NSA WINTER CONFERENCE 2017

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Barnard Farmer
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1 LEGAL PILLAR SYLLABUS COPYRIGHT (Protection of Content e.g., books, blogs, website, videos, audios, social media templates, program materials) What Is a Copyright? How Is it Created? Why Register? What Rights Does a Copyright Owner Have? What Is and Is Not Protected by Copyright? Who Owns the Copyrighted Work (Employees vs. Independent Contractors / Work for Hire)? Collaborative Relationships / Joint Works TRADEMARKS (Protection of Brand) What Is a Trademark? How Is it Created? Why Register? (Including Classes of Goods & Services Applicable to Speaking Industry) What Rights Does a Trademark Owner Have? What Is and Is Not Protected by Trademark? Selecting a Mark (Types of Marks, Relative Strength of Marks, etc.) Who Owns the Trademark? Duration, Post-Registration Formalities, and Renewal Steps to Take When Someone Uses Your Protected Materials Without Your Permission HOW TO LEGALLY & ETHICALLY USE THIRD-PARTY MATERIALS Common Public Domain Landmines Music o Mechanical Licenses o Master Use Licenses o Synchronization Licenses o Harry Fox Agency o Performing Rights Societies and Licenses (BMI, ASCAP, SESAC) Television and Movie Clips o Clip License o Motion Picture Licensing Corporation Publicity Rights and Related Releases o Photo Release o Posted Notice for Large Audiences Other Necessary Authorizations o Location Agreements o Product Usage Authorizations Use of Third-Party Logos (Client s Brands vs. Appearances in News Media) NSA Code of Ethics 1

2 LEGAL PILLAR SYLLABUS CONTINUED DEATH, DIVORCE & DISAGREEMENTS: THE 3 DISMAL D'S & WHAT TO DO ABOUT THEM Why You Need a Succession Plan in Effect for When You Die/ Wills and Estate Planning (how it can affect your loved ones if you don't) Why You Need a Plan for While You re Alive, Become Divorced, or are caught in an Ownership Dispute (spouse rights, partnerships, co-authors, etc.) Issues that Can Arise for Which You Should be Insured (disability, general liability, E&O, etc.). Entity Types o Which One And Why o Formation of the Entity o Basic Entity Docs o Ongoing Formal Requirements and Filings Employment Agreements (Non-Compete, Non-Solicit, Confidentiality) and Labor Laws LICENSING, CERTIFYING, CONTRACT BASICS Licensing your content out Training / Certifying trainers to facilitate your content Miscellaneous contracts in the speaking business / contract basics SPECIAL CONSIDERATIONS IN A SOCIAL MEDIA WORLD Top Things You Most Need to Know About: Terms of Use Privacy statements Testimonials / endorsements Contests / sweepstakes Libel LEGALLY SPEAKING OPEN Q&A PANEL 2

3 PUTTING FINANCES IN CONTEXT FINANCIAL PILLAR SYLLABUS Working with the IRS They Do Not Do Paperless Building the Business You Want Enterprise vs. Lifestyle Business Why Making Profit is a Good Thing FINANCIAL GOALS MONEY PLAN Importance of Knowing How and When You Make Profit Tax Organizer that Every Business Needs to Have (templates) Selecting the Best Internal Financial Tools i.e., QuickBooks, Peach Tree, etc. Internal Financial Controls Managing Day-to-Day Finances How to Review Your Monthly Profit and Loss Statement Measuring Gross Profit Across All Revenue Streams HOW TO OPTIMIZE YOUR TAXES THE ULTIMATE LIST OF TAX THINGS YOU NEED TO THINK ABOUT Preparing for and Managing Tax Compliance (Local, State, and Federal) Creating a Business Tax Plan that Minimizes Exposure Taking the Mystery Out of the Annual Budgeting Process TALKING TAXES PANEL WITH Q & A 1. What (Bad) Financial Decisions Have You Made that Cost You Money? o Measuring ROI Investing in Your Personal Financial Future 2. What Are Some of the Best Financial Decisions You ve Made? 3. Do You Have a Financial Advisor? How Did You Select Them? o Selecting a Business Financial Advisor/Mentor 4. How Often Do You Review Your Finances? Do You Review Them with a Professional? o Taking the Mystery Out of the Annual Budgeting Process o The Value of a Quarterly Financial Performance Review PLANNING FOR RETIREMENT The Retirement Triangle, SEP, IRAs Planning for Retirement, Medical Expenses, Emergencies Organize Your Life System if there s time (Template) 3

4 OPERATIONAL PILLAR SYLLABUS RUNNING A BUSINESS EFFICIENTLY RELATIONSHIPS The Value of a Professional Speaker s Time Where Should We Be Focused? Staffing vs. Outsourcing Onsite vs. Virtual Domestic Help Bureaus Masterminds & Professional Networking OPERATIONALIZING SOCIAL MEDIA Automating Social Media Office Processes Technology Integrating Software to Work as One System TEAMS, PIPELINE MANAGEMENT & CORE TOOLS Office vs. Home Office Delegating to the Team Proposals Assessments Templates Writing Blogs and Books Pipeline Management: Planning days out and Daily Strategy 4

5 MARKETING PILLAR SYLLABUS INTERNAL MARKETING PROCESSES & CONVERSION SYSTEMS Measuring All Internal Processes with Client Expectations How to Use Third Party Sources to Measure Marketing Effectiveness Tracking the Conversion Rate Between Inquires and Contracts Choosing the Right Tool to Expose Your IP to Prospects MICROMARKETING TARGETING PROSPECTS & CRAFTING YOUR OFFER Determining Target Prospects within All Your Product and Presentation Offerings and Developing a Tailored Micromarketing Process How to Maintain a High Visibility Among the Key Influencers to the Economic Decision Makers within Your Prospects/Clients How to Market New Offerings to Past Clients MARKETING ROI HOW TO DEVELOP & MEASURE How to Measure ROI on Each Marketing Tool/Channel Contracting with Marketing Partners and Monitoring Their Performance Developing a Digital Marketing Strategy 5

A GUIDE TO BEST PRACTICES SMALL BUSINESS BASICS:

A GUIDE TO BEST PRACTICES SMALL BUSINESS BASICS: SMALL BUSINESS BASICS: A GUIDE TO BEST PRACTICES Starting Your Business Controlling Cash Flow Increasing Profitability Growing Your Business Protecting Your Assets Planning for Business Transition Similar