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Friday, November 18, 2022 Live Webcast

Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (E2211342)

3:00 PM - 4:40 PM EDT

Registration: 2:30 PM EDT

webcast

Vendor Platform

2 CPE Credits in MT

OVERVIEW

Starting and owning a small business has often been referred to as the “Third Pillar of Wealth,” right behind investments and owning real estate. Essentially, all businesses start off as “small businesses.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Anyone in the accounting or financial services profession who seeks to understand proven strategies to establish and grow a small business or who counsels individuals who own, or are considering owning, a small business

BENEFITS

  • Understand how to successfully start and grow a small business or advise clients who are starting a small business
  • Understand basic legal issues that need to be addressed when forming a business
  • Explore marketing and financing plans to launch and develop a business
  • Recognize ways to protect business assets and owners from different forms of liability

HIGHLIGHTS

  • Understanding the time commitment required to start and run a business
  • Selecting a corporate structure to protect your personal assets
  • Building your product or service
  • Sales and marketing in your business
  • Establishing your owners, investors, managers, and employees
  • Accounting, recording-keeping, and other software programs
  • Leases, contracts, and employee agreements
  • Protecting intellectual property
  • Insurance
  • Business plans
  • Financing
  • Market position

COURSE LEVEL

Basic

PREREQUISITES

General familiarity with accounting and business principles

ADVANCE PREPARATION

None

INSTRUCTOR

Lydia Stutesman

Lydia C. Stutesman, M.Ed.

Lydia Stutesman is a college-level course teacher at Archbishop Edward A. McCarthy High School and University Preparatory in Southwest Ranches, FL, where she teaches Business Entrepreneurship Honors, Personal Finance Honors, TV Production, Communications and Broadcast Journalism, and is the Associate Director of Alumni Relations. Before joining the education system, Mrs. Stutesman had a successful career in healthcare revenue cycle management, holding positions such as Corporate Training Manager, Operations Manager, and Accounts Receivable Special Projects Director for a large pharmacy benefit management and durable medical supply company serving over three million customers. Mrs. Stutesman’s management roles included teams responsible for writing and updating all training documents and manuals, creating and facilitating course curriculum, and managing departments and groups of 50-200 team members and supervisors. Mrs. Stutesman was also responsible for maintaining corporate training compliance for over 700 employees in Florida and Virginia as well as updating all Sarbanes-Oxley controls and key controls for the revenue cycle management department. Mrs. Stutesman’s training experience dates back to 1994 when she served as a retail trainer for a Fortune 500 company. With over 28 years of facilitating, creating and updating educational content via a blended learning solution, Mrs. Stutesman is an accomplished and highly engaging speaker and presenter in the topics of healthcare revenue cycle management, fraud and abuse prevention, corporate compliance, financial planning, organizational leadership, business management, marketing, entrepreneurship, and many other financial topics of interest in today’s diverse and growing virtual climate.