IMC SoCal November 2003 Chapter Meeting

Evening Session:
What Every Consultant Should Know about the Evolution of a Client's Business and Wealth

When you are consulting with a privately held or family-owned business, don’t overlook the dynamic interaction between the development of the business and the development of the owner’s wealth. Ernie Doud’s new four-stage business / wealth development model provides a new way to look at the interaction. This presentation will improve your perspective and effectiveness as a consultant.

Evening Speaker: Ernest A. Doud, Jr., CMC

Ernie Doud, CMC, is co-founder & managing partner of DoudHausnerVistar, a team of multi-disciplinary strategic advisors to family owned and privately held businesses. He is the creator of the “Six Transitions” approach to family business succession planning. He is the author of Hats Off to You: Balancing Roles and Creating Success in Family Business and The Evolution of Family Business and Family Wealth. He is also the author of numerous articles and is a frequent public speaker on strategic issues in family business succession. He began his consulting career in 1969. He holds a B.A. degree from Claremont McKenna College and an MBA from UCLA. He is a Fellow of the Family Firm Institute, a CMC, and a past president of IMC SoCal.

Afternoon Session:
What Makes You Unique as a Management Consultant?

Management Consultants need to know how to "spell" the terms "management" and "consulting". You must know the distinct processes of management and consulting well. You also need to define and strive to be unique, in that you need to differentiate yourself from the thousands of other consultants that are calling on your prospective clients. Your unique qualities include:

Your brand and marketing media

Your combined industry/business functional specialty niche

Your style and chemistry

Your "bedside manner"

Your methodology

Your products

Afternoon Speaker: Peter Crosby, CMC

Pete Crosby, CMC, is Principal of CGR Management Consultants. He entered consulting in 1969 with A. T. Kearney in San Francisco as their youngest ever consultant. His experience covers most areas of supply chain management, including the buy, make, move, store, sell, deliver, and information communications activities. He holds a BS in engineering from UC Berkeley and two graduate degrees from the Department of Management Science & Engineering at Stanford University and the Stanford Business School. He has conducted more than 215 management consulting engagements for clients. He is a CMC and a past president of IMC SoCal.

Time, Place & Cost

Place: LAX Renaissance Hotel, 9620 Airport Blvd., Los Angeles, CA
(1/4 mile north of Century Blvd.)
Date: Tuesday, November 18, 2003.
4:00 - 5:30 p.m.: Academy of Consulting Skills: "What Makes You Unique as a Management Consultant?" with Peter Crosby.
5:30 - 6:30 p.m.: Networking & Cocktails (no-host bar).
6:30 - 7:15 p.m.: Dinner.
7:15 - 7:30 p.m.: Welcome, Announcements & Introductions.
7:30 - 8:30 p.m.: Evening presentation: "What Every Consultant Should Know about the Evolution of Business and Wealth" with Ernest A. Doud, Jr. CMC.
Cost: $45 IMC members, $55 non-members, with online registration by Monday noon prior to the event. Add $10 for payment after that deadline or at the door.
Further information: Please contact Dennis McCue CMC of Dynamic Firm Management, 4570 Campus Drive, Suite 60, Newport Beach, CA 92660, 949-640-2220.
Payment by Check: Mail check payable to "IMC SoCal" to Mark Daniel, 17274 Blue Spruce Lane, Yorba Linda, CA 92886. Check must be received one week prior to event.

About IMC SoCal

IMC SoCal is the Southern California Chapter of the Institute of Management Consultants, the national accrediting organization for management consultants. We hold monthly Chapter Dinner Meetings near LAX plus special events. These are open to all consultants and their guests, and are a great venue for professional development and networking. We also hold monthly breakfast meetings in different Southern California cities.