Instructors and Program Managers

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  • 1.  Sharing financials in Module 4....Best Practices

    Posted 06-01-2021 04:55 PM
    What are you finding to be "best practices" for sharing financials via Zoom between participants and CPA's?  

    Thanks,

    Ken

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    Ken Sevick
    ActionCOACH Business Coaching of Western PA
    Monongahela PA
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  • 2.  RE: Sharing financials in Module 4....Best Practices

    Posted 06-02-2021 12:51 PM
    Kevin,
    I am so glad you asked this question because I am meeting with my Instructor Support Group on Friday and it is one of the questions I have planned on asking.  In the meantime, my program manager and I discussed receiving the financials by email from the participants and forwarding by email to the CPA.  From that point we will discuss with the CPA ideas of presenting and responding in the general session 4 zoom.  I have scheduled 1:1s and will discuss with them some of the information as well.  That's just what we are thinking right now and I hope it is helpful.  I look forward to best practices ideas in this thread as well.
    Linda

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    Linda Delaney
    Owner
    LFD Consulting, LLC
    Cordova TN
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  • 3.  RE: Sharing financials in Module 4....Best Practices

    Posted 06-03-2021 05:22 PM
    Thanks for the post and this question!  For our instructors who have delivered this module already (will tag a handful below!)  any best practices or tips that you can share? 

    Have also received some questions around being able to share all three statements side by side with the guest experts. All ideas and tips (and more questions!) welcomed!

    @Cynthia Franklin @Nikita Allen @Arquella Hargrove @Jean Kristensen @Liz Feldman
    @Ralph Little @Danielle Ezell @Wendy Sahatjian @Orlando Espinosa @Rick Miller​​​​​​​​​​​​​​

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    Lyndsay Whitehurst
    Interise
    Boston MA
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  • 4.  RE: Sharing financials in Module 4....Best Practices

    Posted 06-04-2021 01:33 AM
    Edited by Nikita Allen 06-04-2021 01:34 AM
    If you're meaning logistically, we use zoom's breakout rooms during session 4, 5 and 6;  I assign guest expert(s) to a room with a group of participants and then the participants can share their screen in that breakout room.

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    Warm Regards,


    Nikita J. Allen, PMP, A-CSM
    GROWMETIX ~ Grow Your Business . . . the Smart Way!
    Phone: 704.719.2202 Web: www.growmetix.com
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  • 5.  RE: Sharing financials in Module 4....Best Practices

    Posted 06-04-2021 07:42 PM
    Hi Folks,

    Even though my cohort graduated during Covid, we actually held this in session in person. That being said, I would think my plan would be similar to Nikita Allen and I would have the business owners share their screen with their own financials. I would be interested to know if other found anything else more helpful.

    Warmly,
    Liz

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    Liz Feldman
    Senior Business Advisor
    Livelihood NW
    cell - 978-766-8488
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    Original Message
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