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WINTER CONFERENCE 2017 FEBRUARY 24-26 / SAN FRANCISCO, CA Francine Ward, JD Legal Sponsor John Brunswick Keynote Speaker Salesforce Business Symposium Register by December 12, 2016 and save $150. Visit www.NSAspeaker.org or call NSA at (480) 968-2552.

WINTER CONFERENCE 2017 Business Symposium · PDF fileWinter Conference 2017 is all about the business ... and social media. ... drive tangible business results as primarily solo-preneurs

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WINTER CONFERENCE 2017

FEBRUARY 24-26 / SAN FRANCISCO, CA

Francine Ward, JDLegal Sponsor

John BrunswickKeynote SpeakerSalesforce

BusinessSymposiumRegister by December 12, 2016 and save $150.Visit www.NSAspeaker.org or call NSA at (480) 968-2552.

Are you truly ready to take your business to the next level and beyond?

Winter Conference 2017 is all about the business of your business. Experts will

share the crucial, bottom-line insider facts, tools and infrastructure you need

to level-up and scale-up your business.

Whether you are speaking, training, coaching, consulting or writing, there are

four pillars that are essential to your business: legal, financial, operational

and marketing. During the course of the weekend, every participant will be

immersed in each pillar. Not only will you walk away with checklists, blueprints,

case studies and sample contracts, you’ll also leave with a documented strategy

to strengthen these four areas in your business.

There will be some time for networking and fun as well! Enjoy the opening

reception on Friday evening, and spend some time in downtown San Francisco

on Saturday evening.

We look forward to seeing you and helping you thrive at the Winter Conference

2017: Business Symposium.

2017 WINTER CONFERENCE CHAIRS

Anna Liotta, CSP Barry Banther, CSP

Level Up/Scale Up

Additional presenters still being added. Visit www.NSAspeaker.org for updates.

FRIDAY, FEBRUARY 242:00 pm – 2:30 pm Event Kick Off and Business Assessment2:30 pm – 6:00 pm Legal Pillar6:00 pm – 7:30 pm Reception

SATURDAY, FEBRUARY 257:30 am – 8:00 am Breakfast8:00 am – 12:00 pm Financial Pillar12:00 pm – 1:00 pm Lunch1:00 pm – 4:00 pm Operational Pillar4:00 pm – 5:00 pm General Session with John Brunswick, Salesforce6:00 pm Free Night in the City (Note: Participants are on their own for dinner and transportation.)

SUNDAY, FEBRUARY 267:30 am – 8:00 am Breakfast 8:00 am – 11:30 am Marketing Tools Pillar11:30 am – 12:00 pm Wrap Up

Scheduleat a Glance

PLATINUM SPONSOR

SILVER SPONSORS

BRONZE SPONSOR PRODUCT SPONSOR SUPPORTING SPONSOR

Schedule is subject to change

Additional presenters still being added. Visit www.NSAspeaker.org for updates.

Legal competency is not just about how you are incorporated. It’s about how you enter into contracts with clients, vendors or staff. It’s about how you minimize your exposure state-by-state or country-by-country. It’s about the correct legal documents needed to protect your structural as well as your intellectual property. Topics will include:

• Legal Requirements for Copyright Protection and Trademark Rights

• Contracts and Agreements to Protect Intellectual Property• C-Corp, LLC, S-Corp? Which One and Why?• Employment Agreements that Cover Both Non-Compete and

Non-Disclosure• Designing and Enforcing Licensing Agreements

Russ Riddle, a 25-year intellectual property attorney, specializes in the legal and ethical use of third-party materials, and in the general legal needs of the speaking business.

Francine Ward, JD, is a recognized leader in business and intellectual property law with a focus on copyright and trademark law.

Legal Sponsor

Additional presenters still being added. Visit www.NSAspeaker.org for updates.

Legal Pillar

Financial competency is not just about your tax return. It’s about how you budget for a profitable return and how you minimize your tax liability with product and sales in every state. And, it’s about how you maximize your return without costly financial mistakes. It’s about how to reinvest in your business from current client income. Topics will include:

• Selecting the Best Internal Financial Tools (e.g., QuickBooks, Peach Tree, etc.)

• Establishing Internal Financial Controls• Creating a Business Tax Plan that Minimizes Exposure• How to Review Your Monthly Profit and Loss Statement• Measuring Gross Profit Across All Revenue Streams• The Value of a Quarterly Financial Performance Review

Mary Kelly, PhD, CSP, Commander, US Navy (Ret) earned a PhD in economics, and her 11 books on leadership, personal finance and business are used in nine countries.

Joel Block, CSP, is a long-time venture capitalist and hedge fund manager who addresses audiences from Silicon Valley venture firms to Wall Street bankers on matters of capital formation and most recently on investment crowdfunding.

Financial Pillar

Additional presenters still being added. Visit www.NSAspeaker.org for updates. Additional presenters still being added. Visit www.NSAspeaker.org for updates.

Operations competency is not just about your email, web site, and social media. It’s about scaling up with resources that can support every part of your business without adding full time staff. It’s about building a business that is nimble and profitable. Topics will include:

• Selecting the Best CRM Tool• Monitoring Outsourced Work Expectations and Deliverables• Prioritizing Time Invested on High Impact Tasks• Developing Best in Class Processes for Managing Speaking,

Training, Coaching, Consulting, or Writing• Strategies for Monitoring Email/Social Media in Real Time

Peter B. Stark, CSP, is a leadership expert who provides managers with the skills they need to become world-class leaders in the areas of organizational assessments, leadership and employee training and engagement.

KEYNOTE SPEAKER: John Brunswick Saturday, 4:00 pm – 5:00 pm

John is the Global Head of Innovation Solutions at Salesforce, delivering executive briefings and business-focused innovation to a broad range of organizations. During John’s keynote, he will challenge us just as he does business CEOs and executives across the country on how to use our current technology to drive tangible business results as primarily solo-preneurs.

Nationally-recognized social media expert Corey Pearlman offers social media strategies that are proven to help deliver real, positive results.

Operational Pillar

Additional presenters still being added. Visit www.NSAspeaker.org for updates.

Marketing competency is not just about the content of your communi-cation. It’s about having seamless and fully integrated tools that drive inquiries into firm gigs. It’s about constant client communication that drives your brand 24/7. Topics will include:

• Determining Target Prospects Within All Your Product and Presentation Offerings and Developing a Tailored Process

• Maintaining High Visibility Among Key Influencers to Economic Decision Makers Within Your Prospects/Clients

• Choosing the Right Tool to Expose Your Intellectual Property to Prospects

• How to Measure ROI on Each Marketing Tool/Channel• Developing a Digital Marketing Strategy

Known for her unparalleled ability to educate and inspire people from every walk of life, Lethia Owens, CSP, is a branding expert, market domination strategist and transformational keynote speaker.

Nationally recognized media pioneer Steve Napolitan teaches the Client Capture process to help grab the attention of the perfect client while leading them to your product or service.

Marketing Pillar

Additional presenters still being added. Visit www.NSAspeaker.org for updates.

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