KNOWLEDGE – Briefings

The University of CLIENT ADVOCATE NETWORK (UCAN) schedules briefings through the year. They are also available in a Private Briefings for companies who wish to bring the presentation "in-house" for employees or clients

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TITLE:	CEO Chronicles: Lessons Learned on the Entrepreneurial Journey
DESCRIPTION:	An open dialogue with a series of entrepreneurial CEOs discussing their careers, their companies, accomplishments, set-backs, and what lies ahead on their entrepreneurial journey.
DELIVERABLES:	Hear their founding story and how they survived the early years Listen as they discuss their successes and set-backs and the lessons they learned along the way Find out how they are dealing with today’s economic challenges and what lies ahead for them as they continue on their entrepreneurial journey
TITLE:	Fundamentals of a Meaningful Relationship Network – Part 1
DESCRIPTION:	Relationship networking is one of the most powerful tools used by professionals to grow their business. The most successful professionals know how to establish, nurture, and build upon these relationships.
DELIVERABLES:	Teaches the fundamentals of relationship networks and the seven building blocks of a meaningful relationship network.
TITLE:	How to Develop a Meaningful Relationship Network – Part 2
DESCRIPTION:	Relationship networking is one of the most powerful tools used by professionals to grow their business. The most successful professionals know how to establish, nurture, and build upon these relationships.
DELIVERABLES:	Builds upon the fundamentals of relationship networks and examines the "how to’s". Part 1 is a prerequisite to attending part 2.
TITLE:	Developing Your Practice through Practice Development
DESCRIPTION:	Practice development is the way a professional services firm finds, attracts, wins, retains, and expands relationships with ideal clients. It encompasses marketing, sales, customer service, cross selling, and relationship management.
DELIVERABLES:	Get an understanding of the key components of practice development and how they work together to help professionals build, maintain and grow profitable books of business.
TITLE:	Conversations that Count
DESCRIPTION:	Based on Crucial Confrontations by Kerry Patterson, Joseph Grenny, Ron McMillan, Al Switzler Behind the problems that routinely plague families, teams, and organizations are individuals who either can’t or won’t deal with failed promises. Others have broken rules, missed deadlines, or just plain behaved badly. If anybody steps up to the issue, he or she often does a lousy job and creates a whole new set of problems. New research demonstrates that these disappointments aren’t just irritating – they’re costly, sapping organizational performance by 20 to 50 percent and accounting for up to 90 percent of divorces.
DELIVERABLES:	Teaches skills to increase confidence in facing tough issues To permanently resolve failed promises and missed deadlines Transform broken rules and bad behaviors into productive accountability Strengthen relationships while solving problems.
TITLE:	Effective Decision Making
DESCRIPTION:	Based on Smart Choices: A Practical Guide to Making Better Life Decisions by John S. Hammond, Ralph L. Keeney, Howard Raiffa Decisions shape our experiences, from choosing which job to accept, to having the right car, to selecting a good accountant. How do we know which is the smart one? How can we be consistent and confident in our decisions? This Lunch ‘N Learn teaches skills to approach all types of decisions wit confidence that better results will be achieved.
DELIVERABLES:	To learn a simple method of making decisions - the eight keys to decision making.
TITLE:	Coping with the Inevitability of Change: In Business and in Life
DESCRIPTION:	Constant Change is the one thing we can count on these days and let’s face it; few of us are well versed in the language of change. Life is about changing - changing careers, changing locations, changing relationships, and shifting values. We used to think we had control of our lives and in a world of stability it seemed that way, but in our roller coaster world of today we face continuous detours and opportunities along the way. You’ve heard the phrase "It’s the Journey and Not the Destination:" and that’s the point. It’s all about managing the journey.
DELIVERABLES:	To predict, expect and manage change in your business and in your life.
TITLE:	The First Step in Great Leadership – Creating a Compelling Vision
DESCRIPTION:	One of the most important responsibilities of a leader is to shape and communicate the vision to everyone in the organization.
DELIVERABLES:	This workshop focuses on: How to create a compelling Vision that INSPIRES Questions you need to answer before you move your organization forward Six key elements to effectively communicate your Vision Why creating a POWERFUL Vision is not enough How to get everyone focused on the right RESULTS 14 conditions that can derail your organization The simple exercise that can TRANSFORM your organization
TITLE:	Creating a Business Foundation
DESCRIPTION:	The Effective Implementation of the strategic plan is the true determining factor as to whether or not a company is effective. The best way to predict the future is to create it! Business and Strategic Planning is a process that determines the future of the organization and what organizational resources will be needed to ensure that success. The process helps determine business opportunities and resources that are required to convert opportunity into success. All participants will be given a workbook one week prior to attending so that they might begin thinking strategically about their business.
DELIVERABLES:	This workshop focuses on: Vision Statement Values and Principles S.W.O.T. Analysis Mission Statement Critical Goal Categories Market and Sales Plan Implementation
TITLE:	How to Outperform & Outlast the Competition - Embracing Change & Thriving
DESCRIPTION:	Change or die. Today, the spoils and riches go to those people and organizations that can constantly adapt to new and better ways of doing things. Whether it’s embracing technology, responding to competition, penetrating new markets or finding better ways to serve customers; the winners have discovered the secrets of getting RESULTS
DELIVERABLES:	This workshop focuses on: How to exploit change for maximum growth The 4 reasons why people resist change and how to overcome them 5 strategies for organizational change And much more
TITLE:	Developing a Customer Loyalty Strategy
DESCRIPTION:	Customer loyalty starts by creating an emotionally positive experience for customers every time they come in contact with anything that has to do with the organization, and customer loyalty only begins with a commitment from the top of the organization. This briefing is only an introduction to a three part Customer Loyalty series.
DELIVERABLES:	This workshop focuses on: CUSTOMER SATISFACTION versus CUSTOMER LOYALTY Your PERCEIVED VALUE as defined by customers Why would your organization want loyal customers? What is a loyal customer worth to your organization What topics are covered in the 3 part Customer Loyalty Program?

To discuss these Executive or Private Briefings, please call CAN at (714) 668-9500 or email KNOWLEDGE@ClientAdvocateNetwork.com.