Tag Archives: Retirement Planners

business law

CANCELLED – Business Law 2.0 – Navigating Business Ownership in the Digital Age (3 Sessions)


In 2016 nearly every growth business is a technology business.  Whether you create, sell or simply use technology in your day-to-day operations, it is at the heart of what you do.  If the idea of one week (or even one day) with no mobile or IP phones, no internet access, and no access to electronically stored data, strikes fear in your heart, then this is the course for you.  As the way businesses operate has evolved over the past 20 years, so has the law governing how you use technology in your business.

In this class we will focus on three areas of your business most impacted by these new rules:

  • Marketing – from websites to text messaging to affiliate networks, there are multiple tools to reach your current and future customers. We will discuss the legal considerations for various marketing approaches and how to stay on the right side of state, federal and international rules and regulations.
  • Data – your business maintains data about your employees, contractors, and customers. In this age of the “data breach” it is imperative to understand your obligations as a business owner, including working with third party vendors, to protect this data.
  • Development – you are always in the process of defining and redefining your brand and product and services offerings. We will discuss how intellectual property laws have evolved in response to changes in technology and how to protect your company and its assets.

This training is great for  Business Owners and Managers as well as Marketing and IT Services Providers

NOTE:  This class meets 3 times, Thursday evenings from 7 – 9:00 pm, June 2-16, 2016 at Salem State University.  A parking permit will be emailed to you before the first class meeting.  


CANCELLED – Essentials of Human Resources Management (6 Sessions)


This course is a true introduction to Human Resource Management. The primary focus of this program is to provide participants with a broad overview of the human resource function. Areas that will be explored will include:

  • recruitment and retention,
  • compliance,
  • compensation and benefits,
  • performance management
  • employee relations.

NOTE:  This course meets for 6 sessions, Wednesday evenings, from 6:00 pm – 8:30 pm at Salem State University.  A parking permit will be emailed to you before the first class session.  


CANCELLED – Fundamentals of Online Marketing (6 Sessions)


Whether you are a CEO, business owner, or carry the responsibility for generating awareness and sales leads, you need a solid understanding of these various techniques and how to take advantage of them. This course will cover the major topics of online marketing in six evening sessions.

  1. Overview and Introduction – We will examine the shift from traditional to online marketing over the past 20 years, highlighting the changes that the Internet has made to the connections between buyers and sellers. This will include important trends and a review of what successful companies are doing to improve their chances of success.
  2. Online Advertising Overview – This session will focus on Pay-Per-Click advertising as we look at the major search engine platforms, Google AdWords and Bing Ads. We will also explore contextual advertising as well as demographic targeting via advertising on LinkedIn and Facebook.
  3. AdWords in Depth – Google AdWords is a phenomenon that currently draws $60 Billion in ad revenues away from traditional channels like Radio, TV, newspapers and magazines. It is marketed as a simple way to show up when someone is searching for what you sell, but in reality it is a highly complex and competitive gauntlet that only few advertisers can leverage profitably. In this session, we will expose the major ways that advertisers waste money and miss opportunities on AdWords, and provide a tutorial on setting up and managing an effective AdWords account.
  4. Search Engine Optimization – Everyone knows that appearing at the top of Google searches is the key to business success. But how do you get there, stay there, and leverage that position? Compounding the problem is the fact that so many people are trying to game the system that the search engine companies have armies of technicians rooting out “black hat” techniques and penalizing those that practice them. In this session we cut through the myths and legends and focus on what works and what doesn’t.
  5. Google Analytics – The vast majority of websites globally have Google Analytics installed and it is by far the most widely-used website analytics tool. But like all other Google services, it has become vastly more configurable and complex than when it first appeared. As a result, many marketers only use a tiny percentage of the tool’s capabilities. In this session we will identify the types of data that really matter when measuring your online effectiveness, and show you how to access that data and configure Google Analytics to give up more of its precious gems.
  6. Market Automation and Lead Nurturing – It’s not enough to get visitors to your website. It’s not even enough to simply convert lots of those visitors into leads. Marketers are now expected to deliver “sales-ready” leads to the sales team. To address this need, there is an abundance of platforms that can help you gauge which contacts are really interested & engaged, and keep feeding their interest until, and even while, they are contacted by Sales. Ranging from email marketing tools to full-blown nurturing platforms, effectively leveraging marketing automation makes a huge impact on sales, especially in large-scale considered purchases. In this session, we will look at a number of leading platforms. We will compare their costs and capabilities to help you decide which one is right for your business. We will also provide some templates and guidelines on how to get the most out of such a platform once it’s been selected and implemented.

NOTE:  This class meets for 6 sessions, Thursday evenings, 7-9 pm, May 12 – June 16, 2016.  A parking pass will be emailed to you before the first class session.

CANCELLED: Publicity 101 and Media Relations (4 Sessions)

Everyone wants good publicity for their business!  This course is designed to help you break through the clutter and use the media to share your news.  Get your company noticed by taking advantage of both traditional and social media. You will learn:

  • What’s news (and what isn’t),
  • How to pitch different types of media (print, TV, radio, online)
  • When to pitch your story for the best chances of success.
  • Learn to write the tools that media use – New Releases, Media Alerts, Calendar Listings, Letters To The editor, Bylined Articles, etc.
  • Effective interviewing techniques to best covey your message

You will leave the this course with a new understanding of a variety of ways to work with different media so you and your organization become a trusted and reliable source in your industry.

NOTE:  This class meets 4 times, Wednesday evenings from 7 pm – 9:30 pm, April 27 – May 18, 2016.  A parking permit will be emailed to you before the first class meeting.  


grant writing

CANCELLED: Grantwriting Certificate (6 Sessions)

Designed for the nonprofit or education professional, associate or staff member who wishes to gain skills related to strong grantsmanship,  this course takes participants from the beginning of the grants process including reviewing your own organization for its grant-readiness, through to follow up of a submitted grant request.

Participants may come with a specific project in mind or develop a sample during the course.

Course objectives include:

  • Evaluating your organization for grant readiness
  • Researching prospective funders: foundations, corporations, federal and state prospects
  • Understanding the different funding sources, their requirements, motivations and review processes
  • Reviewing Grant Guidelines, RFPs and RFQs
  • Determining appropriate outcome measures; documenting and tracking them
  • Developing a proposal template; components of proposal
  • Using support materials to support your proposal – data, prior history, other funding
  • Complete proposal review before submission
  • Pre- and post-submission contact with potential funders
  • What to do if the answer is yes! What to do if it is no.
  •  Refining your approach based upon funder feedback.

NOTE:  This program meets for 6 sessions, Tuesday evenings, April 26 – May 31 from 7:00 – 9:00 pm.  A Parking Permit will be emailed to you before the first class meeting. 


Retirement Management Analyst ONLINE EXAM


Salem State University
Retirement Management Analyst ONLINE EXAM

If you have three or more years of experience as a financial advisor, earning the Retirement Management Analyst (RMA®) credential will demonstrate to your clients and business partners that you have mastered the retirement planning advisory process.

Step one: Click to complete the application to become a candidate to sit for the RMA ONLINE EXAM:

Click here to see if you meet the experience, education and ethics requirements in order to qualify as an RMA Candidate

Step two:  Click to register for the RMA ONLINE EXAM

Step three: Receive the email from INSTRUCTURE, set up your username and password.

Step four: Login and take the RMA ONLINE EXAM

RMA® EXAM fee $395.00

NOTE: The RMA exam may be taken immediately on completion of the program, or may be taken within four weeks of completion of the online RMA program. You need to apply as a candidate for the RMA Examination before you can register for the exam.

NOTE:  When you register for the RMA ONLINE EXAM, you will receive and email from INSTRUCTURE.  In the body of that email, you will find instructions on how to set up your username and password.  You can begin the exam anytime after setting up your login.





lost art of customer service

The Lost Art of Customer Service Excellence

A winning brand creates a culture of customer service that permeates every aspect of the business. In this workshop you will learn the “must-dos” that make customer service an integral part of a memorable brand experience that keeps customers loyal and profits soaring.

Speaker: Gary Jaffarian, President and CEO,
Jaffarian Volvo Toyota Scion
Co-sponsor: Salem Chambers of Commerce


ASIST: Advanced Sustainability Interactive Simulation Training



  Transform workplace sustainability into reality through this comprehensive one-day training program! This full day workshop is an innovative way to learn about sustainability that focuses on workplace environments. Through an interactive, simulation-style training this workshop is intended for all organizational stakeholders who want to learn how to better articulate and actively demonstrate both top-line and bottom-line sustainability benefits within their organization. Learning Objectives

  • Advance the sustainability knowledge and standards of an organization’s stakeholders engaged in developing and implementing their firms corporate social responsibility (CSR) program.
  • Develop the sustainability awareness of all employees so that each individual can positively influence his or her workplace environment and their local community.
  • Demonstrate how a sustainability program is created, implemented, and sustained in the workplace.
  • Assist participants in determining how best to achieve their sustainability goals.

Why Would Benefit from this Training?

  • Senior Management: Senior management will realize the importance of why organizations should fully integrate sustainability program strategies into business planning.
  • Sustainability Leaders: Sustainability coordinators will better understand the challenges and hurdles of implementing and continually improving their organization’s current sustainability program.  This workshop provides a process and structure for creating and/or enhancing a more cohesive sustainability program that promotes sustainable action in the workplace.
  • Employees: Employees become more knowledgeable and aware of how their organization impacts the local environment and how they can personally have a significant, positive impact in their workplace and community.
  • Sales & Operations Professionals: Sales and operations employees will become more influential, trusted advisors by better understanding how sustainability initiatives can positively impact their clients.
  • Concerned Citizens? Maybe this is one of your target groups?

Each participant will receive:

  • USB flash drive containing associated multimedia files and presentations.
  • In-depth, 85-page Sustainability Workbook
  • 22-page Case Study
  • Light breakfast and lunch

NOTE: This workshop requires a minimum number of 12 participants. In-person attendance is required. Perfect for organizational teams or individuals. Special pricing is available for teams of 2 or more from the same company.  Call 978-542-6302 for more information.  A parking permit will be emailed to you before the class start date.

Register Now! $350.00

Sustainable Beekeeping

Sustainable Beekeeping – The Bee School at Salem State University (6 Sessions)

Sustainable Beekeeping

The Bee School at Salem State University 

Course 1 – 6 Sessions

March 3 – April 7

Thursday Evenings, 6:30 pm – 9:00 pm

Register NOW!

Sustainable Beekeeping at Salem State University is a three-course sequence that can be taken in any combination at $50.00 per course.

Complete all three, and receive a certificate from Salem State University.

Course 1: Sustainable Beekeeping: 6 weeks – $50.00

March 3 – April 7 Thursday, 6:30 to 9:00 pm – Register NOW! All necessary equipment, management, and hive manipulations to install and maintain a bee hive from late spring through mid-summer. Course recommended for beginner and intermediate beekeepers.

Course 2: The Sustainable Apiary Summer: 4 weeks – $50.00

June 2 to June 23 Thursdays 6:30 to 9:00pm – Register NOW!

Course details summer management practices for the hive. Topics include swarming, identification and interdiction of honey bee predators and diseases. This is a hands-on course as we meet at various apiaries to practice opening and inspecting hives. Students must have bee-veils to participate.

Course 3: The Key to Sustainable Beekeeping – Fall and Winter Hive

Management: 4 weeks – $50

August 18 through Sept. 8 Thursdays 6:30 to 9:00 pm – Register NOW!

Necessary fall hive inspections and evaluation, feeding, re-queening, preparing the hive for winter, winter feeding. Also included; how to extract and process honey and bees wax.

Note: Course 2 and 3 will include hive openings at local apiaries at mutually beneficial times.

Special Short Course: Making Splits, NUCS, and Raising Queens using Non-Grafting Techniques: 2 day short course – Times to be announced.

NOTE:  The Bee School courses are held at Salem State University, Central Campus, Bertolon Classroom Building.  Courses 2 & 3 are held at local apiaries and times may vary. You will be issued a parking permit to be displayed at all times on your dashboard.  Parking is located behind the Enterprise Center (121 Loring avenue, Salem, MA for your GPS) in spaces marked “E” only.  100% refund before class begins. No refund after the first class. 

Social Media: Creating a Marketing Plan That Works! (6 Sessions)

Social Media: Creating a Marketing Plan That Works! (6 Sessions)

Tuesday Evenings February 23 – April 5 (No class 3/15)

Have you ever wondered how businesses use social media to get engagement, customer leads and sales? How do you plan a successful social media campaign for your business, or that of your employer—one that really works? Many people have a working knowledge of the social media platforms they use personally, but it’s not always easy to turn that knowledge into an effective marketing plan for business.
This class can help. Part lecture, part hands-on, this class will give you hands on experience with three of  ‘The Big Six’ of the social media platforms—Facebook, Twitter, and LinkedIn. You’ll work on your individual business accounts or those of your employer.
We’ll talk about and take the mystery out of:
*what a social media strategy is, and why it’s important for business;
*the benefits of a social media strategy, and the six steps to creating one;
*the steps to creating a listening and content marketing strategy;
*the importance of social media monitoring;
*the five steps to promoting your business and growing your audience;
*creating and growing your social media presence using Facebook, Twitter, and LinkedIn; and
*measuring influence and your social Return on Investment (ROI).
Not to be left out of the equation, we’ll also spend some time talking about the additional components of a full online digital marketing plan: your website, SEO, e-mail marketing, e-newsletters, and press releases.
After completion of this class, you will have the front-end knowledge to plan a social media campaign. You will be able to focus on the needs of your company, while remaining focused on its goals. And you can turn this knowledge into an effective plan to help your own business, or that of your employer.
We’ll learn many of the in’s and out’s of social media…and have fun besides!
Level: Advanced Beginner/Intermediate. As a minimum, students should have a personal Facebook profile and a working proficiency of the Facebook platform. Familiarity with the other social media platforms mentioned is helpful, although not required.
Students should be prepared to work on individual business accounts, or those of their employer. After completion of this class, students will earn a Certificate of Proficiency.
February 23 (Week #1)
Introduction: How to Create a Social Media Strategy
• What is it?
• Why do it?
• The Benefits of a Social Media Strategy
• Six Steps to Creating and Implementing an Effective Social Media Strategy

* Selection of business pages and platforms to work on
* Homework assignment
March 1 (Week #2)
Creating a Listening and Content Marketing Strategy
• What is ‘Social Media Monitoring?’
• The Importance of Social Media Monitoring
• Six Steps to Creating a Listening and Content Marketing Strategy
• Review List of Resources
• Keyword research; setting up Google Alerts
Creating and Growing Your Social Media Presence
• Five Steps to Promoting Your Business and Growing Your Audience
• Discussion of Facebook Marketing*

*Homework assignment
March 8 (Week #3)
Creating and Growing Your Social Media Presence (continued)
• Q & A
• Discussion of Twitter Marketing*
• Work on business pages and platforms in class

* Homework assignment
March 22 (Week #4)
Creating and Growing Your Social Media Presence (continued)
• Q & A
• Discussion of LinkedIn Marketing*
• Work on business pages and platforms in class

* Homework assignment
March 29 (Week #5)
Measuring Influence and Social ROI
• The Value of Measuring Your ROI
• Using Online Tools to Measure ROI
• Five Steps to Measuring The ROI of Your Social Media Campaign
o What to Measure and How to Do It
• Work on business pages and platforms in class

Final Q & A before projects due next week
April 5 (Week #6)
• Project Write-Ups due, along with presentation of Projects in class
• Wrap Up & Class Evaluations
• Finish discussion of any components not completed in Weeks 1-5
• Bonus: Components of a Full Online Digital Marketing Strategy: Your Website, SEO, E-mail Marketing, E-Newsletters, PR, other & new social media platforms, etc.

Award:  Certificate of Proficiency

NOTE:   This class meets for 6 sessions.  A parking permit will be emailed to you before the first class session. 

Register Now! $275.00