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

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


  • Critical Thinking - This session will discuss the importance of critical, purposeful thinking and give a solid understanding of the three basic components of the critical thinking framework.
  • Goals & Strategy - This session will cover the reason it is so important for a business to start with why in setting goals, and then delve into an understanding of company vision and values, setting a strategy through internal and external analysis, and ways of creating competitive advantage.


  • Long Range Planning - This session will cover financial analysis and benchmarking and will look at aspects of long-range planning including projecting the balance sheet and maintaining sustainable growth. Other topics covered will include cash flow management, asset transformation, and financial ratios.
  • Short Range Planning - This session will show attendees how to develop a short-term cash budget, how to understand break-even analysis, and how to deal with a banker in developing a relationship and applying for a loan.
  • Legal Concepts - This session will lay a framework about legal structure and then discuss various legal issues that relate specifically to business, including federal vs. state law issues, business structures, alternative dispute resolution, and laws related to raising capital/securities.
  • Banking & Insurance - This discussion will cover different lenders and types of loans, the financial package to prepare when applying for a loan, and underwriting, as well as how to spot and combat various types of lending fraud.


  • Marketing & Promotion - This session will cover topics related to marketing that can be used to position a business for success, including branding, understanding your target client, the 5 P’s of marketing, conducting a SWOT analysis, effects of social media, and current trends in marketing.
  • Employee Productivity - This session will take a look at organizational behavior topics, with an emphasis on motivation and how it affects productivity. The session will also look at the psychology of success, leadership concepts and how they can be used to increase employee productivity, and more.
  • Public Policy - This session will give attendees an understanding of the politics of business, the relationship between business and government, and how legislation, courts, and ballot initiatives interact with businesses, government, and the public at large.
  • Leadership - This session will examine what leadership is and then break down that definition into multiple components that make up an effective leader. Attendees will learn how to be successful in helping others to be successful, and will learn tips on how to create a personal development plan.

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 Eventzilla for registration.



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 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

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.

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.

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 or 575.392.3377 with questions.