Upcoming Workshops

The following workshops are offered only a few times a year and do have registration fees to reserve your seat.

They tend to fill up fast, so register soon!


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Personal Finance and Credit Planning

Date: Saturday, June 9, 2018 - 10am-Noon

Fee: $10

Location: SOURCE River West, 2230 West Michigan Street

Instructor: Sandra Kay Carey, Owner/Financial Counselor of Infusion, Inc.

 

It's never too early to learn how to manage your money, keep your debt under control and invest for your future.  This course helps you to understand both your personal finance and your personal credit.  Our Finance Planning class will assist you in creating your blueprint to living a happy, healthy and a financially successful future. 

We will begin with Personal Finance and Budgeting.  Learn strategies for categorizing your expenses, tracking your spending, and putting together your personal budget.  Emphasis is placed on: goal setting, follow-up with creditors and the discipline of savings.  We will also review personal credit to understand how your credit score is calculated, what your credit report says about you, and what you can do to ensure that your credit report is accurate and reflects positively on you.  Emphasis is placed on:  an explanation of credit, preparation of dispute letters and creditor negotiation.  

 

Sandra Kay Carey is owner/financial counselor of Infusion, Inc., a certified through the National Federation of Housing Counselors, and a certified Notary Signing Agent.  Sandra enjoys working with individuals to realize their dreams by providing them with the keys to their financial freedom.

Questions? Contact us at info@sourcerw.org or (317) 737-2155.


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Quickbooks for start-ups

Date: Friday, June 15, 2018, 9:00am-Noon

Fee: $95.00

Location: SOURCE River West, 2230 West Michigan Street

Instructor: Becky Massa, QuickBooks and Accounting Expert

 

Want to learn how to use QuickBooks in your new or growing business? Or are you using QuickBooks and finding it overwhelming? You are not alone.

Learn the basics, affirm what you already know, and gain the additional knowledge and confidence you have been seeking. This 3-hour course will cover "how to" to some "tips and tricks" of successful QuickBooks users. Our goal is to ensure you are a more comfortable and confident QuickBooks user.

Our course is taught with limited "accounting jargon" so you will find it easy to follow along. Our instructor, Becky Massa, is a QuickBooks and accounting expert, with extensive hands-on "real world" experience handling the accounting function in businesses and consulting with other companies.

 

Questions? Contact us at info@sourcerw.org or (317) 737-2155.


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Quickbooks for start-ups II

Date: Friday, August 17, 2018, 9:00am-Noon

Fee: $95.00

Location: SOURCE River West, 2230 West Michigan Street

Instructor: Becky Massa, QuickBooks and Accounting Expert

Have you been using QuickBooks for a while now and have a good feel for the basics? Or did you recently attend our QuickBooks for Start-Ups workshop and are looking to continue building upon your skills?

QuickBooks for Start-Ups II will provide more in-depth knowledge for intermediate users, as well as "tips and tricks" helpful to all QuickBooks users.

Registration opens in May, 2018. Check back!

Questions? Contact us at info@sourcerw.org or (317) 737-2155.


Check back soon for more information about Fall/Winter Workshops:

  • LinkedIn: Effectively Using LinkedIn to Build Your Business - Wednesday, August 22, 2018 - 6:00pm-8:00pm
  • Marketing to Millennials - Tuesday, September 25, 2018 - 6:00pm-8:00pm
  • Business Owners Series - Kauffman FastTrac (10 week series) - Thursday, September 6-Thursday, November 8 - 6:00pm-8:00pm