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

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

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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

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Distribution Bootcamp: Relationship Readiness Series

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

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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 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

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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 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

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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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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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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:

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Session 2:

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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

Distribution Bootcamp: Relationship Readiness Series

Session 1:

Session 2:

Session 3:

Be Rate Ready: Rising Interest and Inflation Rates in the Basin

Session 1: The Basics of Rising Rates and Your Business

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

Become a Data Scientist Education Series

Becoming a Data Scientist: Analysis for Everyone

Financial Fundamentals 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

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

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:

Session 2:

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