"Theo did an excellent job in preparing and teaching our 'financial' classes: within a short time he developed curriculum, material and schedules for several courses and made it possible that we could start the program in time and good order. His knowledge and planning approach have been truly impressing. His students loved his easy-to-follow presentations and his good sense of humor. "

Skill Sets:

Training and coaching business owners and executives in the areas of
reviewing business positioning and performance, creating strategies and concepts for business development, developing short term and long term business plans and planning processes, establishing roadmaps and plans for expansions, re-structuring, etc. business and “thinking outside of the box”.

Workshops and one-on-one information sessions about developing business plans and planning concepts in small size businesses trade and business opportunities in the European Union (esp. Germany) proven financing and financial structures in small businesses employee benefit packages and executive incentive packages.

Co-operation with other trainers in marketing concepts, human resources planning and business organization.

Trainer Profile:

Born and raised in Germany Theo Schmidt went through an in-depth education in the financial services and banking area: branch manager, mortgage underwriter, small business relations, global investments. He worked in Germany, Spain and the Netherlands.

Based on that Theo took on executive assignments in other industries and areas: real estate project management and financing, counseling of small businesses, computer systems distribution and implementation, business restructuring in the German re-unification process. He also facilitated trainings and workshops in community schools, colleges and corporate environments.

After his immigration to Canada Theo did loan monitoring, case counseling and special project management for the Business Development Bank. He developed training units for financial advisors and created curricula and training material for financial planners in pre-licensing courses; he also taught several classes for Islands Office Trends in Victoria in the same area.

Theo likes to work in one-on-one arrangements or in small productive groups. He is frequently invited by business instructors from Camosun College and Royal Roads University to speak about special topics and case studies.