Chris Tamm

CyberSecurity is not an IT issue, it is an issue for every single one of us, and if you are a company officer, owner or director then you have an unavoidable personal liability for a breach within your business.

Vigilance starts in the boardroom, and it is crucial that the C-suite take an active role in understanding the level of risk they are exposed to and establishing a meaningful and effective strategy.

This session is engaging, entertaining and thought provoking. At the end of it, members will have a checklist of at least ten things that they should be doing in their business, questions that they need to be asking of their IT advisers and a strategy for minimizing risk of prosecution.

Top Takeaways

This workshop is a practical, highly valuable session. Members inviting colleagues to the session should ideally consider co-directors/c-suite rather than IT practitioners. Anyone who has already done the Human Firewall workshop will understand that CyberSecurity is not an IT problem!

Bio

Rob is an award-winning international speaker (Vistage Rising Star 2018, Outperformer 2019 & 2020, USA Club Award 50, 2021) and a Professional Member of the PSA (Professional Speaking Association).

He speaks as a current and very relevant expert, being founder and Managing Director of ramsac, who deliver IT and Cybersecurity services/support, he’s got a team of 90+ consultants working with him (and an alliance partnership with PwC). Rob is the UK Ambassador for Cybersecurity for the Institute of Directors, and he is currently ranked No.5 in the Global rankings for CyberSecurity Thought Leaders/Influencers. 

He is on the Advisory Board of The Cyber Resilience Centre, working with industry, academia, and law enforcement. He is a published author selling his cybersecurity books on Amazon in 7 countries and he makes a complex yet vital subject fun, entertaining, actionable, and very relevant.

Materials

Attendees  will be given a complimentary login to a resource site where they can access a wealth of information, tools and help on this subject. 

Contact

Rob May

rob.may@thoughtprovoked.co.uk

Cell: +44 (0) 7932 758 522

Description

Mindful leadership is intentionally growing your awareness of self and your impact on others, improving your ability to focus fully in the present moment, regulate your emotions and reactions, and listen without judgment. Mindful leadership creates space and permission for employees to think and contribute fully, and fosters environments where agility, innovation, resilience and productivity thrive.

Research confirms both wellbeing and business benefit from mindfulness and meditation. Data from the research conducted by the Institute for Corporate Productivity (i4cp) study, Next Practices in Holistic Wellbeing, the Performance Advantage, showed that encouraging employees to make time to meditate daily, strongly correlated to better market performance and better employee wellbeing.  The study found that while the practice is not yet widely adopted, high performance organizations (those leading in revenue growth, market share, profitability and customer satisfaction over a 5-year period) are 4x more likely than lower performing companies to encourage employees to meditate daily.

During this workshop you will have the opportunity to experience mindfulness and meditation practices that you can leverage to achieve your personal and professional leadership growth goals.

Top Takeaways

• Experience: breathing exercises that reduce anxiety and stress, self-observation and reflection, guided meditation, sound meditation 
• Learn the attributes of a mindful leader and assess your personal areas of strength and opportunity as a foundation for growth.
• Learn ways to build resilience and avoid burnout.

Bio

Tiffany Kramlich is a corporate culture influencer, who leverages mindfulness and meditation practices to inspire leaders and transform corporate cultures.  She has more than 20 years of experience as an HR executive at global businesses across multiple industries.  She is experienced in business transformation and growth, culture and engagement, DE&I, M&A, change readiness, employee experience and employee wellbeing.  

Tiffany launched and led a mindfulness and meditation practice at Land O’Lakes that improved employee mental and social wellbeing, supported inclusion and created a sense of belonging during the global pandemic and social unrest.  She coached executive leaders who were leading change initiatives in mindful leadership, accelerating their leadership effectiveness.

She founded Still Ambition, a company that brings mindfulness and meditation practices to the corporate world.  She launches and leads corporate meditation communities and coaches leaders to lead with empathy and compassion.  This reduces attrition and improves employee engagement and wellbeing.  Tiffany is a certified mindfulness and meditation teacher and a certified life coach. She earned her MBA at the University of St. Thomas in St. Paul, MN and her BA in English from the University of Wisconsin, Eau Claire. 

Contact Information

Email Tiffany

Call/text 651-728-1771

Humans are an intuitive species and often make poor decisions, especially when it comes to decisions about humans, due to using their "gut" or "feel". Through Culture Index we put extremely valid statistical data into the decision making process. In short, using analytics over instincts to make the right decisions and hit your strategic business goals.  

Culture Index is a strategic advisory firm that works with visionary entrepreneurs, CEOs and business leaders to scale and transform organizations using laser accurate applied analytics instead of instincts.

Seven Facts from Culture Index

1. 80% of problems executives face are due to people.
2. On average, two out of ten employees are intentionally disengaged.
3. People don't quit companies, they quit people.
4. Employee turnover will bleed a business dry.
5. The biggest variable on your P&L is labor.
6. nothing gets done in business without people, so deal with it! You're in a talent war.
7. It takes less than 10 minutes to identify and quantify high potential performers accurately

Top Takeaways

•  Engage: Utilize strategies and tactics to better engage with your existing team, fostering open communication and camaraderie.
• Approach: Look at hiring, on-boarding, motivating, and retaining through a new lens, attracting diverse talent and recognizing exceptional performance.
• Develop: Create a clearer roadmap to swiftly achieve your business goals, setting measurable objectives, and empowering team members with clear roles.

Bio

A second generation contractor and Las Vegas native; Justin cut his teeth digging ditches.  Educated through quality mentors and trial & error, Justin’s natural problem solving identifies the opportunity present within any challenge.  Early in his career these problem-solving instincts and his impatience sent him down the entrepreneurship path resulting in seven start-ups across multiple industry sectors since 2005.  Through successes and failures, Justin has come to value that regardless of the venture, when your people thrive as does the business.  From his perspective, Justin serves his companies, clients, and community through a deliberate people-focused approach delivering results for people and organizations to reach their full respective potential. When Justin is not coaching his business leaders and supporting his clients; he and his wife, Ace, are out volunteering with groups that support education opportunity for local youth. 

Preparation for the Meeting

All members and 3-5 of of your key players within their organizations should complete this survey. The presenter will present results and actionable takeaways on how to make improvements to current business operations. 

Click to take the survey

Contact

Justin Anderson

Executive Advisor

(702) 580-8703

janderson@cultureindex.com

Description

This introductory workshop is built on the foundation of three intersecting and essential foundations for working around justice, equity, diversity, and inclusion (JEDI)— trust, a growth mindset, and cultural fluency. And how we may use each of them to embrace and incorporate JEDI in our personal and professional lives.  Many institutions and businesses value JEDI but encounter barriers such as individual resistance, competing needs, lack of understanding, institutional obstacles, equity fatigue, and the lack of a road map to solutions that can cause a derailment.  We will spend time building trust during this workshop, unpacking cultural fluency, and leaning into a growth mindset. Participants will individually and collectively explore barriers to change and practical and aspirational steps to move forward.

Top Takeaways

• The intersections of trust, a growth mindset, and cultural fluency in amplifying the impact of investment (I.O.I.) for you and your organization. 
• The role of relationship and embodiment in promoting trust, a growth mindset, and cultural fluency for you and your organization. 
• An understanding of where the group currently lands on the continuum of development for intercultural engagement and practical long and short-term strategies for individual and collective evolution.  
  

Bios

Dr. Martha James earned her undergraduate degree from the University of Wisconsin-Madison in Kinesiology, her Master’s in Inquiry Education from Hamline University in St. Paul, Minnesota, and her Doctorate in Critical Pedagogy from the University of St. Thomas in Minneapolis, Minnesota. She is a consultant, researcher, teacher, and leader with nearly 30 years of experience in urban public education. Martha is the CEO and chief strategist for Encore Educational Consulting, an equity-focused boutique consulting firm. Dr. James also serves as an Associate Professor in the School of Education and Urban Studies at Morgan State University in Baltimore, Maryland. Her research agenda focuses on cultural fluency, interdisciplinary teaching, and best practices in professional development. Martha’s most recent publications, “HQPE: Exploring the role of physical education in facing America’s educational debt “(2021) and” It is a Movement, Not a Moment: Utilizing Hope Theory to Situate Kinesiology in the Path for Social Justice” (2021) explore how access to high-quality physical education and recreation are essential in addressing the historical exclusion and contemporary marginalization and are, in and of themselves, acts of antiracism.

Beyond her professorship, Dr. James demonstrates her servant-leadership in various ways. She has served her community as a member of the Baltimore City Board of School Commissioners, Past President of the Maryland Association of Boards of Education, member of the Board of Directors for the Council of the Great City Schools, as the Policy & Resolutions Committee Chair for the Council of Urban Boards of Education and is currently the Vice President of the National Association of Kinesiology in Higher Education. 

Martha has been honored as an Upper Midwest Human Rights Fellow, State Teacher of the Year, National Social Justice and Diversity Teacher of the Year, Joanna Davenport Outstanding Doctoral Research Awardee, a Faculty Diversity Fellow, Dr. Effie H Jones Humanitarian Awardee, NAKHE Outstanding Young Scholar, University of Wisconsin-Madison Baltimore Area Badger of the Year, and in 2020 was named to the Daily Register’s list of Top 100 Women in Maryland. In addition to being an avid wanderer, constant questioner, and prolific idea factory Martha is a proud mother, yogi, reader, and in 2008 she became an Ironman by completing the 140.6-mile course in 14 hours, 9 minutes, and 31 seconds.

Camille O’Bryant, Ph.D. (she, her, hers) is associate dean for student success, welfare and issues of diversity and inclusion in the College of Science and Mathematics and professor of kinesiology in the Department of Kinesiology and Public Health at Cal Poly State University, San Luis Obispo, CA. Dr. O’Bryant’s areas of specialty include sociological and psychological aspects of sport and physical activity and her specific areas of interest are in social justice, gender, and race/ethnicity issues in physical activity and sport. Dr. O'Bryant has published articles and made a variety of scholarly presentations on how race/ethnicity and gender impact socialization into sport-related careers. 

She earned a bachelor’s degree in French Studies at Smith College and a master’s degree of exercise and sport studies at Smith College, After completing her doctoral degree in sport, leisure and somatic studies at the Ohio State University, Dr. O’Bryant served as a member of the Sport and Exercise Studies faculty at Ohio State from 1995 – 1999. She has been a member of the faculty at Cal Poly since 1999 and has served in a variety of leadership roles in professional organizations in higher education. Throughout the past few decades  she has served a vice president for diversity of the National Association for Girls and Women in Sport (NAGWS), co-chair of the social justice and cultural diversity committee and vice president for the National Association for Kinesiology and Physical Education in Higher Education (NAKPEHE), president of the Western Society for Physical Education of College Women (WSPCEW), and president of the National Association for Kinesiology in Higher Education (NAKHE). Dr. O’Bryant has also served as a director on the Alumnae Association of Smith College (AASC) board of directors and as a member of the Smith College Board of Trustees.

Materials

Contact Information 

Hybrid work, done right, will boost your company culture, retention, productivity, innovation, collaboration, cost savings, and risk management. Unfortunately, many leaders rely on traditional office-centric collaboration and management styles in managing hybrid teams. Yet research conclusively demonstrates that, instead of incrementally improving on the old-school office-centric approach, the best outcomes in managing hybrid teams comes from adopting a flexible hybrid-first work model. Doing so results in much higher retention, productivity, engagement, innovation, collaboration, cost savings, connection to company culture, and risk mitigation. A hybrid-first model involves best practices adapted specifically to hybrid work contexts. Such best practices include asynchronous brainstorming, remote co-working, virtual water coolers, weekly performance evaluations, addressing proximity bias, and a culture of "Excellence from Anywhere." This training offers case studies and best practices that you need to most effectively manage hybrid staff and become a true hybrid work leader.

Top Takeaways

• Learn about research on employee preferences and productivity metrics for in-office, hybrid, and remote work.
• Identify where your organization might benefit from adopting hybrid-first best practices to excel in retention and recruitment, boost productivity, re-energize company culture, gain substantial cost savings, and manage a wide variety of risks.
• Assess how your plans for collaboration in the future of work benchmarks to best      practices based on behavioral science research and case studies from forward-looking organizations.
• Develop a plan to adapt these best practices for the future of work to your organization.

Bio

Dr. Gleb Tsipursky helps tech and finance industry executives drive collaboration, innovation, and retention in hybrid work. He serves as the CEO of the boutique future-of-work consultancy Disaster Avoidance Experts, which helps organizations adopt a hybrid-first culture, instead of incrementally improving on the traditional office-centric culture.

He authored the global best-sellers Never Go With Your Gut: How Pioneering Leaders Make the Best Decisions and Avoid Business Disasters (Career Press, 2019) and The Blindspots Between Us: How to Overcome Unconscious Cognitive Bias and Build Better Relationships (New Harbinger, 2020). His new book is Leading Hybrid and Remote Teams: A Manual on Benchmarking to Best Practices for Competitive Advantage(Intentional Insights, 2021). His writing was translated into Chinese, Korean, German, Russian, Polish, Spanish, French, and other languages.

Dr. Tsipursky’s cutting-edge thought leadership was featured in over 650 articles and 550 interviews in prominent venues. These include Harvard Business Review, Fortune, Inc. Magazine, CBS News, Entrepreneur, Scientific American, Psychology Today, The Conversation, Business Insider, Government Executive, The Chronicle of Philanthropy, Time, Fast Company, Boston Globe, New York Daily News, Fox News, USA Today, and elsewhere.

Dr. Tsipursky’s expertise comes from over 20 years of consulting, coaching, speaking, and training on future-proofing, strategic decision making and planning, and cognitive bias risk management. His hundreds of clients include innovative startups, major nonprofits, and Fortune 500 companies from Aflac to Xerox. His expertise also stems from his research background as a behavioral scientist studying decision making and risk management strategy with over 15 years in academia. After getting a PhD at the University of North Carolina at Chapel Hill, he was appointed as a professor at the Ohio State University, publishing dozens of peer-reviewed articles in academic journals such as Behavior and Social Issues and Journal of Social and Political Psychology. 

A proud Ukrainian, Dr. Gleb lives in Columbus, Ohio (Go Bucks!). In his free time, he makes sure to spend abundant quality time with his wife to avoid his personal life turning into a disaster.

Contact Information 

Gleb[at]DisasterAvoidanceExperts[dot]com

https://www.linkedin.com/in/dr-gleb-tsipursky/

614-407-4016

Articles

HBR: What is Proximity Bias and How Can Managers Prevent it

HBR: Why Virtual Brainstorming is Better for Innovation

Fortune: Work From Home Social Capital | Remote Work Best Practices

There are only three competitive advantages: informational, analytical, and behavioral (habits). 

Your advantage is increased by … 

• How quickly and how much information you can absorb, recall, and apply. 
• How you process and interpret that knowledge, accelerating its relevance, usefulness and value.
• What behaviors, habits, disciplines, and attributes you use to drive high-leverage activities and goals professionally, personally, and interpersonally.

From the student who knows (remembers) more to get better grades and access to elite educational and life opportunities; to the employee, manager, key executive, sales professional, or leader who can remain focused consistently on the right actions, core values, and processes that drive enthusiastic loyalty and more sales; to the individual looking to maintain their cognitive edge in the face of information overload or age, a nimble, strong, trained memory is decisive and indispensable.

In this program you will experience a quantum leap in your memory prowess, you will master systems, processes, and habits for increasing competitive advantages for yourself and others, you will build cognitive resilience for a lifetime, and you will discover lasting self-confidence in your ability to remember what you must not forget. 

Simply put, the quality of your life will be improved by the quality of your memory systems and recall habits. Come experience what a powerful memory can do for you … and those you most care about.

Top Takeaways

• Learn 3 Brain Rules that Make Your Memory More Powerful & Accurate
• Master Scott’s Memory Systems for Names, Faces, and Important Facts & Details
• Discover How to Increase Your Memory Capacity and Limit Age-Related Memory Loss 
• Sharpen Recall for Conversations, Numbers, Goals, Schedules, and Commitments
• Extend the Life and Quality of Your Memory with Scott’s Training, Systems, Processes, and Insights 

Bio

The worlds top CEO & Executive organizations—Young Presidents' Organization, Vistage /TEC, and

Entrepreneurs' Organization—have distinguished Scott Bornstein by inviting him to train, inspire, and share his MemoryPower Systems for Sales, Performance & Profits with more than 25,000 of their members. Since 1988, he has trained more than 100,000 CEO’s, professionals, salespeople and students in 52 countries.

Scott Bornstein is renowned for his exclusive MemoryPower systems and astounding demonstrations of memory and recall. Audiences are absolutely amazed at the powerful results his systems and insights produce, and his systematic memory training processes are universally effective. Scott Bornstein is especially effective in helping companies and organizations drill-down knowledge they want their sales teams, key executives, and front-line employees to remember.

Scott Bornstein has developed customized programs that deliver high-impact and professional skills

training to executives and their workforce, customer service and names/faces systems to the sales &

hospitality industry, MemoryPower to Lawyers, health and accounting professionals for CEU certifications, and academic and SAT test-taking success to students of all ages. Scott has appeared on radio and TV and in newspaper stories, has by-lined articles and written books, as well as produced audio, DVD, and online training materials used by tens-of-thousands worldwide.

From Harvard Business School OPM alumni to Franklin Templeton Securities analysts, Cognos and Beckman Coulter sales people to Starwood Resorts & Accor Hotels GM’s, from fund managers at Fidelity, HSBC, and Morgan Stanley for CLSA to Legal and Medical Professionals, from CEO's and managers to educators and students in twenty states and five countries, everyone who experiences Scott Bornstein walks away enthralled, confident, and able to harness their MemoryPower for immediate gains and a lifetime of success.

Materials

Workshop Handout

Post-Workshop Handout

Contact Information

Scott Bornstein

Chief Memory Training Expert

MemoryPower of Sales, Performance & Profits

22751 Sweetmeadow

Mission Viejo, CA 92692

bornstein@memorypower.com

memorypower.com

https://www.linkedin.com/in/memorypower/

Description

Recruiting and retaining top talent is more difficult today than it ever has been. Strong candidates can choose where they want to work – and it falls on you to prove that your organization is a place they want to be. Your employer brand is your company’s ability to differentiate itself from the competition – it’s your chance to tell your story to potential employees. But the truth is that we spend a lot more time marketing our companies to potential customers than we do thinking about how to market to the people who will help us serve those customers.

In this hands-on workshop, we’ll work on crafting an authentic employer brand, and explore the digital tools and tactics that will help you get in front of the right candidates (both active and passive searchers), draw them into a relationship, and ultimately get your offer accepted over the competition.

Top Takeaways

• The elements of an effective employer brand – it starts with your current employees and should factor into every business decision you make.
• Why every touchpoint you have with a candidate matters – whether you hire them or not. (And even more so if you don’t hire them!)
• Why recruiting and retention are inextricably linked in the digital world, and you can’t succeed in either without making both a priority.
• How to use social media to find and engage better candidates – and help them make an emotional connection with your company.

Bio

Katie Wagner spent 15 years as a television and radio journalist, working for news outlets all over the world, including ABC, CBS, Fox, CNN & National Public Radio. As a professional storyteller, Katie knows how to engage an audience and build credibility, and she believes those skills are just as valuable for business owners as they are for journalists.

Today, Katie owns a full-service digital marketing agency made up of journalists like herself. The agency, KWSM, specializes in lead generation, content creation, social media management, digital advertising and website design. They work with clients like Mitsubishi, Anthem Blue Cross, F45 Fitness Studios, Rakuten, Caesar’s Entertainment, Lorna Jane Active Wear, and small to mid-sized companies across the country. KWSM has offices in Orange Country, CA, San Diego, CA, Atlanta, GA and Las Vegas, NV.

Katie also works as a consultant, helping businesses integrate digital marketing into their traditional marketing plans. She is a popular speaker, and regularly gives keynote presentations and leads workshops and breakout sessions for both corporate and small business audiences.

Katie lives in San Diego, CA with her husband and their 5 rescue dogs.

Materials

Coming soon

Contact Information

katie@kwsmdigital.com

949-436-5173

https://www.linkedin.com/in/kwsocialmedia/

For all workers today, and Millennials and Gen Z workers perhaps in particular, wanting justice and dignity in the workplace is paramount. Are those just lofty goals, or can that urge translate into making your company more profitable? The reality is that employee productivity isn’t just a matter of heads and hands. Emotion and motivation have the same root word in Latin: movere, to move, to make something happen. Engage the heart and lift people’s spirits, and great things can happen. To realize such potential, however, requires a skill rarely taught in business school: emotional intelligence (EQ), applied to practical matters like how people get hired, oriented, managed, and allowed to interact. Teamwork collaboration is the new norm, but that doesn’t mean companies do it well—and now remote and hybrid work models add to the strain. The key is as simple as it is dramatic: allow for more democracy-in-action at work, enabling employees to put the whole measure of their abilities into the job without being limited by half-hearted, slacker colleagues or tyrannical managers.  

Top Takeaways

• In an economy where innovation is vital, what qualities should you be focused on in seeking new hires?
• Why are teams and meetings like a bad joke with no punch line? Learn the guidelines for improving team chemistry and input.
• Why is it that “empowerment” usually means next-to-nothing, and how can it become a meaningful term at last?

Dan Hill, PhD, specializes in analyzing emotional dynamics, facial expressions, and personality traits. He pioneered the use of facial coding in business and has 7 U.S. patents related to scoring methods for the tool The Economist has dubbed part of the emerging "facial-industrial complex" of AI technology that will transform the world. For the past 20+ years Dan's company, Sensory Logic, has used facial coding to capture and quantify emotional responses in conducting market research and consulting for more than 50% of the world's top 100 B2C companies. Dan has been a keynote speaker at conferences in over 25 countries and has appeared on NBC's "The Today Show," ABC's "Good Morning, America," CNN, Fox, MSNBC, PBS, CNBC, ESPN, and Tennis Channel. In print, media coverage has ranged from a front-page profile in The New York Times to The Wall Street Journal, USA Today, China Forbes, Fast Company, Politico, and Cosmo. Dan’s the author of 9 books, including Emotionomics, which features a foreword by The Simpsons co-creator Sam Simon and was chosen by Advertising Age as a top ten must-read.

https://www.sensorylogic.com/

Description

Company Culture is a critical driver for company performance and is often overlooked and misunderstood. Creating the right culture is an intentional and meaningful process – for you, your employees, your clients, and your company brand.  Building, assessing, and cultivating a positive, resilient culture is a strategic imperative for business owners/leaders. 

Top Takeaways

• Understand what your company culture is and how it impacts your business (ROI) 
• Understand the important intersection between your company culture and brand 
• Learn ways to assess your culture, both internally and externally 
• Learn specific approaches and techniques to help you build and reinforce a strong, performance-based culture  

Bio

Sara LaForest, Leadership Coach and Organizational Consultant. 

Sara is the owner and principal of LaForest Coaching and Consulting.  She works nationally as a consultant and coach and has nearly two decades of experience in private, nonprofit, education, and government sectors.   

Sara earned her bachelor’s and master’s degrees in psychology, with additional graduate studies in adult education.  Continuing education has focused in the areas of health/ well-being, transition, executive and entrepreneurial coaching and training.  

Sara specializes in team alignment and partnership dynamics, organizational development and leadership, and executive and performance coaching. She served as an adjunct instructor, national trainer, and is a co-author. She currently serves as a business consultant for California Polytechnic University Center for Innovation and Entrepreneurship (CIE) & Small Business Development Center (SBDC).  

Sara and her husband, Robert Shipe, live on the Central Coast with their two doodle pups and two kitties. They share a love of nature, international travel, dance, great friends and food.  

Materials

Contact Information

Call/Text: (805) 710-3066

Email: sara@laforestconsulting.com

Description

In this workshop participants will discuss why feedback is so often avoided or delivered poorly, explore some tools for providing feedback more successfully, and then take some time to apply this knowledge to situations specific to them. The workshop's goal is for participants to not only leave ready to engage in better feedback right away, but also have some tools to receive better feedback for themselves. 

At the end of this workshop participants will have:

• An understanding of why and how feedback is so often delivered poorly (or not delivered at all)
• A recognition of what needs to be present for feedback to be more effective
• The skills to be able to give more effective feedback 

Top Takeaways

• Feedback is one of the primary tools needed to lead effectively
• Feedback is necessary for personal growth
• They can and should give and get feedback that results in better results and better relationships

Bio

After a 30-year career as a restaurant manager and owner, Eric attained an MBA and MA from Missouri State University and a PhD in Organizational Communication from UCSB. His research interest focused on team dynamics, leadership, and relationships in the workplace.

He currently teaches in the Department of Technology Management at UCSB, working with both undergraduate and graduate students on entrepreneurship, management, leadership, strategy, communication, and persuasion as well as teaching for the MBA program at California Lutheran University where he teaches Organizational Behavior and Sustainable Business Practices.

As  a consultant, Eric works with a wide range of organizations on leadership development, team building, and strategy, as well as with small businesses tackling challenges such as market-validating a business idea to assessing how to expand to multiple locations. Eric is also a regular presenter on LinkedIn Learning.

Materials

Coming soon

Contact Information

www.idiusinc.com

www.effectivenessconsultants.com

email: ejzackrison@gmail.com

office: 805-770-2659

mobile: 417-343-1970

In this half-day workshop, Kaitlin will take us through a deep dive of the core concepts of FairPlay, a system created by her colleague and New York Times Best Selling Author, Eve Rodsky. Through use of personal and clinical stories as well as guided exercises you’ll walk away from this workshop with a better understanding of how your current system could work smoother and more fairly so both you and your partner can have more time and space to pursue a life you want to live. Leading with compassion and practicality, you will learn to use your leadership skills to start treating your home like the most important organization you are a part of- because it truly is.

Top Takeaways

• A strong understanding of the FairPlay System and how it can help you and your partner feel more supported and free!
• Understanding the barriers that get in the way of implementing a more equitable system and how to troubleshoot when unhelpful narrative and life (inevitably) get in the way.
• Putting the FairPlay System to practice and receive all the benefits it has in store for you and your partner including more time, freedom, and opportunity to pursue a life you feel passionate about. 

Materials

Kaitlin’s Book

Articles

About Fair Play and The Card System

The Definition of “Emotional Labor” Has Changed. Don’t Fight It

I’m So Sick of Mom’s Work Being Invisible

Bio

Kaitlin Soule specializes in women’s mental health, anxiety and modern parenting. Kaitlin identifies as a relatable therapist, an imperfect mom to three, and author of the newly released book, A Little Less   of A Hot Mess. Through her work, Kaitlin empowers modern women and elevates mental health conversations so women can stop abandoning themselves, take agency over their life, and thrive at home, at work, and beyond.

Even as a therapist, like many moms, Kaitlin found herself drowning under the invisible load of motherhood, until a miscarriage in a car gave her the epiphany that she needed to STOP abandoning herself. 

Kaitlin wrote A Little Less of a Hot Mess: The Modern Mom's Guide to Growth and Evolution, to invite women to reclaim their identity with a practical framework called imperfect growth and evolution™. In efforts to bring dialogue  around mental health and growth to everyday women, Kaitlin hosts a podcast called, “A little Less of A Hot Mess: Off The Couch Conversation With a Therapist.” She frequently contributes to the media as an expert and a writer and has been published in the NY Post, Washington Post, Parents, Scary Mommy, Oxygen, Psych Central, TLC and more.

Contact Information

Email: kaitlin@wellnotesbykaitlin.com

Website: www.kaitlinsoule.org 

Follow Kaitlin on Instagram

Linkedin

If you want to be remembered long after you’ve left the room, it starts by getting out of your head. Kymberlee Weil will help you develop your ability to communicate more effectively by employing skills learned by…playing! Using tools and techniques based on the principles of improvisation (comedy without a script), you’ll be able to level up your confidence and leave a lasting impression. There’s an Improv performer inside all of us. Let’s play. 

Top Takeaways

• Enhanced Communication Skills: Leaders participating in the workshop can anticipate improved communication skills through improvisation techniques. This will enhance their public speaking abilities and interpersonal dialogue, making every interaction more      engaging and effective.
• Boosted Confidence: The workshop is designed to significantly boost confidence, especially in public speaking and leadership scenarios. By engaging in playful, improvisational activities, participants can expect to feel more assured when navigating unanticipated situations in their professional environments.
• Greater Presence and Impact: The ability to be remembered long after you've left the room is a potent attribute for any professional. This workshop will equip participants with strategies for making a lasting impression in everything from delivering presentations to conducting meetings or networking events.
• Adaptability and Quick-Thinking: For leaders, thinking on one's feet and adapting to changing circumstances is vital. The principles of improvisation taught in this workshop will help attendees develop the ability to think swiftly, make sharp decisions, and handle unforeseen situations with grace and composure.
• Unlocking Creativity: Engaging with improvisation and play is known to stimulate creative thinking. Through the exercises in this workshop, participants can expect to unlock new levels of creativity, fostering innovation in their roles and benefiting their respective      organizations.

Bio

Crushing it. Two words with unlimited  potential of possibility. That describes the life path for Kymberlee  Weil. How else could one possibly explain a person who holds the distinction of NCAA Woman of the Year, 4th Degree Master Level Black Belt, MBA educated, Author of two books on technology, Founder of an award-winning software company, Winner of both The Association for Women in Communication’s Women of Achievement Award and The Spirit of  Entrepreneurship Award for Professional Services, Trainer of hundreds of TEDx speakers, Improv Comedy performer and Instructor, International  Speaker and creator of Storytelling School, specializing in High-Stakes Short-Form Storytelling to help thought  leaders expand their influence…and we’re just getting started!

Kymberlee’s  determination to defy her own barriers fused with her unique combination of Storytelling, Spontaneity, and Strategy has resulted in a powerful communication approach that has drawn the likes of CEOs, Celebrities, High Net-Worth Individuals, Influencers and Entrepreneurs the world over.

Contact Information

Website: Storytelling School

Podcast: Storytelling School Podcast

IG: Instagram

Business is more challenging every year with increasing competition, changing regulations and evolving technology. The most successful organizations develop, and continually update, two important initiatives: their unique strategic plan and their own succession plan.

Every leader is faced with the same challenge: how do we plan for, and achieve, the best future for our organization? The answer is to develop the best and brightest people from within over time by using a proven, systematic approach. A succession plan is the “people” side of your future success. The organization’s best future depends on this.

Does this sound like a leadership development program? Yes, it does & it should, as this is the backbone of the program. Innovative, leading-edge organizations know that to reach their goals, beat their competition & be able to sustain this year after year, they must identify and develop tomorrow’s leaders today.

In our Succession Planning Systems™ discussion, you will find the answer, using a proven process that has been successfully implemented in top organizations across the globe.

Top Takeaways

• The SPSTM Roadmap
• GAP analysis tool
• Development tools
• B.A.S.K.E.T. template

Book

THE Book on…Business from A to Z: The 260 Most Important Answers You Need to Know

Articles

Three Keys to and Effective Succession Planning Strategy

Bio

Daniel Feiman, MBA, CMC, Founder and Managing Director of Built It Backwards, brings over three decades of experience in consulting and training to his clients. Before founding Build It Backwards℠, he has spent more than 18 years in both traditional and nontraditional banking, where he developed his skills in commercial lending. As an internationally recognized speaker and trainer, Mr. Feiman has developed and presented hundreds of successful seminars, training programs and educational courses to thousands of attendees around the world with topics covering all aspects of strategy, finance and leadership.

He has published whitepapers, articles, SlideShare presentations, YouTube videos and books on strategy, finance and leadership. His 3rd book in the Build It Backwards℠ series (THE Book on…Business from A to Z: The 260 Most Important Answers You Need to Know), was nominated for a Thought Leader of the Year award by the AM&AA & selected as a Finalist for a Global eBook of the Year Award. He has been quoted in The New York Times, The Los Angeles Times, American Bankers Association Journal, and Beverly Hills Business, just to name a few. Mr. Feiman has also contributed to books on strategic planning and career outplacement.

Mr. Feiman earned his Bachelor of Arts degree in Sociology from California State University, Northridge and his Master of Business Administration from Pepperdine University. He received his certificate from the UCLA Instructor Development Program, taught for 25 years as adjunct faculty at UCLA Extension’s Department of Business and Management, was The Visiting Professor in the University of Huddersfield’s (UK) Business School as well as being a Certified Management Consultant (CMC©).*

*(Certified Management Consultant) is the certification mark awarded by the Institute of Management Consultants USA and represents meeting the highest global standards and ethical canons of the profession. Fewer than 1% of all consultants have achieved this level of excellence.

Contact Information

DanielFeiman@BuildItBackwards.com

https://www.builditbackwards.com/

https://www.linkedin.com/in/danielfeimanbuilditbackwards1/  

LinkedIn

An organization without a strategy is like a ship without a rudder. How can organizations continue to provide exceptional value to stakeholders and customers if they are not clear on where they are heading and how they will get there? The answer is they can't. 

This is where the role of strategy becomes essential. Strategy is about setting ambitious goals, understanding the surrounding current and future environment and providing a sense of direction for the organization.

In this 90-minute presentation, we will cover the steps of the strategy management process, starting with the 'thinking' components of strategy, moving into the 'planning' components and ending with 'doing'. By the end, participants will be able to implement or improve the strategic process in their organizations to reach their vision and achieve their mission.

Top Takeaways

• Apply strategic thinking to analyze your organization’s current situation and future direction.
• Leverage this to develop your Vision, Mission & Values
• Employ the strategic planning process to create a unique strategic plan
• Decide on your SMART Goals (Long, Medium & Short)
• Create specific action plans to achieve these goals. 

Book

THE Book on…Business from A to Z: The 260 Most Important Answers You Need to Know

Articles

How to Make Business Plans During Unpredictable Times  

Five Strategies to Help you Sell Services to Businesses 

How to Recession-Proof Your Business 

Bio

Daniel Feiman, MBA, CMC, Founder and Managing Director of Built It Backwards, brings over three decades of experience in consulting and training to his clients. Before founding Build It Backwards℠, he has spent more than 18 years in both traditional and nontraditional banking, where he developed his skills in commercial lending. As an internationally recognized speaker and trainer, Mr. Feiman has developed and presented hundreds of successful seminars, training programs and educational courses to thousands of attendees around the world with topics covering all aspects of strategy, finance and leadership.

He has published whitepapers, articles, SlideShare presentations, YouTube videos and books on strategy, finance and leadership. His 3rd book in the Build It Backwards℠ series (THE Book on…Business from A to Z: The 260 Most Important Answers You Need to Know), was nominated for a Thought Leader of the Year award by the AM&AA & selected as a Finalist for a Global eBook of the Year Award. He has been quoted in The New York Times, The Los Angeles Times, American Bankers Association Journal, and Beverly Hills Business, just to name a few. Mr. Feiman has also contributed to books on strategic planning and career outplacement.

Mr. Feiman earned his Bachelor of Arts degree in Sociology from California State University, Northridge and his Master of Business Administration from Pepperdine University. He received his certificate from the UCLA Instructor Development Program, taught for 25 years as adjunct faculty at UCLA Extension’s Department of Business and Management, was The Visiting Professor in the University of Huddersfield’s (UK) Business School as well as being a Certified Management Consultant (CMC©).*

*(Certified Management Consultant) is the certification mark awarded by the Institute of Management Consultants USA and represents meeting the highest global standards and ethical canons of the profession. Fewer than 1% of all consultants have achieved this level of excellence.

Contact Information

DanielFeiman@BuildItBackwards.com

https://www.builditbackwards.com/

https://www.linkedin.com/in/danielfeimanbuilditbackwards1/  

LinkedIn

Financial innovation is the process of creating new financial products, services, or processes. Alternatively, for you and me, it is using little-known, but effective, financial tools to find critical answers otherwise not obvious.  

In this 90-minute interactive presentation, we will review several of the most important, and surprisingly easiest, innovative financial tools around today. Once you know how to calculate them, you will learn how to use them to make optimal decisions. 

Top Takeaways

• Z-Score (probability of bankruptcy)
• DuPont Analysis (what really is the ROE?)
• Cash vs. Operating cycles to determine where your cash is
• M-Score (earnings manipulation)

Book

THE Book on…Business from A to Z: The 260 Most Important Answers You Need to Know

Articles

 Growth vs. Working Capital: How to Know Which Is Right for You  

 Why Are So Many Americans Lax on Financial Literacy?  

 What is Financial Modeling and Why Should Your Small Business Use It? 

Bio

Daniel Feiman, MBA, CMC, Founder and Managing Director of Built It Backwards, brings over three decades of experience in consulting and training to his clients. Before founding Build It Backwards℠, he has spent more than 18 years in both traditional and nontraditional banking, where he developed his skills in commercial lending. As an internationally recognized speaker and trainer, Mr. Feiman has developed and presented hundreds of successful seminars, training programs and educational courses to thousands of attendees around the world with topics covering all aspects of strategy, finance and leadership.

He has published whitepapers, articles, SlideShare presentations, YouTube videos and books on strategy, finance and leadership. His 3rd book in the Build It Backwards℠ series (THE Book on…Business from A to Z: The 260 Most Important Answers You Need to Know), was nominated for a Thought Leader of the Year award by the AM&AA & selected as a Finalist for a Global eBook of the Year Award. He has been quoted in The New York Times, The Los Angeles Times, American Bankers Association Journal, and Beverly Hills Business, just to name a few. Mr. Feiman has also contributed to books on strategic planning and career outplacement.

Mr. Feiman earned his Bachelor of Arts degree in Sociology from California State University, Northridge and his Master of Business Administration from Pepperdine University. He received his certificate from the UCLA Instructor Development Program, taught for 25 years as adjunct faculty at UCLA Extension’s Department of Business and Management, was The Visiting Professor in the University of Huddersfield’s (UK) Business School as well as being a Certified Management Consultant (CMC©).*

*(Certified Management Consultant) is the certification mark awarded by the Institute of Management Consultants USA and represents meeting the highest global standards and ethical canons of the profession. Fewer than 1% of all consultants have achieved this level of excellence.

Contact Information

DanielFeiman@BuildItBackwards.com

https://www.builditbackwards.com/

https://www.linkedin.com/in/danielfeimanbuilditbackwards1/  

LinkedIn