Excel Financial Functions - Calculating the Time Value of Money
Ben Franklin once said: "If you would know the value of money, just go and try to borrow some."; With interest rates back to historical norms, his words are more relevant than ever. This program shows you how Excel can help you deploy scarce resources efficiently.
Highlights:
Setup: Proper data entry for rates and dates.
Valuation: Calculating PV, FV, and IRR for payment streams.
Loans: Computing level debt reduction and mortgage payments.
Analysis: Using Excel resources for capital allocation.
Connecting the Physical and Digital Worlds - A Guide to Operational Success for SMB’s
Small businesses don't fail for lack of tools; they struggle because they have too many. This session explores "Tool Sprawl"—the quiet friction created when reactive software choices lead to operational fragmentation.
Stop letting your tools dictate your workflow. Learn to build a plan that prioritizes visibility and simple, sustainable growth.
Breakfast, Business & Breakthroughs
Solve Your 2026 Growth Hurdles: Exclusive Small Business Roundtable
Stop guessing and start growing. Join Boston Business Mentors and Middlesex Bank for an intimate, high-impact roundtable designed for local leaders.
Limited to just 15 businesses, this session offers direct access to experts and peers to tackle your toughest questions:
AI Integration: How are others actually using it to save time?
Cash Flow: What are the best strategies for 2026?
Customer Acquisition: How do you pinpoint your ideal buyers?
Collaborate, solve, and scale. Secure your seat at the table before they’re gone.
From Vision to Reality: 3 Core Steps to Confidently Start Your Business!
Ready to turn your calling into a career? If fear or overwhelm are stalling your leap into self-employment, join guest speaker Jen Shultz, Founder of The Non-Nine-to-Five™, for this empowering educational webinar. You’ll Learn: How to get clear on your unique business purpose. How to build your bridge to successful self-employment. How to trust yourself even when you feel doubtful. Jen will walk you through three necessary steps to move past "analysis paralysis" and into action. If you feel a deep nudge to be of service to others, join us to gain the clarity you need.
A Practical Guide to Intellectual Property for Business Owners
Your brand, content, processes, products, and ideas may be some of your most valuable business assets — but many business owners aren’t sure how to properly protect them. In this practical, information-focused webinar, attorney Jason Toomey will break down the four main types of intellectual property — trademarks, copyrights, trade secrets, and patents — in plain English. You’ll learn what each one protects, common mistakes to avoid, what you can handle on your own, and when professional guidance makes sense. If you’re starting a business or growing one, this session will give you a clear framework for protecting what you’re building.
Refuel, Refresh and Realize: A Strategic Forum for Local Entrepreneurs
Join us for an strategic, high-impact roundtable designed specifically for local entrepreneurs. Limited to just 15 small businesses, this session offers a unique space to collaborate and tackle today's most pressing business challenges.
Gain invaluable guidance from Boston Business Mentors and connect with a peer network of fellow small business owners. Whether you’re navigating growth or streamlining operations, this is your opportunity to gain professional insights in a supportive setting.
Proudly sponsored by East Cambridge Savings Bank.
Business & Operating Plans: What, Why & How
Whether you need to raise capital, sharpen your strategy, or improve daily execution, join our "nuts and bolts" webinar on business and operating plans. We’ll cover: -Differences in purpose, focus, and timeframe. -Essential sections for each plan. -Practical outlines to write them efficiently. Led by David Kulow—a Wharton MBA and Harvard grad who has grown and sold multiple consumer companies—this session draws on his expertise in market entry, cash flow, and pricing. Get the clarity you need to scale.
Lead Me! A Primer for Lead Generation
Who can't use more leads! In this webinar we will explore different techniques for generating leads using your website, email marketing and social media efforts. The goal is to move prospective clients from curious to converted!
From Idea to Funding: Preparing Your Business for Capital
Thinking about starting or growing your business but not sure how to access funding? Join us for this free, practical webinar led by lending experts from Ascendus. We'll walk you through the essentials — from writing a business plan and choosing your structure, to understanding your financing options and preparing a strong loan application. Whether you're just getting started or ready to take the next step, this session will give you the tools and confidence to move forward.
Protect Your Profit: Mastering Fair Agreements and Conflict-Free Collections
Stop letting "bad business" drain your bank account and your energy. Join Bill Hulsey for a high-impact webinar designed for entrepreneurs who want to lead with authority and protect their bottom line. We’ll move beyond legal jargon to provide a blueprint for: Bulletproof Agreements: Creating fair terms that prevent disputes before they start. The "Guilt-Free" Collection: How to demand payment with confidence. Objective Dispute Resolution: Managing disagreements without losing your cool or your reputation. Turn your contracts into your strongest ally.
Artificial Intelligence: Getting the Most out of AI: Getting the Most out of Generative AI Tools
Generate Business Using Generative AI Tools - Every business needs an edge whether it is to streamline operations, create opportunities, or gain advice from millions of experts. In this hands-on workshop we will explore with live demos how using tools such as ChatGPT, Microsoft Co-Pilot, and Google Gemini can be utilized to address finance, legal, IT support, and marketing concerns.
Get Found Online: Sync Your Website, Google Profile & Reviews
Does your online presence actually drive calls, or is it just sitting there? To get found in 2026, your website, Google Business Profile, and reviews must work as a team. This practical primer breaks down the "big four" of digital visibility. - In this session, you’ll learn: - How to turn your website into a lead-generating machine. - The secret to a Google Profile that ranks. - Why reviews are your strongest sales tool. - How listings build the trust Google needs to rank you higher. Stop guessing and start growing with a unified digital strategy.
The Simple 3-tool set up that gave me back 32% of my workday
Join serial founder and AI consultant Karen Kelly for a free, hands-on workshop to automate your busywork. Learn to combine an AI notetaker, Claude, and Wispr Flow into a simple workflow that turns one client meeting into a follow-up email, proposal, and presentation in under 10 minutes. This is for small business owners and solopreneurs who want to slash post-call admin and stop tasks from falling through the cracks. No coding skills needed! Discover which AI tools are actually worth your time so you can stay present with clients and eliminate manual drudgery.
The 60-Second Edge: Perfect Your Pitch and Start Inspiring Your Customers or Investors
Boston Business Mentors (BBM) is partnering with Northeastern University to host an intensive, hands-on workshop designed specifically for local entrepreneurs. This isn't just a networking mixer; it’s a working session to ensure you have the tools and the talk-track to grow. You will have the added benefit of getting to know local businesses as everyone develops their pitch.
Learn and Connect: Roundtable Workshop for Small Business Owners
Join us on at noon at the Newton Free Library for this special Boston Business Mentors Roundtable Workshop. Entrepreneurs, small business owners, and BB mentors will sit together in a comfortable setting to discuss concerns, solutions, and successes. This event offers attendees the opportunity to learn from experienced SCORE counselors, network with peers, and set up one-on-one sessions with members of the Boston area BB team who have specific experience and knowledge in those areas that are of greatest concern to participants.
Excel Functions — Power Tools for Your Formulas
Excel functions are incredibly powerful, but small errors can lead to a big mistakes. This live, one-hour webinar will show you how to use them with confidence.
There will be plenty of time for questions.
Refuel, Refresh and Realize: A Strategic Forum for Local Entrepreneurs
Join us for an strategic, high-impact roundtable designed specifically for local entrepreneurs. Limited to just 15 small businesses, this session offers a unique space to collaborate and tackle today's most pressing business challenges.
Gain invaluable guidance from Boston Business Mentors and connect with a peer network of fellow small business owners. Whether you’re navigating growth or streamlining operations, this is your opportunity to gain professional insights in a supportive setting.
Proudly sponsored by East Cambridge Savings Bank.
From Vision to Impact: The Blueprint for Starting Your Nonprofit
Ready to turn your passion into a purpose-driven organization? Joining the nonprofit sector is a powerful way to spark change, but the path from "great idea" to "legal entity" can be complex. In this fast-paced webinar, we strip away the jargon and provide a clear, actionable roadmap for founders. We will cover the essentials: defining your mission, navigating the legal incorporation process, and the fundamentals of securing your 501(c)(3) status. You’ll also learn how to recruit a high-impact board of directors and build a sustainable fundraising strategy from day one. Whether you’re solving a local problem or aiming for global reach, this session gives you the tools to build a compliant, credible, and courageous organization. Stop dreaming and start doing.
Money Moves: Strengthening Your Financial Foundation for Growth
If your money feels messy, your business will too. Your business can only grow as strong as its financial foundation. In this interactive workshop, you’ll gain clarity on your numbers, cash flow, budgeting, and smart decision-making, so you can stop guessing and start building a business that grows with confidence and sustainability.
Why Customers Choose One Business Over Another: What Builds Trust Before the Call
This session will focus on what customers notice and evaluate before they ever reach out. We will cover the trust signals that often influence whether someone contacts your business, keeps comparing, or moves on.
Preparing You for Partnership
Entering a business partnership starts long before you say “I do” - it begins with understanding yourself. In this session, we’ll explore how your personal values shape your decision-making and expectations in partnership. We’ll explore a guided values clarification exercise and introduce the “relationship inventory” as a way to surface patterns from past collaborations - personal and professional. Participants will leave with clearer insight into their partnership style and what they truly need to thrive.
How to Use Podcast Guesting the Right Way to Increase Visibility and Generate Influence
Grow your business, influence and visibility through mastering the art of conversations. In this interactive workshop, you’ll watch Anastasia Lipske navigate a live mock interview hosted by Susan Bloomstone to demonstrate how to be a compelling podcast guest. You’ll discover:*Why podcasting is a top-tier relationship marketing tool. How to communicate in a way that's engaging and memorable. The secrets to turning one interview into ongoing opportunities. Critical mistakes to avoid. How to find shows that align with your goals. Ends with Q&A.
Navigating Conflict & Building the Partnership
Great partnerships aren’t conflict-free, but they manage conflict well. This session uncovers the most common expressions of tension between founders and partners, from “blame and shame” to stonewalling and defensiveness. We’ll introduce practical frameworks and tools for moving through conflict productively. Participants will also engage in an initial “ways of partnering” exercise to clarify how they want to work together. You’ll leave with actionable strategies to build durable, resilient relationships.
Artificial Intelligence: Getting the Most out of AI: Getting the Most out of Generative AI Tools
Generate Business Using Generative AI Tools - Every business needs an edge whether it is to streamline operations, create opportunities, or gain advice from millions of experts. In this hands-on workshop we will explore with live demos how using tools such as ChatGPT, Microsoft Co-Pilot, and Google Gemini can be utilized to address finance, legal, IT support, and marketing concerns.
Refuel, Refresh and Realize: A Strategic Forum for Local Entrepreneurs
Join us for an strategic, high-impact roundtable designed specifically for local entrepreneurs. Limited to just 15 small businesses, this session offers a unique space to collaborate and tackle today's most pressing business challenges.
Gain invaluable guidance from Boston Business Mentors and connect with a peer network of fellow small business owners. Whether you’re navigating growth or streamlining operations, this is your opportunity to gain professional insights in a supportive setting.
Proudly sponsored by East Cambridge Savings Bank.
Build the dream, secure the capital.
Stop guessing about business loans. Start understanding them. Join us for a power packed session designed for entrepreneurs of any stage, who are serious about securing smart capital. We will break down how SBA loans really work and what lenders look for. Learn how to fund your business with confidence!
Selling Without the ‘Ick’: A Low-Friction Sales Process for Solopreneurs
A successful freelance business needs sales, but most consultants hate selling. How can we position ourselves for success– to get the right clients at the right prices, with the least business development effort, and without the “ick” factor? Join for an interactive workshop on the 2-Step Sales Process for Introverted Freelancers.- How to use your Origin Story and M.E.G.A. Positioning to provide business development leverage. -How to generate more ideal referrals (and fewer time wasters)- How to feel calm and in control of your freelance business
Multiply Your Business Success Using Public Speaking, Even Online
Your ability to speak with confidence directly impacts your bottom line. Whether pitching to investors or clients, you must be compelling and credible. In this interactive session with Mary Cheyne, you will:
Attract Ideal Clients: Leverage public speaking to win business.
Bypass the Inner Critic:
Use practical tools to stop overthinking and start sharing.
Sound Authentic: Learn to be knowledgeable without feeling "salesy."
Free Live Demo: Build a Website in Squarespace (No Code)
Curious if you can build your own website—and keep it up to date as your business grows? In this short, live Squarespace demo, we’ll walk through the exact steps to create a clean, professional site. You’ll see how to add menu, pages and sections, adjust layout and styles, and set up simple workflows like contact forms and a basic store. This session is demo-only (no hands-on work required). Ideal for small business owners, freelancers, and nonprofits. Free + live Q&A.
HR Law Briefing: Minimizing Employment-Related Risk, Maximizing Effectiveness
Navigate the complexities of the modern workplace in this comprehensive guide to the employment lifecycle. We cover essential strategies for compliant hiring—from job postings to offer letters—and proactive performance management. Learn to mitigate legal risk regarding wage and hour laws, discrimination, and retaliation. Additional focus includes safeguarding intellectual property, managing time off, and integrating AI into HR procedures. Gain the tools needed to build robust employee handbooks and protect your company’s most vital assets.
Excel Charts - See Through the Clutter to Spot Key Trends
Learn to transform complex data into impactful visuals with this live program. We will demonstrate how to choose the right chart type, organize data efficiently, and build charts with a single click. You’ll learn to customize elements like axes, labels, and gridlines, and use custom graphics (like stacked icons) for professional flair. The session also covers advanced techniques: connecting multiple charts to one dataset for automatic updates and creating "overlay" charts that combine different types, like column and line. Most features apply to PowerPoint too!
Learn and Connect: Roundtable Workshop for Small Business Owners
Join us for a roundtable workshop with Boston Business Mentors (BBM). This session brings entrepreneurs and small business owners together with mentors to discuss challenges, solutions, and successes in a collaborative setting. Attendees can network with peers and schedule one-on-one sessions with specialists in finance, marketing, legal, and HR. BBM is a nonprofit of former CEOs and founders dedicated to helping you scale. Don’t miss this chance to gain expert insights from leaders who have built and exited successful businesses!
Perfecting Your Sales Conversations: A Step-by-Step Workshop
Stop "just chatting" and start closing. Presented by Zenagos, this workshop replaces sales stress with a clear 8-step roadmap.
Learn to:
- Open with Impact: Build rapport and align your offer to customer needs.
- The "Zip It" Rule: Stop talking yourself out of deals after stating your price.
- Handle Objections: Master the Listen > Understand > Confirm > Address cycle.
- End Ghosting: Set clear expectations to secure the follow-up.
- Lead every meeting with confidence.
Presenters: Mavis Chin, Karen Baldeshwieler, Stacey Coombs and Monica Meadows
An Entrepreneur's Guide to Employment Law: How to Grow Your Workforce When You Are Short on Time and Money
A detailed primer on how to follow the employment laws, including the principles behind the laws and best practice tips.
Funding Your Future: The Strategic Guide to Business Financing
Securing capital is critical, but not all funding is created equal. Join us for a deep dive into the financing landscape to identify the best path for your business. We’ll compare options—from traditional loans to venture capital—to help you find the right fit for your specific goals.
The Lighthouse Initiative: Bringing AI Governance to Main Street
AI governance frameworks exist for corporations but small business owners are adopting AI with limited or no guidance at all. This session equips mentors with the Lighthouse framework, a proprietary AI governance model presented to the UN Office of the Envoy on Technology as a blueprint for global adoption. You'll leave with a practical toolkit to guide AI conversations with no technical background required.
Pricing 101: Understanding and setting your business' pricing
Optimize profitability through pricing. We cover why pricing is a critical immediate lever, the "math" of revenue versus volume, and the three main strategies: cost-plus, peer pricing, and value-based. Using a T-shirt business example, it illustrates how price changes impact margins. Attendees will learn to select the right strategy based on their industry's competition and differentiation.
Why are Contracts Needed for all Businesses
I'll talk about why contracts are needed for business owners and what are the perils of not having a contract (I will give you some examples of why not having a contract costs the business owner a lot of money in litigation.. I'll talk about the certain types of contracts needed: leases; partnership agreements, client agreements and employee agreements. I'll also discuss the key terms that every contract should have.
Data Visualization - The Right Graphic Can Be Worth 1000 Numbers
Numbers are the lifeblood of business. This one-hour program teaches you to use Excel's robust statistical tools to spot trends and understand your data's past, present, and future.
You will learn:
Statistical analyses Excel performs.; Using statistical functions ; Computing variance and standard deviation.; Organizing data for analysis.; Naming and using data ranges in formulas.
The Seven Best Negotiating Tips
How do I make better deals? Should I make the first offer? Am I leaving money on the table? When should I walk away? How do I deal with tough negotiators? Attend this webinar and you’ll discover the answers.
Negotiation is an essential business skill. These Seven (7) Best Tips will make negotiating less confrontational and more productive. Learn them once and you will benefit for a lifetime.
Manage Your Technology Instead Letting it Manage You
Unlock the full potential of your productivity with our engaging keynote session; “Manage Your Technology Instead Letting it Manage You”. This dynamic presentation will delve into essential strategies and top tips for optimizing your use of laptops, smartphones, and tablets. Learn how to better manage your email and time, ensuring you stay ahead in today's fast-paced digital world.
Presenter: Stephen Turner
Developing and Creating an Elevator Pitch with Value Proposition
Join this hands-on workshop to craft a powerful elevator pitch that captures attention and clearly communicates your value proposition. Learn the key elements of an effective pitch, develop your own version with expert guidance, and practice delivering it with a peer. Walk away with a polished elevator pitch you can confidently use in networking, client interactions, or business introductions.
Franchising 101-Small Business Ownership
Considering entrepreneurship but want a safer, proven path? Explore business ownership vs. franchising. We will cover myths and truths (it's not just food/retail). Discuss government regulations, financing, and learn how to align your personal goals with the right franchise model. Outcomes: Gain comprehensive knowledge to assess if franchising meets your personal, professional, and financial objectives.
Presenter: Dana Hall: 20 years of experience with top franchise companies. Dana's background in finance, operations, marketing, and planning offers hands-on guidance for your decision.
Networking That Actually Works: Turning Relationships Into Real Opportunities
Flip the script on traditional networking! Join Don Martelli, CEO of PR Bunker and Alignable leader, to learn digital strategies that turn relationships into real opportunities. In this session, you’ll learn how to leverage Alignable.com to connect with ideal customers and referral partners in a community of 10M+ users. Discover how to lead with curiosity and master the "Be Interested, Not Interesting" mindset. Join us for tactical follow-up strategies to build a network that truly works for you and your community.
Maximizing ROI: Is an Employee or a Contractor Better for Your Bottom Line?
Maximizing ROI: Is an Employee or a Contractor Better for Your Bottom Line?" strips away the confusion of scaling your team. In this session, we cut through the jargon to compare employees and contractors, revealing the true cost and compliance realities of each. You’ll walk away with a clear framework for choosing the right talent model, including a deep dive into how offshore strategies can unlock a global talent pool and slash your labor costs by up to 80%.
Succeeding in the Federal Government Market
The ever changing and dynamic federal contracting sector offers benefits that complement private sector revenue. Mastering the market requires an understanding of complexities associated with clients, teammates, compliance, business development and back office operations. For current government contractors and those wishing to enter the market.
Excel Statistics
Numbers are the lifeblood of business. This one-hour program teaches you to use Excel's robust statistical tools to spot trends and understand your data's past, present, and future.
You will learn:
Statistical analyses Excel performs.; Using statistical functions ; Computing variance and standard deviation.; Organizing data for analysis.; Naming and using data ranges in formulas.
Lead Me! - A Primer for Lead Generation
Who can't use more leads! In this webinar we will explore different techniques for generating leads using your website, email marketing and social media efforts. The goal is to move prospective clients from curious to converted!
Financial Reports - A Snapshot into Your Business
Learn how financial reports give you a clear snapshot of your business’s performance. This session explains key reports like balance sheets, income statements, and cash flow statements, and shows how to use them to track progress, make informed decisions, and plan for growth
Budget Basics - Creating a Business Blueprint
Learn how to build a practical budget to guide your business toward success. This session covers the key steps to creating a budget, defines essential terms like revenue, expenses, and profit, and explains why every small business needs one. Gain the knowledge and confidence to make smart financial decisions and plan for the future.
Excel Tips and Tricks - Put Excel Magic to Work for You
Learn to mystify and amaze with everyday Excel magic! Discover how to: Create custom number format; Use AutoFill for custom or weekday-only date series; Combine text easily with formulas; Insert functions the smart way; Apply Conditional Formatting to highlight key data; Enter dates and times that calculate correctly.
Sell Smarter: Proven Sales Strategies for Small Business Owners (webinar)
Sales drive growth and keep your business thriving. In this webinar, you’ll learn how to identify prospects, build relationships, and convert leads into loyal customers. Discover practical techniques and repeatable processes to help you sell with confidence and grow your business.
Excel Pivot Tables (webinar)
Unlock the power of Excel Pivot Tables in this live, one-hour session. Learn how to organize data for analysis, build Pivot Tables and Charts from scratch, and view your data from multiple angles. We’ll cover filtering, calculations, drilling down to details, refreshing data, and updating sources—giving you the tools to turn raw data into clear, actionable insights.