Expert Onboarding Session October 29, 2015

12:00 pm - 3:30pm

Welcome Experts!

Agenda

Welcome & Introductions

Business Overview • Who We Are • Outcomes & Goals • Products & Models • Website • Accomplishments & Learnings • Value Proposition The ExpertTerre™ • Business Model & Sectors • Partners in Marketing • Marketing Model • Sales Cycle • Campaigns: Featuring our Experts Working Together: Operations, Finance & Governance • Product Delivery • Participating on the ExpertTerre™ • Finance and Governance • Operations: Resources • Benefits of Membership

Giving Back Q&A

Who We Are: Mission

Differentiation • Contributions: Spreading the wealth of knowledge of experienced executives • Results: Part of the solution to improve business results in challenging times • Values: Highlighting the important contributions of business leaders

According to the AARP Public Policy Institute, over 30,000 experienced executives are ready and available to participate in the economy

Guiding Thoughts • Progress is achieved through results and growth. • Economic value is generated through change, creativity and transformation. • Individuals, community and the environment are our most important global resources. • Expertise, quality and service are standard. • Universal values guide us.

Mission • Change Create Transform LLC, is the premiere platform for access to the world’s thought

leaders for innovation, problem solving and idea generation. • Using the intellectual capital of an experienced Expert Platform, we help businesses,

organizations, entrepreneurs, and individuals, succeed and grow.

Outcomes & Goals

Company Outcomes & Goals

1. Serving Businesses & Organizations where there is Need

2. Committed, Capable & Caring Team

3. Strong & Growing Customer & Stakeholder Relationships

4. Generating Revenue & Profits

5. Sustainable Business Model & Brand Growth

6. Best in Class Infrastructure

Individual Outcomes & Goals

1. Personal Satisfaction, Growth, and Success

2. Return on Time, Effort, Resources and Capital Invested

3. Positive and Ergonomic Working Environment, and Personal Space

4. Vibrant, Growing, Diverse, Supportive, and Compassionate Enterprise and Team

5. Making a difference and Building Something for the Future

6. Financial and Personal Prosperity

4

Products and Models

THE MODELS

• Coaching & Assessments - Tools and techniques for immediate impact • ChangeFormation™ - Effectively manage your business by setting expectations and

measuring success in the near term. • TransStrategy ™ - Sustainably grow your business and successfully make a breakthrough

transformation for the future. • FounderCreate ™ - Strategy and planning for entrepreneurs • TalkChange ™ - Presentations that inform, motivate and inspire • The ExpertTerre ™ - Helps businesses, organizations and individuals succeed and grow

THE PRODUCTS • Strategy & Planning • Executive Development

• Consulting • Leadership

At Change Create Transform, we focus on important qualities:

• Crafting a Bold New Future • Making Progress and Getting Results • Understanding People and Organizations • Integrating the Human Element

What ties it all together? Enabling useful access and connections that leverage and develop human intelligence, creativity, wisdom and experience. A Platform that works to unleash human potential and connect buyer with seller.

Website: Features

April 29, 2015

Experts

• Features and Profiles

• Private Portal: News, Events, Contact Sharing, My Account

• New Experts: Apply On-Line

Clients

• Company Information: What We Do, How We Work, Who We Are

• Register On-Line

• Browse the ExpertTerre™

• Call to Action: Work With Us

Global Features

• Thought Leadership Blogs

• Giving Back

• Security Protocols

6

Accomplishments & Learnings

Accomplishments

• Growing LLC – 5 years, 24 Experts, 5 Staff, 38% Revenue Increase between 2014 and 2015

• Launched Infrastructure for LLC and Foundation

• Implemented Business Concept, Models, Website and Platform

• Developing Business Relationships and Partnerships – ChangeFormation Days, New York and Chicago Events, Proposals and Development Activities

• Funding and Debt Free in a Challenging Economy

• Committed ExpertTerre™

• Successful Foundation – 5 years, 7 Academic Partnerships, Major Corporate Sponsor, 55 Scholars and $500K in Assets

Learnings

• Business Success Requires Riding the Wave of the Economy

• Experts want Work, Business and Social Connection, and Mission

• Desire to Develop Relationships with Seasoned and Developing Leaders

• Our Team Coalesces and Operates with Cohesiveness and Collegiality

• Timing is Everything – Pace Yourself

• At a Pivot Point – Ramping -Up Strategy, Plans and Models

7

Value Proposition: -Customer Demand -Approach to the Market

Some Facts and Our Learnings

According to Bloomberg Businessweek

• Size of Market: $39 Billion, up 8.5%

• Operational Improvement Consulting, up 11%

• Operations and Implementation more in Demand than Strategic Consulting, up only 3.7%

• 59% of the Market will Purchase “a lot more” -

If Fees are Halved

Value Proposition

• Pragmatic - We Understand Customer Needs and Wants

• Reachable - Technology Levels the Field

• Attractive - Products and Service Targeted to Win

• Affordable -Footprint Enables Competitive Pricing

Who We Are: Success

The ExpertTerre™: How it Works

Change Create Transform leverages the intellectual capital of an expert platform to help businesses, organizations, entrepreneurs and individuals succeed and grow. Formed in 2010, Change Create Transform represents decades of talent with a diverse footprint, geographically and experientially. Provides access to thought leaders for innovation, problem solving, and idea

generation Offers service at the executive level Customizes the approach and solutions to meet customer objectives with exceptional

results Empowers change to create transformation, by providing solutions in challenging times

The ExpertTerre™ offers opportunities to experienced executives and professionals.

Access to infrastructure to support professional goals Connect with leaders and peers Network for business development Deepen executive and leadership skills Enhance professional brand Utilize experience and education Have an impact and make a difference Achieve professional and personal goals

The ExpertTerre™ Business Model

12

Expert Business Industry/Sector Grid

BUSINESS

SECTORS Accountin

g

Banking/

Financia

l Serv

ices

Comm

unicatio

ns/PR

Educatio

n

Energy/

Environm

ent

Engineerin

g/M

fg.

Enterta

inm

ent

Food/B

ev.

Govern

ment

Health C

are/P

harma

Hospita

lity

Human R

esourc

es

Insu

rance

Law

Mark

eting

Non-Pro

fit

Retail/

Consum

er Goods

Real Est

ate

Sports

Startu

ps/En

trepre

neurs

Technolo

gy

Transp

ortatio

n

Teleco

mm

unicatio

ns

Venture

/Priv

ate Eq

/M&A

BUSINESS

SECTORS

EXPERT NAME 2 14 4 7 2 1 1 6 5 9 8 4 6 9 1 3 1 11 2 2 6

1 J. Barker X X X X X X

2 M. Cantarella X X X X

3 A. Cernera X X

4 M. Coffey X X X X X

5 J. Cohen X X X X X

6 C. Effron X X X X X

7 A. Epps X X X X X

8 C. Frohlinger X X

9 N. Holder X X X X X X

10

A. Horner-

Neubert X X X

11 K. Hunter X X X

12 S. Meyer- X X X X X

13 G. Minogue X X X X X

14 K. Patterson X X X X X

15 V. Pryor X X X X X X X X X X X X X X X

16 E. Rodstein X X X X

17 P. Seemann X X X X X

18 R. Sica X X

19 S. Stamps X X X X

20 K. Swintek X X X

21 J. Tuller X X X X X X X X X X

TOTALS

2 14 4 7 2 1 1 6 5 9 8 4 6 9 1 3 1 11 2 2 6 104*

4 2 4 5 5 6 1 6 2 5 3 5 4 6 4 62

Accounting, Energy, Engineering/Mfg., Entertainment, Food/Bev, Hospitality, Retail/Consumer Good, Sports

Technology, Transportation, Telecom

Intermediate Need: Five or Fewer Experts Communications, Health Care, Law

Major Need: Two or Fewer Experts

*Accounts for multiple disciplines but does not include Experts in the pipeline.

TARGET EXPERTS

EXPERT NAME

CURRENT

The ExpertTerre™ Business Sector Grid

Developing Business: Partners in Marketing

Partners in Marketing - Why a Bootstrap Model?

• Facilitates greater independence and control of business destiny

• Leverages contributions and synergizes the networks of everyone

• Ensures an efficient financial model – revenue and expenses

• Results in stronger outcomes and more likely success

Working Together

• Partnership & Teamwork

• Personal Responsibility & Accountability

• Integrity & Trust

• Respect and Compassion

• Customer Service

• Progress

• Results

• Crafting a Bold New Future

Qualities of an Expert

• Recognized Expertise

• Engaged and Committed

• Results Oriented

• Gravitas

• Leader & Teammate

• Risk Manager

• Self-Aware & Humble

• Communicator

• Values and Integrity

Business Development

Branding

Marketing Campaigns

Face to Face Campaigns

Speaking & Presentations

Marketing Model

Market Segment & Individual

April 29, 2015

Website Research

14

• Salesforce

• Networking

Events

• Seminars

• Sponsorships

• Lunch/Dinner

Capabilities • ExpertTerre™

• Team

New Expert Social Media Partners

• Refer Me

• Introduce Me

• Blogs

• Print & Digital Media

Awareness

•B to B

•Large meetings

•General Communication

•Potential new clients Lead Generation

Tell our Story/Learn about

Customers

•Phone call

•Email

•Short meeting

Lead Development

•In person meeting

•Event (ours)

•Small dinner

•Communications

Sales

•Proposal

•Feedback loop

•Statement of work

•Contract

Product Delivery

•Product

•Deployment Expert

•Report/Assessment

Post Sale

•Feedback

•Referrals

•Additional work

New Customers

Repeat Clients

Sales Cycle

Successful Campaigns: Featuring Our Experts

Successful Campaigns: Individual Marketing

Plans

April 29, 2015 17

Working Together: Operations, Finance & Governance

• Diversity: The strength of the ExpertTerre™ lies in its diversity. Our platform and its network are in demand by businesses, organizations, entrepreneurs, and individuals who are changing and growing.

• Marketing: CCT’s marketing and sales campaigns target and develop business prospects who seek the expertise of the ExpertTerre™.

• Matching: We carefully match Experts with Clients based upon experience, education, style, temperament, and most of all the needs of the Client. When more than one Expert matches an assignment, we reach out to

several Experts to determine interest, availability and suitability. Once there is a match, the Expert will receive a Statement of Work to

validate the terms of the assignment. • Statement of Work: When the Statement of Work is agreed upon and signed,

it becomes a part of the contract with CCT. It will include the time frame, nature of work, and fees.

• Customer Service: CCT handles all client relations. The assignment and contract with the Client are negotiated directly with CCT. Should there be need for a change or additional support, CCT will intermediate with the Client and Expert to assure smooth and satisfactory outcomes.

Working Together

Product and Models: Delivery

Based upon working directly with the Client through teleconferences, meetings and documentation review, we provide the following kinds of services: Problem Solve, Brainstorm, Strategize, Plan & Execute

• Facilitate strategy, operating and leadership sessions

• Prepare for strategy, operating and Board meetings

• Advise and edit strategic and operating plans, processes and documents

• Guide and collaborate on implementation plans and processes

• Create templates

• Support leadership and management initiatives

• Provide individual leadership and development coaching

• Execute a “Statement of Work” to cover any services provided

20

Participating with the ExpertTerre™

Evaluation • Resume, Bio and Headshot

• Interview

• Meet Other Experts

• Attend Events

• Review and Approve Profile

• Access to the ExpertTerre™

Enrollment • Complete Documentation: Contract, Non-

Disclosure, Code of Conduct & Tax Documents, Business Cards, E-mail

• Myers Briggs Assessment

• Onboarding Session

• Upload Profile to Website

Engagement • Network with Experts & Business Leaders

• Participate for Professional & Personal Development

• Refer Clients and Experts

• Inclusion in CCT Marketing Campaigns

• Engage with Events

• Connect for Consulting, Speaking, Assignments & Opportunities

• Suggest & Input for CCT Business Model

Integration • Collaborate on Business Development

• Build New Networks

• Partner among Experts on Assignments

• Utilize Shared Services and Roll-up Models

• Supplement Existing Business

• Create New Business

• Enjoy Independence & Freedom

Finance and Governance

Finance

• Fees and Expenses: All Expert fees and expenses will be promptly paid in 30 days or less after receiving all supporting information and documentation. Fee schedules are subject to change.

• Insurance: CCT carries $3 million of coverage, each, for general commercial liability, as well as errors and omissions.

Governance

• Code of Conduct: All CCT Experts must annually complete compliance training, as well as read and execute the Code of Conduct.

• Non-Disclosure: A non-disclosure agreement must be executed as a part of the initial registration process. Any actual, anticipated, or perceived conflicts must be promptly disclosed to CCT, in writing.

• Consulting Agreement: A consulting agreement must be executed as a part of the initial registration and annual renewal process.

• Tax Documents: All required documents such as W-9 and I-9 must be completed and on-file before commencing any work on behalf of CCT.

Operations: Resources

Resources

• Staff: Dedicated service oriented team to schedule meetings, prepare documents, field messages, assist with logistics, and handle membership needs.

• Space: Office and conference space in convenient NYC and Westchester locations on an as needed and available basis, for CCT related business.

• Website: Professional profile, exposure for business development, information on upcoming events, and networking with other Experts.

• Membership: Twice yearly business development events, executive development, proprietary e-mail, business cards, and professional headshot.

Working Together

• Contact Information: Keep CCT Staff informed of all updates to resume, headshot, biography and contact information, including e-mail, phone and mailing address.

• Work Product: Experts act as independent contractors for CCT and will transmit all completed work for formatting and client preparation on a timely basis.

• Billing: Provide notification of all project/client hours worked no later than 30 days after completing the work. CCT handles all contracting and billing of clients.

• Service and Security: Inform CCT Staff immediately should you encounter any challenges in working with a client or another Expert, or experience inappropriate and unethical behavior, including harassment, bullying or intimidation.

• Ideas: Contact the Office directly with suggestions, questions or requests for resources and support.

Benefits of Membership

Introductory Membership: Profile listing on the website for up to six months and invitation to attend one event.

Our Foundation

Giving Back: Education, Community and Leadership

914-481-5914 www.changecreate.org

Mission: The Change Create Transform Foundation believes in a holistic model anchored in universal values – • A world in which people have the power and opportunity to utilize their full potential and gifts. • We realize this through our work with education, community, and leadership oriented missions and organizations. Promise Prize Scholar Objective: To promote learning and scholarship through educational support of new leaders who will actively participate in and serve their communities. The Change Create Transform Foundation provides ongoing support to foster relationships through a vibrant network of Academic Partnerships and Promise Prize Scholars to recognize and reward academic excellence and encourage leadership, scholarship, service and philanthropy. The Foundation was founded in 2010 as a 501(c)(3) Private Foundation. It includes a twelve-member Board of Advisors, including independent volunteers and Promise Prize Scholars, as well as a Faculty Council consisting of representatives from Academic Partners. Corporate

Responsibility: About the Foundation ACADEMIC PARTNERS

& SCHOLAR PROGRAMS Bronx Community College College of Mount Saint Vincent Montclair State Project GRAD- Newark, NJ Southern Illinois University - Edwardsville SUNY Buffalo Law School University of Illinois at Chicago University of Iowa University of St. Thomas, Minneapolis

55 PROMISE PRIZE SCHOLARS GRANTED &

$238,250 SCHOLARSHIPS FUNDED

THROUGH JUNE 30, 2015

Welcome Experts!