Speaker

Keith Fileccia

Keith Fileccia

Mendelson Consulting - COO

Tucson, Arizona, United States

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Keith Fileccia is the Chief Operating Officer of Mendelson Consulting (established in 1992), which specializing in QuickBooks and information technology consulting services. The firm focuses on providing a solution-based approach, customized to each client's individual and specific needs. The combination of Keith’s accounting and technology background with the expert knowledge of QuickBooks financial software gives clients an unparalleled edge.

Keith worked for Intuit for a decade as a leader in various roles and departments. He has extensive knowledge in QuickBooks software, specializing in inventory management. Keith is also a Six Sigma Black Belt and has consulted with businesses of all sizes with process and workflow improvements both inside and outside of QuickBooks. His strengths are (project management), data analysis and workflow improvements.

Area of Expertise

  • Business & Management
  • Finance & Banking
  • Government, Social Sector & Education
  • Information & Communications Technology

Topics

  • SOFTWARE IMPLEMENTATION
  • Software Consultants
  • Software Integration
  • Workflow Automation
  • Workflow Optimization
  • Workflow Modernization
  • QuickBooks
  • QuickBooks Online
  • Right fitting your clients in QuickBooks products
  • Inventory Control
  • Inventory Optimization
  • Inventory management systems
  • inventory tracking
  • Inventory Costing
  • Cloud-Based Inventory Management
  • Manufacturing inventory software
  • Optimizing trade and inventory processes
  • Business Central
  • Business Central Implementation
  • Microsoft Dynamics 365 Business Central
  • Dynamics 365 Business Central
  • Business consulting
  • six sigma
  • Lean Six Sigma
  • Automation
  • Practice Advancement
  • Leadership development
  • Leadership
  • Change Leadership
  • Business Leadership

Managing client projects: How to bring your client project to a successful completion

We’ve all experienced both successful and challenging projects. Whether things go smoothly or not often depends less on luck—and more on how well expectations are set and managed from the start.

In today’s session, we’ll focus on proven techniques to establish clear, realistic expectations and introduce tools to help you effectively manage both your client projects and client relationships.

Our goal is to equip you with practical strategies to drive more consistent, successful project outcomes—regardless of the complexity or challenges you may face along the way.

Essential tools to manage difficult staff, customers, and situations

We have all had meeting that were more destructive than productive. In this session we will cover essential tools that will help you to identify, diffuse and manage disruptive individuals. We will cover meeting protocols, roles and how to drive constructive debate to better both your internal and client interactions.

Enhancing Sales skills in an ever-evolving market

Never before has there been more pressure on sales to deliver. In this session we will cover sales strategies necessary to compete in a world where we see increased competition from technologies like AI and even from our vendor partners. In many cases we have vendor partners that are marketing competitive services to our customers, or they are raising the bar on what we are required to deliver to keep our standing with them. We will cover the differences between customer retention and customer acquisition.

Critical Thinking/Problem Solving

In this session you will learn how to solve problems using critical thinking skills. We will be covering the 5 essential elements of critical thinking: Asking the right questions, gathering relevant information, thinking through solutions and conclusions, looking at alternative solutions, and communicating effectively.

Complex Inventory - How Complex is Complex?

This session will discuss the various complexities of consulting with an inventory business. Everything from managing co-manufacturers, 3rd party logistics, web connections, Amazon FBA inventory, EDI connections (both incoming and outgoing), and more. Whether or not you are going to be implementing inventory solutions, you must understand in depth all the pertinent terminology.

Complex Inventory - How Complex is Complex?

This session will discuss the various complexities of consulting with an inventory business. Everything from managing co-manufacturers, 3rd party logistics, web connections, Amazon FBA inventory, EDI connections (both incoming and outgoing), and more. Whether or not you are going to be implementing inventory solutions, you must understand in depth all the pertinent terminology.

Successful Implementations A to Z

When it comes to advisory services, you need to keep your clients and your sanity in check. This session will focus on what it means to manage a project from beginning to end, focusing on the four phases of a successful implementation: Initial Discovery, Needs Assessment, Engagement Design, and Scope Management.

Scaling New Heights®️ 2024 Sessionize Event

June 2024 Orlando, Florida, United States

Keith Fileccia

Mendelson Consulting - COO

Tucson, Arizona, United States

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