Events

JOIN OUR SMALL BUSINESS OWNERS ROUNDTABLE LINKEDIN GROUP!

This group is connected to the monthly Small Business Owners Roundtable meetings hosted by Yield Bookkeeping.

JOIN NOW

Small Business Owners Roundtable is a growing community exclusive to business owners, where we can exchange ideas, share challenges, develop solutions and expand our networks.

Rochelle Dallons, CEO of Yield Bookkeeping is the Chief Visionary and Sponsor.

Information Experts is the proud producer of this dynamic event!

UPCOMING

See What Attendees Are Saying…

“I just wanted to express my appreciation for what a great initiative you have started with the Small Business Owners Roundtable. Frankly, I wasn’t sure if I wanted to get involved in yet another networking group, but you have managed to make it very worthwhile. I have learned a lot from every session which is very relevant and useful for my business. I know it takes a lot of hard work to organize and manage this group so I truly appreciate your time, skills, and leadership. Please let me know if there is anything I can do to help.”

Marty Shoup

Producer/Director

Blue Lion Multimedia

“The roundtable events are a great place to meet other small business owners and really talk about the challenges and successes we face in a nurturing, positive environment. It is like having multiple mentors and experts helping out with tips on technology, time savings, and more. Thank you Rochelle for creating this wonderful community!”

Caroline Hedges

CEO & Founder

Anonymous Assistant

“Information Experts is extremely excited to be part of creating this growing community for Small Business Owners. This forum allows for Small Business Owners to share actionable best practices and develop long term mutually rewarding relationships.”

Adam Levin

CEO

Information Experts, Inc.

PAST EVENTS

August 2021
Thursday, August 19TH

August was all about small business owner networking! This event led to seven 1-to-1 networking sessions for our attendees. Our short sessions give everyone a chance to introduce themselves to as many people in the hour as possible.

July 2021
Thursday, July 15TH

Our July roundtable was an open discussion about current challenges:

Topics included:

Importance of Good Bookkeeping
Why you should outsource your payroll
Non-traditional recruiting methods
Processes and types of databases for leads

Fantastic tips were given, quality companies and websites shared, and our attendees left the roundtable with new connections.

June 2021
Thursday, June 17TH

Our speaker Liz Johnson at Mountain View Marketing provided a fascinating insight into the importance of color for your brand. This was followed by a robust question and answer session with great input from other attendees.

May 2021
Thursday, May 20TH

Our May event was all about professional networking. Registered attendees had eight rounds of 1-to-1 networking with fellow small business owners. It was a chance to connect with lots of new business professionals.

April 2021 – Thursday, April 15TH

April’s Roundtable gave Small Business Owner’s a chance to air their issues to each other and provide excellent tips and advice. We covered everything from HR and Federal tax, using personality testing for recruitment, and the pros and cons of NDA and non-compete clauses. We found some helpful articles to help.

Thanks to the attendees for recommending the following:

Openpsychometrics.org (no charge)
Quiet: The Power of Introverts by Susan Cain

March 2021 – Thursday, March 18th

This roundtable featured Cherylyn LeBon from Dunlap Bennett & Ludwig whose presentation on SBA funding and PPP loans was invaluable to the Small Business Owner’s in attendance. She spoke about the many different funds, loans and grants available through the SBA and helped attendee’s with their many questions regarding PPP loans and how to navigate the application process for both new loans and forgiveness. If you are interested in learning more, please reach out to her: chlebon@dbllawyers.com.

Our attendee discussion also led to advice regarding credit score and Identity Protection. Some small business owner’s recommended the following resources:

Experian: https://www.experian.com/
Equifax: https://www.equifax.com/personal/
Credit Karma: https://www.creditkarma.com/

IC PRESENTATION

Contractor Checklist

February 2021 – Thursday, February 18

February’s presentation was How to Increase Your Revenue and Decrease Your Expenses. Our CEO Rochelle Dallons, provided excellent tips which we shared with attendees after the event. This was followed by exclusive networking with fellow business owners.

INCREASE REVENUE & CUT BUSINESS EXPENSES

January 2021 – Thursday, January 21

“The Pros and Cons of 1099 contractors vs W2 Employees” Our guest speaker was Nancy Greene, Esquire who is a business lawyer with over 25 years of experience in helping businesses with employment law.

Nancy’s presentation was extremely relevant to business owners who employee independent contractors and it was useful to learn about the new Virginia rulings.

Nancy has also written a book “Navigating Legal Landmines – A Practical Guide to Business Law for Real People” which you can purchase via Amazon.

IC PRESENTATION

Contractor Checklist

December 2020 – Thursday, December 17

This roundtable featured Robin Suomi from Startup to Growth whose presentation on Motivation and Mindset Mojo got our business owner attendees ready for 2021. She covered the science of positive thinking and shared motivational tips and tricks. Attendees shared their resource picks for motivation and building the mindset to achieve their goals. The event finished off with a discussion of Robin’s blog Inspirational Songs (https://startuptogrowth.com/top-inspirational-songs-by-small-business-owners-and-why/1001/) and attendees shared what their theme songs would be.

Resources:

Books/Websites:

Your Playlist Can Change Your Life, Galina Mindlin, Don DuRousseau, Joseph Cardillo

The Power of Habit, Charles Duhigg

Consider a Guided Mindfulness Journal (I don’t have a favorite!)

Consider a Daily Gratefulness Journal (I don’t have a favorite here, either!)

https://www.hopkinsmedicine.org/health/wellness-and-prevention/the-power-of-positive-thinking

https://positivepsychology.com/goal-setting-psychology/

https://www.entrepreneur.com/article/295885

Meditation app – Headspace

The Secret by Rhonda Byrne

November 2020 – Thursday, November 19

This roundtable covered the “Top 5 Challenges Facing Small Business Owners”. Challenges such as:

Time management and Delegation
Self-Doubt / Mindset
Marketing and Strategy
Cash Flow / Budget Creation / Capital
Hiring Employees and HR Issues

Attendees broke off into small groups to discuss each challenge and provide resources and tips on how to overcome them.

Resources:

Apps such as Toggl / Asana / Loom / Clickup / Calendly

Time Blocking

To Do Lists

Top 3 Priorites – Daily consideration (combine with to do list)

Delegation – Always thinking about what the best use of your time is

Schedule breaks into your day

Twice a month billing helps with cash flow

Getting experts to help – bookkeeping / HR / Administrative help / marketing

October 2020 – Thursday, October 15

The topic for discussion was “PPP Loans – What to Do With Them and How to Get Forgiveness”. Rochelle Dallons provided an overview of what the PPP loans were and explained how to apply for forgiveness and the next steps. Attendees then broke out into smaller groups to network and discuss other issues that affect them as small business owners.

September 2020 – Thursday, September 17

This was the inaugural Small Business Owners Roundtable! Rochelle Dallons, our CEO introduced her vision for this monthly event and attendees took the time to network with each other.