Virtual Forum For Owners

Delivered by the Next Level Exchange Team

In partnership with Kaye Bassman International

virtual-forum-300x300The Owner’s Forum that was once conducted only once a year is now offered on-demand and with no travel required!  Do you have an effective blueprint to grow the firm you desire?  Don’t reinvent the wheel – be exposed to the blueprints that created the largest single-site search firm in North America.  This Owner’s Forum is exclusively designed for search firm owners and senior leadership who want to grow their firms – not just their desks or practices.

The documents you will receive immediately consist of all legal documents – including every fee agreement, operational policy, compensation plan, and equity program that Kaye/Bassman has created.  They include every conceivable form, program, and procedure pertaining to hiring, training, performance management, and culture.  These documents are just a small part of the manuals you will receive and only a small portion of the value of the most impactful owner’s workshop you may ever attend.

Delivered at the time and frequency of your choice, each of the eight 90-minute Webinars covers a specific piece of the infrastructure of a sustainable and profitable search firm.  The schedule and agenda can be modified based on individual needs and expectations.


Sign Up Now


Dates: Virtual

When: Each of the 8 Customized Webinar Sessions cover a key ingredient of best practices for growing, operating, and leading a successful search firm.  Webinars are approximately 90 minutes in length, and can be delivered either once per week at the same time for eight consecutive weeks, or once every other week for sixteen weeks.

Where: Customized based on the Owner’s schedule and preference.

Why: The takeaways include skills, concepts, and action plans that will have an immediate impact on your business, as well as all legal documents, fee agreements, operational policies and compensation plans developed by Kaye/Bassman.

Schedule Example:

• #1: Jeff Kaye to cover overview of search models and helping to create the right one for you. We will also cover attracting experienced search consultants/owners to your organization.

• #2: Nick Turner (Kaye Bassman Co-CEO) will cover operations which includes all comp plans, policies, procedures, tracking, counting, technology, fee agreements, employment agreements, etc.

• #3: Nick Turner will continue operations section

• #4: Karen Schmidt (Director of Training) will cover establishing new search practices, hiring, and training.

• #5: Karen will continue with sections not covered on previous call, and will also cover performance management

• #6: Darren McDougal: (heads up marketing communications at Kaye Bassman) will cover all relevant aspects of marketing and communications for your firm. In addition to the general material in the program, he will give you an overview of your site and any material you have and give you specific feedback and suggestions for possible improvement.

• #7: Rob Mosley: will cover leadership, performance management, and coaching between you and your team.

• #8: Jeff Kaye: will cover equity plans, culture and wrap up.

Price (must be a current subscriber to NLE)    $12,500

If you would like the Candidate & Client DVD Series and Workbooks: $699 (regularly $1,398)



Biographies of Your Facilitators


Jeff Kaye – Managing Partner, Co-Chief Executive Officer

Jeff is the Co-Chief Executive Officer of Kaye/Bassman International and Next Level Exchange and Co-Managing Director of Sanford Rose Associates®. Jeff has helped Kaye/Bassman-Sanford Rose Associates grow into the 11th largest search firm in the Americas and Next Level into the world’s largest training firm exclusive to the recruiting industry with over 1000 clients in 30 countries. His organization has won national awards for philanthropy and workplace flexibility, and has been named the #1 “Best Company to Work for in Texas” four consecutive years.

During his 25 year tenure in the industry, he was named one of the most influential leaders in the staffing industry as well as awarded the 2013 Knutson Memorial Award for Lifetime Achievement in Recruiting.  He is considered an industry expert having appeared on CNN, FOX, Bloomberg, and NBC; and is quoted regularly in publications including USA Today, The Wall Street Journal, Business Week, Time, and Fortune. Jeff is also a frequent speaker within the staffing and human resources community and been featured in dozens of international training meetings and videos. He lives in Dallas with his wife, Tracy, and their three children.



Nick Turner – Managing Partner, Co-Chief Executive Officer

Nicholas L. Turner (Nick) is the Co-Chief Executive Officer of Kaye/Bassman International and Next Level Exchange and Co-Managing Director of Sanford Rose Associates. Post degree, Nick spent several years working in the financial industry, and has spent upwards of 16 years since in the executive search industry. Nick’s primary role for all three organizations is the management of all operations, technology, legal and financial matters. He insures accurate and effective utilization of key functions and services throughout the continuance of business activity, overall operations for the network and corporate operations.

Nick holds the responsibility for the creation, design, application and integration of new and existing programs and services, information technology infrastructure and global operations.  He serves his Next Level clients with guidance related to business modeling, strategic expansions, operational infrastructure, and financial consulting. Nick earned a Bachelors in Business Administration majoring in:  Finance, Real Estate with an emphasis in Accounting and Economics from Baylor University.  He has been published and quoted in numerous business publications to include the Wall Street Journal, New York Times, Dallas Morning News, CNN, CNBC, Fox Business and has been recognized as a leading consultant to the search industry for operational and financial solutions.  Nick resides in Dallas, Texas with his wife Lauren and three boys Holden, Sutton and Corbin.



Rob Mosley – Managing Partner, Senior Director of Training and Development, NLE

Rob is the Sr. Director of Training and Development for Next Level Exchange. Rob comes to NLE from MRINetwork™ Corporate in Philadelphia, PA, where he served as the Chief Learning Officer, responsible for all training and sales development of 1,100 offices worldwide. Previously Rob was with the Acclivus Corporation, an international performance development company. He has facilitated the Acclivus curriculum on five continents and was part of the Acclivus team responsible for global relationships with companies as diverse as Dell Inc., Accenture, KPMG Consulting and Dun & Bradstreet. Rob’s knowledge of the search industry comes from 10 years with Merritt Hawkins and Associates, part of the MHA Group of Companies, the nation’s leading provider of clinical healthcare staffing and consulting services. He served as Vice President of Training and Corporate Development. He holds master certifications in Consultative Selling, Performance Coaching, Advanced Sales Negotiation, Strategic Client Communication, and Major Account Planning & Strategy. He is a licensed facilitator for Stephen Covey’s The 7 Habits of Highly Effective People. Rob is a keynote speaker and facilitator at continuing education seminars in the areas of Recruiting, Sales Execution and Performance Development. Past credits include the American Staffing Association, MRINetwork Global Conferences, the Executive Healthcare Conference, the Texas Hospital Association and the Medical Group Management Association. Rob holds a BA (cum laude) and JD from Baylor University.



Karen Schmidt – Managing Partner, Senior Director of Training and Development, KBIC

Karen Schmidt is a Managing Partner with Kaye/Bassman International and oversees all training initiatives and ongoing career development organizationally. On behalf of Next Level Recruiting Training and the Next Level Exchange, Karen is a frequent consultant to search firm owners who have a greater vision of growth, hiring, and training. She also serves as the Director of the Kaye/Bassman Foundation, responsible for all fundraising efforts supporting MDA and City House. Since inception, the Foundation has donated over $1,200,000 to these deserving charities.

When joining Kaye/Bassman in 2001, Karen specialized in the search and recruitment of professionals for clients in the Commercial Construction, Specialty Contractors, and Real Estate Development markets. She finished in the top five project staff in 2004 and 2005, achieved the distinction of becoming a Pacesetter within the company, and reached a personal production of over $1,000,000 before transitioning into a leadership role. In 2006, Karen pioneered the redevelopment of KBIC’s corporate training program and subsequently created the Next Level Foundation Program compiling best practices from industry trainers and big billers from around the globe. Past speaking credits include The Fordyce Forum, the National Association of Personnel Services (NAPS), the Texas Association of Personnel Consultants (TAPC) Texas Tour, the Mid Atlantic Association of Personnel Consultants, and the North Carolina Association of Staffing Professionals. Karen graduated from Southern Methodist University in Dallas, Texas with a degree in General Business. In 2010, Karen was recognized by the Dallas Business Journal’s “40 Under Forty,” a list of rising young leaders in the Dallas area.



Darren McDougal – Managing Partner, Marketing Communications, KBIC, NLE, Next Level Marketing Communications

Darren has over 20 years of marketing and technology experience in corporate communications broadcast, online, and print mediums.  His responsibility includes the overall direction of the production, delivery and marketing of the firm’s products and services at Next Level Exchange. His corporate marketing career began in 1988 with a Fortune 500 retail firm.  In 1993, Darren founded the MCD Group, providing broadcast media production and consulting, web development and IT solutions to the financial services, entertainment, technology and recruiting/staffing industries.

Since joining Kaye/Bassman in 2006, and becoming Managing Partner in 2007, Darren has designed and delivered scalable online solutions including corporate Intranet systems, online training programs, corporate websites, social media strategies, mobile websites, and brand management programs. He has managed a similar role for Next Level Exchange, LLC, responsible for overseeing the delivery of the NLE brand, online subscription system, ecommerce, ongoing video productions, mobile versioning, and rookie training programs. Darren has a consulting role helping search firms grow in all aspects of business marketing, brand management, mobile marketing, and strategic business development.

Darren is an industry resource for marketing communications strategy as featured in The Fordyce Letter, The Dallas Morning News, Dallas Business Journal, NBC, Mix Magazine, Marquee Magazine, Adweek, B2B Magazine, Incentive Magazine and Odwyers PR Daily. 



At the core, your business needs systems that will adapt to the changing needs of your associates. We will expose you to the compensation models, career paths, and organizational programs that reward the individual contributor, manager, and veteran producer. You will learn about all the back office procedures and tracking systems to help you manage an efficient search firm. Take away materials include: compensation models, employment and search agreements, HR policies, career path overviews, team rules, and other beneficial operational materials.

  • Compensation plans
  • Organizational structures
  • Career progression/path
  • Legal issues
  • Practice and industry rules
  • Technology
  • HR related issues

Developing New Practices & Creating an Effective Hiring Plan

As competition and fee pressures increase, diversification and differentiation become more critical than ever in creating a winning strategy to combat their effects. And, just as the war for talent rages for our clients, it does so for search firms as well. This powerful session will deliver incredible value as it explains how to capture greater market share by expanding your existing practices, as well as, leveraging them to develop new ones. You will hear in detail how we expanded to over twenty practices and hired fifty new recruiters over the last year who are all still at Kaye/Bassman. Take away materials will include:

  • Strategy for developing new practices
  • Practice plan template
  • Checklist for building a new practice
  • Effective position postings
  • Strategy to hire experienced recruiters
  • Direct recruiting electromail
  • College recruiting program
  • Associate referral program
  • Interview and on-boarding process and forms
  • Exit interview forms

Marketing Communications

Your image and reputation is at the core of “who you are and what you stand for.” This session will teach you how to build a world-class look and feel regardless of your organizational size and experience. You will meet the person responsible for building our state of the art programs from web and collateral materials to proposals and PowerPoint presentations.

  • Branding
  • Marketing strategy, messaging calendar and message development
  • Website strategy, content management and planning
  • Social media and blogging
  • Collateral materials
  • Public relations, media relations, and Search Engine Optimization
  • Video & e-mail campaigns

Leadership & Performance Management

Understanding the difference between leadership and management and the need to provide both to your organization becomes critical to building a Next Level search firm. This session will focus on the key attributes of both while exposing you to the essential ingredients of implementation, efficiency, accountability, and the power of driving behavioral change organizationally. Take away materials will include:

  • Defining standards of performance
  • Coaching the alpha male (and female)
  • Performance metrics
  • Creating effective coaching sessions
  • Performance reviews
  • PAR sheet (progress, analysis and review)
  • Accountability & expectation form
  • Commitment & goal sheet
  • Project next level (rookie behavioral change program)


This material will expose you to an ongoing training philosophy tailored to the individual developmental needs of your organization. No matter how large or small your firm, training on the fundamentals as well as ongoing development remains consistent. We will discuss how to best ramp up new associates, metrics to manage, and how to course correct specific red flag areas. Also discussed will be training timeline, collateral materials, special courses, morning meeting ideas, and much more. Take away materials will include:

  • Rookie training program
  • Advanced training program
  • Management & leadership training
  • Continuing education program
  • Planning documents
  • Training materials
  • Fee agreements/contracts

Equity Programs

The last thing you want to do as an owner or manager is lose your best producers and train your competition.  This session will show you a way to implement a financially driven retention program that has delivered superior results. You may have asked yourself, “How does Kaye/Bassman retain their Big Billers?” KBIC boasted a 100% retention rate in 2008 of 30+ partners. This session will break down this program into the fundamentals so you can completely understand the features and benefits to both the owner and producer. In addition to covering a range of options, you will be given the actual documents of the KBIC equity program.  AON Consulting was engaged to create the framework and then an accounting firm and law firm were paid to formalize the plan and create the necessary documents. About $75,000 was spent in fees and every attendee will receive all documents of this plan inclusive of the forum investment. Take away materials will include:

  • Equity program
  • Legal documents
  • Stock option distribution plan


Building a winning culture is essential for growth and retention. Learn the programs that will create a “best place to work” for your organization. Take away materials will include: incentive programs, contests, advisory council program, internal corporate surveys, and milestone programs.

  • Creating a “Best Place to Work” environment
  • Contests, awards and recognition programs
  • Kids/spouse involvement
  • Off-site and town hall meetings
  • Parties and celebrations
  • Mission/vision statement, values and life laws
  • Advisory council
  • Charitable programs



This was the best and most open and informative seminar I’ve attended in my 30 years in the industry. Jeff Kaye and his Next Level team are truly going to push you to levels of performance you never dreamed possible and I left the meeting with at least five immediate practice altering concepts that will double or triple my business in the next five years.
Tom Duerr, CEO/Founder
System1 Search


As a young business owner who knew my business as well as the best of them, I was challenged with how to grow my organization at the controlled, aggressive pace that the current market requires.  Too fast, and you get sloppy.  Too slow, and you get left behind.  Implementing the right procedures and training help attract talent, but retaining that talent is something else.  I needed a partner.  A mentor.  That partner and mentor was The Next Level Exchange.  From the moment I first spoke with the Next Level team at the Forum, their energy and knowledge inspired and guided me to help my company become what we needed to, and still are yet to become.


What started out as just my partner and me has turned into a reputable, Wall Street based company with over 50 employees, and we continue to grow.  I can’t recommend the Next Level Exchange Forum highly enough, and trust that while holding the course they guide, you will undoubtedly enjoy the growth and success that you desire.

Kristina Marino, Founder
IT Accel, Inc.


My business partner and I heard a lot about Jeff Kaye’s Next Level Owner’s Forum, but we never were able to physically attend any of the sessions that were marked on the calendar, so we asked if it was possible to have these sessions done remotely – although it had only once been done before, we wanted to give it a shot. Well after going through these sessions until our “lessons” were completed, we were so very pleased with how it worked out. For us, being as busy as we were, they were able to customize the sessions to us, when it made sense (day of week and time).  We were very happy with the content and thought it was a well worthwhile investment in our business. Jeff and his team are Pros, and they selflessly shared all of their hard work and experience (both the great things, and speed bumps they experienced) in building the successful firm they have with you, the “student”, who else would do that? All in all, we were extremely pleased with the outcome of the forum and would highly recommend it to others that would like to continue to develop their firm.
Steven Y. Raz, Co-Founder & Managing Partner
Cornerstone Search Group, LLC


Next Level Recruiting Training should absolutely be a requirement for anyone that would like to take their recruiting firm to the next level! As someone that had 7 years in the recruiting industry and over $3 Million in lifetime cash-in, I can easily say it was the single most eye-opening and impactful educational experience of my career. I personally felt like it was a tremendous opportunity to avoid mistakes that most people are going to make in this business by learning the ins & outs of a finely tuned business model that is at the top of it’s class.


In a very intense and packed 2-day session, the Kaye/Bassman Team will take you on a journey that will increase your office earnings and help you build a recruiting business exponentially in a very short time. You’ll see and feel the results of a dramatically changing company culture and business strategy – a better way to grow your business!
Jeremy Sisemore, President & Founder
SearchPath International of Houston


Just the information that I needed at the perfect time that I needed it. I thought I had seen all compensation plans and organizational charts in the business until this Next Level forum. I’ve spent 27 years searching for this huge volume of invaluable material!
Jay Adams, President
Adams, Inc.


The single best investment in training and business I’ve made in my 40 years in the recruiting business. You have exceeded all my expectations.
Carlos Rodriguez, CEO & President
MRI Puerto Rico


Being able to spend time with leaders who have established one of the leading firms in North America was fantastic.  We are now looking to implement a number of the suggestions and not having to reinvent the wheel will save us time, money and heartache.  I strongly recommend the Building a Next Level Search Firm training.
Philip Carrigan, Founder
Morunda K.K., Tokyo Japan


I have been in recruiting for 25 years and this was a mind blowing experience! I felt the forum had paid for itself by lunch of the first day.
Jeff Mitchell, CEO
The Mitchell Group


I wanted to take a moment to say thanks again to you and your staff on a very informative and worthwhile experience at the NLRT event, Building a NEXT LEVEL Search Firm.The event was very well organized and I really learned a great deal over the three days. I learned a number of new things as well as validated much that we are already practicing. As an independent firm charting our own course, both are invaluable. You and Kaye Bassman have traveled a road that many of us have not traveled and the sharing of your insights, mistakes, as well as your high performance best practices will literally save us thousands of hours of pain and suffering and earn us millions of dollars. The wisdom you shared is priceless and I can’t thank you enough.


We very much look forward to continuing to work with you and NLRT now and in the future in the building of our world-class professional services organization. Thanks again.”

Joseph B. Hunt, Senior Partner
J.B. Hunt Executive Search, LLC


Read More Virtual Testimonials Here