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IMC DFW Practice Development Workshop #3 - Legal Issues of Consulting
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IMC Dallas/Fort Worth

Practice Development Workshop

 

Last presented:
March 4, 2009

Next scheduled:
March 2, 2011

Legal Issues of Consulting
 

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 has over 30 years experience working with rapidly growing and early stage businesses, as well as with more established firms. A Certified Financial Consultant and Certified Management Accountant, he is skilled in the areas of corporate finance, strategic planning, mergers & acquisition, business and financial planning, financing, budgeting, cost accounting, and many more.

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 3 of 24
Successful Consulting
Why clients engage; aligning to market needs
Laying The Foundation Defining your services
Legal Issues of Consulting Sole Proprietorship, Partnership, LLC, Corp.
Expanding Your Consultancy Partners; Subcontractors; Virtual Partners; Joint Ventures
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, web presence; 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 Selling to large corporations & senior buyers
Managing Clients' Expectations Initial rapport; expectations; resolving scope conflicts
Managing Your Resources Effectively using your time, finances and energy
Improving Your Strategic Agility How to seize an opportunity to interest a buyer
Writing & Publishing for Success Writing case studies & articles; book publishing
Effective Client Analysis Profiling; client management; referral requests
Asset Based Consulting Practice Building assets; productizing; valuing for resale
How to Become A CMC Process; certification requirements
The IMC Code of Ethics II Integrity; confidentiality; conflicts of interest

LEARN,
STAY CURRENT,
EXCHANGE IDEAS,
SHARE YOUR
EXPERTISE

We invite you to join us if you are new to the consulting business, wanting to learn how to effectively ramp up your practice, an established consultant, looking to stay current with state-of-the-art methods and to exchange ideas about new practices, or an experienced practitioner, willing to share your expertise on how to maximize your consulting success.

The Practice Development Workshop series is designed to cover all aspects of managing a successful consulting practice. You can attend only some of the workshops or join us for the whole series

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Message from the Chair
Angela Dingle CMC2016 IMC USA Distinguished Service Award Recipient
Loraine A. Huchler CMC FIMC2016 IMC Fellow Award Recipient
Gayle Carson CMC CSP FIMC2016 IMC Fellow Award Recipient