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Rise Above

You are tough. You are resilient. You will rise above.

Register for our Rise Above Webinar Series beginning in July to listen to experts in human resources, finance, operations, and sales give their top advice for rising above your current circumstances.


Finance Strategic Development Session 

 

B2B CFO will meet with business owners and finance leadership to provide insight for managing and improving cash flow. B2B CFO will take the information gathered in the discovery meeting to analyze your business and develop a 2020 business economic model. Along with the business economic model, B2B CFO will also share a company-specific summary of items business owners should consider to maximize liquidity and plans for continued future success. 


Investment: $1,500 / company (~ 15 hours for building the 2020 forecast model)


Timeline: A discovery meeting will take place in-person or virtually with B2B CFO staff, business owners, and financial leadership to identify and share financial data necessary to develop a customized business economic model. After analysis and development of the financial model, a follow up meeting in person will be held to review the results and recommended action plan.


Who Should Attend: Business Owners & Finance Leadership


Estimated Company Time: Discovery Meeting ~ 2 hours, Closing Meeting ~ 1 hour)


Kurt began his career working with the “Big 4” public accounting firms providing audit and consulting services for clients in various industries. For the past 30 years he has served/owned businesses in each of the startup, growth, and reinvention phases in senior financial and operational roles.

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Human Resources Strategic Development Session

 

Manufacturing leaders will have access to fresh insight and human resource expertise to develop a strategic workforce roadmap for 2020 and beyond. The workshop begins with a four-hour session focused on managing, developing, and retaining your talent. The afternoon features hands-on guidance in assessing the business and developing an HR strategic roadmap. You’ll leave with an assessment of your HR strategies, programs and practices and a plan for building the people-side of your business to meet future challenges and growth objectives head on. Questions will be answered. Ideas will be presented. Solutions will be shared. Plans will be developed and support will be ready. You can succeed in this ever-changing world with the right strategy.

Investment: $500 / company, allowing up to three attendees from the company

Who Should Attend: Human Resource leadership and Key Decision Makers 

A strategic development session may contain up to four companies. No direct competitors will be allowed in the same session. Private (single company) sessions are also available. Request a quote here. 

Estimated Company Time: One day, 8 hours 

Steve Schad formed Optima Advisory, LLC to help businesses build the organizational capability they need to achieve planned growth and transformation objectives. Having worked across industries and sectors as an HR executive and consultant, he knows the missing ingredient is often strong human capital executive leadership. So, he set out to create a business model that provides “fractional” part-time or interim Chief HR Officer leaders for small to mid-sized companies that need new and better strategies to build executional capability, but which are not yet large or complex enough to justify having a full-time, seasoned, executive-level person in the top HR role.

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Sales Strategic Development Session 

One key element in building your sales engine is the Sales Playbook - the ultimate guide to deliver a consistent, repeatable, and scalable sales approach for your organization.  Over a vigorous day and a half, a small group of business owners will work with successful sales leaders with over 20 years of executive-level sales experience to construct a Sales Playbook tailored to their company to optimize their sales teams. Manufacturing leaders will leave the strategy session with a specific action plan and a solid foundation to drastically improve their sales.  See Sales Playbook Blog.

“360 Consulting came in and helped us fix a broken sales process in our organization. We implemented commission plans, a sales playbook, a CRM, and trained existing salespeople. It was a significant investment, but they delivered exceptional value.”  – Larry Patterson, CEO

 Investment: $2,500 / company, allowing up to three attendees from the company to participate. 

The strategic sales session may contain up to four companies. Companies will be asked to sign a NDA. 

Who Should Attend: Owners and Sales leadership 

Estimated Company Time: 12 hours, or 1.5 days

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Sales Experts

Dean Ash - Founder, Certified Integrity Coach

With more than 20 years of sales leadership experience, Dean enables clients to grow sales revenue, improve profitability and implement comprehensive sales strategies. As a leader, communicator and collaborator, Dean is a proven executive, skilled in building and leading organizations to achieve results. Dean’s pioneering spirit builds and equips organizations to deliver high performance.

Before co-founding 360 Consulting, Dean spent two decades building, rebuilding and leading sales organizations in the high-technology industry. He’s worked with such companies as Hewlett Packard, Polycom, Cisco, Amdahl, and IBM, always with the focus on unlocking potential and delivering results.

As an entrepreneur, Dean has invested time and capital in start-ups, as well as early-stage companies focused on growth in industries such as software, IT services, analytics, healthcare, energy, technology, manufacturing, and real estate.

Dean is a graduate of The University of Texas at Austin with a Bachelor of Science degree in Electrical Engineering.Karl provides customized sales analysis and management solutions for entrepreneurial, small and midsize companies. For more than 20 years, he has transformed companies by leveraging his process and skill set with each company’s strengths.

Karl Berger - Partner, Certified Integrity Coach 

Having been a president and P&L owner, Karl understands the challenges companies face and the rewards of creating wealth. Karl tripled a DFW-based services company while maintaining above-average EBITDA, successfully selling the business to a mid-tier Private Equity firm.

He has also held diverse sales leadership positions. He successfully delivered complex solutions with revenue from $2 million to $1.7 billion. He has led teams of up to 70 people, focusing on local and global markets and he has been a part of M&A activity and pre-deal analysis of sales team potential.

Karl has been a business owner and understands what it takes to deliver customer service and revenue growth. He looks forward to working with like-minded businesses to help them achieve their goals.

 

Operations 

Now more than ever companies are realizing the importance of working efficiently to reduce their operational costs. There is no more time waste on broken systems and MTS is ready to help companies looking to improve. If you are confused or overwhelmed about where to begin on your continuous improvement journey, want help gaining a competitive edge obtaining your ISO 9001 certification or need help automating your processes, reach out to us to set up a meeting. 

Investment: Project-based 

MTS Business Advisors have an average of 27 years manufacturing experience and are strategically located throughout the state  to cover all of South Dakota.  MTS is also affiliated with a nationwide network consisting of 60 centers across the United States with over 1,200 consultants to make sure the solution provided is the best solution.

I want to obtain my ISO 9001:2015 Certification, click here.

I want to improve my leadership skills, click here

I want to do a Value Stream Mapping of my processes, click here

I want to surround myself with other CEO and business leaders in the manufacturing industry to learn from each other, click here

I want to see what my options are for increasing automation in my facility, click here

I want to enroll my team in a Lean training program, click here