CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Live Webcast

15 Missteps for Startup/New Business Organization Techniques

Individual
Teams

$200.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

 Secure Transaction
 Secure Transaction

Please fill out the form below and we will reach out as soon as possible.

CPE Credits

4 Credits: Business Management & Organization
Event Date: August 15, 2025 8:00 am PT
Course Level
Basic
Format
Live Webcast

Course Description

Starting and managing a small business is an exciting venture, but it comes with a minefield of potential missteps—especially for aspiring entrepreneurs who may lack the foundational knowledge needed for long-term success. This dynamic course is designed as a comprehensive guide to help you confidently navigate the challenges of entrepreneurship and avoid 15 of the most common and costly mistakes new business owners make. From developing a robust business plan to mastering the art of internet marketing, this course breaks down complex concepts into clear, actionable strategies. You’ll gain insight into critical topics such as organizational structures, financing options, legal considerations, and effective cash and inventory management. Featured speaker Bogdan Constantin, a successful entrepreneur and former Shark Tank contestant who secured support from Mark Cuban, will share the 15 missteps that most commonly derail early-stage businesses—and how to steer clear of them. Whether you’re just starting out or looking to strengthen your current venture, this course will equip you with the tools, knowledge, and confidence to make informed decisions, avoid common pitfalls, and build a sustainable, thriving business.

Show More
Show Less

Learning Objectives

Upon successful completion of this course, participants will be able to: Identify 15 common missteps made by new business owners and understand how to avoid them to ensure long-term success.

Develop a comprehensive business plan that incorporates key strategies for growth, sustainability, and managing challenges in the early stages of entrepreneurship.

Evaluate financing options, organizational structures, and legal considerations that are critical to building a strong foundation for a new business.

Apply effective cash and inventory management techniques and leverage digital marketing strategies to optimize business operations and drive growth.

Show More
Show Less

Course Specifics

Course ID
LIVE-WEBCAST-429865
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Bogdan Constantin is a serial entrepreneur and investor. He previously founded Menguin, the world’s first online suit and tuxedo rental company. He scaled the business by over 10,000% and within 2.5 years sold to the founder of Men’s Wearhouse. Post-sale he was the CMO of Generation Tux Holdings, where he grew the business by over 400% within 3 months. He then founded and led Voxie – a leading text marketing platform that he raised over $35M of venture funding for and grew to sending billions of messages for leading brands like Edible Arrangements, Jersey Mike’s, AT&T and more. Bogdan is …

Jane Ryder, EA, CPA is the owner of Brass Tax Ryder Professional Group, Inc., a full service tax and accounting firm. Brass Tax (not affiliated with Brass Tax Presentations) has been providing tax and accounting services since 1980. Jane received a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and with the Internal Revenue Service as an Enrolled Agent. Brass Tax is a business centric practice, preparing and consulting on the preparation of Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment …

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award …

Related Courses