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Events

Webinar: Estimates - 7 PM EDT
Jun
8
4:00 pm16:00

Webinar: Estimates - 7 PM EDT

This webinar is at Wednesday, June 8, 7 PM EDT. A second session is available for viewers on the West coast.

What you'll learn
- Trust, accurate reporting, and math are prerequisites for good estimation
- How Monte Carlo simulations can produce reliable estimates for fixed deliverable packages
- Why historical estimation bias can help with new or difficult estimates

Estimation is an essential skill for the success of all consultants.

Webinar: Estimates - 7 PM PDT
Jun
9
7:00 pm19:00

Webinar: Estimates - 7 PM PDT

This webinar is 7 PM PDT. A second session is available for viewers on the East coast.

What you'll learn
- Trust, accurate reporting, and math are prerequisites for good estimation
- How Monte Carlo simulations can produce reliable estimates for fixed deliverable packages
- Why historical estimation bias can help with new or difficult estimates

Estimation is an essential skill for the success of all consultants.


IEEE Consultants Network: The Statement of Work
May
25
7:00 pm19:00

IEEE Consultants Network: The Statement of Work

I'll be discussing best practices for Statement of Work documents with the IEEE Consultants Network of Vancouver, Canada on Wednesday, May 25th at 7 PM PDT. Join us to learn:

- How to work with the client to scope the Statement of Work over the course of a meeting
- Writing the Statement of Work
- Negotiating and redlining the Statement of Work

We will also have a live thirty-minute Q&A period after the presentation, and there are two labs planned using Microsoft Word. If you bring your laptop you can participate in the labs.

Webinar: The Statement of Work - 7 PM PDT
May
5
7:00 pm19:00

Webinar: The Statement of Work - 7 PM PDT

This webinar is at 7 PM Pacific. A second session is available for viewers on the (east or west) coast.

What you'll learn

- Working with the client to scope the Statement of Work over the course of a meeting
- Writing the Statement of Work
- Negotiating and redlining the Statement of Work
- We will also have a live thirty-minute Q&A period after the presentation

This session will be recorded, and registered attendees will receive a link to download the recording.

Webinar: The Statement of Work - 7 PM EDT
May
4
4:00 pm16:00

Webinar: The Statement of Work - 7 PM EDT

This webinar is at 7 PM Eastern time. A second session is available for viewers on the west coast.

What you'll learn

- Working with the client to scope the Statement of Work over the course of a meeting
- Writing the Statement of Work
- Negotiating and redlining the Statement of Work
- We will also have a live thirty-minute Q&A period after the presentation

This session will be recorded, and registered attendees will receive a link to download the recording.

IEEE Consultants Network: Scheduling an Engagement
Apr
14
7:00 pm19:00

IEEE Consultants Network: Scheduling an Engagement

  • 1050 West Pender Street Vancouver, BC, V7X Canada

I will be speaking to the IEEE Consultants Network of Vancouver, Canada on Thursday, April 14th about best practices for scheduling professional services engagements.

What we'll discuss:

  • Executing and continuously improving your Standard Operating Procedure
  • Working together with the client to schedule the engagement
  • Assigning resources as part of scheduling the engagement

You can join us in person and find out more about the IEEE at 1050 West Pender St., Vancouver, Canada.

Webinar: Scheduling an Engagement - Pacific Time Zone
Apr
7
7:00 pm19:00

Webinar: Scheduling an Engagement - Pacific Time Zone

This webinar is at 7 PM Pacific. A second session is available for viewers on the east coast.

What you'll learn
- Executing and continuously improving your Standard Operating Procedure
- Working together with the client to schedule the engagement
- Assigning resources as part of scheduling the engagement
- We will also have a live thirty-minute Q&A period after the presentation

This webinar series is a world-first: a dedicated professional services manager course with a dedicated focus on management—this exclusivity of focus is designed to strip away the redundant training that comes with other options, such as the MBA:
- Eight 90 minute webinars covering the fundamentals of professional services management
- Topics include areas such as estimates, engagement scheduling and KPIs
- Available to watch online on all internet web browsers

Webinar: Scheduling an Engagement - Eastern Time Zone
Apr
6
4:00 pm16:00

Webinar: Scheduling an Engagement - Eastern Time Zone

This webinar is at 7 PM Eastern. A second session is available for viewers on the west coast.

What you'll learn
- Executing and continuously improving your Standard Operating Procedure
- Working together with the client to schedule the engagement
- Assigning resources as part of scheduling the engagement
- We will also have a live thirty-minute Q&A period after the presentation

This webinar series is a world-first: a dedicated professional services manager course with a dedicated focus on management—this exclusivity of focus is designed to strip away the redundant training that comes with other options, such as the MBA:
- Eight 90 minute webinars covering the fundamentals of professional services management
- Topics include areas such as estimates, engagement scheduling and KPIs
- Available to watch online on all internet web browsers

About Managing Professional Services Firms
Mar
23
6:00 pm18:00

About Managing Professional Services Firms

On March 23rd, I'll be giving a talk on the fundamentals of managing professional services firms to the IEEE Ottawa Alliance of IEEE Consultants Network (AICN), the Joint Chapter of the Technical Management Council, Professional Communications Society, and the Society on Social Implications of Technology.

http://www.ieeeottawa.ca/2016/03/interactive-webinars-on-managing-a-consulting-firm-starting-their-own-business/

Webinar: The Quote to Cash Process - Pacific time zone
Mar
3
7:00 pm19:00

Webinar: The Quote to Cash Process - Pacific time zone

This webinar is at 7 PM Pacific. A second session is available for viewers on the east coast.

WHAT YOU'LL LEARN

  • The Pipeline and all of the potential new opportunities for your firm
  • The Backlog represents all of the opportunities that your firm can work on
  • The Billings represent all of the work that can be billed

 We will also have a live thirty-minute Q&A period after the presentation

This webinar series is a world-first: a dedicated professional services manager course with a dedicated focus on management—this exclusivity of focus is designed to strip away the redundant training that comes with other options, such as the MBA:

  • Eight 90 minute webinars covering the fundamentals of professional services management
  • Topics include areas such as estimates, engagement scheduling and KPIs
  • Available to watch online on all internet web browsers


Webinar: The Quote to Cash Process - Eastern time zone
Mar
2
4:00 pm16:00

Webinar: The Quote to Cash Process - Eastern time zone

This webinar is at 7 PM Eastern. A second session is available for viewers on the west coast.

WHAT YOU'LL LEARN

  • - The Pipeline and all of the potential new opportunities for your firm
  • - The Backlog represents all of the opportunities that your firm can work on
  • - The Billings represent all of the work that can be billed

We will also have a live thirty-minute Q&A period after the presentation

This webinar series is a world-first: a dedicated professional services manager course with a dedicated focus on management—this exclusivity of focus is designed to strip away the redundant training that comes with other options, such as the MBA:

  • Eight 90 minute webinars covering the fundamentals of professional services management
  • Topics include areas such as estimates, engagement scheduling and KPIs
  • Available to watch online on all internet web browsers
Webinar: About Managing Professional Services Firms - Pacific Time Zone
Feb
11
7:00 pm19:00

Webinar: About Managing Professional Services Firms - Pacific Time Zone

This webinar is at 7 PM Pacific. A second session is available for viewers on the east coast.

WHAT YOU'LL LEARN

  • The three types of Professional Services firm and the management at each
  • The emphasis that clients and employees put on values and culture
  • Using your influence, passion, and vision to lead the organization

We will also have a live thirty-minute Q&A period after the presentation.

This webinar series is a world-first: a dedicated professional services manager course with a dedicated focus on management—this exclusivity of focus is designed to strip away the redundant training that comes with other options, such as the MBA:

  • Eight 90 minute webinars covering the fundamentals of professional services management
  • Topics include areas such as estimates, engagement scheduling and KPIs
  • Available to watch online on all internet web browsers
Webinar: About Managing Professional Services Firms - Eastern Time Zone
Feb
10
4:00 pm16:00

Webinar: About Managing Professional Services Firms - Eastern Time Zone

  • United States

This webinar is at 7 PM Eastern. A second session is available for viewers on the west coast.

What you'll learn

  1. - The three types of Professional Services firm and the management at each
  2. - The emphasis that clients and employees put on values and culture
  3. - Using your influence, passion, and vision to lead the organization

We will also have a live thirty-minute Q&A period after the presentation.

About

This webinar series is a world-first: a dedicated professional services manager course with a dedicated focus on management—this exclusivity of focus is designed to strip away the redundant training that comes with other options, such as the MBA:

  • Eight 90 minute webinars covering the fundamentals of professional services management
  • Topics include areas such as estimates, engagement scheduling and KPIs
  • Available to watch online on all internet web browsers
Jan
20
7:00 pm19:00

Vancouver: The Quote to Cash Process

  • 1050 W Pender Street, Suite 850 Vancouver, BC V7X CA Canada

I will be giving a talk about the quote to cash process at a worldwide professional services organization. This will be the most valuable hour of your month if you are a consultant considering asking for a promotion to a managerial position. This presentation has no bullet points, three labs using Excel, and plenty of time for questions. 

What you'll learn:

  • The Pipeline and all of the potential new opportunities for your firm
  • The Backlog represents all of the opportunities that your firm can work on
  • The Billings represent all of the work that can be billed