this is how it works, this is what I do

Take the First Steps

  • Talk with you about your ideas, reflect on the possibilities, and help define your project

  • Discuss marketing strategies, timing, formats, and possible locations

  • Discuss my fees and how they are built in to the budget for the program or charged by the hour for consulting work

  • Create a custom proposal for your particular project, and if accepted…

Develop the Program

  • Guide the process and timing of production

  • Create a working itinerary/schedule

  • Determine location(s)

  • Negotiate terms and agreements with the venue(s)

  • Negotiate terms and agreements with vendors regarding audio visual needs, transportation, group meals, and accommodations

  • Handle all communication and arrangements with invited presenters

  • Procure continuing education credit for therapists if the program and presenters qualify

Handle the Financials

  • Create a comprehensive projected budget, determine the registration fee, and monitor the budget throughout process

  • Open a business checking account specifically for the program to contain all income and be the source for payment of expenses

  • Handle cancellations and refunds

  • Provide a complete accounting of all income and expenses

  • Transfer surplus income to you at the completion of the project

promote the Program

  • Create copy for promotional materials be used on my website, presenter’s website, in email promotion, in printed materials

  • Create website pages, promotional email, printed flyer, etc.

  • Facilitate distribution of promotional materials

  • Post complete information about the program on my website with ability to register and accept credit card payments securely online

Work with Participants

  • Handle all inquiries from potential participants about the program

  • Accept registrations and payments

  • Create and send confirmation materials

  • Handle ongoing communications with participants

manage Logistics and Implementation

  • Coordinate all arrangements regarding meeting facilities, housing, transportation, meals, etc.

  • Be onsite for the program to handle all presenter needs, participant business, venue interface, and insure the timing and flow of the program