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IMC DFW Practice Development Workshop - Legal Issues for Consultants - March 2, 2011
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3/2/2011
When: March 2, 2010
7:15-7:30 am Networking, 7:30-9:00 Program
Where: Telos Club, Parthenon Conference Room
13701 Dallas Pkwy
Dallas, Texas  75240
United States
Contact: Ian Birch


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Dallas / Fort Worth Chapter
Practice Development Workshop

Legal Issues for Consultants
 

Workshop Focus
Learn from experts, stay current, exchange ideas, and share your expertise.


Many consultants are Sole Proprietors. When asked why they chose this legal status, quite a few of them admit that they lacked a good understanding of options and factors to consider when making the decision. Nevertheless, choosing the right legal structure is an essential decision for everyone in the profession. Legal aspects, tax implications, and other factors must be carefully considered and should be revisited whenever regulations change.

This month's workshop is a great opportunity to discuss the current risks and merits associated with various legal structures:

  • Sole proprietorship
  • Partnership
  • Limited Liability Company (LLC)
  • S- and C-Corporation

Workshop Facilitator - Jack Jennings

Jack Jennings

Jack Jennings has over 30 years experience working with medium-sized, rapidly growing, and early stage businesses, as well as with larger more established firms. He has extensive experience in strategic planning, mergers and acquisitions, and financial analysis. He is also experienced in financially troubled and turnaround situations.

Mr. Jennings earned his Master of Business Administration from the University of Dallas and his Bachelor of Science in Industrial Engineering from Texas A&M University.

He holds the following professional certifications: Certified Financial Consultant, Certified in Financial Management, Certified Management Accountant, and Registered Professional Engineer (Texas). He is a Fellow in the Institute of Financial Consultants.

TIME / RESERVATIONS
Networking: 7:15 - 7:30 am
Program: 7:30 - 9:00 am
Cost per session: $25 for members, $35 for non-members 
$10 discount for registration 2 or more business days in advance
(includes continental breakfast; please bring cash or check)
 

PRACTICE DEVELOPMENT WORKSHOP CURRICULUM
 
 
Session 2 of 24
Successful Consulting
Why clients engage; aligning to market needs
Laying The Foundation Defining your services; Mission and value proposition
Legal Issues of Consulting The right legal structure; IP aspects; contracts
Expanding Your Consultancy Partners; subcontractors; virtual company; JVs
Creating Value for Clients Value; fair pricing; 'selling' your pricing
Marketing Your Consultancy I Client & market segmentation; identifying prospects
Marketing Your Consultancy II Brand building and consistent marketing strategy
Marketing Your Consultancy III Collateral, newsletter, budgets
Marketing Your Consultancy IV Networking and referrals; professional memberships
Marketing Through the Web Websites & search engines; blogging
Attention Grabbing Communications Speaking; press releases; media coverage
The IMC Code of Ethics I Integrity; confidentiality; conflicts of interest; etc.
Consulting Contracts & Proposals Roles; winning proposals; legal aspects
Selling Consulting Services I Economic buyers; selling process; cold calls
Selling Consulting Services II Closing the deal; dealing with problem clients
Selling Consulting Services III How to sell to large corporations & senior buyers
Managing Clients' Expectations Initial rapport; expectations; resolving scope conflicts
Managing Your Resources Effectively using your time, finances and energy
Expanding Your Consultancy Partners; subcontractors; virtual company; JVs
Improving Your Strategic Agility How to seize an opportunity to interest a buyer
Writing & Publishing For Success Writing case studies & articles; publishing books
Effective Client Analysis Profiling; client base management; referral requests
Asset Based Consulting Practice Building assets; productizing; valuing for resale
How to Become A CMC Process; certification requirements

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Angela Dingle CMC2016 IMC USA Distinguished Service Award Recipient
Loraine A. Huchler CMC FIMC2016 IMC Fellow Award Recipient