Category Archives: In Person

Exposing the Simplicity of Social Media Marketing and YouTube

You’ve probably heard of social media. You may even understand the value social media can bring to your business. Now you’re wondering how do I start? In this introductory session, we cover strategies and best practices to get the most out of your social media activities.  Register for our free upcoming meetup seminar in Oakland, December 4 at 6:30pm.

Your event host, Doug Skinner writes a blog on strategies to increase personal productivity using mobile devices and the cloud to make our life better and our business more profitable.

register to attend free seminar

New Productivity Approach For Accounting Professionals

We’re learning about the features and benefits of Mobile and Cloud Technology. We realize there are many capabilities in the services where we have subscriptions.  We have a nagging impression that much remains untapped, in the way we use the devices and access to vital information. Accounting Professional

Please Attend the Seminar and Receive CPE Credits

You’re welcome to attend our seminar, the evening of November 20 in San Francisco, with Accounting Finance Women’s Alliance (AFWA).

doug skinner presents to accounting and financial women

Insights are Critical

For AFWA we will bring insights to enable them to boost their skills and knowledge of Office and Cloud tools.

What I’ve noticed is that there are some critical trends impacting accounting professionals.

  • You’re aware there’s a need to be faster and better than you did in the past
  • You need to be agile and respond quickly to collegues and changes in corporate policy and business conditions
  • You have associates and management depending on you and you don’t want to have fragile systems and errors that can push deadlines, and negatively influence how they view you
  • You want to adopt the latest technology that can help you work smarter

Doug Skinner and Roger Nakayu Excel tips and tricks

About the presenters:

Author for the Business Technology Program, and founder at Intentional Management. At Microsoft, Doug Skinner organized the most effective group of professional services partners to deliver software solutions in the US.

Doug’s career has been marked by a quest to develop and execute plans for increasing top line sales, engage principal executives with compelling solutions. He formed partnerships between customers and subject matter experts in various areas: mobility solutions, software development, security technicians, network engineering teams, financial & legal executives, and marketing professionals.

Roger Nakayu recently produced an Excel 2013 video series on its new features.  He is a Certified Microsoft Office Specialist in Excel, PowerPoint, and Word. He holds an MBA and is experienced in Financial Analysis, Process Improvement, and Forecasting.  He engages executives and business owners that need to make better decisions using software tools they already own.

He is a financial analyst at Primary Eyecare Network, catering nationwide to optometrists and ophthalmologists.

He has a passion for helping others and training people to become power Excel users.

What’s New in QuickBooks 2014? Charlie Russell Seminar in Oakland October 2nd

For our upcoming seminar October 2nd in the evening, our speaker and expert, Charlie Russell will share insights from his research and service exposing the virtues of the QuickBooks franchise.

Charlie will give us an overview of the latest features in QuickBooks 2014.  He’ll answer your questions and others, like: What are the enhancements that will help accounting professionals work smarter, faster and more efficiently?

Seminar Leader CCRSoftware Sleeter GroupHere are some of the  new features he’ll spotlight.

  • Bank Feeds
  • Payroll Center
  • Job Costing
  • Advanced Pricing
  • Enterprise Inventory Changes
  • Client Collaborator

By the end, you’ll have a better sense for what new efficiencies you can leverage to better serve your clients.  Please join us.

Doug Skinner Demonstrates Microsoft Office 365 For QuickBooks ProAdvisors Business Coaches

Today’s business owners and consultants see some interesting trends:

  1. Their team members bringing their own device onto the company network
  2. Many different types of mobile devices accessing sensitive data
  3. Greater adoption of Cloud Services

QuickBooks PraAdvisors and Business CoachesIt can be difficult to keep up with best practices for leveraging, managing, and securing these new processes and technologies.  Is it frustrating to not know what you could accomplish with your mobile device, if you only know what cloud service and apps to use?

In this seminar, Doug Skinner will spotlight the ‘office in the cloud’ services, security, and tools Microsoft makes available to tackle some of today’s toughest challenges that ProAdvisors face outside of QuickBooks.  He’ll answer the question, “What is Office 365 Small and Mid-Sized Business Services?”  It’s more than Excel, Word and Outlook.

Doug-Skinner-ProAdvisor-Seminar-LeaderYou’ll walk away with a clear idea for how Microsoft compares to Google cloud and others; and, you’ll see new ways to use familiar software.

Doug Skinner Co-Founded Intentional Management Inc. to offer software and integration services for businesses seeking productivity gains from moving to the cloud and using mobile devices with an eye towards reaching key business milestones.

At Microsoft, Doug organized an effective group of professional services partners to deliver software solutions, yielding sales that exceeded millions annually. His firm, Intentional Management is a Microsoft Partner.

By the way, you can find him on Twitter at http://twitter.com/skinnerace

Grow Your Business Using Systems with Todd Lay Seminar

Todd Lay will share insights from his journey building his practice the last year.
Todd offers his clients a range of key services.  His firm, Simple Back Office delivers services in unique ways.  With the insights that Todd offers, you’ll extract insights from your client’s processes and data that will help you position yourself for a trusted advisor relationship.
His presentation will spotlight:
–Tactics for using automation
–Process mapping
–Using KPIs
By the end of his talk, you’ll realize vital new strategies to work ON your business, not IN it.
Please join us, register today.Doug Skinner Hosts Quickbook Professional

Small Business Owner’s guide to Productivity in Excel Hands-On Workshop

Join us for this live seminar, as we sail into the future with a better grasp of the capabilities of Excel, Word, and Outlook.  Hosted by Honest Intentions.
office 365, Excel Productivity, Roger Nakayu, Doug Skinner

6 Strategies to Manage Data in Excel

In this seminar, Roger Nakayu and Doug Skinner, will lead you on a set of demos to learn practical tips and shortcuts to improve efficiency and productivity using Excel spreadsheet software.  We meet near BART 19th Street Downtown Oakland station, and there’s easy street parking too.  Register Now.  Office 365 and Excel Strategies Seminar Location

Here’s What You Will Learn:

  1. Adding functions to your Quick Access Toolbar for use in the class
  2. Shortcuts and tips to increase your productivity
  3. The reason to use Excel Tables
  4. Using functions in Excel to Split or Combine data
  5. How to use Vlookup to combine data from files
  6. How to use Excel mailing lists to create personalized letters and emails in Word and Outlook

Mastering Data in Excel

Maximizing Technology to Work for YOU

Our speaker and expert, Scott Long-Genovese will shed some light on ways to boost your use of technology for your business, with your clients. Typical scenarios we’ll spotlight is e-mail synching among multiple devices, setting up and managing data storage, smartphone apps and business apps, the cloud and remote access connections with clients.

IMI hosts Technology Event click for more info and to Register Here

7 Keys To Improving Your Excel Productivity Seminar

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With Roger Nakayu and Doug Skinner, you will learn practical tips and shortcuts to improve efficiency and productivity using Excel spreadsheet software.

Here’s What You Will Learn:

  • What’s on Roger’s quick access toolbar, how it saves him time
  • Managing data more efficiently with Excel Tables, including 2013 features
  • Managing email and customer address lists
  • Copying data from web pages, using Excel to transform into filterable formats, sorted, used for personalized merge letters and emails in Word and Outlook

Learn More on Seminar

Our Hands-On Workshops in the NorCal Area for Cloud Info Innovators

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The first week of June 2013, Wed 6/5, Thur 6/6, and Fri 6/7 we are hosting a special series of lab exercises in the bay area.  No need to bring your own gear.  We have eleven Lenovo Windows 8 Yoga Laptops, as featured above by Microsoft CFO and CMO Tami Reller.

The Ultimate Beginners’ Hands-On Lab for Windows 8 & Office 365

Intentional Management Hands-On WorkshopSan Francisco

East Bay

Tri-Valley

  • San Ramon Thursday morning June 6

Sacramento

  • Sacramento Friday June 7

IMI offers Hands-On Workshop at Microsoft Office