Bucks County Series – Event 1
Join us to learn about the SBDC's no-cost services, resources, and expert guidance, and tailored support for entrepreneurs and small businesses.
This event features sessions by industry experts on key topics relevant to your success. Join us for networking, engaging discussions, and refreshments. Learn how our SBDC serves as a valuable resource for you.
Location: PA Biotechnology Center (Room 3100), 3805 Old Easton Road, Doylestown PA 18902
Training Topics: Accounting/Budget, Business Start-up/Preplanning, Legal Issues
Description:
4:30 PM – 4;50 PM - Registration and Networking
4:50 PM - 5:00 PM: Welcome – SBDC Host – Sunny Verma
- Purpose: Warm welcome, acknowledgment of sponsors, introductions of speakers, and the agenda
5:00 PM - 5:20 PM: The Road to Entrepreneurship and the Role of the SBDC
Presenter: Sunny Verma, Lehigh University SBDC
Purpose: Discuss the foundational role of an entrepreneur and outline the services and resources offered by the SBDC
Topics Covered:
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- Key characteristics of successful entrepreneurs and the entrepreneurial journey
- Role and Mission of the SBDC and Summary of the Services and Resources
5:20 PM - 5:50 PM: Rule of the Road – Legal Considerations for Small Business
Presenter: Matthew Konchel, Esquire – Konchel & Associates, P.C.
Purpose: Help small business owners understand key legal requirements and reduce risk when starting and operating a business.
Topics Covered:
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- Choosing the right business structure (LLC, sole proprietorship, corporation) and why it matters
- Required registrations, licenses, and permits
- Key contracts and agreements (clients, vendors, partnerships)
- Common legal risks and compliance considerations (taxes, liability, employment basics)
5:50 PM – 6:20 PM: Rule of the Road – Accounting and Bookkeeping Considerations for Small Business
Presenters: Kristopher DePaolo, CPA – CEO, Werner & Company CPAs
Purpose: Help small business owners understand effective accounting & bookkeeping practices to support compliance & informed decision-making.
- Topics Covered:
- Setting up a basic accounting system (cash vs. accrual, tools/software)
- Tracking income, expenses, and maintaining accurate financial records
- Understanding key financial statements (profit & loss, balance sheet, cash flow)
- Best practices for staying organized and preparing for taxes
6:20-6:30 PM: Closing and Q&A
Purpose: Address any remaining questions and summarize key takeaways.
- Open Q&A with attendees
- Thank attendees, speakers, and sponsors
- Reminder of the June 10th meeting date and agenda