Ian Nairn / June 5, 2023
Welcome To Training
Welcome to the Schooley Mitchell Training and Education site! We know there is a lot to learn when it comes to building your Schooley Mitchell business and our goal is to provide you with the tools and support you need to be knowledgeable and confident.
FICA Payroll Taxes
Tuesday, April 30
Stacy Brooks and Champ, our FICA Payroll Tax Partners
Join this FICA webinar for more details on addressing objections and steps to improve performance with this cost category. This webinar is open for anyone who has, or will have US clients.
Register NowValue Reports: New Supports Launch
April 23, 2026
Julie Beaney, Emily Griffin, Deborah Cherrey
We are excited to announce the launch of our new Value Report Presentation support resources. Our goal is to provide clearer expectations when it comes to the presentation of the Value Report to your clients. It will give you a good understanding of why the analyst chose to make an Option A choice over other options.
Webinar Session Recording Coming Soon.
Launch of Schooley Mitchell Unviersity
We’re excited to announce that we are officially moving ahead with a full roll-out of our new Utilities category. This webinar includes training from our experts at UMS, businesses to target, a marketing overivew, and how to submit clients.
ZoomInfo Webinar
March 26, 2026.
Julie Beaney and ZoomInfo’s Christopher Bracken
Join us at 12pm EDT to learn about ZoomInfo, the industry’s leading B2B Intelligence Platform. This session includes how search for verified client contacts, building targeted search lists, connecting ZoomInfo directly to your Splash Page (NEW), and Schooley Mitchell’s exclusive ZoomInfo package.
Online Access Webinar
March 18, 2026
Isabelle Withers
We will be hosting a training webinar for all Franchisees next Wednesday March 18th 2026 @ 2:00pm EST. During this session we will review the updated invoice requirements, explain why online access is strongly preferred, and discuss how these processes help improve turnaround times for Production and Post Audits. We will also be joined by a panel of experienced Franchisees who will share practical strategies for successfully requesting online access from clients, handling common objections, and ensuring invoice submissions meet our standards. There will also be time for live Q&A so you can ask questions and hear how others are successfully managing this process.
View Powerpoint/PDFUtilities Launch
March 4, 2026.
Greg Kelly
We’re excited to announce that we are officially moving ahead with a full roll-out of our new Utilities category. This webinar includes training from our experts at UMS, businesses to target, a marketing overivew, and how to submit clients.
FICA Payroll Taxes
February 4, 2026
Dennis Schooley, Greg Kelly, CHAMP Team
Join us for an educational webinar dedicated for FICA Payroll Taxes covering, What is Champ Plan and how to position this to businesses, handling objections and compliance, Q&A with the Champ Team. Note: This webinar is open to all Franchiees, however, the FICA Payroll Tax category only applies to businesses operating in the US.
FICA Payroll Taxes
December 3, 2025.
Greg Kelly and Champion Health
FICA Payroll Taxes: Join Greg Kelly and a Champion Health specialist to learn more about the Champ Plan. They will be presenting the plan details as if it was presented to your prospective clients. Following the presentation there is an opportunity for Q&A.
View Powerpoint/PDFNegotiation Skills
September 19, 2025
Dennis Schooley
Nothing is more valuable than deep knowledge about all sides of negotiation, join Dennis Schooley has he presents tactics and stages for successful negotiations
View Powerpoint/PDFThe recording and presentation from the May 27th Invoicing, Collecting, and Reporting Best Practices Webinar are now available – visit the Webinar section of the Training and Education to access and review the content and the new Client Invoicing guide that was launched in conjunction with the webinar.
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