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IMCAZ May Breakfast Meeting - Keys to a Successful Client Engagement
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When: 5/14/2010
7:15 AM
Where: The University Club
39 East Monte Vista Road
Phoenix, Arizona  85004
United States
Contact: Mike Jordan

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Keys to a Successful Client Engagement

May 14, 2010

Meeting Location
University Club of Phoenix
39 East Monte Vista Road
Phoenix, Arizona 85004

7:15 – 8:00 am:
Registration and Breakfast

8:00 – 8:30 am:
Case Study Exercise

8:30 – 9:15 am:
Main Presentation

9:15 – 9:30 am:

9:30 – 10:00 am:
Questions and Answers

You know how you start up a new account and build future opportunities, but don’t you often wonder how another consultant would approach the same situations? Have you ever wished you could have said something differently to avoid conflict with a client or create a better outcome for an engagement?

The key success factors to a consulting engagement can easily be taken for granted. But are you being as successful as you could be with your clients? Are you reaching beyond the boundaries to cover all aspects of a consultant/business relationship?

Join IMCAZ on May 14th as Jim Soudriette and Tom Funk face off to re-enact the real-world encounters in their consulting careers. Bring your toughest challenges to this interactive meeting where you will find new ways to approach getting, keeping and creating future business all while applying the CMC Code of Ethics and Body of Knowledge.

Jim and Tom will discuss real-world experiences involving client encounters as they relate to many areas of interest including:

• True definition of the problem that really needs fixed
• Principles and practice, engagement vs disengagement
• Past consulting experiences and levels of satisfaction
• Authority: who really makes the client’s decisions
• Assessing the engagement from the consultant’s perspective
• How should you handle unexpected issues? Get help?
• Understand expectations vs Set Expectations
• Real justification of time and expenses
• Client organization and politics
• Financial realities and implications
• Supplier and sub-contractor relationships
• Customer service
• Communication
• Significance of referrals and credentials
• How should you look? Act?
• Surprises and your reaction

No matter how seasoned your consulting experience is, with such an in-depth look at various consulting experiences, you are sure to leave this meeting with new ideas on dealing with your engagements.

Join us for a lively discussion relevant to all types of consulting engagements and all types of clients. Argue with us, challenge us, and help us all improve on the work we do.

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