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  • From Clinician to Confident CEO: How to Have More Ease, More Time Off, and More Profit by Casey Truffo, LMFT

From Clinician to Confident CEO: How to Have More Ease, More Time Off, and More Profit by Casey Truffo, LMFT

  • Fri, March 01, 2019
  • 8:30 AM - 4:30 PM
  • Rancho Cordova City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA 95670
  • 102

Registration is closed

Topic: From Clinician to Confident CEO: How to Have More Ease, More Time Off, and More Profit
Presenter: Casey Truffo, LMFT
Date:  Friday, March 1, 2019
Time: 9:30 AM to 4:30PM
Lunch: Fajita Bar Provided
Location: Rancho Cordova City Hall, 
2729 Prospect Park Drive, 
Rancho Cordova, CA 95670 (map)
Room: American River North

Doors Open at 8:30AM
Networking starts at 8:30 AM

It is the goal of SVC-CAMFT is to ensure that we have an environment that is conducive to learning for all of our attendees so we ask that at our events\workshops not to wear scented products.  Thank you.

Per the BBS, Practice Building workshops and trainings are not permitted to count towards CEUs for BBS Licenses.

Includes: Continental Breakfast, Fajita Bar Lunch and snacks.

Workshop Information:

We spend years learning to do good clinical work. And then we realize we need to learn marketing to get clients to treat in a private practice! What most therapy business owners do not fully understand is that it takes more than marketing and good clinical work to have a financially viable practice. There are actually 5 roles to becoming a successful therapy business CEO. Those roles are clinician, marketing, operations, finance, and visionary. (And there is a sixth role if you decide at add clinicians to your practice: HR.) When all the roles are active and operating well together, you have an easy to manage, and financially successful practice. In this day-long workshop, Casey Truffo will help you: * Find the role in your business that needs to be activated (This is often where the most benefit will be.) * Finally understand your business finances * Clarify policies and systems that will save you time and money * Help you decide which strategies to use to attract clients into your practice with more regularity * Learn how to assess the success of your business and know what to do 'next' for more ease and profit.

Morning Session #1: Review the 5 ingredients to a happy, healthy and wealthy therapy business Discuss the Visionary Role Discuss the Clinical Roles and taking a leadership role in the first session Q&A Morning Session #2: Discuss the Operations Role - policies and procedures Discuss the Marketing Role - speaking and community marketing Q&A Afternoon Session #1: Discuss fee increases Review a sample Profit and Loss Statement Discuss how to know how many sessions one needs to do to be profitable Q&A Afternoon Session #2: What is next? What does the therapy business owner do when the practice is full? (Pros and Cons of Adding Associate Clinicians to the Practice) Review of today’s topics and next steps Q&A

8:30am Registration Starts
8:30am - 9:15am - Networking
9:15am - 9:30am - Announcements
9:30am - 11:00am
- Morning Session #1
11:00am - 11:10am - Group Discussion
11:10am - 12:30pm -
Morning Session #2
12:30pm - 1:30pm - Lunch (provided)
1:30pm - 3:00pm - Afternoon Session #1
3:00pm - 3:10pm - Group Discussion
3:10pm - 4:30pm - Afternoon Session #2
4:30pm - Workshop Ends

Learning Objectives:
1.  Identify at least one role in their business that needs to be activated in order to increase income or reduce effort
2.  Describe at least 2 policies and systems for therapy businesses that will save time and money
3.  Discuss the 2 components of an effective marketing plan

Presenter Bio:
Casey Truffo is a licensed marriage and family therapist and a practice-building coach to psychotherapists on five continents. Casey is the author of “Be A Wealthy Therapist: Finally, You Can Make a Living While Making a Difference” and “From Clinician to Confident CEO.” She is also the founder and the owner of Be A Wealthy Her mission is to help therapists increase their impact and income. Through her writings, newsletters, trainings and coaching, she has helped more than 75,000 therapists to build full and financially rewarding private practices.

Early registration ends Thursday, February 21, 2019 Early registration rates:
2019 Licensed, Associate or Affiliate Member of SVC-CAMFT: $85
2019 Pre-Licensed Member of SVC-CAMFT : $65
Non-Member: $105

Starting Friday, February 22, 2019 rates:
2019 Licensed, Associate or Affiliate Member of SVC-CAMFT: $95
2019 Pre-Licensed Member of SVC-CAMFT : $75
Non-Member: $115

Registration Ends Wednesday, February 27, 2019
No Walk-in Registration unless announced.  

Registration Policy
Effective January 1, 2018 SVC-CAMFT event registration must be paid online except with prior approval.  Registration dates and fees may vary and are subject to change without notice.  Event discounts prices and discount periods may or may not be offered.  Event registration is deemed complete during the registration period in which registration payment is received.  Incomplete or unpaid registration will be cancelled and removed at the end of each registration period. 

Refund Policy
Cancellations received more than 7 days prior to an event may be subject to an administrative fee to cover costs of the initial transaction.  No shows, failure to attend, and cancellations 7 or fewer days prior to an event for any reason are non-refundable, including registrations received fewer than 7 days prior to an event. No credit, refunds, or price adjustments will be given for typographical advertisement errors. A $25 fee in addition to the registration fee will be charged for insufficient funds, denied credit cards, or charge-backs. By registering for the event you agree to the terms of the Refund Policy.

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