Women and Money Forum

The Women and Money Forum is our annual conference focused around women and their business finances. Below you can find the workshops we have offered in the past, along with their presentations and videos. Plus check out the photo albums!


2013 Women and Money Forum

January 10, 2013

2014 Women and Money Forum

January 9, 2014

2013 Workshops and Presenters

Keynote Speaker: Amy LaBelle

Business Finance Options and Opportunities

Presented by: Marilyn Bogue, John Hamilton, Donna Ehrler, and Glenn Coppleman

Conducting a Pitch to a VC/Angel

Presented by: Stephen Van Beaver and Resa Lundkvist

Developing and Managing Your Business Budget

Presented by: Susan Terzakis and Kerry Lekas

Growth for Profit vs. Expansion

Presented by: Jules Brayman and Dianne Mercier

How a Global Economy Impacts Small Business

Presented by: Justin Oslowski and Grace Preston

Individual Retirement Accounts for You and Your Employees

Presented by: Chris Marcucci

Investments 101: How to Choose a Financial Advisor

Presented by: Sarah Serling

Minding Your Profit and Loss Statement

Presented by: Paula Amato

Starting and Growing a Business

Presented by: Marilyn Bogue

Top Ten Wage and Hour Mistakes

Presented by: Linda Johnson

Understanding Cash Flow Analysis

Presented by: Joanne Edgar

Understanding Credit and Your Credit Score

Presented by: Sue Smulski and John Cayton

Wills, Trusts and Your Business

Presented by: Amy Kanyuk

2014 Workshops and Speakers

Keynote Speaker: Amanda Grappone Osmer

Basic Financial Statements and Analysis

Presented by: Resa Lundkvist

Building Personal Wealth: Creating the Life You've Imagined

Presented by: Melinda Davis

Video

Business Finance Options

Presented by: Marilyn Bogue, Jennifer Boulanger, and Donna Ehrler

Video

Crowdfunding: Opportunities and Traps for the Unwary

Presented by: Matt Benson and Elaine Hamel

Video

How to be Loan Ready

Presented by: Kimberly A. Pope and Ellen Soucy

How to Pitch to Angel Investors

Presented by: Stephen Van Beaver

Supporting Document

Inventory Management

Presented by: Kishore Pochampally

Minding Your Profit and Loss Statement

Presented by: Kerry Lekas

Pricing Products

Presented by: Joanne L. Edgar, CPA

Pricing Services

Presented by: Joanne L. Edgar, CPA

Video

Principled and Ethical Negotiations: In Business, Family, Life

Presented by: Catherine Blake

Supporting Document

Registering as a Government Contractor

Presented by: Amanda Duquette, Martha Keene, Rachael M. Roderick

Social Media for Sales

Presented by: Dr. Pat Spirou

Supporting Document 1

Supporting Document 2

Starting and Growing a Business

Presented by: Hugh A. Curley

Video

Stuck in the Middle: Taking Care of Our Health and Money and Taking Care of Others

Presented by: Heather Lavoie

The Affordable Care Act and Your Business

Presented by: Seth A. Goodall and Greta Johansson

Today's Technology for Winning Sales Presentations and Proposals

Presented by: Kym Harrington

Video

Top Ten State Tax Issues Your CPA Should Know

Presented by: Merrill Barter and Kathryn Michaelis

Top Ten Wage and Hour Mistakes of Small Businesses

Presented by: Linda S. Johnson

Supporting Document

Understanding and Improving Your Credit Score

Presented by: Sue E. Smulski

Understanding Financial Statements for a Non-Financial Person

Presented by: Claire Gagnon

Wills, Trust and Your Business

Presented by: Amy K. Kanyuk, esq.

Women and Wealth: How to Begin or Re-Start Your Financial Plan

Presented by: Sarah Serling