(e-mail address) 

 

 

IMC SoCal Monthly Meeting - February 19, 2008

Contracts & Agreements to Promote & Protect Businesss
With Rick Usher, of Furman Usher

Proposals to Promote & Protect Business

Dinner Meeting

What Every Consultant Needs to Know About Contracts & Agreements to Promote & Protect Their Business. Rick Usher, of Furman Usher, an Orange County attorney will be the speaker.

Participants should leave with an understanding of :

• The purposes and reasons consultants use contracts and agreements.
• How contracts and agreements can be used to manage consultant’s risks, including miscommunication, client misunderstanding and dissatisfaction, and liabilities.
• The elements of a contract or agreement and important terms to include.
• The types of contracts and agreements used by consultants in different roles, such as prime contractor, subcontractor, project work, and retainer engagements.
• When a consultant needs an attorney for contracts and agreements and how to find and select an appropriate one.
• Best practices in developing contract and agreement templates
• Best practices in developing an agreement or contract for a specific engagement
• Where to find check lists and sample contracts for consultants.

  
About Richard S. Usher, an Irvine based attorney & a principal in the firm of Furman Usher, Inc.
Richard Usher, a principal in the firm of Furman Usher, Inc., is an attorney and business advisor with over 25 years of varied experience. He focuses his practice on business transactions and corporate practices and strives to provide his clients with practical, business-oriented guidance.

Mr. Usher formed Furman Usher, Inc. in 1994 with Roger Furman. He currently uses his extensive legal and business experience to counsel a variety of businesses and executives moving from the corporate world into entrepreneurship. He is known for providing pragmatic and understandable advice on complex issues and realistic solutions with a bottom-line orientation.

His practice includes handling acquisitions, structuring and forming business entities, preparing business plans, assisting with financing documentation, advising franchisees, counseling on employment issues, negotiating and preparing contracts, leases and licenses, and managing general business transactions. He also acts as outside General Counsel to several businesses.

Mr. Usher began his legal career as a business litigation attorney with a major Los Angeles law firm. He subsequently spent over 10 years as General Counsel and senior corporate officer of Ultramar, Inc., a multi-billion dollar oil refiner and marketer. His corporate experience included managing legal, human resources, risk management, and environmental departments; serving on corporate Executive Committees; and handling a wide variety of business acquisitions and transactions.

In addition to his professional practice, Mr. Usher participates in start-up businesses and sits on profit and nonprofit boards of directors. He is a founding director and a past President of the Professional Coaches and Mentors Association, a nonprofit organization for professional coaches working with businesses and executives.
He is a graduate of Miami University (Ohio) (B.A. Magnum Cum Laude) and the UCLA School of Law (Juris Doctor) and is a member of the California Bar.

Afternoon Workshop

What Every Consultant Needs to Know About Proposals to Promote & Protect Their Business. Bill Mooney of William Mooney Associates, a Torrance based consultant coach will facilitate the discussion.

Participants should leave with an understanding of
• A broad view of what constitutes a proposal or presentation
• Nine reasons why consultants do proposals or presentations
• How to increase the probability of a sale by using five types of options in their proposals and presentations
• How to Use Early Stage Proposals Effectively,
• A Winning Format for Presentations and Proposals Including the Use of Functional Flow Diagrams along with Phases including Titles, Narratives Including Value Creation, Deliverables, & Assumptions.
• How proposals and presentations relate to contracts and agreements.

Attendees will be asked to do an assessment of their presentation and proposal practices and develop an action plan for improving their conversion rates through the use of more effective proposals and presentations. They will also be asked to share their experiences related to the topics being discussed. The presentation will be illustrated with examples from a variety of sources as well as from the audience. An annotated bibliography will be distributed along with the presentation handout.

About Bill Mooney, a Torrance based Consultant Coach and Management Consultant for Consulting Businesses

Since 1988, Bill Mooney has helped hundreds of consultants build profitable consulting practices. As a consultant coach, consulting educator, and management consultant for consulting businesses, he has helped hundreds of clients identify and implement strategies and tactics that provided them with a competitive edge through their capitalizing on their expertise and experience as well as involvement in trade associations, professional societies, and business organizations as well as professional consulting organizations. He has been particularly effective in helping clients develop presentations and proposals to clients that result in turning around difficult situations as well as walking out with a greater scope and fee than they had originally sought. He will share some of this experience in the afternoon presentation.

Additionally, he has helped thousands of consultants and want-to-be consultants through his various seminars such as “How to Build & Maintain A Profitable Consulting Business” which he offers periodically in Irvine and Woodland Hills. His several hundred coaching, consulting and seminar clients represent many disciplines of consulting and are located in several states. He directs the Torrance based Center for Consulting & Professional Practices, a division of William Mooney Associates.

He is a frequent speaker to consulting, professional, trade, business, corporate, and career groups and has authored numerous articles on consulting related topics including the recently published “How to Find, Hire and Work with Consultants” which appeared in the 2003 Handbook of Business Strategy; “The Branding Game: Using Branding and Consulting Products to Give Your Company the Upper Hand” in the November 1998 issue of BTA Solutions; and “Where’s the Value in Your Security Consulting?” in the Winter 2006 issue of the IAPSC Newsletter.

Bill Mooney is a Certified Management Consultant (CMC) and a long time member of the Institute of Management Consultants as well as the Association of Professional Consultants, the Food Consultants Group, the American Society of Training and Development, the American Chemical Society, National Science Teachers Association, Torrance Area Chamber of Commerce; and the Palos Verdes Executive Fellowship as well as the alumni associations of both Stanford University and the University of California, Berkeley. From 1989-1998 he was Executive Secretary of the Consultants Roundtable of Southern California. He is a former member of the Association of Professional Communications Consultants, Consultants Roundtable of Southern California, Independent Computer Consultants Association, National Bureau of Certified Consultants, Professional Coaches & Mentors Association, and the Society of Technical Communications. In 1985, he was the Chairman of the Southern California Section of the American Chemical Society. He is a former Regent, former chair of the Convocation of California Lutheran University and was a member of the Convocation of the University for 27 years.

Bill is an Emeritus Professor of Chemistry at El Camino College, where he served on the faculty from 1950 – 1988 and was Dean of a Science Division from 1954 – 1966. In 1967, he received the national Catalyst Award for Excellence in College Chemistry Teaching presented by the Manufacturing Chemists Association (now the American Council on Chemistry), the first awarded to a two-year college faculty. He is listed in the 1971 and 1974 volumes of Outstanding Educators of America.

Bill received an A.B. in Physics from the University of California, Berkeley, in 1946; an M.A. in education and an M.S. in Organic Chemistry from Stanford University in 1947 and 1950, respectively. He was elected to Alpha Chi Sigma, Phi Beta Kappa, Phi Delta Kappa, and Phi Lambda Upsilon. He served on active duty in the U.S. Navy during and after World War II and has been in Torrance since 1950 where he resides with his wife, Margery. They have three sons and five grandchildren and are members of the First Lutheran Church there.

 

Time & Location

  • Place:
    Ayres Hotel
    14400 Hindry Avenue
    Hawthorne, CA 90250
    405 Fwy & Rosecrans (at exits)
    310-536-0400
    Click Here For Website
  • Date: Tuesday, February 19, 2008
  • Time: 4:30pm - 8:30pm
    • 4:30- 5:30 Afternoon Workshop
    • 5:30- 6:00 Networking & Cocktails
    • 6:00- 8:30 Dinner & Evening Session
  • Price: CLICK HERE TO REGISTER
    • IMC Member early registration through noon on 2/15/08, $45
    • IMC Member late registration after noon on 2/15/08, $55
    • Non-member early registration through noon on 2/15/08, $55
    • Non-member late registration after noon on 2/15/08, $65
  • Payment by Check: Mail checks payable to "IMC SoCal" to Robert A Josefek Jr. PhD Treasurer, IMC SoCal, Josefek Associates Inc 115 Camino De Las Colinas Redondo Beach CA 90277. Checks must be received prior to the event.
  • Dinner Menu:
    • Scaloppini of Chicken
    • Pan Seared King Salmon
    • Vegetable Wellington
  • Contact for further details:

© 2008 IMCSoCal.org All Rights Reserved.
Powered By
Site Design By