TRUSTED ADVISOR NETWORK

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** Guests, please contact a TAN member to register for the meeting(s) you wish to attend. **

Upcoming events

    • 28 Apr 2021
    • 7:30 AM - 9:00 AM (MDT)
    • via Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, April 28, 2021 from 7:30-9:00am MDT. The moderator is Janice Honeycutt and the Best Practice presenter is TBD. Guests, please contact a member for registration.


    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks!


    The Best Practice will be "Connecting, The Second One-on-One Meeting."

    Come prepared to share your answers to the following:

    1. What questions do you ask to get to know someone personally?

    2. How many one-to-one meetings do you target?

    3. What can you do to improve your ability to be more genuine in your approach?

    • 6 May 2021
    • 3:30 PM - 4:30 PM (MDT)
    • via Zoom
    Register

    Join us for the TAN Education meeting via Zoom on Thursday, May 6, 2021 from 3:30-4:30pm MDT.  The moderator is Diana Atha. 

    Julie Rivers will present on "Being a Fiduciary." 

      Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 




      • 13 May 2021
      • 8:00 AM - 9:30 AM (MDT)
      • via Zoom
      Register

      Please make time for the TAN Meeting via Zoom on Thursday, May 13, 2021 from 8:00-9:30am MDT.  The Moderator is Keith Padilla. The Best Practices leader is Jeff Gruber.  Guests please contact a member for registration. 


      Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 


      The best practice will be "Making Use of Classifying to Optimize One-on-One Meeting Effectiveness."  Before the meeting, consider the following:


      Use the membership group of TAN to classify 1-2 members into the four classifications in the TAN System (Prospect, Referral Resource, Resource for your clients, and Others). What is one question you would ask an individual in each of the four categories in a one-to-one meeting? (four total questions) The “others”, give one example of how you have helped someone in the others category.

      • 19 May 2021
      • 8:00 AM - 9:30 AM (MDT)
      • via Zoom
      Register

      Join us for the TAN meeting via Zoom on Wednesday, May 19, 2021 from 8:00-9:30am MDT.  The moderator is Kelly Koepke. The Best Practice leader is Kelly Stanhope. Guests please contact a member for registration. 

      Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

      The best practice will be "Making Use of Classifying to Optimize One-on-One Meeting Effectiveness."  Before the meeting, consider the following:

      Use the membership group of TAN to classify 1-2 members into the four classifications in the TAN System (Prospect, Referral Resource, Resource for your clients, and Others). What is one question you would ask an individual in each of the four categories in a one-to-one meeting? (four total questions) The “others”, give one example of how you have helped someone in the others category.


      • 20 May 2021
      • 7:45 AM - 9:00 AM (UTC-07:00)
      • via Zoom
      Register

      Join us for the Arizona TAN meeting via Zoom on Thursday, May 20, 2021 from 7:45-9:00am MST.   Guests please contact a member for registration. 


      Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

      The best practice will be "Making Use of Classifying to Optimize One-on-One Meeting Effectiveness."  Before the meeting, consider the following:

      Use the membership group of TAN to classify 1-2 members into the four classifications in the TAN System (Prospect, Referral Resource, Resource for your clients, and Others). What is one question you would ask an individual in each of the four categories in a one-to-one meeting? (four total questions) The “others”, give one example of how you have helped someone in the others category.


      • 26 May 2021
      • 7:30 AM - 9:00 AM (MDT)
      • via Zoom
      Register

      Join us for the TAN meeting via Zoom on Wednesday, May 26, 2021 from 7:30-9:00am MDT. The moderator is TBD and the Best Practice leader is Peter Mantos. Guests, please contact a member for registration.


      Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks!


      The best practice will be "Making Use of Classifying to Optimize One-on-One Meeting Effectiveness."  Before the meeting, consider the following:


      Use the membership group of TAN to classify 1-2 members into the four classifications in the TAN System (Prospect, Referral Resource, Resource for your clients, and Others). What is one question you would ask an individual in each of the four categories in a one-to-one meeting? (four total questions) The “others”, give one example of how you have helped someone in the others category.


      • 3 Jun 2021
      • 11:30 AM - 12:30 PM (MDT)
      • via Zoom
      Register

      Join us for the TAN Education meeting via Zoom on Thursday, June 3, 2021 from 11:30am-12:30pm MDT.  The moderator is Kelly Stanhope. 

      The presentation is on "Catastrophe Planning: Why Hospitals Have Generators."

       The panel of presenters are:

      • Michael Podolny, Podolny Group  
      • Craig Dill, Craig Dill and Associates
      • Bob Mason, The Daedalus Group
      • Priscilla Dakin, Dakin Business Group

        Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

        • 10 Jun 2021
        • 8:00 AM - 9:30 AM (MDT)
        • via Zoom
        Register

        Please make time for the TAN Meeting via Zoom on Thursday, June 10, 2021 from 8:00-9:30am MDT.  The Moderator is Peter Mantos. The Best Practices leader is Diana Atha.  Guests please contact a member for registration. 


        Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 


        The best practice will be "Building Trust, Where Collaboration Begins ."  Before the meeting, give some time to the linked assignment:


        https://docs.google.com/document/d/1gaiYMgAfIyL9DP6LxfkqA6g5wcSEpxYcw7PxylsLL0U/edit?usp=sharing

        • 16 Jun 2021
        • 8:00 AM - 9:30 AM (MDT)
        • via Zoom
        Register

        Join us for the TAN meeting via Zoom on Wednesday, June 16, 2021 from 8:00-9:30am MDT.  The moderator is Kelly Koepke. The Best Practice leader is Jeff Gruber. Guests please contact a member for registration. 

        Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

        The best practice will be "Building Trust, Where Collaboration Begins ."  Before the meeting, give some time to the linked assignment:


        https://docs.google.com/document/d/1gaiYMgAfIyL9DP6LxfkqA6g5wcSEpxYcw7PxylsLL0U/edit?usp=sharing


        • 17 Jun 2021
        • 7:45 AM - 9:00 AM (UTC-07:00)
        • via Zoom
        Register

        Join us for the Arizona TAN meeting via Zoom on Thursday, June 17, 2021 from 7:45-9:00am MST.   Guests please contact a member for registration. 


        Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

        The best practice will be "Building Trust, Where Collaboration Begins ."  Before the meeting, give some time to the linked assignment:


        https://docs.google.com/document/d/1gaiYMgAfIyL9DP6LxfkqA6g5wcSEpxYcw7PxylsLL0U/edit?usp=sharing


        • 23 Jun 2021
        • 7:30 AM - 9:00 AM (MDT)
        • via Zoom
        Register

        Join us for the TAN meeting via Zoom on Wednesday, June 23, 2021 from 7:30-9:00am MDT. The moderator is Peter Mantos and the Best Practice leader is Janice Honeycutt. Guests, please contact a member for registration.


        Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks!


        The best practice will be "Building Trust, Where Collaboration Begins ."  Before the meeting, give some time to the linked assignment:


        https://docs.google.com/document/d/1gaiYMgAfIyL9DP6LxfkqA6g5wcSEpxYcw7PxylsLL0U/edit?usp=sharing


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      ** Guests, please contact a TAN member to register for the meeting(s) you wish to attend. **

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