2017 Workshops & Panels

Additional workshops and panel conversations will be added as they are confirmed.

Thursday Workshops

Yes! Plan: The One-Page Sales Strategy Workshop

Lead by: Shannon Ward

You know how to sell and you’ve proven you can close a deal. So, why does it seem like you’re working harder than ever to win new clients? The solution to unreliable, “feast and famine” income is to stop approaching sales with a“shot-gun” approach and start working with a plan to ensure you meet your revenue targets every time.

The purpose of the Yes! Plan: 1 Page Sales Strategy Workshop is to give you the framework and knowledge you need to build a simple, effective plan so you know exactly what you need to do each month and quarter to achieve your revenue goals, and motivate yourself to take action! This workshop will help you to truly control your cashflow in order to build your business confidently.

In this workshop you’ll create a simple, customized sales strategy that is actionable and will keep you accountable to doing what it takes to consistently meet your revenue goals. You’ll also walk away with:

  • Deeper understanding of your clients, their needs and what you mean to them
  • Ways to find your target market quickly and easily (online & offline)
  • Clear revenue targets
  • Knowledge of behaviours and milestones required to achieve your goal and how to know if you’re off-track with your sales efforts before it’s too late to change course
  • Lead generation strategies that will actually excite you to take action
  • Powerful strategies to leverage every sales action you take in a focused way to ensure you enjoy the most amount of revenue with the least amount of sales effort

About Shannon Ward

Shannon Ward has been an successful entrepreneur for over 13 years. She built her company, OnTrack, from 0 to 7 figures in just 3 short years. Since then, Shannon has transformed her deep knowledge of marketing and exceptional sales skills into a thriving sales training and coaching business where she helps entrepreneurs and their teams overcome their dysfunctional relationships with sales so that they can confidently grow their business.

The Power of Storytelling to Move Your Enterprise Forward

Lead by Melissa Orozco & Clare Hamilton-Eddy

Storytelling is one of the most powerful tools that organizations have at their disposal. Stories allow consumers to engage with brands in a more meaningful way, but transforming a good idea into a good story is challenging without the right skills. Companies are using new forms of storytelling such as impact relations and solutions journalism to create positive change and a lasting legacy. Melissa and Clare, from Yulu PR an award-winning B Corp public relations firm, will guide participants through ideas and strategies on how to create and share compelling stories and provide case studies of successful storytelling campaigns.

At the end of the workshop, participants will be able to:

  • Craft their organization’s own unique story
  • Use the discipline of impact relations to use storytelling for social impact and to create a ripple effect to make lasting change
  • Use storytelling to build relationships with stakeholders, consumers, and partners
  • Draw from case studies that illustrate successful and unsuccessful storytelling in order to understand best practices

About Melissa & Clare

Melissa Orozco, Founder and Creative Director of Yulu PR, is a social entrepreneur and the creator of Impact Relations, a discipline of using storytelling to create positive impact. Melissa specializes in creative storytelling and social impact strategies for socially innovative businesses.

Clare Hamilton-Eddy, Managing Director, has expertise in strategic planning, project management, media coaching, and issues and crisis management. She has a particular interest in the not-for-profit world and has run highly successful community-based campaigns across Canada.

Staying Calm in Challenging Conversations

Lead by: Chloe Gow-Jarrett

Staying cool and engaged can be challenging when things get heated in meetings, negotiations, or during difficult conversations. We’ve all experienced this.

Maybe you shut down and clam up, or get loud and over-powering; then beat yourself up over it later. Maybe you’ve damaged trust in a broader relationship with a colleague, client, vendor, or perhaps your spouse or kids.

At times like these, you might wish you could hit a reset button, have a do-over, or a take 2. With so much at stake, how do you keep a heated conversation constructive?

Participants will gain:

  • Begin conversations from a clear, grounded space
  • Bring awareness to your natural instincts
  • Communicate clearly when the stakes are high
  • Restore yourself in the moment when disengaging in conversation

About Chloe

Chloe Gow-Jarrett invested 13 years developing the foundational training and leadership development programs at lululemon athletica that supported company growth from 2 to over 200 stores.  Chloe is well-versed in the challenges and exhilaration of leading and inspiring teams, and has coached at the executive level for over 6 years. With 3Fold, Chloe supports companies of all sizes by developing and integrating training programs and supporting executives in building their leadership capacity to successfully lead their teams

Friday Workshops

How to Use Robots to Change the World

Lead by Rachel Flood

Discover how managing your business operations in the cloud can dramatically improve your effectiveness, and try out some ultra-nerdy tricks to turn the software you use into a well-oiled machine. The future is now! The robots await your instruction.

Recent advancements in cloud technology have improved how your data can be shared across platforms. It is now possible to have an event in one software environment instantly trigger an action in another. For example, a WordPress blog post can be auto-generated when an email with a specific subject arrives in your inbox. Or invoices can be automatically copied to your Quickbooks account when they are created in your project management software. The list goes on.

In this hands-on workshop you will learn:

  • An overview of “the cloud” and how using cloud services can increase your efficiency
  • How you can use open APIs (application program interfaces) to better leverage the tools you are already using (without needing to be a programmer)
  • How to automate tasks and reduce redundance
  • Laptop or tablet that can connect to the internet is required to participate.

About Rachel Flood

Rachel Flood is a technology enthusiast and operations consultant, who believes that what you do is only as good as how you do it. As the founder of Alignment Ops Rachel is always looking for ways to minimize redundancy and manual entry, while maximizing data centralization. With over 17 years of experience, she has learned that a strategic plan must be effectively operationalized to be realized.

Rachel has a background in non-profit arts management, event production, and youth organizing; as well as traditional office management and business administration. She is an adept systems thinker with a passion for operational design who regularly geeks out researching best practices, management software, platform integrations, and other stuff that bores most people to tears.

The Power of Knowing Yourself

Lead by Elizabeth Crook

Most people agree that knowing yourself is a good thing.  Yet even smart, capable people fail to recognize the hidden and frequently limiting beliefs that govern behavior.  Too many times what we believe we must do or should do gets in the way of what we can do…what we most want to do!

Join us for a lively and interactive workshop where you will:

  • Identify how your greatest strengths may have become weaknesses
  • Identify the trap of either/or thinking
  • Learn when to trust your gut and when you can’t
  • Expand your repertoire of responses

About Elizabeth Crook

Elizabeth Crook is the CEO of Orchard Advisors and author of the critically acclaimed Live Large: An Achiever’s Guide to What’s Next. Through her own life and work with high achievers, she knows that in spite of our accomplishments we all have moments of self-doubt and hesitation. For over twenty years, she has helped CEOs and entrepreneurs think and act strategically to grow their companies’ bottom line and have more satisfaction (FUN!). With a lifetime of business experience in different industries, cultures, economic and social environments, she adds value in an ever-changing world where people are facing a bewildering array of choices. Prior to founding Orchard Advisors and her new venture Live Large, Elizabeth helped drive growth in new markets as an executive in the US and Latin America. Her credentials include: BA, Vanderbilt University; MS, Tennessee State University; Certified Gazelles Coach; Master of the Technology of Participation, and more. Among her proudest accomplishments are having two wonderful adult children, raising venture capital, becoming fluent in Spanish after 30 and taking up downhill skiing after 50.
Demystifying Money: Lending Literacy

With Morgan Beall – Vancity, Genevieve Pinto – Renewal Funds, & Paulina Cameron – Futurepreneur

Every industry has it’s insider jargon and the world of finance and lending is no exception to the rule. You don’t need to what today’s pricing index is, but understanding the difference between a credit line and a term loan, investments and love money, are critical to helping you make the right choices about accessing capital to grow and maintain your business as it grows. Join this conversation with a member of the Microfinance team from Vancity, Futurepreneur and an investment firm to hear what lenders are looking for you when you ask for money, and where to find the right capital to support your venture.

About Morgan Beall

Morgan is part of the Community Investment team at Vancity Credit Union working as the Microfinance Manager. In this role, he provides high quality and hands-on advice and support for micro-entrepreneurs, with a focus on startup-business that have high social, environmental and community impact. Morgan has been with Vancity for twelve years, formerly in a frontline role working with members and community partners in the branch system. There, Morgan developed and adapted financial literacy/community capacity building products and supports to serve member needs and to generate community investment opportunities. He’s met folks from all walks of life and he believes in the importance of building strong communities through focused investments.

About Genevieve Pinto

Genevieve is a Vice President at Renewal Funds, a mission venture capital fund that invests in sustainable businesses in sectors such as organic and natural foods, green products and environmental technology. Prior to joining Renewal Funds, Genevieve was a Partner at McCarthy Tétrault LLP, where her expertise included start-up formation, venture capital financing, M&A transactions, public capital markets financing, executive compensation and corporate governance. Genevieve currently serves on the Board of Directors of the YWCA Metro Vancouver and is also a founding member of the Raise Collective, an organization dedicated to the development and support of women investors and entrepreneurs.

About Paulina Cameron

Paulina in an impact-driven leader. She is the Director for BC & Yukon at Futurpreneur Canada- an organization providing resources, mentorship, and financing to thousands of startup entrepreneurs a year. Paulina is one of 8 leaders serving on Prime Minister Justin Tredeau’s Expert Panel on Youth Employment, advising the Government of Canada on its $800M youth strategy. In 2008, Paulina was a founding director of Young Women in Business- a national non-profit supporting millennial women . Paulina has been awarded the Vancouver Board of Trade’s inaugural Wendy McDonald Award, The International Alliance for Women Top 100 Award in Washington DC, the KPMG National Leadership Award, and was a finalist for the YWCA’s Women of Distinction Awards.

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