Webinars

TitleDateStart TimeDurationRegister
Commercial Practitioner Series - Five factors to consider with non-competitive bidding scenarios  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
4/21/202110:00am CDT1 hour
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Commercial Project Management Series - RFP’s, RFQ’s and other RFx’s Jim Bergman will cover the following topics:
The collection of proposals and pricing
Differences between the documents
Is project management part of the proposed support?
Integrating the proposed approach into the project plan
Integrating the proposed approach into the eventual contract
How long is the proposal/quote valid?
4/21/202110:00am CDT1 hour
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Commercial Practitioner Series - Five key timing considerations in tendering  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
4/28/202110:00am CDT1 hour
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Commercial Project Management Series - Due Diligence Practices Jim Bergman will cover the following topics:
Written materials
Interviews via phone and email
Physical visits
References
Finding third parties who are not being
Asking how well they manage projects
4/28/202112:00pm CDT1 hour
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Commercial Practitioner Series - Four keys to successfully ratifying the strategy before tendering  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
5/5/202110:00am CDT1 hour
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Commercial Project Management Series - Negotiating the Project Support Jim Bergman will cover the following topics:
What is needed?
What is available?
Where are the gaps?
What is the best way to fill the gaps?
Agreeing on how to fill the gaps
Implementing the project support to fill the gaps
5/5/202112:00pm CDT1 hour
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Commercial Practitioner Series - Six important tips for developing the tender evaluation scorecard  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
5/12/202110:00am CDT1 hour
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Commercial Project Management Series - Initial Implementation Steps Jim Bergman will cover the following topics:
Finalize team
Conduct kick-off meeting
Identify key action items
Prioritize action items
Complete the RACI
Integrate into contract as appropriate
5/12/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five essential factors in approaching the market with a tender  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
5/19/202110:00am CDT1 hour
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Commercial Project Management Series - Engineering and Construction Jim Bergman will cover the following topics:
Make/buy considerations
Key value points
Key project/relationship risks
Contract elements
Key Performance Indicators
Measures and metrics of success
5/19/202112:00pm CDT1 hour
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Commercial Practitioner Series - Four factors to consider in using automation during the tender process  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
5/26/202110:00am CDT1 hour
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Commercial Project Management Series - Facility Management Jim Bergman will cover the following topics:
Make/buy considerations
Key value points
Key project/relationship risks
Contract elements
Key Performance Indicators
Measures and metrics of success
5/26/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five considerations when including contracts and exhibits with tendering documents  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
6/2/202110:00am CDT1 hour
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Commercial Project Management Series - IT and Technology Jim Bergman will cover the following topics:
Make/buy considerations
Key value points
Key project/relationship risks
Contract elements
Key Performance Indicators
Measures and metrics of success
6/2/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five tips in validating the technical offer and acceptance  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
6/9/202110:00am CDT1 hour
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Commercial Project Management Series - Consulting Services Jim Bergman will cover the following topics:
Make/buy considerations
Key value points
Key project/relationship risks
Contract elements
Key Performance Indicators
Measures and metrics of success
6/9/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five tips in validating the financial offer and acceptance  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
6/16/202110:00am CDT1 hour
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Commercial Project Management Series - Business Process Outsourcing Jim Bergman will cover the following topics:
Make/buy considerations
Key value points
Key project/relationship risks
Contract elements
Key Performance Indicators
Measures and metrics of success
6/16/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five tips in validating the operational offer and acceptance  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
6/23/202110:00am CDT1 hour
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Commercial Project Management Series - Project Management Services Jim Bergman will cover the following topics:
Make/buy considerations
Key value points
Key project/relationship risks
Contract elements
Key Performance Indicators
Measures and metrics of success
6/23/202112:00pm CDT1 hour
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Commercial Practitioner Series - Three key considerations in effective knowledge management for tendering  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
6/30/202110:00am CDT1 hour
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Commercial Project Management Series - Warranties and Representations Jim Bergman will cover the following topics:
Express warranties
Implied warranties
Warranties versus representations
Guarantees
Disclaimers
The impact of indemnification on the project
6/30/202112:00pm CDT1 hour
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Commercial Practitioner Series - Four factors in assembling the optimal commercial negotiation team  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
7/7/202110:00am CDT1 hour
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Commercial Project Management Series - Indemnities Jim Bergman will cover the following topics:
What is indemnification?
Types of indemnification
Hold harmless
The ability to indemnify
Backed by insurance
The impact of indemnification on the project
7/7/202112:00pm CDT1 hour
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Commercial Practitioner Series - Three components to include when developing a commercial negotiation strategy  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
7/14/202110:00am CDT1 hour
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Commercial Project Management - Remedies and Liquidated Damages7/14/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five steps in monetizing concessions in a commercial negotiation  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
7/21/202110:00am CDT1 hour
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Commercial Project Management Series - Standards of Performance Jim Bergman will cover the following topics:
Reasonable efforts
Best efforts
Empirical efforts
What if the standard is not met?
The impact of the standard on prices
The impact of the standard on the project
7/21/202112:00pm CDT1 hour
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Commercial Practitioner Series - Three considerations to make when ratifying the pre-negotiation strategy Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
7/28/202110:00am CDT1 hour
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Commercial Project Management Series - Intellectual Property and Works for Hire Jim Bergman will cover the following topics:
Types of intellectual property and works for hire
Short-term considerations
Long-term considerations
Key value points
Key project/relationship risks
Contract elements
7/28/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five aspects to consider in pursuing a positional negotiation  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
8/4/202110:00am CDT1 hour
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Commercial Project Management Series - Payment Jim Bergman will cover the following topics:
Single payment on a stated date
Multiple payments at milestones
Tactical and operational aspects
Offsets and deductions
Key project/relationship considerations
Contract elements
8/4/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five aspects to consider in pursuing a principle-based negotiation  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
8/11/202110:00am CDT1 hour
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Commercial Project Management Series - Scopes of Work and Service Level Agreements Jim Bergman will cover the following topics:
The SOW versus the SLA
SOW’s in results and resources contracts
Balancing agility and flexibility against reliability
The impact on pricing
Integrating with the contract
Integrating with the project
8/11/202112:00pm CDT1 hour
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Commercial Practitioner Series - Six key elements of the actual commercial negotiation session  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
8/18/202110:00am CDT1 hour
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Commercial Project Management Series - Drafting and Alignment Jim Bergman will cover the following topics:
Fair contracts are equally acceptable
Good contracts are clear
Tips for clarity
Visualization
Impact of “FOB Ships Flange”
Impact on the overall project
8/18/202112:00pm CDT1 hour
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Commercial Practitioner Series - Seven tips to help define commercial negotiation roles for your team  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
8/25/202110:00am CDT1 hour
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Commercial Project Management Series - Measuring and Motivating Jim Bergman will cover the following topics:
Scorecards and scorekeepers
Individual recognition and reward
Team/enterprise recognition and reward
Ensuring objectivity
Impact on the contract
Impact on the project
8/25/202112:00pm CDT1 hour
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Commercial Practitioner Series - Six areas where departmental strategies impact commercial and contracting practices  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
9/1/202110:00am CDT1 hour
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Commercial Project Management Series - SMART and SMARTER Jim Bergman will cover the following topics:
Specific, Measurable, Attainable, Relevant, Time-bound
Evaluated
Recognized/Rewarded/Revisited
Impact on the contract
Impact on the project
Impact on the individual and team
9/1/202112:00pm CDT1 hour
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Commercial Practitioner Series - Six points to consider in drafting your commercial negotiation summary  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
9/8/202110:00am CDT1 hour
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Commercial Project Management Series - Traditional Contract Models Jim Bergman will cover the following topics:
Purchase Orders, Service Orders, Master Agreements
The contract cube
Licenses
Leases and Rental Agreements
Confidentiality Agreements and Memos of Understanding
Contracts need to be fit for purpose
9/8/202112:00pm CDT1 hour
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Commercial Practitioner Series - Four decision points to consider before re-opening your commercial negotiation  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
9/15/202110:00am CDT1 hour
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Commercial Project Management Series - FIDIC Jim Bergman will cover the following topics:
A global set of templates for an array of contracting scenarios
Highly relevant to Engineering and Construction
Broadly used and viewed as a global standard
The “but, we are different” challenge
The “but, everyone agrees to it” challenge
Impact on the overall project
9/15/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five ways in which corporate-wide strategies impact commercial practice  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
9/22/202110:00am CDT1 hour
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Commercial Project Management Series - NEC and NEC3 Jim Bergman will cover the following topics:
New Engineering Contract, viewed as a collaborative option
NEC4 reflects project management best practices
Emphasizes flexibility, clarity and ease use
Stimulates relationship management between the parties
Guidance notes and flowcharts are available
Impact on the overall project
9/22/202112:00pm CDT1 hour
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Commercial Practitioner Series - Three tips for ratifying and obtaining signature on your commercial contract negotiation  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
9/29/202110:00am CDT1 hour
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Commercial Project Management Series - Lump Sum Jim Bergman will cover the following topics:
Involves a total fixed price
Can include incentives or liquidated damages
Preferred when scope is clear and schedule is agreed
Useful when risk is transferred to the contractor and/or the client wants to avoid change orders
Contractor must integrate the cost of carrying added risk
Impact on the overall project
9/29/202112:00pm CDT1 hour
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Commercial Practitioner Series - Three key considerations in effective knowledge management for negotiations  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
10/6/202110:00am CDT1 hour
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Commercial Project Management Series - Time and Materials Reimbursable Jim Bergman will cover the following topics:
Involves a price based upon hourly/daily rate, and certain additional expenses
Preferred when scope is unclear and schedule is not agreed
Used when risk is to be retained by the customer
Relevant if there is a cap to the amount or project duration
Common with small projects, or if forecast of time is viable
Impact on the overall project
10/6/202112:00pm CDT1 hour
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Commercial Practitioner Series - Segmenting Your Relationships and Applying the Right Contract Models Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
10/13/202110:00am CDT1 hour
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Commercial Project Management Series - Target Price / Target Cost Jim Bergman will cover the following topics:
Solid adoption in some markets, e.g., 15% of construction projects in Japan
Can improve project performance with cost reduction of 15%
Final project cost is a design parameter, like capacity and aesthetics
The project team should develop the target cost at the outset
The cost can increase but team must commit to decrease
Impact on the overall project
10/13/202112:00pm CDT1 hour
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Commercial Practitioner Series - Six tips to successfully kicking-off the post-award commercial team  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
10/20/202110:00am CDT1 hour
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Commercial Project Management Series - Guaranteed Maximum Price Jim Bergman will cover the following topics:
A guaranteed maximum price, with not-to-exceed price, pays the contractor for actual costs plus a fixed fee, subject to a ceiling
Contractor bears cost overrun risk, unless due to a change order
Savings from cost underruns are given to the client
Differs from a fixed-price contract where savings are typically retained by the contractor
Some contractors avoid, as every hour beyond the maximum erodes their margin
Impact on the overall project
10/20/202112:00pm CDT1 hour
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Commercial Practitioner Series - Eight key components to a world-class commercial strategy Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
10/27/202110:00am CDT1 hour
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Commercial Project Management Series - Incentives and Retention Jim Bergman will cover the following topics:
Can incentives eventually become disincentives?
Financial versus non-financial incentives
Retention without contractual foundation
Impact on the contract
Impact on the project
Impact on the individual and team
10/27/202112:00pm CDT1 hour
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Commercial Practitioner Series - Five key steps to include in your commercial contract implementation plan  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
11/3/202110:00am CDT1 hour
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Commercial Project Management Series - Tax Implications Jim Bergman will cover the following topics:
Strategy allows mitigation in most instances
Jurisdictions, goods/services, timing are all factors
Does tax strategy ever overshadow pragmatism?
Consider taxes of the whole versus taxes on the pieces
Impact on the contract
Impact on the project
11/3/202112:00pm CDT1 hour
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Commercial Practitioner Series - Four factors to consider adjusting in the commercial contract before going full scale Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
11/10/202110:00am CST1 hour
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Commercial Project Management Series - Project Risks Jim Bergman will cover the following topics:
Scope risk
Schedule risk
Resource risk
Technology risk
Project reputation risk is emerging as a factor, e.g., “Big Dig”
Impact on the contract
11/10/202112:00pm CST1 hour
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Commercial Practitioner Series - Five steps to take in ratifying the commercial transition plan before going full scale  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
11/17/202110:00am CST1 hour
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Commercial Project Management Series - Party Risks – from Financial to Reputation Jim Bergman will cover the following topics:
Financial stability
Deficient talent and poor management
Sub-standard tools and processes
Reputation
Impact on the contract
Impact on the project
11/17/202112:00pm CST1 hour
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Commercial Practitioner Series - Seven tips for effective measures and metrics with commercial contracts and relationships  Jim Bergman will cover the content with practical examples, allowing you to apply the lessons to your commercial contracts, relationships and projects. These insights will help you maximize the yield on your commercial efforts!
11/24/202110:00am CST1 hour
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Commercial Project Management Series - External and Market Risks Jim Bergman will cover the following topics:
Fiscal, currency, economic risk
Political risk, social risk
Environmental damage risk
Force majeure risk
Impact on the contract
Impact on the project
11/24/202112:00pm CST1 hour
Register

In addition, we are conducting webinars for our paid Licensees on the following topics:

  • Leadership Licensee Case Study: Huawei and the European 5G Landscape:  How to Manage Your Commercial Risk Strategy When a Link in Your Supply Chain is Strained
  • Leadership Licensee Case Study: Bottled-Up Value – How Outcome-Based Contracts Helped Create Global Brand Recognition for Coca-Cola
  • Leadership Licensee Case Study: Burning Your Reputation – How A Defective Transformer and the California Wildfires May Impact PG&E’s Reputation and Existence
  • Leadership Licensee Case Study: $1280 Coffee Cups – What is Behind the US Air Force’s Commercial Strategy?
  • Corporate Licensees – these are private sessions, restricted to team members at those corporations, organizations, and government agencies related to specific topics selected by the Corporate Licensee.  For example, the US Federal Government has commissioned Commercial Officers Group to conduct “Avoiding the Pitfalls in Commercial Management in the US Public Sector”.

One of our most effective offerings is our Learning Ladders.  The next Learning Ladder on our schedule is the SOW/SLA Learning Ladder, which will commence in June 2021.  This multi-week program is a series of weekly webinars in which the participants complete weekly team assignments.  The assignments are graded by the instructor.  At the end of the program, the team with the highest cumulative score is deemed the “Learning Ladder Champions”.

Click here to receive more information and register for the SOW/SLA Learning Ladder.