Topic: From Clinician to Confident CEO: How to Have More Ease, More Time Off, and More ProfitPresenter: Casey Truffo, LMFTDate: Friday, March 1, 2019Time: 9:30 AM to 4:30PMLunch: Fajita Bar ProvidedLocation: Rancho Cordova City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA 95670 (map)Room: American River North
Doors Open at 8:30AMNetworking 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.
UNFORTUNATELY DUE TO THE CONTENT WE ARE UNABLE TO PROVIDE CEUs FOR THIS WORKSHOP.Per the BBS, Practice Building workshops and trainings are not permitted to count towards CEUs for BBS Licenses.
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
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