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Please email help@howtomanage.com with any comments, questions, cancellation requests, to bring more guests, or to ask about the meaning of life.
For those of you who don't have your budget and don't know how to look at and manage cash flow, this is for you! This is a working workshop so come prepared to role up your sleeves and work.
When attending the Basic Budget Workshop come prepared to roll your sleeves up and get it done! By the end of the workshop, you will have a completed budget for your law firm for the next 12 to 18 months.
Our experienced HTM Financial Advisors will share their expertise in helping you create the right budget for your firm’s goals. Throughout this workshop, you will improve your budget development skills and acquire the new skills needed to review and use budget variance reports. Perhaps most importantly, you will learn why it is critical for your budget to align with your business plan and will gain clarity on why a budget and a business plan cannot be mutually exclusive.
The highlights of this course include:
- Questions you need to ask your bookkeeper.
- Chart of Accounts best practices.
- Revenue Planning: The key metrics you need to know.
- Labor Expense Planning: In legal production, administrative, management, sales, and marketing.
- Cash Flow Planning: Taking the budget and creating a cash flow plan.
- Quality Checking your Budget: How to help your team discover common errors & issues in budgets.
- Occupancy and all other Operating Expenses.
- Implementing operating expenses and best practices for all addition items on an income statement.
Hosted by:
Jose Sevilla
Cash FLow And Budget
"Get IT Done" Workshop
May 30-31
May 30-31
WORKSHOPALOOZA
If you struggle with figuring out how to create a compensation plan profitable to you and your employees, or are not sure why your labor cost ratio is 75% but the work still isn't getting done... THIS IS FOR YOU. Erika and Oscar will take you through how to create performance based compensation plans that ensure every staff dollar spent create profit for your firm and you.
Are you unsure of how to create a compensation offer that's profitable for you and your staff?
This workshop, will help teach you how to engineer compensation that is both tied to position performance and profitability.
In this workshop you’ll look at:
- The true costs of paying someone a single dollar of compensation
- Best practices for labor cost rations and formulas to understand incentives
- Creative Compensation such as benefits, deffered comp and more that will help you also RETAIN employees
- Special considerations for specific positions within your firm like attorneys, salespeople, marketing and your PLA
- Difference between your compensation plan and KPIs
- Compensation Review systems
Hosted by:
Erika Ferenczi
Designing Profitable
Compensation
Oscar Ferenczi
May 30-31
May 30-31
Designing Profitable
Compensation
WORKSHOPALOOZA
If you don't know how to manage your team to get the best results, are afraid of giving feedback and even more afraid of how to have the "decision has been made conversation" you NEED this. Join Nichole Hanscome and our very own Director of Team Progress Candice Saltzman for this 2-day intensive giving you the tools you need to provide constructive feedback through to having the conversation that a decision has been made.
Do you dread giving constructive feedback to your employees? Worry about how to let them know they need to step it up (or step out)? Even worse, have you ever let a mediorcre or poor employee just float along because you can't face firing them?
Providing solid, fact based, constructive feedback - even up to termination, can actually be an act of kindness as it is the only authentic way to help your team grow so they can either become the team member YOU need, or at least one that will provide value somewhere else.
Join Nichole Hansom and Candice Saltzman (Director of Team Progress) for a 2-day workshop teaching you how to provide Feedback, Discipline and even Termination in a professional, fair manner that gives every employee the opportunity to do better.
Hosted by:
Nichole Hanscome
Feedback to Termination
(With or Without The KleEnex)
Candice Saltzman
May 30-31
May 30-31
WORKSHOPALOOZA
Feedback to Termination
(With or Without The KlEenex)
WORKSHOPALOOZA
GREAT NEWS!
You spoke. We listened!
You said that in-between Live Quarterly Meetings you missed "getting your Bubble on". Yes, someone actually said that! And you said you wanted to have an easier time planning when & where to attend our amazing workshops that everyone loves so much. So we created Workshopalooza!
This is relatively new; the first one happened in February 2023. But Palooza's are already getting rave reviews. Dates are already scheduled once-a-quarter in between LQM's for the rest of this year and even into the next. So you never have to wait too long anymore to get your fix of The Bubble!
Just imagine a whole bunch of your fellow Bubbleites all in the same place but you're each attending different workshops:
"Hey you're attending that new workshop that's all about how to maximize profits, how do you like it"?
"I've already figured out how to get a new house for free from the extra profits I'm going to make. And you're at the workshop about how to retain superstar staff how's that one going for you"?
Get the idea?
And Now Some Even Better News!
Every Member of HTM (including you) has a "Foundation" level Membership. Think of this like an ice cream cone which you can put one or more "scoops" on top of. SLFU is a "scoop". C-Suite is another "scoop", COO is another scoop, etc.
Well, you said you wanted to have a bigger cone. And you said you wanted it to be a waffle cone. And you said you wanted it to be gluten free but you didn't want it to taste like cardboard. So we invented a gluten free waffle cone that tastes exactly like a real waffle cone. No that is delusional. But what we did do was to massively upgrade Foundation.
So, the way this works is that the "New & Improved Foundation" comes with EVERY-SINGLE-WORKSHOP that takes place at a Workshopalooza already included. That's right, with the "New & Improved Foundation" there is no additional fee to attend any of the workshops taking place at any of the Workshopaloozas. And you can still bring a Plus-One. And you can each split-up and RSVP for a different workshop and compare notes afterwards. Or keep what you learned a secret from each other and then get into a big fight about it on the way home. Either way gluten free waffle cones are still going to taste like cardboard!
PRO-TIP: Some of our more creative Members asked "Hey, can I attend the LQM's and send key members of my staff to attend workshops at the Paloozas"? And guess what we said? We said, YES!!!
OK so now you're probably getting pretty excited. And you're wondering "What if I'm NOT currently on the "New & Improved Foundation"? Can I still attend workshops at Workshopalooza? The answer is yes. Simply pay the regular admission fee for the workshop of your choice. And remember, they ALL come with our "You Will Be Really Glad You Attended This Workshop Or Your Money Back" guarantee.
"Wait a second, you're telling me that if I'm on the "old" Foundation for $1,500 I can still attend all the workshops I want to attend only I pay the regular admission fee... but if I'm on the "New & Improved Foundation" for $2,500 I can scoop-up one or even two workshops per quarter at no additional fee. . . and I can even use some of the workshops to help me train, test and even reward my staff, too!?!?!
Yes. And if you would like to upgrade your Foundation now you can email TaniaM@HowToManage.com and we will get you all set up to attend as many as you want.
Not sure if you should upgrade to the "New & Improved Foundation"?
Consider this. . . the average workshop is about $5,000. If you and a plus-one each attend a separate workshop once-a-quarter you will save $40,000. All for an additional investment of just $1,000/month. And the "New & Improved Foundation" comes with much, much more than this. If you want to learn more please email TaniaM@HowToManage.com or ask your CEO to help you figure out how to squeeze a TON OF VALUE out of the New & Improve Foundation.
Last question: What about when my current contract ends? When your current contract ends you will be offered the option of renewing with the New & Improved Foundation. Sorry, the old Foundation is being discontinued.
Cash FLow And Budget
"Get IT Done" Workshop
If you have the NEW & IMPROVED FOUNDATION ($2500) then Palooza Workshops ARE included in your membership.
If you are not on the NEW & IMPROVED FOUNDATION then Palooza Workshops ARE NOT included, and you pay-per-workshop.
If you have any questions, please email TaniaM@HowToManage.com
Check Out Palooza Eligibility Rules Here
REMEMBER TO RSVP FOR
FUTURE LQMs
Please email help@howtomanage.com with any comments, questions, cancellations requests, bring more guests, or to ask about the meaning of life.
May 30 - June 1
Hollywood, FL - The Diplomat Hotel
WORKSHOPALOOZA
GREAT NEWS!
You spoke. We listened!
You said that in-between Live Quarterly Meetings you missed "getting your Bubble on". Yes, someone actually said that! And you said you wanted to have an easier time planning when & where to attend our amazing workshops that everyone loves so much. So we created Workshopalooza!
This is relatively new; the first one happened in February 2023. But Palooza's are already getting rave reviews. Dates are already scheduled once-a-quarter in between LQM's for the rest of this year and even into the next. So you never have to wait too long anymore to get your fix of The Bubble!
Just imagine a whole bunch of your fellow Bubbleites all in the same place but you're each attending different workshops:
"Hey you're attending that new workshop that's all about how to maximize profits, how do you like it"?
"I've already figured out how to get a new house for free from the extra profits I'm going to make. And you're at the workshop about how to retain superstar staff how's that one going for you"?
Get the idea?
And Now Some Even Better News!
Every Member of HTM (including you) has a "Foundation" level Membership. Think of this like an ice cream cone which you can put one or more "scoops" on top of. SLFU is a "scoop". C-Suite is another "scoop", COO is another scoop, etc.
Well, you said you wanted to have a bigger cone. And you said you wanted it to be a waffle cone. And you said you wanted it to be gluten free but you didn't want it to taste like cardboard. So we invented a gluten free waffle cone that tastes exactly like a real waffle cone. No that is delusional. But what we did do was to massively upgrade Foundation.
So, the way this works is that the "New & Improved Foundation" comes with EVERY-SINGLE-WORKSHOP that takes place at a Workshopalooza already included. That's right, with the "New & Improved Foundation" there is no additional fee to attend any of the workshops taking place at any of the Workshopaloozas. And you can still bring a Plus-One. And you can each split-up and RSVP for a different workshop and compare notes afterwards. Or keep what you learned a secret from each other and then get into a big fight about it on the way home. Either way gluten free waffle cones are still going to taste like cardboard!
PRO-TIP: Some of our more creative Members asked "Hey, can I attend the LQM's and send key members of my staff to attend workshops at the Paloozas"? And guess what we said? We said, YES!!!
OK so now you're probably getting pretty excited. And you're wondering "What if I'm NOT currently on the "New & Improved Foundation"? Can I still attend workshops at Workshopalooza? The answer is yes. Simply pay the regular admission fee for the workshop of your choice. And remember, they ALL come with our "You Will Be Really Glad You Attended This Workshop Or Your Money Back" guarantee.
"Wait a second, you're telling me that if I'm on the "old" Foundation for $1,500 I can still attend all the workshops I want to attend only I pay the regular admission fee... but if I'm on the "New & Improved Foundation" for $2,500 I can scoop-up one or even two workshops per quarter at no additional fee. . . and I can even use some of the workshops to help me train, test and even reward my staff, too!?!?!
Yes. And if you would like to upgrade your Foundation now you can email TaniaM@HowToManage.com and we will get you all set up to attend as many as you want.
Not sure if you should upgrade to the "New & Improved Foundation"?
Consider this. . . the average workshop is about $5,000. If you and a plus-one each attend a separate workshop once-a-quarter you will save $40,000. All for an additional investment of just $1,000/month. And the "New & Improved Foundation" comes with much, much more than this. If you want to learn more please email TaniaM@HowToManage.com or ask your CEO to help you figure out how to squeeze a TON OF VALUE out of the New & Improve Foundation.
Last question: What about when my current contract ends? When your current contract ends you will be offered the option of renewing with the New & Improved Foundation. Sorry, the old Foundation is being discontinued.
ADDITIONAL RSVPs
REMEMBER TO RSVP FOR
FUTURE LQMs
Please email help@howtomanage.com with any comments, questions, cancellations requests, bring more guests, or to ask about the meaning of life.
ADDITIONAL RSVPs
WORKSHOPALOOZA
13+ Years Old
3-12 Years Old
3-12 Years Old
13+ Years Old