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Business Management

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Content related to hiring staff, ethics, office policies/procedures, finance and total quality management.

83 Results

  • North American Leadership Conference 2019

    Contains 2 Component(s)

    PPAI’s North American Leadership Conference (NALC) is a strong results-driven program, led by an elite group of recognized industry leaders and innovators. NALC, attended by approximately 140 industry leaders, focuses on strategic foresight and dives into the most relevant, top-of-mind business issues and ideas impacting the promotional products industry. A top-notch event helping our members see, analyze and sort through the myriad of information being thrown at them daily so they can capitalize on opportunities and prepare best for the future.

    PPAI’s North American Leadership Conference (NALC) is a strong results-driven program, led by an elite group of recognized industry leaders and innovators. NALC, attended by approximately 140 industry leaders, focuses on strategic foresight and dives into the most relevant, top-of-mind business issues and ideas impacting the promotional products industry. A top-notch event helping our members see, analyze and sort through the myriad of information being thrown at them daily so they can capitalize on opportunities and prepare best for the future. For more information beyond registration, please check out our event site.

    To register for any of PPAI's live education events, individuals must be listed the company roster of a business in The PPAI Directory. Each registration requires an individual login. For assistance logging in, contact Membership at 888-426-7724 ext. 3900 or email Membership@ppai.org

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    MAS 10.0 will be added to your transcript after completed NALC 2019. 

    Cancellation Policy
    Cancellations must be received in writing prior to Sunday, July 7, 2019 and are subject to a $150 processing fee. Refunds will be processed within 30 days after the cancellation. Refunds will not be granted after July 7th nor will they be given for no-shows. Please email cancellations to Emery Colbert.

    For the conference agenda, the housing registration information or the sponsorship list, please check out our event site. 

  • Combo: North American Leadership Conference and Tech Summit 2019

    Contains 2 Component(s)

    PPAI’s North American Leadership Conference (NALC) is a strong results-driven program, led by an elite group of recognized industry leaders and innovators. NALC , attended by approximately 140 industry leaders, focuses on strategic foresight and dives into the most relevant, top-of-mind business issues and ideas impacting the promotional products industry. A top-notch event helping our members see, analyze and sort through the myriad of information being thrown at them daily so they can capitalize on opportunities and prepare best for the future. The PPAI Tech Summit delves into the most relevant, top-of-mind technology issues, challenges and ideas impacting the promotional products industry. It is designed for IT professionals, decision makers and executives responsible for their organization’s technology environment. Running August 15-16, Tech Summit will be held immediately following the North American Leadership Conference (NALC), which ends August 14. Tech summit begins on the evening of the 14th with a Welcome Event.

    PPAI’s North American Leadership Conference (NALC) is a strong results-driven program, led by an elite group of recognized industry leaders and innovators. NALC , attended by approximately 140 industry leaders, focuses on strategic foresight and dives into the most relevant, top-of-mind business issues and ideas impacting the promotional products industry. A top-notch event helping our members see, analyze and sort through the myriad of information being thrown at them daily so they can capitalize on opportunities and prepare best for the future.

    The PPAI Tech Summit delves into the most relevant, top-of-mind technology issues, challenges and ideas impacting the promotional products industry. It is designed for IT professionals, decision makers and executives responsible for their organization’s technology environment. Running August 15-16, 2019 Tech Summit will be held immediately following the North American Leadership Conference (NALC), which ends August 14. Tech summit begins on the evening of the 14th with a Welcome Event.

    To register for any of PPAI's live education events, individuals must be listed the company roster of a business in The PPAI Directory. Each registration requires an individual login. For assistance logging in, contact Membership at 888-426-7724 ext. 3900 or email Membership@ppai.org

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    MAS 10.0 will be added to your transcript after completed NALC 2019. 

    Cancellation Policy
    Cancellations must be received in writing prior to Sunday, July 7, 2019 and are subject to a $150 processing fee. Refunds will be processed within 30 days after the cancellation. Refunds will not be granted after July 7th nor will they be given for no-shows. Please email cancellations to Emery Colbert.

    For the conference agenda, the housing registration information or the sponsorship list, please check out our event site. 

  • Technology And The Future Of Our Industry

    Contains 3 Component(s), 1 credit offered Includes a Live Event on 02/13/2019 at 1:00 PM (CST)

    Virtual Reality. Augmented Reality. Unregulated Cryptocurrencies. Technology is evolving rapidly and there is no shortage of hype about the “Next Great Thing.” Join David Shultz as he shares the technology trends he believes will have the greatest impact on our industry in the near future.

    Virtual Reality. Augmented Reality. Unregulated Cryptocurrencies. Technology is evolving rapidly and there is no shortage of hype about the “Next Great Thing.”  Join David Shultz as he shares the technology trends he believes will have the greatest impact on our industry in the near future.

    David Shultz

    Vice President of Supplier Partnerships

    David Shultz is the vice president of supplier partnerships for commonsku. David has more than 17 years of experience in the promotional products industry and is the former vice president of operations at Distributor Central. A recent PPAI Fellow inductee and recipient of PPAI's Industry Collaborator award, he is the incoming president of the Promotional Products Association Midwest (PPAM) and serves as a member of the Regional Association Council (RAC). In his new role, David will work with suppliers to help them connect with distributors more effectively, as well as help them integrate with Promo Standards to achieve better operational efficiency.

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    1.0 CREDIT

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • Managing Your Finances In The Cloud With QuickBooks Online

    Contains 3 Component(s), 1 credit offered Includes a Live Event on 01/30/2019 at 1:00 PM (CST)

    This webinar by John Meaney will focus on the benefits of using QuickBooks Online to manage your business finances. Learn how Intuit is powering the prosperity of small businesses by creating a product that requires zero data entry. Find out how to reclaim up to 11 hours per month by maximizing the functionality of cloud-based accounting with QuickBooks Online.

    This webinar will focus on the benefits of using QuickBooks Online to manage your business finances. Learn how Intuit is powering the prosperity of small businesses by creating a product that requires zero data entry. Find out how to reclaim up to 11 hours per month by maximizing the functionality of cloud-based accounting with QuickBooks Online.

    John Meaney

    Key Accounts Manager

    John Meaney manages the Key Accounts Team at Intuit. He’s been with the company for 13 years holding a variety of roles with a focus on empowering Small Businesses for financial success. In 2015 Meaney obtained the Certified Franchise Executive designation from the IFA and has helped some of the nation’s largest franchise organizations convert and standardize on the QuickBooks Online cloud-based product line. Meaney is a graduate of Texas Christian University and currently lives in McKinney, Texas with his wife and two daughters. In his spare time, he likes to run—a lot.

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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • It Pays To Prepare: Know Your State’s Chemical Regulations To Mitigate Risk

    Contains 3 Component(s), 1 credit offered Includes a Live Event on 01/23/2019 at 1:00 PM (CST)

    Increased regulations of chemicals and consumer products containing regulated chemicals continues to significantly impact all industries. This session by Jennifer Barbarisi and Danielle Iverson will focus on state chemical regulations impacting key sectors in the promotional product industry and will provide chemical management strategies that manufacturers can take to mitigate risk.

    Increased regulations of chemicals and consumer products containing regulated chemicals continues to significantly impact all industries. This session will focus on state chemical regulations impacting key sectors in the promotional product industry and will provide chemical management strategies that manufacturers can take to mitigate risk. This session will qualify as an elective for the Product Safety Awareness initiative.

    Jennifer Barbarisi

    Senior Regulatory and Product Compliance Consultant

    Jennifer Barbarisi is part of TÜV Rheinland’s North America retail team. In her role as a Senior Regulatory and Product Compliance Consultant, Barbarisi supports clients based in North America with compliance to national and international regulations affecting the toy and promotional products industries.  In addition, Barbarisi works closely with TUV’s global laboratories on alignment and interpretation of U.S. federal and state regulations. Barbarisi has over 10 years of hands-on technical experience in product safety and compliance for consumer products. Formerly working for UL and STR , Barbarisi held the position of North American Toy Technical Lead and has served as the Global Account Manager for several toy companies. Barbarisi has been involved with committees, including the as the ASTM F15.22 subcommittees, ASTM F15 juvenile product subcommittees, Safety Standards and Technical Committee (SSTC) and TS TAG to ISO/TC 181 on Toy Safety. Barbarisi completed Saint Louis University’s Advanced Product Safety Management course in September 2017.

    Danielle Iverson

    Senior Regulatory and Product Compliance Consultant

    Danielle Iverson, Senior Regulatory and Product Compliance Consultant with TÜV Rheinland of North America, provides guidance and recommendations to clients regarding testing and quality assurance programs. Iverson also helps to implement protocols designed to protect clients’ brands, ensure compliance with national and international compliance regulations and minimize risk for apparel, textiles and footwear. Before joining TUV Rheinland, Iverson was the Director of Regulatory and Legislative Affairs with the Juvenile Products Manufacturers Association (JPMA). Iverson also served as Director of Government Affairs with the American Apparel & Footwear Association (AAFA). She received a bachelor’s degree in international affairs and Japanese language and literature from George Washington University and an associate’s degree in fashion design from Parsons School of Design.

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    1.0 Credit

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • 10 Tips for New Managers 

    Contains 4 Component(s), 1 credit offered Recorded On: 12/05/2018

    Without question, managing people is one of the most challenging professional experiences. While some people are born with great management skills, others must learn them. From conducting critical conversations to providing feedback, and from documenting interactions to conducting safe terminations, this session provides some golden nuggets for professionals looking to develop new management skills or for seasoned managers who just want a refresher. Learn to recognize common management pitfalls and how to avoid them; learn new communication skills and techniques, and understand how to safely and effectively manage a diverse workforce.

    Without question, managing people is one of the most challenging professional experiences. While some people are born with great management skills, others must learn them. From conducting critical conversations to providing feedback, and from documenting interactions to conducting safe terminations, Claudia St. John provides some golden nuggets for professionals looking to develop new management skills or for seasoned managers who just want a refresher. Learn to recognize common management pitfalls and how to avoid them; learn new communication skills and techniques; and understand how to safely and effectively manage a diverse workforce.

    Claudia St John, SPHR

    President of Affinity HR Group, LLC

    Claudia St. John is President of Affinity HR Group, LLC – a national human resources consulting firm that serves as an affinity partner for PPAI members. Claudia is an HR professional with 20 years' experience in global human resources, employee benefits, management consulting and communications. She specializes in strategic planning, employee engagement, organizational development, recruitment and executive career management.

    Claudia's prior experience includes serving as senior consultant for Mercer Human Resources Consulting, the nation's top HR consulting firm, in Washington DC and Geneva Switzerland, Vice President for People for POMCO Group, Manager of the Blue Cross Blue Shield Association's National Labor Office and Senior Policy Associate for the AFL-CIO. She holds an undergraduate degree in employee benefits and labor relations from The American University and a master's degree in business and public administration from The George Washington University. She holds a Senior Professional in Human Resources (SPHR) certification and is a member of the Society for Human Resource Management and maintains many certifications in workplace testing.

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    1 Point

  • How The Section 301 Tariffs Are Affecting The Promotional Products Industry

    Contains 4 Component(s), 1 credit offered Recorded On: 12/04/2018

    PPAI has enlisted the help of an experienced trade counsel to translate the Section 301 tariff list into a plain language guide about the items that are on the list. The third group of products that were named in the Section 301 investigation listed several items that are prevalent in the promotional products industry, specifically. This session will offer an in-depth look at the products listed and offer best practices for managing the effect of the tariffs.

    PPAI has enlisted the help of an experienced trade counsel to translate the Section 301 tariff list into a plain language guide about the items that are on the list. The third group of products that were named in the Section 301 investigation listed several items that are prevalent in the promotional products industry, specifically. This session will offer an in-depth look at the products listed and offer best practices for managing the effect of the tariffs. This session will qualify as an elective for the Product Safety Awareness initiative. 

    Josh Teitelbaum

    Counsel, Public Law & Policy

    Joshua Teitelbaum serves as counsel in the public law and policy practice and advises clients across diverse industries on issues related to trade and health policy, among others.

    Practice & Background

    Prior to joining Akin Gump Strauss Hauer & Feld LLP, Teitelbaum served as Deputy Assistant Secretary of Commerce for Textiles, Consumer Goods and Materials with the International Trade Administration in the U.S. Department of Commerce (DOC). While serving in this role, Teitelbaum was a policymaker for and public advocate of the Obama administration’s highest international trade priorities. His work included substantial contributions to the development of the Trans-Pacific Partnership (TPP) agreement, the Trans-Atlantic Trade and Investment Partnership (TTIP) and the DOC’s implementation of the conflict minerals provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act, among other multilateral, regional and bilateral trade initiatives. His work spanned a broad cross section of U.S. industries, including textiles, apparel, home furnishings, processed foods, distilled spirits, recreational transportation, cosmetics, chemicals and building materials. Teitelbaum also served as the chairman of the Committee for the Implementation of Textile Agreements, which supervises the negotiation and implementation of textile and apparel contracts.

    Prior to his role at the DOC, Teitelbaum served as staff director for the U.S. Senate Health, Education, Labor and Pensions (HELP) Subcommittee on Children & Families; as legislative assistant to Sen. Kay Hagan (D-NC); and as legislative counsel to Rep. Steve Israel (D-NY), where he advised on a range of issues, including health care, education and financial services.  Teitelbaum’s experience with health care policy, in support of members of both the House and Senate, includes navigating the passage and subsequent implementation of the Affordable Care Act, as well as the FDA Safety and Innovation Act of 2012 to reauthorize and modify the review processes for drugs, devices and biologics. He worked closely with constituent health care providers, including nursing and physician practices, hospital systems and patient advocates.

    Teitelbaum received his law degree. from The George Washington University Law School in 2008 and his bachelor’s degree from Cornell University in 2005.

    Suzanne Kane

    Counsel, International Trade

    Suzanne E. Kane is a member of the international trade practice.

    Practice & Background

    Suzanne Kane counsels clients on U.S. laws and policies affecting international trade and business, including customs and import control laws.

    Prior to joining Akin Gump, Kane served for over six years as a Senior Attorney Advisor at the Office of International Trade, Regulations and Rulings of U.S. Customs and Border Protection (CBP). In that capacity, she served in the Penalties, Trade and Commercial Regulations; Intellectual Property Rights (IPR) & Restricted Merchandise; and Valuation & Special Programs branches. She issued binding rulings, advisory opinions, internal advice and other agency decisions to various importers and other businesses regarding penalty determinations; the eligibility for NAFTA and other duty preference programs; the proper methods of customs valuation (covering transfer pricing and additions to, or deductions from, transaction value); and country of origin marking and other origin determinations, among other issues.

    Kane played a key role in the administration of CBP’s enforcement of IPR at U.S. borders; for example, she drafted and issued agency decisions regarding seizures of merchandise-infringing trademarks and copyrights and International Trade Commission patent exclusions orders. Kane also conducted IPR enforcement training for CBP officers at various U.S. ports of entry.

    Kane also has experience in CBP’s enforcement of consumer product safety laws. In 2008, the Commissioner of CBP awarded her the Commissioner’s Award for her role in drafting the Importer Self-Assessment Product Safety Pilot Program, which is a trade partnership program jointly administered by CBP and the Consumer Product Safety Commission (CPSC).

    Kane received her law degree from American University Washington College of Law in 2007, where she was a senior staff member of the Administrative Law Review.

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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • Collections Best Practices

    Contains 4 Component(s), 1 credit offered Recorded On: 11/07/2018

    If you’re a business owner, or an employee in your company’s credit department, you already know how difficult debt collection can be. How do you know when a customer is on the verge of becoming a debtor? Do you have a collection policy? Should you have one? Throughout this presentation you will be introduced to some key elements of the best practices in collections, how to use these practices and how to manage your time most effectively.

    If you’re a business owner, or an employee in your company’s credit department, you already know how difficult debt collection can be. How do you know when a customer is on the verge of becoming a debtor? Do you have a collection policy? Should you have one? These are just some of the many questions that arise when working in the credit department. The most valuable tool in accounts receivable is time. Quick answers to these questions mean better results for your debt recovery efforts. The sooner your debts are handled, the quicker you can recover! Throughout this presentation you will be introduced to some key elements of the best practices in collections, how to use these practices and how to manage your time most effectively.

    Randy Frazee

    CEO

    With more than 20 years in the commercial credit industry, Randy Frazee, CEO of BARR Credit Services, Inc., focuses on strategic planning and continued growth through innovations and involved leadership. BARR has become an industry expert across all facets of the commercial recovery process and was recently recognized by the Tucson Metro Chamber as the Best Place to Work, with awards for Innovation Through Technology and Business Growth.  

    Born and raised in Canton, Ohio, Randy is the proud father of two daughters. In his spare time, Randy enjoys golf, football, and volunteering. He serves on the advisory board of The Salvation Army and enjoys supporting company employees who also give their time to various charitable activities. Randy appreciates representing the company in community-service opportunities as well as associations. A member and former president of International Association of Commercial Collectors (IACC), Randy received the IACC Leadership and Distinguished Service Award in 2015 for his dedication and commitment to bettering the association and industry. For Randy, the best part of being a member of the team at BARR Credit Services is the people. “My core value is appreciation and honoring my employees. My people are my assets. I am proud that I can positively impact 80+ families through BARR Credit Services.”

    Tom Barrett

    Tom Barrett works with the marketing department at BARR Credit Services developing strategic marketing initiatives. Barrett has over 30 years of experience in marketing and marketing communications.

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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • SPARK 2018: Hustle Lifestyle

    Contains 4 Component(s), 0.5 credits offered Recorded On: 08/24/2018

    Join Robbie Goldsmith for this 30-minute session, during which he will share how he hustled his way through his ‘20s, and built two companies worth over $1 million dollars by employing 10 Millennials. In this session, attendees will learn how to start from zero, how to manage Millennials, and how to work smarter.

    Join Robbie Goldsmith for this 30-minute session, during which he will share how he hustled his way through his ‘20s, and built two companies worth over $1 million dollars by employing 10 Millennials. In this session, attendees will learn how to start from zero, how to manage Millennials, and how to work smarter.

    Robbie Goldsmith

    Entrepreneur

    Robbie Goldsmith is a 30-year-old entrepreneur who started his first business in college selling licensed apparel to football fans. After graduating from the University of Tennessee-Knoxville wth a degree in business management, he worked first for Enterprise Holdings, then at the Nashville Entrepreneur Center, where he created the world’s first music technology accelerator: Project Music. Since 2015, Goldsmith has raised over $500,000 in capital while launching two additional businesses: Rocket Experiences and Hustle Media.

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    0.5 Points

  • SAGE Show 2018: Stuck in a Rut? Get Your Business Re-energized Fast!

    Contains 3 Component(s), 0.5 credits offered Recorded On: 08/30/2018

    Whether you’ve been in the promotional products industry for one year or 20 years, it’s easy to get complacent and even worse a slump. Being able to re-energize, reinvent yourself and get that success train back on track is imperative in today’s industry. Learn techniques to get your business back on track.

    Whether you’ve been in the promotional products industry for one year or 20 years, it’s easy to get complacent and even worse a slump. Being able to re-energize, reinvent yourself and get that success train back on track is imperative in today’s industry. Learn techniques to get your business back on track.

    Danny Friedman

    Sales Trainer

    Danny Friedman has over 25 years of sales experience and is a multi-million-dollar producer. Friedman's clientele include some of the top companies in the Fortune 500. Friedman combines his promotional products industry experience with other industries he has been in, including office products, real estate and being a multi-line representative in the sporting goods industry. He has been a sales manager and sales trainer for the past 12 years.

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    .5 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • Tech Summit 2018: Recruiting IT Talent

    Contains 3 Component(s), 1 credit offered Recorded On: 08/16/2018

    Do you ever find yourself conducting an interview and you think to yourself this is the perfect person and you want to hire them on the spot? Then two months later you start to feel this person is a total stranger? Imagine the impact poor selection has on customer care, irritated coworkers, possible litigation, rehiring costs, a damaged reputation, and let’s not mention, lost sleep. The bad news about interviewing is we often only scratch the surface, not being able to dig deep during a 45-minute period. Therefore, we rely on resumes, appearance, LinkedIn endorsements and references. The good news is there’s a way to dig deep using a behavioral interview technique that allows the candidate to tell you what past accomplishments they want to talk about. Yep, you let them set the agenda. And you drive the conversation further to find out what the candidate did, said, thought, and/or felt to achieve the accomplishment. Past behaviors are the best predictor of future behaviors.

    Do you ever find yourself conducting an interview and you think to yourself this is the perfect person and you want to hire them on the spot? Then two months later you start to feel this person is a total stranger? Imagine the impact poor selection has on customer care, irritated coworkers, possible litigation, rehiring costs, a damaged reputation, and let’s not mention, lost sleep. The bad news about interviewing is we often only scratch the surface, not being able to dig deep during a 45-minute period. Therefore, we rely on resumes, appearance, LinkedIn endorsements and references. The good news is there’s a way to dig deep using a behavioral interview technique that allows the candidate to tell you what past accomplishments they want to talk about. Yep, you let them set the agenda. And you drive the conversation further to find out what the candidate did, said, thought, and/or felt to achieve the accomplishment. Past behaviors are the best predictor of future behaviors.

    Jennifer Crowfoot

    Professional Development Director

    Jennifer Crowfoot has joined PPAI as the Director of Professional Development. Jennifer comes to PPAI with over 19 years of learning and professional development experience in a variety of industries focusing on facilitation, curriculum development, adult learning, communications and change management. Jennifer has been recognized by the learning and development community by participating as a speaker and panelist at a number of learning conferences.  At the 2008 Perspectives Learning Conference she was the recipient of the Learning Leader of the Year Award, and in 2010 she led her team to receive the Learning in Emerging Business Achievement Award.  Jennifer earned her bachelor’s degree in speech communication and master’s degree in educational human development from Texas A&M University. Outside of work Jennifer enjoys spending time as a Girl Scout Leader and running with Team in Training to support the Leukemia and Lymphoma Society.

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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • Tech Summit 2018: Building a Technology Roadmap

    Contains 3 Component(s), 1 credit offered Recorded On: 08/16/2018

    It is not unusual for companies to lose sight of all the important initiatives going on in an organization. A Technology Roadmap is an easy way to centrally visualize your strategy as well as communicate to internal stakeholders, business owners, and other department leaders, the short-term & long-term strategies and solutions being developed.

    It is not unusual for companies to lose sight of all the important initiatives going on in an organization. A Technology Roadmap is an easy way to centrally visualize your strategy as well as communicate to internal stakeholders, business owners, and other department leaders, the short-term & long-term strategies and solutions being developed.

    David Jackson

    Director of IT

    David has been with Sweda Company since 2015 as the Director of IT.

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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • Tech Summit 2018: Creating Value In A Transformational World

    Contains 3 Component(s), 1 credit offered Recorded On: 08/15/2018

    Today we live in quickly changing times. Just a decade ago, smartphones were just emerging, and we were far from ideas such as connected homes, AI and other things that have rapidly emerged as faces of technology. In this era dominated by technology we will face even greater changes affecting the way we work, live and plan our lives. It will also cause a dramatic change in the things we are passionate about. To help explain the main forces that shape this era, including key technologies, keynote speaker Ian Khan will share how the promotional industry will change as cryptocurrency, connected devices and smart cities gain traction with consumers, while providing inspirational, insightful and actionable strategies that are a must for personal and business success.

    Today we live in quickly changing times. Just a decade ago, smartphones were just emerging, and we were far from ideas such as connected homes, AI and other things that have rapidly emerged as faces of technology. In this era dominated by technology we will face even greater changes affecting the way we work, live and plan our lives. It will also cause a dramatic change in the things we are passionate about. To help explain the main forces that shape this era, including key technologies, keynote speaker Ian Khan will share how the promotional industry will change as cryptocurrency, connected devices and smart cities gain traction with consumers, while providing inspirational, insightful and actionable strategies that are a must for personal and business success.

    Ian Khan

    CNN Featured Futurist, Forbes contributor, 3 Time TEDx Speaker, Author & Filmmaker, Ian Khan is a Technology Futurist on a mission to help organizations find a clear vision for technology powered tomorrow. Ian's insights deal with how technology is affecting our personal lives and businesses, the path to adapt to these rapid changes and why the convergence of Internet of Things, Blockchain & Artificial Intelligence will completely redefine our lives in the future. 

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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • NALC 2018: Leading With Innovation

    Contains 3 Component(s), 1 credit offered Recorded On: 08/14/2018

    Even the most successful organizations must continually reinvent their products, processes and enterprises to remain market leaders in an age of growing change, connectivity and globalization. In this eye-opening presentation, audiences will learn how to thrive in the new operating reality, create competitive advantage and successfully leverage new leadership strategies to adapt to changing times. From more powerful ways to unleash innovation to solutions for better capitalizing on cutting-edge advancements, discover how you and your organization can flourish in tomorrow's world and effectively apply its most crucial success strategies and skills in context.

    Even the most successful organizations must continually reinvent their products, processes and enterprises to remain market leaders in an age of growing change, connectivity and globalization. In this eye-opening presentation, audiences will learn how to thrive in the new operating reality, create competitive advantage and successfully leverage new leadership strategies to adapt to changing times. From more powerful ways to unleash innovation to solutions for better capitalizing on cutting-edge advancements, discover how you and your organization can flourish in tomorrow's world and effectively apply its most crucial success strategies and skills in context.

    Scott Steinberg

    Scott Steinberg is one of the world’s best-known trend experts and strategic innovation consultants, and the CEO of TechSavvy Global, a management consulting and market research firm which helps clients more effectively connect, communicate with and create lasting value for all audiences. A strategic advisor to Fortune 500 firms, non-profits, schools and startups, he aids partners with identifying emerging opportunities and developing powerful leadership, marketing and content strategies designed to capitalize on rising business, social and technology trends.

     As an industry consultant, Steinberg has helped top corporations from Microsoft, Sony and Intel to ESPN and MTV adapt to changing consumer, high-tech and social trends. Hailed as a top technology futurist by leading media outlets including NPR, BusinessWeek and The Wall St. Journal, his advisory work enables clients to identify emerging cultural and technological forces and create powerful business strategies that meet changing market needs. This eye for business analysis has led to his work as a strategic insider for 400+ publications from CNN to The New York Times and Fast Company, and pioneer in the field of digital publishing. A nationally-syndicated columnist who routinely explores topics including change, innovation and connecting generations, he’s also the creator and host of Gear Up, Rolling Stone’s first dedicated blog and video series devoted to consumer technology. A regular guest on ABC, CBS, FOX and NBC, he serves as a featured expert for Fast Company, Inc., Entrepreneur, The Huffington Post and more.


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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • NALC 2018: Change Management: Creating A Culture Of Innovation

    Contains 3 Component(s), 1 credit offered Recorded On: 08/14/2018

    Even the most successful modern corporations, associations and professional groups must continually reinvent their products, processes and operations to remain relevant, given the pace at which the modern marketplace evolves. You can empower both individuals and teams to more effectively embrace paradigm shifts, improve organizational learning and boost productivity with these proven new approaches to leadership, technology and time management. Bestselling business author and consultant Scott Steinberg explains how the market’s most innovative firms are embracing change management, and best practices and leadership pillars you can implement to breed a culture in which innovation thrives.

    Even the most successful modern corporations, associations and professional groups must continually reinvent their products, processes and operations to remain relevant, given the pace at which the modern marketplace evolves. You can empower both individuals and teams to more effectively embrace paradigm shifts, improve organizational learning and boost productivity with these proven new approaches to leadership, technology and time management. Bestselling business author and consultant Scott Steinberg explains how the market’s most innovative firms are embracing change management, and best practices and leadership pillars you can implement to breed a culture in which innovation thrives.

    Scott Steinberg

    Scott Steinberg is one of the world’s best-known trend experts and strategic innovation consultants, and the CEO of TechSavvy Global, a management consulting and market research firm which helps clients more effectively connect, communicate with and create lasting value for all audiences. A strategic advisor to Fortune 500 firms, non-profits, schools and startups, he aids partners with identifying emerging opportunities and developing powerful leadership, marketing and content strategies designed to capitalize on rising business, social and technology trends.

     As an industry consultant, Steinberg has helped top corporations from Microsoft, Sony and Intel to ESPN and MTV adapt to changing consumer, high-tech and social trends. Hailed as a top technology futurist by leading media outlets including NPR, BusinessWeek and The Wall St. Journal, his advisory work enables clients to identify emerging cultural and technological forces and create powerful business strategies that meet changing market needs. This eye for business analysis has led to his work as a strategic insider for 400+ publications from CNN to The New York Times and Fast Company, and pioneer in the field of digital publishing. A nationally-syndicated columnist who routinely explores topics including change, innovation and connecting generations, he’s also the creator and host of Gear Up, Rolling Stone’s first dedicated blog and video series devoted to consumer technology. A regular guest on ABC, CBS, FOX and NBC, he serves as a featured expert for Fast Company, Inc., Entrepreneur, The Huffington Post and more.


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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • NALC 2018: Tax Reform- You and Your Company

    Contains 1 Component(s) Recorded On: 08/13/2018

    The tax reform legislation passed at the end of 2017 implements one of the largest changes to the tax code in recent history and will likely have a significant impact on you and your company. Taxes are the number one expense incurred by organizations, comprising in some cases up to 30 percent of income. So it’s critical that you full understand the nature of these changes and, more importantly, what actions to take so that you are fully realizing the benefits.

    The tax reform legislation passed at the end of 2017 implements one of the largest changes to the tax code in recent history and will likely have a significant impact on you and your company. Taxes are the number one expense incurred by organizations, comprising in some cases up to 30 percent of income. So it’s critical that you full understand the nature of these changes and, more importantly, what actions to take so that you are fully realizing the benefits.

    Gene Marks

    Gene Marks is a columnist, author, and small business owner. As a small business expert, Gene writes daily for The Washington Post focusing on issues affecting the business community. He also writes weekly columns for Forbes, Inc. Magazine, Fox Business, The Huffington Post, and Entrepreneur.com. His columns are read by hundreds of thousands of small and medium sized business owners around the country. Nationally, Gene frequently appears on FOX Business, FOX News and CNBC discussing matters affecting the business community as a small business expert.

    Gene has written six books on business management, specifically geared towards small and medium sized companies. Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies so they can make profitable decisions.

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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • NALC 2018: Pink Goldfish Implementation

    Contains 3 Component(s), 1 credit offered Recorded On: 08/13/2018

    This breakout session will examine the 4A’s of the implementation process. Attendees will learn how to effectively market their products/services and create signature customer experiences. This breakout session will use both assessments and exercises to help attendees apply the principles.

    This breakout session will examine the 4A’s of the implementation process. Attendees will learn how to effectively market their products/services and create signature customer experiences. This breakout session will use both assessments and exercises to help attendees apply the principles.

    Stan Phelps

    Keynote Speaker and Workshop Facilitator

    Stan Phelps, JD/MBA is the founder of 9 INCH, a consultancy that helps clients win customers that are up to four times as valuable as those acquired through traditional marketing. His 20-year marketing background includes leadership roles with adidas, International Management Group, the PGA of America and Synergy Events. Stan has created award-winning campaigns and larger than life events. Those programs, although successful, weren't scalable or sustainable. He now focuses on how brands can create meaningful differentiation and advocacy. Helping brands get closer to the hearts of their customers and employees.

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    1 Point

    1. Register and watch the session. Please note it will open in a new window. Please do not close the session launch page.

    2. Please make sure your pop-up blocker is turned off in order to access the session once you select it.

    3. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.

  • WLC 2018: The Power Of Accountability

    Contains 3 Component(s), 1 credit offered Recorded On: 06/25/2018

    Show up ready to learn the power of having an accountability partner to take your goals to new heights.  In this session, you will be given the foundation for choosing an accountability partner, hear examples of partnerships plus the steps to keep both of you on course with tips and tricks for continued success. Experience the power of having a partner that knows the industry like you do and will push you personally and professionally to new levels of success.

    Show up ready to learn the power of having an accountability partner to take your goals to new heights.  Join Kelli Denes and Jenny Straub for this session, you will be given the foundation for choosing an accountability partner, hear examples of partnerships plus the steps to keep both of you on course with tips and tricks for continued success.   Experience the power of having a partner that knows the industry like you do and will push you personally and professionally to new levels of success.

    Kelli Denes

    Large Account Sales Representative

    Kelli Denes has been in the promotional products industry for 15 years and serves as the Large Account Sales Representative at Raining Rose in Cedar Rapids, IA. Originally from California, she moved to Iowa for fun about 17 years ago, starting with Raining Rose as the 13th employee as a soap maker. She knows the products inside and out! She’s been in sales in some capacity ever since and loves the industry because it’s quirky and exciting, with no two days alike.  Kelli is a Small Networking Team Coordinator where she oversees 15 accountability groups at Mount Mercy University.  In her spare time, she enjoys knitting, baking, and spending time with her family, which includes keeping up with her three kids and remembering to slow down and take it all in.

    Jenny Straub

    Senior Director of Marketing and Product Development

    Jenny Straub is the Senior Director of Marketing and Product Development for IMAGEN Brands.        With over 15 years of Industry experience, Straub has seen the industry and IMAGEN Brands grow by leaps and bounds.     She leads a team of talented individuals who are responsible for trend hunting, development of products as well as the marketing and graphic design for Crown and Vitronic.  In her spare time, she enjoys reading, playing tennis, and brewery hopping.  But mostly, she loves going on adventures in and around Cincinnati with her husband and their 8-year-old son.    Jenny has attended the Women’s Leadership Conference since 2011.  

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    1 Point

  • WLC 2018: Mergers And Acquisitions Simplified

    Contains 3 Component(s), 1 credit offered Recorded On: 06/25/2018

    The mergers and acquisitions market is booming but what does that mean to you?  How do you know when it is time to sell your company?  What do you need to know to streamline the process and transition your company to a new owner?  How do you get the most value for the company you have built?  These questions and more will be answered by a panel of your peers who have been through the process and understand the complexities that can exist in the choppy waters of marketing and advertising.

    The mergers and acquisitions market is booming but what does that mean to you?  How do you know when it is time to sell your company?  What do you need to know to streamline the process and transition your company to a new owner?  How do you get the most value for the company you have built?  These questions and more will be answered by a panel of your peers including Jamie Watson, MAS, Lindsey Davis, MAS, Lori Kates, Jo-an Lantz, MAS and Dawn Olds. They have been through the process and understand the complexities that can exist in the choppy waters of marketing and advertising. 

    Jamie Watson, MAS, CPA

    Senior Financial Analyst for Certified Marketing Consultants, LLC

    Jamie Watson, MAS, CPA is Senior Financial Analyst for Certified Marketing Consultants, LLC. Jamie has been involved various aspects of Finance and Accounting for over 12 years. She graduated Magna Cum Laude with her Bachelor of Business Administration from Stetson University and then earned her Masters of Accountancy from Manchester College. She qualified as a CPA in the state of Indiana where she worked for the regional accounting firm of Alerding & Co., LLC. Jamie has been involved in the consulting of both supplier and distributor companies in the Promotional Products Industry for over 7 years. Jamie has earned the CAS designation from PPAI and the BASI designation from ASI.

    Lindsey Davis, MAS

    National Sales Representative

    Lindsey Davis, MAS, is a national sales representative at Raining Rose, Inc., where she focuses her time on business development and implementation of strategic branding programs. Her love of all things promotional products started when her parents founded Solar Advertising, an early lip balm supplier, in 2003, Lindsey became President of Solar Advertising and led the company through a successful purchase by Raining Rose in 2016. She is currently serving as the immediate past president of The Rocky Mountain Region Promotional Products Association and the president of the Regional Association Council (RAC) Board at PPAI. Lindsey has a bachelor’s degree in international business from Johnson & Wales University in Denver.

    Lori Kates

    President

    Lori Kates, most recently served as President of Top 40 Supplier IMAGEN Brands. A 23-year industry veteran, Lori’s background has been in providing strategic direction, overseeing daily operations and financials. She has experienced five, buy side, acquisitions to date. Lori is a member of PPAI’s Board of Directors. Lori currently serves as the board liaison and co-chair for the PPAI Supplier Committee and the board liaison for PPAI’s Certification Committee.  She served on the PPAI Professional Development Committee, 2017, and has previously served on the PPAI Market Research Committee and PromoKitchen’s mentor program.  Lori was recognized in 2013 by being named ASI’s Supplier Woman of Distinction.   She has been listed on the Counselor Power 50 for the past five years. Lori has a Bachelors degree in Accounting and Communications from Ohio Northern University.  She resides in Liberty Township, Ohio, with her husband of 23 years, Rick, and teenage sons, Jacob and Drew.  She enjoys baseball, hiking and biking.

    Jo-an Lantz, MAS

    Chief Operating Officer, EVP and a member of the Board of Directors for Geiger

    Jo-an Lantz, MAS is Chief Operating Officer, EVP and a member of the Board of Directors for Geiger.  She represents Geiger as the sole US member of the international group WAGE (World Advertising Gift Exchange) serving on their Presidium as Secretary / Treasurer. She served as President for 6 years. WAGE is a 60 year organization with 21 members from 20 different countries.  She has served on a variety of different industry groups and associations including former Chair of the Board of Directors of PPAI.  Jo-an was inducted in the PPAI Hall of Fame in 2009. She is a former ASI International Person of the Year (2004), and a member of ASI Power 50, and the 2014 PPB Woman of Distinction.  Jo-an is an avid Fund Raiser serving on the PPEF Board twice, once as Chair.  She also works with a number of non-profits in training fund raisers in endurance events.

    Dawn Olds

    Senior VP of Operations

    Dawn Olds has held senior executive positions with HALO Branded Solutions throughout her 30 year career, becoming HALO's Senior VP of Operations in 2010. She has responsibility for the Billing, Order Processing, Customer Service, Distribution, Sales Onboarding, Program Operations, and general Operations of the organization. Ms. Olds has been involved in several industry committees and organizations focused on technology and operational improvement. She holds a BA in Information Technology from the University of Phoenix.  In addition, she is a frequent volunteer and mentor for local business education initiatives in Sterling, Illinois, HALO’s operational headquarters.

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    1 Point

  • WLC 2018: Who Are You?!

    Contains 3 Component(s), 1 credit offered Recorded On: 06/25/2018

    You are always building a brand whether you know it or not. Your interactions, both online and in person, are shaping the way people see you with every picture you post, comment you make and word you speak. This brand affects you personally and professionally, and the company with which you are associated. So, who are you? What does your brand say about you? Is your personal brand a help or a hinder to the business you represent? If you don't know the answer to these questions, it's time to take an inventory of brand YOU.

    You are always building a brand whether you know it or not. Your interactions, both online and in person, are shaping the way people see you with every picture you post, comment you make and word you speak. This brand affects you personally and professionally, and the company with which you are associated. So, who are you? What does your brand say about you? Is your personal brand a help or a hinder to the business you represent? If you don't know the answer to these questions, it's time to join Charity Gibson for this session and it's time to take an inventory of brand YOU.

    Charity Gibson

    National Account Coordinator

    Charity Gibson spent 16 years as a distributor prior to founding green banana social, an industry social media consultancy, and eventually moving to the supplier side of the industry. She is currently the National Account Coordinator for Peerless, and editor for the well known industry 501c3 non-profit, PromoKitchen.

    Charity has counter intuitive thinking and marketplace disruption hard-coded into her dna. In addition, she has been gifted with unparalled creativity, a keen eye for eye-catching design, and a personality that has been described as both playful and magnetic. With these skills as a foundation, and creative marketing strategies that include leveraging both traditional and digital mediums, Charity has built a reputation as a tech savvy promotional marketing powerhouse.

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    1 Point