Small Business Best Practices Virtual Series

This series will focus on small business best practices with actionable takeaway elements. Sessions will include the following sessions: Culture of Rebuilding, Small Business Virtual Session: People Leadership, Your Business Vaccine, How To Rehab Your Business To Be Profitable and Resilient, and Managing Your Finances In The Cloud With Quickbooks Online. During the live virtual sessions, participants are requested to turn on their webcams and their mics during the brainstorming activities and small group discussions throughout the session. 

  • Culture Of Rebuilding Virtual Session

    Contains 4 Component(s), Includes Credits Recorded On: 07/08/2020

    There’s no question that 2020 has been the year that turned our world upside down. In the wake of the COVID-19 pandemic, we’ve had no choice but to pivot and reassess the way we approach everything from how we socialize, how we communicate, and especially how we work. As we ease into the next normal, organizations are approaching a crossroads, a rare opportunity to choose: do they go back to the way things were, or do they rebuild their workplace culture for the better? This session will help you seize that chance to create something that surpasses what’s been left behind. Lisa Walden will present mindset-shifting insights on the future of work, and identify opportunities to improve your company’s culture so that your employees’ default mode is engaged, motivated, and thriving. Through this highly interactive session, Lisa will help you explore, in real time, the cultural strategies best suited for you and the future of your organization.

    There’s no question that 2020 has been the year that turned our world upside down. In the wake of the COVID-19 pandemic, we’ve had no choice but to pivot and reassess the way we approach everything from how we socialize, how we communicate, and especially how we work. As we ease into the next normal, organizations are approaching a crossroads, a rare opportunity to choose: do they go back to the way things were, or do they rebuild their workplace culture for the better? This session will help you seize that chance to create something that surpasses what’s been left behind. Lisa Walden will present mindset-shifting insights on the future of work, and identify opportunities to improve your company’s culture so that your employees’ default mode is engaged, motivated, and thriving. Through this highly interactive session, Lisa will help you explore, in real time, the cultural strategies best suited for you and the future of your organization.

    Lisa Walden

    Co-founder and Speaker

    Lisa X. Walden is a speaker, author, and consultant dedicated to helping people create authentic, empowering workplaces that don’t cause the dreaded Sunday scaries. As co-founder of Good Company Consulting, she’s delivered her message to organizations nationwide, and strives to create deep mindset shifts that help people better collaborate, communicate, and prepare for the workplace of the future. Lisa's work is centered on the (strangely revolutionary) concept that people and strategy don’t have to be mutually exclusive. Her presentations focus on how to wield the generational lens at work, best-practices for maintaining thriving cultures, and tactics for nurturing the single most important component of a healthy work environment—trust. By weaving together case-studies, stories, statistics, and the latest research, her content lays the groundwork for meaningful change that means more awesome workplaces.

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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.

  • MAS: Small Business Virtual Session: People Leadership

    Contains 5 Component(s), Includes Credits Recorded On: 07/22/2020

    For many small to mid-sized promotional products companies, managing and inspiring employees can seem like a full-time job. Especially when the workplace is completely disrupted as with coronavirus and you don't have an HR professional on staff. Fortunately, you're not alone and PPAI provides the resources to manage and engage your staff. Join Affinity HR Group's Claudia St. John to discuss common people management challenges including: How to avoid legal landmines when hiring & onboarding new talent, essential policies and processes for businesses of all sizes and current COVID-19 considerations including tele-working, leave management and social distancing practices Bring your questions and suggestions to this interactive webinar!

    For many small to mid-sized promotional products companies, managing and inspiring employees can seem like a full-time job. Especially when the workplace is completely disrupted as with coronavirus and you don't have an HR professional on staff. Fortunately, you're not alone and PPAI provides the resources to manage and engage your staff. Join Affinity HR Group's Claudia St. John to discuss common people management challenges including: How to avoid legal landmines when hiring & on boarding new talent, essential policies and processes for businesses of all sizes and current COVID-19 considerations including tele-working, leave management and social distancing practices

    Bring your questions and suggestions to this interactive webinar! Please note participants will be asked to turn on their webcams and their computer mics during the breakout activity sessions throughout the entire virtual session. 

    Claudia St. John

    President

    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

    1. Please use Chrome as your browser, once you have registered do not close the session launch page. Please note the session will open in a new window, please make sure your pop-up blocker is turned off.

    2. For those attending the live virtual session: Please use your computer webcam and computer microphone to participate in the breakout activities throughout this session.

    3. For those attending the on-demand session: please pause the session to complete each of the activities throughout the session.

    4. 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.

  • Your Business Vaccine Virtual Session

    Contains 4 Component(s), Includes Credits Recorded On: 07/29/2020

    ​In today’s climate, we are all searching and hoping for the quick fix to get back to normal. We all want that one shot to inject our organizations with success. But just as a vaccine takes time, you must take the steps today to create immunity from business illness including what you need to do daily, weekly, monthly and annually to get yourself on the path to success. In this session with Sara Webb, we’ll discuss the steps to prevent your business from sickness even in this climate.

    In today’s climate, we are all searching and hoping for the quick fix to get back to normal.  We all want that one shot to inject our organizations with success. But just as a vaccine takes time, you must take the steps today to create immunity from business illness including what you need to do daily, weekly, monthly and annually to get yourself on the path to success.  In this session with Sara Webb, we’ll discuss the steps to prevent your business from sickness even in this climate. 

    Sara Webb

    Owner - InTandem Promotions

    Sara Webb has more than 20 years of industry experience. With previous experiences as a buyer in a completely different industry, she became hooked on promotional products and its possibilities for branding organizations. In 1999, Sara began working in the promotional product industry where her true love for this industry flourished. 

    In 2013, Sara built InTandem Promotions. In her words, “Ever since I can remember, I have been a juggler. Juggling activities, career, family, friends and volunteering. I have learned through all of this juggling that I can do it myself. But it's far easier (not to mention more fun) to juggle with a partner.” And it was on that premise that the InTandem Promotions brand was created.     In owning InTandem, Sara has built not only a personal brand but also the brand of her organization. She is looking forward to sharing her experiences in developing as well as continually building the InTandem Brand Story.

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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. During the live virtual session, participants will be asked to use their webcam and computer microphone to brainstorm with other participants during the session. 

    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.

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

    Contains 3 Component(s), Includes Credits 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 has been involved in various aspects of Finance and Accounting for over 20 years.  She qualified as a CPA in the state of Indiana in 2001 where she started her career in public accounting. She shifted to mergers and acquisitions when she came to work at Certified Marketing Consultants.  Jamie has been involved in the consulting of both supplier and distributor companies in the Promotional Products Industry for 14 years. Her passion is helping her clients meet or exceed their financial goals.  

    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

  • Managing Your Finances In The Cloud With QuickBooks Online

    Contains 4 Component(s), Includes Credits Recorded On: 01/30/2019

    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.