the reigns as the current generation of food producers move toward retirement. Numerous support, planning, and matching services are available to growers who want to make a plan for the future of their farms. Come to this webinar session and get an overview of these options and chart a course to build and implement your success plan.

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Agriculture On-Farm Recruitment and Readiness Series

Selling to Retail: Relationship Readiness Series

Session 1: Being a Good Supplier

Being a Good Supplier is the first workshop in the BBA's Selling to Retail - Relationship Readiness series.

This workshop dives into what it means to be a good supplier and build strong relationships with distributors throughout the product's life cycle - from product readiness and delivery etiquette to re-order and maintenance practices once the product is on the shelves.

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Session 2: Preparing for a Pitch Meeting

Preparing for a Pitch Meeting is the second workshop in the BBA's Selling to Retail - Relationship Readiness series.

This workshop covers essential components of pitch meeting preparation - including required documentation (i.e. order sheets, sell sheets and promotional schedule), expert personnel (i.e. sales and product experts), and skills (i.e. order and risk management; leveraging rapport) .

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Session 3: Preparing for Trade Shows and Expos

Preparing for Trade Shows and Expos is the third and final workshop in the BBA's Selling to Retail - Relationship Readiness series.

This workshop covers the process of preparing for food expos and trade shows - from go-kits and sampling/demos to following up post-trade show and solidifying a sale.

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Agriculture Pricing Education Series

Session 1: Calculating the True Cost of Production

In this session, you will learn about:

Why farmers should know how much it costs to grow a unit of product and

How to calculate the cost of production for sustainability, growth, and profit

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Session 2: Factors that Determine Sustainable Product Pricing

In this session, you will learn about:

How to use financial statements to calculate operating costs (i.e. growing and packaging) and fixed costs (i.e. mortgage/lease) to price our products

How to use your unit cost data to understand production intensity and harvest intervals for what you grow

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Session 3: Determining How Much you Need to Plant to Generate a Profit

In this session, you will learn about:

How to plan for profit before you put anything in the ground or in the barn

How to use break-even analysis to calculate how many units you need in a given production area to produce enough to exceed your operating costs

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Session 4: Making Data-Driven Decisions Based on Pricing Knowledge

In this session, you will learn about:

Why data and gut feelings can sometimes give you different answers

How to use break-even analysis to make data-driven decisions; for example, how much labour will be required, how much shrink to account for, how to think about potential risk, how to plan future harvests, how to consider future land opportunities

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Become a Data Scientist Education Series

Becoming a Data Scientist: Analysis for Everyone

Sometimes intuition and guesswork don’t make the grade in times that are fast changing and beyond our control. Using your own financial data to help make decisions is achievable. When should you pursue that new market or hire that new employee? Is it time to look for an investor or make that big capital purchase? Data-driven decision-making is a foundational part of running your business successfully.

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Financial Education Series

Session 1: Annual Profit and Loss (P&L) Statement; Trailing 12-month (TTM) Profit and Loss

We all know that the Annual Profit and Loss (P & L) Statement is useful to report taxable income for the government. But does it give us enough information to manage a business effectively? In this session, we explore:

Adding detail to a profit and loss statement for better business management overall

Increasing frequency of financial reporting for access to relevant

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Session 2: Cost of Goods Sold (COGS); Gross Margins (GM); Chart of Accounts (COA)

A detailed Chart of Accounts allow for tracking where money comes in and goes out within a given reporting period. Cost of Goods Sold and Gross Margin play a key role in financial reporting. In this session, we explore:

What is COGS and why is it important

Gross Margin and your P & L statement

How and why do we lay out revenue centres

How do we lay out Point of Sale (POS) for the COA?

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Session 3: Sales Channel Analysis; Gross Margin by Revenue Channel; Gross Margin Calculations

To make data-driven decisions for a business, we need to pay close attention to Gross Margin and Gross Margin per revenue channel. In this session, we explore:

Why calculating Gross Margin per revenue channel matters

Sales channel analysis (calculating Gross Margin by revenue channel)

Decisions that can (and should) be made with this data

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Session 4: Pro Forma vs TTM and Break-Even Analysis

A Pro Forma, also generated monthly, allows us to forecast how the business is likely to perform in the future by projecting the potential financial impact of hypothetical strategies. A Pro Forma empowers us to justify decisions we make in our business. In this session, we will explore:

Testing potential strategies in the service industry vs in the manufacturing industry

How to calculate break even

The role of break-even analysis in decision-making

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Session 5: Gross Margin and Profit Margin Consistency; Three Ways to Affect Profitability; Using the Break-Even Formula

We must understand that the profit margin is the result of the intersection between factors we can control: revenue, gross margin, and expenses to create a reliable Pro Forma. In this session, we explore:

Keeping Gross Margin and monthly expenses consistent

How the break-even analysis formula can help a business

Three ways to affect profitability

Monthly financial routines

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Financial Statements Education Series

Session 1: Understanding the Basics of Financial Statements

Financial Statements can tell you everything you need to know about your business – but first, you have to learn how to read them. In this webinar, learn:

The difference between Internal versus External Statements

The three types of accountants prepared for year-ends

The five basic financial reports

How to read the “Notes”

Is your bookkeeper your accountant?

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Session 2: Reading your Financial Reports – from Profit and Loss to Cashflow Statements

There are five basic reports every business owner should have. In this webinar, learn all about:

Understanding your cashflow – income and CF statements

Understanding your financial health – balance sheet & reports

Seeing who you owe and who owes you

Deciding who in your business owns what reports

Why cash flow can be more important than profit

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Session 3: Using your Financial Statements to Manage your Business

Do you check your bank account to see how your business is doing? It may not be giving you the full picture. This webinar covers:

Why it’s important to look beyond cash in the bank

What your financial reports can tell you about the future

Where you can find expenses versus investments

How you can use your statements to make decisions

How to have a meaningful conversation with your accountant

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Session 4: The Six Ratios that can tell you Everything

Raw numbers on a page won’t give you the full story. Financial Ratios are the best way to understand your financial reports and analyze your business over time. In this webinar, learn:

What Gross Profit tells you about your business

The importance of using volume and units

What “leverage” means and why debt can be a good thing

Are getting paid fast enough/paying your suppliers too quickly

The definition of a “zombie” company

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High Interest Rates and Inflation Education Series

Session 1: The Basics of Rising Rates and your Business

Learn the basics of interest and inflation rates, then understand your operating margins and profitability sensitivity to these rate changes. In this webinar, learn:

The connection between rising interest rates and inflation;

What rising rates mean for small, privately owned businesses;

Why inflation and higher interest rates will change your financial statements;

How you can model the impact on your cash flow and predict the future of your business

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Session 2: Building a Plan to Adapt your Supply Chain to Rising Rates

Once you understand the impact rising rates will have on your business, it’s essential to build a plan to react and build resilience in your business. In this webinar, learn:

The three major components of a plan for rising rates

Where you can find the effect of these two factors in your supply chain

Determine when pricing should change & how to calculate which prices to adjust

discussing price changes

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Human Resources Education Series

Session 1: Recruiting & Hiring the Right Employees

By recruiting and hiring the right employees from the start, you’ll save yourself time and worries down the road. In this webinar, learn:

How to be an attractive employer

How (and why) to hire for personality over skills

How to write appealing job descriptions

Effective interview tactics

Communication

Job offers and employee contracts

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Session 2: Employee Retention Strategy

Avoiding staff turnover saves you, as a business owner, money. So part of retaining staff means understanding why people stick with one job over time. In this webinar, learn all about:

HR Policies and Procedures

Perks

Workplace culture

Staff training

Process for promotion

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Session 3: What's in a Policy & Procedures Manual

For those employers who want to develop or improve their Policy & Procedures Manual, this webinar covers the following:

Why it’s important

What’s the difference between policies and procedures

Review of employment standards

Determining what’s legal in terms of policies

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Session 4: How to Manage & Lead for Success

We can’t control how others act, the best we can do is recognize our own role. In this webinar, learn:

What makes a great manager

What makes a difficult workplace

How to manage and limit staff turnover

How to identify the root cause of problems in the workplace

How to recognize when you, as the owner/ manager, are the
problem

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Leadership Education Series

Session 1: Why You Need a Plan

If you don't lead your team, you will get what you are given - not what you want. In this session, you will learn about the key elements for successful leadership in any business: structure; process; and tools.

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Session 2: Making the Plan 1 - Being Strategic

If your team is not focused, you are like a rudderless ship blown in the wind. In this session, you will:

Learn the processes required to set your strategic direction

Identify your business model

Create specific goals to focus your entire team

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Session 3: Making the Plan 2 - Mission, Vision & Values

In this session you will learn how to identify why your company is important, and how that motivates your team. You will also understand the importance of living your company values and how they are used to set your company apart from the competition.

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Session 4: Communicate the Plan

When everyone is accountable, no one is accountable.

In this session you will learn how to create clarity for your team and empower them through leadership tools; organizational charts and job descriptions. You will see how these tools create accountability and provide a framework for success.

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Session 5: Execute the Plan

Leadership involves not only a framework, but also it requires someone to implement that framework. That is what it means to be a leader; you are the only one who can do it. In this session you will learn that devising and executing a plan is crucial to being a good leader.

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Session 6: Re-evaluate the Plan

The world does not stand still, and neither does your business. If you don’t continue to revisit your plans, learn from mistakes and adjust, you will not optimize and/or be able to scale your business.

In this session you will learn how evaluate your success, make decisions and pivot where necessary.

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Lean into Your Sales Process and Build a Plan Education Series

Session 1: The Marketing Mix – Defining Marketing and Sales for your Business

It’s easy to confuse marketing and sales in your business. However, marketing and sales are not the same things. In this webinar, learn:

The difference between marketing and sales

The four major marketing principles

How marketing can deliver ‘leads’ to your business

What a marketing strategy can do for your sales tactics

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Session 2: The Sales Cycle – from Leads to Sales to Referrals

Every sales process has seven key steps that should be defined for your customers and your business. In this webinar, learn:

The high-level sales process and sales funnel

The seven key steps of the sales cycle from leads to sales to
referrals

How to build a sales funnel for your business and its products

How to track your leads through the sales funnel to a
confirmed sale and future referral

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Session 3: Sales Operations and Measuring Progress in the Basin

Successful salespeople use data to track conversions and measure the success of the sales process and marketing tactics. This webinar covers the following:

How to measure the success of your sales processes

Defining conversion rates for your sales channels

Evaluating successful marketing campaigns in terms of sales

Discuss future sales opportunities by looking at current and ,
past performance

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Session 4: Pulling it all Together: Deliver Results with a Sales Strategy

Once you have your marketing strategy, sales tactics, sales process, and conversion measurements in place, you can build your sales strategy to deliver the desired results while planning for sales. In this webinar, learn:

How to build a simple sales strategy for your business

What information you can use to bulk up your sales strategy

How to use your sales strategy to put together targets

Using your sales strategy to measure progress

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Technology Enablement Fundamentals Education Series

Session 1: Why and How to Implement Technology in your Business

Gain background knowledge and a framework that will allow you to investigate, select, and adopt the best software solutions for your business.

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Session 2: How to Practically Implement Technology for your Business

This session will prepare you for practical discussions surrounding implementation of software technology for your business. Highlights include the pros and cons of tech solutions that involve optimization vs overhaul of business processes, strategies for assessing software, and identification of resources that may facilitate the process.

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Growth Education Series

Session 1: Fundamentals of Growth

In this session, we will define what growth is; differentiate between growth and scaling; identify the pre-requisites for growth or scaling; and break down the potential risks of growth or scaling.

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Session 2: Finding your Product Market Fit

In order to experience growth, you must understand the key elements of your current business model and identify opportunities for improvement. In this session, we will explore how to evolve your business model by understanding the significance of your: Product Market Fit; Business Model; Key Differentiator; Brand Promises; KPIs; and Competitive Analysis

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Session 3: Leveraging your Core Customer

In this session, we will focus on your core customer, help build an avatar based on your core customer, and outline how to leverage this data for growth. You will learn how to identify your Core Customer; build an Avatar; focus on your Core Customer; create an excellent experience for your Core Customer; systemize your Customer Experience; and quantify the Value of your Customers

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Session 4: Developing a Marketing Plan and Process

In this session, we will develop an understanding of how to move clients through the marketing funnel and why you need a marketing strategy to optimize your results.

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Session 5: Developing a Repeatable Sales Process

In this session, we will develop an understanding of the what, why, and how of sales. After you finish this course, you will be able to build your own sales process. Build it, use it, test it, refine it, re-test it, finalize it. Make it repeatable and scalable.

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On-Demand Courses

Welcome to our On-Demand Workshops

Agriculture Education Series

Raising Livestock in the Columbia Basin: A Regulatory Overview

Succession Planning for Farms: Making a Plan for the Next Generation

Agriculture On-Farm Recruitment and Readiness Series

Session 1: Getting Ready to Hire

Session 2: Finding the Right Candidates for Your Farm

Session 3: Interviewing, Onboarding and Retention

Selling to Retail: Relationship Readiness Series

Session 1: Being a Good Supplier

Session 2: Preparing for a Pitch Meeting

Session 3: Preparing for Trade Shows and Expos

Agriculture Pricing Education Series

Session 1: Calculating the True Cost of Production

Session 2: Factors that Determine Sustainable Product Pricing

Session 3: Determining How Much you Need to Plant to Generate a Profit

Session 4: Making Data-Driven Decisions Based on Pricing Knowledge

Become a Data Scientist Education Series

Becoming a Data Scientist: Analysis for Everyone

Financial Education Series

Session 1: Annual Profit and Loss (P&L) Statement; Trailing 12-month (TTM) Profit and Loss

Session 2: Cost of Goods Sold (COGS); Gross Margins (GM); Chart of Accounts (COA)

Session 3: Sales Channel Analysis; Gross Margin by Revenue Channel; Gross Margin Calculations

Session 4: Pro Forma vs TTM and Break-Even Analysis

Session 5: Gross Margin and Profit Margin Consistency; Three Ways to Affect Profitability; Using the Break-Even Formula

Financial Statements Education Series

Session 1: Understanding the Basics of Financial Statements

Session 2: Reading your Financial Reports – from Profit and Loss to Cashflow Statements

Session 3: Using your Financial Statements to Manage your Business

Session 4: The Six Ratios that can tell you Everything

High Interest Rates and Inflation Education Series

Session 1: The Basics of Rising Rates and your Business

Session 2: Building a Plan to Adapt your Supply Chain to Rising Rates

Human Resources Education Series

Session 1: Recruiting & Hiring the Right Employees

Session 2: Employee Retention Strategy

Session 3: What's in a Policy & Procedures Manual

Session 4: How to Manage & Lead for Success

Leadership Education Series

Session 1: Why You Need a Plan

Session 2: Making the Plan 1 - Being Strategic

Session 3: Making the Plan 2 - Mission, Vision & Values

Session 4: Communicate the Plan

Session 5: Execute the Plan

Session 6: Re-evaluate the Plan

Lean into Your Sales Process and Build a Plan Education Series

Session 1: The Marketing Mix – Defining Marketing and Sales for your Business

Session 2: The Sales Cycle – from Leads to Sales to Referrals

Session 3: Sales Operations and Measuring Progress in the Basin

Session 4: Pulling it all Together: Deliver Results with a Sales Strategy

Technology Enablement Fundamentals Education Series

Session 1: Why and How to Implement Technology in your Business

Session 2: How to Practically Implement Technology for your Business

Growth Education Series

Session 1: Fundamentals of Growth

Session 2: Finding your Product Market Fit

Session 3: Leveraging your Core Customer

Session 4: Developing a Marketing Plan and Process

Session 5: Developing a Repeatable Sales Process

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