CPCUG E&C SIG Home 
Advanced Search
 
 
Register for a SIG Meeting
 
Schedule of SIG Meetings
 
Make a Presentation | Speaker Info
 
 Past Meetings 
(some with PowerPoint or PDF files)
 
Want To Help? |  Kudos!
 
Seminars: 6 hour; 3 hour
 
Workshops | Discussions 
at Digital Division
 
Sponsor E&C SIG Meetings!
 
 
Silver Sponsor
 
Presentation Description  | Speaker Information | Meeting Agenda  | Location | Sponsors Registration 

Saturday, May 15, 2004, 1:00-3:15 pm 
Check-in & ResultsTM Demo: 12:30 pm 
Program: 1:00 pm sharp! 

NOTE--Change in Meeting Location for this meeting!  
Bethesda Chevy Chase Services Center 
2nd Floor, Rooms A and B 
4805 Edgemoor Lane 
Bethesda, MD 
(directions, map, and parking


Taking the Road Less Traveled:  
Succeeding As Your Own Boss   
Speaker: Margarita Rozenfeld, Success Coach, of Essence, and Chief Visionary, Yes!Circle 

You've made (or seriously contemplated) the huge leap from "employee" to "business owner."  Congratulations! But do you have all it takes to succeed as your own boss? 

This interactive practical workshop will explore the peaks and valleys of business ownership and the tools needed to thrive in business. Begin to map your path to success by discovering your values and motivations, identifying hidden strengths and drivers, setting SMART (specific, measurable, acceptable, realistic, time bound) goals, and learning to transform challenges into fantastic opportunities. Walk away with actionable steps and support structures to help you succeed as your own boss. 
 
"Margarita Rozenfeld has done two great workshops for my company TeraTech: one on leadership and  one on goal setting. She is a great speaker."  
--Michael Smith, President, TeraTech, Inc. 
Speaker: Success Coach Margarita Rozenfeld works with entrepreneurial individuals and organizations to create a "big picture" vision and a roadmap to success. Among her clients are entrepreneurs, executives, artists, and coaches as well as private, nonprofit, and government organizations.  Margarita is also the founder of YES!Circle, a leading networking and education organization for entrepreneurs in the DC area. 

Margarita's uniquely integrated educational, corporate, and coaching experience enables her to work with a diverse, multicultural clientele. She speaks, trains, and facilitates organizational meetings and retreats, and leads workshops on personal, professional, and organizational development. 

For more information, visit Margarita's Web sites at http://www.ofessence.com and http://www.yescircle.org, or contact her for a complimentary consultation at (703) 989-8016 or via e-mail



Agenda 
12:30  pm
Check-In 
Software Demo: ResultsTM
1:00 pm
Welcome & Announcements
1:10 pm
"And You Can Quote Me on That . . . " 
Tax Updates & Accounting Tips, Jina Etienne, CPA
1:20 pm
Main presentation: Taking the Road Less Traveled: Succeeding As Your Own Boss; Margarita Rozenfeld
2:45 pm
Q&A
3:00 pm
Closing announcements 
3:05 pm
Informal queries, conversation, networking
Presentation Description | Speaker Information | Meeting Agenda | Location  | Sponsors | Registration 

Saturday, May 15, 1:00 pm  
(Check-In: 12:30 pm) 
Bethesda Chevy Chase Services Center 
2nd Floor, Rooms A and B 
4805 Edgemoor Lane, Bethesda, MD 
(directions, map, and parking

Parking: Large indoor garage--free on Saturdays! 

Metrorail: Across the street from Bethesda Metrorail Station, on the Red Line. 

Free and open to all  


CPCUG Member-Only Door Prize Drawing at end of many meetings!  

Optional Post-Meeting Gatherings  

Several times a year a smaller group (usually about 8 to 12) goes to Nanny O'Brien's (directly across the street from the library at 3319 Connecticut Avenue, NW, 202-686-9189, open 2 pm Saturday to 2 am Sunday) or another local establishment for continued conversation, networking, and refreshment following the meeting. (Participants pay for their own beverages and food.) 

Join us! 


Advance Registration Requested. Often we have handouts and/or giveaways (occasionally even refreshments). Only your advance registration enables us to have enough for everyone.  


TechTalk Sponsor 
Results Software 
Grow Your Business With ResultsTM 

ResultsTM combines customer relationship management (CRM) and business management in one software package. Developed in 1986, the application helps consultants, small businesses, and associations manage customer relationships from initial contact through invoicing to final payment. 

ResultsTM records all activities and provides a workgroup calendar for team scheduling. In addition, its document management capabilities enable users to be consistent in their communications with customers. 

Unlike other CRM products, ResultsTM provides a complete business management solution by including service and product invoicing, automatic invoice generation from billable activities, payment and collection tracking, and direct access to customer invoices and collection status. 

For more information, visit http://www.Results-Software.com


Next Meeting: 
Saturday, June 19, 2003, 1:00 pm 
The Health Insurance and Healthcare Marketplace: 
Fending for Yourself 
Speaker: Lloyd Brodsky, Ph.D

Return to the home page of CPCUG's Entrepreneurs and Consultants SIG
April 2, 2004