NAPO-SFBA 2015 Regional Conference: Full Schedule

10:00am PST

Headshot Photo Shoot

Pre-registration is required.

Clayton J. Mitchell Photography will be providing attendees with one touched up headshot.

Friday November 6, 2015 10:00am - 12:00pm PST
Hilton Concord Lobby

Pre-Registration Required

1:00pm PST

Pre-Conference Workshop: From Prospect to Lifelong Client - Turning Visitors into Fans, and Fans into Clients

Pre-registration required.

Marketing works when it feels natural. Blog lurkers, newsletter subscribers, hot prospects, clients, and past clients each need something different from you. Enchant them at any stop along their path to order, as you effortlessly guide them to "I can't wait to start!"

This 3 hour session, uniquely tailored to professional organizers of all experience levels will teach you:

1. How to build fans through newsletters, public speaking, "light" blogging, and more.
2. How to use assessments to encourage visitors to interact on your site.
3. How to use intro sessions to sign-on 80% of prospects you (get paid to) meet.
4. How to secure prospects' interest after they commit (and before the first payment).
5. When to use gifts to reconnect with past clients.

Organizers improve lives. We have so many opportunities to do this outside of the in-person paid interaction. With that as the ultimate goal though, meaningful relationships must start long before someone becomes a client (and continue after we say "bye for now"). Learn how to build relationships and shine a spotlight on your business, resulting in getting found and hired by your ideal clients.

Speakers

Kacy Paide

Office Organizing Consultant, The Inspired Office

Organizing is the only career Kacy Paide of The Inspired Office has ever known. She started her organizing business and joined NAPO in 2001, fresh out of college. In 2008 she took some advice to find her passion, leading her to specialize in offices and paper - much needed in... Read More →

NAPO SFBA Nov. 2015 Workshop Handout Paide pdf

Friday November 6, 2015 1:00pm - 4:00pm PST
Seminar Room 4

Pre-Conference Workshop Pre-Registration Required

5:00pm PST

Welcome Reception

Join your fellow NAPO-SFBA Regional Conference attendees at the Welcome Reception. Spend your first evening in Concord enjoying appetizers, drinks, and conversing with colleagues.

Friday November 6, 2015 5:00pm - 6:30pm PST
Courtyard (Weather Permitting)

Networking

7:00pm PST

Dine-Arounds

Sign-up sheets will be available at during the Welcome Reception. Dine-Arounds are dutch treat and transportation is on your own. We like to highlight local owned restaurants.

Here is our line-up of restaurants:
Didar Restaurant - http://www.didarrestaurant.com/
La Sen Bistro - http://www.lasenbistro.com
Fiore Ristorante - http://www.restaurantfiore.com
Plate & Vine (in the Hilton) - http://plateandvinerestaurant.com

Friday November 6, 2015 7:00pm - 9:00pm PST
TBA

Networking

7:30am PST

Registration Desk Open

Saturday November 7, 2015 7:30am - 4:30pm PST
Hilton Concord Lobby

8:30am PST

Continental Breakfast in the Expo Hall

Saturday November 7, 2015 8:30am - 9:30am PST
Sales Hall/Golden Gate Foyer

Break

9:30am PST

Keynote Presentation: Work Life Efficiency, and the Tools that (Sometimes) Make it Happen

Digital Lifestyle Expert Carley Knobloch knows what it’s like to juggle family, career and the quest for fulfillment. As a regular contributor for the Today Show, CNN, and HGTV, she helps simplify the complicated world of technology, yet her path to success has been full of tangles. Sharing tips on everything from staying connected to the kids while traveling, to getting your name out there in the media, Carley will spill all her secrets to leading a balanced(ish) life. Of course, she’ll share an app or two that she can’t live (or work) without.

Speakers

Carley Knobloch

Digital Lifestyle Expert

Carley Knobloch is a digital lifestyle expert, on a mission to help people improve their relationship with technology one swipe at a time. She’s a regular contribute on the Today Show and CNN and the smart home expert for HGTV, where she helps audiences make sense of emerging... Read More →

unglamorous knobloch2 pdf

Saturday November 7, 2015 9:30am - 10:30am PST
Golden Gate CDE

Keynote Presentation

10:30am PST

Coffee Break in the Exhibit Hall

Saturday November 7, 2015 10:30am - 11:00am PST
Sales Hall/Golden Gate Foyer

Break

11:00am PST

How to Run Your Business with Cloud-Based Tools

Are you confused and confounded by the plethora of apps? Have you tried some only to come away even more bewildered? Or are you already using some apps, and want to deepen your understanding? In this session, we delve into cloud-based tools to help you and your clients get things done and focus on growing your business. Get familiar with the pros and cons of cloud-based tools and specific apps for scheduling, document storage, reference library, task and project management. Learn the differences between Dropbox, Box and Google Drive. Understand how Evernote works and how best to use it for yourself and your clients. Prepare for the pitfalls that come with cloud apps. Learn the one question to ask when considering any app.

Speakers

Gabrielle Fishman

Certified Consultant, Evernote Business

Gabrielle Fishman, CPO®, Evernote Business Certified Consultant, has been applying technology to make individuals and businesses work better since she first discovered mail merge in the late 80s. Today she creates effective workflows to integrate the right technology for the job... Read More →

essential web apps pdf

Saturday November 7, 2015 11:00am - 12:15pm PST
Chavot Room

Breakout Session

11:00am PST

The Unforgettable Paper Organizing (and Self Discovery) System

Paper clutter is the number one reason people seek out our help as professional organizers. When I saw that most of my clients thought the only answer to their paper clutter was “filing” or going “paperless” I developed this system to help them think differently about paper. What if your clients had a simple, memorable and proven system for quickly addressing every piece of paper that comes across their desks? What if they knew immediately what to keep and what to safely toss? This presentation will introduce you to the ACT™ Method. When set up and practiced with your own clients they learn to successfully manage and organize their paper clutter, get more done and discover what is truly worth their time (and what isn’t).

Speakers

Lis McKinley

The Unforgettable Paper Organizing System NAPO SFBA Reg Conference pdf

Saturday November 7, 2015 11:00am - 12:15pm PST
Tilden Room

Breakout Session

11:00am PST

Why You Should Love Digital Marketing

Does your website and online presence accurately reflect your personality and quality of service? We will cover basic website strategies to represent the organizer's brand image, how that brand image is communicated across social media channels and online directories (including yelp), and finally review paid lead generation strategies, tactics, and analysis to drive new potential customers to the website. If your online presence looks a bit like the junk drawer, let's organize it.

Speakers

Michelle Tresemer

Owner, Tresmer Group

Michelle Tresemer is the owner of Tresemer Group, a Seattle-based marketing agency. She offers her clients over 10 years of experience in digital marketing, analytics, and search engine optimization (SEO) with clients ranging from professional services (like organizers) to healthcare... Read More →

Kevin Tresemer

Director of Accounts, Tresmer Group

Kevin Tresemer is the Director of Accounts for Tresemer Group. He uses over eight years of information systems and business intelligence experience to manage projects and identify tailored solutions that accomplish client objectives.

NAPO Presentation Agenda pdf

Saturday November 7, 2015 11:00am - 12:15pm PST
Baldwin Room

Breakout Session

12:15pm PST

Networking Luncheon

Saturday November 7, 2015 12:15pm - 1:15pm PST
Golden Gate CDE

Networking

1:15pm PST

Creating Professional Partnerships That Will Work For Your Business

Professional partnerships will enhance your business and help you grow! During this session we will spend time brainstorming the professional partnerships you need to create for your specific organizing niche, discuss the food chain of partnerships and where you might fit in, discover how to know if a professional partnership is working for your business or not, and my top 5 rules to live by!

Speakers

Amanda Kuzak

Kuzak's Closet, CEO

Amanda Kuzak founded Kuzak’s Closet ten years ago in her native Michigan, discovering her passion and gift for organizing. Since moving to the Peninsula in 2009, Amanda, along with her growing team of experts, has managed over 500 projects in less than 5 years, from organizing... Read More →

Professional Partnerships NAPO SFBA Presentation pdf

Saturday November 7, 2015 1:15pm - 2:30pm PST
Baldwin Room

Breakout Session

1:15pm PST

Kick Procrastination to the Curb: Strategies to Get Your Clients Unstuck and Started!

In this workshop, Leslie will explain the different reasons why our clients procrastinate and how “mood” is one of the leading causes of procrastination. She will explain the difference between a functional and dysfunctional procrastinator; and how techniques like “time traveling” and “batching and focusing” can help a client get unstuck and started. She will provide you with real innovative and out-of-the box tips, tools and techniques to help your clients overcome these challenges. Using examples from real case histories (both adults and students), she will also share solutions and strategies to help your clients initiate and sustain effort. She will also dive deep into how our clients’ home and work environments play a HUGE role in how they get “stuff” done.

Speakers

Leslie Josel

Founder, Order Out of Chaos

Leslie Josel-Principal, Order Out of ChaosLeslie Josel, an ADHD-academic and parenting coach, is an award-winning entrepreneur, having founded Order Out of Chaos – a virtual company whose mission is to help parents guide their students to success in learning and in life - when her... Read More →

NAPO SFBA Procrastination workshop handout pdf

Saturday November 7, 2015 1:15pm - 2:30pm PST
Tilden Room

Breakout Session

1:15pm PST

Virtual Organizing: Organize Anyone, Anytime, Anywhere!

Virtual organizing is a growing trend in our industry. It allows you to expand your client base beyond your local area and increase your earning potential. Certified professional organizer® and virtual organizing pioneer, Sarah Buckwalter will teach you everything you need to know to become a virtual organizer. In this engaging presentation, Sarah will offer strategies based on her own success with virtual organizing. You will learn the systems, tools and technology you’ll need to develop virtual organizing services. Sarah will also provide you with a step-by-step process for working with clients virtually, so you can organize anyone, anytime, anywhere!

Speakers

Sarah Buckwalter

Founder, Organizing Boston

Sarah Buckwalter is a Certified Professional Organizer with over 15 years of experience as a Professional Organizer. In 2000, she founded Organizing Boston, which she has grown into the largest professional organizing business in New England. In 2014 Organizing Boston received the... Read More →

Virtual Organizing Handout pdf

Saturday November 7, 2015 1:15pm - 2:30pm PST
Chavot Room

Breakout Session

2:30pm PST

Coffee Break in the Exhibit Hall

Saturday November 7, 2015 2:30pm - 3:00pm PST
Sales Hall/Golden Gate Foyer

Break

3:00pm PST

Evernote Panel

Hear how four Evernote Business Certified Consultants use Evernote. The panel will share case studies implementing Evernote for a variety of clients. While this session isn't a training on the ins and outs of Evernote, you'll have the opportunity to ask questions and learn some tips and tricks. Get inspired with real-life examples!

Moderators

Josh Zerkel

Josh Zerkel is Evernote’s Director of Worldwide Account Management and Training, and is responsible for the team that helps people learn how to use Evernote at work. He's also an inaugural Certified Professional Organizer®.Josh is the author of the books "Evernote @ Work" a... Read More →

Speakers

Gabrielle Fishman

Certified Consultant, Evernote Business

Connie Johnson

Owner, Routine Matters

Connie Johnson, CPO®, EBCC and QuickBooks Pro Advisor is the owner of Routine Matters, based in San Francisco. She cut her tech-teeth on Lotus 1-2-3 when she happily transitioned away from manual spreadsheets to manage her SF restaurants. She now works primarily as a financial organizer... Read More →

Kimberly Purcell

Owner, Amethyst Productivity

Kimberly Purcell, Evernote Bus. Cert. Consultant, is the owner of Amethyst Productivity in Folsom. She works primarily with Professional Organizers to help them to use a wide variety of technologies, and especially Evernote, to improve their businesses.

Heather Walker

Chief Organizer, Functional Spaces Organizing

Heather Walker, MBA, EBCC, teaches entrepreneurs to solve common business problems by leveraging the tools of Evernote. Heather’s professional tech training career began when Microsoft rolled out its first version of Office - and she’s been teaching people to use tech tools... Read More →

Saturday November 7, 2015 3:00pm - 4:15pm PST
Baldwin Room

Breakout Session

3:00pm PST

Not All Clients are Created Equal: A tool to Help Organizers Overcome the Challenges

In this fun and interactive workshop participants quickly learn the 4 main personalities & communication style a common ground for communication between client and organizer. In a very short time, participants begin to understand their own personality and communication styles. This understanding provides the framework for applying what has been learned to improve communication with your clients and others, as well as increasing understanding of how each person’s organizing styles are different. We then learn what tools and what process will help each individual client as each client is different, tools we put in place for one client will not work for all clients.

Speakers

Lisa Gessert

Owner, Organizing.buzz

Lisa Gessert has been organizing since 1999. She specializes in home offices and corporate offices as well as hosting workshops on time management space management and email etiquette. Having built a reputation of excellence on time and space management Lisa is in demand by individual... Read More →

Communicating More Effectively Using Temperament pdf

What NOT to say and do pdf

Not All Clients are Created Equal Handouts pdf

Coaching Your Clients to Success docx

Saturday November 7, 2015 3:00pm - 4:15pm PST
Chavot Room

Breakout Session