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Small Business Consultant Certification Program

The Compass CBS Foundation is a 501(c)3 organization based in Arizona that focuses on developing resources to help strengthen a diverse, inclusive, and sustainable entrepreneurial ecosystem nationally. The Small Business Consultant Certification Program is a capacity-building program designed to train small business consultants/coaches, economic development professionals and technical assistance providers with the skills to better serve and meet the needs of entrepreneurs and small business owners from any industry and sector.

Our training program helps participants understand how to advance equitable economic recovery, increasing generational wealth of small business owners for a more inclusive economy. The program includes presentations and activities for all participants.

PART 1: Getting to Know Your Small Business Community

  • Vision for equitable economic recovery in the nation
  • The Big Picture: National Data on Small Businesses
  • Facing the unique challenges of small businesses
  • Tools to connect and support small businesses
  • Evaluating a small business and understanding their needs
  • Developing strategic partnerships within the small business community

PART 2: Economic Landscape & Resources for SMALL Businesses

  • The economic history of small businesses in the nation
  • Resources for small businesses
  • Access to capital/financial resources for small businesses
  • Diverse supplier resources for small businesses
  • Diversity business certifications
  • Digital tools and power of bilingual digital advertising

PART 3: Leadership & Coaching Skills for Success

  • Consulting vs Coaching
  • Securing trust with your small business client
  • Active coaching skills to engage your small business client
  • Determining priorities and creating plans for success
  • Maintaining accountability to achieve your client goals
  • Tracking the progress of your client and following-up
  • Creating a resource toolkit for your client

Pricing: $895 per person

Our 3-day course offers 24 hours of official Compass CBS Foundation economic development training and coaching to be completed in 90-days. Course duration is approximately 8:00 AM to 4:00 PM. Unless otherwise noted, this course is delivered in English. Courses are delivered live, online via Zoom. A stable internet connection is required.

Participants will receive:

  • Certificate of Completion
  • Permission to utilize Certified Small Business Consultant (CSBC) achievement in email signatures, business cards and professional resume/LinkedIn for three years.
  • Certified participants will be listed on our website.
  • Comprehensive reference materials.
  • Interactive experience and activities to stretch your skills.
  • Opportunity to learn from emerging leaders.

*Group rates and private training schedule available for parties of four or more.

2022 Open Enrollment Schedule

We provide two open enrollment sessions throughout the year in English and Spanish. Please review dates below.

  • First Session (English): Q2 April 6, 7, and 8, 2022
  • Second Session (Spanish): Q4 October 5, 6, and 7, 2022


  • Must have a minimum of 1-year in a small business consultant/coaching role, economic development professional, or technical assistance provider in government or non-profit organizations.
  • Must have experience with business planning, access to capital, and financial reporting.
  • Certification valid for three years. Recertification required by attending any session during the open enrollment period.
  • Recommended for business development professionals who wish to enhance their cultural competency skills to advance solutions for minority-owned small businesses in the US.

Enroll Today!

Contact Edgar R. Olivo, CEO of Compass CBS Foundation, by sending an email to [email protected] for more information to enroll in the Small Business Consultant Certification Program.

About the Instructor

Edgar R. Olivo is the founder and CEO of the Compass CBS Foundation as well as bilingual business educator, economic advisor, and contributor for several media outlets. He is a nonprofit executive who is passionate about education, social and economic justice. He is certified in finance and data analytics and holds a business degree from Arizona State University. Edgar is a member of the Aspen Institute’s Latino and Society cohort to advance equitable economic recovery for Latino businesses and has working relationships with top economic development organizations in Arizona.

Office Hours

Mon – Fri: 10:00 am – 4:00 pm

PO Box 27767 Scottsdale, AZ 85255

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Compass CBS Foundation (C) 2024. All Rights Reserved. Terms and Conditions. We are a nonprofit organization exempt under IRS code 501(c)3.