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How to Track and Analyze the Critical Numbers of Your Business

If you're someone who is a bit intimidated by accounting… we organized this webinar with you in mind.

Understanding the source/origin of the numbers and how to manipulate and analyze them is the key to overcoming the fear of accounting terminology and complexity.
The simple truth is that you don't need an MBA or an in-depth understanding of double-entry accounting to know which numbers are the most critical to the health of your business and that deserve your keen attention. These numbers are your ultimate scorecard.
We'll do a review of the basic financial documents that track the flow of money within your business. Most critical numbers live on the following documents:

  • Balance Sheet
  • Income Statement
  • Cash Flow Statement

We'll also focus on key profitability terms such as tracking your Gross Margin and Net Income and learn some key ratios.
One of the most important reasons to organize your financial information is to stay on top of your taxes so as to avoid any liability issues.

Webinar participation is FREE, but registration is required.


  • 12:00 - 12:45 pm Eastern time | Welcome/Presentation
  • 12:45 - 01:00 pm | Questions & Answers

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About the Guest Speakers:

Lewis Nozetz, M.B.A.
Executive and Process Improvement Consultant

LCN Solutions Management Consulting

Lewis is a C-Level Operations Optimizer and Strategic Relationship Builder who:

  • implements industry best practices;
  • creates and implements financial initiatives;
  • implements reporting dashboards that provide critical financial data for effective decision-making;
  • increases cash flow by 20% via effective foreign exchange strategies.

Also in collaboration with:

Ellis Basevitz, C.A.
Senior Consultant
PSB Boisjoli, LLP

As a founder of the firm, I owe my success to my ability to establish lasting relationships with clients and business partners. I am known for my passion and enthusiasm for problem solving, providing original and creative ideas that help clients to save money and grow their assets. My services are based on mutual trust, knowing how to listen to and understand the needs and objectives of our clients, and becoming their partner in the development of short and long term strategies, whether personal or in business.

Community Economic Development Investment Funds: the Nova Scotia Experience (Webinar Recording)

Check out this exclusive discussion, co-sponsored by Thrive, the Calgary CED Network and Calgary Economic Development.


Community Economic Development Investment Funds are pools of capital, formed through the sale of shares (or units), to persons within a defined community, created to operate or invest in one or more local businesses.  The Nova Scotia Equity Tax Credit encourages local residents to invest in small businesses through CEDIFs with a personal tax credit of 35 per cent.  Over the 14 years of their existence, CEDIFs have grown from an untested concept to a proven model for community capital development that now manages more than $50 million in 48 funds, all raised from local individuals.  The model has been transferred to Prince Edward Island and other provinces have also expressed interest. 

This session introduces the CEDIF model, illustrates the impacts it has had redirecting investments for local impact, and considers key lessons from Nova Scotia’s success. 


  • Chris Payne, Government of Nova Scotia
    Chris is Investment Manager for CEDIFs with Nova Scotia Economic and Rural Development and Tourism.  He is a professional accountant (CMA) and has completed the Canadian Securities Course and the CICA in-depth GST/HST program.  He is also on the National Board of Examiners for the CMA.  He has been with the CEDIF program since before it began and promoted the investment tool throughout the province and internationally.

Additional Resources

SVX Venture Information Session

SVX Venture Information Session

Tune in on Thursday, July 25th at 12:00pm EST to learn about the SVX for your impact venture or fund!

Whether you're a for-profit social purpose business, a nonprofit organization, a charity or co-operative, the SVX Venture Information Session, is your opportunity to learn about the features and benefits of the SVX platform and how you can begin your journey with the SVX.

Webinar Details

To connect to the webinar, please visit Please select "Enter as a guest" and enter your name. 

Although audio will be available via computer, it is highly recommended that you dial in by phone at 1-866-261-6767 Participant Code: 9999017#.

About the SVX

The SVX is a private investment platform built to connect impact ventures, funds and investors in order to catalyze new debt and equity investment capital for ventures that have demonstrable social and/or environmental impact and the potential for financial return.

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Social Finance Connects: Business Development Supports

Human Resources and Skills Development Canada is pleased to invite you to the second webinar in the Social Finance Connects series. The webinar will feature thought leaders on the importance of building business capacity in the not-for-profit sector (NFP) to ensure NFP organizations can participate in social finance opportunities.  Key business capacity development issues will be discussed, including how to sharpen ideas and build a winning proposal, attracting non-governmental partners and funds for your social purpose initiative, and succeeding at pitch sessions.  Business acumen also extends to a set of governance and management skills that will help NFP organizations improve their performance and achieve greater social outcomes.  Perspectives and tools on how to integrate private sector practices into NFP operations will be shared.  This webinar will help prepare NFP organizations for discussions related to accessing financial capital, such as investment and patient capital, at various stages of their operations, from idea generation to scaling and replicating a proven initiative

Join us as we welcome guest speakers Tim Draimin, Social Innovation Generation, Heather Crosbie, ventureLAB York Region, and Aaron Good, J.W. McConnell Family Foundation.

Format: 3 x 12-minute presentations followed by a 24 minute Q&A session

Registration Info:

Click ”Enter as a guest” and allow Adobe Connects a few minutes to configure.

Dial-In: 1-866-261-6767 Participant Code: 9999017#

Although Adobe Connects can configure with your computer’s VoIP and audio system, it is highly recommended that you connect via telephone for optimum audio results. Should you have technical difficulties during the webinar, please email Tristina Sinopoli, for assistance.

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Does local ownership matter? A presentation by Michael Shuman

"Economic development as practiced today has three dubious characteristics. It focuses on nonlocal business. It lacks a coherent framework for assisting local business. And it is a top-­‐down enterprise. This presentation sets out an alternative set of principles and practices—a local living economies approach to economic development that focuses on local business, creates an entrepreneurial ecosystem that supports them, and invites grassroots participation." Michael H. Shuman

A growing body of evidence suggests that the communities that have a high percentage of locally-owned businesses have greater wealth, higher voter turnout, better health outcomes and more jobs.

This presentation will take you through the evidence, introduce you to examples of what's working well, and give you a chance for some Q and A at the end.

This webinar is presented by Simon Fraser University's Certificate Program for Community Economic Development. It is the only program in North America providing leaders the skills, knowledge and networks to build sustainable, local economies.

Michael H. Shuman is an economist, attorney, author, and entrepreneur, and a Fellow at the Business Alliance for Local Living Economies (BALLE), Cutting Edge Capital, and Post-Carbon Institute. He is one of the world’s leading experts on community economics.

He makes a compelling case for focussing limited economic development resources on building local living economies.

Michael Shuman is an instructor in the Certificate Program for Community Economic Development.

Energy Savings is Asset Building

A webinar presented by CFED with support from NeighborWorks America

Tuesday, July 30, 2013 | 2 - 3 pm EDT
According to the Department of Energy, the average U.S. household spends about $1,900 per year on home energy. From changes like adding insulation or replacing appliances, to fully replacing an outdated home with a newer ENERGY STAR® home, organizations across the country are advancing innovative strategies that amount to hundreds of dollars in energy savings for low-income families every year. In this webinar, presenters will share measures that homeowners and renters can take to control, or lower, their monthly utility bills to save more money and build assets. Participants will learn about energy savings strategies that work as well as innovative programs that are making a difference in the energy savings and asset-building fields. This webinar is ideal for affordable housing developers, operators and counselors and all those promoting asset building and financial security for low- and moderate-income households.

Presenters include:

  • Michelle Winters, Senior Manager, Green Strategies, NeighborWorks America (Moderator)
  • Dave Betler, Marketing & Operations Specialist, Next Step Network, LLC
  • Ludy Biddle, Executive Director, NeighborWorks of Western Vermont

This webinar is free, but advanced registration is required. To register, click here .

About NeighborWorks America NeighborWorks America creates opportunities for people to improve their lives and strengthen their communities by providing access to homeownership and to safe and affordable rental housing. In the last five years, NeighborWorks organizations have generated $20 billion in reinvestment in these communities. NeighborWorks America is the nation’s leading trainer of community development and affordable housing professionals.


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