education and training


Sunday, October 23, 2022 - 9:45 am - 10:45 am


8H    Expand Your Business Beyond YOU

  • Learn how to structure your company TODAY for future growth TOMORROW
  • Hear how to become a successful CEO and effective leader through training, supporting, and guiding your team to work independently
  • Discover how successful SMM businesses thrive day-to-day without a “helicopter” owner
  • Understand how a comprehensive operations manual reduces mistakes and ensures your systems and procedures are consistent across all projects

Presenter, Marla Alt, 123organize, Rye Brook, NY


16H     Profit is a Habit, Not an Event: The ProfitFirst System

  • Learn about the ProfitFirst cash-management system
  • Discover how ProfitFirst has helped small businesses break out of the doom spiral and achieve instant profitability
  • Explore ProfitFirst management accounting and banking principles
  • Understand how to implement ProfitFirst into the SMM business model
  • Gain insight into how ProfitFirst successfully worked for one SMM company

Presenters: Cyndi Thomason, Bookskeep, Harrison, AK; Suzanne Ellerbrock, SMM~C, Golden Bridges, Quincy, IL


24H     Finding Value in Your Downsize to Offset Clients’ Moving Costs

  • Discuss how to find value during your clients downsize or estate dispersal to help lessen their financial burden.
  • Learn what to look for and who to work with to help you add value to your clients' move experience and make sure your clients receive checks instead of only giving them out.
  • Explore the State of the Secondary Market for reselling to guide move managers on what to look for including style and form and value of items room by room
  • Discover value and what to look for in Art, Furniture, Decorative small items, Collectables, Musical Instruments, and Household Items.
  • Learn about outside vendors to monetize your clients’ belongings: auction house, house sale company, and broker.
  • Investigate the pros and cons of using online marketplaces including Facebook, eBay, Craigslist, etc.
  • Learn how to charge for these services

Presenter: Jill Iorio, SMM~C; Jason Iorio, USPAP Appraiser, Willow Transition and Auction House, Lincoln Park, NJ

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Contact Us

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®