AGENDA: Thursday, July 16, 2015 8:30 AM 9:45 AM WELCOME AND INTRODUCTION Imagine you are going to build a new house the ideal house for your family. Would you set off and start construction immediately, or would you carefully evaluate blueprints and make sure that when construction is complete, the house you have built is your dream home? If we would never build a house without a blueprint, why would we build our businesses without one? This session will help you take control of the future of your firm and create the structure you truly desire. What will your firm look like in 2016, 2020, and beyond? What niches will you specialize in, what talent, infrastructure, resources and leadership will you need, and what are the steps needed to get there? Each owner will begin to examine and craft or modify that blueprint for the vision of your firm in this opening session. 9:45 AM 10 AM Break 10 AM 12 PM MODELS OF FIRM: Please be prepared to share the following in an open-discussion format: Draw your org chart today. What are the biggest benefits and challenges as a result of it? Define the roles within your organization, along with the career path/progression for each role. What is the compensation for each of those roles? What roles/positions do you not yet have, but know you will need in the coming 12-24 months? What is the structure of your leadership team, and what is the compensation for each role? 12 PM 1:30 PM NETWORKING LUNCH 1:30 PM 2:30 PM HIRING: Please be prepared to share the following best practices from your organization in an open-discussion format: What are the backgrounds of the most successful recruiters you have hired? What are your most successful sourcing methodologies for prospective hires? What testing, interviewing, and profiling do you do of prospective hires? What is the checklist of what you have prepared for that hire prior to Day 1? (scripts, call lists, search assignments, etc) What is your structure for onboarding training and ongoing learning?
2:30 PM 3:30 PM ATTRACTING EXPERIENCED SEARCH PROFESSIONALS What if we could do what we do for our clients? What if we could attract people who are already successful doing what we want done? This session will cover specific training on hiring beyond the traditional methods. We will train on how to sell the value proposition of your firm, designed to attract experienced search consultants, solo owners, or small existing firms to join your organization. We will also cover the financing options and employment agreements needed in such a situation. 3:30 PM 4:00 PM Break 4:00 PM 5:30 PM MARKETING COMMUNICATIONS AND CULTURE Please share: What are some of your creative business development approaches? What are your current social media strategies? What do you do for newsletters, email campaigns, drip marketing, etc? What software programs do you use? What resources, if any, have you engaged to help? What are your firm s best practices to ensure a great culture and environment? 7:00 PM DINNER Ever attended a conference and wished you could continue to build on the momentum generated, but go back to normal operating procedures as soon as you get back to your office? Our dinner is deliberately designed to continue to build on this momentum! You will be seated at a table with other owners of similar size but not in any competitive markets (when possible). This could serve as the introduction to continuing to get together as a group far after our conference concludes.
AGENDA: Friday, July 17, 2015 8:45 AM 9:45 PM SUCCESSIONARY STRATEGIES No matter where you are in the evolution of your firm, creating a viable succession plan should be on the radar. Many owners operate in a vacuum as it relates to the proper valuation of the business and what the best long-term options are for an exit strategy. In our world, an acquisition of the firm by an outside third party is rare because the valuation of the business revolves around you. If this is the case, how can you ever create a solid succession plan? This session on successionary strategies will help you understand the options for a long-term blueprint to continue your legacy and monetize the value of your firm. 9:45 AM 10 AM Break 10:00 AM PERFORMANCE MANAGEMENT AND COACHING: 11:15 AM Please be prepared to discuss: What metrics do you track as an organization, and how often do you assess performance of those metrics? What are your expectations in terms of both activity and productivity for new hires? How do you monitor/track those expectations and how frequently do you inspect? What are the reoccurring situations you get frustrated with as it relates to performance management? How have you dealt with the issues? What do you do to inspire your team on a daily, weekly, and long-term basis? What is the most important coaching challenge you face within your organization today? 11:15 AM 12:30 PM WRAP-UP AND Q&A Our entire Next Level team will answer any question you have that was not addressed during the conference. Our intent is to make sure each owner leaves this conference receiving 100% of the information, insight and guidance that they desired to receive!
NEXT LEVEL EVENT FACILITATORS, Co-CEO Jeff is the Co-Chief Executive Officer of Kaye/Bassman International and Next Level Exchange and Co-Managing Director of Sanford Rose Associates International. Jeff has helped Kaye/Bassman-Sanford Rose Associates grow into the 11th largest search firm in the Americas and Next Level into the world s largest training firm exclusive to the recruiting industry with over 1000 clients in 30 countries. His organization has won national awards for philanthropy and workplace flexibility and has been named the #1 Best Company to Work for in Texas four consecutive years. During his 25 year tenure in the industry, Jeff was named one of the most influential leaders in the staffing industry as well as awarded the 2013 Knutson Memorial Award for Lifetime Achievement in recruiting He is considered an industry expert having appeared on CNN, FOX, Bloomberg and NBC; and is quoted regularly in publications including USA Today, The Wall Street Journal, Business Week, Time and Fortune. Jeff is also a frequent speaker within the staffing and human resources community and has been featured in dozens of international training meetings and videos. He lives in Dallas with his wife, Tracy, and their three children. Nicholas Turner, Co-CEO Nick is the Co-Chief Executive Officer of Kaye/Bassman International and Next Level Exchange and Co-Managing Director of Sanford Rose Associates. Post degree, Nick spent several years working in the financial industry and has spent upwards of 16 years since in the executive search industry. Nick s primary role for all three organizations is the management of all operations, technology, legal and financial matters. He insures accurate and effective utilization of key functions and services throughout the continuance of business activity, overall operations for the network and corporate operations. Nick holds the responsibility for the creation, design, application and integration of new and existing programs and services, information technology infrastructure and global operations. He serves his Next Level clients with guidance related to business modeling, strategic expansions, operational infrastructure and financial consulting. Darren McDougal, Managing Director of Marketing Communications Darren McDougal is a Managing Partner with Next Level and directs brand and digital marketing of the firm. With over 20 years of marketing and technology experience in corporate communications, broadcast, online and print mediums, Darren's responsibility also includes the overall direction of the production, delivery and marketing of the firm's products and services at Next Level Exchange. His marketing career began in 1988 in a Fortune 500 retail firm. In 1993, Darren founded the MCD Group, providing broadcast media production and consulting, web development and IT solutions to the financial services, entertainment, technology and recruiting/staffing industries. Darren has designed and delivered scalable online solutions including the corporate Intranet systems, online training programs, corporate websites, social media strategies, mobile websites and brand management programs. Darren has a consulting role helping search firms grow in all aspects of business marketing, brand management, mobile marketing and strategic business development.
Karen Schmidt, Managing Director Karen Schmidt is a Managing Partner with Kaye/Bassman International and oversees all training initiatives and ongoing career development organizationally. On behalf of Next Level Recruiting Training and the Next Level Exchange, Karen is a frequent consultant to search firm owners who have a greater vision of growth, hiring and training. She also serves as the Director of the Kaye/Bassman Foundation, responsible for all fundraising efforts supporting Muscular Dystrophy Association (MDA) and Baylor Cancer. Since inception, the Foundation has donated over $1,300,000 to these deserving charities. When joining Kaye/Bassman in 2001, Karen specialized in the search and recruitment of professionals for clients in the Commercial Construction, Specialty Contractors and Real Estate Development markets. She finished in the top five project staff in 2004 and 2005, achieved the distinction of becoming a Pacesetter within the company and reached a personal production of over $1,000,000 before transitioning into a leadership role. In 2006, Karen pioneered the redevelopment of Kaye/Bassman International s corporate training program and subsequently created the Next Level Foundation Program compiling best practices from industry trainers and big billers from around the globe. Karen graduated from Southern Methodist University in Dallas, Texas with a degree in General Business. In 2010, Karen was recognized by the Dallas Business Journal s 40 Under Forty, a list of rising young leaders in the Dallas area. Erin Bent, Senior Director of Training and Development Erin is the Senior Director of Clients Services for Next Level Exchange and Director of Training for Kaye/Bassman International. Erin joined Kaye/Bassman in 2007 as a Senior Search Consultant specializing exclusively in the Consumer Products industry focusing primarily in sales and sales support roles. In 2011, she launched Next Level Exchange s sales team and now oversees the team of Client Service Directors who showcase Next Level s array of services throughout the recruiting industry. In addition to her role with Next Level Exchange, Erin also serves as the Director of Training for Kaye/Bassman, facilitating the Foundation Training Program to new hires and conducting ongoing learning and development throughout the organization. This core training program applies to all associates at each stage of career progression, from the basic recruiting fundamentals, to effective marketing techniques, to more sophisticated curriculum for long-term development. Chuck Stichweh, Senior Director of Training and Development Chuck Stichweh brings two decades of search experience across a wide spectrum of recruitment firms, direct contract work and corporate experience to Next Level Exchange. Chuck is responsible for creating and delivering recruiting training programs and recruiting resources to our NLE clients. With over seven years of experience in mentoring and training recruiters in the usage of how to incorporate and leverage recruiting tools with other technologies and software, Chuck helps search firm owners and recruiters optimize efficiencies and performance. Prior to joining NLE, Chuck was the Director of Recruiting for Staffing Technologies, LLC based in Alpharetta, GA where he was instrumental in developing recruiting best practices and procedures for this firm specializing in the Information Technology vertical.