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On-Demand Courses

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Agriculture Education Series
Agriculture On-Farm Recruitment and Readiness Series
Be Rate Ready: Rising Interest and Inflation Rates in the Basin
Become a Data Scentist Education Series
Financial Fundamentals Education Series
Financial Statements Education Series
Lean into Your Sales Process and Build a Plan Education Series​

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

Session 1: Getting Ready to Hire

Level up your hiring plan for the upcoming production season. In this webinar, you will learn the basics of getting your farm ready to find the people who will make your season great. In this series, learn:

  • Writing appealing job descriptions for agriculture
  • How to pitch your farm as an attractive place to work
  • Safety and compliance for agriculture businesses
  • Employment regulations for on and off the farm
  • Wage planning and budgets
    • Watch Now

    Session 2: Finding the Right Candidates for Your Farm

    Recruiting suitable candidates is critical to success on the farm. This session will outline where and how you can find the superstars who you want on your team this year. Find out about:

  • Where to advertise so candidates can find you
  • Different types of wage support programs & recruiting support
  • Various employment models that are available to you
  • Interview techniques & tips to match skills and team culture
  • Onboarding and retention best practices
    • Watch Now
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    Be Rate Ready: Rising Interest and Inflation Rates in the Basin

    Session 1: The Basics of Rising Rates and Your Business

    Learn the basics of interest and inflation rates and then understand the sensitivity that your operating margins and profitability have 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 & higher interest rates will change your FS
  • How you can model the impact on your cash flow and predict
         the future of your business
    • Watch Now

    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 important 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
  • Finding the effect of these two factors in your supply chain
  • Determine when pricing should change and how to calculate
         which prices to adjust
  • Talking to your customers & suppliers about price changes
    • Watch Now
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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.
    Watch Now
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    Financial Fundamentals 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
    • Watch Now

    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?
    • Watch Now

    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
    • Watch Now

    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
    • Watch Now

    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
    • Watch Now
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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?
    • Watch Now

    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
    • Watch Now

    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
    • Watch Now

    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
    • Watch Now
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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
    • Watch Now

    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
    • Watch Now

    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
    • Watch Now

    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
    • Watch Now
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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
    • Watch Now

    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
    • Watch Now

    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
    • Watch Now

    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
    • Watch Now
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    Take the next step.

    Contact us today to grow your business and achieve success.
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    I really enjoyed this series; it's very obvious that the instructor knows what he is talking about, and he explains everything in a way that is easy to understand. There is a lot of information, but it is delivered in a manner that makes it easy to absorb and apply.
    I really appreciated how concisely the subject was summarized—excellent use of time to provide overall context on the subject.
    Thank you so much for making these webinars. I love them. The recordings are very valuable as I can't always make the scheduled 'air time.'
    My advisor gave me some great advice about getting my story on my website and into my products.
    I learned so much from My Advisor and appreciated the accountability and the homework. It really keeps me on track!
    We liked our Advisor very much and appreciated his calm, confident manner.
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