| 9.00am |
Introduction & Opening Remarks |
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· Self introduction & hopes for the day |
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· Trends, industry exciting time |
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| 9:30am |
Getting started |
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· Developing a business plan |
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· Business models-which organizational structure is right for your firm? |
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· Models for structuring management fees, service charges and handling client expenses |
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| 10:00am |
Effective Operations |
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· Technology & office facilities- |
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· Staffing, subcontracting, outsourcing, and purchasing- |
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· Key operational services |
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- Financial management and accounting procedures (audits, internal controls, reporting)
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- Tax laws, preparation and filing
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· Operations & policies and filing |
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· Client/AMC relationships |
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| 10:45am |
Break |
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| 11.00am |
Marketing |
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· Branding and positioning |
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· Developing leads |
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· The RFP process |
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· Preparing proposals and making presentations |
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| 11:45am |
Legal Issues |
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· Insurances coverage |
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· Confidentiality, disclosure & other professional ethics |
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· Client contracts |
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| 12.15pm |
Lunch |
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| 1:30pm |
Resources/Wrap up of morning/Intro to World Café format |
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· Transitions and growth |
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· Path and funding of staff professional |
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development and certifications |
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· Resources (including ASAE & The Center for |
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Association Leadership; AMC Institute, etc.) |
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| 2:00pm |
World Café – Case Studies |
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| 2.30pm |
World Café – Business Models |
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| 3.00pm |
Break |
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| 3.15pm |
World Café – Staffing Solutions |
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| 3.45pm |
World Café – Marketing |
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| 4.15pm |
Reporting |
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| 4:45pm |
Q & A and Closing Remarks |
