2021 SMPS Southeast Regional Conference “Building a Culture of Change” 

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2020 SMPS Southern Regional Conference “Charting a New Course with Change Management”

A webinar with Courtney Kearney and myself on how Dr. Kotter’s 8-Step process for Change Management can help your organization make process, behavioral, technological, or leadership changes. This presentation was delivered for The Society for Marketing Professional Services ( Southeast Regional Conference on July 10, 2020.

2019 SMPS Southeastern Regional Conference “From Bob Ross to Monet: Infusing Creativity into Your Pursuit Process”

In a competitive landscape, bringing creativity to your project pursuits is more important than ever. Telling a great story requires more than just a splashy graphic or a “happy tree,” it involves a deep understanding of the owner or client, an ability to communicate value in each phase of the pursuit process, and selling your story in a compelling way during the presentation. In this interactive session, Jan Flesher, Julie Shaffer, and Chaz Ross-Munro tackled the three most common pursuit obstacles and helped attendees tap into their own creative potential and transform how they crafted their next pursuit strategy.

2018 SMPS National Webinar “Proposal Automation: What it Means & How to Get Started”

Presented with Courtney Kearney (CKearney Consulting) “Proposal Automation: What it Means & How to Get Started” an SMPS Lunchtime Learning Lab on July 19, 2018.

2018 SMPS Southeast Regional Conference “How to Create an Agile Proposal Process”

Agile Tools For Proposal DevelopmentDownload these adapted Agile tools for proposal developers! Contents include: A Daily Stand-up Format; Sprint Review Template, and Retrospective Template.

“Disrupting the Proposal Process with Agile” presentation given at the 2018 SMPS Southeast Regional Conference.