Posted on Thu, Sep 13, 2012 @ 03:37 PM
In 2012, our Workshop focus will be on sustaining your growth. In January and February we concentrated on improving managements skills. In April and May we will examine Marketing as a key business process and determine what data needs will provide competitive advantage and alignment with strategic plans. In July and August workshop will focus on Organizational Goal Alignment. In October of 21012 we will focus on an aspect of sustaining your growth through more efficient operations.
LUNCH
All who are attending the morning Workshop session are invited to join us for lunch. Please let Dave Shapiro or Michele Bosworth know if you are not able to attend lunch.
GUESTS
Member Candidates are invited to the check-in, workshop and lunch 7:45 am - 1:00 pm.
Employee Guests are invited to attend the workshop and lunch; 8:45 am - 1:00 pm.
Please RSVP by Monday October 1st, 2012 if you will be bringing employee guests.
HOST:
Our host will be Kevin Higman of Wimmer Solutions
WHERE WE WILL MEET:
Wimmer Solutions, 1341 North Northlake Way, Seattle Washington 98103
MAP:
DIRECTIONS:
Click here for Google directions
AGENDA:
Click here for the Agenda
TITLE OF WORKSHOP:
Dealing With Complexity
When it comes to dealing with complexity, focusing on the basics is key to simplifying while achieving successful outcomes. This is important because complexity leads to operational friction fragmentation and disconnect that is costly to compensate for. Complexity tends to breed more complexity and increased Distraction, Diversion and Dispersion of energy and resources.
QUESTIONS THE CEO SHOULD BE ASKING:
- Are employees clear on what success looks like
- What are we doing 'just because'?
- How much of our current technology is underutilized and how can we leverage our investment to help us simplify our operation?
TAKEAWAYS:
- Differentiate formation versus training
- High level documentation linking purpose/outcome
- Identify and prioritize opportunities to simplify
PRESENTER:
Fred Janssen
Fred Janssen is a Strategic Operations consultant who helps Owner/CEO's grow more profitably, increase the value of their businesses and position themselves for successful exits/successions. Before founding Janssen Consulting, Fred spent twelve years as an owner and senior executive of a software development company. Prior to this, Fred provided Management, Operations and Systems consulting services as a CPA in California and Washington. Fred lives in Bothell with his wife Anne and their three children. Find out more at www.fredjanssen.com
Posted on Mon, Aug 27, 2012 @ 10:07 PM
September is our Quarterly Member's Only: Work Your Business Plan CEO Retreat
WHEN: September 11th
WHERE: Mallory Safety and Supply; 5510 E. Marginal Way South,Seattle Washington 98134
This is a no host shared expense meeting.
MAP:
Click here for Google directions
Posted on Fri, Jul 20, 2012 @ 09:57 AM
In 2012, our Workshop focus will be on sustaining your growth. In January and February we concentrated on improving managements skills. In April and May we will examine Marketing as a key business process and determine what data needs will provide competitive advantage and alignment with strategic plans. In July and August workshop will focus on Organizational Goal Alignment. In October of 21012 we will focus on an aspect of sustaining your growth through more efficient operations.
LUNCH
All who are attending the morning Workshop session are invited to join us for lunch. Please let Dave Shapiro or Michele Bosworth know if you are not able to attend lunch.
GUESTS
Member Candidates are invited to the check-in, workshop and lunch 7:45 am - 1:00 pm.
Employee Guests are invited to attend the workshop and lunch; 8:45 am - 1:00 pm.
Please RSVP by Monday August 1st, 2012 if you will be bringing employee guests.
HOST:
Our host will be Melinda Sechrist of Sechrist Design.
WHERE WE WILL MEET:
Our Seattle/Bellevue Group will meet at Sechrist Design; 5819 6th Ave South, Seattle Washington 98108
MAP:
DIRECTIONS:
Click here for directions
AGENDA:
Click here for the August 14th Agenda
TITLE OF WORKSHOP:
Organizational Goal Alignment
QUESTIONS THE CEO SHOULD BE ASKING:
1. As organizations grow, the goals of individual departments often diverge from the organization’s main growth targets and from the goals of other functions. It is valuable to review staffing growth and Key Performance Indicators across the organization to identify opportunities for closer goal alignment.
2. How well does staffing growth align with growth in net income or other targets
3. How well are individual departments’ KPIs supporting key organizational goals
4. How well are individual departments’ KPIs supporting other departments’ goals
5. How well do employees understand their impact on other functions
TAKEAWAYS:
1. Review current year staffing decisions and KPIs as part of a total value chain, looking for unintended consequences in other areas of the organization
2. Based on that review, determine how planning and goal setting for the coming year can be better aligned across the organization
WHAT PREPARTATION IS REQUIRD, IF ANY:
1. Prepare the three charts labeled First, Second and Third Exercise
2. Be prepared to discuss two or three areas of particular inter-departmental friction at your organization
PRESENTER:
Robert Burger
Bob is a partner with B2B CFO®, and has more than 30 years of executive and professional experience, and over the years has served as a CFO, Chief Operating Officer, Controller, and General Manager, as well as founding his own business. He has contributed to the success of publicly traded corporations and privately held companies as an executive, a consulting CFO and strategic adviser, a business broker, and a CPA.
Bob's extensive background allows him to understand the challenges that business owners face and the tools and techniques to establish, measure, and attain their objectives, and he is experienced and capable as a leader and as a hands-on expert. He has contributed to businesses' success in such diverse disciplines as strategy development, financial planning, new market launches and new product launches, turning around unprofitable operations, implementing financial systems and controls, performing financial and operational audits of domestic and international businesses, and investigating and resolving financial misappropriations. He has assisted business owners with exit planning and helped them achieve the successful sale of their company.
As CFO of a small Silicon Valley technology company he developed and implemented international contracts that became the company's greatest source of revenue. He hired the Controller and oversaw the implementation of the accounting system, internal processes and controls, budgeting, reporting and results analysis, and led the development of the Form S1 registration statement in preparation for an IPO filing.
As Senior Vice President – Chief Operating Officer of a regional wireless carrier, Bob led the business from initial start-up to $35M in annual revenue and over 55,000 subscribers, five retail outlets and over 50 dealer locations. His combination of financial and operational expertise allowed him to both lead the rapid growth of the business and develop the infrastructure and controls to manage it.
As CFO and Controller of a $160M business he improved systems and controls and developed the structure for pricing and profitability management resulting in a 50% improvement in profitability in two years. While there he also co-authored the winning proposal for the CALNET project, then the largest private telecommunications network in the U.S.
Bob has also managed his own successful business as the founder and principal of a consulting firm providing services in strategic and financial planning, market research and business plan development, financial and operational reporting and results analysis, financial and operational improvement planning, and forensic accounting. He has also provided exit planning and merger and acquisition services for small businesses, and has performed due diligence and led negotiations resulting in acquisitions by both publicly traded businesses and private companies.
Bob graduated Summa Cum Laude from Urbana University in Ohio, attained CPA certification in Ohio and Indiana, and graduated from the Advanced Management Program in Telecommunications at the Center for Telecommunications Management at USC.
Posted on Tue, Jun 19, 2012 @ 02:09 PM
In 2012, our Workshop focus will be on sustaining your growth. In January and February we concentrated on improving managements skills. In April and May we will examine Marketing as a key business process and determine what data needs will provide competitive advantage and alignment with strategic plans. In July our workshop will focus on Organizational Goal Alignment. In October of 21012 we will focus on an aspect of sustaining your growth through more efficient operations.
LUNCH
All who are attending the morning Workshop session are invited to join us for lunch. Please let Dave Shapiro or Michele Bosworth know as soon as you can that you intend to stay for lunch.
GUESTS
Member Candidates are invited to the check-in, workshop and lunch 7:45 am - 1:00 pm.
Employee Guests are invited to attend the workshop and lunch; 8:45 am - 1:00 pm.
Please RSVP by Monday July 2nd, 2012 to confirm your attendance
HOST:
Our host will be Greg Lambert of TERRA Staffing Group
WHERE WE WILL MEET:
Our Seattle/Bellevue Group will meet at TERRA Staffing Group; 2200 6th Avenue, Suite #104 Seattle, Washington 98121.
The meeting will be held in the building conference room, located down the hall on the first floor. Go into Suite #104 and check with the front desk, they will direct you.
DIRECTIONS:
Click here for directions
MAP:
AGENDA:
Click here for July 10th Agenda
TITLE OF WORKSHOP:
Organizational Goal Alignment
QUESTIONS THE CEO SHOULD BE ASKING:
1. As organizations grow, the goals of individual departments often diverge from the organization’s main growth targets and from the goals of other functions. It is valuable to review staffing growth and Key Performance Indicators across the organization to identify opportunities for closer goal alignment.
2. How well does staffing growth align with growth in net income or other targets
3. How well are individual departments’ KPIs supporting key organizational goals
4. How well are individual departments’ KPIs supporting other departments’ goals
5. How well do employees understand their impact on other functions
TAKEAWAYS:
1. Review current year staffing decisions and KPIs as part of a total value chain, looking for unintended consequences in other areas of the organization
2. Based on that review, determine how planning and goal setting for the coming year can be better aligned across the organization
WHAT PREPARTATION IS REQUIRD, IF ANY:
1. Prepare the three charts labeled First, Second and Third Exercise
2. Be prepared to discuss two or three areas of particular inter-departmental friction at your organization
PRESENTER:
Robert Burger
Bob is a partner with B2B CFO®, and has more than 30 years of executive and professional experience, and over the years has served as a CFO, Chief Operating Officer, Controller, and General Manager, as well as founding his own business. He has contributed to the success of publicly traded corporations and privately held companies as an executive, a consulting CFO and strategic adviser, a business broker, and a CPA.
Bob's extensive background allows him to understand the challenges that business owners face and the tools and techniques to establish, measure, and attain their objectives, and he is experienced and capable as a leader and as a hands-on expert. He has contributed to businesses' success in such diverse disciplines as strategy development, financial planning, new market launches and new product launches, turning around unprofitable operations, implementing financial systems and controls, performing financial and operational audits of domestic and international businesses, and investigating and resolving financial misappropriations. He has assisted business owners with exit planning and helped them achieve the successful sale of their company.
As CFO of a small Silicon Valley technology company he developed and implemented international contracts that became the company's greatest source of revenue. He hired the Controller and oversaw the implementation of the accounting system, internal processes and controls, budgeting, reporting and results analysis, and led the development of the Form S1 registration statement in preparation for an IPO filing.
As Senior Vice President – Chief Operating Officer of a regional wireless carrier, Bob led the business from initial start-up to $35M in annual revenue and over 55,000 subscribers, five retail outlets and over 50 dealer locations. His combination of financial and operational expertise allowed him to both lead the rapid growth of the business and develop the infrastructure and controls to manage it.
As CFO and Controller of a $160M business he improved systems and controls and developed the structure for pricing and profitability management resulting in a 50% improvement in profitability in two years. While there he also co-authored the winning proposal for the CALNET project, then the largest private telecommunications network in the U.S.
Bob has also managed his own successful business as the founder and principal of a consulting firm providing services in strategic and financial planning, market research and business plan development, financial and operational reporting and results analysis, financial and operational improvement planning, and forensic accounting. He has also provided exit planning and merger and acquisition services for small businesses, and has performed due diligence and led negotiations resulting in acquisitions by both publicly traded businesses and private companies.
Bob graduated Summa Cum Laude from Urbana University in Ohio, attained CPA certification in Ohio and Indiana, and graduated from the Advanced Management Program in Telecommunications at the Center for Telecommunications Management at USC.
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Posted on Tue, May 29, 2012 @ 05:20 PM
Our June 12th CEO Retreat for our Seattle/Bellevue group is a members only workshop.
June is our quarterly Work Your Business Plan workshop.
We will be meeting at National Sign Company; 1255 Westlake Avenue North, Seattle Washington 98109
Map and Directions, click here
Posted on Fri, Apr 13, 2012 @ 03:49 PM
In 2012, our Workshop focus will be on sustaining your growth. In January and February we concentrated on improving managements skills. In April and May we will examine Marketing as a key business process and determine what data needs will provide competitive advantage and alignment with strategic plans. In July our workshop will learn additional financial skills and will focus on acquisition planning. In October of 21012 we will focus on an aspect of sustaining your growth through more efficient operations.
LUNCH
All who are attending the morning Workshop session are invited to join us for lunch. Please let Dave Shapiro or Michele Bosworth know as soon as you can that you intend to stay for lunch.
GUESTS
Member Candidates are invited to the check-in, workshop and lunch 7:45 am - 1:00 pm.
Employee Guests are invited to attend the workshop and lunch; 8:45 am - 1:00 pm.
Please RSVP by Tuesday May 1st, 2012 to confirm your attendance
HOST:
Our host will be Shawn Murray of Mallory Safety & Supply Company
WHERE WE WILL MEET:
Our Seattle/Bellevue Group will meet at Mallory Safety & Supply Company;
5510 E. Marginal Way South, Seattle Washington 98134
MAP:
AGENDA:
Click here for the Agenda
TITLE OF WORKSHOP:
Data Strategy
QUESTIONS THE CEO SHOULD BE ASKING:
1. This topic is a critical one particularly as the company grows. Organizations gain competitive advantage if they manage their data and integrate it with existing key business processes.
2. What are my key business processes
3. What are my assumptions about those key business processes
4. Do I have any data to back up those assumptions?
5. Do I know when my data is corrupt?
TAKEAWAYS:
1. Data quality is critical. governance can be started right now.
2. Data strategy must be tied to strategic plan and integrated into key business processes.
WHAT PREPARTATION IS REQUIRD, IF ANY:
1. Review marketing business process within own company
PRESENTER:
Cindy Anderson
Cindy Anderson is a professional coach who empowers, teaches and guides individuals, teams and organizations to explore what’s possible in order to create their best possible future. Prior to launching her own coaching practice, Potential Revealed, LLC, she had a successful thirteen year tenure at Microsoft. During this time Cindy has made a significant global impact with a focus on team building particularly during times of increased ambiguity and change.
Cindy’s career at Microsoft was a learning laboratory for understanding how to create and support high performing teams and individuals. She’s worked internationally and has gained valuable knowledge and expertise within several business units at Microsoft. Her broad range of experience includes product management, program management, business intelligence and sales with a focus on technical leadership and training, strategy and program development. Cindy is a dynamic public speaker and workshop facilitator with outstanding presentation skills.
As a trained expert in The Achieve System™ from the Achieve Institute, Cindy has helped teams in fortune 100 companies make significant gains on internal KPIs. The Achieve System™ is an organizational development tool that teaches individuals, teams and organizations how to sustain high performance even in times of extreme pressure and stress.
Cindy holds a Bachelor of Arts degree in Psychology with honors from York University in Toronto, Ontario and an EMBA from Seattle University with a focus on Leadership Development.
Posted on Thu, Mar 29, 2012 @ 10:56 AM
In 2012, our Workshop focus will be on sustaining your growth. In January and February we concentrated on improving managements skills. In April and May we will examine Marketing as a key business process and determine what data needs will provide competitive advantage and alignment with strategic plans. In July our workshop will learn additional financial skills and will focus on acquisition planning. In October of 21012 we will focus on an aspect of sustaining your growth through more efficient operations.
LUNCH
All who are attending the morning Workshop session are invited to join us for lunch. Please let Dave Shapiro or Michele Bosworth know as soon as you can that you intend to stay for lunch.
GUESTS
Member Candidates are invited to the check-in, workshop and lunch 7:45 am - 1:00 pm.
Employee Guests are invited to attend the workshop and lunch; 8:45 am - 1:00 pm.
Please RSVP by Monday April 2nd, 2012 to confirm your attendance
HOST:
Our host will be David Cox of Graebel Worldwide.
WHERE WE WILL MEET:
Our Seattle/Bellevue Group will meet at Graebel Worldwide, 21902 64th Avenue South, Kent Washington 98032.
MAP:
AGENDA:
Click here for Agenda
TITLE OF WORKSHOP:
Data Strategy
QUESTIONS THE CEO SHOULD BE ASKING:
1. This topic is a critical one particularly as the company grows. Organizations gain competitive advantage if they manage their data and integrate it with existing key business processes.
2. What are my key business processes
3. What are my assumptions about those key business processes
4. Do I have any data to back up those assumptions?
5. Do I know when my data is corrupt?
TAKEAWAYS:
1. Data quality is critical. governance can be started right now.
2. Data strategy must be tied to strategic plan and integrated into key business processes.
WHAT PREPARTATION IS REQUIRD, IF ANY:
1. Review marketing business process within own company
- Any challenges and/or inefficiencies within that process?
PRESENTER:
Cindy Anderson
Cindy Anderson is a professional coach who empowers, teaches and guides individuals, teams and organizations to explore what’s possible in order to create their best possible future. Prior to launching her own coaching practice, Potential Revealed, LLC, she had a successful thirteen year tenure at Microsoft. During this time Cindy has made a significant global impact with a focus on team building particularly during times of increased ambiguity and change.
Cindy’s career at Microsoft was a learning laboratory for understanding how to create and support high performing teams and individuals. She’s worked internationally and has gained valuable knowledge and expertise within several business units at Microsoft. Her broad range of experience includes product management, program management, business intelligence and sales with a focus on technical leadership and training, strategy and program development. Cindy is a dynamic public speaker and workshop facilitator with outstanding presentation skills.
As a trained expert in The Achieve System™ from the Achieve Institute, Cindy has helped teams in fortune 100 companies make significant gains on internal KPIs. The Achieve System™ is an organizational development tool that teaches individuals, teams and organizations how to sustain high performance even in times of extreme pressure and stress.
Cindy holds a Bachelor of Arts degree in Psychology with honors from York University in Toronto, Ontario and an EMBA from Seattle University with a focus on Leadership Development.
Posted on Mon, Mar 05, 2012 @ 12:59 PM
Our March 13th CEO Retreat for our Seattle/Bellevue group is a Members Only Workshop.
March is our quarterly Work Your Business Plan workshop.
We will be meeting at Dulces Latin Bistro in Seattle.
Map and Directions:
