½ day – Wednesday, May 13, 2020
With Joel G. Block, CPA, CSP
Agenda:
9:00 to 12:00 PM Session
LIVESTREAM and RECORDING AVAILABLE
Description
Money is not the only type of business capital.
To lead your team to true success, you must leverage money as a tool–and fuel–to fire up other types of capital. Our concept of “competing on capital” positions you to maximize and synthesize every resource into your decisions and growth strategies. It’s how you get from where you are now to truly intuitive business leadership.
This program exposes you to the ways the best companies compete not only on their ideas, their ability to sell their products, and their ability to squeeze out profits, but by using every tool in their toolbox – every asset – every type of capital – at their disposal.
Business intuition and business acumen both stem from deeply understanding a few principles. This program is the inside track on these principles and how to tap into all of your tools. Learn to use money to ignite all of your other capital–including human, intellectual, social, relationship, political, and invisible capital– propelling your business to the next level. We’ll give you the ins and outs about each type of capital and give you strategies for tying them all together in the strongest way possible.
Beware: we will challenge your thinking with ideas and methods that are well-known and used by the nation’s financial elite, but that are little known on Main Street.
After (or maybe even during) this program, you will start to think differently about your company, your resources, and your own potential. You will start to see business differently. See yourself differently. You will evolve into an intuitive and instinctive leader or manager–beyond what you think is possible.
When you learn to see and use money as one form of capital–but not the only form–opportunities become abundant, propelling you past your competition.
REGISTER FOR LIVE STREAM »Instructor: Joel G. Block, CPA, CSP
Money business insider, Joel Block, CPA, CSP is a long-time venture capitalist and hedge fund manager (gobbledygook for professional investor) who lives in a Shark Tank world like on TV. Companies regularly pitch ideas to Joel’s company, looking for business capital so he has learned to spot likely winners – usually in 3 minutes or less. His quick wit and lightning fast intuition lead clients to describe Joel as “truthful with style and flair”!
Joel has been helping to enhance stakeholder value by delivering growth strategies and the inside track on money, success, and significance for 15+ years with insights garnered from organizing more than 40 different companies. He has advised hundreds more and he has taught thousands of people innovative ways to think about profit, leadership, innovation, and sales. Joel sold one of his startups to a Fortune 500 and now is a media commentator nationwide and regular speaker on Wall Street, in Silicon Valley, and beyond – sharing monetary strategies of the nation’s financial elite with business leadership teams worldwide.
Joel demonstrates business growth strategies by artfully breaking down complex topics so his audiences can relate to them and accordingly, execute with precision. His mission is to help leaders succeed in business so they can live the American dream and then continue the cycle of prosperity by paying success and mentorship forward.
At the end of this workshop, participants will be able to:
The Chairperson’s Perspective: Getting and Keeping a Seat at the Table
- Why Some Leaders Have More Influence than Others
Financial Literacy for non-CPAs
- Treasures Buried in the Balance Sheet
- Prophets and the Profit & Loss
Business Decision Making
- Averting Blunders by Asking Hard Questions
The Organizational Bullseye™
- Creating Ultimate Alignment for Optimal Decision Making
Top Trends for 2020 and Beyond
- Trend Watching for Leader
Timed Outline
9:00 to 10:30
Understanding the Tools: Money and Capital
- What’s Hard About Money?
- What is Money vs. What is Capital?
- What are the Forms of Capital? (Hint: It’s More than Money and Capital)
- How Leaders Use Capital as a Tool
- Some of the Tools Available to Leaders and ManagersIntroduction to Financial Literacy
- Interactive Discussion & Role Play: Issues in the Boardroom
10:45 to 12:00
Developing Your Team for Intuitive Leadership
- It’s all about Expertise
- Getting Crystal Clear
- Asking Hard Questions, Getting Great Answers
- Creating Perfect Alignment with an Organizational Bullseye™
- Trendspotting and Planning for 2020 and Beyond
- Interactive Discussion & Roundtable: Building Out Your Organizational Bullseye
Competencies and Target Audience
Competencies Covered
Business Acumen
Problem Solving / Decision Making
Strategy/Execution
Level of Leaders
MOST appropriate = Level 2 (Leader of Others) = Middle managers, people leaders, frontline supervisors
NEXT appropriate = Level 1 (Leader of Leaders) = Senior leaders, executives, large span of control
Registration Options & Pricing
To register one or more attendees online with a credit card, click the desired link below. You’ll receive an email confirmation with a receipt. Each person registered will receive a ticket with detailed instructions.
To receive an invoice or pay with a check, please email our registrar [email protected] with attendee names, titles, and email addresses.
Live Stream to Individual, Team, or Group . . . REGISTER FOR LIVE STREAM
- Single-Device/Single-User License per event – $99 per person (members)
- Single-Site/Multi-User License per event – $499
If you have multiple sites or are not a member of LEADERSHIP USA, please email [email protected] for options.
Recorded Live Event . . . BUY THE RECORDING
- $99 per member
- $1,999 unlimited license for all employees in all locations
Additional Information
Delivery Method: Group-Live
Elements of Engagement: Large group discussion, small group discussion, partner exercises, individual reflection
Recommended CPE Credits: 3.6 for the Group Live event only
Recommended Field of Study: Personal Development
Program Level: Basic
Prerequisites: NONE
Advance Preparation: NONE
Cancellation Policy: A 100% refund will be given if notice is received 72-hours (3 business days) prior to the learning event. Within 3 business days, substitutions ARE allowed. No refunds are given for sickness or inclement weather, unless CDOT closes the roads. Registrants who do not attend and do not substitute another person will receive a recording of the event. For more information regarding refunds, concerns, and program cancellation policies, please contact our offices at 303-471-7401. Please email our registrar Nadine Balabanoff at [email protected] to have your ticket transferred to another attendee.
Certifications
LEADERSHIP USA, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. These programs have been submitted to the NASBA for review for 3.6 recertification credits. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
This activity has been approved for 3.0 HR General recertification credit hours toward California, GPHR, PHRi, SPHRi, PHR and SPHR recertification through the HR Certification Institute. The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
This program is valid for 3.0 PDCs for the SHRM-CPSM or SHRM-SCPSM.
If you have membership or registration questions, please contact [email protected] or call 303-471-7401.