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2018 ICF NT Luncheons and Programs
ICF-NT is dedicated to providing value to our members and guests by providing programs that address a range of coaching interests from building a private practice, to learning new coaching skills to working effectively in organizations.  Whether you are a solo practitioner, a corporate internal coach, a client or a corporate customer, ICF-NT will bring you value each month. Our regularly scheduled luncheon meetings which are held at: 
Hackberry Country Club 
1901 W. Royal Lane in Irving, Texas 
Phone number is 972-869-2631 
Hackberry Creek Website

Luncheon schedule is: 
11:15-11:45 am    Networking 
11:45 am              Program
12:00-1:00 pm      Speaker 
1:00-1:30 pm       Program Wrap Up
Lunch is served as a buffet. The cost is $35.00 for members and $45 for non-members if paid in advance. There is an additional $10 fee if registration is received less than 2 days prior to the meeting. Reservations are necessary as seats may be limited. For more information about reservations for any of the events, see the Events Section, or contact any of the officers.  Often a workshop is offered after the monthly program.   Full Details on all of our educational opportunities are also listed below.

ICF North Texas Annual Meeting
Better Together: One Chapter. One Incredible Story

Special Date: November 30, 2018

11:15 AM – 1:00 PM
Hackberry Creek Country Club

Members – Register by November 28 – $35 / Register after November 28 – $45
Non-Members – Register by November 28 – $45 / Registered after November 28 – $55

Our November 30 Luncheon Program will be hosted by your Chapter President, Catherine Oleksiw, and your ICF-NT Board of Directors. This program will focus on the successes we have had this year as a chapter. We will celebrate accomplishments of the 2018 year as well as anticipate directions for 2019. Program features include awarding the Distinguished Service Award; celebrating our past presidents, volunteers and members; and introduction of the 2019 Board of Directors.

Program Description
  • Introduction: Local, regional and global perspectives, including ICF Global update
  • Report to Members on Chapter: Accomplishments of 2018 and financial update
  • Distinguished Service Award: For the second year, this award will be given to a member who has contributed to chapter capacity and the coaching profession over time, nominated by chapter members
  • Recognition of our past presidents, volunteers and members
  • Introduction of the 2019 Board of Directors
  • Appreciative Inquiry:  Member engagement reflecting on the best of 2018 and envisioning the best for 2019

Learning Outcomes
  • Knowledge of ICF North Texas and its relationship to the region and globally
  • Understanding of ICF-NT Chapter activities and accomplishments
  • Leave with knowledge of strategic directions and opportunities to volunteer in 2019

CCEUS for this Program: 1 Resource Development CCEU

Register for the Annual Meeting


September Events

September 14 Luncheon Program
Creating Unforgettable Coaching Programs (The Secret Formula)

By Sherry Yellin, PhD, ACC, BCC

Our September 14 luncheon program features Sherry Yellin, PhD, ACC, BCC. Dr. Yellin is the owner of The Learning Connection, Inc. For more than twenty years, Sherry has worked with leaders within a variety of industries, public and private, domestic and international. She combines her command of brain-based learning with her experience as a director, entrepreneur, and consultant to foster and equip extraordinary leaders through brain-based, innovative, and engaging learning and coaching solutions. She is a certified coach through the International Coaching Federation and the Center for Credentialing Education.

Program Description:

As a coach…
  • Are you looking to exponentially grow your coaching practice?
  • Do you have the tools to dramatically expand your impact and reach?
  • Would your clients consider your coaching program so unforgettable that they will return and refer their friends?
Creating an unforgettable coaching program helps you achieve all of this. Whether you want to create a coaching program that takes the form of a presentation, a workshop, a webinar, a retreat, or any combination of these, there is a secret to making it unforgettable. The secret is in knowing the principles of how the brain learns best and how to apply them to a learning experience.

Learning Outcomes:

In Creating Unforgettable Coaching Programs, we will:

  • Discover the principles
  • Experience the impact of the secret formula
  • Apply the formula to a real-life coaching program

CCEUS for this program: 1 Core Competency

Register for the Luncheon Program

September 14 Workshop Program
Applying the Secret Formula for Getting Unforgettable Coaching Programs

By Sherry Yellin, PhD, ACC, BCC

Join us following the luncheon program as Dr. Yellin shows us how to apply the secret formula to convert your coaching program into one that is unforgettable. Whether you are at the beginning of creating a coaching program or would like to give an existing program new life, this workshop will provide practical ideas and suggestions. 

In the workshop, we will:
  • Review the instructional design process
  • Revisit the principles of brain-based learning and ways to integrate into a program
  • Allow time to apply to your program and receive feedback

Note: To gain the most benefit from the workshop, bring an outline or structure of a program you want to create.

CCEUs for this workshop: 2 Core Competency

Register for the Workshop

September 28 Webinar Program
The ICF Credentialing Process:  Everything You Want (and NEED!) to Know

By Mickey Gustafson

ICF Credential-holders are part of a self-regulating group of elite coaches who provide accountability to clients and the coaching profession as a whole. They pursue and complete rigorous education and practice requirements that provide unquestioned legitimacy to their commitment to excellence in coaching. Join us on September 28th for an informative webinar about the credentialing process, the requirements for credentialing, and how to apply. We'll also be covering the renewal process. 

Come and get all your questions answered right from the source.

Mickey Gustafson
 is a Credentialing Coordinator with the International Coach Federation.  
She joined ICF in 2014 and has supported the Credentialing department with extensive experience in customer service, marketing, and operations.

Register for the Webinar

August Events

August 10 Luncheon Program
The Path to Mastery: Progression in Coaching

By Teresa Pool

Our August 10 luncheon program features Teresa Pool, founder and CEO of Transitions for Business in Dallas, Texas. Teresa is a highly experienced executive coach with over 25 years of working with leaders and teams to select the best talent, overcome behavioral barriers and create a higher degree of success. Her specialty is partnering with senior executives and high potential leaders who want to move quickly to the next level of performance. Her clients range from national non-profits to nuclear plants. She is the ACTP Director of Training for the Executive Coaching Program at UT Dallas and has been teaching, mentoring and assessing there since 2005. Teresa is an active mentor for those seeking their MCC credential.

Program Description and Outcomes:

2018 was a year of exciting changes at the ICF, changes that you need to know as you progress in your coaching journey. Join us for lunch and learning, and discover what’s new in ICF credentialing requirements at each level.

  • Learn about how the PCC Markers are both learning and measurement tools, and not just for PCCs!
  • We’ll dive in to the high value the ICF puts on “responsiveness to the client” and what that looks like in coaching.
  • We will do a shared exploration of the Coaching Maturity Model and the natural progression a coach makes on their learning journey.
  • Participants will leave with an energized next step on their unique coaching path.

CCEUs for this program: 1 Core Competency

August 10 Workshop

Sharpen the Coaching Saw: Trust and Intimacy and Coaching Presence

By Teresa Pool and Our MCC LINC Coaches

Join us for the second in the series of Sharpen the Coaching Saw ICF competency skill development workshops. Our chapter MCCs and MCC LINC volunteers have partnered together to bring you an opportunity to stretch your coaching skills through learning, demonstration and observed practice. Each workshop is a stand-alone learning experience and participation in previous sessions is not required. We have something to offer all levels:

CIT (Coach in Training) – Recommended for coaches and those interested in becoming coaches. You may be enrolled in a coach training program or logging hours toward your ACC credential. This learning group will focus on building a strong coaching foundation.

ACC (Associate Certified Coach) – Recommended for coaches that have completed coach training and achieved their ACC credential with up to 300 hours. This learning group is designed to build confidence and strengthen the coaching muscle.

PCC (Professional Certified Coach) – Recommended for the working coach with between 300 and 1500 logged hours. This learning group seeks to stretch in new ways and avoid bad habits and coaching ruts.

MCC (Master Certified Coach) – Recommended for PCCs and MCCs with over 1500 logged hours. This learning group is on the road to coaching mastery and is seeking to make, and retain, the mental and skill shifts required of the MCC.

The August workshop will hone in on the relationship between coach and client with the Trust and Intimacy and Coaching Presence. Teresa Pool will present the new ICF Markers that represent success for these competencies and provide a pathway for self-development at each credential level. Coaches from our MCC LINC group will facilitate unique breakout practice activities for each of the four experience levels. We’ll share our learning and each of us will take away a practice challenge.

Register for your spot today. At $25, it will be the best investment you can make in 2018! All proceeds go to our ICF Chapter.

CCEUs for this workshop: 2 Core Competency.

July Events


JULY 13 Luncheon Program
Navigating our Work (and Life!) Beyond our Biases

By Pamela Teagarden, MAPP

Our July 13 luncheon program features, Pamela Teagarden, MAPP, a certified coach, published author, keynote speaker, and a widely read blogger. Starting her career as a banker, with the addition of post-graduate studies in corporate behaviors and positive psychology, Pamela developed a ROI for people practices. Her research at the University of Pennsylvania on Authentic Leadership found new measures to recognize and effectively manage personal biases in performance—which serve as the foundation for individuals and organizations to embrace ‘Inclusive Diversity’ in the context of leading diverse teams to better business performance.

As a native Texan who has lived in Nizhnevartovsk, Moscow, London, Beijing and New York, Pamela has a global perspective on HR issues. Her life abroad has deepened her understanding of how to effectively bridge the divide between national and organizational cultures, for individuals and for organizations.

Pamela’s include: Microsoft, PWC, Yum Restaurants Int’l, Royal Bank of Scotland, Morgan Stanley, Deloitte, Unilever, Federal Occupational Health Agency, Kaiser Permanente, among others. She also works across small-to-medium companies, equity funders, entrepreneurs and individuals.

Pamela is a member of the Wall Street Journal Task Force on Women in the Economy, a member of the UN community on Innovation and Women’s Entrepreneurship, a TEDx speaker, an Advisory Committee Member to EarthXFilms, and a member of the Global Summit on Women.

Program Description:

#MeToo … Black Lives Matter … LGBTQ Pride ... Muslim Bans ... Brexit ... Facebook Politics…
How can we move beyond the biases that are breaking us down—to build a better world (or at least a better business)? What role can coaches play to enable people to feel connected in such a divided world?

Program Outcomes:

Whether you’re negotiating a business deal or sharing at a family meal, your emotions are likely running higher than ever. Over lunch, Pam will:

• Broaden our definition of what bias is and how it affects us
• Explain how our emotional state plays into the impact that bias has on our relationships
• Show us one simple technique that can move us beyond our biases—in even the most complex relationships (at work and at home)

CCEUs for this program: 1 Core Competency



July 13 Workshop
4 Levels of Bias that Break down your Business

By Pamela Teagarden, MAPP

1:30 ‒ 3:30 PM
Workshop Cost:
Members ‒ $89 
Non-Members ‒ $99

Join us following the luncheon program, As Pamela Teagarden, MAPP, walks us through key choices that business leaders can make to move beyond the one level of personal bias that is most relevant to our future business results

Workshop Description:

In today’s unprecedented business environment, our personal biases (and those among our teams) are breaking down at least 30 percent of the productivity we need to sustain our competitive advantage. The problem is, most bias training leaves us grappling with taboo subjects and unconscious stereotypes—that are not only irrelevant, but also distracting to our business.

Workshop Outcomes:

Whether you are a coach or a consultant, we will explore how you can: 

• Define the four levels of bias that are breaking down business
• Frame individuals’ blind spots and team performance biases into six key business contexts
• Highlight the choices leaders have to foster greater diversity that can broaden and build any business
• Take your business to the next level, using this cutting-edge research for your clients

CCEUS for this workshop: 2 Core Competency

July 27, 2018
The Neurobiology of Somatic Coaching:
Embody Your Social and Emotional Intelligence
by Amanda Blake

Program Description:
In recent years there’s been an explosion of research about the brain and body. But our knowledge of this vast field—not to mention our ability to put it to use—is scant at best. Help clients take practical steps toward better living and stronger leadership by turning new research into applied practice. Learn how to build the social and emotional intelligence you—and your clients!—need to achieve greater satisfaction and success. This program is designed to help coaches at all levels learn both the science and the art of using an embodied approach to coaching.
  • Explore how and why body, brain, and behavior are inextricably linked
  • Learn practical tools to cultivate qualities of social and emotional intelligence such as courage, composure, resilience, compassion, and clear communication
  • Develop your coaching presence and help clients grow their leadership presence
  • Discover straightforward, science-based principles and practices that reliably build social and emotional intelligence

Mandy began her coach training in 2001 and she has never stopped learning. She is a Master Somatic Coach and, since 2011, she has been running the popular Body = Brain program that trains coaches in the neuroscience of somatic coaching. She holds a degree in Human Biology from Stanford University and is currently enrolled in a PhD program at Case Western Reserve, where her research focuses on the relationship between embodied mindfulness and the development of social and emotional intelligence competencies.

Register for the Webinar

June Events

June 8 Luncheon Program
Solutions to the Top Five Business Development Mistakes Coaches Make

By Kelly Gallagher, PCC

Our June 8 luncheon program features Kelly Gallagher, PCC. Kelly has front-line experience, success, and deep domain knowledge in business development, and she is one of a select group of sales professionals that is also credentialed and highly successful as an executive coach. With over 30 years of winning experience in the selling arena, her business acumen and marketplace knowledge also make her a highly sought after coach, speaker, corporate sales trainer and consultant.
A life-long student of human behavior, Kelly inspires leaders, business professionals, and entrepreneurs to reach their full potential by developing strong communication and messaging techniques as well as strength-based consultative styles. Kelly is also certified in corporate cultural assessment and follow-up planning/programming.

Kelly as served as an adjunct speaker at the University of Texas at Dallas within their executive coaching program practitioner’s series. Since 1990, she has mentored and developed hundreds of sales professionals, corporate managers, and marketing leadership teams. Kelly has also won numerous prestigious sales awards and sales training recognition.

Kelly’s educational background includes a bachelor’s degree from Indiana University in Education and Life Sciences and a master’s degree from the University of Texas at Dallas in Management and Organizational behavior. She is an ICF credentialed coach at the PCC level.

Program Description:

As coaches we are often in situations where we need to expand our book of business or influence. It is important for the tenured coach, the internal coach, and those starting their practices to manage the balance between a genuine desire to help others while continually staying in a growth mode. Like it or not, we are all in sales!

In this highly interactive presentation, Kelly will introduce the concepts of consultative selling for coaches and best practice solutions to avoid common pitfalls in developing and growing a business. Content has been developed from hundreds of hours exclusively coaching coaches to sell using existing strengths, combined with 20 years of personal award winning corporate experience in consultative selling.

Program learning outcomes:

  1. Understand best practices for influence and growth
  2. Reach business objectives faster and with more comfort
  3. Learn to differentiate your practice based on prospect’s needs
  4. Stand out from the pack with meaningful value propositions
  5. Learn techniques to quickly open up prospects

. . . and, above all, do it all with great authenticity and comfort.

CCEUs for this program: 1 Resource Development CCEU

June 8 Workshop

Deepening the Learning:
Application of Business Development Solutions to Your World

By Kelly Gallagher, PCC

1:30 – 3:30 PM
(Immediately following the luncheon program)

Workshop Cost:
$69.00, until June 6
$79.00, June 7 or Later

In this fun, highly interactive workshop Kelly will use her business development background to lead participants through specific communication processes techniques and demonstrate how to sell consultatively with great authenticity and integrity. Demonstrations include selling to corporate prospects as well as individuals.

Workshop Objectives:

Learn to apply consultative selling skills to:

  1. Enhance emotional intelligence
  2. Improve communication
  3. Handle dynamics of any business conversation with confidence
  4. Develop at least one new idea for a continuous pipeline of prospects.
Specific group processes include:

  1. Developing trust quickly
  2. Listen-Concentrate-Connect
  3. Making strategic active choices while in the presentation process
  4. Give and take
  5. Making the prospect look brilliant

CCEUs for this workshop: 2 Resource Development CCEUs

May Events

May 11 Luncheon
Group Coaching
By Holly Williams

Our May 11 Luncheon Program features Holly Williams, MBA, PCC. Holly is an executive and leadership coach committed to delivering innovative and cutting edge leadership coaching programs. She blends the latest research on the neuroscience of leadership and change with coaching methodology. Her coaching of executives, groups of leaders, and teams occurs in the context of the organization and its strategy. Her clients include Capital One, Mettler Toledo, Freddie Mac, eTrade, and Medimmune. She founded her company MAGUS Group Coaching in 1995.

We will explore Group Coaching in an interactive setting, using the ICF competencies to draw out distinctions between individual and group coaching. We will also look at an example of structure and pricing for leadership group coaching. And we will discuss what group and team coaching have to do with culture change.

CCEUs for this Program: 1 Core Competency


May 11 Workshop

Sharpen the Coaching Saw: Coaching Session Agreement
By Teresa Pool

1:30 to 3:30 PM
(Immediately following the luncheon program)

Workshop Price: $25.00

Join us for the first in a series of Sharpen the Coaching Saw ICF competency skill development workshops, to be held after our monthly luncheon meetings. This is an opportunity to stretch your coaching skills through a learning, demonstration, and observed practice session led by our chapter MCCs and MCC LINC (our small group meetings) volunteers. We have something to offer all levels:

The May workshop will hone in on the Coaching Session Agreement, building a strong foundation for each session with your client. Teresa Pool will present the new ICF Markers that represent success for this competency and provide a demonstration followed by Q&A. Facilitators from our MCC LINC group will facilitate unique breakout practice activities for each of the four experience levels. We’ll share our learning and each of us will take away a practice challenge.

CCEUs for this Workshop: 1.5 Core Competency

April Events

April 13 Luncheon Program

Sell Like a Coach
By Dana Phillips, PCC

Our April 13 luncheon program features Dana Phillips, PCC. Dana is an internationally known expert in direct selling. By the time she and her husband sold their franchise, their organization was number 4 in the nation and number 16 worldwide in a large global direct selling company. Dana is fun, informative, and real. She will touch your heart and give you great tools to grow your business.

Dana is a Founding Partner of Team Connections, one the largest international leadership coaching companies for direct sellers. She is co-author of Direct Selling 101 and 101 Proven Ways to Inspire Your Team and is a frequent blogger on Dana is a certified trainer for Everything DiSC (Wiley), a Certified Stand Out Coach, a Certified Franklin Covey Coach, a Certified Facilitator for Patrick Lencioni’s Five Behaviors of Effective Teams™, and a former Director of Training for AdvoCare, Inc.

Program Description:

Sales and Marketing are closely interlinked and utilized to increase revenue, but they are not the same. Once the product is out in the market, it is the task of the sales person to connect with the customer to buy the product. By definition, selling is converting the leads or prospects into purchases and orders. If you want more coaching clients, this session is for you.

Dana Phillips, PCC sells individual and group coaching and inspires others to do the same. She is a coach, not a marketer, and keeps a full schedule of individual coaching clients throughout the year. Through fun, interactive exercises, participants will connect with their feelings about selling their coaching services. She will address the three biggest obstacles to selling.

Using a five step selling process that encourages the coach to use core coaching skills such as active listening and powerful questions without manipulative “sales” techniques, coaches will be able to sell without fear. Participants will have an opportunity to practice this simple selling process, ask for a referral, and enjoy the process.

Program Outcomes:

While marketing may help you get more leads, marketing alone will not convert them to clients. In this short program, participants will:

  • Learn to address what is stopping you from selling your coaching
  • Discover and practice a sales system to convert more clients

CCEUs for this Program: 1 Resource Development CCEU

April 13 Luncheon Program

Building Your Potential Client List in 3 Key Areas

by Dana Phillips, PCC, and Neil Phillips, PhD, PCC

1:30 – 3:30 PM(Immediately following the luncheon program)

Workshop Fee: $69

Join us after the luncheon as Dana and Neil Phillips present a fun workshop that looks at building your potential client list in three areas: using social media, at in-person events, and by referrals.

Neil and Dana Phillips have partnered together in direct sales for 30 years and have developed the only complete leadership program specifically designed to build leaders in direct sales. They’ve taken this wealth of experience and built a style of coaching new leaders that specifically addresses the unique challenges of direct sales. Neil has 30 years of experience as a coach, mentor and direct seller and has touched thousands of entrepreneurs through his writing, speaking and coaching. Dana has been described admiringly, as the “only person in the world who can give you a hug and a kick in the pants at the same time.” Together, they bring out the best in each other and in their coaching clients.

Workshop Description:

We often hear coaches say, “I have run out of people to approach.” In sales talk, we say, “I need more people at the top of the sales funnel.” In coach speak we hear, “How do I find new people?”

Social Media: This part of the workshop is not an advanced class in social media. Since we get 85% of our coaching leads from social media, we will share 5 simple steps to get you started.

Person to Person: Learn how to share what you offer without sounding like an elevator speech. We will review and practice the five step sales system you just learned in the luncheon program.

Referrals: Learn a proven system for growing your coaching practice by using referrals while raising your rates. You will find the best time, place, and method for building a business through referrals.

: 2 Resource Development CCEUs

March Events

March 9 ICF-NT Luncheon Program

More Clients, Less Marketing:
How to Create More Leads and Income by Doing LESS

By Mary Cravets

Our March 9 Luncheon Program features Mary Cravets, a business development expert and international speaker. Groomed in Silicon Valley, Mary teaches busy entrepreneurs how to attract more high-end clients so they can significantly grow their businesses—without working nights and weekends. Using her methods, the majority of her clients quickly increase their income 50–100%.

Mary is a two-time Past President of the Sedona-Verde Valley, AZ Chapter of NAWBO, Past Director on the National Board and immediate Past Chair of the President’s Assembly Steering Committee and currently serves as Strategic Director on her local board.

Thanks to the freedom her proven business systems afford her, Mary spends much of her time focused on family with her husband, Adam, on the beautiful central coast of California. She’s also an avid roller coaster enthusiast and a kayaking volunteer for a wildlife protection program in Morro Bay.

Program Description:

If you love coaching and want it to be easier to attract more clients consistently, join us. This highly interactive class gives you the simplest, most effective way to generate a steady stream of high-end clients without giving up your nights and weekends. In a no-hype environment, we’ll create immediately implementable client generation tools, customized to your strengths and values.

Program Outcomes:

Referred to as “a coach approach to marketing,” this method has a proven track record of helping both new and experienced coaches quickly generate more clients and increase their income by 50–100%. Participants will:

  • Learn to strategically focus only on client generation activities you enjoy so you show up powerfully and consistently attract high-end clients
  • Cut back time on marketing by 50–90%, while multiplying your results and getting your nights and weekends back
  • Develop a streamlined strategy so you can stop stressing about where your next client is coming from, and instead relax and focus on making a bigger impact in the lives of others

CCEUs for this program: 1 CCEU

March 9 ICF-NT Workshop

How to Build a 6-Figure Coaching Practice without Placing a Single Facebook Ad

By Mary Cravets

1:30 – 3:30 PM
(Immediately following the luncheon program)

Workshop Fee: $89
Join us following the luncheon program to learn exactly how Mary Cravets built a six-figure coaching practice without placing a single Facebook ad. Workshop Outcomes:

In this 90-minute Master Class you will learn:

  • The precise, low-tech strategies I used to build a six-figure coaching business (and not just what I did, but how I did it…so you can, too)
  • Three places money is “leaking” out of your business, and how to reclaim it…before the end of the week
  • The tactic that can double (or even triple) your closing ratio so you can stop wasting time with frustrating looky-loo prospects
  • One simple thing you can do to build your email list by 50, 100, even 200 people today
  • A complete system that will have people saying, “I need you,” and be willing to pay you top dollar for your services

CCEUs for this workshop: 2 CCEUs

February Events

February 9 ICF-NT Luncheon

Understanding the Concepts and Value of ROI for Coaching
By Catherine A. Oleksiw, PhD, PCC
Our February 9 Luncheon Program features Catherine A. Oleksiw, PhD, PCC. Dr. Oleksiw works across sectors—with business, government, nonprofits and philanthropy, and higher education leadership—in assessing change. Throughout 2016, in the first year of their coaching program, Catherine led the metrics team for the Rice University Doerr Institute for New Leaders (DINL), which provides professional coaching to undergraduate students and coach training for the Rice community. DINL was an ICF-Global finalist for the Prism Award which includes metrics and measured growth in its criteria. With over 30 years in leadership roles in government, higher education and private industry, Catherine has led government and foundation-funded education and health research and evaluation projects for the US Department of Education, the National Research Center for Career and Technical Education, the National Institute for Child Health and Human Development, the Centers for Disease Control, and the National Science Foundation. Throughout 2015, she served on the advisory board for an innovation center in Dallas and led a metrics subcommittee. Her measurement expertise complements her experience in providing technical assistance, training, and leadership coaching on strategic planning, performance measurement, monitoring and evaluation, and Return on Investment (ROI) methodology. In her current consulting and coaching practice, Measured Transitions LLC, Dr. Oleksiw works with clients and partners in co-creating systems to assess performance and program outcomes.

Program Description

Return on Investment for Coaching has gained visibility in the world of coaching over the past several years. Do you seeking a clearer understanding of what ROI is and why you might need to be incorporating it into your coaching practice? Business coaches may be leading the charge on this, but all coaches can find value in this method of organizing metrics related to new awareness and behavioral outcomes of your clients. In February, join Dr. Catherine Oleksiw, to learn the basics of ROI and how to begin to walk the talk of this evaluation framework.

Program Outcomes

Participants will learn:

  • The importance of the business perspective in the ROI model
  • The value of ROI for you and for your client
  • The ROI definition and formula
  • The key questions related to the ROI model
  • The key outcomes to consider in the ROI of your coaching program

CCEUs for this Program: 1 Resource Development

February 9 Workshop

Building Your Case for Coaching ROI
By Catherine A. Oleksiw, PhD, PCC

1:30 to 3:30 PM
(Immediately following the luncheon program)

Workshop Price: $69.00

Join us after our February 9 luncheon, as Dr. Catherine Oleksiw builds on the introduction to ROI presented at the luncheon program.

Workshop Description

This workshop will provide participants with a deeper dive into the layers of the ROI model. “Believe me, calculating the ROI metric itself is the easiest step in the model,” Dr. Catherine Oleksiw will tell you. The challenge is in designing your ROI study with valid and reliable metrics for the essential elements of your coaching programs.

Jump into the complex world of ROI with Dr. Catherine Oleksiw and walk away with more confidence in how you think about accountability and impact of your coaching programs.

Workshop Outcomes

Participants will learn:

  • How to set the stage for assessing your coaching (and training) programs
  • The benefits of conducting an ROI study and how to communicate that to your client
  • How to explain to the client the ROI definition and formula
  • How to prepare for your ROI study

CCEUs for this Workshop: 2 Resource Development

January Event

Using Assessments: the Know-How You Need
to Effectively Coach Your Clients
By Ron D. Elliott, PhD
Our January 12 luncheon program features Ron D. Elliott, PhD. Dr. Elliott is a psychologist with more than forty years of experience in executive coaching, career management, executive assessment, and management consulting. He has worked with multinational corporations from consumer products, finance, communications, high-tech, transportation, energy, and strategic consulting business sectors. His coaching experience ranges from the boardroom to the ranks of middle management. Ron has consulted with executive teams for engagements ranging from six months to two years or more, depending on the complexity and reach of the challenges being addressed. Ron was a charter faculty member of the innovative two-year coaching certification program offered through the executive education division of the School of Management at the University of Texas at Dallas. He is the former southwest region chair for the Association for Psychological Type (APT). Ron received his PhD in clinical psychology from Indiana University in Bloomington, Indiana. He earned a master’s degree from Indiana University, specializing in psychometrics, and a bachelor’s degree in psychology from Manchester College. He completed his clinical psychology internship at Walter Reed General Hospital in Washington, DC. Ron resides in the Dallas/Fort Worth metroplex.
Program Description

As a coach, are you curious about how to best use assessments in your practice? What are the best ones to use? Fortunately, we have a local expert who is primed to give you answers to these burning questions: Dr. Ron Elliott, a psychologist with more than forty years of experience in executive coaching, career management, executive assessment, and management consulting. He will be speaking to us in January on the importance of assessments, how to incorporate them into a coaching practice or program, the pitfalls to avoid, and which ones are best for individual clients or situations. Come sit at the knee of a recognized authority in the coaching field as he shares his knowledge and expertise.

Program Outcomes

Participants will learn:
  • The value of assessments as part of the coaching process
  • What the use of assessments can help reveal irrespective of the client’s results
  • Principles for delivering assessment feedback
  • The different classes of assessments, and their applications
  • Best practices in using assessments

CCEUs for this Program: 1 Core Competency