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ConsultCon 2019
Dallas
Oct. 4-6

ConsultCon 2019 Program

 

Friday, October 4

 5:00 PM - 6:30 PM - Opening Keynote Speaker Alan Weiss, "How To Double Your Business With Half The Effort"

 

Alan Weiss is one of those rare people who can say he is a consultant, speaker, and author and mean it. His consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. He has served on the boards of directors of the Trinity Repertory Company, a Tony-Award-winning New England regional theater, Festival Ballet, and chaired the Newport International Film Festival.











Saturday, October 5

8:00 AM - 9:30 AM - "The Pit Stop - Open Space Technology" General Session


Open Space Technology is a participant driven, moderated & interactive discussion among small groups to share insights, best practices, tips, trends and experiences about consulting in today's business climate. Each group prepares a summary and then reports their observations to all attendees. The conference will set aside space "Spare Parts" breakout session to allow these discussion groups to continue throughout the meeting.

Attendees will learn about Open Space Technology, including the four principles and the one law of Open Space. You will have the opportunity to present the topic or issue that is of interest to you, hear other attendees' topics and issues, and participate in discussions in this session as well as throughout the conference in the Breakout Sessions called “Spare Parts.”

Moderator Jennifer Beever CMC
Jennifer “Jen” Beever learned about Open Space Technology in an IMC USA Conference called Confab, when former IMC USA Chair and FIMC E. Michael Shays facilitated an Open Space Technology session. She was so enamored of the process and its benefits, she produced it at the Association of Strategic Planning where she served as Programs Chair.

Jen is a Business to Business Marketing Consultant and the first to coin the title “CMO for Hire” in 2005. She taught Ethics in Advertising and Marketing and the capstone Strategic Marketing course in UCLA Extension’s Marketing Certificate Program. She also taught Marketing Entrepreneurial Ventures in Pepperdine University’s Graziadio School of Business and Management graduate program. Jen is a past president of IMC SoCal and ASP Los Angeles, served on the IMC USA Confab Conference committee as Marketing Chair and currently serves IMC USA as VP Marketing, successfully leading IMC USA’s Re-Brand Sprint Team and carrying the baton for the Website Update Team over the finish line on January 1, 2019.



10:00 AM - 11:00 AM - Keynote Speaker Dave Copps, "The Promise And Possibility Of Artificial Intelligence"

Dave is known locally and internationally as a futurist, technologist and visionary on the role that emerging technologies will play in transforming markets and the world. Dave has founded, launched and sold two technology companies that have placed machine learning and artificial intelligence in hundreds of companies around the world. In 2017 Dave was recognized as Emerging Company CEO of the Year in Texas while serving as CEO of Brainspace Corporation which was acquired by Cyxtera in 2017.


Dave received his BA from the University of North Texas. He is an invited member of the Aspen Institute’s Roundtable on AI, a frequent speaker at MIT’s EmTech conferences as well as universities and technology incubators all over the world including Capital Factory, Health Wildcatters and the Dallas Entrepreneurs Center (The DEC) in his home town of Dallas Texas.


When Dave is not being a geek, he enjoys collecting custom guitars, exotic cars, brewing craft beer, ocean sailing and family time at his home on the island of Bequia in the Caribbean.












11:30 PM - 12:30 PM  
Concurrent Sessions
 I

A. "Build Your Personal Brand Your Reputation Depends On It"- Roberta Guise


After attending this session, you’ll understand the complex relationship between your reputation and personal brand, and actions you can carry out immediately to dramatically improve your brand, credibility, and how people see you. In addition, you'll learn how to: 

• Identify or solidify what you want to be known for
• Understand the 5 Ws of Reputation and why they’re critical to your credibility
• Learn the seven critical success factors and process for building your personal brand
• Know how to do a rapid reputation audit


About Roberta

Roberta Guise is a trusted advisor to consultants, experts and professionals on shaping their reputation through developing their personal brand. Also through her consulting practice, Guise Marketing & PR, Roberta guides small business CEOs on growth strategies.

She’s currently writing a book on personal branding and reputation. When she’s not advising clients, you’ll find Roberta swimming in the icy waters of San Francisco Bay, going to a jazz concert, or out on the trails spotting birds.


B. "Riding the Wealth Transfer Wave, Helping Clients Maximize Their Exit… As We Grow Our Practices"- David Shavzin
  

Four million business will be sold in the next 5-10 years, resulting in a multibillion-dollar transfer of value. This is the significant opportunity for consultants because clients are not preparing for this eventually. A collaborative team working together to help clients maximize the eventual sale of their business will not only help clients prepare for their future but will also enhance ours. 


In this session, we will discuss how helping these clients can also grow our practices. 


About David


David created The Value Track to help business owners build value and create a path toward a successful exit. Too often, they have not built the value they need and are unprepared when the time comes to transition. David works with his clients to build and facilitate a collaborative team of professional advisors. He helps his clients improve their quality of life, build value in their company, and maximize that transaction…allowing them to exit on their own terms. 


Consulting since 2000, his clients have included a range of industries and David has engaged with them at all stages of business lifecycle. 


David spent 12 years with Aventis. For 4 of those years, he has the rough assignment of living – and easting – in Paris where he worked in Corporate finance and Mergers & Acquisitions. 


David is a CMC, past president of IMC Georgia and President and Co-Founder of Exit Planning Exchange – Atlanta. He is a frequent speaker to both business owners and other professional advisors. 


With 3 amazing adult children, David is still waiting for that moment they decide he knows and anything about anything, even if that acknowledgement only comes by text message.

 

 

 


C. Spare Parts - Open Space Technology Continues

In each breakout session time slot at Consult-Con, one session is reserved for those consultants who wish to continue or join Open Space Technology discussion topics. This may involve continuing a discussion from the general Open Space Technology kickoff session at 8:00 - 9:00 AM Saturday, joining another existing topic discussion that you haven’t yet participated in, or even introducing a new topic. The continuation of the Open Space Technology format throughout the Consult-Con conference is designed to provide flexibility and the “open space” for consultants to create their own agenda, topics, and interact more with other attendees.


Facilitators will be present for all Open Space Technology breakouts to answer questions and guide the process as needed.


2:00 PM - 3:00 PM -
 Keynote Speaker Melinda Marcus, "
Don’t Blend In: How To Influence Prospects In 10 Seconds or Less"

Melinda Marcus shows executives how to influence decisions before they lose big opportunities. As an expert in The Science of Influence, she bases her consulting and speaking programs on proven strategies in Persuasive Psychology, Body Language and Strategic Messaging.

Clients from Fortune 500 corporations to global law firms and national healthcare organizations have engaged her to tackle complex communications challenges. As a result of her consulting and coaching, executives have successfully closed multi-million-dollar deals and grown revenues by more than $279 million.


Melinda’s work has been honored internationally with more than 100 awards for excellence. During her career, she was named one of the “Ten Outstanding Young Working Women in America” by Glamour magazine. Before starting her own firm, she was the first female Creative Director at the largest independent branding agency in the country – The Richards Group.


Melinda’s Master Training in Nonverbal Communications is with Joe Navarro, the former Special Agent who trained the FBI. She is a Certified Speaking Professional (CSP), a designation from National Speakers Association that is earned by only 12% of speakers globally. Her B.S. with Honors in Psychology is from Northwestern University and her M.A. in Communications from Southern Methodist University. Her original research is published in a major Psychology journal. 









3:30 PM - 4:30 PM - 
Concurrent Sessions II

A. "Fresh Thinking: Rediscover Your Consulting Career!" - Ken Lizotte

Does your consulting practice still excite you? Or do you wish you could realign its focus toward an area more fulfilling? Worse yet, are you unsure how to accomplish such change, stuck on where and how to get started? 


If any of these questions ring true, maybe it’s time to re-discover your consulting career with a dose of fresh thinking. In this session, you’ll be guided through a creative process aimed at determining a rejuvenating new direction for your consulting practice. Questions answered will include:


* Why do consultants accept jobs they would rather not do?

* How can we revamp our thinking so as to get ourselves out of a rut?

* What misassumptions keep people from even considering a career move?

* What exactly is a ”dream” career? After all, no career or job can be perfect.

* Is there a magic formula or device for moving toward a new career?

* How can we keep moving forward despite frustrations, obstacles and doubts?


Ken Lizotte CMC is author of Discover Your Dream Career (emerson books), a former President of IMC New England and a member of IMC since 1994. A few years earlier, he and his wife Barbara co-founded CareerScape, a career transformation process that empowered more than 10,000 professionals over ten years to effectively explore their current career or embark on a new one. Also Chief Imaginative Officer (CIO) of emerson consulting group inc., in Concord, Massachusetts, Ken has transformed business experts, consultants and others in the US and beyond into published thought leaders. He is author of seven other books including “The Expert’s Edge” published by McGraw-Hill. Visit him at www.thoughtleading.com.


FORMAT COULD BE ANY OF THESE ... YOUR CHOICE!

* Workshops / Expert facilitation

* Practical / Relevant / Actionable

* Panels / Insightful

* Peer based focus

* Roundtable Peer-To-Peer Discussions


B. "Make Podcasts Work: Increasing Your Visibility Using Podcasts." - Gayle Carson

Most consultants do not do a great job of promoting themselves. My concentration will be on “How to Get on Radio, TV or Podcasts.” I believe that if more consultants put themselves “out there” and did as much as they could to make themselves visible to clients, referral partners and the public in general, their practice would increase at least two fold if not more.

Learning Objectives/Opportunities:

1. Why a segment proposal is critical.

2. How to keep your appearance to 3 points.

3. Why image is important.

4. How to work with props.

5. Who to contact and why.

6. How to use local stories.


About Gayle 

I have a degree in Broadcasting, Speech and Theatre. Additionally, I have a Doctorate in Education. I currently host 12 radio shows a month, with a listening audience of 500,000 and appear on iHeart radio, Spotify, Society Bytes radio, Radio Ear Network as well as having my own radio network (Sobradionetwork.com) which has over 20 hosts with their own shows for women 50+. I served as a TV spokesperson for Clairol and hosted a “Women in Business” show for Entrepreneur Magazine. I appear on TV approximately 25 times a year spreading my message.


C. Spare Parts - Open Space Technology Continues 

In each breakout session time slot at Consult-Con, one session is reserved for those consultants who wish to continue or join Open Space Technology discussion topics. This may involve continuing a discussion from the general Open Space Technology kickoff session at 8:00 - 9:00 AM Saturday, joining another existing topic discussion that you haven’t yet participated in, or even introducing a new topic. The continuation of the Open Space Technology format throughout the Consult-Con conference is designed to provide flexibility and the “open space” for consultants to create their own agenda, topics, and interact more with other attendees.


Facilitators will be present for all Open Space Technology breakouts to answer questions and guide the process as needed.


5:00 PM - 6:00 PM - Mark Haas, "There's Lots Of Ethical Landmines Ahead … You Just Can't See 'Em"

There's lot's of ethical landmines ahead … you just can't see 'em.  What are you gonna do? 
(CMC ethics participation requirement) 













Sunday, October 6


8:00 AM - 9:00 AM - Keynote: "Why governance can accelerate your practice and a few random thoughts on how to enjoy the ride" Dennis McCuistion

CONSULTANT: Dennis McCuistion is a former bank CEO who consults with financial institutions and other businesses on top management issues.  He facilitates strategic planning sessions, offers advice on financial and leadership issues and serves as an objective sounding board to CEOs and board members.


SPEAKER: His keynote speeches are filled with humor and inspiration designed to move audiences to action.  He develops and teaches seminars on banking, economics and free enterprise for financial institutions, corporate clients, conferences, schools and associations across the country.  Dennis excels as an Emcee who brings out the best in people.


AUTHOR: Dennis is the author of The Prevention and Collection of Problem Loans, and co-author of Selling Strategies for Today’s Banker:  A Survival Guide for Tomorrow and The Seven Challenges Facing Bankers in the Future…and How to Meet Them.  His learning systems on video and audio tape focus on strategic business solutions.


EDUCATOR: Dennis is a Clinical Professor of Corporate Governance at the University of Texas at Dallas where he also serves as Executive Director of the Institute for Excellence in Corporate Governance. He heads the Institute’s conferences, in-house programs and events.


TV HOST: He is the host and co-executive producer of the award winning McCUISTION television program on PBS, syndicated weekly throughout the U.S.  The McCUISTION Program provides an intellectually stimulating and objective forum of ideas, challenging accountability and awareness of things that matter.


9:00 AM - 10:00 AM - Concurrent Sessions III

A. "Trust Me! How To Get Business On Trust, And Not Price" - Yoram Solomon 

Presentation format: 45-60 minute interactive presentation

Description of the session:

Throughout his research over the past decade, 10-time author Dr. Yoram Solomon found that a trustworthy consultant, competing against a less trustworthy consultant, would win business 100% of the time. In fact, the crossover point between them starts when the trustworthy consultant raises prices by 29.6%, or the less trustworthy consultant discounts prices by 22.8%. In this session, Dr. Solomon will explain why trust and trustworthiness are so important for consultants to build their businesses, explain the fundamentals of trust, and share the six components of Trust actions--the model for trust-building. The session will be interactive, full of exercises that will clarify the points, and actionable habits that could be used tomorrow to grow your business on trust, and not on price. 


Value and Learning objectives / opportunities:

* Understand how important is trust to your customers

* Learn the characteristics of trust

* Apply the 6 components of the Trust actions model and formula to increase trustworthiness


About Yorman

Dr. Yoram Solomon is the founder of the Innovation Culture Institute and the Trust-Building Institute, with a mission of helping companies and individuals build innovation culture and trust. He published 10 books, 22 patents, more than 200 articles on Inc. Magazine and Innovation Excellence, and was one of the creators of Wi-Fi and USB 3.0. Named one of the Top 40 Innovation Bloggers in 2015, 2016, 2017, and 2018, and one of the Top 20 Global Thought Leaders on Corporate Culture by Thinkers 360. Yoram was the host of the first TEDxPlano in 2014, and a speaker at the TEDxOakLawn 2018. His trust-building model is based on years of original research and service at the IDF 35th Airborne Brigade. A professional member of the National Speakers Association (NSA), he spoke at CDX 2017, HR Southwest 2018, twice at the national conference of the Association for Strategic Planning and many more. He is listed as the top speaker on Trust by eSpeakers.com. 


Additional Material and Links: 

* Website: https://www.innovationcultureinstitute.com/ 

* Speaking Samples: https://youtu.be/f-zq3UNDMRw  

* Testimonials: https://youtu.be/jsIvGPl-bd4  

* TEDx talk: https://www.youtube.com/watch?v=O7GP5EqumKg 

* Books: https://www.innovationcultureinstitute.com/books 


B. Creative Consulting Workshop - Teresa Jurgens-Kowal

Enhance Your Consulting Skills with Creativity 

More than 70% of CEOs are disappointed in the internal innovation capability of their organizations.  Yet, innovation is a strategic pathway to increase profits and enhance collaboration.  Management consultants often struggle to help organizations identify and deliver innovative, creative, and appropriate solutions to design and develop programs, products, and services.  The purpose of this creativity workshop is to introduce management consultants to innovation tools to overcome traditional pitfalls of consulting, such as clear definition of the problem, engaging with the client team, and building long-term relationships.


In this workshop, you will learn how to apply innovation tools to improve problem definition, generate more potential solutions, facilitate idea generation, and build productive client relationships.  You will explore a set of innovation tools based on Design Thinking with hands-on practice and learn how to engage clients in collaborative problem-solving.


Participating in this workshop, you will specifically learn and practice:

* What is Design Thinking and apply a simple model for creative problem-solving
* Why is designing a client empathy map important to building collaborative relationships
* How to map the client’s journey from identifying a problem to delivering an innovative solution
* When to deploy prototype testing in your practice and in helping clients

 

ABOUT TERESA

Teresa Jurgens-Kowal is a passionate writer, mentor, coach, and president of Global NP Solutions.  She enjoys helping companies reach their highest levels of success with innovation.  Teresa’s clients include a full spectrum of large industry corporations to entrepreneurs seeking to launch new products.  She frequently presents on her favorite topics of ideation, design thinking, and product development.

As a Registered Education Provider (REP) with the Product Development and Management Association (PDMA), Teresa has written the #1 best-selling book for New Product Development Professional (NPDP) certification.  She is the editor for the PDMA Body of Knowledge (November 2019) and has recently published a chapter on leading virtual teams for innovation projects (October 2018, Leveraging Constraints for Innovation).

Prior to founding Global NP Solutions, Teresa worked in process technology development and as an internal innovation system consultant at ExxonMobil Chemical Company.  She has degrees from the University of Washington (PhD), West Texas A&M University (MBA), and University of Idaho (BS).  Teresa lives in Houston and enjoys bicycling and scrapbooking.


C. Spare Parts - Open Space Technology Continues

In each breakout session time slot at Consult-Con, one session is reserved for those consultants who wish to continue or join Open Space Technology discussion topics. This may involve continuing a discussion from the general Open Space Technology kickoff session at 8:00 - 9:00 AM Saturday, joining another existing topic discussion that you haven’t yet participated in, or even introducing a new topic. The continuation of the Open Space Technology format throughout the Consult-Con conference is designed to provide flexibility and the “open space” for consultants to create their own agenda, topics, and interact more with other attendees.


Facilitators will be present for all Open Space Technology breakouts to answer questions and guide the process as needed.

 


10:30 AM - 11:30 AM - 
Keynote: Robert Hall, "Today’s Stakeholder Revolt: Peril Or Opportunity For Consultants"

Robert Hall, noted author, consultant, and authority on relationships, was an early innovator in developing Customer Relationship Management tools (CRM) for businesses around the world.  He co-founded and served as CEO of an international CRM consulting/software firm where Ernst & Young named him a finalist for Entrepreneur of the Year.  SMU’s Cox Business School cited his company one of the fastest growing private companies in Dallas. 


Robert has authored 150 articles on business, leadership and relationships appearing in Forbes, The New York Times, and The CEO Magazine.   His business best-seller, The Streetcorner Strategy for Winning Local Markets, helped inspire the CRM movement.  His latest book, This Land of Strangers, has been called “the most important book of the decade” by Richard Boyatzis, co-author of Primal Leadership.  Robert now brings his insights and compelling analysis to help CEOs and COOs develop relationships that nurture success in life and work. 






11:30 AM - 12:30 PM - 
Shop Talk; An "Open Mike" collaborative session to answer any question (Talk Show) 

A facilitated, open-mic, collaborative session, also known as The Talk Show, in which attendees submit questions ahead of time and receive answers and suggestions from their peers.



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