Guest Speaker: Meresa S. Morgan, CPA Audit Shareholder and Audit Department Chair Briggs & Veselka Co.

1. Managing Others, With or Without Direct Authority Guest Speaker: Meresa S. Morgan, CPAAudit Shareholder and Audit Department ChairBriggs & Veselka Co. Facilitator:Jo MillerCEOWomen’s Leadership Coaching, Inc.

2. Christine R. Spray President, Strategic Catalyst, Inc. Program Development, Board Member of WEN Westside Chapter, Former Board Member WEN After working in industry and public accounting leadership management roles with start-up, restructuring and growth responsibilities, Christine recognized that by aligning business goals with marketing, human resource and business development strategies, mid-sized organizations could leverage their business opportunities as successfully as companies with far greater resources.

3. The Women's Energy Network Women’s Energy Network (WEN) is an international organization of professional women who work across the energy industry value-chain. WEN was established in 1994 with six women.  At the close of 2009, that number had risen to over 900 members throughout Texas and Louisiana. www.wenhouston.org

4. The Women's Energy Network WEN’s mission is to develop programs to provide networking opportunities and foster career and leadership development of women who work in the energy industries. WEN’s vision is to be the premiere organization for professional women who work in the energy industry, with chapters in every major energy hub worldwide. WEN chapters are currently in Houston, North Texas covering Dallas & Fort Worth, and Southeast Louisiana covering Baton Rouge & New Orleans. www.wenhouston.org

5. How many people are joining your group today? Please send your list with names and emails to: cspray@strategiccatalystinc.com

6. Jo Miller, CEO • Women’s Leadership Coaching Inc. • 12 years providing leadership coaching and seminars • Coached hundreds of women worldwide • Seminars for women’s networks at Intel, Oracle, KPMG, Alcatel-Lucent, Nortel, Rockwell Collins, UBS, and more • Silicon Valley’s “Women of Influence”, 2008 • www.womensleadershipcoaching.com

7. Meresa S. Morgan, CPA Audit Shareholder & Audit Dept. Chair Briggs & Veselka Co. • Oversees the Briggs & Veselka’s benefit plan audit practice which represents an important niche speciality for the firm in servicing oil and gas companies in the Houston area. Morgan oversees the firm’s efforts in keeping these clients abreast of the latest issues regarding DOL compliance. • Chairperson for Briggs & Veselka’s audit practice and serves on the firm’s executive committee. • Serves on the board and is President of the Women’s Finance Exchange, and actively involved in The Entrepreneurship Institute, which serves the small to middle market entrepreneurial privately-help companies in the Houston area. • Serves on BKR International’s Employee Benefit Plan Auditing Committee and its Emerging Leader’s Committee.

8. Meresa S. Morgan, CPA Audit Shareholder & Audit Dept. Chair Briggs & Veselka Co. Member of the Lone Star Council of the American Society of Pension Actuaries and the ERISA Industry Group of Houston. Member of the Texas Society of Certified Public Accountants, and involved with its Houston Chapter. Holds a B.S.B.A. in Accounting from Auburn University Enjoys traveling, family gatherings and relaxing with her husband on their farm in South Mississippi.

9. What are you currently responsible for?

10. THE EMERGING LEADER’S QUANDARY: You can’t get a higher level job without leadership experience… But you can’t get the experience without the job.

11. Managing Others, With or Without Direct Authority • In this webinar: • Myth-busting • Taking on “The Management Challenge” • 6 steps for managing others, with or without direct authority.

12. A woman recently asked: 1) How do I know if I would make a good leader? 2) Can you learn to be a good leader?

13. A woman recently asked: 1) How do I know if I would make a good leader? 2) Can you learn to be a good leader?

14. A woman recently asked: 1) How do I know if I would make a good swimmer? 2) Can you learn to be a good swimmer?

15. Myth #1: Leaders are born, not made. (and that there is a way to predict whether you will be good at this without actually trying it.)

16. Were you a ‘natural’ when it came to leading others? Or did you learn along the way?

17. Myth #2: That if you could just attain the next-level job, people would know that you are in charge, and follow you.

18. “There is a myth that the higher you go in the organization and the more positional authority you gain, that you just have to say “do it” and people get it done. I hate to bust your bubble.” -Dr Cecilia Kimberlin, VP QA, Regulatory Affairs and Compliance, Abbott

19. Managing Others, With or Without Direct Authority The quickest and best way to develop management skills is to volunteer to manage a project, a team, an event, process, etc.

20. “I wouldn’t be in the position I am in if I hadn’t had the courage to step into leading activities that were not in my area of expertise.” - Meresa Morgan

21. A Management Challenge Volunteer to manage a: Work project Task force or committee Charity drive Team event Family event Conference Professional association.Challenge: Complete the assignment by managing, not doing, the work.

22. What is an example of a time you volunteered to lead something that was beyond the responsibilities of your role? What did you learn?

23. What top tips do you have for anyone who wants to transition from “doing the work” to “managing the work”?

24. 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective

25. Can you share an example of how you have communicated a vision or objective to others, and gained their buy-in?

26. 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations

27. What tips can you offer for working with others to set expectations for work to be performed?

28. 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations Step 3: Co-create accountability

29. How do you like to set up and manage accountability?

30. 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objective Step 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence

31. What does this look like, in your firm?

32. 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objectiveStep 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence Step 5: Give frequent feedback

33. How do you give feedback when people are performing well? How do you give feedback when they are not performing well?

34. 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objectiveStep 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence Step 5: Give frequent feedback Step 6: Celebrate their success!

35. What do you do, to celebrate success?

36. 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objectiveStep 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence Step 5: Give frequent feedback Step 6: Celebrate their success!

37. What to do when things go off-track: • Return to the list of six steps • Assess which one may be lacking, and take action.

38. What additional things can a good manager do when things go off-track?

39. 6 Steps for Managing Others, With or Without Direct Authority Step 1: Describe the overall vision or objectiveStep 2: Co-create clear expectations Step 3: Co-create accountability Step 4: Challenge them to deliver with a high standard of excellence Step 5: Give frequent feedback Step 6: Celebrate their success!

40. EXERCISE: • 1) Identify a ‘Management Challenge’ to take on • 2) Plan how you will use the 6 steps for managing others.

41. Q & A

42. Meresa’s 4 Keys to Success Have the courage to put yourself out there.  It is ok to show some humility. Demonstrate respect for and embrace others points of view Empower team members Give credit and recognition frequently for successes

43. Become a WEN Member! www.wenhouston.org

44. How many people joined your group today? Please send your list with names and emails to: cspray@strategiccatalystinc.com

45. This presentation will be available in 24 hours at: www.womensleadershipcoaching.com/wenwebinar5.htm Available for 30 days.

46. Give us your feedback! You will receive a survey requesting your feedback on this webinar.

47. Discussion Questions • What are potential ‘Management Challenge’ assignments you could take on? • What are ways to begin an initiative so that the team are on the same page? • What are some effective ways to encourage and motivate others, in the course of day-to-day work? • What are effective ways to re-direct others when they are not performing to expectations?