Headwaters Strategy is pleased to offer workshops in cooperation with industry organizations and conferences. In particular, workshops on quantitative modeling have provided entrepreneurs with a structured way of thinking about their strategic alternatives and the tools to make smart, quick decisions.

I have offered one to three day workshops on quantitative analysis, designed to help entrepreneurs gain financial savvy. Content includes structuring excel models to incorporate both business intelligence and financial projections.

Headwaters Strategy has also provided one day selling skills workshops targeted especially to those selling complex products.

For several years, these workshops were delivered in cooperation with the University of Vermont's Executive Education program.

Short seminars and speaking engagements include:

• Financial Savvy - Modeling Your Business – InventVermont - April 2011: This talk focused on how to use quantitative models to make decisions about licensing a new product or building a business to launch independently.
• Pricing Your Product for Profit – InventVermont - March 2006: Inventors and entrepreneurs negotiating the first few deals for their products often feel they are in a vulnerable position. This discussion de-mystified the art and the science of pricing early stage products and services, using a wide range of examples from both high tech and low tech companies.
• The Agenda for Growth - December 2004: Workshop entitled "Asking What If - Financial Planning/Modeling to Expand Your Options", presented to startup entrepreneurs.
• Women Who Dare - Women Business Owners Network 20th Annual Fall Conference - November 2004: Workshop entitled "Tools for Assessing Risk", introduced attendees to Headwaters Strategy's methodologies for using data to analyze business opportunities.
• Digital Bridges Entrepreneur's Forum and Boot Camp - April 2003: Workshop entitled "How Do You Turn Your Plan Into a Business?"
• InventVermont - April 2003: Seminar entitled “Your Startup Team” on what skills an entrepreneur needs, how to structure the team, how much equity to grant, and pitfalls to avoid.
• Business Power Seminar, Sponsored by KeyBank and New Breed Marketing - March 2003: Talk entitled “Ask What If…And Don’t Stop There”.
• Business Innovation Research/Small Business Technology Transfer (SBIR/STTR) National Conference - October 2002: Seminar - Asking Customers to Pre-Pay for Value (and other creative cash strategies).
• Vermont Businesses for Social Responsibility Annual Conference - Not Business as Usual: Purpose & Profit in a Changing Economy - May 2002: Seminar - Small Company Growth Financing.
• Vermont Innovation Forum - November 2001: Seminar - Partnering for Development.
• Vermont Business Expo - The Convergence of Business & Technology - May 2001: Panel - Funding Your E-Business in the New Economic Environment.
• Vermont Innovation Forum - November 2000: Panel - Understanding the Equity Financing Maze. Quote from the sponsor: "From the feedback we've received, you were terrific!"
• CPA Conference - April 2000: Presentation - Metrics and Methodologies for Planning an E-Commerce Business.
• MIT Enterprise Forums - 1989-1990: Business Plan Review Panel