EVENTS

Umbrex organizes professional development events, social events, and online events to connect our members with one another.

Upcoming Events

May
7
2021

Crafting a memorable fishing line – led by David A. Fields

Consultants want to be memorable.

And yet so many of us have a hard time saying clearly what we do, and we end up with “I do strategyoperationsmarketingduediligence for pharmafinancialservicestechandcpg.” It sounds like mush and is forgotten before we even finish speaking.

The cure is a carefully honed fishing line.

May
12
2021

Virtual Meetup for Women – Virtual Events: What’s Working

May
28
2021

Current job market for consultants – led by Chad Oakley

Chad Oakley is the CEO of Charles Aris Executive Search. Charles Aris is one of the top search firms in the U.S. focused on recruiting former consultants. Their annual survey on compensation earned by former consultants is available on their website:
https://charlesaris.com/strategy-compensation-studies/

Chad will discuss the current job market for consultants and answer our questions.

June
9
2021

Virtual Meetup for Women – Temporary vs Permanent: How has COVID Impacted your Practice

July
14
2021

Virtual Meetup for Women – Content Distribution: Maximizing your thought leadership

August
11
2021

Virtual Meetup for Women – Lead Generation for Independent Consultants

September
8
2021

Virtual Meetup for Women – Writing and Selling a Book

October
13
2021

Virtual Meetup for Women – What’s your Digital Footprint?

Past Events

April
16
2021

B2B Pricing Masterclass – led by Ian Tidswell

Ian Tidswell is an expert on pricing. The former Head of Pricing at Syngenta and a McKinsey alum, Ian’s consulting practice focuses on serving B2B clients on the topic of pricing.

April
14
2021

Virtual Meetup for Women – Negotiating Successfully as a Woman with Kathryn Valentine

April
9
2021

Public Relations for Consultants – led by Annie Scranton

Annie Scranton, Founder of Pace Public Relations, will discuss how independent consultants and boutique consulting firms can make effective use of PR.

Learn more about Annie at: https://www.pacepublicrelations.com/team/annie-scranton

March
17
2021

Virtual Meetup for Women – Troubleshooting – Evening

Please come prepared to get help and give support to the community to troubleshoot any areas in your practices.
March
10
2021

Virtual Meetup for Women – Troubleshooting

Please come prepared to get help and give support to the community to troubleshoot any areas in your practices.
March
4
2021

Making your LinkedIn profile client-ready

The first website most clients check before meeting with you is generally not your firm’s website, but your LinkedIn profile.  And yet many consultants have not made their profiles client-ready.

In this discussion, Will Bachman will share a checklist for enhancing your LinkedIn profile, based on his experience viewing profiles of more than 5,000 consultants.  This will be an interactive session in which Bachman will critique live the profiles of 3-4 volunteers.

February
17
2021

Virtual Meetup for Women – Part Time Consulting – Evening

Connect, share, and learn online with other top tier independent management consultants.

February
11
2021

Understanding the six ways we respond to others – led by Ravi Rao

There are six human responses to the words/actions/situation of others. Build YOUR portfolio of interpersonal tools to assess and deliver what the other person is needing in that particular moment.

February
10
2021

Virtual Meetup for Women – Part Time Consulting

Connect, share, and learn online with other top tier independent management consultants

January
20
2020

Virtual Meetup for Women – Annual Goal Setting – PM

Connect, share, and learn online with other top tier independent management consultants.

January
13
2020

Virtual Meetup for Women – Annual Goal Setting

Connect, share, and learn online with other top tier independent management consultants.

December
16
2020

Virtual Meetup for Women – Wrapping up the Year- PM

Connect, share, and learn online with other top tier independent management consultants.

December
9
2020

Virtual Meetup for Women – Wrapping up the Year

Connect, share, and learn online with other top tier independent management consultants.

November
18
2020

Virtual Meetup for Women – Working with creative writers – PM

Connect, share, and learn online with other top tier independent management consultants.

November
11
2020

Virtual Meetup for Women – Working with creative writers

Connect, share, and learn online with other top tier independent management consultants.

November
6
2020

ENVISION: How to Brand Your Practice – led by Susan Meier

In this 1-hour webinar, brand strategist Susan Hamilton Meier will show you how to forge a powerful brand that attracts profitable, loyal clients and moves your businesses forward: a brand that’s true to who you are, relevant to your target clients, and differentiated from your competition.

October
21
2020

Virtual Meetup for Women – Using research service firms – PM

Connect, share, and learn online with other top tier independent management consultants.

October
16
2020

Marketing Practice Meeting

Members who do at least 50% of their work on marketing projects are welcome to register.

Agenda: We’ll do rapid fire introductions (30 seconds each) and then go to breakout sessions. Plan is to do 3 breakout sessions of 15 minutes each.

October
14
2020

Virtual Meetup for Women – Using research service firms

Connect, share, and learn online with other top tier independent management consultants.

October
9
2020

Financial Institutions Practice Meeting

Members who do at least 50% of their work serving financial institutions are welcome to register.

Agenda: We’ll do rapid fire introductions (30 seconds each) and then go to breakout sessions. Plan is to do 3 breakout sessions of 15 minutes each.

October
2
2020

Productivity Lessons from Building a Second Brain – led by Will Bachman

I’m taking Tiago Forte’s course Building a Second Brain from August 31 – September 30.

On October 2, I’ll share my key productivity takeaways from the course.

The next cohort of Building A Second Brain starts in Spring 2021 and if you’d like to get on the mailing list, sign up here: https://www.buildingasecondbrain.com/

– Will Bachman

September
24
2020

Tips from an executive voice coach, McKinsey alum Melanie Espeland

Seduce by Voice: Executive Voice Coaching Tips to Immediately Impress 

Learn actionable tips to immediately improve your voice and executive presence.  This session is led by Melanie Espeland, Founder of Espeland Enterprises.  She’s a leader in Executive Voice Coaching with clients from leading corporations such as Facebook and Morgan Stanely.
September
24
2020

How to start your own consulting practice – led by Will Bachman

This talk is sponsored by the San Francisco Bay Area Kellogg Alumni Club

Increasing numbers of professionals are deciding to leave full-time employment to set up their own consulting practice – and even more professionals are considering such a move, but aren’t sure how to make the leap.

This program answers the most common questions professionals have and provides an overview of all the practical factors involved in starting your own practice

September
16
2020

Virtual Meetup for Women – Website clinic

Connect, share, and learn online with other top tier independent management consultants.

September
9
2020

Virtual Meetup for Women – Website clinic

Connect, share, and learn online with other top tier independent management consultants.

August
19
2020

Virtual Meetup for Women – Learning and Professional Development

Connect, share, and learn online with other top tier independent management consultants.

August
12
2020

Virtual Meetup for Women – Learning and Professional Development

Connect, share, and learn online with other top tier independent management consultants.

July
15
2020

Virtual Meetup for Women – Leveraging Existing Clients

Connect, share, and learn online with other top tier independent management consultants.

July
8
2020

Virtual Meetup for Women – Leveraging Existing Clients

Connect, share, and learn online with other top tier independent management consultants.

June
26
2020

Umbrex Presents: Srikumar Rao on how to stay resilient in challenging times

Connect, share, and learn online with other top tier independent management consultants.

June
18
2020

Umbrex Learning Webinar – LinkedIn Profile Review

Connect, share, and learn online with other top tier independent management consultants.

June
16
2020

Umbrex Webinar – How Independent Consultants Can Help Their Clients and Themselves Adapt and Plan for COVID (Member hosted)

Connect, share, and learn online with other top tier independent management consultants.

June
11
2020

Umbrex Learning Webinar – How to write a consulting proposal

Connect, share, and learn online with other top tier independent management consultants.

June
10
2020

Virtual Meetup for Women – Procurement lessons

Connect, share, and learn online with other top tier independent management consultants.

May
15
2020

Umbrex Webinar – Build your consulting website in one day (Member hosted)

Connect, share, and learn online with other top tier independent management consultants.

May
14
2020

Learning Webinar – Useful Technology Tools For Your Practice

Connect, share, and learn online with other top tier independent management consultants.

May
13
2020

Virtual Meetup for Women – Using Virtual Assistants

Connect, share, and learn online with other top tier independent management consultants.

April
23
2020

Umbrex Webinar – How to Price Innovative Products (Member hosted)

Connect, share, and learn online with other top tier independent management consultants.

April
21
2020

Umbrex Webinar – Running a successful virtual conference (Member hosted)

Connect, share, and learn online with other top tier independent management consultants.

April
16
2020

Learning Webinar – Best practices for working with Staffing Firms

Connect, share, and learn online with other top tier independent management consultants.

April
14
2020

Umbrex Webinar – The 5 types of content every consultant needs (Member hosted)

Connect, share, and learn online with other top tier independent management consultants.

April
8
2020

Virtual Meetup for Women – Project Management Tools

Connect, share, and learn online with other top tier independent management consultants.

April
3
2020

Umbrex Webinar – Pharmaceutical quality remediation (Member hosted)

Connect, share, and learn online with other top tier independent management consultants.

March
31
2020

Umbrex Webinar – Managing big data on consulting projects (Member hosted)

Connect, share, and learn online with other top tier independent management consultants.

March
11
2020

Virtual Meetup for Women – Getting Client Feedback

Connect, share, and learn online with other top tier independent management consultants.

March
5
2020

Learning Webinar – Setting up a CRM system

Connect, share, and learn online with other top tier independent management consultants.

February
27
2020

Spring Umbrex Atlanta Mixer

Meet and re-connect with other top tier independent management consultants in your area.

February
12
2020

Virtual Meetup for Women – Conferences, Events & Other Business Development Opportunities

Connect, share, and learn online with other top tier independent management consultants.

February
6
2020

Learning Webinar – LinkedIn Clinic

Connect, share, and learn online with other top tier independent management consultants.

January
8
2020

Virtual Meetup for Women – New year’s business goals

Connect, share, and learn online with other top tier independent management consultants.

December
11
2019

Virtual Meetup for Women – End of year assessments

Connect, share, and learn online with other top tier independent management consultants.

November
13
2019

Virtual Meetup for Women – Getting certified (Women and Minority Business Enterprises, other valuable cert’s)

Connect, share, and learn online with other top tier independent management consultants.

November
7
2019

Fall Umbrex Boston Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
24
2019

Fall Umbrex New York Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
24
2019

Fall Umbrex Los Angeles Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
24
2019

Fall Umbrex San Francisco Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
24
2019

Fall Umbrex Atlanta Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
24
2019

Fall Umbrex Chicago Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
24
2019

Fall Umbrex DC Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
22
2019

Fall Umbrex Munich Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
21
2019

Fall Umbrex Berlin Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
20
2019

Fall Umbrex London Brunch

Meet and re-connect with other top tier independent management consultants in your area.

October
17 - 18
2019

Top Tier Amsterdam 2019

Forge new relationships over a day and a half with 25-40 other top-tier independent management consultants. Highly interactive sessions focused on practical, relevant skills. Swap lessons learned and market insights with your peers, find opportunities to collaborate.

October
17
2019

Fall Umbrex Silicon Valley Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
11
2019

Fall Umbrex Dallas Mixer

Meet and re-connect with other top tier independent management consultants in your area.

October
9
2019

Virtual Meetup for Women – Pro Bono / Low Bono

Connect, share, and learn online with other top tier independent management consultants.

October
3
2019

Fall Umbrex Toronto Mixer

Meet and re-connect with other top tier independent management consultants in your area.

June
6 - 7
2019

Top Tier New York 2019

Forge new relationships over a day and a half with 25-40 other top-tier independent management consultants. Highly interactive sessions focused on practical, relevant skills. Swap lessons learned and market insights with your peers, find opportunities to collaborate.

February
7 - 8
2019

Top Tier San Francisco 2019

Forge new relationships over a day and a half with 25-40 other top-tier independent management consultants. Highly interactive sessions focused on practical, relevant skills. Swap lessons learned and market insights with your peers, find opportunities to collaborate.

October
4 – 5
2018

Top Tier London 2018

Forge new relationships over a day and a half with 25-40 other top-tier independent management consultants. Highly interactive sessions focused on practical, relevant skills. Swap lessons learned and market insights with your peers, find opportunities to collaborate.

June
7 – 8
2018

Top Tier New York 2018

Forge new relationships over a day and a half with 25-40 other top-tier independent management consultants. Highly interactive sessions focused on practical, relevant skills. Swap lessons learned and market insights with your peers, find opportunities to collaborate.

February
15 – 16
2018

Top Tier Salt Lake City 2018

Forge new relationships over a day and a half with 25-40 other top-tier independent management consultants. Highly interactive sessions focused on practical, relevant skills. Swap lessons learned and market insights with your peers, find opportunities to collaborate.

Events are invitation only and require a password. Request an invitation.

Professional Development Events

Forge new relationships over a day and a half with 25-40 other top-tier independent management consultants from across the continent.
Highly interactive sessions focused on practical, relevant skills.
Swap lessons learned and market insights with your peers, find opportunities to collaborate.

Social Events

Catch up with friends and form new relationships with other top tier independent management consultants in your area.