Financial Sustainability 

Developing a business model that is financially sustainable is crucial to a successful transformation of employment services. Each organization must take carefully-considered steps to evaluate the financial implications of transformation through fiscal modeling exercises and the development of viable business plans. Resources provided here are designed to encourage discussion and evaluation of the organization’s options. It is recommended that each organization considering a comprehensive transformation seek individual consultation from a CPA and an attorney with expertise in this area.
Webinars
  • Identifying Corporate Structural Changes for Business Model Design
    Laurie Kelley and Allan Blum of Loeb and Troper offer insights into the corporate structural changes required to transform Work Centers into sustainable stand-alone businesses.
  • ​Changing Business Models
    ​​When organizations change the way they do business, they must consider the impact of fixed costs on their fiscal viability. In this presentation, Laurie Kelley and Allan Blum of Loeb & Troper LLC discuss potential challenges and pitfalls of changing business models and offer resources and solutions.
  • Essential Business Practices in a Value-Based Environment*
    This presentation by CCSI’s Center for Collaboration in Community Health focuses on the importance of building a budget from sound financial modeling practices, understanding financial processes and workflows, and building a solid financial infrastructure through effective revenue cycle management processes. The role of leadership in financial planning is reviewed and this content can be applied to common agency practices.
  • Managed Care 101* 
    This presentation by CCSI’s Center for Collaboration in Community Health focuses on the basic principles of Managed Care as a payment vehicle for health care services as well as the changes occurring as NYS rolls out a Medicaid Managed Care model. The possible impact of these changes on service delivery and the steps agencies can take to ready themselves are also reviewed.
Business Plan Development: A Six Webinar Series & Companion Workbook 
Presented by Kate Baker, Business Advisor at the Small Business Development Center at SUNY Albany (SBDC), these six webinars are designed to support conversations and considerations around developing a for-profit business model as an alternative to a Work Center with a primary focus on providing supports. Additional material is provided in the companion SBDC workbook.
  • WEBINAR 1: Business Plan Development: Leadership Development 
    Leadership plays a crucial role in the development of a sustainable business plan. In this webinar, Kate Baker, examines leadership styles and their influence in guiding an organization through transformation.
  • WEBINAR 2: Business Plan Development: Customer Service 
    The sustainability of a business is dictated by its ability to develop and maintain a loyal customer base that stands up to its competitors. In this webinar, Kate Baker examines how to evaluate the competition and motivate customers to choose your business over another.
  • WEBINAR 3: Marketing Strategy: Branding Basics 
    In this webinar, Kate Baker discusses strategies designed to make products and services offered by your business unique enough to stand out from similar products and services offered by other organizations.
  • WEBINAR 4: Location/Time Management & Entity Separation
    Kate Baker examines the legalities, advantages, and challenges associated with operating a for profit business in addition to a not for profit business. This webinar provides a platform for considering individual organization options and preparing to discuss concrete transformation plans for your organization with a CPA and/or attorney.
  • WEBINAR 5: Business Plan Management: Marketing on a Shoestring
    In this webinar, Kate Baker offers examples of inexpensive marketing approaches that can make a business more attractive and visible among its competitors.
  • WEBINAR 6: Hiring Right
    How does an organization develop a workforce that is competent and meets its needs? In this webinar Kate Baker discusses screening processes and hiring practices that will help your organization hire a workforce that works.
SBDC Workbook 
The SBDC Workbook is a companion to the webinars and provides worksheets, information and assignments that support the development of an initial business plan.
business_plan_workbook.pdf
File Size: 1025 kb
File Type: pdf
Download File
*CCSI Center for Collaboration and Community Health tracks the utilization of its online resources to gain a better understanding of how they are being used in practice.  These resources are provided without cost.  Your information will be included on a distribution list to advise you of upcoming webinars, but your information will never be used for sales or marketing in any way.
©2019 • All rights reserved. • For more information email us at [email protected]