Training and Education

On site workshops, webinars, and online courses to meet your business training and education needs.

I design educational programs to meet your specific needs. Training includes trust and estate modules, business leadership and staff training, and personal development.

Training Topics include:

  • Estate and Legacy Topics
  • Conservatorship Topics
  • Financial Decision Making
  • The Impact of Incapacitation on a Family Business
  • General Business (Time Management, Conflict Resolution, Change Management, implementation skills, and more)
  • Specific Business (Marketing, Sales, Client Servicing, Workflow Systems, and more)
corporate training, employee training, leadership training, executive retreat, webinar, online courses, custom training program

In-Person Training

We meet at your location or a location of your choice to provide leadership and executive retreats, team building events, group training by department or title, and personalized owner training on site. Need help inspiring your staff to grow your business or improve your operations? M.E.C. designs programs that bring alignment and progress toward common goals.

Live Webinar Series

Online live courses keep you in control of your learning pace to help you solve problems quickly. You and your family can participate in chats and engage in a dynamic training session with quizzes and poles and then review the webinar at a later time to sustain learning.

Online Courses

Looking for something more formalized? Online modules provide individual courses with group enhanced learning opportunities. Courses require the successful completion of an exam and include quizzes along the way to test understanding. Course materials remain available for review and refreshing learning.

Don’t see a topic that fits your needs? Schedule a 20-minute call/zoom to discuss your situation.