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Business Management

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

80 Results

  • 10 Tips for New Managers 

    Contains 3 Component(s), 1.00 credit offered Includes a Live Event on 12/05/2018 at 2:00 PM (EST)

    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

  • Best of The PPAI Expo 2018: People Management Tips And Trends

    Contains 4 Component(s), 1.00 credit offered Recorded On: 04/06/2018

    Even the best managers face challenges when navigating tricky personnel issues at work. From hiring and on boarding new employees to engaging and managing existing ones, to ultimately disciplining and separating with them, this session discusses effective people management tips and anticipated workforce trends for 2018.

    Even the best managers face challenges when navigating tricky personnel issues at work. From hiring and on boarding new employees to engaging and managing existing ones, to ultimately disciplining and separating with them, this session discusses effective people management tips and anticipated workforce trends for 2018. Join Claudia St. John for this session and learn to recognize common management pitfalls, discover ways to navigate those pitfalls and gain a clear understanding of how to improve your people management practices to increase employee engagement and reduce legal risk.

    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

  • Protective Measures In An Active Threat Environment

    Contains 4 Component(s), 1.00 credit offered Recorded On: 03/07/2018

    Join Michael Dailey for this overview of considerations for soft target and public gathering security. This session will share resources that help improve business and personal security measures. With the knowledge from this briefing, you will be able to identify methods for improving security measures for active threat situations that affect soft targets and public gatherings, especially when traveling.

    Join Michael Dailey for this overview of considerations for soft target and public gathering security. This session will share resources that help improve business and personal security measures. With the knowledge from this briefing, you will be able to identify methods for improving security measures for active threat situations that affect soft targets and public gatherings, especially when traveling.

    Michael Dailey

    Regional Supervisory Outreach Coordinator

    Michael Dailey is the regional supervisory outreach coordinator and branch chief of the Outreach Programs Branch of Federal Region VI under the Department of Homeland Security. He works within the region to develop and implement engagement strategies that prioritize efforts to reduce or mitigate region-specific risks. Dailey has served with DHS since 2010, when he worked as a security specialist in the Protective Security Coordination Division. Dailey is a veteran of the U.S. Air Force and the U.S. Army, and has worked as part of the Texas Quick Reaction Force in response to Hurricanes Katrina and Rita. He holds a bachelor’s degree in homeland security from American Military University.

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    1 Point

  • The PPAI Expo 2018: Fixer Upper: How To Rehab Your Business To Be Profitable And Resilient

    Contains 3 Component(s), 1.00 credit offered Recorded On: 01/18/2018

    Do you know what it takes to build a healthy distributorship?  Do you struggle with the operational necessities of running a strong company?  This seminar will address the many challenges owners face when running a distributorship and how to implement the right strategies to make a growing distributorship successful.

    Do you know what it takes to build a healthy distributorship?  Do you struggle with the operational necessities of running a strong company?  Join Jamie Watson, MAS and Jeffry Meyer, MAS for this seminar and they will address the many challenges owners face when running a distributorship and how to implement the right strategies to make a growing distributorship successful.

    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.

    Jeffry C. Meyer, MAS

    CEO, CPA, CFO

    Jeffry C. Meyer has been involved in various aspects of finance for more than 36 years. He earned his bachelor's degree in accounting and finance from Manchester College. He qualified as a CPA in the state of Indiana where he worked for the international accounting firm of Ernst & Young (formerly Ernst & Ernst). He has been active in the promotional products industry for 32 years in various CFO and CEO capacities, during which time he consolidated the largest group of companies in the industry. During his career he has evaluated, negotiated and consummated many acquisitions in the promotional products industry and performed valuations on many more. He joined Certified Marketing Consultants, Ltd. in 1998, where as CEO and partner he and his two partners only serve companies in the promotional products industry. Services include mergers and acquisitions, business valuations, strategic planning, business plans, marketing plans and general consulting. The team also teaches various industry education seminars.

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    1 Point

  • The PPAI Expo 2018: Finding And Keeping Star Employees

    Contains 3 Component(s), 1.00 credit offered Recorded On: 01/18/2018

    One of the biggest challenges within the promotional products industry is finding and keeping talent. Ever heard the saying, “You’re only as good as your worst employee”? Most of the top distributors and suppliers are often successful because they have great staff. Do you have a retention strategy?

    One of the biggest challenges within the promotional products industry is finding and keeping talent. Ever heard the saying, “You’re only as good as your worst employee”? Most of the top distributors and suppliers are often successful because they have great staff. Do you have a retention strategy? It’s expensive to recruit and train people, so the last thing you want is for them to leave or not work out. Join Gordon Glenister for this session and explore training and development opportunities as well as loads of innovative ways to help you look after your staff. Come away with a defined strategy to retain your top performers, a guide to finding the very best people and a way of measuring the success of your recruitment process.

    Gordon Glenister

    Director General of the British Promotional Merchandise Association

    Gordon Glenister is a director general of the British Promotional Merchandise Association and has had over 20 years of experience in the promotional products industry. He has also run his own distributor business and worked with major international brands. Gordon believes passionately in the power of promotional products and its relevance to the marketing mix. Gordon launched the BPMA academy many years ago, an online education platform for industry professionals, this has now been superseded by a top-class development program. Gordon’s sessions will be lively and illuminating.

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    1 Point

  • The PPAI Expo 2018: Selling Schemes Around The World

    Contains 3 Component(s), 1.00 credit offered Recorded On: 01/18/2018

    The world is getting smaller. Globalization means that your customers are trading on a global scale. More and more buyers are looking at cutting cost out of the supply chain while retaining product choice and quality. You don’t have to be a big player to trade internationally. Knowledge is power, and this session will help you understand how best to approach and sell merchandise internationally.

    The world is getting smaller. Globalization means that your customers are trading on a global scale. More and more buyers are looking at cutting cost out of the supply chain while retaining product choice and quality. You don’t have to be a big player to trade internationally. Knowledge is power, and this session will help you understand how best to approach and sell merchandise internationally. Join Gordon Glenister as he explains the opportunities of trading internationally, how to have a strategy to win more international clients and revisit how best you promote schemes.

    Gordon Glenister

    Director General of the British Promotional Merchandise Association

    Gordon Glenister is a director general of the British Promotional Merchandise Association and has had over 20 years of experience in the promotional products industry. He has also run his own distributor business and worked with major international brands. Gordon believes passionately in the power of promotional products and its relevance to the marketing mix. Gordon launched the BPMA academy many years ago, an online education platform for industry professionals, this has now been superseded by a top-class development program. Gordon’s sessions will be lively and illuminating.

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    1 Point

  • The PPAI Expo 2018: Finding Your Voice

    Contains 3 Component(s), 1.00 credit offered Recorded On: 01/18/2018

    In a mature industry with over 22,000 distributors selling the same merchandise at similar pricing to the same target audience, the single biggest challenge is differentiation. Standing out from the crowded marketplace is simultaneously the most critical and difficult undertaking in the promotional products industry. This session will take a deep dive into the steps necessary to truly find your voice and elevate you, your company, and your brand from the clamorous crowd that is your competition.

    In a mature industry with over 22,000 distributors selling the same merchandise at similar pricing to the same target audience, the single biggest challenge is differentiation. Standing out from the crowded marketplace is simultaneously the most critical and difficult undertaking in the promotional products industry. Join Bill Petrie for this session as he takes a deep dive into the steps necessary to truly find your voice and elevate you, your company, and your brand from the clamorous crowd that is your competition.

    Bill Petrie

    President

    Bill Petrie has over 17 years of experience as a leader in the promotional products industry. In 2014, he launched brandivate, the first executive outsourcing company solely focused on helping small and medium-sized promotional products enterprises responsibly grow their businesses. In 2017, brandivate was acquired by PromoCorner, the industry’s leading digital marketing service, where he now serves as president.

     

    A featured speaker at numerous national and international industry events, a serial creator of content marketing, and a PromoKitchen chef, Petrie is also the current president of Promotional Products Association of the Mid-South (PPAMS) and recently was elected to the Regional Association Council (RAC). 

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    1 Point

  • Triple Threat: Business, Health and Personal Protection

    Contains 4 Component(s), 1.00 credit offered Recorded On: 11/15/2017

    Join this session to untangle the shared responsibility of product liability coverage for suppliers and distributors; insight to the rapidly changing world of cyber security liability; and how to navigate industry-specific medical coverage requirements. This session is an overview and provided by the PPAI Affinity Partner program.

    Join this session with Andrew Guerin and Josh Hilgers for this session on business, health, and personal protection. Join this session to untangle the shared responsibility of product liability coverage for suppliers and distributors; insight to the rapidly changing world of cyber security liability; and how to navigate industry-specific medical coverage requirements. This session is an overview and provided by the PPAI Affinity Partner program.

    Andrew Guerin

    Chartered Property Casualty Underwriter

    Andrew Guerin is a 20-year industry veteran who has a proven track record of establishing multimillion-dollar business units at multinational brokerage firms. Andrew has been a transaction expert in the private equity community and is considered one of the most experienced transactional professionals in the industry. He has held various risk management positions at Pall Corporation and Lehman Brothers. A graduate of the University of Scranton, Guerin has a bachelor of science in economics/finance and is a Chartered Property Casualty Underwriter.

    Josh Hilgers

    Director of Strategy and Development

    Josh Hilgers is the director of strategy and development at VelaPoint Insurance. He is also one of the nation's foremost experts in private health insurance exchanges and the tax and legal structures of group and individual benefit plans. A gifted speaker, Josh makes the issue of healthcare reform intelligible, informative and exciting for a diverse audience, including those in the insurance space, employers and employees, journalists and more.

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    1 Point

  • SAGE Show 2017: Mentoring: Moving Yourself and Your Employees Forward

    Contains 3 Component(s), 0.50 credits offered

    Mentoring relationships are dynamic, reciprocal, and personal relationships that pass on a professional legacy. Discover benefits of mentoring, guidelines to establish a mentor-protégée relationship, and different types of communication styles. In this interactive seminar, learn various approaches a mentor might use—from coaching and counseling to training and educating. Use this opportunity to strengthen your knowledge base and improve your communication skills through new ideas and different perspectives.

    Mentoring relationships are dynamic, reciprocal, and personal relationships that pass on a professional legacy. Discover benefits of mentoring, guidelines to establish a mentor-protégée relationship, and different types of communication styles. In this interactive seminar with Claire Billingsley, learn various approaches a mentor might use—from coaching and counseling to training and educating. Use this opportunity to strengthen your knowledge base and improve your communication skills through new ideas and different perspectives.

    Claire Billingsley

    Certified Franchise Executive and Consultant

    Billingsley Consulting Group is a training and communications firm designed to help businesses, associations, and educational institutions grow through personal and professional development.  Claire Billingsley has experience coaching managers on social and communication skills, leadership skills, time management and organizational skills, personnel management, as well as personal and professional development.  Claire held leadership and management positions with Sylvan Learning Systems, FASTSIGNS International, and TONI&GUY Hairdressing Academy.  

    With over 20 years of business experience, she learned the strategies and skills necessary to lead, manage, and motivate employees spread all over the world.  Claire is a graduate of Emporia State University, a Certified Franchise Executive through the International Franchise Association and a trained executive business coach.  She is an active Board member and previous Chairman of the Board at The University of North Texas Professional Leadership Program, College of Business.
    Calling on her background in Improvisational comedy, Claire’s keynote speeches, breakout sessions and training workshops use participatory-style training methods that teach practical knowledge and skills through highly interactive methodologies and real life business lessons.  Claire’s programs take the skills and guiding principles taught through improvisational comedy and demonstrates how they transfer to the workplace.  Her techniques help individuals and organizations foster innovation, build confidence, take initiative, improve communication skills, collaborate, take risks and enhance creativity.


    In 2010, Claire was named one of the “Top 25 Women to Watch” in Dallas by the Dallas Business Journal. Claire is a published author of “Circle Up”, “The Owners’ Guide”, and most recently, “Spirit Fed Entrepreneur”, which in two days reached the Amazon Best Sellers List.
    In September, 206, Claire will launch her Internet TV show “Coffee with Claire…Love, Laughter and Lightness in the Morning”.  It will be aired live at 9 am CST on Friday mornings and be carried on demand on Hulu, Comcast, and Apple TV. 

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    0.5 Points

  • TAS: Get In Touch! Grow Your Business And Build Your Brand

    Contains 3 Component(s), 0.50 credits offered

    This session will focus on how to create and leverage many forms of content to promote your business, retain customers, influence word of mouth, close the decision gap on prospects and leverage content as a brand differentiator. Learn to deliver great content in the right forms and places, and in a way that is specifically mapped to your audience’s information needs and buying stages. Studies indicate that companies that provide valuable content can generate more leads with higher ROI. Through this workshop, promotional professionals will learn to create remarkable content that gets noticed and produces results.

    This session with Kim Todora, will focus on how to create and leverage many forms of content to promote your business, retain customers, influence word of mouth, close the decision gap on prospects and leverage content as a brand differentiator. Learn to deliver great content in the right forms and places, and in a way that is specifically mapped to your audience’s information needs and buying stages. Studies indicate that companies that provide valuable content can generate more leads with higher ROI. Through this workshop, promotional professionals will learn to create remarkable content that gets noticed and produces results.

    Kim Todora

    Public Relations and Buyer Outreach Manager for PPAI

    Kim R. Todora is responsible for the direction of comprehensive integrated communications and public relations strategies and implementation, buyer-targeted industry branding, media relations, social media, collegiate and buyer outreach, trade-shows and industry awareness programs such as Promotional Products Work! Week, the ADvocate program and promotionalproductswork.org (dot org). Kim is an active member of the American Marketing Association (AMA), Public Relations Society of America (PRSA) and Direct Marketing Association (DMA) and represents PPAI on the organizing committee for Advertising Week and the Greater Irving-Las Colinas Chamber of Commerce. Prior to PPAI, Kim owned a marketing communications agency specializing in advertising, branding, public relations and cause marketing for more than 11 years. As a creative marketing strategist with more than 33 years' experience in advertising and public relations with Bozell, J. Walter Thompson and The Todora Group, she has created communications, branding and sales success for a variety of clients including American Airlines, Chili's, Don Pablo's, Texas Tornado Hockey, The Arena Group, Williams Communications, Doskocil Pet Products, BusyBody Home Fitness, Larry's Shoes, Mariner Health, The Mansion on Turtle Creek, E-Systems/Raytheon, March of Dimes, Mothers Against Drunk Driving, Ronald McDonald House, and many others.

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    0.5 Points

  • SAGE Show 2017: How to Advance Your Career to the Next Level

    Contains 3 Component(s), 0.50 credits offered

    This session will help attendees think about their careers and what they can do to advance and succeed in a competitive, always changing landscape. This session will give tips on how to find a mentor, when to go a step beyond, the value of curiosity, and motivation.

    This session will help attendees think about their careers and what they can do to advance and succeed in a competitive, always changing landscape. This session with Cash Nickerson will give tips on how to find a mentor, when to go a step beyond, the value of curiosity, and motivation.

    Cash Nickerson

    Author

    Author of "Listening as a Martial Art"

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    0.5 Points

  • Strengthen Your Business Position

    Contains 4 Component(s), 1.00 credit offered Recorded On: 08/23/2017

    Do you know how your company’s sales results compare to those of other PPAI members? What leading indicators help predict PPAI member sales, and how can you use this information to make better, more profitable business decisions? Join Economist Eric Post from ITR Economics for this session on sales, profits and the strength of the U.S. economy.

    Do you know how your company’s sales results compare to those of other PPAI members? What leading indicators help predict PPAI member sales, and how can you use this information to make better, more profitable business decisions? Join Economist, Eric Post from ITR Economics for this session on sales, profits and the strength of the U.S. economy.

    Eric Post

    Economist

    Eric is an economist at ITR Economics™. He provides economic consulting services for small businesses, trade associations, and Fortune 500 companies across a spectrum of industries. His economic insight and forecasting experience play a key role in ITR Economics’ 94.7% accuracy rating. 

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    1 Point

  • Tech Summit 2017: Managing Remote Employees and Contractors

    Contains 3 Component(s), 1.00 credit offered

    Allowing your people to work remotely, either full-time or part-time, can be a valuable perk for them which enhances their job satisfaction. Managing remote workers requires different techniques than you use with your staff in the office. During this session, we will hear from a panel of your peers who have figured out how to get the most out of their remote staff. Learn what to do, and what not to do when managing remote workers.

    Allowing your people to work remotely, either full-time or part-time, can be a valuable perk for them which enhances their job satisfaction.  Managing remote workers requires different techniques than you use with your staff in the office.  During this session, we will hear from a panel of your peers who have figured out how to get the most out of their remote staff.  Learn what to do from Mike Knapick, Eric Shonebarger, Rebekah Ellis, and Eric Alessi on what not to do when managing remote workers.

    Mike Knapick (Moderator)

    IT Leader

    After heading IT departments and projects of varying scope and size at posts including Accenture, EMC and Expedia, where he launched the company’s inaugural CRM system, Mike joined SanMar in 2014. Today, he leads SanMar’s IT group who are implementing major software upgrades and process improvements. When it comes to leadership, Mike says he empowers his team with plenty of opportunities to learn and grow.

    Eric Shonebarger

    Chief Information Officer

    Eric has been the Chief Information Officer at Hit Promotional Products since 2004.

    Rebekah Ellis

    Sr. IT Manager

    Rebekah Ellis has been the Senior IT Manager at SanMar since 2014.

    Eric Alessi

    Essent Corporation, President & CEO

    Eric has been the President and CEO of the Essent Corporation since 1989.

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    1 Point

  • NALC 2017: Economy At The Midpoint—A Micro View Of How The Economy Is Affecting Us

    Contains 3 Component(s), 1.00 credit offered

    Now that we are past the first 100 days of the new administration, what do we know and when did we know it? This was to be the year that infrastructure took center stage and that Obamacare vanished. We were going to see big changes in trade and taxes, and regulation would be rolled back. Growth was going to be double what it was last year. Did we get what we expected? How is it affecting your industry or businesses? What do we have to look forward to for the rest of the year, and how can we use strategic foresight and planning to be better prepared?

    Chris Kuehl, Ph.D. asks, now that we are past the first 100 days of the new administration, what do we know and when did we know it? This was to be the year that infrastructure took center stage and that Obamacare vanished. We were going to see big changes in trade and taxes, and regulation would be rolled back. Growth was going to be double what it was last year. Did we get what we expected? How is it affecting your industry or businesses? What do we have to look forward to for the rest of the year, and how can we use strategic foresight and planning to be better prepared?

    Chris Kuehl, Ph.D.

    Co-founder

    Chris Kuehl is the co-founder (with Keith Prather) and Managing Director of Armada Corporate Intelligence, a company created in 1999 to provide strategy foundation, competitive intelligence, business analysis and economic forecasting for corporate clients. Armada’s clients include YRC Worldwide, TranSystems, Spencer Fane Britt and Browne, KPMG, Hallmark International, Weitz Industrial among others.  He is the editor and primary writer for several publications including Business Intelligence Briefs, Strategic Intelligence Briefs and Fabrinomics. He is the Chief Economist for the Fabricators and Manufacturers Association, writing Fabrinomics and serves as the keynote speaker for their meetings and conferences throughout the year. In addition, he has spoken at over 300 organizations domestically and internationally over 25 years. Chris is a frequent commentator for the media – locally and nationally and is a regular economic/business analyst for KMBZ radio and KSHB-TV, extensively being quoted in national newspapers, magazines and trade publications. He holds a Master’s Degree in Soviet and East European Studies, a Masters in East Asian Studies and a Ph.D.

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    1 Point

  • NALC 2017: Succession Planning By Design, Not Default

    Contains 3 Component(s), 1.00 credit offered

    Paul Simon once sang, “There must be 50 ways to leave your lover….” but there are far fewer ways to leave your business successfully. Using a thought-provoking presentation, Jim Erben will educate attendees on various types of exit plans from business. Whether you are six months or 10 years from the “golden parachute”, Erben will cover many of the issues and considerations to the alternatives of exiting your business in style. Key issues to be covered will include: providing for the what ifs, maximizing the value of your business, strategic planning considerations, integrating the exit plan with the retirement plan and finally, steps in determining your business's value. Leave the session with some critical items to consider in the creation of a business exit plan, while protecting against the what ifs that can often destroy the “golden goose” that is the company.

    Paul Simon once sang, “There must be 50 ways to leave your lover….” but there are far fewer ways to leave your business successfully. Using a thought-provoking presentation, James Erben will educate attendees on various types of exit plans from business. Whether you are six months or 10 years from the “golden parachute”, Erben will cover many of the issues and considerations to the alternatives of exiting your business in style. Key issues to be covered will include: providing for the what ifs, maximizing the value of your business, strategic planning considerations, integrating the exit plan with the retirement plan and finally, steps in determining your business's value. Leave the session with some critical items to consider in the creation of a business exit plan, while protecting against the what ifs that can often destroy the “golden goose” that is the company.

    James Erben

    Founder and President

    James “Jim” Erben is the Founder and President of Erben Associates, LLC, an advisory firm dedicated to serving the complex needs of privately held business owners, corporate executives and high net worth individuals.  With more than 24 years of experience in succession, continuity and private wealth planning, Jim’s passion is for helping clients solidify their lifestyle and legacy goals.  He is a nationally recognized speaker in succession planning, advanced wealth issues and best practices, and managed asset strategies for privately held business owners.  Jim earned a bachelor’s degree in marketing with honors from The University of Texas at Austin, and a Master’s Degree in Financial Services at The American College in Bryn Mawr, PA.  Jim is also an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils.  Jim’s community involvement is extensive, including serving on the Board of Directors for the Texas Association of Business, and membership in Vistage International, Business Executives for National Security, the President’s Associates of the University of Texas at Austin, the Wine and Food Foundation of Texas, the Carry the Load foundation, and Past President of the Austin chapter of the Juvenile Diabetes Research Foundation.  Jim, along with his wife, Kathy, and their son, Jess, call Austin home. 

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    1 Point

  • NALC 2017: Power Panel Session: Managing Your Brand Through A Crisis

    Contains 3 Component(s), 1.00 credit offered

    It seems as though each week we watch as another organization faces – and attempts to manage – some form of issue or crisis. When a moment of crisis or a potential crisis hits your company and threatens to tarnish your reputation, how will you react? Will you be prepared? Crisis management requires more than an apology issued through a press release. Join Lee Strom, VP of Marketing of SanMar, Marc Simon, CEO of HALO Branded Solutions and Cory Halliburton, J.D. of WKPZ as they share their knowledge and experiences. Gain insight into how companies navigate potential corporate crises, how they make their brands stronger in the process and leave with practical and tactical tips that help you pilot your brand through any crisis situation.

    Moderator: Catherine Graham discusses with a panel of experts such ast seems as though each week we watch as another organization faces – and attempts to manage – some form of issue or crisis. When a moment of crisis or a potential crisis hits your company and threatens to tarnish your reputation, how will you react? Will you be prepared? Crisis management requires more than an apology issued through a press release. Join Lee Strom, VP of Marketing of SanMar, Marc Simon, CEO of HALO Branded Solutions and Cory Halliburton, J.D. of WKPZ as they share their knowledge and experiences. Gain insight into how companies navigate potential corporate crises, how they make their brands stronger in the process and leave with practical and tactical tips that help you pilot your brand through any crisis situation.

    Catherine Graham (Moderator)

    CEO

    Catherine Graham is the CEO of commonsku and the President of RIGHTSLEEVE. Commonsku is a cloud-based CRM, order management and supply chain collaboration platform for the promotional products industry. RIGHTSLEEVE is a promotional products agency and has been the recipient of numerous industry awards including ASI Distributor Entrepreneur of the Year, PPAI Web Award and Counselor's Best Places to Work. Catherine has previously been named as a PPB's Best Boss and ASI Rising Star.

    Prior to RIGHTSLEEVE and commonsku, Catherine worked for TD Bank, eBay and A.T. Kearney and obtained an MBA. Outside of work, Catherine is a mother to 3 children ranging in age from 9 to 4 years old. She has a passion for learning and is an avid sports enthusiast playing ice hockey, squash and running.

    Cory Halliburton

    Attorney At Law

    Cory Halliburton is an attorney with the law firm of Weycer, Kaplan, Pulaski & Zuber. He has served as General Counsel for PPAI since May 2014 and since that time he has participated in just about every PPAI Board meeting and strategic planning session and has reviewed hundreds of contracts for PPAI. He also supports in-house counsel of publicly traded companies and executives in the tax-exempt organizations space in their drafting and negotiation of substantial vendor agreements. 

    Cory Halliburton graduated Magna Cum Laude from Texas Tech University School of Law in 2003 and, among other accolades, was the recipient of the 2013 Outstanding Young Lawyer Award from the Fort Worth-Tarrant County Young Lawyers Association.

    Lee Strom, CAS

    Vice President of Marketing and CMO

    Lee Strom, is vice president of marketing and CMO of supplier SanMar. Following a 16-year career in retail marketing, Strom joined SanMar in 2001. As the supplier’s head of marketing, he serves on its leadership team and works to help the Issaquah, Washington, company engage the industry and develop the marketing tools necessary to grow its business and that of its customers. Strom’s first term on the PPAI board began at Expo 2010 as a member of the Class of 2014. An active industry volunteer, alongside his role in the Association’s leadership he has served on its Suppliers Committee and Government Relations Action Group, and has spoken frequently at PPAI events. Outside the promotional products industry, Strom has lent his volunteer services to the Seattle Direct Marketing Association, sat on the Hazen High School Community Relations and Process Improvement Committees and the Newport Presbyterian Church Mission Committee, and served on the Columbia Rim Homeowners Association board. An avid outdoors enthusiast, Strom is the founder of the Newcastle Running Club and has served on the Newcastle Trails board.

    Marc Simon

    Chief executive officer and a director

    Marc Simon was appointed chief executive officer and a director of HALO Branded Solutions in February 2001. He was honored as the 2006 “Person of the Year" by one of the industry's trade Counselor Magazine. Under Simon's leadership, HALO has grown significantly with more than 15 acquisitions and more than 200 new recruits. He views his mission as adding value to HALO's sales force by helping its several hundred industry sales people grow their businesses and meet the challenges of a changing economic environment. Prior to joining HALO, Simon spent 22 years in the private law practice with a focus on business planning and mergers and acquisitions, and five years as a leading executive in the call center industry. Mr. Simon is also a certified public accountant and has a bachelor's degree in accounting and a law degree from the University of Illinois. Simon is presently serves as chairman of PPAI's Board of Directors.

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    1 Point

  • NALC 2017: Attract, Reward And Retain Key Executives

    Contains 3 Component(s), 1.00 credit offered

    Henry Ford said, “You can take my factories, burn up my buildings, but give me my people and I’ll build the business right back again.” How do you design retention plans to attract, reward and retain the top executives who are helping you grow your successful business? What are the best options that are most suited for your objectives? Join Jim Erben as he explores strategies to take care of the impact players who are vital to your company. Discover what other small to mid-sized companies are doing in this space. How do you choose between phantom stock and other types of executive benefit options? How do these plans align and affect your company business continuity plan? Don’t lose one of your key right-hand people just because you didn’t know the most suitable options to reward and retain them while attracting others.

    Henry Ford said, “You can take my factories, burn up my buildings, but give me my people and I’ll build the business right back again.” How do you design retention plans to attract, reward and retain the top executives who are helping you grow your successful business?  What are the best options that are most suited for your objectives? Join James "Jim" Erben as he explores strategies to take care of the impact players who are vital to your company. Discover what other small to mid-sized companies are doing in this space. How do you choose between phantom stock and other types of executive benefit options? How do these plans align and affect your company business continuity plan? Don’t lose one of your key right-hand people just because you didn’t know the most suitable options to reward and retain them while attracting others.

    James Erben

    Founder and President

    James “Jim” Erben is the Founder and President of Erben Associates, LLC, an advisory firm dedicated to serving the complex needs of privately held business owners, corporate executives and high net worth individuals.  With more than 24 years of experience in succession, continuity and private wealth planning, Jim’s passion is for helping clients solidify their lifestyle and legacy goals.  He is a nationally recognized speaker in succession planning, advanced wealth issues and best practices, and managed asset strategies for privately held business owners.  Jim earned a bachelor’s degree in marketing with honors from The University of Texas at Austin, and a Master’s Degree in Financial Services at The American College in Bryn Mawr, PA.  Jim is also an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils.  Jim’s community involvement is extensive, including serving on the Board of Directors for the Texas Association of Business, and membership in Vistage International, Business Executives for National Security, the President’s Associates of the University of Texas at Austin, the Wine and Food Foundation of Texas, the Carry the Load foundation, and Past President of the Austin chapter of the Juvenile Diabetes Research Foundation.  Jim, along with his wife, Kathy, and their son, Jess, call Austin home. 

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    1 Point

  • Take A Tour Of The SAGE Online Integration With QuickBooks Premier

    Contains 4 Component(s), 1.00 credit offered Recorded On: 08/02/2017

    ​Have you ever wondered if the SAGE Online Order Management system REALLY does integrate with QuickBooks Premier? This session will show how to create an order in SAGE and exporting it into QuickBooks and how it is handled in this nearly seamless Order Management and Accounting combined system.

    Have you ever wondered if the SAGE Online Order Management system REALLY does integrate with QuickBooks Premier?  Well, here is your chance to learn how it works in the software itself. Join Harriet Gatter for this session as she demonstrates how to create an order in SAGE and exporting it into QuickBooks and how it is handled in this nearly seamless Order Management and Accounting combined system.

    Harriet Gatter

    Distributor, Accounting Professor, Certified QuickBooks ProAdvisor

    Harriet Gatter was an Ad Specialty Distributor for 23 years.  She has also been an Accounting Professor and is a Certified QuickBooks ProAdvisor.  In 2012, she sold her distributorship and started Accounting Support, LLC to work exclusively with Ad Specialty Distributors on their unique Order Management and Accounting needs.  Her specialty is converting distributors from other systems, such as ProfitMaker, SmartBooks, OrderMaster, and their own manual systems into a QuickBooks or SAGE Online/QuickBooks system.  She has also just introduced a series of On-Line, On-Demand Video Tutorials on how to run an Ad Specialty Distributorship in QB or SAGE with QB.  These series (@ 2 ½ hours) are designed to help train bookkeepers or distributors themselves.

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    1 Point

  • WLC 2017: Throwing Temper Tantrums

    Contains 3 Component(s), 1.00 credit offered Recorded On: 06/27/2017

    Have you ever wanted to say no to yet another project, task or commitment but were afraid of what someone might think of you? Are you grasping for breath and constantly overwhelmed? Do you struggle to find enough time to take care of you and to do the things that matter most? In this session, learn why women struggle to say no, what the true costs are of saying yes and no, understand how saying no impacts our own emotions as well as the emotions of others and learn how to create boundaries so that saying no is easy and effortless.

    Have you ever wanted to say no to yet another project, task or commitment but were afraid of what someone might think of you? Are you grasping for breath and constantly overwhelmed? Do you struggle to find enough time to take care of you and to do the things that matter most? Join Nicole Bandes for this session and learn why women struggle to say no, what the true costs are of saying yes and no, understand how saying no impacts our own emotions as well as the emotions of others and learn how to create boundaries so that saying no is easy and effortless.

    Nicole Bandes

    Owner and Speaker

    Known as "THE Productivity Expert", Nicole Bandes works with entrepreneurs and small business owners to overcome their state of being overwhelmed and have more time for what matters most. With a mission to get her own life in order, Nicole discovered all the ways productivity systems failed. Fortunately, she discovered the secret to productivity success before tragedy struck and her life was changed forever. Nicole now uses her story and outside-the-box strategies to help thousands of entrepreneurs and small business owners make productivity personal.  Nicole has been a featured productivity expert in Inc Magazine, Fast Company, Huffington Post, USA Today and many more.

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    1 Point

  • WLC 2017: The Leader Has Entered The Room

    Contains 3 Component(s), 1.00 credit offered Recorded On: 06/26/2017

    ​Without saying a word, great leaders command attention when they walk into a room. They inspire confidence, put people at ease, and connect in a way that makes others want to listen to them, support them, and follow them.

    Without saying a word, great leaders command attention when they walk into a room. They inspire confidence, put people at ease, and connect in a way that makes others want to listen to them, support them, and follow them. In this keynote, Career Strategist Sara Canaday will share the secrets to help you capture that kind of leadership presence—and dramatically accelerate your career. If you’re skeptical about this “elusive aura of success,” Sara will convince you with powerful proof: rock-solid science and mind-blowing examples. Even better, you’ll walk away with a roadmap to guide you in boosting your own leadership presence. Discover the subtle qualities that can make a huge difference in your career, and you’ll know exactly how to incorporate them.

    Sara Canaday

    Owner, Author, and Consultant

    As a respected leadership strategist and engaging speaker, Sara has a unique gift for connecting and communicating with her audiences to propel them from light-bulb-moment insight to strategic change. Moving far beyond the business-school basics, she helps people identify the professional blind spots that are preventing them from taking their careers – and their companies – to the next level. Sara’s professional career spans 20 years and includes sales, leadership, and executive roles at USAA and Texas Mutual. She served as principal consultant for Empowerment Enterprises before opening her own consultancy, Sara Canaday & Associates, in 2009.  Sara is a member of the National Speakers Association and the Founder and now Past President of the Austin Chapter. She has been featured in a number of publications and broadcasts, most notably Forbes, CNBC, Entrepreneur Magazine, The Wall Street Journal, and the American Management Association’s Leadership Wired. Sara is also the author of a popular business book, You – According to Them:  Uncovering the blind spots that impact your reputation and your career.

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    1 Point