Classes

Upcoming Classes

 

2017 Business Core Builders Series

Join us in 2017 for our Core Builders Class, a three-day class designed for attendees to learn the framework of business.

Albuquerque - October 23, 24, & 25 - 2424 Louisiana Blvd. NE, Suite 300, Albuquerque, NM  87110

El Paso - November 6, 7, & 8 - 810 E. Yandell Dr., El Paso, TX 79902

The classes will begin on Monday afternoon and conclude on Wednesday afternoon, and will cover the following topics:

Monday:

  • Critical Thinking Skills - Critical thinking is about thinking in a more effective way. Session presenter Amy Cherne, CPA, CCIFP of RPC CPAs + Consultants will discuss the importance of critical, purposeful thinking and give a solid understanding of the three basic components of the critical thinking framework. She will explain why it is important to be unambiguous in our communication and provide examples of how to address ambiguous language from others. She will also explain the concept of anticipatory thinking and the value it brings, as well as ways to think laterally and not draw conclusions prematurely.
  • Business Goals & Strategic Planning - Why should a business set goals and learn to create a strategic plan? To achieve a sustained competitive advantage which will result in superior profitability and profit growth, and to increase company performance. Session presenter R.A. Bobbi Hayes, CPA, CFE, CEPA, CCIFP of RPC CPAs + Consultants will explain the five competitive forces that shape business and the external and internal building blocks of competitive advantage. Aspects discussed will also include setting company values, the bargaining power of suppliers and how to change the dynamic, competitive positioning, growth strategies, strategic alliances, and diversification.

Tuesday:

  • Financial Analysis & Long-Range Planning - Bobbi Hayes will kick-off the morning with this very important class packed full of examples. We’ll work our way through a cash flow example, to gain a more thorough understanding of the process and the ways companies get taken by surprise. Bobbi will also explain the various tools available to complete a financial analysis of your company and important ratios that highlight your company’s financial health. This class will wrap up with a detailed explanation of forecasting so companies can gain an understanding of the effects different growth strategies will create, and a description of what sustainable growth entails.
  • Budgeting & Short Range Planning - With a long-range financial plan in place, our attention turns to the short-range plan. Attendees will learn to create monthly and annual budgets and forecasts that will help them analyze cash flow needs. This includes a proforma income statement, proforma cash budget, and break-even analysis. Hands on examples will be completed to ensure attendees understand and are comfortable with the calculations. This knowledge will provide an understanding of how to make real-time adjustments to pursue and manage growth opportunities. Bobbi Hayes and Amy Cherne will be your presenters for this exercise rich class.
  • Cyber Security Awareness - As it has been well documented, many companies in different industries have recently been impacted by malware and hacking attacks; unfortunately, this problem is not going away soon. This one hour working lunch session will identify the nature of the attacks and how they can enter into networks and systems. Different approaches to comprehensively strengthen Information Technology environments will be presented. Lastly, and most importantly, the session will address the need for comprehensive policies and procedures that business owners can implement to make sure exposure to cyber-attacks is reduced.
  • Legal Concepts for Business - This highly important class will cover several subjects, but will be taught by different, local lawyers from Albuquerque and El Paso. The session will begin with the basics and a history of common law. It will then move on to discuss federal versus state, versus local jurisdiction and the situations in which state law prevails over federal law. We will review the entity types available to companies and the benefits and limitations of each, and discuss alternative dispute resolution. This session will wrap up with a discussion of the legal issues with raising capital and securities law.
  • Banking, Insurance & Surety Bonds - We will wrap up Tuesday with a discussion of banking, insurance, and surety bonds. We will have a local banker and a local insurance representative co-present this class so you get information directly from the service providers. The banking portion will include information on how to prepare prior to meeting with your banker to ask for a loan and a walk through of the lending process, including a description of the professional team that will please your banker. It will also discuss ways to avoid being defrauded. The insurance portion will discuss they types of insurance you need, and options for procuring surety bonds.

Wednesday:

  • Marketing & Promotion - Marketing is much more of a science than an art, and it’s important for business owners to be able to both evaluate current promotions and maintain a strategic marketing plan. We will cover many fundamental basics of marketing for your industry type. From positioning and branding your company to referral source direct advertising. Advertising is not all Radio, TV and billboards, in a business like yours there are alternative and effective ways to connect with your next customer. This class will also cover a comprehensive media mix that can grow as your business requires it to.
  • Organizational Behavior Theories & Practices - Taught by Brian Stone, PHR, SHRM-CP of RPC CPAs + Consultants, this session will take a look at organizational behavior topics, with an emphasis on motivation and how it affects productivity. We will discuss Maslow’s Hierarchy of Needs, and how to leverage this knowledge to develop a highly productive workforce. We will also learn about the various theories of leadership and how they can be used to increase employee productivity. The drawbacks of overtime will be discussed, as well as how to successfully incorporate millennial workers in your teams. We will wrap this session with the 6 principles to make a perfect workplace.
  • Public Policy - This working lunch will be presented by a local member of the El Paso or Albuquerque community who is involved in the public policy dialog on a regular basis. During this session, we will look at ways you as a business person can effectively and efficiently navigate both the “politics” and “public policy” arenas. During this interactive session we will sort out what are myths and what are realities, and discuss in detail the way public policy effects business owners. The intention is that you will come away with a better understanding and productive tools for future engagement.
  • Management, Leadership & Communication - Are you a Supervisor, Manager or Leader? The answer lies more in your approach than your title. In this session we will look at the fundamentals and explore the differences between Administration, Leadership, Management and Supervision. We’ll look at the origins of each and help you determine if your style appropriately fits your role in the organization. From there we’ll explore the traits of a strong leader and how you can develop these skills regardless of your personality or experience. Lastly, we’ll look at communication and how it affects your ability to operate in any or all of the formerly mentioned categories.

The cost of the class will include a light continental breakfast and working lunch during the Tuesday and Wednesday sessions. To sign up for the Core Builders Class, please click the link above, which will take you to the registration page for the location of your choice.


Working Smarter: Small Business Trends You Need to Know Now

 

A series of four mini-seminars designed to help small businesses learn how to more effectively market their business, gain a better understanding of cash flow, build or enhance a profit-sharing or retirement program, and understand how to structure their business now to get the best return when they sell, pass down, or otherwise exit the business in the future.

 

August 17, 2017 – 12noon - 5pm – RPC El Paso Office (810 E Yandell Dr. | El Paso, TX 79902)

August 23, 2017 – 12noon - 5pm – Location TBD (Santa Fe, NM 87505)

August 24, 2017 – 8am - 1pm – RPC Albuquerque Office (2424 Louisiana | Albuquerque, NM 87110)

September 25, 2017 – 12noon - 5pm – Hagerman House (112 W Hagerman St. | Carlsbad, NM 88220)

September 26, 2017 – 12noon - 5pm – Holiday Inn Express & Suites (100 Kerry Ave | Alamogordo, NM 88310)

September 27, 2017 – 8am - 1pm – RPC Roswell Office (400 N. Penn, Ste 800 | Roswell, NM 88201)

October 17, 2017 – 12noon - 5pm – The Master’s Centre (810 E. 21st Street | Clovis, NM 88101)

October 18, 2017 – 12noon - 5pm – Lubbock Garden and Arts Center (4215 University Ave. | Lubbock, TX 79413

October 19, 2017 – 12noon - 5pm – Kountry Koral (521 W. Navajo | Hobbs, NM 88240)

 

Seminars

Marketing Your Small Business

Gordon Van Wechel is the Chief Operating Officer of The Alchemy Consulting Group, a national marketing and business growth strategies firm. He will teach three things your marketing should be doing for your business, ways to identify your ideal customer and how to reach them more easily, and why a lot of marketing you might have done in the past wasn't as successful as you had hoped. He will teach the "Marketing Equation" and show you how to improve the impact of every marketing piece you create.

Planning for Retirement

Joy Hodgson, RPC’s Manager of Retirement Plan Services, will outline for you several types of retirement plans available for small business owners, including setup costs, tax benefits, and contribution options. Joy has helped hundreds of small business clients set up and administer a customized retirement plan for owners and employees alike.

Small Business Cash Flow

RPC’s Senior Financial Coach Greg Pare discusses his experience as a small business owner as it relates to cash flow and debt management. He’ll provide strategies to get out of debt, manage cash, or make some changes in the way you do business.

What You Don’t Know About Human Resources CAN Hurt You

RPC’s Director of Human Resources Brian Stone will discuss the complexities of HR regardless of business size. Being aware of laws, compliance requirements, and other regulations is an important aspect of running a small business.

 

Administrative Notes

Cost is only $57 and includes a catered lunch and light snack. If you can’t make it to a live session we will also be offering it as a webinar on that you can watch live, or recorded at a later time. To reserve your spot, click the register button above, and then select the date/location you wish to attend.


Tackling Debt with Personal Financial and Small Business Coach Greg Pare

Thursday, August 31, 2017, 7:00-8:00 pm

Word of Life, 1102 W. Mermod St., Carlsbad, NM 88220

One of the most common financial goals is to become debt free, but most people are overwhelmed by the question of where to start. Tackling Debt will not only teach participants how to quickly pay off debt; it also provides inspiration, and hope, on how becoming debt free can be a reality. Join us for this hands-on interactive workshop with Coach Greg Pare and learn how to:

    Tackle debt
    Find your motivation
    Discover extra money
    Identify credit illusions
    Understand your credit score

You will leave this workshop inspired to make your financial goals a reality. Each attendee will receive a workbook with personalized financial forms.

What are other people saying?

"These ideas given today will be a great help to be less stressed and DEBT FREE sooner than I planned!"

"Since your seminar, my husband and I were motivated to take action and will be debt free within six months."

"I am rebuilding and starting to have dreams again."


Small Business Cash Flow with Personal Financial and Small Business Coach Greg Pare

Thursday, August 31, 2017, 12:05-12:50 pm

National Cave and Karst Research Institute, 400-1 Cascades Avenue, Carlsbad, NM 88220

Personal Financial and Small Business Coach Greg Pare will discuss his experience as a small business owner as it relates to cash flow and debt management. He'll provide strategies to get out of debt, manage cash, or make some changes in the way you do business.

Join us Thursday, August 31, 2017, from 12:05-12:50 pm at the National Cave and Karst Research Institute in Carlsbad, NM for this FREE event.


Small Business Service Line Class Offerings

Safeguarding Your Assets and Outsourcing CFO Functions

Every dollar counts when you are a business owner striving to stay competitive and turn a profit. Based on the most recent study conducted by the Association of Fraud Examiners, businesses lose an estimated $6.3 billion to fraud globally every year. The median loss per case is $150,000; however, 23% of cases reported a loss of $1 million or more. Check tampering, skimming, payroll, and cash larceny schemes are twice as common in small organizations. When fraud is uncovered through active detection methods, such as monitoring or account reconciliation, the median loss and median duration of the schemes were lower than when the schemes were detected through passive methods, such as notification by police or by accidental discovery.

Sometimes, one of the best decisions a business can make is to outsource certain functions, from basic payroll all the way to an entire CFO’s role. A few of the benefits of choosing a high quality CPA firm to outsource to include reassurance that fraud is even less likely, and that firm ensures all team members are trained and knowledgeable of current and upcoming standards and how to apply them.

This class will teach you, the business owner, simple changes you can put in place to help protect your assets and will also describe the circumstances indicating that outsourcing may be the right move for your company and a description of what this would look/feel like on a day to day basis.


Reading Your Financial Statements

Most companies either create monthly and annual financial statements, or have their outsourced bookkeepers do it for them. However, many don’t regularly review their reports and aren’t even sure what to look for. Your financial statements can be a great tool, to show you both how your company is currently performing, and possible red flags. We will spend an hour going over a standard set of financials and explaining simple ratios and what the results indicate. You can even bring your own set of financial statements to class, to run the ratios on your numbers in real time.

 

The above classes will be held at local Chambers of Commerce or Small Business Development Centers in Alamogordo, Albuquerque, Carlsbad, Clovis, El Paso, Hobbs, Los Alamos, Lubbock, Roswell, and Santa Fe. More information regarding exact dates, times, and locations will be posted soon.




Past Classes

Tax Policies Under the New Administration

El Paso Tax Partner Michael Carnevale, CPA will be presenting "Tax Policies Under the New Administration" for the El Paso Mortgage Bankers Association on Monday, February 13, 2017 at the El Paso Club.  RSVP to cmorales@sierratitle.com. You can find out more here.

 

2017 Government Training Seminar

This seminar is invite only, to be sure we don't over fill the room; however, if you are interested in attending, please email Marla Gorena at mgorena@rpcllp.com.

This will be a 4 hour seminar on Thursday, March 2, and will address each of these topics:

  • Audit Prep & Interim Work - Meeting the State Auditor’s submission dates will require a stronger focus on audit prep and the utilization of interim audit work. We will describe best practices and how this will change the process going forward.
  • Common Findings from FYE 2015 & 2016 and how to avoid them this year.
  • Internal Audit Function - A description of how your organization can use an internal audit function to assess and test organizational risks during the year.
  • Organizations Skills - We will show you tips to organize your day and your projects for better efficiency.

 Instructors will include Partners Alan D. “A.J.” Bowers, Jr., CPA and Danny Martinez, CPA, CGFM, in addition to other members of the government audit team.

Costs have been underwritten to allow free attendance, because we feel it is important to occasionally provide informational sessions on financial matters for the benefit of our community members and we understand that government budgets will be extremely tight this year.


Tackling Debt

One of the most common financial goals is to become debt free, but most people are overwhelmed by the question of where to start. Tackling Debt will not only teach participants how to quickly pay off debt, it also provides inspiration, and hope, on how becoming debt free can be a reality. 

Come for a coffee and a conversation with Coach Greg Pare and learn how to:

▪ Tackle debt
▪ Find your motivation
▪ Discover extra money
▪ Identify credit illusions
▪ Understand your credit score

You will leave this workshop inspired to make your financial goals a reality.  Each attendee will receive a workbook with personalized financial forms.

Personal Finance & Small Business Coach Greg Pare is passionate about helping people achieve financial peace in their lives. Coach Greg built a multi-million dollar technology company from scratch, managed it successfully, and then sold it after 20 years of ownership. He now devotes his time to encouraging others to achieve their versions of success.

 

Albuquerque, New Mexico:  Research & Development Tax Credit Seminar

The Research & Development (R&D) Tax Credits can now be applied to off-set a portion of your Federal payroll tax or income tax liability.  If your company is less than 5 years old and under $5 million in sales you may be able to take special advantage of the new rules for this category. Mature corporations can find out what you’ve been missing and how these credits can reduce your income tax liability.  Those in the technology, craft brewing, and manufacturing fields will have the most impact.

This seminar will explain the changes and how they apply to your business.

It being presented by Tri-Merit, a professional services firm specializing in the calculation, documentation, and substantiation of R&D tax credits and other specialty tax services for companies of all sizes and across all industries. Representatives from RPC CPAs + Consultants, NM MEP, and Bank of the West will also be on hand to answer any additional questions you may have.

Details:
Tuesday, September 27, 2016

8:30am - 10:30am
Crowne Plaza Albuquerque
1901 University Blvd
Albuquerque, NM 87102


Hobbs, New Mexico: Top 10 Tips - Best Practices of 401(k) Plan Sponsors

Speaker Joy Hodgson, CPC, QKA, QPA, has 20 years of experience working in the retirement plan service industry, advising her clients on plan design and implementation issues, regulatory and legislative compliance, and applicable tax reporting requirements.

Joy will share with you some of her knowledge gained during this informative presentation to assist you in avoiding the top 10 violations caught by the IRS. This will include enrollment and eligibility, plan compensation issues, late deposits, participant notices, how rules effect businesses with common ownership, and the correction method to fix errors.

Who should attend? HR management / staff, employee benefits coordinators, controllers, CFOs, or anyone who handles the day-to-day management of the 401(k) Plan.


Details:
Economic Development Corporation of Lea County - 3rd floor
200 E. Broadway St., Hobbs, NM 88240
Wednesday, May 25, 2016 | 8:30am - 10:30am
$15 for clients; $30 for non-clients

Contact Marla Gorena at mgorena@rpcllp.com or 575.392.3377 with questions.