Marketing and Financial Strategies for Consultants
February 14, 2019 8:00am - 10:00am
Keller Williams Realty, 555 Zor Shrine Place, Madison
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Agenda
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8:00-8:30 Open Networking
8:30-8:45 Member and guest introductions
8:45-8:55 Spotlight – Madison Area Business Consultants Website Review
8:55-9:10 Carol Goedken on Marketing with a Plan
9:10-9:25 Rick Perrin on Financial Strategies for Profit Enhancement and Value Creation
9:25-9:40 Small Group Discussions
9:40-9:55 Small Group Reporting
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Program
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Moderator:
John Russell
Presenters:
Carol Goedken
ActionMarketing
(608) 249-1031
carolgoedken@gmail.com
Marketing with a Plan
Please come prepared to introduce yourself and your business in a different way:
I am [Name} from [Company Name] and my company is the best [WHAT] for [WHO] because [WHY].
Example: I am Carol Goedken with Action Marketing, and I am the best marketing consultant for all types of organizations because my model includes both strategic and tactical components and inspires you to TAKE ACTION!
Carol Goedken is an experienced executive with a proven track record of building start-ups and growing established companies. The focus of her career has been on launching new products that enhance people’s lives. She has enjoyed being a leader at privately-held and public companies, several start-ups, two of her own businesses as an entrepreneur, and at an international non-profit. The cornerstone of her work involves facilitating a half or full day session on “Marketing with a Plan” as she strongly believes that a strategic approach is critical to develop prior to executing marketing tactics.
Rick Perrin CPA, CCM, MBA
Partner B2B CFO
(608) 576-3773
rperrin@b2bcfo.com
Financial Strategies for Profit Enhancement and Value Creation
Rick is a Partner with B2B CFO®, the world’s largest CFO firm with a focus on companies up to $100 million in sales. He has over 35 years of broad-based financial and operations experience in manufacturing, retail, construction, software, non-profit and service firms, and as a CPA and consultant. Rick has extensive experience leading companies through high growth, and is particularly adept at driving increased sales, operational improvement and profitability.
Rick is the trusted advisor for a number of small and mid-market businesses where he helps them with all aspects of financial management, operations and profitability improvement, strategic planning and growth strategies. He uses unique planning and financial tools to increase his client’s sales and profits, helping fast growing as well as struggling companies. Rick also provides project and interim-CFO services and helps mentor and hire Controllers and other CFO’s.
Many owners are planning on exiting their businesses in the next few years, but don’t know how to maximize the value they will receive, nor do they have a transition plan. As a Certified Business Transition Expert™, Rick helps owners understand their options and maximize their exit value and uses B2B CFO®’s proprietary processes to help them successfully transition to new owners.
Prior to joining B2B CFO®, Rick was CFO of two manufacturing companies, where he played a major role in helping each of them double in size, each in four years.
Rick earned a B.S. in Business-Accounting from the University of Colorado-Boulder and holds an MBA in Corporate Finance from the UW Madison. Rick is a CPA and a CCM (Certified Cash Manager). Rick lives in Madison with his wife Darcy, has two daughters, and enjoys skiing, golf, biking and boating.
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Member Spotlight
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Madison Area Business Consultants Website Review
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Special Feature
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Merch Table for Members
Members, bring any promotional materials or products to sell. We invite you to set up at our monthly meetings. Communal tables.
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Program Logistics
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Who. For all B2B consultants craving collegiality, collaboration, and real conversation. Guests welcome!
What. Monthly program providing networking, a Member Spotlight, and relevant education. Refreshments, too.
When. Thu, February 14, 2019 • 8:00 AM– 10:00 AM
Where. Keller Williams Realty, 555 Zor Shrine Place, Madison
Cost. Free for Members & Guests
RSVP. Register Today!
Guests always welcome!
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Founded in 1987, we provide members opportunities for education, networking, and collaboration to aid in providing high-quality consulting services to clients.
