Educational Offerings – Need/Solutions



· Everything DiSC Workshop 

· Everything DiSC Workplace Profile and DiSC Comparison Reports

· Everyone Communicates Few Connect Mastermind Group

· Coaching

Entrepreneurship and Change Management

· Entrepreneurship Online Course

· Business Intuition Online Course

· Change Success Online Course and Workshop

· Investor Readiness Workshop

· Business Value Maximum Workshop

· Change Success Online Course and Workshop

· Coaching

· Diagnostic Success Tools – See Free Resources

Growth and Profit Solutions

· Initial Business Review

· Growth Strategy Online Course and Workshop

· Profit Improvement Online Course and Workshop

· Lean Management Online Course

· Growth and Profit Solutions Diagnostics – See Free Resources

· Coaching

Leadership and Management

· Everything DiSC Work of Leaders Profile and Workshop

· Developing the Leader Within You 2.0 Mastermind Group

· Becoming a Person of Influence Mastermind Group

· Coaching and Developing Others Online Course

· How to be a REAL (Relationships | Equipping | Attitude | Leadership) Success Mastermind Group

· Leadership Gold Mastermind Group

Sales and Customer Service

· Sales Performance Online Course 

· Negotiation Skills Workshop

· Customer Service Workshop

Team Development

· Project Team Implementation Online Course and Workshop

· Recruitment Workshop

· Team Development Workshop

· Teamwork Laws Mastermind Group

· Coaching

Speaking Engagements

Presentations, Webinars, and Workshops

LEA Global

January 13 - 15, 2020

Facilitation of numerous discussion groups

SCACPA Fall Fest Conference

November 15, 2019

Having the Discussion with Clients about Advisory Services

SCACPA Fall Fest Conference

November 15, 2019

SWOT Analysis for Industry CPAs co-presentation

AICPA Engage Conference

June 12, 2019

Shifting to a Learning Culture

AICPA Engage Conference

June 11, 2019

Changing in How Learning is Done

Mindshop North American Conference

June 4, 2019

Modern Professional Learner


September 11, 2018 

Successful Transition to Business Advisory


June 5, 2018

Migrating to Advisory Services

The Boomer Talent Circle

February 27, 2018

The Future of Learning

Webinars and Workshops

Ask Powerful Questions as an Adviser

Run Effective Meetings

Deliver a Strategic Planning Workshop

Powerful Problem Solving 

Leadership Development

Coaching and Developing Others

Vision Setting Workshop

Leadership Game

Strategic Planning

Creating Your  Career Success Plan


Contact Us For your educational sessions

Virtual and Face-to-Face Offerings