Induction Webinar V1.0

- - Th e N o t F o r P r o f it P r a c t ic e

o f

O n e A c c o r d

2009 OverviewVersion 1.0

www.OneAccordPartners.Com/NFP

• The Not-For-Profit Practice of OneAccord exists to help seasoned executives make a successful transition into The Ministry of Professional Partnership™

• As a Principal with the NFP Practice, you join a team of experienced professionals whose heart, mind, and service align for significant impact with the agencies and ministries that need us most.

• You join with other OneAccord Principals and Practices who serve throughout North America.

…R e C a p…R e C a p

? ?Wh y O n e A c c o r d Wh y N FP ? ?Wh y O n e A c c o r d Wh y N FP

H a v e y o u b e e n p r e p a r e d f o r H a v e y o u b e e n p r e p a r e d f o r t h e t h e

M in is t r y o f P r o f e s s io n a l M in is t r y o f P r o f e s s io n a l?P a r t n e r s h ip ?P a r t n e r s h ip

The Ministry of Professional Partnership is a calling The Ministry of Professional Partnership is a calling to serve the kingdom of God through the process of to serve the kingdom of God through the process of

encouraging, equipping and guiding encouraging, equipping and guiding ministries and churches for greater effectiveness. ministries and churches for greater effectiveness.

– As professionals it demands our highest and best As professionals it demands our highest and best efforts to provide great value for our clients in all we do. efforts to provide great value for our clients in all we do.

– As followers of Christ, it requires our fullest As followers of Christ, it requires our fullest commitment to obedience, prayer and integrity, and to commitment to obedience, prayer and integrity, and to the Spirit’s transforming work in us and through us.the Spirit’s transforming work in us and through us.

Im p lic a t io n sIm p lic a t io n s

• All Principals commit to work in accordance with All Principals commit to work in accordance with the Ministry of Professional Partnership, with the Ministry of Professional Partnership, with both their faith-based and secular clients;both their faith-based and secular clients;

• All Principals will support one another in prayer All Principals will support one another in prayer and encouragement as we journey this road and encouragement as we journey this road together; together;

• All Principals will hone their skills to ensure that All Principals will hone their skills to ensure that they witness to Christ through the level of they witness to Christ through the level of excellence they provide their clients; excellence they provide their clients;

• All Principals will cultivate a strong, personal All Principals will cultivate a strong, personal faith in Jesus Christ and seek to bring him glory faith in Jesus Christ and seek to bring him glory in all they do. in all they do.

Th e M a c r o Vis io n o f Th e M a c r o Vis io n o f O n e A c c o r d N F P O n e A c c o r d N F P

• A national consortium of high quality A national consortium of high quality principals committed to the same vision and principals committed to the same vision and mission;mission;

• Thousands of ministries impacted by best-in-Thousands of ministries impacted by best-in-industry equipping based on Biblical industry equipping based on Biblical stewardship and leadership principles;stewardship and leadership principles;

• An incubator for new principals to learn and An incubator for new principals to learn and grow their businesses successfully;grow their businesses successfully;

• A fellowship of thought leaders who shape A fellowship of thought leaders who shape and advance our profession through writing, and advance our profession through writing, speaking and teaching;speaking and teaching;

Th e Vis io n f o r Yo u r M in is t r y Th e Vis io n f o r Yo u r M in is t r y

• A competitive edge for all principals resulting in more A competitive edge for all principals resulting in more clients of higher quality, an increased fee structure clients of higher quality, an increased fee structure and greater personal net income;and greater personal net income;

• A collaborative system where seasoned A collaborative system where seasoned professionals can focus their work in the areas of professionals can focus their work in the areas of their greatest giftedness.their greatest giftedness.

• A community of peers with a practice and A community of peers with a practice and commitment to help you identify and achieve your commitment to help you identify and achieve your personal and professional goals and dreams.personal and professional goals and dreams.

- O n e A c c o r d N F P is y o u r t e a m if- O n e A c c o r d N F P is y o u r t e a m if…y o u…y o u

• Sense a “calling” to build the Kingdom of God Sense a “calling” to build the Kingdom of God through the Ministry of Professional through the Ministry of Professional Partnership™Partnership™

• Long for a group of peers to help you grow Long for a group of peers to help you grow personally and professionally;personally and professionally;

• Want increased national exposure; Want increased national exposure; • Want to maximize your net income; Want to maximize your net income; • Want to be freed from the administrative burden Want to be freed from the administrative burden

required to support your practicerequired to support your practice• Are prepared to give your “all” to something we Are prepared to give your “all” to something we

can do together that we could never do apart.can do together that we could never do apart.

…Wh a t y o u c a n e x p e c t …Wh a t y o u c a n e x p e c t

• Increased support and accountability to help get Increased support and accountability to help get published and promoted in the places that need the published and promoted in the places that need the knowledge and message God has placed within knowledge and message God has placed within you; you; 

• A long-term plan to serve and protect your clients’ A long-term plan to serve and protect your clients’ interests while developing succession planning and interests while developing succession planning and security for yourself and your family.security for yourself and your family.

• Guidance in building your practice according to a Guidance in building your practice according to a biblical understanding of the Ministry of Professional biblical understanding of the Ministry of Professional Partnership. Partnership. 

…An d…An dThe Exclusive OA-NFP The Exclusive OA-NFP Consultant’s Consultant’s Integrated Marketing, Business and Life Integrated Marketing, Business and Life Plan (CIMBLplan)™Plan (CIMBLplan)™

– Working with a team of colleagues for support and Working with a team of colleagues for support and encouragement in the context of personal, professional, and encouragement in the context of personal, professional, and spiritual growth. spiritual growth. 

– Increased quality and quantity of those clients you want to Increased quality and quantity of those clients you want to serve.serve.

– On-Site and Off-Site Client Review Sessions On-Site and Off-Site Client Review Sessions 

O t h e r B e n e f it s O t h e r B e n e f it s

• Promotion and positioning as part of a Promotion and positioning as part of a national marketing program. national marketing program. 

• Administrative and marketing support that Administrative and marketing support that results in quality leads, professional results in quality leads, professional proposals, and an optimum client load. proposals, and an optimum client load. 

• Access to group rates for medical, dental, Access to group rates for medical, dental, life, disability, and pension benefits. life, disability, and pension benefits. 

• Support and guidance in speaking, teaching, Support and guidance in speaking, teaching, and writing in your area of expertise. and writing in your area of expertise. 

Suited for you… ..Suited for you… ..

• Coaching and Mentoring to enhance your Coaching and Mentoring to enhance your skill as a principal. skill as a principal. 

• Access to templates, forms and processes Access to templates, forms and processes that reflect the very best in our collective that reflect the very best in our collective consulting experience.consulting experience.

• Maximize your income as a professional Maximize your income as a professional operating in your niche expertise and operating in your niche expertise and market. market. 

• More time to do what you do best!More time to do what you do best!

M is s io n a n d Vis io n M is s io n a n d Vis io n

M is s io nM is s io n

The Mission of the NFP Practice is to The Mission of the NFP Practice is to equip and serve our principals equip and serve our principals

so that they are effective and successful so that they are effective and successful in their calling to the in their calling to the

Ministry of Professional PartnershipMinistry of Professional Partnership

M is s io n a n d Vis io n M is s io n a n d Vis io n

Vis io nVis io n

Our vision for the NFP Practice of OneAccord is Our vision for the NFP Practice of OneAccord is to build a fellowship of gifted principals to build a fellowship of gifted principals

fulfilling their calling fulfilling their calling in the most strategic and needed places in the most strategic and needed places

throughout North Americathroughout North America to the glory of God to the glory of God

C o m p e n s a t io nC o m p e n s a t io n

TWO LEVELS O F P AR TIC IP ATIO N TWO LEVELS O F P AR TIC IP ATIO N

P R IN C IP ALP R IN C IP AL

S EN IO R P R IN C IP AL S EN IO R P R IN C IP AL

P r in c ip a lP r in c ip a l

P r in c ip a ls a r e t h o s e w h o a r e P r in c ip a ls a r e t h o s e w h o a r e e it h e r s t a r t in g t h e ir c o n s u lt in g e it h e r s t a r t in g t h e ir c o n s u lt in g

, c a r e e r s o r h a v e le s s t h a n f iv e, c a r e e r s o r h a v e le s s t h a n f iv e - y e a r s f u ll t im e s u c c e s s f u l - y e a r s f u ll t im e s u c c e s s f u l

.c o n s u lt in g w o r k .c o n s u lt in g w o r k

6 0 % P r in c ip a ls e a r n o f a ll 6 0 % P r in c ip a ls e a r n o f a ll- p e r s o n a lly g e n e r a t e d r e v e n u e- p e r s o n a lly g e n e r a t e d r e v e n u e

a n d a r e p o s it io n e d t o q u a lif y f o r a n d a r e p o s it io n e d t o q u a lif y f o r g r o u p b e n e f it s t h r o u g h g r o u p b e n e f it s t h r o u g h

. O n e A c c o r d C o r p o r a t e . O n e A c c o r d C o r p o r a t e

S e n io r P r in c ip a l S e n io r P r in c ip a l

’ -S P s h a v e m o r e t h a n f iv e y e a r s f u ll’ -S P s h a v e m o r e t h a n f iv e y e a r s f u ll, t im e s u c c e s s f u l p r io r c o n s u lt in g, t im e s u c c e s s f u l p r io r c o n s u lt in g

, e x p e r ie n c e w h e n t h e y jo in o r , e x p e r ie n c e w h e n t h e y jo in o r

a r e N F P P r in c ip a ls w h o h a v e e a r n e d a r e N F P P r in c ip a ls w h o h a v e e a r n e d :t h e ir w a y t o t h is s t a t u s b y :t h e ir w a y t o t h is s t a t u s b y

• Generating at least $750,000 in gross billings since becoming a One Generating at least $750,000 in gross billings since becoming a One Accord Principal; andAccord Principal; and

• Publishing Publishing an average of an average of one article or book or speaking at one or more one article or book or speaking at one or more national conferences as a workshop presenter or plenary speaker for national conferences as a workshop presenter or plenary speaker for each year they are an NFP Principal; and…each year they are an NFP Principal; and…

• Have attended the Senior Principal Retreat Have attended the Senior Principal Retreat 

7 0 % S e n io r P r in c ip a ls e a r n o f a ll 7 0 % S e n io r P r in c ip a ls e a r n o f a ll- p e r s o n a lly g e n e r a t e d r e v e n u e a n d a r e- p e r s o n a lly g e n e r a t e d r e v e n u e a n d a r e p o s it io n e d t o q u a lif y f o r g r o u p b e n e f it s p o s it io n e d t o q u a lif y f o r g r o u p b e n e f it s

.t h r o u g h O n e A c c o r d C o r p o r a t e .t h r o u g h O n e A c c o r d C o r p o r a t e

C o m p e n s a t io n S im p lic it y C o m p e n s a t io n S im p lic it y

Fee OA NFP PoolFee OA NFP Pool

Principal: Principal: 60% / 15% / 22% / 3%60% / 15% / 22% / 3%

Senior Principal:Senior Principal: 70% / 15% / 12% / 3%70% / 15% / 12% / 3%

• Pooled Funds: Pooled Funds: – Marketing PlanMarketing Plan– Benefit ContributionBenefit Contribution– Training & Retreats Training & Retreats

In c o m e P o t e n t ia l In c o m e P o t e n t ia l

P R IN C IP ALP R IN C IP AL

• 3 0 0 ,0 0 0 $ g r o s s r e v e n u e3 0 0 ,0 0 0 $ g r o s s r e v e n u e

• 18 0 ,0 0 0 $ n e t in c o m e18 0 ,0 0 0 $ n e t in c o m e

• 9 ,0 0 0 $ t o w a r d p o o le d9 ,0 0 0 $ t o w a r d p o o le d p r a c t ic e e x p e n s e s p r a c t ic e e x p e n s e s

• F u n d e d M a r k e t in g P la n a n d F u n d e d M a r k e t in g P la n a n d Ad m in is t r a t iv e s u p p o r t Ad m in is t r a t iv e s u p p o r t

• D iv is io n S u p p o r t t h r o u g h D iv is io n S u p p o r t t h r o u g h C IM B Lp a n d R e v ie w s C IM B Lp a n d R e v ie w s

• O n e A c c o r d B e n e f it s a n d O n e A c c o r d B e n e f it s a n d E q u it y P o s it io n E q u it y P o s it io n

In c o m e P o t e n t ia l In c o m e P o t e n t ia l

S EN IO R P R IN C IP AL S EN IO R P R IN C IP AL

• 3 0 0 ,0 0 0 $ g r o s s r e v e n u e3 0 0 ,0 0 0 $ g r o s s r e v e n u e

• 2 10 ,0 0 0 $ n e t in c o m e2 10 ,0 0 0 $ n e t in c o m e

• 3 0 ,0 0 0 $ t o w a r d p o o le d3 0 ,0 0 0 $ t o w a r d p o o le d p r a c t ic e e x p e n s e s p r a c t ic e e x p e n s e s

• F u n d e d M a r k e t in g P la n a n d F u n d e d M a r k e t in g P la n a n d Ad m in is t r a t iv e s u p p o r t Ad m in is t r a t iv e s u p p o r t

• D iv is io n S u p p o r t t h r o u g h D iv is io n S u p p o r t t h r o u g h C IM B Lp a n d R e v ie w s C IM B Lp a n d R e v ie w s

• An n u a lly F u n d e d E x e c u t iv e An n u a lly F u n d e d E x e c u t iv e R e t r e a t f o r y o u a n d y o u r R e t r e a t f o r y o u a n d y o u r.s p o u s e .s p o u s e

• O n e A c c o r d B e n e f it s a n d O n e A c c o r d B e n e f it s a n d E q u it y P o s it io n E q u it y P o s it io n

H o w d o y o u b e c o m e a n N F P?P r in c ip a l

• Your OneAccord Practice is effectively a “franchise” of OneAccord LLC.

• An initial Training and Tooling Fee of $2500 equips you and authorizes you to engage clients and build your practice.

• Over the next three years, an additional investment of $12,500 gains you access to the OneAccord Global Equity Fund as a supplement to your investment and retirement strategy.

’ …It s Yo u r B u s in e s s’ …It s Yo u r B u s in e s s’ …It s Yo u r In v e s t m e n t’ …It s Yo u r In v e s t m e n t

O A P a r t ic ip a t io n & R e q u ir e m e n t s O A P a r t ic ip a t io n & R e q u ir e m e n t s

Three-Year OA InvestmentThree-Year OA Investment- $5,000 in year one- $5,000 in year one

• $2,500 franchise fee upon becoming a $2,500 franchise fee upon becoming a OneAccord AssociateOneAccord Associate

• $2,500 for 10,000 shares of LLC within one year $2,500 for 10,000 shares of LLC within one year of becoming an Associate.of becoming an Associate.

- $5,000 each in years two and three- $5,000 each in years two and three• Participation in the OneAccord Global Equity Participation in the OneAccord Global Equity

Fund as a PrincipalFund as a Principal