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Motivated by Purpose
Common Retirement Planning Mistakes of Small Business Owners and Non-Profit Execs
| Instructor | Jeanne Brutman, Independent Financial Planner Jeanne Brutman is an independent fee-based financial planner for small to medium-sized businesses and savvy individuals. She conducts rigorous research and carefully monitors changes in the tax code and insurance law that affect financial planning. She then tracks financial products as they evolve to determine how clients can best take advantage of them. Through her many years of personal and professional experience, Jeanne has acquired the skills necessary to help individuals and small companies make breakthroughs in the areas that are most confusing:
Jeanne works with a team of a dozen highly trained professionals in related fields for her clients’ convenience. She has four designations in her field LUTCF CFBS, CFS and CLTC and holds several licenses in her profession. She speaks extensively in industry and academia, including Baruch College, Pace College, New York University, The American College for Financial Planners and she has spoken at The Learning Annex, as well as for various industry associations. Jeanne has given more than 50 seminars that were approved for Continuing Education Credits in New York and New Jersey for CPAs and attorneys. Jeanne has also been a member of MDRT for many years, an organization that represents the top 1% of the financial services industry. She also teaches continuing education courses for her industry and is an instructor for the LUTCF designation, Giving back to her community is a passion. Jeanne has served on the board of her professional association as the Educational Chair (NYCAIFA) and was on the board of the nationally recognized nonprofit organization Savvy Ladies for five years. She is quoted in media and she has appeared by reference in Real Estate Weekly, Financial Planning Magazine, The Green, Golf beyond the Links Magazine, Registered Rep, CNBC online, Smartmoney.com, CFO Magazine and Oprah Winfrey’s website, as well as many other publications and websiites. Jeanne also runs a weekly teleseminar on financial planning every Wednesday evening at 8 Pm ET. To register, go to her website www.askjeannebrutman.com.  |
| Date | February 6, 2012 |
| Time | |
We are bombarded by information about retirement, pensions, and saving for the future: internet, newspapers, newscasts, talk at work, our trusted advisers all have something to say. It’s so overwhelming that people freeze, the “deer in the headlights” effect. | |
Green Marketing: Leveraging Your Social Responsibility to Improve Profit
| Instructor | International speaker Shel Horowitz's eighth book, Guerrilla Marketing Goes Green: Winning Strategies to Improve Your Profits and Your Planet (co-authored with Jay Conrad Levinson, published in 2010 by Wiley) was on Amazon's environmental bestseller list for 18 months. The book documents how businesses can be green, ethical AND profitable. Using examples from Fortune 100 companies to solo-preneurs, the book lays out how ethics and green principles are not just about doing the right thing but also about profitability. Surprising principles are demonstrated that show why most businesses shouldn't even worry about market share. The book shows business owners how to form powerful partnerships, even with competitors; how to get your green message out without green-washing; and how to become a much deeper shade of green. Shel also writes the internationally syndicated monthly column, Green And Profitable.  |
| Date | December 5, 2011 |
| Time | |
Can you improve the earth, your profits, and your customer base all at the same time, by doing the right thing and crafting a marketing strategy that reflects your commitment? Listen closely—because the answer is YES! Socially responsible businesses are more profitable than it’s-all-about-profit operations and are poised to build lucrative alliances with like-minded businesses as well as with nonprofits. Your socially responsible practices can be the key to growth. Can you identify the green and ethical elements of your business that will attract socially conscious consumers and make them loyal advocates for you? Do you know how to build your reputation and grow your revenue by marketing ethical and sustainable practices? | |
What Every Nonprofit Leader and Social Entrepreneur Needs to Know to Engage Listeners
| Instructor | Pamela Ziemann, Author of Giving Voice to Your Cause Pamela has been leading communication workshops throughout Canada, Australia, and the United States since 1996. Having overcome her own fear of public speaking, she has compassion for those she works with and a passion for her topic. Much more than a communication expert, Pamela guides her clients to connect their inner passion with their outer cause. She helps them articulate their message in a way that’s simple, memorable and powerful.  |
| Date | October 11, 2011 |
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Humor, storytelling, authenticity, and passion give you the power to engage listeners. And engaged listeners are more likely to take action on your behalf. In this webinar, you'll learn to develop your personal story, tell it with passion, and use your voice to draw people in. You'll also learn how to think on your feet so you can respond to tough questions with solid, confident answers. Our instructor’s 5-step process makes sure you can. The class adds to the skills taught in Giving Voice to Your Cause. If you liked Giving Voice, you'll like this webinar as well. However, there is no pre-requisite for joining this webinar. Spark a connection with your listener by being:
Whether you’re speaking to one person or to one thousand, your unique voice has a sweet spot. When you tap into it, people will listen to you and want to help your cause. Your passion will become their passion. And that’s what you what when your goal is: to influence other to donate, volunteer, or invest in your nonprofit or social enterprise. | |
Social Media Best Practices for Nonprofits
| Instructor | |
| Date | May 16, 2011 |
| Time | |
You've heard it a thousand times: Social media can transform the way nonprofits operate. The questions you really want answered are:
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Cause Marketing Basics
| Instructor | Geri Stengel , President, Ventureneer
A "graduate" of the corporate world, Geri is also a mentor and teacher, who is up to date on the latest and best marketing practices, including technology and social media. At Ventureneer, Geri uses Web 2.0 technology to make networking and learning affordable, convenient, and effective, and to market Ventureneer's services. Yes, she tweets, blogs, networks on LinkedIn and Facebook, and tracks the results of each.
Bottom line: Geri knows teaching, she knows business, and she knows social media so she can help you bring your marketing, development or fundraising plan into the 21st century without numbing your mind with jargon or "computerese."
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| Date | January 6, 2011 |
| Time | |
Cause-marketing links a business (even a small business) or brand with a social cause for mutual benefit. Notice the keywords: for mutual benefit. With a cause-marketing partnership, the business attracts new customers, engages customers emotionally, and differentiates its brand. The nonprofit gets income, technical assistance, and visibility to potential volunteers, donors, and advocates. | |
Giving Voice to Your Cause: How Social Entrepreneurs, Nonprofit Leaders Can Be Convincing
| Instructor | Pamela Ziemann, Author of Giving Voice to Your Cause Pamela has been leading communication workshops throughout Canada, Australia, and the United States since 1996. Having overcome her own fear of public speaking, she has compassion for those she works with and a passion for her topic. Much more than a communication expert, Pamela guides her clients to connect their inner passion with their outer cause. She helps them articulate their message in a way that’s simple, memorable and powerful. |
| Date | November 30, 2010 |
| Time | 2pm |
Less is more. Too much detail, even about a good cause or an effective nonprofit, can turn off your listeners. People appreciate and respond to personal and passionate presentations. Let your cause -- and your dedication to it -- speak for you to donors or investors. | |
Presented by Spark Seed: Business Plan Essentials for Social Entrepreneurs
| Date/Time | Thursday, February 25, 7pm -- 8pm ET |
| Time | |
When your bottom line focuses on people and planet as well as profit, you have competing responsibilities. You really need a clear description of your business and how it will work.
The process of writing a business plan brings issues into focus and prepares you for the decisions you'll face as you try to do good while doing well. This free webinar will provide a formula for charting your company's course and ensuring that you take into account the needs of investors and partners as well as the benefits to people, planet, and profit. | |
