The Breakthrough Consortium Events

The Breakthrough Consortium Events

Overview

Workshop includes a workbook approach to guide participants in comprehensive understanding of changing environments and in engaging customers in building new markets and new customer bases.  The workshop topics address the need for inclusive customer service that leads to innovation and business sustainability.  Experienced advisors will help you plan and prepare to leverage strengths and assets to maximize these opportunities.  You will leave the workshop with a roadmap to leverage your customers to maximize your business results.

Objective of the Workshop: To engage customers in identifying and targeting new markets and new customers

8:30 Breakfast& Introductions
9: 00 Module 1: Developing a process for engaging customers – Do your customers feel like strategic partners?
10:00 Module 2: Developing a viable community of customers – Do your customers help you and each other by sharing best practices, information, and in sustaining growth?
11:00 Break
11:15 Module 3: Gathering and evaluating data based on strategic decision-making criteria – How do you and your employees determine the value of a new idea?
12:00 Module 4:  Creating the roadmap for your business sustainability
12:30 Adjourn

Register

http://thebreakthroughconsortium.eventbrite.com/

Presenter Jane Hartman Frankel combines internal and external business drivers to leverage 21st century challenges for high performance and growth.  She has worked in the technology arena for 20 years, developing organizations for outstanding performance using a collaborative approach to partnering and organizational alignment. Her unique approach places primary importance on internal and external customer relationships and capabilities as they directly relate to scorecarding for business results. She founded The Art of Performance LLC in 2007 to help organizations build the entrepreneurial spirit and collaborative capability that fosters innovation and growth.  Jane holds Master’s degrees in Education (Temple University) and in Organizational Dynamics (University of PA) and is an Adjunct Professor of Business Communications, Entrepreneurship, and International Organizational Behavior at area universities.

Overview

Creative ways to Finance Your 21st Century Business workshop includes a comprehensive workbook to identify and evaluate financing alternatives and develop a creative strategy specifically tailored to your company.   Experienced advisors will help you plan and prepare to leverage strengths and assets to maximize these opportunities.   You will leave the workshop with your custom alternative financing plan to drive your business growth.

Objective

To identify and understand the vast array of non-traditional (non-bank) financing sources and how to use them to grow your business.

Register

http://creativewaystofinanceyour21stcenturybusiness.eventbrite.com/

Paul Mitchell – Mitchell Capital Corp.

Mitchell Capital Corp. was founded in 1996 by Paul A. Mitchell, who has been financing small and middle-market businesses in the Delaware Valley for 35 years.  Mr. Mitchell was the founding President of Core States Enterprise Fund, the venture capital subsidiary of Core States Bank (now part of Wells Fargo Bank). In that capacity he provided the pre IPO financing for Urban Outfitters. He was  formerly President of Southeastern Pennsylvania Development Fund, a regional small business lender.  He has been active in numerous Venture Capital and Entrepreneurs’ Associations (including the Greater Philadelphia Venture Group, ACG and Greater Philadelphia Chamber of Commerce), is a frequent speaker/panelist on mezzanine finance, and is the author of articles on bank owned SBICs and Venture Capital. Recently, he has been a featured guest on Money Matters TVand is the Host for a DVD available on Amazon.com, “Entrepreneurial Financing: Tips from investors.”. He is Chair of the  Financial Executives Subgroup of the Greater Philadelphia Senior Executives Group.  His experience includes serving as Regional Associate for Allied Capital of Washington, DC and as Vice President of various areas of commercial banking including Regional Lending and Commercial Real Estate Finance.  Mr. Mitchell received his B.A. from Colgate University.

Schedule

Schedule Topics
12:15 Lunch and Introductions
1:00 Module 1: The Planning Process – Attendees will review their use of traditional (bank) financing products, their limitations in general, and restrictions, specifically, in today’s difficult environment. Define opportunities today which are foregone due to lack of financing ability. What is important to their company, and criteria that will shape their financial decisions.
1:45 Module 2: Creative and Alternative (non-Bank) financing sources. Identification and description of various sources. Institutional and non-Institutional. Case examples.
2:45 Break
3:00 Module 3:  Matching alternative financing sources to use of proceeds: amount and term length of financing, typical terms and costs. Use of Intermediaries.
3:45 Consultation: Working Session - Create your Creative Financing Alternatives strategy tailored to your firm’s objectives, financial situation and industry.
5:00 Adjourn

Overview

Workshop includes a comprehensive workbook to develop a plan for personal and professional growth based on individual strengths to identify new opportunities in new domains and how to use mentors as resources.  Experienced advisors will help you plan and prepare to leverage strengths and assets to maximize these relationships for tangible results.   You will leave the workshop with your personal and professional development plan, including learning path, new targeted opportunities, and defined mentors to drive your impact.

Objective

  • To understand your strengths, your environment, and how you will plan to maximize both for career growth and your organization’s success.
  • To plan to engage others in helping you balance independent and interdependent activities for best organizational and business results.

Register

http://projectyou.eventbrite.com/

Jane Hartman Frankel, Principal, The Art of Performance LLC

Jane Hartman Frankel combines internal and external business focuses to help organizations and their leaders leverage 21st century challenges into performance and growth cultures.  She has worked in the technology arena for 20 years, developing organizations for outstanding performance using a collaborative approach to partnering and organizational alignment. Her unique approach to building organizations for growth places primary importance on internal and external customer relationships and capabilities as they directly relate to scorecarding for business results. She has developed and managed several alliances between large and small companies resulting in new business models and significant revenue generation.  She founded The Art of Performance LLC in 2007 to help organizations build the entrepreneurial spirit and collaborative capability that fosters innovation and growth.  As an advocate of lifelong learning, she holds Master’s degrees in Education (Temple University) and in Organizational Dynamics (University of PA) and is an Adjunct Professor of Business Communications, Entrepreneurship, and International Organizational Behavior at area universities.

Schedule

Schedule Topics
12:15 Lunch and Introductions
1:15 Module 1: 21st Century Thinkers – Attendees use Appreciative Inquiry* to develop specific personal and professional goals in the context of their organization/environment to maximize their success and impact.
2:15 Module 2: Learning and Opportunity Plan -   Attendees will create a learning plan based on individual learning styles, project plans, and an environment to sustain their strengths, opportunities, and progress toward goals throughout their careers.
3:15 Break
3:30 Module 3: Mentoring Resources - Attendees will analyze needs and plan to identify and engage mentors, to enable them in fulfilling their growth plans.
4:15 Consultation: Working Session – Attendees will create their individual objectives and goals, learning plan, and mentor  engagement plan to support their development and growth, both personal and professional.
5:00 Adjourn

Overview

Sourcing Your Products and Services, Globally and Locally Workshop includes a workbook approach and analysis to comparing  business cultures and how people work and interact, including best practices that are most important when working in a cross-cultural environment.  Experienced advisors will help you plan and prepare to leverage strengths and assets to maximize these relationships.   You will leave the workshop with your custom plan to drive cross-cultural business activity for business growth.

Objective

To understand the most effective ways to conduct business in other cultures, leveraging their differences and populations.

Register

http://Sourcing.eventbrite.com/

Bruce Rubin, BHR Global Associates, Inc.

Bruce H. Rubin is a Principal in the consulting company BHR Global Associates, Inc. and a partner in the consulting company Nenko Advisors International, LLC.Bruce provides expertise and assistance in the areas of global sourcing, supply chain management, product development, logistics support, as well as sales and marketing support. Bruce provides insights and guidance in outsourcing, especially for companies or individuals new to the process. Bruce has over thirty years experience in product development and introduction, supply chain management, purchasing, inventory management and control, and systems implementation as project team leader. Bruce developed a planning system for Ginsey Industries, helping the company double its sales volume with no impact to customer service. He has also worked with many major retailers and supply chain organizations in the US, including Wal-Mart, to develop products and merchandising programs. In addition, since 1980 Bruce has traveled to all parts of the world developing sources, products, relationships, and partnerships for companies. He has taught APICS certification classes and speaks at regional conferences on supply chain and materials planning.

Schedule

Schedule Topics
12:15 Lunch and Introductions
1:00 Module 1: Understanding Other Markets – It is imperative to successful sourcing that a company and its management understand the other market and how to do business with its companies. The development of relationships and the need for long term commitment and truthfulness is essential to success.
2:00 Module 2: How to Source From  Other Markets – Apply the ten commandments of sourcing and understand what you need to do to make it work and to avoid issues and recalls, as well as learn how to set-up partnerships or facilities, if needed.
3:15 Break
3:30 Module 3: How to Sell into Other Markets – understand what it takes to set up a market and how to sell in other markets, which is not necessarily ONE market but many varied markets with language, customs, and legal issues that have different requirements than those of doing business in the USA.   Learn how to make it work practically and profitably.
4:30 Consultation: Working Session – Attendees will develop their customized plan to manage their business activity in other markets.
5:15 Adjourn

Overview

CFO Finance Plans and Scorecards for the 21st Century Business workshop includes a comprehensive workbook to craft a financial plan and action plan for your business using key performance indicators (KPI), scorecards, and dashboards.   Experienced advisors will help you plan to leverage strengths and assets to maximize the effectiveness of your financial planning process.   You will leave the workshop with your custom financial plan to drive your business growth.

Objective

To understand and create a financial and action plan.

Register

http://scorecardingyour21stcenturybusinessbtc.eventbrite.com/

Thomas W. Aiken, Principal, DKG Group, P.C.

Thomas W. Aiken is a Principal of the DKG Group, P.C.  The DGK Group is a CPA and financial management outsourcing firm providing project based accounting and finance services to a broad range of companies and industries.  Tom’s clients include high-tech manufacturing, social media, medical devices, telecommunications, and software development companies ranging in size from early stage to multimillion dollar multinational corporations. His experience included international mergers and acquisitions, debt and equity creation, Initial Public Offerings, treasury operations, global accounting and financial system implementations, and various Securities and Exchange Commission registrations and filings. He has served on boards of directors and has had responsibility for several multinational organizations.   Prior to joining the DGK Group, P.C. in 2007 Tom was the Senior Vice President and Chief Financial Officer of Prescient Applied Intelligence, a public software company  Vice President and Chief Financial Officer of Lamina Ceramics Inc., Senior Vice President and Chief Financial Officer of Sychip, Inc., Senior Vice President and Chief Financial Officer of GMT Microelectronics Corporation, and Chief Financial Officer of technology companies Teleos Communications Inc., Gandalf Systems Corporation and Infotron Systems Corporation. Tom is a member of the Institute of Management Accountants and co-chair of the Financial Executives subgroup of the Greater Philadelphia Senior Executives Group.

Schedule

Schedule Topics
12:15 Lunch  and Introductions
1:00 Module 1: The Planning Process – Attendees will define what is important to their company, and criteria that will shape their financial decisions.
1:45 Module 2: Key Performance Indicators (KPI) – Attendees will consider and actually identify specific KPIs and a scorecard for their business.
2:45 Break
3:00 Module 3:  Projected Financial Statements – Attendees will learn which projected financial statements will be necessary for long term analysis, bank and investor presentations.
3:45 Consultation: Working Session - Create your useful metrics dashboard of key performance indicators (KPI) tailored to your firm’s objectives.
5:00 Adjourn

Overview

Sales Tactics workshop includes a comprehensive workbook to explore perspectives on making each sale a relational equation, leading sales professionals to effectively implement a chosen selling methodology for superior results.   Experienced advisors will help you plan and prepare to leverage strengths and assets to maximize these relationships.   You will leave the workshop with your custom sales tactics plan to drive your business growth.

Objective

To understand the value of developing Sales enablers and infrastructure for increases in sales and profits

Register

http://salestacticsbtc.eventbrite.com/

Scott Messer, Principal & Coach, Sales Evolution LLC

Scott’s career as a business development professional and serial entrepreneur spans over 30 years. Before starting Sales Evolution, LLC, Scott held various sales, sales management, and executive positions at Union Carbide, American Chemsol Corporation, Ultimate Software Group, Data Flow Information Systems, and Compuware Corporation. This roster included two “turn-arounds” and three start-ups, helping those companies launch new products and services, establish sales territories, and more. He brings to Sales Evolution a blend of leadership, management, and communications skills along with a diverse background of experience from large, established companies to early stage ventures.  In addition, Scott is a member of Vistage and a past President of the Sales and Marketing Executives (SMEI), Philadelphia chapter, an organization dedicated to professionalizing the sales vocation through education.  His uncanny ability allows him to cut through the static and get to the real issues in any buying situation. His understanding and knowledge of what makes people tick is easily transferred to those clients who need better skills to elevate their sales efforts.  Many clients turn to him for coaching when confronted with tough deals or the need to build a referral-based business.

Schedule

Schedule Topics
7:00 Breakfast and Introductions
8:15 Module 1: The Road MAP to Sales Success – Attendees will consider the thought process necessary to effectively sell. Further, attendees will plan to create this mindset in their organizations.
9: 15 Module 2: Focus, Plan and Implement Sales Activity –Attendees will understand the step-by-step process for managing and implementing sales activity to consistently close sales.  They will create their plan to build this activity into their organizations.
10:15 Break
10:50 Module 3: Lead the Sales Process – Essential to creating an effective sales process and activity is the ability to lead this effort.  A leader’s ability to lead himself enables him/her to create an environment of desire, motivation, accountability, and refusal to fail.
11:30 Consultation: Working Session - Attendees will evaluate their organizations and work on developing a plan to implement sales tactics into their organizations.
12:15 Lunch

Overview.

Defining effective strategies to participate in 21st century markets interactive workshop includes learning how to identify global opportunities, then craft strategic plans including execution programs that use advanced leadership techniques to succeed in these markets.  Use insightful frameworks to examine your goals, your markets, your unique requirements, and opportunities.  Learn how to conduct critical research and apply that research to your business strategies.  Draft your day to day operations plan with useful metrics of Key Performance Indicators (KPI) tailored to your firm’s objectives.  Experienced advisors will help you plan and prepare to leverage strengths and assets to maximize the effectiveness of your organization.   You will leave the workshop with the tools needed to execute your strategic plan and drive business growth to the next level.

Objective

To understand how to participate in 21st century markets.

Register

http://strategicplanningfor21stcenturymarket.eventbrite.com/

Michael Moore, President, Metric Business Associates

Michael Moore is a senior program management and consulting executive with General Management, strategic development, organizational design, and P&L experience.  He has led consulting operations to large multi-site/international manufacturing operations, providing change management, corporate leadership, and business solutions enabling improved ROI by as much as 33%.

He is a highly entrepreneurial, successful leader with business development and program management experience in fortune 500 companies as well as many SME businesses.  As a change agent he creates “group-think-on-the-fly”, delivering solutions to show-stopping problems, teaching companies to want what they need, and how to get it. Businesses of all sizes benefited from his creative problem resolution.

Schedule

Schedule Topics
12:15 Lunch and Introductions
1:00 Module 1: The Six Key Components of a Successful Strategic Plan – Attendees will learn how to develop their visions; resource requirements; data tracking requirements; issues, contingency, and action plans; processes; and results.
2:00 Module 2:  Developing a Vision – Attendees will walk through a process of clarifying a vision in a way that turns it into an actionable game plan that leads to growth and profitability.
3:15 Break
3:30 Module 3:  Refining Goals and Building Your Strategic Plan – Learn to develop and drive core values, core focus, into a success plan.  Attendees will define metrics that actually drive rapid growth and profitability.
4:30 Consultation: Working Session
5:15 Adjourn