Thrive in Business Virtual Education Series
All Thrive in Business virtual sessions are recorded and archived for Member access. Find these recordings in the Resources section of your Member Portal.
March 2024: Money Matters
Accounting: Why is it My Debits Never Equal My Credits?
This session presented by Danielle Morris (she/her) will introduce and reinforce the bookkeeping and accounting basics to help business owners understand what they make, what they spend, and how to record the difference.
Topics include:
- Why even simple bookkeeping systems are important
- What are the key terms a business owner needs to understand in order to qualify for financing, lower their taxes, and avoid missteps
- How should a business be organized
- Can I really deduct that?
- Oh my Goodness…I just received an IRS Notice…What next?
This interactive and engaging session provides plenty of opportunities to ask questions, clarify understandings, and even a few old fashioned war stories with humor.
Session Two: Business Financials
with Christine Buckley (she/her)
- How To Make Strategic Financial Decisions
- Know Your Financial Statements
- Manage Cash Flow
- Understand Assets
- Access Funding
- Manage Debt
Pricing: You Are What You Charge For…Success in our Experienced Based Economy
with Danielle Morris
- Ever wonder why Movie Theater Popcorn is so expensive?
- Ever wonder why manufacturers sell a “good” “better” and “best” version of similar products?
- Ever wonder what the impact of a 1% increase in your price drives to your bottom line?
- Ever admire the pricing strength of superior service providers?
- Do you wish to earn more and serve your customers better?
If you answered Yes to any of the above you should attend this engaging conversational session that illustrates:
- The Power of Pricing and what your price says about you, your quality, and your service
- Understanding the Experience Economy and why your customers compare you not just to competitors but outsiders including the likes of Amazon, Nordstrom, and the Ritz Carlton
- Why providing Experiences is more profitable than mere services
- The basics of price psychology and what it matters in each of your transactions
- The Duality of our Homer Simpson v Mr. Spock personalities and why consumers aren’t always rational
- Why your costs are not the best method for delivering value and profits
May 2024: The People Part
Why Diversity, Equity, and Inclusion Matters in Business Success
with DJ Kelly-Quattrocchi
May 14, 2024. 6-7:30pm | Free for Chamber Members, $10 for non-members | Register here.
As a business owner, providing the opportunity for anyone to feel welcomed is imperative to your business’ success. To do this effectively, business owners need to understand how to support a diverse group of people. This workshop will cover foundational information to consider when infusing diversity, equity, and inclusion topics into your business. This can look like: understanding best practices, how to support staff members & customers who hold different identities than you, and tools you can use to deal with resistance.
About DJ
DJ Kelly-Quattrocchi, M.S., (he/him/his) is the founder & CEO of KQ Consulting & Training LLC located in Eugene, OR.
He has been doing equity work for over 10 years and has worked within higher education, local government, and non-profit organizations. DJ is a mixed-race, queer, educator who focuses on utilizing narrative storytelling as a meaning making tool. His programmatic focuses are on bi/multiracial people’s experiences, bi/pan/queer identity development, how to change systems to center equity instead of white supremacy, and the need of identity spaces as in-group space to discuss experiences. As a business owner, DJ focuses on creating spaces where anyone can access services, regardless of identity, so they can be successful in their career and personal goals.
HR Essentials for Small Businesses: Navigating Risks with Confidence
with Katie McGonigal
In this comprehensive training, participants will explore the critical areas of Human Resources management within small businesses. From the complexities of hiring and firing to the nuances of on-the-job management, this course equips HR professionals and business owners with essential strategies for mitigating risks and fostering a productive work environment.
Participants will delve into the highest points of risk, such as recruitment, termination, and performance management, learning best practices and legal considerations to ensure compliance and professionalism. Industry-specific considerations will be addressed, providing tailored guidance for various sectors while emphasizing professionalism and boundary-setting. Participants will learn the importance of scripting for success, mastering communication techniques, and navigating grey areas with confidence.
By the end of the course, attendees will be equipped with practical tools, strategies, and scripts to handle HR challenges without stress.
About the Speaker
Katie McGonigal (she/her) is the Chief Operating Officer at Tangerine Search Inc., a certified LGBTBE®, San Francisco Bay Area based Recruiting Firm supporting clients across the United States and Canada. They offer white-glove services to their corporate clients, connecting them with top talent for technical and leadership roles.
How to Hire
with Maya Baker Freid and Katie Brumit, SHRM-CP of Boly:Welch
Tuesday, May 28th 6-7:30pm via Zoom | Free for ORPIB Members. $10 for non-Members | Register here.
It’s not easy to hire a new employee. The average corporate job posting gets 250 applicants, and many are unqualified (the average applicant applies to a role in 76 seconds). Weeding through resumes, selecting and communicating with candidates, interviewing, checking references, making an offer, negotiating, following up… It can take a lot out of you!
After almost 40 years in the business, Boly:Welch knows there’s a better way to cast your net smartly, identify great candidates, and figure out who will be the best add to your team.
This workshop will address key questions in hiring like: Why are you hiring and what are you looking for? How can you create a hiring process for candidates that is clear, engaging, and equitable? What can you do to ensure your top candidate says yes to the job?
About the Instructors
Maya Baker-Freid (she/her)
As a Recruiter at Boly:Welch, Maya approaches the work of intentionally pairing candidates and companies with curiosity, transparency, and a true spirit of collaboration. Her process begins with deep listening, so she can curate a targeted search that aligns with the needs of everyone impacted by the hiring process, and results in a sustainable match.
Katie Brumit, SHRM-CP (she/her)
Katie is the Contract Staffing Lead at Boly:Welch, helping clients find the best person to fill their short-term needs. With a master’s degree from Colorado State University in Human Resource Management and six years of industry experience, Katie brings big-picture thinking to optimizing workplace strategies and goes deep into fostering positive organizational culture.
September 2024: Make it Legal
Session One: Business Legal Fundamentals
Tuesday, September 10, 6-7:30pm via Zoom | Free for ORPIB Members. $10 for non-members. | Register here.
Join Rational Unicorn Legal Services for a business basics overview. This seminar covers the three main areas you should focus on when starting a business and building up a brand: entity formation, contracts, and protecting your intellectual property.
Who should attend this class? Business owners or sole proprietors at all stages of operation.
About the Speaker
Lindy Laurence (she/her) is an experienced small business and tax attorney based outside of Seattle, Washington. She is a mom, business owner, and second-career attorney. Lindy’s expertise lies in guiding startups, non-profits, and community organizations towards their aspirations, grounded by her conviction that legal work should uplift humanity and foster social justice. Lindy is currently the owner and managing attorney of Rational Unicorn Legal Services. Rational Unicorn Legal Services offers business and non-profit law in Washington, Oregon, and California, and intellectual property law nationwide.
Session Two: Contracts for Small Business
Tuesday, September 17, 6-7:30pm via Zoom | Free for ORPIB Members, $10 for non-members | Register here.
Join us for a presentation and Q&A on why business contracts are essential to your business.
The event will cover:
- What makes a contract enforceable?
- When should I use contracts?
- Which contracts are essential for business?
- How can contracts be used to minimize liability and improve my business processes?
Who should attend this class? Business owners or sole proprietors at all stages of operation.
About the Speaker
Lindy Laurence (she/her) is an experienced small business and tax attorney based outside of Seattle, Washington. She is a mom, business owner, and second-career attorney. Lindy’s expertise lies in guiding startups, non-profits, and community organizations towards their aspirations, grounded by her conviction that legal work should uplift humanity and foster social justice. Lindy is currently the owner and managing attorney of Rational Unicorn Legal Services. Rational Unicorn Legal Services offers business and non-profit law in Washington, Oregon, and California, and intellectual property law nationwide.
Session Three: Employment Basics
Tuesday, September 24, 6-7:30pm via Zoom | Free for ORPIB Members, $10 for non-members | Register here.
Join Rational Unicorn Legal Services for a discussion on hiring workers for your business. This webinar will cover:
- The differences between employees and independent contractors and the legal consequences of misclassification.
- Types of documents (ie. contractor agreement, offer letter, employment agreement).
- Restrictive covenants to protect your business
Who should attend this class? Business owners who are considering hiring workers.
About the Speaker
Lindy Laurence (she/her) is an experienced small business and tax attorney based outside of Seattle, Washington. She is a mom, business owner, and second-career attorney. Lindy’s expertise lies in guiding startups, non-profits, and community organizations towards their aspirations, grounded by her conviction that legal work should uplift humanity and foster social justice. Lindy is currently the owner and managing attorney of Rational Unicorn Legal Services. Rational Unicorn Legal Services offers business and non-profit law in Washington, Oregon, and California, and intellectual property law nationwide.
November 2024: Get the Word Out (Coming Soon!)
Sponsor a Thrive Session
Sponsor a virtual Thrive session and make a lasting impression in our digital archives. See Sponsorship opportunities here, or reach out to info@orpib.com and we’ll connect you with our Sponsorship Coordinator.
Interested in Presenting?
We are always looking for subject matter experts to present in our Thrive in Business Education series on topics relevant to the small business owner, entrepreneur, or individual professional.