education and training


Saturday October 22, 2022 3:15 pm – 4:15 pm


6F     Profit: Making Sure You Get Your Share

  • Hear how to measure profitability using a sample financial report customized for SMM businesses
  • Understand the fundamentals of Mike Michalowicz’s “Profit First” system
  • Hear how both presenters applied the “Profit First” system to their SMM businesses and never looked back
  • Learn little known strategies for increasing your bottom line

Presenters: Kaye Ginsberg, Peace of Mind Transitions, Atlanta, Georgia and Peggy Shults, ReSettle Me, Overland Park, KS


14F     Planning for Change

  • Identify your company’s gaps regarding industry and/or client needs
  • Discover steps to proactively pursue change and make it work for you
  • Understand the financial considerations of adding new services to your menu of services
  • Hear how to achieve staff buy-in when change is on the way
  • Discuss “lessons learned” about change that’s already happened

Presenter: Lisa Bevens, Home to Sweet Home, Stillwater, MN


22F     Successful Strategies for Clients with Dementia

  • Identify the common characteristics of dementia and how they may present in your clients
  • Understand the day to day experience of working with special needs clients, as well as those under the umbrella of dementia – all of whom demonstrate processing delays or disorders, memory loss, and behavioral challenges
  • Learn successful strategies to enhance your communication with clients experiencing these special issues
  • Discuss the challenges of working with clients who need extra doses of patience and understanding due to cognitive and memory concerns

Presenter: Cathy Rice, SMM~C, Senior Settlers, San Francisco, CA


30F     Podcasts: Stop Thinking About It and Start Launching Yours

  • Identify software programs and platforms that will accelerate your production process
  • Hear what to look for when selecting your guests and how to effectively recruit them
  • Understand why setting up a workflow is vital -– and what to include
  • Discover how to be included on the dominant podcasting platforms like iTunes and Stitcher
  • Learn how to spread the word once you launch

Presenter: Marty Stevens-Heebner, Clear Home Solutions, Los Angeles, CA

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PO Box 209, Hinsdale, IL 60522
Phone: 248.442.5859   |   Monday - Thursday, 9:00 am - 5:00 pm ET | Friday, 9:00 am - 1:00 pm ET   |   Find a Specialty or Senior Move Manager®   |   Become a Specialty or Senior Move Manager®