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Competitive Edge Half-Day Conference

By on September 20, 2016

A Healthy Bottom Line: Accounting and Finance Essentials for Business

Two Workshops • Two Networking Sessions • One Lunch with Keynote
One Day Only – Thursday, October 27, 2016

If you are a business owner looking for access to quick, informative and affordable training sessions from field experts in the areas of sales; marketing; accounting; finance; human resources; business law; and more; the Greece Chamber of Commerce’s Competitive Edge Series is for you.

On Thursday, October 27, 2016, from 8:00 am – 1:30 pm, at Bryant & Stratton College, 854 Long Pond Road, Rochester, NY 14612, business owners and their employees can take advantage of the Chamber’s next Competitive Edge conference, A Healthy Bottom Line: Accounting & Finance Essentials for Business. This half-day conference includes two workshops, two networking sessions and an optional luncheon. Presenters from Insero & Co. CPAs will lead the two workshop sessions. The event will conclude with an optional lunch with Keynote Speaker Melissa Jordan, 2016 Greece Chamber of Commerce Business Person of the Year, Vice President/Senior Branch Manager of M&T Bank, Latta/Long Pond Branch.

Conference Schedule
8:00 am – 8:30 am
Registration and Networking Session #1

8:30 am – 10:00 am
Workshop 1: Tips & Tricks for Experienced QuickBooks® Users
Presented by: Jacqueline Platt, Certified QuickBooks ProAdvisor® Supervisor, Insero & Co. CPAs

This workshop is geared towards intermediate QuickBooks Desktop and Online users and will demonstrate helpful tips in real-time using sample company files. Topics will include: Memorizing Transactions and Customizing Reports, Restructuring Your Chart of Accounts, Creating Budgets, The Latest in QuickBooks Online, What’s New for 2016

10:00 am – 10:30 am Networking Session #2

10:30 am – 12:00 pm
Workshop 2: Key Considerations for Your Business’s Financial Health
Presented by: Marcus Cortellini, CPA, Manager, Insero & Co. CPAs and Dusty Faske, CPA, Supervisor, Insero & Co. CPAs. This workshop will help you evaluate and improve the financial health of your business through a variety of topics including: Cash Management, Budget and Forecasting, Understanding Key Financial Metrics & the Drivers of Growth, Financing Growth and Cash Flow
12:00 pm – 1:30 pm
Lunch with Keynote Speaker Melissa Jordan, 2016 Greece Chamber of Commerce Business Person of the Year, Vice President/Senior Branch Manager at M&T Bank – Latta/Long Pond Branch.
Attendees can register for one or both workshops, with or without lunch, or just attend lunch. This affordably priced conference is open to all businesses and nonprofits. Greece Chamber members will receive a significant discount. A continental breakfast and refreshments are included in the cost. Networking is open to attendees only. Continental breakfast, refreshments and lunch will be catered by Tasteful Connections. Insero & Co. CPAs is the Platinum Sponsor of this event.
To read testimonials from our last Competitive Edge conference as well as complete details, registration and pricing for this event, visit or call Terry Hogan, Director of Marketing and Communications, at 585-227-7272. Seating is limited. Register early.

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