716 Welcome Book

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Welcome Book

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3030 Starkey Blvd, Suite 270 Trinity, FL 34655 T 256.850.4700 ceospaceinternational.com

Hello CEO Space members!
The goal this week is very simple... to help you speed up your business to the next
level. The experts we’ve assembled don’t just talk about success, they live it and make
it happen everyday!
We’re dedicated to giving you the most up-to-date information possible as well as
providing the support to answer all your questions while we share an unparalleled
experience with one another.
Welcome to the Space!

3

Protecting the People of Small Business

The Due Diligence Process
Summary

The Bad and the Ugly

An ounce of prevention is worth a pound of cure.
Benjamin Franklin

Time and again we hear horror stories from business owners. They usually entail spending exorbitant amounts of time and
money working toward a goal only to have their plans destroyed. More often than not that decision involved trusting someone
with inexperience or nefarious intent who wreaked havoc on the business. This doesn’t have to happen.

In a perfect world everybody we talk to is exactly who they say they are and they’ve done exactly what they say they’ve
done. In a perfect world relationships don’t sour and agreements create a win-win for everyone involved. But unfortunately
we don’t live in a perfect world. From our experience in the counterintelligence realm of government, we learned very
quickly that nothing is ever what it seems. Some people purposefully use smoke and mirrors to make a buck and some people
ignorantly make promises they can’t keep.

Because of this business owners must incorporate precautionary measures within every aspect of their business. The best
precautionary measure any business owner can use is one we call the Due Diligence Process. The Due Diligence Process
is based on decades of government intelligence experience and academic research…and it works. It is modeled after
information gathering methods taught at some of the elite government intelligence training centers and includes research
done at top-tier universities regarding how people operate.

The Due Diligence Process is a process of discovery that occurs at every stage of business development. It is as essential
to business success as a good strategic plan. Without it business owners expose themselves, their businesses, and everyone
else involved to undue risk. The following information identifies the three steps of the Due Diligence Process and explains
each one in-depth. If you follow this process and apply all three steps to every business decision, you greatly increase
your probability of success. Practice the process and you’ll begin to see a shift in the power you wield in situations and the
confidence you carry into your business.

Avent-Guard.com [email protected]
© The Recla Group, 2013. All rights reserved.

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Protecting the People of Small Business

Three Steps of the Due Diligence Process

The Due Diligence Process consists of three steps. Each step is simple to comprehend but varies in its difficulty to implement.
One of the determining factors regarding the difficulty of each step is the importance of the business decision being made.
The more time and/or money the decision requires the more intricate the steps.

The first step in the process is critical thinking. This step sets the stage for the entire process. In the critical thinking step, the
business owner identifies the gaps in information.

The second step is intentional communication. When implemented correctly this step follows logically behind the first step
and, at a minimum, should address the identified gaps.

The third step is verification. The success of this step relies completely on the effort given to the first two steps.

These three steps combine to create a powerful process of information exposure, gathering, and development. Most
importantly, it puts business owners in the position of Intelligence experts for their businesses.

When is the Due Diligence Process Necessary?

By far the most frequent response we get from business owners when we tell them about the Due Diligence Process is, “Oh,
I’m not ready for that yet. My business is just getting started.” But when we start asking them questions, they admit their
business has relationships with vendors, service providers, clients, etc. Or they collaborated with another entrepreneur on a
project. Or they’re in the initial stages of fundraising.

Through a series of questioning techniques we discover they never applied the Due Diligence Process to any of these
decisions and, in the process, exposed their business to substantial risk.

The short answer to the question is…always. The Due Diligence Process is always necessary. Or, if that’s too vague, a
more specific answer is that the Due Diligence Process is necessary before you expend significant time or money on a
businessdecision.

The best method for implementing the Due Diligence Process into your business is to weave it through your strategic plan.
While the process looks different depending on what stage your business is in, the steps are the same. Whether you’re just
getting started and need a website service provider or you’re exiting your business through a buy-out, implement the Due
Diligence Process prior to putting your business assets at risk.

To download the full version of The Due Diligence Process Every Business Owner Should Know
go to: http://avent-guard.com/the-due-diligence-process/

Avent-GuardTM offers free Due Diligence Process consultations to CEO Space members.
Contact us today at [email protected].

5

QUICK REFERENCE

This welcome book is full of useful information to help you navigate through the week.
Below is a list of information you can find within these pages.
GETTING STARTED
Class Directory Process Information
In-Room Expo Notice
Lost & Found
Guarantee Disclosure
Room Assignments
CLASS DESCRIPTIONS
CLASS HANDOUTS
HOTEL MAP
SATURDAY EXPO
PLATINUM PROGRAM INFORMATION
WESTIN SPA COUPON
MINUTE PRESS PRINTING COUPON
FACULTY FEEDBACK FORM

6

GETTING STARTED

YOUR CLASS DIRECTORY

After settling into your room, please make your way to the Directory Station located in Agadir. (See the hotel
map) There you will find computers available to either enter new members information or update graduate
information. Access your directory page and update your Skills and Project. Towards mid-week, there will be
an announcement to proof your directory page before it goes to print. If you’re new to CEO Space, please
have your picture taken. You can also order labels for your See Me cards.

Class Directories will be available to purchase during the week and pick up is after 2:30 pm on Saturday
during EXPO.

IN-ROOM EXPO NOTICE

Members should limit meetings to your own hotel room with pre-qualified guests. Presenting to non-
qualified parties may violate State and Federal Law. Investors are asked to limit meetings to CEOs you select,
avoiding meetings that are not pre-qualified as a matter of legal compliance. Review legal documents with
officer/directors authorized to issue offers to “pre-qualified” individuals. Each guest is responsible for legal
compliance (at the State, as well as the Federal level). If in doubt, ask expert security attorneys before
taking action.

LOST & FOUND

Please make sure you gather all of your belongings after each class, meal room or SNAP. Once the session is
over, our staff refreshes the room for the next class and ask that you do not enter at that time.

If you happen to leave something behind, please notify a staff member and we’ll be happy to check the lost
and found for you. Please be prepared to describe the item, when and where it was lost. We maintain all lost
and found articles from Sunday arrival to Saturday, end of Expo.

If your item was lost outside of the CEO Space event, its very possible the hotel may have it in their lost and
found.

If you’ve lost something valuable or essential (bag, computer, car keys, phone, electronic devices etc) and you
discovered it after 9:00 pm or before 8:00 am the next morning, please check with the hotel. All found items
deemed to be valuable or essential, will be turned over to the hotel security at the end of each class day and
will not be stored by CEO Space. Lost and Found is accessible during the hours our event is in session. Use
some of your See Me card labels on your personal belongings.

GUARANTEE DISCLOSURE

A limited “Money Back Guarantee” is provided to attending members who have paid $7500.

Failure to attend all classes waives and forfeits the right to a refund now or at any future date, as all educational
sales are final following the 72 hours grace period, due to the cost of Conference preparation, delivery and
execution.

3030 Starkey Blvd, Suite 270 Trinity, FL 34655 256.850.4700 ceospaceinternational.com

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ROOM ASSIGNMENTS

Below is the list of events with room location. All rooms are located on the garden level of the Hotel.
Please be aware that rooms are subject to change; please see a staff member for assistance.

EVENT LOCATION
Directory Station Asilah
Sunday Class Ballroom F
Meals - Monday through Friday Ballroom E
General Session Grand Ballroom
EXPO & Implosion Grand Ballroom

WORKSHOP INSTRUCTOR ROOM

MONDAY MAY 16 - 10:30 AM Gerry Foster F
BIG Branding - Part 1 Betsy Westhafer G
MAPS: A Path for Achieving Your Next Milestone Jason Webb H
International IP Protection
F
TUESDAY MAY 17 - 9:00 AM Marlon Paz G
Raising Capital Overview David Townsend H
Value Creation: The True Art of Selling Brian Kunzler &
Managing Intellectual Property From an Investor or Michael Bartholomew F
Purchaser Perspective G
H
WEDNESDAY MAY 18 - 9:00 AM Paul Lemberg
The Perfect Business Model Marlon Paz F
Advanced Capital Plans Greg Lyle G
How to Legally Start, Run, & Exit a Business H

THURSDAY MAY 19 - 9:00 AM Penny Zenker
Stop the Tug of War with Time Gerry Foster
BIG Branding - Part 2 Tom & Tracy Hazzard
Hope is Not a Launch Plan

3030 Starkey Blvd, Suite 270 Trinity, FL 34655 256.850.4700 ceospaceinternational.com

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WORKSHOP INSTRUCTOR ROOM

FRIDAY MAY 20 - 9:00 AM Brian Kunzler & F
How to Procure and Optimize Patents to Michael Bartholomew G
Jason Webb H
Maximize Licensing Opportunities Cheryl Snapp Conner
Identifying and Protecting IP F
How to Become an Expert Columnist G
H
SATURDAY MAY 21 - 11:00 AM Betsy Westhafer
MAPS: The Path for Achieving Your Next Milestone Penny Zenker F
Stop the Tug of war with Time Paul Lemberg G
Purpose + Passion = Profits H

SUNDAY MAY 22 - 9:00 AM Tom & Tracy Hazzard
The Marketing Power of Podcasting Ed Bogle
Strategy; Being Opportunistic in Change Cheryl Snapp Conner
How To Achieve PR With No Agency

3030 Starkey Blvd, Suite 270 Trinity, FL 34655 256.850.4700 ceospaceinternational.com

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Class Descriptions

Reference this section to help determine which
class is the right fit for your needs.

10

Table of Contents

13 DAVE AUSTIN
The Inner Game of Business (Tuesday 10:30 AM - 11:45 AM)

13 ED BOGLE
Strategy; Being Opportunistic in Change (Sunday 9:00 AM - 10:00 AM)

13 LINDA CLEMONS
“I Hear What You Are Not Saying” (Tuesday 1:45 PM - 3:00 PM)

CHERYL SNAPP CONNER
13 How to Become an Expert Columnist (Friday 9:00 AM - 10:00 AM)
14 How To Achieve PR With No Agency (Sunday 9:00 AM - 10:00 AM)

14 DAVID CORBIN
Illuminating Your Foremost Renewable Assets (Sunday 6:00 PM - 7:15 PM)

14 DR. JUNE DAVIDSON
Attracting Sponsorships (Thursday 10:30 AM - 12:15 PM)

14 GERRY FOSTER
BIG Branding - Part 1 (Monday 10:30 AM - 11:30 AM )
BIG Branding - Part 2 (Thursday 9:00 AM - 10:00 AM)

15 TOM AND TRACY HAZZARD
Hope is Not a Launch Plan (Thursday 9:00 AM - 10:00 AM)
The Marketing Power of Podcasting (Sunday 9:00 AM - 10:00 AM)

15 ROBERT D. JOHNSON
Learning From The Future (Monday 3:00 PM - 4:45 PM)

15 BRIAN KUNZLER
IP & Licensing (Tuesday 9:00 AM - 10:00 AM) (Friday 9:00 AM - 10:00 AM)

16 HARRY LAY
Moving Forward From Here (Friday 10:30 AM - 12:15 PM)
Taking the Forum Home (Sunday 10:15 AM - 11:30 AM )

16 PAUL LEMBERG
The Perfect Business Model (Wednesday 9:00 AM - 10:00 AM) (Saturday 11:00 AM - 12:00 PM)

11

16 GREG LYLE
Corporate Formalities and Procedures (Wednesday 9:00 AM - 10:00 AM)

16 JEFF MAGEE, PDM, CSP, CMC
Your Trajectory Code (Monday 12:00 PM - 1:15 PM)

17 MARLON PAZ
Raising Capital Overview (Tuesday 9:00 AM - 10:00 AM)
Advanced Capital Plans (Wednesday 9:00 AM - 10:00 AM)

17 DAVID R. TOWNSEND, MSW, QMHP
Value Creation: The True Art of Selling (Tuesday 9:00 AM - 10:00 AM)

17 JASON WEBB
International IP Protection (Monday 10:30 AM - 11:30 AM)
Identifying and Protecting IP (Friday 9:00 AM - 10:00 AM)

18 BETSY WESTHAFER
MAPS - The Path to Achieving Your Next Milestone (Monday 10:30 AM - 11:30AM)
MAPS - The Path to Achieving Your Next Milestone (Saturday 11:00 AM - 12:00 PM)
AARON YOUNG

18 Secrets of Using An LLC or Corporation (Wednesday 1:45 PM - 3:00 PM)
18 PENNY ZENKER

Stop the Tug of war with Time (Thursday 9:00 AM - 10:00 AM)
Stop the Tug of war with Time (Saturday 11:00 AM - 12:00 PM)

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DAVE AUSTIN
The Inner Game of Business (Tuesday 10:30 AM - 11:45 AM)
Learn the same mental mindset system that Dave uses in the NFL, MLB, Olympics, Fortune 500
Companies, and US Military. A system will take your company to the next level.

Learning Objectives:
• Developing Winning Habits
• Unleashing your animal instincts for performance driven results
• Shifting roadblocks into opportunities

ED BOGLE
Strategy; Being Opportunistic in Change (Sunday 9:00 AM - 10:00 AM)
Great, hyper-growth companies are built around being opportunistic in change, and a great
understanding of their customers. Great strategy is built on great market fundamentals aligned
with your vision, values and purposes. Clarity of your brand, targeted markets and migration of
your unique “value positions” are key.

Learning Objectives:
• How to develop deep market fundamentals: understanding your “space”
• Using alliance and partnership to accelerate your plan and time-to-market
• Building phased growth plans. understanding sequence and evolution for execution of plan

LINDA CLEMONS
“I Hear What You Are Not Saying” (Tuesday 1:45 PM - 3:00 PM)
The power of a great sales presentation is having a system to understand the wants, needs and
desires of your customer so they can see the value of what you offer. Managing your emotional
state as well as that of your client can help you read the nonverbal cues that will take your
persuasion and communication skills to the next level.

Learning Objectives:
• Learn the strategies to Supersize Your Sales Presentation
• The Power of a System
• What Non Verbal Cues Reveal

CHERYL SNAPP CONNER
How to Become an Expert Columnist (Friday 9:00 AM - 10:00 AM)
Learn to propel your business as a national thought leader and columnist, without the need for
an agency or ghostwriter to help you succeed. Many CEO Space members are doing this - here’s
how you can launch or advance your own columnist publishing program.

Learning Objectives:
• Learn the business benefits of thought leadership writing.
• Learn strategies for beginning or advancing your own thought leadership ability.
• Learn how to place and leverage your columns for maximum business advantage.

13

CHERYL SNAPP CONNER
How To Achieve PR With No Agency (Sunday 9:00 AM - 10:00 AM)
Would you like to accomplish PR with the best? For entrepreneurs, it may be easier than you
think. Here are the steps and actions you can complete on your own, with no PR agency required.

Learning Objectives:
• Learn the ways PR can best advance your business.
• Learn the steps and strategies you can use by yourself, no agency required.
• From case study examples, select 3 PR activities you can accomplish following 516

DAVID CORBIN
Illuminating Your Foremost Renewable Assets (Sunday 6:00 PM - 7:15 PM)
Most of our business assets are Depreciating over time. In this fast paced, high energy course
your focus will be on identifying and building your appreciating assets; effectively promoting
them within your business and out in the marketplace.

Learning Objectives:
• Five steps to adult learning
• Core Primary functions of your business
• How to utilize the ILLUMINATE model of business and personal development

DR. JUNE DAVIDSON
Attracting Sponsorships (Thursday 10:30 AM - 12:15 PM)

Learning Objectives:
• How to identify your target audience.
• How to identify the sponsors
• How to customize your packages

GERRY FOSTER
BIG Branding - Part 1 (Monday 10:30 AM - 11:30 AM )
Your brand is not a logo, website, or a tagline you pay someone to come up with for you. It’s
standing out, when everybody blends in!

Learning Objectives:
• How to create a million-dollar brand
• The 7 things you must absolutely do for branding success
• The keys to becoming the go-to brand in your industry

BIG Branding - Part 2 (Thursday 9:00 AM - 10:00 AM)
Your brand is not a logo, website, or a tagline you pay someone to come up with for you. It’s
standing out, when everybody blends in!

Learning Objectives:
• Sure-fire ways to make sure your brand does not let money slip through your fingertips
• How to craft benefit-driven brand messages that ignite purchases
• Designing an irresistible brand promise consumers will eat up!

14

TOM AND TRACY HAZZARD
Hope is Not a Launch Plan (Thursday 9:00 AM - 10:00 AM)
Launching a business, product or service is a high-risk game of chance when you have a runway
shortened by time or money. Instead of hoping for success, you need the right sequence, tactics
and resources to launch on-time, on-budget and on-target.

Learning Objectives:
• Explore why what you don’t know that you don’t know is a riskier path
• Understand the critical runway sequence and review gates for a successful launch
• Learn tips to determine the right resources that can increase your success multiplier

The Marketing Power of Podcasting (Sunday 9:00 AM - 10:00 AM)
Podcasting is a powerful marketing tool to prolifically generate high value content to multi-cast
& is one of the fastest-growing ways to establish expertise and build strong know, like & trust
relationships that convert to business success quickly.

Learning Objectives:
• Understand the marketing potential of podcasting
• Discover how to find the right podcast niche for your business
• Learn the tools, tips and tactics needed to successfully launch a market powered podcast

ROBERT D. JOHNSON
Learning From The Future (Monday 3:00 PM - 4:45 PM)
What if we could learn from the future? What if there was a way to jump ahead of the current
reality, explore the likely future that the decision we are about to make will shape, and from there,
look back at the path we are about to take?

Learning Objectives:
• Personal tool designed to help you navigate decision-making this week and beyond.
• How to make better, bolder decisions.
• Minimize unintended consequences.

BRIAN KUNZLER
IP & Licensing (Tuesday 9:00 AM - 10:00 AM)
Intellectual property is any product of the human intellect that the law protects from
unauthorized use by others. The ownership of intellectual property inherently creates a limited
monopoly in the protected property. This class will be a survey course.

IP & Licensing (Friday 9:00 AM - 10:00 AM)
Brief review of the types of negotiated license agreements and best practice tips for protecting
your intellectual property when licensing.

15

HARRY LAY
Moving Forward From Here (Friday 10:30 AM - 12:15 PM)
This class is for all entrepreneurs and executives at all levels. Most business people desire more
consistent and better results, but sometimes experience disappointment in the execution of their
goals, profits, or related projects. This class teaches a technique and introduces a process that
enables participants to complete the timely and consistent execution and desired results of any
goal or related projects.

Learning Objectives:
• The importance of a formal implementation process focused on your vision for your company
• How to define a goal “SMART,” the most difficult task in project management
• How to identify team members to assign a goal or project, including your expectations
• How to identify the people and resources cost to complete a goal

Taking the Forum Home (Sunday 10:15 AM - 11:30 AM )
This class helps new and returning grads learn how to get the most of their CEO Space
experience. Consistently one of the conferences’ ; highest rated classes by the members. Harry,
brings over eleven years and almost 60 CEO Space forums with the experience to demonstrate
how to apply what you’ve heard during the forum and apply it to accelerate your business to
success.

Learning Objectives:
• Discuss any questions the attendees have after their week in class
• What to do with all the see-me cards and business cards accumulated this week
• How to use multiple business conferences to speed up your success

PAUL LEMBERG
The Perfect Business Model (Wednesday 9:00 AM - 10:00 AM) (Saturday 11:00 AM - 12:00 PM)

GREG LYLE
Corporate Formalities and Procedures (Wednesday 9:00 AM - 10:00 AM)

Learning Objectives:
• Form the correct business entity and get your organizational documents in order;
• Properly run a business through a management committee or board of directors; and
• Plan for and execute a business exit strategy.

JEFF MAGEE, PDM, CSP, CMC
Your Trajectory Code (Monday 12:00 PM - 1:15 PM)
Entrepreneur, start-up or in revenue businesses will benefit by participating in this high impact,
fact pace program that details the seven proven characteristics (DNA) of super achievers and
super organizations. Based upon 20 years of work at the CEO level of Fortune 50 Firms, top
Organizations, Entrepreneurs, Government Agencies and CEO’s...

Learn and benchmark seven specific ways to stand up your business, accelerate your business,
and build a better Board for accelerated immediate success. Learn how to maximize your CEO
Space experience for real ROI the first day back home!

Learning Objectives:
• Understanding the 7-core differentiators to success
• How to leverage CEO Space for maximum ROI

16

MARLON PAZ
Raising Capital Overview (Tuesday 9:00 AM - 10:00 AM)
Advanced Capital Plans (Wednesday 9:00 AM - 10:00 AM)
Need capital to set your business in motion? “Accessing the Capital Markets” is a basic primer for
entrepreneurs interested in accessing capital markets through a securities offering and complying
with applicable laws and ongoing reporting requirements of the U.S. federal securities laws.

Learning Objectives:
• Accessing funding sources and putting your assets to work Creating a legal structure
• Raising capital in a securities offering
• Creating a legal structure

DAVID R. TOWNSEND, MSW, QMHP
Value Creation: The True Art of Selling (Tuesday 9:00 AM - 10:00 AM)
“Never before has it become so critically important to understand how “”value”” perceived or
otherwise, plays a vital role in the selling process. Today’s market climate is one in which we must
have the capacity to create value in the lives of our customers in meaningful and sometimes life
changing ways.

Learning Objectives:
• Define the most compelling approach to address customers needs.
• Learn to quickly define, create, and communicate the highest value to your customer.
• De-emphasize price in your selling methodology and craft solutions that satisfy your customer’s

concerns that go beyond price.

JASON WEBB
International IP Protection (Monday 10:30 AM - 11:30 AM)
Any business that can operate internationally needs to make serious decisions about what IP to
protect and how to protect it. Come get the big picture on how to protect yourself outside the
United States, how to save money while doing it, and how to decide what to protect in the first
place.

Learning Objectives:
• Learn how to protect intellectual property outside the United States
• Learn cost-saving techniques for international protection
• Learn about the costs and benefits of international IP protection

Identifying and Protecting IP (Friday 9:00 AM - 10:00 AM)
Operating internationally creates the need to make serious decisions about what IP to protect
and how to protect it. Come get the big picture on how to protect yourself outside the United
States, how to save money while doing it, and how to decide what to protect in the first place.

If your business is unique or special in any way, you have IP. If you are raising money for your
business, investors expect you to be able to identify your IP and expect you to protect it.

Learning Objectives:
• Learn how to Identify when you have IP
• Learn the different types of IP
• Learn how to protect your IP

17

BETSY WESTHAFER
MAPS - The Path to Achieving Your Next Milestone (Monday 10:30 AM - 11:30AM)
(Saturday 11:00 AM - 12:00 PM)
Sequencing is the key to your success. In this session, you will clarify your next milestone, commit
to the actions you need to take, and gain an understanding of the CEO Space MAPS program of
Mentorship, Accountability, Progress Tracking and Support.
Learning Objectives:
• Understand the difference between Goals, Milestones, and Tasks.
• Discover the importance of sequencing when building your business.
• Identify your next milestone, how that relates to your overall goals and identify the tasks/action

steps needed to achieve them.

AARON YOUNG
Secrets of Using An LLC or Corporation (Wednesday 1:45 PM - 3:00 PM)
Most business owner are breaking the law leaving themselves unprotected and vulnerable to
attack. Understanding and acting on these strategies turns the tables creating a fortress around
your business, family and everything you are working hard to create.
Learning Objectives:
• Build a Vision Statement to guide your planning
• Determine which business entity is right for your business
• Understand the legal requirements to maintain your entity so that it can provide maximum

protection and tax advantages

PENNY ZENKER
Stop the Tug of war with Time (Thursday 9:00 AM - 10:00 AM) (Saturday 11:00 AM - 12:00 PM)
Being productive is being efficient and effective. It sounds easy but from the moment we wake up
to the moment we go to bed there are many forces demanding our attention and pushing us off
course. The Productivity Zone is made up of 10 Core Drivers that help you avoid procrastination
and perfectionism and other behaviors that cause you to lose focus of your goals and stay the
course.
Learning Objectives:
• Stop managing your time and start manage your energy
• Identify your unproductive behaviors
• Strategies and Tools to get you into the Productivity zone.

18

Lesson Handouts

19

Table of Contents

21 - 25 DR. JUNE DAVIDSON
The One Page Business Plan (Thursday 10:30 AM - 12:15 PM)

26 & 27 TOM AND TRACY HAZZARD
Hope is Not a Launch Plan (Thursday 9:00 AM - 10:00 AM)
The Marketing Power of Podcasting (Sunday 9:00 AM - 10:00 AM)

28 & 29 ROBERT D. JOHNSON
Learning From The Future (Monday 3:00 PM - 4:45 PM)
HARRY LAY

30 Moving Forward From Here (Friday 10:30 AM - 12:15 PM)
Taking the Forum Home (Sunday 10:15 AM - 11:30 AM )
JASON WEBB

31 - 35 International IP Protection (Monday 10:30 AM - 11:30 AM)
36 - 41 Identifying and Protecting IP (Friday 9:00 AM - 10:00 AM)
42 - 44 BETSY WESTHAFER

MAPS - The Path to Achieving Your Next Milestone (Monday 10:30 AM - 11:30AM)
MAPS - The Path to Achieving Your Next Milestone (Saturday 11:00 AM - 12:00 PM)
45 PENNY ZENKER
Stop the Tug of war with Time (Thursday 9:00 AM - 10:00 AM)
Stop the Tug of war with Time (Saturday 11:00 AM - 12:00 PM)

20

21

22 June Davidson

23 June Davidson

24 June Davidson

25 June Davidson

26 Tracy and Tom Hazzard

sstmepsatrotaer podcast launch

1. prove it REVIEW 2. plan it
REVISE
figure out your why survey styles/hosts/angles BRANDING: DESIGN GRAPHICS & DETAILS
WHY listen quality/topic/guests REJECT
what’s a podcast? PODCAST? set goals & budget CHECK analyze traffic/reviews/ranking make it yours make it special
YOUR impact tactics plan the critical first 8 weeks
NICHE social soft launch DIY social media

3. price it 4. prototype it 5. protect it

PLAN THE RIGHT RESOURCES give it impact design the brand & details TRADEMARK
selection right fit equipment & URL
27 Tracy and Tom Hazzard graphics environment space/sound/placement
TEAM or audio editor ESSENTIAL set-up tips/tools/testing
SELF? transcriptions EQUIPMENT backup space/recording/storage
voice-over assistant options/setup/metrics
feed

6. predict it 7. produce it NOW...promote it!

PLAYS + CONGRATS LAUNCH PROMOTE MARKETING &
GROWTH YOU’RE A SOCIAL MEDIA REFINEMENT
PODCASTER!
CONVERSIONS
art of the relaxed editing listen feedback/criticism/expansion
interview recording edicts measure chart/analyze/adjust

transcription feeding
to blog post the feed

PODCAST START POINT GROUP
© 2016 Tracy & Tom Hazzard – Hazz Design Consulting, Inc.

28 Robert Johnson

29 Robert Johnson

Lay Professional Services, Inc.


 

MOVING FORWARD FROM HERE WORKSHEET

CEO SPACE 516

MAY 20, 2016

1. The most difficult step in a project management process is defining a goal “SMART.”

2. To be defined “SMART” a goal must include all of the following:

• S ____________________

• M ___________________

• A ____________________

• R ____________________

• T ____________________

3. Choose a partner from your table and pair up

4. Briefly describe your businesses to each other and identify one goal that you must
complete inside your business before returning to CEO Space 716.
Document that goal here:

_____________________________________________________________

5. Working with your partner, each of you define your goal SMART, documenting your
SMART goal below to share with the class.

_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________

9321 S Toledo Avenue ● Tulsa, Oklahoma 74137-2740
Phone: (918) 693-8671 ● Email: [email protected]


 

30 Harry Lay

31 Jason Webb

32 Jason Webb

33 Jason Webb

34 Jason Webb

35 Jason Webb

36 Jason Webb

37 Jason Webb

38 Jason Webb

39 Jason Webb

40 Jason Webb

41 Jason Webb

Goal #1 Start Date End Date Owner Support From % Complete

Prerequisites Measures of Success Needs Barriers Resources Date Achieved

Goal #2 Start Date End Date Owner Support From % Complete

42 Betsy Westhafer Goals Prerequisites Measures of Success Needs Barriers Resources Date Achieved

Goal #3 Start Date End Date Owner Support From % Complete

Prerequisites Measures of Success Needs Barriers Resources Date Achieved

43 Betsy Westhafer

44 Betsy Westhafer

THE PRODUCTIVITY ACCELERATOR PLEDGE 

 
To  live  the  10  Core  Drivers  is  to  take  a  pledge  on  the  following  principles.  This  pledge  is  a 
reminder  of  the  behaviors  that  are fundamental  to your success, happiness, and fulfillment; and 
productivity is a bi­product. It is your pledge to yourself and your team.  

Time never was and never will be a measure of productivity. How you s​ how up for the time you 
have  is  what  determines  your  efficiency  and  effective  use  of  the  time.  These  principles  will 
change H​ OW ​ you show up for that time. 

 

1. PURPOSE: I connect daily with my purpose and the purpose of each activity 
and how it relates to my personal and company goals.  

2. PHYSIOLOGY:  I  am conscious and take care of my physical needs to be at 
my best. 

3. LANGUAGE: I am conscious  and careful with the words I use and recognize 
the impact they have on others and myself. 

4. FOCUS: Although I identify challenges, I maintain perspective and focus on 
solutions.  I  value  my  time;  and  show  respect  for  my  time  and the time  of 
others. 

5. PLANNING: I consistently make time to get perspective on my relationships, 
work  and  personal  needs  in  order  to  create  a  proactive plan  for achieving 
my personal and professional goals. 

6. PROCESS: I establish processes and systems to create leverage to do less 
and achieve more. 

7. PRIORITY:  I  seek  clarity  and  balance  urgent  and  important  items.  I  make 
time for what is important, first and foremost. 

8. PROGRESS:  I  will  live  by  the  philosophy  that  there  is  no  failure  only 
feedback and see every experience as an opportunity to learn.  

9. MEASUREMENT:  I  track  the 10 Core Drivers of productivity to create focus 
and measure my progress in these 10 areas. 

10. PROACTIVE:  I  take  responsibility  for  my  environment  and  recognize  the 
environment I create is paramount to my productivity and satisfaction. 

On  my  honor,  I  affirm  that  the  statements  above are the  basis  for my  success.  I 
pledge to my team and myself to live by these principles. 

 

______________________________________                 ______________________________________ 
Accountability Buddy 
Signature

The Productivity Accelerator   www.p10app.com    
45 Penny Zenker
 

Hotel Map

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Saturday Expo

3:30 - 7:00

The traditional “booth” model is such that you have a booth to “sell” your products and services
and hope that someone will stop by and ask for more information or to purchase your products.
The CEO Space Expo was designed to give you the opportunity to:

- Sell your products and services that you have been asked about all week
- Provide you with a space to have people find that you have not been able to connect with
- Display your project for which you are seeking funding
- Schedule meetings and finally have members catch up with you... Think of it as the place for you
to “wrap it up”!

Entry Entry Entry

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Guest Services 1 13 25 37 49 71 72 73
2 14 26 38
3 7 27 39 50
8 15 51 55 56
9 19 31
20 32 33 43 44
21
45 GUEST SERVICES

Entry

6 11 18 22 23 30 41 42 48 53 57 58
5 10 17 29 40 46 47 52
4 16 28
Video Shares 12 24 36 78 79 80
34 35
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93 92 91 90 89 88 87 86 85 84 83 82 81

= Sponsor
Booths

A big thank you to Michael White-Ryan & Pamela Edwards of languageofspace.com for improving
the flow of our Expo through Feng Shui!

Stop by Registration to make your booth reservations

Single Booth $345 Single Booth for Returning Grad $525
Double Booth $495 Double Booth for Returning Grad $675
Electricity $49 Wall Space $30

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Platinum Membership

In every elite and successful business entity there is a standard of service
and devotion to its customers and clients. At CEO Space, we provide all
our Members with that automatic standard for life. Continuously evolving
with all of today’s ever changing markets, we at CEO Space provide the
most critical and advanced business needs requested by you, our
Members. We have listened to your request to raise the bar even higher
within CEO Space and have formed the Platinum Membership Program.

Benefits:

• Identified Exclusive Community

• Peer-to-Peer Networking

• Advanced Platinum Classes

• Faculty/Platinum First Access into Super Teaching & Meals

• Platinum Exclusive Coaching Meals

• Exclusive Access to VIP Events

• Reserved Seating in Super Teaching

• Stage Recognition during week

• Exclusive Meal Tables

• Private Catered Meals

• Platinum SNAP

• Group Coaching Calls Between Conferences

• 25% Discount on all Product Sales

• Graduate Tuition Waived* ($1495)

• Free Conference Collection ($346)

• Free Expo Booth ($345)

Annual Value $10,930

For more information, see Richard Kaye or Ellen Morgan.
Ellen Morgan - 814.490.6531

* meal fee of $500 applies

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SPA SERVICES

Welcome Members!

Spa Moulay at the Westin is pleased to extend an offer of 20% off all
products and serives for all CEO Space members and guest.
To make reservations, please all 702.567.6049

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20% OFF ALL PRINTING

plus free delivery service for

Receive 20% off your printing needs at International Minute Press
Reference code: CEOSPACE516
International Minute Press
1445 W. Sunset Road Suite 7
Henderson, NV 89014
Phone 702.638.8383
Pax 702.636.8383
Email [email protected]
You can submit your orders via email or online at:
http://www.henderson.intlminutepress.com/servicecenter/order.html
NOTE: Orders received by 12 noon are delivered the same day.

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