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Technology

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Content and subjects related to doing business electronically including internet training, camera–ready artwork, sales automation, multi-media and catalog creation. This topic area will also include recordings from Tech Summit.

52 Results

  • The Four Cores To A Rockin' Company Store

    Contains 4 Component(s), 1.00 credit offered Recorded On: 03/28/2018

    Join Bobby Lehew for this session on how to create a rocking company store. Clients are clamoring for e-commerce solutions that rock, and you are the perfect virtuoso to deliver. Learn four core components to make every company store successful: platform, profits, people and power.

    Join Bobby Lehew for this session on how to create a rocking company store. Clients are clamoring for e-commerce solutions that rock, and you are the perfect virtuoso to deliver. Learn four core components to make every company store successful: platform, profits, people and power. This class will demystify the possible profitability for company stores, discuss potential pitfalls to avoid, and uncover the secrets to determining profitability and maximizing sales. Plus, we’ll uncover the profitability matrix and discuss the No. 1 secret for company store success. Don’t let stage fright keep you from rockin’ in this arena.

    Bobby Lehew

    Chief Content Officer at commonsku

    Bobby Lehew is the Chief Content Officer at commonsku, a cloud-based CRM, order management, and social collaboration platform designed for the promotional products industry by promotional product experts. A 25-year industry veteran, Bobby was formerly the CEO at Robyn, a branded products fulfillment company that specialized in private-label, e-commerce company stores. A PPAI Gold Pyramid Award winner, a PPAI Silver Technology recipient, an Addy Award recipient, and recognized (in his work with Robyn) three years in a row by Inc. Magazine as one of the 5,000 fastest growing private companies in the U.S., Bobby is a national speaker on topics related to B2B marketing, company stores, productivity, and storyselling. Featured in ASI’s Counselor magazine as one of “41 people who are shaking up the market with new and innovative approaches” (2010) and in OKC Biz magazine’s “Forty Under 40″ (2009), Bobby is an ardent bibliophile and loves working at the intersection of art and commerce. 

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    1 Point

  • The PPAI Expo 2018: Basic SEO For The Promotional Products Industry: Separating Fact From Fiction

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

    Selling promotional products online is not for the faint of heart. Maintaining a website, keeping content fresh, getting your site to appear in applicable search results … there is an art and a science (and some luck) to optimizing your online presence. With literally thousands of sites selling essentially the same products, it takes a lot more work to be successful in an ecommerce-driven world. This session discusses the basics of optimizing your website, and the tools available to help you analyze your efforts and retool your strategy where necessary.

    Selling promotional products online is not for the faint of heart. Maintaining a website, keeping content fresh, getting your site to appear in applicable search results … there is an art and a science (and some luck) to optimizing your online presence. With literally thousands of sites selling essentially the same products, it takes a lot more work to be successful in an ecommerce-driven world. Join David Shultz for this session as he discusses the basics of optimizing your website, and the tools available to help you analyze your efforts and retool your strategy where necessary.

    David Shultz

    Vice President

    As a member of the executive team responsible for overall day-to-day operational performance of industry-leading technology firm, DistributorCentral, LLC, I provide leadership and strategic support to our software development, sales, marketing and customer support teams and serve as key technical contact for many of our enterprise-level customers and partners. Innovation and collaboration are two of our basic tenets at DistributorCentral, and the ones that allow us to help our clients focus on their key strengths in order to drive revenue growth.

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    1 Point

  • Promo Connect: Putting Content into Context

    Contains 4 Component(s), 1.00 credit offered Recorded On: 10/11/2017

    PPAI is excited to provide members with a new professional development platform in the promotional products industry community, called Promo Connect. Join Jennifer Crowfoot and Melissa Weber for this session on how to access Promo Connect and what best practices will help users get the most out of this online community. ​

    In today’s world you can find just about anything you want to know online. And while it can be great to be able to access so much content, the downside is just that—it is only content. Adult learning theories tell us that in order for content to be meaningful it has to be put into context. One of the best ways to put content into context is to engage with your industry peers on a relevant online platform. PPAI is excited to provide members with a new professional development platform in the promotional products industry community, called Promo Connect. Join Jennifer Crowfoot and Melissa Weber for this session on how to access Promo Connect and what best practices will help users get the most out of this online community.  

    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.

    Melissa Weber

    Knowledge Community Manager

    Melissa Weber is the Knowledge Community Manager for PPAI. She previously served the association as Regional Programs Manager from 2007-2017. She has a Bachelors in Business Administration with an emphasis in economics from Austin College. 

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    1 Point

  • Tech Summit 2017: An Integrated Industry

    Contains 3 Component(s), 1.00 credit offered

    The industry is on the verge of an integration breakout; some may call it an arms race. We all hope that the future of the Promotional Products Industry is a utopian integrated industry where suppliers, distributors and service providers seamlessly exchange meaningful data. This panel focuses on where we are now, where we need to be and how we can get there. Join panelist: Eric Shonebarger, CIO Hit Promotional Products, Eric Natinsky CEO SAGE, Eric Alessi, CEO Essent, Dan Kroymann, Director Information Technology, Staples Promotional Products. Moderated by Jon Norris, VP of Operations, Starline.

    The industry is on the verge of an integration breakout; some may call it an arms race.  We all hope that the future of the Promotional Products Industry is a utopian integrated industry where suppliers, distributors and service providers seamlessly exchange meaningful data.  This panel focuses on where we are now, where we need to be and how we can get there.  Join panelist: Eric Shonebarger, CIO Hit Promotional Products, Eric Natinsky CEO SAGE, Eric Alessi, CEO Essent, Dan Kroymann, Director Information Technology, Staples Promotional Products. Moderated by Jon Norris, VP of Operations, Starline.

    Jon Norris (Moderator)

    Vice President

    Jon Norris is the vice president of operations for Starline USA Inc, located in Grand Island, New York, where he oversees manufacturing, warehousing, customer service and technology functions. Norris is currently the chair of the PPAI Technology Committee. Norris is currently helping drive an industry data integrations project, labeled PromoStandards, that believes that this is the future of our industry long term sustainability.He also is a PromoKitchen volunteer and Chef. As an industry Millennial, he is involved in numerous millennial initiatives industrywide to help drive the awareness of the changing workplace.

    Eric Natinsky

    Co-founder and CEO

    Eric Natinsky is co-founder and Chief Executive Officer of SAGE. He has been working with computers all his life and has extensive experience in computer science. He holds a Bachelor of Science in Business Administration, double-majoring in Management and Marketing, from Washington University in St. Louis and a JD from The University of Texas at Austin. Eric is a member of the State Bar of Texas and is also a licensed patent attorney. In his spare time, he enjoys spending time with his family as well as supporting the arts in Austin through his position on the Board of Directors for ZACH Theatre.

    Eric Alessi

    Essent Corporation, President & CEO

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

    Dan Krowmann

    Director of Global Technology

    Dan Kroymann is Director, Global Technology for Staples Promotional Products.

    Eric Shonebarger

    Chief Information Officer

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

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    1 Point

  • SAGE Show 2017: Mastering Niche Markets: Technology Sector

    Contains 3 Component(s), 0.50 credits offered

    In the highly competitive world of promotional products, you can stand out from the competition by becoming an expert in specific niche markets, like the $900 million technology market. In this fast-paced session, you’ll learn who the decision makers are, the specific needs and typical projects for the technology industry, and how to parlay your knowledge into getting and retaining new clients.

    In the highly competitive world of promotional products, you can stand out from the competition by becoming an expert in specific niche markets, like the $900 million technology market. Danny Friedman discusses in this fast-paced session, how to find who the decision makers are, the specific needs and typical projects for the technology industry, and how to parlay your knowledge into getting and retaining new clients.

    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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    0.5 Points

  • Get In Touch! Buyer Outreach Presentation And Tools

    Contains 3 Component(s), 0.50 credits offered

    So, you’ve got their attention. Now what!? This segment of the workshop will walk you through the Get In Touch! buyer outreach presentation and tools. Whether you are presenting one-on-one or to a large business group or class at the local university, this session will make you the subject matter expert on the latest PPAI research on the preferences of buyers and consumers.

    So, you’ve got their attention. Now what!? Kim Todora will walk you through this segment of the workshop, Get In Touch! buyer outreach presentation and tools. Whether you are presenting one-on-one or to a large business group or class at the local university, this session will make you the subject matter expert on the latest PPAI research on the preferences of buyers and consumers.

    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

  • Tech Summit 2017: Lean Into Digital Disruption

    Contains 3 Component(s), 1.00 credit offered

    Learn what big data is and how businesses are using it to improve sales, manufacturing and targeting the right customers. This session will introduce you to what big data is, how to obtain your business’s big data and what to do with it to gain better insights about your business.

    Join Frank Wiggins for this session on big data and how businesses are using it to improve sales, manufacturing and targeting the right customers.  This session will introduce you to what big data is, how to obtain your business’s big data and what to do with it to gain better insights about your business.

    Frank Wiggins

    Chief Information Officer

    Frank is Chief Information Officer at The Gem Group, the promotional product industry's premier supplier of bags, business accessories, drinkware, gifts and writing instruments. A member of the senior executive team, Frank is responsible for leveraging Information Technology resources in order to transform the organization and drive business value as the industry is disrupted by digital technologies. Prior to the Gem Group, Frank spent thirteen years in charge of developing and scaling the Information Technology discipline at The Boston Beer Company during the company’s rapid growth from $180 million to $750 million in revenue. Frank’s earlier career includes roles with Breakaway Solutions, M&M/Mars and Nabisco. Frank holds a Bachelors of Arts in Computer Science and Economics as well as an MBA in Marketing from Rutgers University.

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    1 Point

  • Tech Summit 2017: Privacy Matters: Legal Issues Affecting

    Contains 3 Component(s), 1.00 credit offered

    This session will address often-overlooked legal issues related to privacy and personal information. Learn how your website’s privacy policy may jeopardize your business, discover how to comply with emerging laws covering personally identifiable information, and determine how to monitor employees without violating their rights.

    Mike Wilkos will address often-overlooked legal issues related to privacy and personal information. Learn how your website’s privacy policy may jeopardize your business, discover how to comply with emerging laws covering personally identifiable information, and determine how to monitor employees without violating their rights.

    Mike Wilkos

    National Sales Manager

    Mike Wilkos is the National Sales Manager for Vantage Apparel. Mike is also an attorney, licensed in New Jersey and New York. Before joining Vantage, Mike practiced law for several years in the areas of employment law, government law, and civil litigation. Mike attended Seton Hall University School of Law, where he served on the Seton Hall Law Review, and prior to that he attended the University of Delaware, from where he graduated magna cum laude. Mike is also a website and mobile app developer and has created several successful niche business, education, and reference apps that routinely rank on the App Store’s top US charts.

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    1 Point

  • Tech Summit 2017: Building Successful Web Stores

    Contains 3 Component(s), 1.00 credit offered

    If they aren’t already, web stores should be a part of your service offering. Fortunately, with the increasing amount of service providers in this space, building a web store for your client is easier than ever. But where should you start? How do you determine which platform is the best? How can you squeeze the most profit from a company store and what innovations are on the horizon? In this panel discussion, distributors, suppliers and platform providers come together to discuss these questions and more.

    If they aren’t already, web stores should be a part of your service offering. Fortunately, with the increasing amount of service providers in this space, building a web store for your client is easier than ever. But where should you start? How do you determine which platform is the best? How can you squeeze the most profit from a company store and what innovations are on the horizon? Eric Granata moderates a panel that tackles these questions and more.

    Eric Granata (Moderator)

    Vice President of Business Development

    Eric Granata is the VP of Business Development and resident geek at ROBYN, a branded products fulfillment company that creates and distributes promotional products, corporate apparel, and collateral printed materials through private-label, ecommerce company stores. ROBYN is a PPAI Gold Pyramid Award winner, a PPAI Silver Technology recipient, an Addy Award recipient, and was recognized three years in a row by Inc. Magazine as one of the 5,000 fastest growing private companies in the U.S., plus, has twice been featured in ASI’s Counselor magazine as one of the Best Places to Work. As the founder of Screen Four Solutions, Eric has been at the forefront of ecommerce and technology, building a variety of apps, B2C and B2B stores, as well as a variety of digital solutions for brand asset management.

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    1 Point

  • Tech Summit 2017: Best Practices and Tech Tips

    Contains 3 Component(s), 0.50 credits offered

    We'll explore the top tech tips of the year. Everyone will have an opportunity to submit a tip but only the top 30 will be presented. Anything can be submitted. Tell us about great utilities, new services, etc.

    Dale Denham, MAS+ will help us explore the top tech tips of the year. Everyone will have an opportunity to submit a tip but only the top 30 will be presented. Antyhing can be submitted. Tell us about great utilities, new services, etcf.

    Dale Denham, MAS+

    Chief Information Officer

    Dale Denham, MAS+, is the CIO for top 40 distributor Geiger and previously served as Senior Vice President of ASI. Recognized as the industry's top technologist, Dale has continued to deliver innovative, helpful products and solutions during his 20 years in the industry.

    Among the first 10 people certified as a Master Advertising Specialist+ by PPAI., Dale was also recognized by ASI Counselor Magazine as one of “40 under 40" and named one of Corporate Logo's Most Influential People in 2004.

    Paul Elfstrom

    IT Director

    Paul Elfstrom is the director of information technology for PPAI and is responsible for the management, strategy and execution of IT infrastructure for the Association. He also oversees technical projects that align with PPAI’s strategic plan to ensure effective delivery of Association programs. Currently, he serves as staff liaison to the Technology Committee. In his spare time, he enjoys family activities and playing guitar.

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    0.5 Point

  • Tech Summit 2017: Practical Security On A Budget

    Contains 3 Component(s), 1.00 credit offered

    Join this session to learn practical steps you can take to improve security in your business without breaking the budget.

    Join Bob Willis in this session to learn practical steps you can take to improve security in your business without breaking the budget.

    Bob Wallis

    Vice President of IT

    Bob Wallis is VP IT for Edwards Garment, a highly-rated, Top 25 apparel and program services provider to the promotional products industry.  Bob is passionate about developing talent, improving processes, sharing knowledge, and solving problems.  In addition to IT leadership roles, he has held technical roles in IT infrastructure, security, and audit as well as working in global IT talent management.  He has worked with companies and customers in small business, education, medium enterprise, and the Fortune 500.

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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

  • Tech Summit 2017: Supercharge The Data You're Providing Distributors Through SAGE

    Contains 3 Component(s), 1.00 credit offered

    As the most popular provider of information to the industry and PPAI’s technology partner, SAGE is already providing a lot of information about your company and products to distributors and end buyers. But through a direct integration using the SAGE Supplier Integration Toolkit, suppliers can provide additional valuable data to distributors and their clients, including inventory levels, order status, product data, and more. During this session, you’ll learn why providing this data will help your business and the ins and outs of how to get started.

    As the most popular provider of information to the industry and PPAI’s technology partner, SAGE is already providing a lot of information about your company and products to distributors and end buyers.  But through a direct integration using the SAGE Supplier Integration Toolkit, suppliers can provide additional valuable data to distributors and their clients, including inventory levels, order status, product data, and more.  During this session with Eric Natinsky, you’ll learn why providing this data will help your business and the ins and outs of how to get started.

    Eric Natinsky

    Co-founder and CEO

    Eric Natinsky is co-founder and Chief Executive Officer of SAGE. He has been working with computers all his life and has extensive experience in computer science. He holds a Bachelor of Science in Business Administration, double-majoring in Management and Marketing, from Washington University in St. Louis and a JD from The University of Texas at Austin. Eric is a member of the State Bar of Texas and is also a licensed patent attorney. In his spare time, he enjoys spending time with his family as well as supporting the arts in Austin through his position on the Board of Directors for ZACH Theatre.

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    1 Point

  • Tech Summit 2017: Cloud Deployments

    Contains 3 Component(s), 1.00 credit offered

    This panel discussion will feature persons from both distributor & supplier companies, large & small, who have implemented a variety of cloud-based solutions including email, ERP, backup/disaster recovery and other cloud-based solutions. Hear about the benefits, costs, and pitfalls of moving an application to the cloud.

    This panel discussion will feature persons from both distributor & supplier companies, large & small, who have implemented a variety of cloud-based solutions including email, ERP, backup/disaster recovery and other cloud-based solutions.  Hear from Dino Bangiorn and the panel about the benefits, costs, and pitfalls of moving an application to the cloud.

    Dino Bangiorn (Moderator)

    Application Development Team Lead

    Dino Bangiorno is the Application Development Team Lead at HALO Branded Solutions. For more than 15 years, Dino has provided technical leadership for HALO's software development team helping to support the company's continued growth.  Realizing the importance of a having deep understanding of the business he serves, Dino has also attained PPAI's Certified Advertising Specialist (CAS) and Product Safety Ambassador designations.

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    1 Point

  • Tech Summit 2017: PromoStandards - Product Data

    Contains 3 Component(s), 1.00 credit offered

    Join the founders of PromoStandards discuss and walk through in depth the three PromoStandards services that enable the most comprehensive set of product data standards in the industry. PromoStandards is an industry group that collaborate to create industry-leading open standards that enable industry participants to improve customer experience, reduce transactional friction, and effectively execute their digital strategy.

    Join Jon Norris, one of the founders of PromoStandards discuss and walk through in depth the three PromoStandards services that enable the most comprehensive set of product data standards in the industry. PromoStandards is an industry group that collaborate to create industry-leading open standards that enable industry participants to improve customer experience, reduce transactional friction, and effectively execute their digital strategy.

    Jon Norris

    Vice President

    Jon Norris is the vice president of operations for Starline USA Inc, located in Grand Island, New York, where he oversees manufacturing, warehousing, customer service and technology functions. Norris is currently the chair of the PPAI Technology Committee. Norris is currently helping drive an industry data integrations project, labeled PromoStandards, that believes that this is the future of our industry long term sustainability.He also is a PromoKitchen volunteer and Chef. As an industry Millennial, he is involved in numerous millennial initiatives industrywide to help drive the awareness of the changing workplace.

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    1 Point

  • Tech Summit 2017: Building Rock Stars - Practical Advice to Develop Talent

    Contains 3 Component(s), 1.00 credit offered

    It’s often said that people are the most important asset in any organization. Helping employees develop can increase employee engagement and retention and build valuable skills within your organization. Do you have a development plan in place for your employees or is it on the to-do list right after you finish the DRP? Do you frequently discuss and execute on the plan or is it shelf-ware that gets revisited at the annual review and seems to look the same every year? Is the content specific and actionable? For many managers, the desire to develop talent is there but the execution needs support. Join this session to get practical tips to help you develop rock star talent.

    It’s often said that people are the most important asset in any organization.  Helping employees develop can increase employee engagement and retention and build valuable skills within your organization.  Do you have a development plan in place for your employees or is it on the to-do list right after you finish the DRP?  Do you frequently discuss and execute on the plan or is it shelf-ware that gets revisited at the annual review and seems to look the same every year?  Is the content specific and actionable?  For many managers, the desire to develop talent is there but the execution needs support.  Join Bob Wallis in this session to get practical tips to help you develop rock star talent.

    Bob Wallis

    Vice President of IT

    Bob Wallis is VP IT for Edwards Garment, a highly-rated, Top 25 apparel and program services provider to the promotional products industry.  Bob is passionate about developing talent, improving processes, sharing knowledge, and solving problems.  In addition to IT leadership roles, he has held technical roles in IT infrastructure, security, and audit as well as working in global IT talent management.  He has worked with companies and customers in small business, education, medium enterprise, and the Fortune 500.

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    1 Point

  • Tech Summit 2017: Hands On - Five Security Tools That Kick Butt

    Contains 3 Component(s), 1.00 credit offered

    Join this session to learn about 5 tools that should be in your bag, why they’re awesome, and when to use them.

    Join Dana Morrow in this session to learn about 5 tools that should be in your bag, why they’re awesome, and when to use them.

    Dana Morrow

    Manager

    Dana joined the Digital Defense team in May 2007.  He manages a team of analysts conducting various security assessments, i.e., penetration testing, wireless security testing, physical security reviews, social engineering and enterprise security assessments.  Before that, he worked for Texas Health and Human Services and Customs and Border Protection (CBP) under the Department of Homeland Security (DHS).  Dana retired from the U.S. Air Force after honorably serving for 20 years. He previously served as the Communications Director for the Alamo Chapter ISSA board. Dana has been interviewed by the Wall Street Journal regarding social engineering. He volunteers time speaking and teaching at local universities, and industry security conferences."

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    1 Point

  • Tech Summit 2017: Creating A Technology Road Map

    Contains 3 Component(s), 1.00 credit offered

    As leaders, we are frequently challenged to balance our tactical responsibilities with our strategic ones. Our days get swallowed up in a never-ending cycle of reacting to the immediate problems and short term needs of our business. If we can make time to do strategic work, what should we do with that time? Building a Technology Strategy Roadmap enables you to have strategic conversations with your business partners about what their plans are and enables you to determine how technology will support them for the next 3-5 years. During this session, we’ll go through the most common steps IT leaders take to engage with their business partners to define and document a Technology Strategy Roadmap.

    As leaders, we are frequently challenged to balance our tactical responsibilities with our strategic ones.  Our days get swallowed up in a never-ending cycle of reacting to the immediate problems and short term needs of our business.  If we can make time to do strategic work, what should we do with that time? Building a Technology Strategy Roadmap enables you to have strategic conversations with your business partners about what their plans are and enables you to determine how technology will support them for the next 3-5 years.  During this session, go through the most common steps IT leaders take to engage with their business partners to define and document a Technology Strategy Roadmap.

    Frank Kania

    Manager

    Frank is a Manager within the Technology Infrastructure Advisory Team. He is a highly experienced information technology (IT) Consultant with 24 years working in the IT Industry. Frank has extensive knowledge in the design and deployment of systems and network architectures to support both Web and traditionally based business applications and services. He has a proven track record acquired through continual client engagement and delivery of leading edge infrastructures, all of which have delivered positive results for end-clients, including IT cost reduction, expansion of service capability and increased revenues Prior to joining RSM, Frank was a principle solutions architect and chief technical officer where he served government and defense, agriculture, financial services, health, manufacturing and service sector clients. Frank has worked in the United States, Europe, the Middle East and the Pacific Rim, helping clients embrace best practices in operations, security, and IT infrastructure.

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    1 Point

  • Tech Summit 2017: Tech Debate

    Contains 3 Component(s), 1.00 credit offered

    Join Dale Denham, MAS+ and Jon Norris for this tech debate. With so many technologies available to IT professional, we often rely on what we know best. Relying on only what you know, or are comfortable with, can lead to missing out on tools and techniques that others are capitalizing on. Our panelists will take sides and debate several technology topics giving you a chance to see multiple sides of each technology. Topics will range from very technical topics such as Linux vs Microsoft and Java vs .NET, to broader topics such as how IOT might affect our industry and the future of self-driving cars. The audience will join in and add their voices to the debate along with asking their own questions. Like all good debates, we will limit answers and give equal time to respond. You’ll leave this session with a lot of information to help you think differently and better plan for your organizations IT future.

    Join Dale Denham, MAS+ and Jon Norris for this tech debate. With so many technologies available to IT professional, we often rely on what we know best. Relying on only what you know, or are comfortable with, can lead to missing out on tools and techniques that others are capitalizing on. Our panelists will take sides and debate several technology topics giving you a chance to see multiple sides of each technology. Topics will range from very technical topics such as Linux vs Microsoft and Java vs .NET, to broader topics such as how IOT might affect our industry and the future of self-driving cars. The audience will join in and add their voices to the debate along with asking their own questions. Like all good debates, we will limit answers and give equal time to respond. You’ll leave this session with a lot of information to help you think differently and better plan for your organizations IT future.

    Dale Denham, MAS+ (Moderator)

    Chief Information Officer

    Dale Denham, MAS+, is the CIO for top 40 distributor Geiger and previously served as Senior Vice President of ASI. Recognized as the industry's top technologist, Dale has continued to deliver innovative, helpful products and solutions during his 20 years in the industry.

    Among the first 10 people certified as a Master Advertising Specialist+ by PPAI., Dale was also recognized by ASI Counselor Magazine as one of “40 under 40" and named one of Corporate Logo's Most Influential People in 2004.

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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