WLC 2018: Mergers And Acquisitions Simplified

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 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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Recorded 06/25/2018
Recorded 06/25/2018
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Certification Credit
1.00 MAS credit  |  No certificate available
1.00 MAS credit  |  No certificate available