Base Price: FREE
We're delighted you could join us at The Fairmont Chicago for the NASMM 2024 Annual Conference September 26-29, 2024.
While you've already shared your evaluation and thoughts about specific presenters, we'd love to hear what your overall impressions were of the conference.
Just click on the "test" to submit your text comments.
We read every single comment and we'll use these evaluations to make future NASMM conferences even better!
*** We're so interested in learning your overall perceptions of the NASMM 2024 Annual Conference, you will receive 1.0 credit hour for completing the NASMM 2024 Overall Evaluation in your own words. Please write as little or as much as you choose. Thank you! ***
Join us and follow along as we explore a day-in-the-life of a successful move manager, with a realistic and detailed look at the tasks, responsibilities, and challenges of the move manager role in a growing company.
A day-in-the-life perspective is a valuable tool for learning & growth! Here are just some of the places we’ll navigate together: Learn about landing that all-important initial call; how to effectively navigate the home visit & effortlessly gather useful information; accurately assess requirements and tips for supply decisions; assigning personnel time/placement for best results; explore scope creep and change in scope challenges; effectively communicating with your client and families, and discussing interstate move considerations.
Understand the importance of consistent procedures for optimal client outcomes
Discover ways to streamline operations for employee satisfaction & bottom line benefits
Learn to communicate efficiently & effectively with clients, families, team members & community partners
Hear how one successful company executes a move management job from start to finish, and everything in between
Kaye Ginsberg is the founder and owner of Peace of Mind Transitions serving the Atlanta, GA metro area. Kaye is a graduate of the University of Kansas with a BS in Journalism. Kaye’s early career was spent in advertising and publishing, including as marketing director of Conde Nast Traveler Magazine. Kaye decided to start a SMM company after experiencing a senior move with her own mother and appreciating all the help she received as a client of a Senior Move Manager. Kaye is SMM-Certified and is a NASMM @Home Specialist. Peace of Mind Transitions earned NASMM A+ Accreditation after just 4 years in business.
Brandi Sutley currently serves as the Director of Client Services for Peace of Mind Transitions. Brandi joined Peace of Mind Transitions as a project manager after 25+ years working with Fortune 500 companies and major professional sports teams and entertainment properties. Brandi has worked closely with more than 300 move management clients and holds her SMM-C certification. As part of the Peace of Mind Transitions management team, Brandi supervises project managers, team leads, and in-house designers. Brandi continues to meet with prospective clients as well, which provides her with a 360° view of the entire move management process.
Christina Morana joined Peace of Mind Transitions in 2021 and has held various roles within the company before becoming Project Manager. Over the past three years, Christina has assisted more than 200 clients and is working toward her SMM-C Certification.
Faculty: Kaye Ginsberg, Christina Moran, and Brandi Sutley, Peace of Mind Transitions, Atlanta, GA
NOTE: This pre-conference workshop is best suited for move managers with 0-3 years of experience. All levels of experience are welcome, but please know the content is essential/beginner information and guidance.
Set your north star! Are you the actual leader you want to be? We designed this dynamic workshop for current and aspiring executives, seeking to elevate your leadership skills in strategic planning, team building, and change management. We’ll navigate the complexities of leadership, find out what drives organizational success, and learn how to foster an environment of ongoing improvement and innovation. The exciting topics we’ll explore together include:
Strategic Planning for Executive Leaders
Learn the importance of setting a direction for you and your team to build the future you want.
Understand the essence of strategic planning in leadership and how this can set you apart in the most positive ways.
Learn how to drive the direction of your company for a productive, efficient and dynamic culture.
Create your specific vision, mission and values.
Building and Leading High-Performance Teams
Learn the foundations of team building and characteristics of high-performance teams.
Assess the key roles within your organization and understand if you are leveraging the talent of your team and cultivating a positive team culture.
Ensure your communication and collaboration is productive and results-oriented to foster high performance.
Mastering Change Management
Understand that change management is the key to growth in all organizations.
Learn strategies for effective change management.
Hear how an executive must lead through change to realize success.
Explore overcoming resistance to change, building momentum toward a common goal and executing to plan.
This seminar is a first of its kind for NASMM! It’s designed to be engaging and fluid, allowing the presenter and attendees to customize aspects of the curriculum together, based on the preferences and needs of registered participants. Kim McMahon will email a quick survey a few weeks prior to the conference to understand more about her pre-conference workshop participants & what they hope to learn during this session.
NOTE: This pre-conference workshop is limited to:
Company Owners Only (If a company owner wants a key team member to attend as well, please contact Mary Kay Buysse directly at marykay@nasmm.org)
The first fifty (50) registrants. We are intentionally limiting the number of workshop participants to optimize this unique experience for our workshop attendees.
Faculty
Kimberly McMahon is a leading authority in business strategy and home transition solutions. She is an expert in gaining and retaining customers by developing scalable, value-driven best practices, systems and processes designed to create the ultimate customer experience.
As co-founder of Let’s Move, LLC, Kim had the privilege of growing a team that brought downsizing and moving solutions to more than 7,000 individuals and families. As past president of the National Association of Senior & Specialty Move Managers (NASMM), Kim led the formation of the NASMM Ethics Compliance (NECC) Program and spearheaded the development of industry standards known as A+ Accreditation. She is an Accredited Staging Professional Certified Aging in Place Specialist.
In 2019, Let’s Move sold to WayForth. Kim held the position of Chief Operating Officer (COO) for nearly two years — increasing market share by over 20% while driving growth and profitability for the first time in the company’s history. Later, she assumed the role of Chief Strategy Officer where she and her team achieved corporate account development growth exceeding 43% in less than one year. She left WayForth in June 2022 and managed her own consulting company offering solutions to increase sales while positioning teams to capitalize on marketing opportunities. Kim is results-driven and works creatively with her clients to develop strategic plans across all business units positioning clients for predictable and sustainable growth.
Kim was recruited by Town and Country to spearhead its Move Management division. Her passion for cultivating enduring relationships, combined with relentless pursuit of operational excellence has made her a trusted advisor. Kim has a wealth of expertise and experience, with a proven track record in optimizing operational efficiencies that she continues to put to good use supporting Town and Country moving solutions.
Kim’s been featured in the New York Times, The Wall Street Journal, Baltimore Sun, Washingtonian Magazine and countless other local media outlets.
Faculty: Kimberly McMahon, Town & Country Movers & Move Management, Gaithersburg, MD
We are all storytellers. Storytelling spans all industries and disciplines and it's what makes us uniquely human. Storytelling is more than just telling stories, however. Our brains treat storytelling differently than any other form of narrative communication, so storytelling is often used to understand, persuade, and influence.
By embracing the storytelling skill set and mindset, move managers will enjoy more successful and rewarding relationships with clients, colleagues, family members, and even themselves.
The intimacy of your work as move managers naturally invites you to listen to your clients’ life stories. You hear stories. You share stories. Lots of them. Every day. Your ability to deftly weave between actively listening to your client’s stories and sharing your own vast library of stories is why storytelling is a move manager's superpower!
Join us as two major influencers in the move management space, Ellen Goodwin & Margit Novack, discuss the topic of Storytelling for Move Managers. Margit’s combined passion and decades of expertise through more effective, intentional storytelling brings meaningful change for those who experience it. As co-founder and Chief Solutions Officer of Artifcts, Ellen Goodwin has created a secure space to digitally curate and preserve the things and stories of our lives.
As a service profession, move management offers us daily human touchpoints and interactions. We're surrounded by influences, changes, and the need to adapt. The ability to connect with and understand one another creates a sense of community, belonging, and power. We'll discuss four (4) different topics over the course of this session. Join us for this “powerful” dialogue with your fellow attendees. We need to hear everyone’s voice!
Explore four (4) different topics of interest to all move managers
Engage in conversation that encourages both self-reflection & dialogue with fellow move managers
Hear new ways to approach, change, or solve our most daunting client issues
Learn about the evolving (and challenging!) senior housing market and what that means for you
1A Shifting Our Marketing Mindset for Boomers & Gen X
Explore the demographic shift in our primary client targets
Understand why this significant generational transfer requires us to reposition our overall marketing strategy
Find out the who, when, and where of marketing to these newest (& growing!) generations
Presenters: Allison Grebe Lee & Theresa Corcoran, Soft Landings for Seniors, Beaverton, OR
Identify the importance of thorough client discovery, staff alignment & client management
Understand the tools that allow you to exit without evoking feelings of abandonment
Identify the steps to take when “$h!+” hits the fan (which could happen at any point in the process)
Presenters: Erin DiCarlo & Lauren Watts, Dovetail Support Services, Wilmington, MA
Hear how to strategically optimize the available space in closets, drawers, cubbies & shelves to meet your clients’ unique physical, mental & sensory needs
Learn to cleverly use the client's furniture & belongings to create a safe & welcoming living space
Discover how to thoughtfully add visual and/or physical supports to address both the client's current (& future!) needs
Presenter: Cathy Rice, Senior Settlers, LLC, San Francisco, CA
Gain critical insights into your profitability
Learn to embrace your numbers via your dashboard metrics
Hear how to convert your profits into valuable data
Become “Shark Tank ready” to confidently present your profit numbers & percentages
Understand how to be the boss of your profits!
Presenter: Marla Alt, 123organize.com, LLC, Rye Brook, NY
Create (or revisit) your overall business marketing goals
Explore a variety of proven marketing methods & platforms for SMMs
Discuss messaging ideas that speak to your ideal client
Presenters: Anna Novak, Simply Downsized, Falls Church, Va; Jaymie Shook, Wheaton Bekins, Indianapolis, IN
10B Communicating With a Person With Dementia
Learn how the brain changes with dementia
Discover how a changing brain changes the way the person living with dementia communicates
Explore strategies for communicating with a person living with dementia, while maintaining dignity & respect
Understand how dementia impacts your client relationships
Presenter: Christine Petrik, Elderwerks, Palatine, IL
Understand the ins & outs, ups & downs of a high-end move
Learn the various preparations required for successful high-end moves
Gain a 360° perspective on the many “moving parts” of a high-end move
Presenter: Jon Dalzell, Isaac’s Moving & Storage, Stoughton, MA
Understand why you must agree to sign an NDA (non-disclosure agreement)
Learn how to examine an existing company’s infrastructure for ongoing success & profitability in the future
Hear why you need to know about the existing employee team’s size, experience, organizational structure & compatibility
Understand the importance of market research & exactly how to conduct it
Find out how to use your market research findings as a negotiating tool
Discover need-to-know and need-to-see information before the transaction is final
Presenter: Justin Hammond, Let’s Get Moving, Brentwood, TN
Learn how to use stress to create confidence
Get your listeners/clients to “buy in” right away
Understand how to build greater rapport with your audience & potential clients
Explore using stories to influence just about anyoneSave Course
Hear how to deliver detailed, complex information in an easy & understandable way
Presenter: Lori Klinka, Lori Klinka, LLC, Chicago, IL
Understand the unique emotional & logistical demands of divorcing clients
Explore external pressures, such as economic shifts & the challenges of establishing a new home(s) in a highly stressful environment
Learn how to gather sensitive information & navigate difficult conversations, reduce friction & foster positive outcomes
Hear valuable insights about serving divorcing families who depend on your strategic expertise & emotional support
Presenter: Liz Becker, National Association of Divorce Professionals (NADP), Miami, FL
Discover how charging your value will attract both the clients you want & the clients you need
Explore doing more! Hear how offering a suite of optional (but invaluable) services will increase your revenues (& your clients didn’t even realize they need or want them)
Learn how you are billing for your expertise, and not your time
Presenter: Tracy McCubbin, dClutterfly, Sherman Oaks, CA
Discover the 8 key areas of any business
Understand the important concepts, documents & processes for each key area (& the consequences of not having them)
Learn how to assess the gaps in your business in each of the 8 areas
Determine the priority & strategies to address these cracks for a successful business
Presenters: Carol Kaufman, Alternatives TLC, LLC, Hawthorne, NJ
Learn about multi-touch marketing & getting your message in front of as many people as possible,
as many times as possible & as often as possible
Discover the value of multi-touch marketing for your SMM business
Hear how multiple touchpoints will undoubtedly increase your ROI
Presenter: Meg Wendt, Roaming Darling, Garrett Park, MD
Recognize when an addiction issue is active in & around your client
Examine how to evaluate if this particular job is one you want to take
Learn reasonable & unreasonable expectations when working with someone in active addiction
Presenter: Charna Kinneberg, Moyer Move Management, Clarksburg, MD
Learn how to set project price expectations before issuing that all-important estimate
Discover how to create & execute binding project-based bids
Identify opportunities to effectively communicate the true value of your services
Presenters: Katherine Rush and Ellen Voigt, New Thresholds, Houston, TX
Discover how discipline is only needed long enough to create a habit
Explore developing key habits to build a life worth living
Find out why multitasking is a myth & learn to prioritize that one thing that matters most
Discover your purpose to increase your productivity & profit
Presenter: Dan Ihara, Ihara Training and Development, KW Real Estate Planner, Honolulu, HI
Hear how to speak your way to success & achieve the reach you desire
Learn how to articulate your value through the power of easy, cutting-edge, no-cost broadcasting!!
Discover free strategies for reaching baby boomers (& their parents) while growing your team & your referral network all at the same time
Hear how to broadcast your brilliance by taping community service talks to share on "socials,” live-streaming public speaking events, or being featured on TV as a guest or a host
Understand how broadcasting provides massive leverage for negotiating contracts with senior living communities & forming alliances with other valued referral sources
Find out how to optimize SEO for your website (so consumers will find you) with engaging, creative & consistently-delivered content
Learn how to demonstrate your aging issues expertise for greater influence in your market
Presenter: Katherine Ambrose, Empowered Senior, Wichita, KS
Cultivate trust through storytelling in both digital & interpersonal communication
Find out how to employ storytelling to highlight your experience & compassion
Explore the art of creating & leveraging compelling stories on digital platforms (social media sites & your website)
Hear how storytelling reinforces your brand while also capturing the interest of potential clients & their families — a potent tool for business growth
Explore the skills to effortlessly incorporate storytelling into your client interactions through interactive exercises
Find out how to immediately employ these practical techniques to connect and engage effectively
Presenters: Kimberly Steele, Changing Places, West Linn, OR; Zeth Owen, Greatness Digital, Albany, OR
Explore the hidden gem worlds of unique prints, silver, and jewelry
Learn what’s hot & what’s not, understand the major names & hear tips to identify & establish the authenticity of a work
Hear about the tools that experts use to determine approximate values
Participate in a hands-on session to solidify your newly-acquired knowledge & to confidently distinguish silver from silverplate, different types of gold, signed jewelry & a real Warhol
Presenters: Lea Koonce Ogundiran, G.G, Cynthia Klein & Jenny Pitman, Doyle Auctioneers & Appraisers, New York, NY
Discover ways to diversify your client base beyond seniors, incorporating strategic vendor partnerships & leveraging market opportunities
Acquire skills in identifying & managing resident-occupied construction projects — emphasizing the move manager's pivotal role & the client’s needs beyond relocation
Learn to identify & capitalize on opportunities in aging communities, buy-outs & rebranding efforts
Explore platforms like BidNet & navigating government procurement processes to successfully bid government contracts
Hear about forming strategic partnerships with local movers, enhancing operational efficiency & client service
Understand how collaborating with industry partners will expand your service offerings & foster business growth
Discover the benefits & success of an SMM Move-In Incentive Program from all perspectives:
a marketing/sales director, senior move manager, & a happy client
Hear how a Move-In Incentive Program works — utilization rates, bottom line impact for communities & SMMs, & more
Explore the potential of a Move-In Incentive Program for new construction move-ins, intercampus moves,
mega move programs, remodel & renovation projects, new construction projects, etc.
Hear how the SMM supports the marketing team by navigating the timely transition process & allowing the sales team
to focus on new prospects
Understand the importance of resident outcomes & how a satisfied resident becomes your best marketing voice
Presenters: Tammy Bilek (& Invited Guests), Honoring Aging, Geneva, IL
Understand how and why to build strong relationships with community partners
Identify the value move managers bring to related industry specialists and how to communicate that value when meeting new potential partners
Take away applicable ideas & tools to customize for your own use
Presenter: Melinda Stuart, Smart Moves, Greenfield, WI
Learn available housing options & living arrangements for older adults and the differences among them
Outline various aspects of aging in place, including the concept of aging in community
Understand if dementia is in the mix, overall design decisions will require modifications
Identify resources available to support aging in place — grab bars, zero entry showers,
lighting choices based on the client’s eye conditions & more
Discover how certain color choices will assist your client’s functional mobility
Presenter: Tonya Kreml, Transitioning Your Senior LLC, Grove City, OH
Learn how to build a solid base of real estate referrals & persuade realtors to reciprocate
Discover the shared superpowers between realtors & move managers
Understand the move manager’s qualities that realtors value the most
Explore the possible speed bumps that may emerge in the realtor-move manager relationship
Hear how to exit old, stale relationships that no longer serve you & your business
Presenter: Eric Stewart, Eric Stewart Group of Long and Foster Real Estate, Rockville, MD
Gain a deeper understanding of the factors contributing to the "never done" narrative
Explore the values and challenges of the work
Acquire practical tools and strategies to effectively manage the workload
Presenter: Regina Lark, A Clear Path, LLC, Los Angeles, CA
Understand the important aspects & tools for employee recruitment, selection & separation
Learn the various legal aspects of “at will” employment, just cause, constructive discharge, due process, employment discrimination & harassment
Discuss the reasons and resolutions around employee withdrawal & satisfaction
Hear about the concept of employee engagement & its critical role in employee retention
Presenter: Doug teDuits, EdD, SPHR, Brogley and Associates Organizing Solution, Fort Worth, TX
Understand why families fight during a significant life transition
Hear how to manage a “responsible party” bully within your client’s family
Discover how third-party influencers can change the dynamic & support you & your client during family battles
Learn how to resolve a family fight & satisfy *most* parties to complete the job
Presenter: Shayne Fili, Golden Years Relocation, Omaha, NE
Understand how picture organization will elevate your business & bring joy & order to your clients' lives
Hear strategies, skills & processes to manage your clients printed photos
Learn how to use the scanning app to digitize your clients' printed pictures
Find out how to organize the new digital copies for easy access & sharing
Presenter: Melissa Foote, Step By Step Tech, Mead, CO
Learn the key processes involved in estate cleanouts
Understand the detailed tracking requirements for reporting to fiduciaries
Hear the importance of consistent & thorough communication with all parties involved
Learn how to connect with the expanding estate cleanout market
Discover how to empty a 6000 square foot house in just 6 days!
Presenter: Chantale Bordonaro, Simplicity Source, San Francisco, CA
Understand the differences between goals, strategies & tactics
Discover how to create SMART goals — e.g., “increase revenue”
Learn to identify barriers in achieving your goal
Hear about tools & assets to implement key strategies to meet your goal
Find out how to set the tactics & timing for each strategy
Learn how to execute the strategies you’ve developed
Presenter: Brian Greenwood, Smooth Transitions International, Columbus, OH
Understand the clinical clutter & hoarding disorder spectrum — ranging from mild clutter to severe cases
Learn to distinguish between severity levels to facilitate more peaceful & cost-effective transitions
Hear the importance of assessing clients' needs, creating customized plans, developing an integrated approach & ensuring seamless transitions while offering a client-centered, trusting & empathetic approach
Recognize your move managers’ pivotal role in supporting your clients affected by clinical clutter
Embrace the importance of self-care for project managers — mindful of legal, safety & cultural considerations for these specialty cases
Presenter: Melissa Hladek, America’s Most Organized, New Milford, CT