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IMC-SoCal Newsletter )
Institute of Management Consultants Southern California Chapter January 2008
In this issue
  • President's Message
  • Regional Breakfast
  • Help Wanted!
  • Member News
  • Dear IMC,

    Happy New Year!

    Evening Session: "How to Influence Organizational Change and Sucessful Management of Projects" With Dorianne Cotter-Lockard, IT strategy and management consultant.

    How to Powerfully Influence Organizational Change
    Management consultants already know how to diagnose problems, design solutions and implement them but, in many cases, they have not considered the hidden organizational roadblocks to success. Dorianne Cotter-Lockard, a veteran IT strategy and management consultant who works with Fortune 500 companies, will discuss the importance of consultants becoming an "influencer" to get clients to change their behavior and modes of thinking. Through her presentation, she will provide a framework and tools for consultants to use to recognize and eliminate such roadblocks.

    About Dorianne Cotter-Lockard, IT strategy and management consultant
    Dorianne Cotter-Lockard brings over 25 years of IT strategy and management experience, as a leader and delivery-oriented executive with a proven track record in organizational management, business process transformation and implementation of large scale technology initiatives. She has focused on leadership of large IT organizations through defining vision and strategy, leading change, instituting best practices and developing technology leaders.

    Ms. Cotter-Lockard, who has held numerous high level executive potions with major financial institutions, is a recognized leader and delivery- oriented executive with a proven track record in organizational management, business process transformation and implementation of large scale technology initiatives. She has helped major corporations evolve into "Next Generation Enterprises" through operating model and workforce transformation, business-IT value alignment and enterprise architectural strategy.


    Afternoon Session: "How to Analyze a Project to Ensure a Successful Result"

    In an afternoon workshop, a panel of four seasoned professionals - two consultants and two executives - will discuss the roles, responsibilities, expectations and issues for the diagnosis, solution and implementation phases of projects, both from the consultant and client management standpoint that will provide a formula for achieving a successful conclusion to consulting projects.

    Moderating the panel will be Lynda Roth, President of LJR Consulting Services, who has over three Decades of experience in the IT industry and has been a business consultant for 25 years. Panel members will include:

    • Ken Cleveland, Vice Chairman and Managing Director of Ballenger, Cleveland & Issa LLC Business Advisory Services. In addition to a distinguished career as an executive consultant to dozens of corporate clients, he has also served as the president of nine substantial companies.
    • Shawn Krishner, Manager of Business Advisory Services for Grant Thornton, has nearly two decades of experience in business operations, technology and financial operations, to include financial and operational audits, regulatory compliance reviews, site and system selections.
    • Lelah Jenkins, Executive Vice President of Countrywide Home Loans, has over 30 years of experience in the IT industry and has directed staffs of up to 400 technicians in multiple locations, both on and off shore with annual technology operating budgets over $65 million.
    • Bob McCormack, former SVP/CIO at Aramark Corp., is a veteran information technology senior executive with a quarter century of experience developing and executing strategic IT plans that develop the plans of large and mid-cap multi-site domestic and international companies.


    Time & Location

    Place:
    Ayres Hotel
    14400 Hindry Avenue, Hawthorne, CA 90250
    405 Fwy & Rosecrans (at exits)
    310-536-0400

    Date:
    Tuesday, January 15, 2007

    Time:
    Afternoon Speaker 4:30 to 5:30
    Networking 5:30 to 6:00
    Dinner and Speaker 6:00 to 8:30

    Price:
    CLICK HERE TO REGISTER

    IMC Member early registration through noon on 1/11/08, $45
    IMC Member late registration after noon on 1/11/08, $55
    Non-member early registration through noon on 1/11/08, $55
    Non-member late registration after noon on 1/11/08, $65

    Payment by Check: Mail checks payable to "IMC SoCal" to the following address. Robert A Josefek Jr. PhD Treasurer, IMC SoCal c/o Josefek Associates Inc 115 Camino De Las Colinas Redondo Beach CA 90277
    Your check must be received by IMC SoCal, prior to the scheduled deadline. Please mail your check in ample time.

    Call IMCSOCAL and Register by Phone: Contact Robert Josefek, Treasurer, IMC SoCal, at Josefek Associates Inc., (310) 765-4952 to make your reservation over the phone and pay by check at the door.

    Your check must be received by IMC SoCal, prior to the scheduled deadline. Please mail your check in ample time.

    Call IMCSOCAL and Register by Phone: Contact Robert Josefek, Treasurer, IMC SoCal, at Josefek Associates Inc., (310) 765-4952 to make your reservation over the phone and pay by check at the door.

    Dinner Menu:
    Scaloppini of Chicken
    Pan Seared King Salmon
    Vegetables Wellington

    Contact for further details:
    Lynda Roth
    email: lynda@ljrcs.com
    (818) 709-6583

    President's Message

    Happy IMC New Year!

    Thank you, Jennifer, for arranging our IMC SoCal Members' Holiday Party again this year! We and our families had a delightful dinner, and a chance to talk to each other in more depth than usual.

    Now it's time to start looking to the future - not only the great series of programs coming up in the evenings and at the Area Breakfasts from now through June - but towards our own roles in the organization next year. The Nominating Committee will start forming this month. What function in the Chapter do you want to see run properly - if you have manage it yourself? What committees do we want to join? What ideas do we want to bring to the table at the planning meetings this Spring? Add IMC to your list of New Year's resolutions!


    See you at CmCC!
    Best wishes,
    Margaret Chock CMC, President

    Regional Breakfasts

    LAX IMC BREAKFAST MEETING

    Because of the closeness to the holidays and other unforeseeable events, the January 4th LAX-Area Breakfast meeting at The Lakes has been cancelled.

    We will meet again as planned on February 1, 2008, when our guest speaker will be Jay Allen, who will provide us with an incredible story about Humans in Training. So, stay tuned for information coming in January about the February 1st program!
    Thanks.

    Barbara Mather, President, Mather Consulting Group, Inc. bam@ma therconsulting.com

    Help Wanted!

    IMC SoCal needs a Marketing Chair for the remainder of the term ending June, 2007.

    Please contact Margaret Chock, MIBChock@cs.com , 310-829-1612

    Member News

    Bill Mooney, CMC, is in his 20th year of presenting the "How to Build & Maintain a Profitable Consulting Practice" one-day Saturday seminars in Southern California.
    The 2008 schedule is as follows: January 26, Irvine; February 23, Woodland Hills; March 29, Irvine; May 10, Irvine; July 12, Irvine; August 23, Woodland Hills; October 4, Irvine; and November 1, Irvine. For more information about the seminar go to www.consultantcoach.com/seminars.htm


    The Academy for Professional Development of the IMC is repeating the Consulting 200 series of courses, Consulting 201-202-203, in January, February, and March 2008 as a webinar. This is the third offering of these courses which previously were teleseminars.

    Consulting 201, Starting the Consulting Business, is scheduled on January 15, 22, and 29 from 11:00 am - 12:00 n PST (2:00 - 3:00 pm EST). The three 201 sessions are entitled 201A - How to Analyze and Research Your Consulting Playing Field on Jan. 15; 201B - How to Identify and Develop Your Consulting Niche on Jan 22; and 201C - How to Position Your Consulting Business to Prepare for Marketing on Jan. 29.

    Consulting 202, Marketing the Consulting Business, is scheduled for February 12, 19, and 26 at the same time of day. The three 202 sessions are: 202A, How to Promote Your Business: Creating Mental Intersections that Attract Clients to You on Feb. 12; 202B, How to Identify & Develop Consulting Opportunities on Feb. 19; and 202C, How to Develop, Present, and Negotiate Persuasive, Concise & Understandable Winning Consulting Proposals; on Feb. 26.

    Consulting 203, Managing the Consulting Business, is scheduled for March 11, 18, and 25 at the same time. The three 203 presentations are: 203A, How to Develop Agreements/Contracts Before Seeing the Attorney and Customize Them After, on Mar. 11; 203B - How to Set, Disclose, and Collect Your Fees and Other Forms of Compensation and Avoid Giving Away Your Services on Mar. 18; and 203C, How to Manage and Plan Your Business for Profitability, on Mar. 25.

    For a list of the learning objectives and section topics for each session go to http://www.consultantcoach.com/limit/tablecontents20 0.pdf
    To register for the whole series or 201 or 202 or 203 go to www.imcusa.org All sessions will be presented by Bill Mooney, CMC, and a 50 year veteran of consulting and who has been presenting the How To Build & Maintain A Profitable Practice for 20 years.
    For more information on Bill go to www.consultantcoach.com/aboutbillmooney.htm


    The February 19 meeting of the IMC Southern California Chapter will feature an afternoon workshop on Techniques for Developing Winning Proposals and Presentations to Clients facilitated by Bill Mooney, CMC, and an evening presentation on What Every Consultant Should Know About Contracts and Agreements with Clients & Subcontractors by Richard S. Usher, and Irvine based attorney, very experienced with advising small businesses including consulting and coaching practices. More details next month.

    phone: (805) 482-2170
     

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