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Some who support The ROI!

(Very!) Live Speaking/Training Presentations
Turnaround and Other Action Steps for Retailers
presented by
Pat Johnson & Dick Outcalt, Co-Founders, The ROI


Team Speaking • Lively • Customized • Humorous • Frank • Practical • Useful • Timely • Motivating

Workshop Titles
  • "Retailer's Nine Step Turnaround Guide"
  • “Am I Running This Business…Or Is It Running Me?!”
  • “Turn On Your Financial Headlights”
  • “Strategic Retailing: It’s Now or Never!”
  • “The BIG Picture: How Retailers Must Think Today”
  • “How Do I Get Cash Out of My Business?”
  • “Inventory Control: How In the World Do I Do That?”
  • “The Greatest Opportunity in Retailing: Growing the Expertise of Owners
Content Topics
  • The Future of Retailing...Don't Be MYTH-LED!
  • Cash Flow: The Bottom Bottom Line
  • GMROI - #1 Productivity Tool
  • Open-to-Buy – It’s a FOUR-Part Formula
  • Inventory Turnover – Focus Everyone On It
  • 12-Second Ratios – An Owner’s Dashboard
  • De-Coding Your Financial Statements
  • Every Retailer Has Three Levels of Issues
  • The Four (Only) Ways to Grow
  • Control Inventory…or Close Down
  • Profit: If It’s Not Cash, What Is It?
  • Owner’s Dilemma: Fund Family, or Store?

What Sponsors Say

You did it again!  You two gave a tremendous presentation at our recent Shoe Retailers University. 


I heard attendees say your presentation was what they needed to understand and to do.  There was a buzz in the office that "Dick and Pat were really great!"  Attendees passed their praise to the staff for having you on the program. 

Your evals had more "excellents" checked than any other presentation.

Your presentations reflect the passion you both have for the financial management of a business.
--  Bill Boettge, Director of Special Projects
    National Shoe Retailers Association


 Oh my gosh – the class is all raving about the education you provided on Retail Finance.  The "WOW" factor has been achieved!!!!

You’ve got to feel great – certainly I do. More importantly, the class loved it.
-- Sandi GroveRetail Training Manager
    Hallmark Cards, Inc

 


Your presentation, "The BIG Picture: How Retailers Must Think Today" was well received with the attendees giving you top marks. 

We received very positive comments such as "Prep + delivery + presentation = excellent information" and "It was amazing & understandable and I look forward to application."

You received some of the highest ratings from those who attended sessions.
-- Mary Ann Hunt, Executive Director
   Natural Products Association - Northwest  


 

Fee Schedule
Onsite Workshops/Breakout Sessions

(60/75/90 minutes)

All presentations are by Pat Johnson and Dick Outcalt, Co-Founders of The Retail Owners Institute, who are described as "the foremost retail financial motivational speakers" (and that's not an oxymoron!) 

Pat and Dick speak only as a team (and yes, they occasionally interrupt one another.)  They use  no lecterns, no notes, three large 4'x6' whiteboards, and, get this, no PowerPoints!

Their promise is that everyone will "get it", and they have delivered on that promise to more than 10,000 retailers.

Their speaking fees are All-Inclusive; Sponsors have no surprises.  
The flat fee for 60 to 90 minute presentations covers Speaking Honorarium + all travel, meals, and lodging expenses for both presenters.  Special pricing options are available for quantity packages.

Contact Dick Outcalt for details. 800.499.7531, or via email.
22 NOV
2024

The ROI's Empowering Tools & Resources

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The all-in-one resource for retail financial success. Member Access gives you unlimited tools, training, and insights built exclusively for retailers like you.

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Get fast, actionable insights to manage cash flow, inventory, and profits. The ROI empowers you to make informed financial decisions for your store without hiring expensive consultants.

Trusted by Thousands of Retailers:

"I learned a lot, and found it easy to understand. I'm really impressed by how accessible you make this complicated financial information."
– Owner, Home Accessories Store

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--Owner, Gift Shop & Gallery


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With The ROI’s Member Access, here’s what you’ll unlock:

  • Interactive Projecting Calculators
    Built for strategizing, not accounting. Run “What if…?” scenarios in seconds. From profit plans to buying plans and integrated cash flow projections, these retail-friendly calculators put financial insights right at your fingertips.
  • 20+ Recorded Strategic Retailing Webinars
    Watch on-demand webinars by retail strategists, covering cash management, inventory control, profit planning, and more. 
  • 50+ How-To Articles and Guides
    Gain a deeper understanding of inventory control, profit margins, and expense management with guides written by retail finance pros.
  • 4 eLearning Courses with Specialized Retail Projecting Calculators
    Explore Profitability, Inventory Buying, GMROI, and Cash Flow strategies with practical, self-paced online training and captivating "What if...?" calculators.

Plus:

  • 9 Short How-To Videos on retail finance basics
  • Confidential Access—view and plan your finances privately, anytime you need
  • And much more...

Designed Exclusively for Retailers

The ROI's proprietary and unmatched tools make it easy to get the big-picture insights you need without diving into accounting. The focus is on looking ahead, comparing the financial impacts of your choices in advance—helping you stay ahead with tools for forward-thinking decisions.

Imagine if you could…

  • Instantly see how much inventory you should order next season.
  • Determine the impact of a promotion on your profit margins.
  • Project cash flow so there are no end-of-month surprises.

Don’t just take our word for it:

"I’ve been in retailing a long time and The ROI has changed the way I look at my financials. Their tools are essential!"
– CFO, Sporting Goods Chain

"This has really made a difference for us! It's acted as a springboard to initiate a new philosophy of spending at our store. The ROI has had a profound effect on our business. Thank you."
--Owner, Gift Shop

“This has changed the way I look at my business. The ROI tools are tailored for retailers, and I’m already seeing the difference in our cash flow.”
President, Furniture Store

“Since joining The ROI, I finally feel confident in my numbers. I can easily see the effects of my choices on profits and cash flow.” 
–Clothing Boutique Owner


See Results. Save Time. Reduce Stress.

With The ROI Member Access, you get everything you need to feel confident about your store’s finances:

  • Control Your Cash Flow
    Avoid surprises by predicting and planning ahead.
  • Optimize Inventory
    Take the guesswork out of ordering and maintain the right stock levels. See how and why inventory turns matter to cash flow.
  • Increase Profit Margins
    Test out pricing, promotions, and expenses to see their impact before making big decisions.

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Enjoy unlimited access to all of The ROI’s tools, guides, and webinars. Cancel anytime.
If The ROI doesn’t meet your needs, just let us know. 


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