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Workshops

Know the Bottom Line Before the Year Begins ©

Who should attend:

Business owners, COO’s, managers or any employee with budget planning responsibility, including CFO’s, CPA’s, controllers, accountants and planning directors.

How you will benefit:

  • Learn how to develop a department and company “Plan for Profit”.
  • Find out how to translate management decisions into part of the plan.
  • Study how to manage the department and company “to the numbers”.
  • Make a greater contribution to your organization.

What you will cover:

  • Key elements to the “Planning for Profit” process; integrating management’s goals and matching costs and expense controls to revenue levels.
  • Restructuring the Profit and Loss statement.
  • Developing a Deviation Analysis report in real time.
Beware! The Epidemic of Stress and Change ©

Know the three key components of change that you can do nothing about, and how to avoid the Twelve Mistakes people make in dealing with organizational stress. Equip yourself to handle reality and reduce stress.

Who should attend:

This presentation is distinctively designed to help all personnel get ready for the new challenges that are brought about by change. You will discover the “heart and soul” of dealing with, and moving forward with change.

How you will benefit:

  • Explore roles as change agent coach, communicator.
  • Surrender to change and manage your own behavior.
  • Be able to treat stress when your efforts fail.

What you will cover:

  • The three key components determining change.
  • How to come to grips with realism.
  • Twelve mistakes and counters for successfully dealing with change.
Do the Right Thing for High Performance Management ©

Managers today are not working with adult-to-adult relationships. Staff today over-promise, under-deliver, cast-off personal responsibility, don’t commit, make excuses and complain. Invest in learning the Ten Standards of today’s management for high performance results.

Who should attend:

Business owners, CPA’s, controllers, accountants and any managers, supervisors, team leaders, executives or professionals who want to maximize the performance of others.

How you will benefit:

  • Evaluate your own level of commitment.
  • Set your staff up for success.
  • Communicate directly and openly
  • Support rather that police.
  • Create an atmosphere that allows people to flourish.

What you will cover:

  • Incentives that work, and some that don’t.
  • Distinguishing management myths and traditions from current realities.
  • Ten standards for high performance.
  • How to develop a realistic performance improvement plan.

Seminars, Presentations & Keynotes

Give the Bankers What They Want ©
If the banking relationship is one of belief that the client knows how to make money and has the proper controls to do so, reasonable expectations for capital from the bank are assured. Discover the five items that get bankers excited.

Who should attend:

Business owners, CEO’s, and managers responsible for their company’s financial future, including vice presidents of finance, CPA’s, controllers, accountants and planning directors.

How you will benefit:

  • Learn the use of operational data to guide the company in the right direction.
  • Find out what you need to have to convince lenders that you will be able to repay as agreed.
  • Discover how to make an effective presentation to a banker you have never met.
  • Become more valuable to your organization.

What you will cover:

  • Consequential short-term cash flow projections.
  • Deviation Analysis data that halts problems while they are still minor.
  • The use of weekly flash reports.
  • Planning and cost control information. 
  • The development of effective functional organizational charts.
Coaching the Coach ©
 Business owners, CEO’s, COO’s, want-to-be owners, entrepreneurs, Presidents or any senior manager with responsibility for the company’s future.

How you will benefit:

  • Learn how to install leveraged accountability for yourself.
  • Ascertain how to determine what is Right.
  • Find out the power of one-on-one.

What you will cover:

  • Defining your commitments.
  • Determine the now and later gap.
  • Identify the blocking dummies and see how to restructure the pathway to a powerful game plan.
  • The quantitative friend.
Transform the Business Model ©

Implement the stages of profitable change for your business and have your people like it. Be successful at installing the “Soft and Hard Buy-in”, and learn 10 Assured Beliefs for Accepting Change.

Who should attend:

Business owners, CEO’s, Presidents, CPA’s, controllers, accountants or any manager with reporting staff and who can contribute to company productivity.

How you will benefit:

  • Learn how to create buy-in for change.
  • Discover how to build a bridge from manager to leader.
  • Become an enlightened leader.

What you will cover:

  • Defining hard vs. soft change.
  • Low morale, productivity and apathy.
  • The six “must-haves” that go with leadership.
Leadership Not Executiveship, the Challenge! ©

Performance standards for most employees are too low and leaders don’t know how to lead. Learn how to get people to perform above the requirements, do what is Right and want to give more.

Who should attend:

Mid-to senior level executives, CEO’s, CPA’s, and all others with managerial responsibility. This presentation will be most beneficial to executives whose jobs require strong decision-making skills and the desire to develop leadership character.

How you will benefit:

  • Discover how leaders are made, not born.

  • Become an enlightened leader.
  • Know how to set standards that matter.

What you will cover:

  • Discuss the challenge of getting people to do that which they would not ordinarily do.
  • Definition of management vs. leadership.
  • Learn the seven phases of leadership development.
  • Study the character issues of leadership.

New Workplace, New People Skills ©

Performance standards for most employees are too low and leaders don’t know how to lead. Learn how to get people to perform above the requirements, do what is Right and want to give more.

-Ten Fabulous Must Have Skills,
-Dozens of Practice Tips You Can Do Now, Plus
-Self “Check-ups”

Who should attend:

This presentation is distinctively designed to help all personnel improve their people skills. Knowing what your inadequacies are will enlighten you and lead to greater work results.

How you will benefit:

  • Confidentially rate your people skills.
  • Always be treated as a VIP.
  • Gain the support of a new employee on day one.

What you will cover:

  • Ask first about input.
  • Ideas deserve an even break.
  • Ethics dilemma at work.
  • Missed promotion? Get back on course.
  • Ten imperative people skills.
Quality Results, Quality Process, Quality Leadership ©

Learn the “know how” to identify and define the quality improvement process to grow your business and quantify internal results.

Who should attend:

CEO’s, financial managers, CPA’s, controllers, accountants, human resource administrators and all management involved in training and/or benchmarking.

How you will benefit:

  • Be able to lead the quality process.
  • Learn how to build an empowered team.
  • Discover the method of problem solving for quality results.

What you will cover:

  • How to identify the improvement subject.
  • Team building.
  • The ten phases of the quality improvement process.
  • How to recognize results.

The Six Seeds Of Passion For Business Success ©

Learn to take control of the constant power of passion and resolutely reshape your daily business success.

Who should attend:Business owners, entrepreneurs and any executive or professional who want to maximize their personal performance.How you will benefit:

  • Discover the new work mantra.
  • Avoid being a workaholic or doing the daily grind.
  • Make your dream career a reality.

What you will cover:

  • Career stats in corporate America.
  • Case examples of job slave vs. career passion.
  • Learn the six “Go For It” steps to Profession Passion.
Harvest New Profits from Your Dormant Customers ©

Learn the Seven Mortal Sins that can cost you a customer and the harvest (profits) that go with them. Hear case examples and remedies to proper sowing and reaping (regaining and keeping) dormant, existing and new customers.

Who should attend:

Marketing and sales managers, account managers, sales representatives, physicians, dentists and customer service representatives, where repeat business is important.

How you will benefit:

  • Know the seven mortal sins that can lead to lost customers.
  • Get your staff focused on customer service.
  • Establish and maintain a high level of trust.
  • Making top quality a top priority.

What you will cover:

  • Case examples of potentially losing a customer.
  • Review the big numbers of big opportunity.
  • Understand how customer expectations and perceptions impact selling.
  • Straightforward strategies for recapturing lost profits.
  • The value of customer relationships.
Take this Job and Love It
  • Shine, Don’t Whine.
  • Have Fun, Make Money.
  • Discover Gratification at Work.

Additional Featured Topics for Key Note or Educational Engagements

  • Shine, Don’t Whine.
  • Have Fun, Make Money.
  • Discover Gratification at Work.
  • It Can Raise the Standard for Employees…and maybe,
  • Save Your Company.
  • Be a Creative Maverick.
  • Human Resources is not 9 to 5.
  • Never Give Up.
  • Your Competitor’s Best Customer is Your Best Prospect.
  • It’s All a Matter of Positioning.
  • Relationship Selling, Meeting Customers Real Needs.
  • It Is Not Enough to Just Give Directives.
  • Tolerance of Mediocrity Can Kill Profitability.
  • Value Equates to Earning Potential.

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