ACE Member Panel on "How We Contract With and Charge our Clients."
Contracting with and charging our clients are fundamentals. It’s what brings home the bacon (or bagels…). Moving a prospect from the introductory stage through and to closing a job is a challenge all of us face and only a few of us do it comfortably if not well. Few of us have a clear and consistent supporting process and tools. Do you?
Some of the topics and options that will be discussed:
- Contracts or Letters of Agreement
- Scope of Work
- Fee Setting: Hourly? Daily? By the Project?
- Performance Based Projects and Compensation
- Client Communications
- Record Keeping & Confidentiality
Please join us for an informative panel. Each of our ACE panelists represents a different approach to their practice. They have agreed to bring their perspectives to our table!
Participants will leave this session with models and concrete ideas to use in their own practices.
About Our Panel
Janet C. McCaa, principal of Coherent Companies LLC and Johnson & McCaa LLC, focuses her law practice on business transactions and estate planning. Janet serves as General Counsel to CEI Capital Management LLC, a Portland community development organization with $858 million of assets under management. She is also a Certified Financial Planner® and financial advisor with LPL Financial, and a former Fellow of the American College of Trust and Estate Counsel. Janet is a graduate of Wellesley College and Cornell Law School, and holds an LL.M. in Taxation from New York University School of Law.
Sam Bishop, Pace Consulting, has over 36 years’ experience as a management consultant having assisted more than 165 small and medium sized organizations with financing, strategic and business planning, business valuation/exit strategy, acquisition/ divesture/sale of assets, diagnostic evaluation, motivational assessment and on-going implementation. In addition, he has also served as interim CEO, CFO or COO of twelve companies in start-up, turnaround or growth mode.
Mr. Bishop spent 17 years with a major Fortune 200 Corporation, advancing through production, product development, marketing and business planning to general management of an $80 million (1975 $) multinational division. He received his education at Harvard.
Bernard Mohr is cofounder of Innovation Partners International, a professional services firm dedicated to the notion that participative and strength based design processes are the most effective ways of dealing with our ever increasing complexity and pace of change.
For 40 years, as a design practitioner and thinking partner, Bernard has supported global clients within healthcare, manufacturing, retail, pharmaceuticals, education and government in creating places to work where people thrive and workplaces that deliver sustainable value for society.
Roundtable
Takes place from 9:45-10:30 following the regular meeting and is optional
Making Mentoring Work for You
Many collaborative experiences have been initiated within the ACE group because of the helpful nature of its participants. Some of those experiences were initiated from our mentorship program and then quickly grew into a deeper relationship, where benefits were gained by both mentor and mentee.
During this roundtable, several of our master mentees will discuss their experiences: how their past mentoring relationships originated, what took place, and what benefits came from those relationships.
During the program we will also investigate initiating a formal mentoring program within ACE that will encourage members to learn from one another. Our members are naturally helpful. However, time is short and developing a thoughtful mentoring relationship can be time-consuming.
It’s rewarding to assist people in their career, especially when both parties can benefit. Join us for our lively discussion on developing a mentoring program for you and or your company.
Facilitated by
Jay Casavant, Vantage Point Recruiting
Vantage Point Recruiting provides executive search services throughout Northern New England. Our 30 years in the industry reflects our commitment and dedication to providing you the best talent and services in the business.
The Facts...
The ACE regular meeting has networking, a buffet breakfast and a speaker. Guests are welcome.
Registrations are required by February 17, 2015. If you want to be included on the registration list at the meeting then you need to register by the due date.
You can pay online by credit card (Visa, MasterCard or Discover NOT AMERICAN EXPRESS!) or mail a check to:
ACE
110 Marginal Way #142
Portland ME 04101
If you are mailing a check, please register here so the system can track the registrants for us. Thanks!
Members: the $22 fee only works if you pay in advance. At the door, it is $28.
Cancellation - the meeting will be cancelled if Portland Schools are cancelled.
