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Courses

Learn from our experience

Jenifer has developed content in the areas of financing for early stage companies and technology commercialization that can be delivered in course or workshop format. A popular content area is financial literacy for non-financial business leaders, using a plain language approach to help leaders and their teams to better understand accounting and finance in a corporate setting and how it can be utilized to drive growth and performance.

She is also is a member of The Knowledge Bureau Faculty, which includes instructors, researchers, best-selling authors, and media commentators selected for their wealth of knowledge, personal expertise, and ability to deliver their specialties in an entertaining and thought provoking manner.

Online Course Offerings

Knowledge Bureau Faculty

Learn from our experience with our online courses, including:

Fundamentals of Succession Planning

Provides an overview of the fundamentals of succession planning, enabling advisors to understand the key concepts and assist in developing practical business succession plans. Key concepts include understanding the importance of succession planning for both the business and key positions, role and financial issues for business leaders and successors, succession plan implementation, addressing the impact of succession on employees, and succession of the business to third parties.

Business Valuation for Advisors

Designed in practical format to help advisors become a valuable resource when considering valuation issues. Key concepts include understanding the notion of value, company specific and market based approaches for estimating value, the key stages of the business transaction process, value and investment transactions, and the implications of financial performance on value.

Advising Family Business

It’s widely accepted that many small businesses in Canada are led by individuals that are in or near retirement age. The majority of these companies require assistance with succession related issues, often due to a lack of planning within the business. Qualified advisors have a significant opportunity to assist in this regard, building clients for the long term.

Accounting for Business Growth and Transition

This course includes a range of topics that might be encountered during the evolution and growth of a company. Those who work in the accounting field have an opportunity to proactively obtain an understanding of these areas and put the necessary pieces in place so that growth initiatives and transition will be less onerous when the time comes. At the end of the day, providing real value is what accounting departments should strive to achieve; generating benefit well beyond the numbers.

Strategic Business Planning

It might be news to a lot of CEO's and entrepreneurs that most business plans are not prepared very well. Although a company’s management might find the plan useful, they tend to fall well short of what external parties, such as potential financial partners, require in order to make a financing or investment decision. This course provides sound business planning guidelines for both internal and external use, putting leaders in a better position to pursue the next level of growth.

Executive Business Growth Specialist Program

This program is designed to help business leaders build a future-ready company, including building value and best practices, through courses, mentorship, and access to a powerful network of inspirational, like-minded people. Learn practical strategies for building a company that can generate solid performance and be positioned for transfer to someone else in the future.

Operational Foundations to Support Business Growth

Planning for sustainable growth requires a framework for operations around which client relationships can be built and retained. Learn how to structure the core operational areas that are required to successfully grow, manage, and transition a company to someone else.