WHAT:

Join your EO colleagues in this new virtual course designed to strip back the layers of your business, dive into your financial setbacks and revitalise what seems lost. Greg Crabtree and Alan Miltz, leading finance experts, will direct you through a series of on-demand modules focusing on profitability, cash flow and funding. In this EO-exclusive offering you’ll have the opportunity to assess your actual finances with the information learned.

In this one-of-a-kind session, you can expect live Q&A from the experts as well as weekly coaching small groups with other EO members and key staff. Members with key finance staff (Finance Directors/CFO) are invited to attend jointly with only one registration!

WHERE: EO Learning Platform and Zoom

WHEN: Revitalising your Finances will take place 22 June – 9 July 2020.

WHO: Revitalising your Finances is open to EO members and one of your finance staff (finance director/CFO). The capacity is limited to 200 participants.

HOW MUCH: The registration fee is US$1250 for you and your FD/CFO. The EO member must be in good standing at the time of the event. If member status changes between the time of registration and the start of the event, the cancellation policy applies.

HOW TO REGISTER: Registration begins 3 June 2020 at 12pm EST. To register, you must proceed to the event website here.

Frequently Asked Questions: 

Q. What is included in the registration fee?

A. All educational sessions and materials, three coaching sessions with you, your FD/CFO and no more than 15 members assigned to each accountability group.

Q. Can I use my Global Event Voucher?

A. Absolutely! Members who joined EO on or after 1 April 2017 are eligible to use their global event voucher for the Revitalising your Finances program. To apply the global event voucher to your registration fees, check “yes” during registration. The US$500 will automatically be deducted from your balance.

Q. Will I be able to keep or have access to the training material after the course is completed?

A. Yes, you will be able to have access to the training modules and material after the course is completed. Your coaching sessions will not be recorded due to confidentiality.

Q. Will I be staying at a hotel?

A. No, this course is strictly online via the EO Learning Platform and Zoom.

Q. Since my finance director is joining the program, do I have to attend as well?

A. Yes. The items discussed need the understanding of the member in order to be the most effective.

Q. Is there an extra fee if my finance director attends the program with me?

A. No, there is no extra fee. It is a one-time payment of USD $1250 for you and your FD/CFO.

Q. Is it mandatory for my FD/CFO to attend?

A. No, it’s not mandatory. It is up to you if you’d like your FD/CFO to attend.

Q. What is the format of the Revitalising your Finances program?

A. It is a virtual 3-week course. The first module of online on-demand training will be available starting 22 June. Live Q&A sessions will be available each week where you can ask Greg Crabtree and Alan Miltz any questions you may have. You will also have a weekly  zoom session every Thursday with a coach and no more than 15 members assigned to each accountability group. The times for the live Q&A and coaching sessions will be dependent on your time zone. Once you register, you will be sent a link to choose your coach and time for the coaching sessions.

Q. What is the agenda?

A. See table below:

Revitalising your Finances Schedule:

Q. Why are some of the times listed as TBD?

A. Each coach will choose a suitable time for accountability groups for each Thursday that are time zone appropriate. A link will be sent to you after you register so you can choose the coach and time for the coaching sessions that fits you.

Q. I understand there’s on demand learning and live interactive learning in my small groups. How do I know when my small group will meet?

Each coach will choose a suitable time for accountability groups for each Thursday that are time zone appropriate. A link will be sent to you after you register so you can choose the coach and time for the coaching sessions that fits you.

Q. What is required of me prior to the weekly coaching sessions? 

A. You must watch each Module and complete the exercise prior to the coaching sessions.

Q. Will I receive a certificate of completion?

A. Yes, we will email you after you complete the course.

Q. What is the Cancellation Policy?

A. See table below:

Q. How do I cancel my registration?

A. All cancellations must be communicated in writing and are processed according to the date they are received at EO headquarters. All refunds at the time of the cancellation will be based upon the above policy.

Q. If I can only attend a portion of the event, can I pay a discounted rate?

A. No discount will be given to any member attending a portion of the event.

Q. If I register but don’t attend, can I receive a refund?

A. If a member fails to attend the event, it is considered a cancellation and no refund will be administered.

Q. Are there any exceptions to the cancellation policy?

A. Exceptions to the cancellation policy are only granted in the case of a death in the immediate family (spouse or partner, children, parents, siblings) or for an emergency medical situation involving the member, spouse or partner, or legal dependent. The member must provide written documentation from a doctor certifying that the member has a medical emergency that bars travel. All exceptions are subject to review by the Executive Education Subcommittee and will have to be approved prior to the release of refunds less the US$100 non-refundable processing fee per person. No exceptions will be made for other personal or business reasons. All written documentation and supporting documents must be received by 1 week after the event referenced to be considered for refund.

Q. Can I transfer my spot to another EO member in good standing if I cannot attend?

A. Sure! A cancelling attendee can transfer his/her spot to another EO member in good standing. The cancelling member and the replacing member can choose to facilitate the monetary exchange themselves to avoid transaction fees. EO will transfer the registration once notification has been received from the selling member and a registration form has been received by the purchasing member. If the cancelling attendee chooses not to transfer funds directly with the replacing member, EO will facilitate the transfer and refund the money, less a US$100 transaction fee. The replacing member should contact [email protected] to register and send payment information.

Q. Can I sign up on the waitlist if the program is sold out?

A. Of course! The link to the waitlist is made visible automatically once all the seats are taken and can be found on the event website here.

Q. I’ve registered for Revitalising your Finances. What’s next?

A. Congratulations! We’re excited you’re a part of the RYF program! You may expect to hear from a member of the learning team within 48 hours regarding further details of the program.

Still have questions? Contact [email protected]