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IMC SoCal - Orange County Chapter Breakfast, December 2012
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Engagement Letters: Laying the Foundation for a Consulting Project

When: Thursday, December 13, 2012
7:00-9:00 AM
Where: Mimi's Cafe
4030 Barranca Parkway
Irvine, California  92604
United States
Contact: Harald Weiss

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IMC Orange County
Don't miss our December 13, 2012 Orange County Breakfast!
Thursday, December 13, 2012
Mimi's Café, Irvine, 7:00 to 9:00 a.m.


Good Location, New Expanded Menu, Easy Parking: Mimi's Café in Irvine!
Mimi's Café is located at 4030 Barranca Pkwy, Irvine, CA 92604, at the southwest corner of Culver & Barranca, 1-1/2 miles north on Culver from I-405.
Driving north on Culver, turn right on Barranca, then into Mimi's free parking lot. You will love our private meeting room with big windows.

$10 for IMC members, $20 for non-members. This includes any choice from the expanded IMC hot breakfast menu, tax and tip included.

Via email to Harald Weiss,


All are welcome to our events, not just IMC members. We strive to provide practical practice building skills for self-employed consultants in all specialties, and to foster networking in a supportive environment.


About IMC Orange County

IMC OC is the Orange County Chapter of the Institute of Management Consultants (IMC USA), the national accrediting organization for management consultants. In addition to providing a wide range of benefits to management consultants, IMC awards the prestigious CMC (Certified Management Consultant) certification mark.

Engagement Letters:
Laying the Foundation for a Consulting Project

Jerry Savin, CEO of Cambridge Technology Consulting Group


Win a consulting engagement, then what? Typically our next step is to write an engagement letter, a document that describes our consulting services to the client. What should this document contain? Are there things we might decide not to include? Is this a "legal” document? Does it establish an appropriate foundation for our services? There are a wealth of questions that need to be answered about these letters.

Join us on Thursday, December 13, to learn more about successful engagement letters. Our presenter will be Jerry Savin, who has 30 years of experience in consulting and has held the highest positions of the Institute of Management Consultants (IMC) at the chapter, national and international levels. Topics to be covered will include:

  • What to include and what to leave out
  • Consultants expectations of our clients
  • Clients expectations of their consultants
  • Different arrangements to consider
  • And a lot more...

All are welcome, not just IMC members. This will not only be a great learning experience about engagement letters, but also an opportunity for you to network with consultants and other self-employed professionals in the Greater Orange County area. Bring your questions on how to define successful consulting engagements.

About Jerry Savin, CEO of Cambridge Technology Consulting 

Jerry Savin, CEO of Cambridge Technology Consulting Group, Inc., specializes in Enterprise Business Software (ERP), Business Intelligence and Data Management, Regulatory IT Compliance, and Litigation Support for disputes involving ERP systems. He founded Cambridge Technology in 1985 after serving as a Senior Manager in the Management Consulting Divisions of KPMG Peat Marwick and Laventhol & Horwath. He was also a Chief Operating Officer for two medical groups, Manager for the Cedars Sinai Medical Center, and a practicing Marriage and Family Counselor. He is a Fellow of the Institute of Management Consultants (FIMC), a Certified Management Consultant (CMC), a Certified Public Accountant (CPA), and was formerly a Certified Information Technology Professional (CITP). He has served as President of the IMC SoCal Chapter, as Chairman Institute of Management Consultants USA (IMC USA), and as the Lead Trustee of IMC USA to the International Council of Management Consulting Institutes (ICMCI). He also teaches courses on ERP Systems, IT Compliance, and Management Consulting at UCLA Extension.




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