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IMC Philly - Selling Retainer-Based Consulting Engagements
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When: 11/18/2011
Where: Plymouth Country Club
888 Plymouth Road
Plymouth Meeting, Pennsylvania  19462
United States

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Buzz Session:  Selling Retainer-Based Consulting Engagements


IMC Philly Breakfast Meeting

November 18, 2011



Lawyers do it, other consultants do it . . .so why don’t you build a revenue stream with retainer-based engagements?


In this interactive "buzz session" we will explore the opportunities and pitfalls of retainer-based consulting engagements, including

·              What clients should you target?

·              How to make a convincing proposal?

·              How to manage the client’s expectations?

·              How to price?

·              What can go wrong (and how to deal with it)?


Please bring your experience in developing retainer-based engagements.  If you wish to share such an experience during the session, please email a short summary in advance of the program to the facilitator at



George Millward is Managing Director at The Kafafian Group, Inc. ("TKG”), which specializes in consulting to the community banking industry.  He is also currently President of IMC-Philly.  His engagements range across assisting the formation of start-up banks and investment companies, advising on business strategy for high performing companies, leading process change efforts, advising on financial management, and fixing troubled businesses (sometimes leading as Interim CEO).  Prior to joining TKG he ran a solo consulting practice for 9 years, also working with community banks.  George has served as an executive for both a start-up bank and a well-established Mid-Atlantic area regional bank.  He was previously a member of two "Big 4” consultancies as consultant, manager and director of consulting services.

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