Leadership+Talent Development Summit 2019

January 22nd (Certification Day) and 23rd-25th (LTDS Conference Days) 2019 • San Diego, California
You're invited! Our 5th Annual Conference will be held in sunny San Diego this year, Tuesday, January 22nd – Friday, January 25th, 2019. Join fellow business coaches, consultants, corporate trainers and business executives from around the globe as we host presentations from world-class business, coaching and assessment experts! LTDS 2019 features world-class presentations from hand-picked experts in management, sales, coaching, presentation skills and other relevant business topics vital to developing your most important resources – your people and your clients.
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Speakers

Brad Sugars
CEO
ActionCOACH
Jim Cathcart
Speaker/Author, Founder of Cathcart Institute, Inc.
Patricia Fripp
President
Fripp & Associates
Ford Saeks
CEO
Prime Concepts Group Inc.
C. Lee Smith
President/CEO
SalesFuel
Steve Sisler
Behavioral Profiler
Behavioral Resource Group
Merrick Rosenberg
CEO
Take Flight Learning
Rick Barrera
Rick Barrera & Associates, Inc.
Lisa Shannon
Founder
Big Sky Bold
Will Pemble
Founder/CEO
Goal Boss
Frank Cowell
CEO
Elevator
Julie Wnukowski
SVP, Strategy & Operations
SalesFuel
Gregg Anderson
CEO
41 Orange
Emily Bass
CEO
Emily Bass Strategies
Tony Alessandra
Founder/Chief Visionary Officer
Assessments 24x7
Mark Snow
VP, Business Development
Assessments 24x7
Jennifer Larsen
VP of Instructional Design & Certification
Assessments 24x7
Matt Dickson
CMO
Assessments 24x7
Jared Moore
VP, Strategy
Assessments 24x7
Cathy Hanson
Director of Instructional Design & Certification
Assessments 24x7

Sponsors

Assessments 24x7
Title Sponsor
SalesFuel
Title Sponsor
TeamKeeper
Reception Sponsor

Schedule

  • 22 January
  • 23 January
  • 24 January
08:30 AM
Certification: Taking Flight with DISC

08:30 AM 04:30 PM Room A

Merrick Rosenberg

Certifications
08:30 AM
Certification: DISC Part 1

08:30 AM 10:00 AM Room B

Cathy Hanson

Jennifer Larsen

Certifications
08:30 AM
Certification: DISC Workshop Leader

08:30 AM 04:30 PM Room C

Mark Snow

Certifications
10:30 AM
Certification: DISC Part 2

10:30 AM 12:00 PM Room B

Cathy Hanson

Jennifer Larsen

Certifications
01:00 PM
Certification: Motivators Part 1

01:00 PM 02:30 PM Room B

Cathy Hanson

Jennifer Larsen

Certifications
03:00 PM
Certification: Motivators Part 2

03:00 PM 04:30 PM Room B

Cathy Hanson

Jennifer Larsen

Certifications
08:30 AM
Will Pemble: TBA

08:30 AM 10:00 AM Room B

Will Pemble

Marketing & Presentation Skills
08:30 AM
Steve Sisler: Understanding Self-Worth; Moving Ourselves and our Clients from Survival to Success

08:30 AM 10:00 AM Room C

Steve Sisler

Product
08:30 AM
Rick Barrera: How to Make Clients Beg You to Buy Assessments Part 1

08:30 AM 10:00 AM Room A

Rick Barrera

Sales
10:00 AM
Break

10:00 AM 10:30 AM

Break
10:30 AM
Rick Barrera: How to Make Clients Beg You to Buy Assessments Part 2

10:30 AM 12:00 PM Room A

Rick Barrera

Sales
10:30 AM
Gregg Anderson: How to Execute LinkedIn Outreach

10:30 AM 12:00 PM Room B

Gregg Anderson

Marketing & Presentation Skills
10:30 AM
Jim Cathcart: Professional Longevity, How To Build A Career That Lasts

10:30 AM 12:00 PM Room C

Jim Cathcart

Marketing & Presentation Skills
12:00 PM
Lunch

12:00 PM 01:00 PM

Break
01:00 PM
C. Lee Smith: TBA

01:00 PM 02:30 PM Room A

C. Lee Smith

Sales
01:00 PM
Patricia Fripp: How to Effectively Sell Yourself, Your Ideas, and Your Services Part 1

01:00 PM 02:30 PM Room B

Patricia Fripp

Marketing & Presentation Skills
01:00 PM
Merrick Rosenberg: Innovating IDEAs: The DISC-Based Training Program that Brings Ideas to Life

01:00 PM 02:30 PM Room C

Merrick Rosenberg

Sales
02:30 PM
30 Min Break

02:30 PM 03:00 PM

Break
03:00 PM
Julie Mensi: What Does It Take to Get a "Yes"!?

03:00 PM 04:30 PM Room A

Julie Wnukowski

Sales
03:00 PM
Patricia Fripp: How to Effectively Sell Yourself, Your Ideas, and Your Services Part 2

03:00 PM 04:30 PM Room B

Patricia Fripp

Marketing & Presentation Skills
03:00 PM
Mark Snow & Emily Bass: TBA

03:00 PM 04:30 PM Room C

Emily Bass

Mark Snow

Product
06:30 PM
Welcome Cocktail Party

06:30 PM 08:00 PM Hotel Courtyard/Bar

Networking
08:30 AM
Dr. Russ Watson & Lisa Shannon: TBA

08:30 AM 10:00 AM Rooms A&B

10:00 AM
Break

10:00 AM 10:30 AM

Break
10:30 AM
Ford Saeks: Business Growth Acceleration: Improving Your Find-ability, Unique-ability, and Profitability!

10:30 AM 12:00 PM Rooms A&B

Ford Saeks

12:00 PM
Lunch

12:00 PM 01:00 PM Waterside Terrace

Break
01:00 PM
Brad Sugars: The Top 21 Mistakes Businesses Make in Marketing

01:00 PM 02:30 PM Rooms A&B

02:30 PM
30 Min Break

02:30 PM 03:00 PM

Break
03:00 PM
Frank Cowell: Winning in Today's Crowded, Noisy World

03:00 PM 04:30 PM Rooms A&B

Frank Cowell

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Brad Sugars

CEO
ActionCOACH
Website: www.bradsugars.com, www.actioncoach.com

Brad Sugars’ main business ActionCOACH began in 1993 in Brisbane, Australia. Today, Entrepreneur magazine ranks it as the leading business coaching franchise. The company has received many awards in both franchising and in business.

Originally the business coaching company’s global headquarters were based in Milton, Brisbane in Australia. It also had offices in London and Las Vegas at the same time. In 2007, Brad Sugars decided to close both the London office and Brisbane headquarters for the ActionCOACH brand and base everything out of Las Vegas.

The decision to leave Australia was based on business practicality.
“I found that many of my executives had to be awake in the middle of the night in order to speak with our franchisees. As we grew this was becoming more and more impractical.” Brad says.

“Having an office in Las Vegas was due to the fact that timezone allowed most business could be conducted during business hours.”
“When I started the business, we did not have voice over internet or VOIP. Today you can conduct a global business without having an office in every country. Plus having your team under one roof means you can maintain culture and increase productivity.”

“Leaving Australia was a big decision for me. My parents are there and I have young kids who do not get to see their grandparents as often. I love Australian football,” Brad says.

“In the end, it was about what was best for the company and the franchisees.”

The move to Las Vegas in 2006 meant that his incumbent CEO elected to stay behind and Brad, despite looking for a replacement, chose to step back full time into the role. For the previous four years, Brad had “retired” from a day to day role within ActionCOACH. As company Chairman meeting with key executives on company performance indicators on a monthly basis.

Returning to the role full time has seen some changes large and small.
“I don’t run a business coaching company,” Brad says.

“I run a franchise that offers business coaching services and a world-class one at that.”

Brad’s leadership style is exactly who is on stage or as a business coach. He will stretch you to perform above and beyond your own capabilities. He will not accept mediocrity.

During an interview with Mentor Magazine, Brad Sugars told the journalist;

“When I was twenty one, I said to my Dad, “You know Dad, I can’t get any good people in my company.” He turned to me and said, “You know Brad, you get the people you deserve.” I realized that, if I am an atrocious leader then I get really bad people. So I have to learn to be a great leader and then I will attract top people. I have to build an awesome company that attracts awesome people. Have a vision. If I run a poor business I will attract poor people. So that whole leadership and teambuilding aspect is vital to running a business and being successful.”

Brad Sugars makes no apologies about expecting the best from his people.

“The ActionCOACH system talks about the cycle of business. The owner should focus on the team. The team should look after the customers. The customers will look after the business and the business will look after the owner. If I don’t expect the very best in my people and help them to grow then the truth is I won’t have great people or a great company.” Brad says.

“If I allow people to be just okay, or to be mediocre – then what I am saying is I want a company that is just okay. Anyone who knows me will tell you that is not what I am about.”


Jim Cathcart

Speaker/Author, Founder of Cathcart Institute, Inc.
Website: http://cathcart.com

Jim Cathcart, CSP, CPAE is one of about five speakers in the entire world who have received virtually every award and honor in their field.

As a past president of the National Speakers Association, Cavett Award recipient, Golden Gavel award, Speakers Hall of Fame CPAE, Sales and Marketing Hall of Fame, Certified Speaking Professional, author of 18 books including 3 international bestsellers, veteran of over 3,100 paid presentations, cofounder of the China Speakers Association, cofounder of the Professional Speaking Institute, creator of the Professional Competencies system upon which all of NSA’s professional education is built, and more. There are few people in the history of the speaking profession who have received so many awards and honors!

Yet on the personal side, Jim is a regular guy. He plays guitar and sings in night clubs, runs mountain trails 3 days a week, rides motorcycles on the twistiest roads he can find and spends plenty of time active in his community and with his family. He’s also the former business partner who lured Dr. Tony Alessandra away from his professorship in academia and into the world of training and speaking.

23 January

Jim Cathcart: Professional Longevity, How To Build A Career That Lasts

10:30 AM 12:00 PM Room C

Marketing & Presentation Skills

Patricia Fripp

President
Fripp & Associates
Website: https://www.fripp.com/

THE Presentation Skills Expert
President, Fripp & Associates

When your message must be memorable, your presentation powerful, and your sale successful, call Patricia Fripp. One of the few professional speakers who can transform the presentation skills of others, she is an executive speech coach and sales presentation skills trainer. Kiplinger's Personal Finance wrote that one of the best investments you can make in your career is Patricia Fripp’s presentation skills training.
Patricia simplifies and demystifies the process of preparing and presenting powerful, persuasive presentations. She delivers her message through keynote speeches, breakout sessions, and in-depth customized training and coaching. Patricia is now virtually everywhere with FrippVT, her interactive, learn-at-your-own-pace, virtual presentation skills training.
Named “One of the 10 most electrifying speakers in North America” by Meetings and Conventions magazine, Patricia delivers high-content, entertaining, dramatically memorable presentations. She has won and been awarded these designations by the National Speakers Association: Certified Speaking Professional (CSP), CPAE, Hall of Fame keynote speaker, and the Cavett Award (considered the Oscar of speaking).
Patricia is a past president, and the first female president, of the over 3,500-member National Speakers Association. She is a member of the highly prestigious Speakers Roundtable, an invitation-only group of highly regarded professional speakers, authors, and consultants.

23 January

Patricia Fripp: How to Effectively Sell Yourself, Your Ideas, and Your Services Part 1

01:00 PM 02:30 PM Room B

Marketing & Presentation Skills

23 January

Patricia Fripp: How to Effectively Sell Yourself, Your Ideas, and Your Services Part 2

03:00 PM 04:30 PM Room B

Marketing & Presentation Skills

Ford Saeks

CEO
Prime Concepts Group Inc.
Ford Saeks has redefined the formula for business success. His efforts have helped companies generate a total of over a billion dollars in sales worldwide.

From start-ups to Fortune 500’s, Saeks is widely recognized as a Business Growth Innovator. With over 20 years’ experience (ranging from retail to wholesale), he has founded over ten companies, authored four books, awarded three U.S. patents, and received numerous industry awards.

Tenacity and innovation are what fuels this revenue-generating powerhouse. From grassroots to Google, Ford provides his clients with fresh perspectives and doable tactics to resolve marketing, operations, and growth challenges. As President and CEO of Prime Concepts Group, Inc., an integrated marketing services firm, Ford specializes in helping businesses attract loyal and repeat customers, monetize social media, and ignite creativity. Learn More about Ford Saeks at www.PrimeConcepts.com

24 January

Ford Saeks: Business Growth Acceleration: Improving Your Find-ability, Unique-ability, and Profitability!

10:30 AM 12:00 PM Rooms A&B

C. Lee Smith

President/CEO
SalesFuel
C. Lee Smith is President and CEO of SalesFuel, which leverages data on prospects and employees to help sales teams close more deals, develop talent and increase revenue. More than 1,500 sales teams nationwide use the company’s products to take the guesswork out of sales and management, harnessing the Power to Sell Smarter® and Manage Smarter™ to boost sales and improve the bottom line.

Lee’s concentration is sales management, talent development and sales enablement. He is one of the country’s foremost experts on advertising, consumer behaviors, sales teams and performance, as well as small business marketing and audience segmentation.

Lee’s core products and creations include the newly launched TeamKeeper®, a data-driven talent retention™ tool and revolution new platform for high performing sales teams. Lee is also the creator of AdMall®, the nation's leading provider of consultative sales intelligence for local advertising and digital media sales – used by more than 2,000 media properties across America.

You can enjoy Lee’s thought leadership on Media Sales Today, an e-zine he founded that now has with more than 7,500 unique readers. Lee has an Executive Leadership Certificate from Cornell University and is a Gitomer Digital Certified Advisor, one of just 10 professionals worldwide licensed to train and consult using the works of Jeffrey Gitomer. He is a speaker and panelist at industry trade shows and events. Lee is also a graduate of Ohio University.

When not planning SalesFuel’s next breakthrough tool for his clients, you can find Smith with his competitive bicycle riding team, The Honey Badgers.

Websites:
www.salesfuel.com
www.teamkeeper.com

23 January

C. Lee Smith: TBA

01:00 PM 02:30 PM Room A

Sales

Steve Sisler

Behavioral Profiler
Behavioral Resource Group
Website: http://www.behavioralresourcegroup.com

For more than thirty years, Steven Sisler has been an innovator in the areas of people types, personality consultation, family/relationship dynamics and emotional intelligence.

As a behavioral mastermind and personality expert certified in both behavior and values analysis, Steve is a frequent guest on world-class podcasts such as The Art of Charm, Setori Prime, The Unmistakable Creative, The Competitive Edge, and Ben Greenfield. Totaling over 2 million downloads; Steve is making a difference around the world.
Steve has consulted on “personality difference” with over one hundred .com companies in 18 countries including The US Military, Beechnut Nutritional Corp, Signature Brands, Mastermindtalks, and Book-in-a-box.com, to just name a few.

Steven has lectured at the EO Entrepreneurial Masters Program at M.I.T. for the last 6 years and has spoken over 4,000 times in his career including speaking in Athens Greece, 5 Australian Cities, Canada, Spain, New Zealand, Newfoundland, and has shared the stage with world class entrepreneurs such as David Asbrey—founder of Bullet Proof Coffee, Cameron Herald—former COO of 1-800-gotjunk, Guy Kawasaki—Apple’s former Chief Evangelist, Kimbal Musk—board member Tesla Motors, and Steve Sims of BlueFish.

Steve is currently working with his partner, Zeke Lopez on a multi-year project creating improved behavioral and motivational assessment tools based upon the Aristos Personality model, which will integrate both behavioral, axiological, and motivational factors into one cohesive framework. Today’s talk will give you a brief overview of how understanding our workplace motivators and brain types will ensure a thriving consulting career, a voice to the masses, and a lucrative income.

Steve has authored 7 books including: “The Four People Types and what drive’s them,” “There’s More To Management Than A Big Desk," and a 30 year Theological work entitled, “The Freedom of Being; forsake the opinions of others and release your authentic self,” where Steve dismantles old theological ideas and reshapes them for modern living. His latest work entitled, “The Angry Brain, understanding the dominant personality,” will hit Amazon late this year.

Steve has 3 children and lives in Dallas with his wife of 33 years.

Websites: 
www.behavioralresourcegroup.com
www.stevesisler.org

23 January

Steve Sisler: Understanding Self-Worth; Moving Ourselves and our Clients from Survival to Success

08:30 AM 10:00 AM Room C

Product

Merrick Rosenberg

CEO
Take Flight Learning
Website: www.TakeFlightLearning.com

Merrick Rosenberg is a keynote speaker and thought leader on personality styles and team development. He co-founded Team Builders Plus in 1991 and Take Flight Learning in 2012. He is the author The Chameleon and co-author of Taking Flight!.

Merrick has led DISC training programs for more than 30,000 people and spoken to tens of thousands more on how to incorporate the personality styles in their work and lives. The DISC training program that Merrick designed, Taking Flight with DISC was recognized as the Best Personality Styles Training Program in the United States by Corporate Vision Magazine.

Merrick specializes in team building and helping people utilize the DISC personality styles to build better relationships and create engaging work environments. As CEO of Take Flight Learning, he led his organization to be selected by the Philadelphia Business Journal as one of the Fastest Growing Companies and Best Places to Work in the Philadelphia area. Under his leadership, his company was selected as the New Jersey Business of the Year by NJ Biz magazine. He received his MBA specializing in Organizational Development from Drexel University who selected him as the Alumni Entrepreneur of the Year.

Merrick has also been recognized as the NJ CEO of the Year by AI magazine and Delaware Valley HR Consultant of the Year by the Society for Human Resource Management.

In addition to speaking at conferences and events for companies, Merrick has spoken to groups, such as: TEDx, Association for Talent Development, Society for Human Resource Management, Project Management Institute, International Society for Performance Improvement, Employer's Council, American Society for Quality, Vistage International, President's Club, Pharma Forum, and Young Associates.

Publications regularly seek Merrick’s input, as he has been interviewed by: New York Times, Fast Company, Fortune, Huffington Post, Forbes, Herald Tribune, Wall Street Journal, InformationWeek, Inc., Parents and Glamour. Merrick is also a sought-after guest on radio and television shows. His articles have been featured in PopSugar, Tech.co, Training, T&D, Business News Daily, Young Upstarts, JollyBoss, HR.com, Sales & Marketing Management, and MyCustomer.

He has worked with people at all levels, from line staff to senior managers at more than half of the Fortune 100 companies in the US and around the world. He has worked with small and large organizations in a variety of industries: AAA, Adidas, Alstom Power, Aramark, Bank of America, Blue, Cross Blue Shield, Campbell Soup Company, Colgate Palmolive Comcast, ExxonMobil, Ford Motor Company, General Electric, GlaxoSmithKline, Hewlett-Packard, InterContinental Hotels Group, Johnson & Johnson, L'Oreal, Lockheed Martin, Lufthansa, Nabisco, NBCUniversal, Nestle Purina, Novartis, PECO Energy, Pepsi, Philadelphia Eagles, Reliance Standard Life, Roche, Samaritan Hospice, Temple University, UnitedHealthcare, and Verizon. Merrick has also worked with government agencies, such as the Environmental Protection Agency, Interpol, Social Security Administration, US Forest Service, as well as the US Army, Navy, Air Force and Marines.

22 January

Certification: Taking Flight with DISC

08:30 AM 04:30 PM Room A

Certifications

23 January

Merrick Rosenberg: Innovating IDEAs: The DISC-Based Training Program that Brings Ideas to Life

01:00 PM 02:30 PM Room C

Sales

Rick Barrera

Rick Barrera & Associates, Inc.
Website: http://www.barrera.com

Rick Barrera is known as the Revenue Accelerator because of his ability to rapidly drive revenue growth and generate recurring revenue for his clients.

Rick is the co-author (with Tony Alessandra) of the groundbreaking books “Non-Manipulative Selling” published by Prentice-Hall and “Collaborative Selling” published by John Wiley and Sons. He and his co-authors pioneered many of the sales strategies that are taken for granted today and Rick continues to revolutionize the field of professional selling with his cutting edge ideas and his unique point of view.

Collaborative Selling is the ONLY “Pure Questioning Technology” in the sales arena. It’s power to transform client meetings and drive sales is revolutionary.

23 January

Rick Barrera: How to Make Clients Beg You to Buy Assessments Part 1

08:30 AM 10:00 AM Room A

Sales

23 January

Rick Barrera: How to Make Clients Beg You to Buy Assessments Part 2

10:30 AM 12:00 PM Room A

Sales

Lisa Shannon

Founder
Big Sky Bold
Website: www.BigSkyBold.com

Lisa Shannon believes that workplaces can and should be a place where people thrive. As President & Founder of Big Sky Bold, she is dedicated to partnering with consultants, coaches and solopreneurs to help promote their services and tools to talent professionals. Lisa is a solution-oriented business development strategist, brand builder, and content developer with over two decades of experience managing high growth training, assessment and leadership development product portfolios. Before starting Big Sky Bold, Lisa took on various marketing, editorial, sales, and executive leadership positions for Jossey-Bass/Pfeiffer/Wiley. She helped to grow the talent development and assessment business line for Wiley, working closely with several high-profile brands and authors include The Leadership Challenge® (Jim Kouzes and Barry Posner), The Five Dysfunctions of a Team® (Pat Lencioni), and Everything DiSC®. A Montana native, Lisa chose the name Big Sky Bold because it represents her values of hard work, possibility thinking, and authenticity.

Will Pemble

Founder/CEO
Goal Boss
Internet pioneer Will Pemble built and sold Web.com, one of the largest web hosts on earth. A serial entrepreneur, he has been building and growing businesses of all shapes and sizes for more than 25 years. In addition to Web.com, Will built and sold a national technical certification company, and one of the first Internet Service Providers in San Francisco.

Will's dynamic style, broad experience, and genuine enthusiasm for business bring out the very best in the leaders and teams he serves. As a facilitator and keynote speaker, Will's feedback score consistently rank in the 94th percentile, setting him apart from industry colleagues and peers alike.

Will coaches his clients on leadership, team dynamics, strategic planning, scaling up, web strategy, product management, marketing, software development, and business operations.

23 January

Will Pemble: TBA

08:30 AM 10:00 AM Room B

Marketing & Presentation Skills

Frank Cowell

CEO
Elevator
Website:  www.elevatoragency.com

Frank Cowell is CEO at Elevator, a digital marketing agency based in the San Diego, California area. With 20 years of digital marketing experience, Frank works regularly with CEOs and executives who want to create digital brand experiences that effectively positions the brand while driving inbound leads, opportunities, and sales.When Frank founded Elevator in early 2004, his primary focus was website development and Internet marketing. He started by developing a successful website content management system (CMS) from the ground up, and over the past 10 years has helped Elevator morph into a digital marketing agency that focuses on helping companies develop systematic, measurable digital marketing programs. Frank is author of The Actionable Brand, which details a concept he pioneered to make brands more accessible to internal stakeholders and external audiences.Frank is, also, the creator of The Elevator Formula, a growth strategy that systematically transforms strangers into raving fans in the digital age.A self-taught programmer with a deep understanding of technology, Frank enjoys a unique blend of brand development and marketing savvy that enables him to offer fresh perspectives on often-complex marketing concepts that he distills into actionable, easy-to-understand language. An energetic and entertaining speaker, Frank presents regularly to regional and national organizations on topics related to branding and digital marketing.With Elevator, his efforts have resulted in numerous nominations for awards and recognition, including being named 2012’s “American Marketer of the Year” by the San Diego Chapter of the American Marketing Association (AMA). He has helped clients grow their businesses by guiding them through the process of optimizing their brand experiences through human engagement and connectedness. Prior to founding Elevator, Frank worked in Sales and Marketing with Tandy, AT&T, and other technology companies. He is a Veteran of the United States Marine Corps and regularly volunteers his talents to the San Diego AMA and Jr. Achievement, while mentoring young people in the areas of branding and digital marketing.Frank loves to travel, surf, and is a martial artist. He is married and has four children.

24 January

Frank Cowell: Winning in Today's Crowded, Noisy World

03:00 PM 04:30 PM Rooms A&B

Julie Wnukowski

SVP, Strategy & Operations
SalesFuel
Website:  www.salesfuel.com

Heads the Business Group for SalesFuel, including training, coaching, deployment and business operations. Former ad agency executive and award-winning nonprofit CEO.

23 January

Julie Mensi: What Does It Take to Get a "Yes"!?

03:00 PM 04:30 PM Room A

Sales

Gregg Anderson

CEO
41 Orange
Website: www.41orange.com

Gregg is Veteran, and the CEO of a private equity-backed growth agency, helping companies build programs to generate predictable revenue. Gregg and his team play a key role in maximizing productivity and results from their client's sales teams through the use of sales and marketing automation technology and effective lead generation programs. Gregg earned a BA in Business Administration from SDSU.

23 January

Gregg Anderson: How to Execute LinkedIn Outreach

10:30 AM 12:00 PM Room B

Marketing & Presentation Skills

Emily Bass

CEO
Emily Bass Strategies
Website: https://emilybassstrategies.com

Emily has spent her life doing what she is passionate about – making dreams come true. She became nationally known for her skiing and coaching skills, putting her energies toward getting people with disabilities out on the hill, especially those who never dreamed they could do such a thing.
Later in her career, Emily worked in nonprofit leadership positions, helping nonprofits to clarify their purpose and discover the best path to fulfill their mission. She earned her Master’s in social work and landed in philanthropy, another dream job, managing programs around substance abuse, child protection, suicide prevention and other important societal issues. Emily went on to work in a clinical setting with troubled teens. Each skill learned complemented the other, creating a unique skill set for Emily.
Enjoying the purpose of each of her roles, Emily longed to have a broader impact. She became certified in executive coaching and as an Advanced Practitioner in DISC, Motivators, Hartman Values Profile (HVP), Emotional Intelligence (EIQ-2) and Learning Styles assessments. Emily now combines her skills from each of her leadership and clinical roles with the success she has in skiing. Working directly with leaders, making them great, fulfills collective dreams and achieves a broader impact.
Emily’s greatest strength is her ability to see the potential in others and help them to move forward within the challenges of the work place and in learning environments. She is currently fulfilling her passion to make the dreams of others come true though her Adventure Leadership Summit, Individual and Group Assessments, and Executive Coaching.

23 January

Mark Snow & Emily Bass: TBA

03:00 PM 04:30 PM Room C

Product

Tony Alessandra

Founder/Chief Visionary Officer
Assessments 24x7
Dr. Tony Alessandra helps companies turn prospects into promoters. He is two speakers in one... a professor and a performer, or as one client put it – he delivers college-level lectures in a comedy store format. Tony offers audiences the opportunity to enjoy themselves while learning practical, immediately applicable skills that positively affect their relationships with prospects, customers and co-workers.

His focus is on how to create instant rapport with prospects, employees & vendors; how to convert prospects and customers into business apostles who will “preach the gospel” about your company and products; and how to out-market, out-sell and out-service the competition.

Dr. Alessandra has a street-wise, college-smart perspective on business, having been raised in the housing projects of NYC to eventually realizing success as a graduate professor of marketing, Internet entrepreneur, business author, and hall-of-fame keynote speaker. He earned a BBA from Notre Dame, an MBA from the Univ. of Connecticut and his PhD in marketing in 1976 from Georgia State University.

Tony is the founder of Assessments 24x7 LLC, a company that offers a variety of online assessments, including the widely used DISC profile, the Hartman HVP, Motivators (Values/PIAV) assessment, and several 360º effectiveness assessments.

He is also a prolific author with 30 books translated into over 50 foreign language editions, including the newly revised, best-selling The NEW Art of Managing People; Charisma; The Platinum Rule; Collaborative Selling; and Communicating at Work.
He is featured in over 100 audio/video programs and films, including DISC Relationship Strategies; The Dynamics of Effective Listening; and Gaining the EDGE in Competitive Selling. He is also the originator of the internationally recognized behavioral style assessment tool - The Platinum Rule®.

Dr. Alessandra was inducted into the NSA Speakers Hall of Fame in 1985. In 2009, he was inducted as one of the “Legends of the Speaking Profession;” in 2010-2014, he was selected 5 times as one of the Speakers.com Top 5 Sales/ Marketing/ Customer Service Speakers by Speaking.com; in 2010, Tony was elected into the inaugural class of the Top Sales World Sales Hall of Fame; in 2012, he was voted one of the Top 50 Sales & Marketing Influencers; and also in 2012, Dr. Tony was voted the #1 World’s Top Communication Guru.

Recognized by Meetings & Conventions Magazine as "one of America's most electrifying speakers," Tony's polished style, powerful message, and proven ability as a consummate business strategist consistently earn rave reviews and loyal clients.

Mark Snow

VP, Business Development
Assessments 24x7
Mark Snow is the Vice President of Program Development for Assessments 24x7. Over the past 15 years, he has worked with hundreds of leading organizations on a variety of performance improvement initiatives specializing in the areas of leadership impact, strategic performance interventions, instructional design for classroom delivery, and defining success metrics to ensure alignment to business needs.

Mark is a Master Certified practitioner of the DISC assessment and has utilized his expertise to provide a deeper understanding of group dynamics and cultural impact with organizations across the globe. He is a sought after speaker and thought leader and speaks regularly for ATD, Training Magazine, IQPC , SHRM, and other performance-based associations and groups.

He has also served on the National Board of Directors of The Institute of Management Consultants, the sole certifying body for the designation of Certified Management Consultant (CMC). As a board member, he shares the responsibility of shaping the management consulting industry and expanding the reach of an organization focused on Ethics and Excellence in consulting.

22 January

Certification: DISC Workshop Leader

08:30 AM 04:30 PM Room C

Certifications

23 January

Mark Snow & Emily Bass: TBA

03:00 PM 04:30 PM Room C

Product

Jennifer Larsen

VP of Instructional Design & Certification
Assessments 24x7
Jennifer Larsen is Assessments 24x7’s VP of Instructional Design and Certification, Coach/Mentor, Professional Values Analyst, and instructional designer for client customization and resource development. She specializes in helping clients, coaches and facilitators understand unique assessment results, and assists individuals and groups in personal and professional development.

Through educating others in improving communication, understanding critical thinking, embracing learning styles, evaluating emotional intelligence, and aligning behavior and values, Jennifer seeks to infuse others with a passion for learning and growing, encourage self-awareness, and impart simple, practical and applicable knowledge to help grow relationships and increase personal and professional effectiveness.

Her career path has included individual and organizational development, secondary and adult education, customer service, corporate finance, and investor relations.

She holds a Washington State Secondary Education Teaching Certificate, a Bachelor of Arts in English with an emphasis in Composition & Rhetoric, a Master of Arts in Adult Education and Training, a Master of Science in Psychology, and a Master of Business Administration with an emphasis in Human Resource Management.

She is also certified in a variety of training courses and development workshops with many well-known vendors. She’s traveled all over the world sharing her passion and expertise, and training and certifying others to make a difference. Jennifer has delivered intimate and large-scale, public and private presentations since 2001 to corporate, educational, and professional development audiences on topics such as leadership development, self-awareness and personal growth, relationships between men and women, building effective communication, and quality training programs.

Jen is an avid painter, a professional singer and an active mom.

22 January

Certification: DISC Part 1

08:30 AM 10:00 AM Room B

Certifications

22 January

Certification: DISC Part 2

10:30 AM 12:00 PM Room B

Certifications

22 January

Certification: Motivators Part 1

01:00 PM 02:30 PM Room B

Certifications

22 January

Certification: Motivators Part 2

03:00 PM 04:30 PM Room B

Certifications

Matt Dickson

CMO
Assessments 24x7
In a time of marketing specialists, Matt has the unique ability to see the "big picture" and pull seemingly disparate aspects of an organization's marketing into a single cohesive brand strategy that elevates its identity and accelerates growth. He's equal parts creative and strategically pragmatic, with a strong vision for success in a 21st century business environment.

Hailing from San Francisco, Matt began his career as writer and contributing editor for more than a dozen publications including The San Francisco Bay Guardian, The LA Weekly, Surface Magazine, The Wire Magazine and The Village Voice.

After moving to San Diego in 2009, Matt accepted a multimedia account management position with The San Diego Reader (w/ Voice Media Group). For the next 5-1/2 years he developed and orchestrated dozens of regional and national advertising campaigns for organizations like Toyota, VA Clinical Research, AMC Theaters and Massage Envy. In October 2014 Matt left The San Diego Reader/Voice Media Group and joined Assessments 24x7 to spearhead their marketing as CMO.

Matt instantly set about launching an 18-month rebranding strategy for Assessments 24x7 that touched upon almost every facet of the business. In his first 13-months as CMO, Assessments 24x7’s monthly gross sales and new client acquisition rates more than doubled. Among many other things, Matt oversees sales & marketing objectives, brand conceptualization & management, marketing collateral creation, product redesign, copy-writing, social media management, advertising buys, website management and writing, email marketing, client consultations and new account procurement.

Matt and his wife live in San Diego, California. He received his Bachelor of Arts (BA) with honors in Journalism from San Francisco State University’s impacted 5-year program (2004). He was a recipient of the Young Journalists of America ladder program for graduate students at University of California, Berkeley (2005).

Jared Moore

VP, Strategy
Assessments 24x7
Jared joined the Assessments 24x7 team full time in 2017 after previously serving as a strategic advisor for the company for the past several years. He brings over 12 years of marketing experience and expertise to Assessments 24x7 as the VP of Strategy. His main focus is to expand marketing, sales, and strategic operations.

Prior to joining the Assessments 24x7 team, Jared spent five years helping grow Elevated, a prominent Digital Marketing Agency in San Diego. In his time at Elevated, the company experienced explosive three-year sales growth of 1,723% and landed a spot on the Inc. 500 list of the nation's fastest-growing private companies in 2015.

Cathy Hanson

Director of Instructional Design & Certification
Assessments 24x7

22 January

Certification: DISC Part 1

08:30 AM 10:00 AM Room B

Certifications

22 January

Certification: DISC Part 2

10:30 AM 12:00 PM Room B

Certifications

22 January

Certification: Motivators Part 1

01:00 PM 02:30 PM Room B

Certifications

22 January

Certification: Motivators Part 2

03:00 PM 04:30 PM Room B

Certifications

Assessments 24x7

Title Sponsor
The world's top coaches and Fortune 500s rely on our behavioral and cognitive assessments (DISC, Motivators, Hartman Value Profile, Emotional Intelligence, 360º, etc) to ensure the outcomes of their decisions concerning employee hiring/ selection/ evaluation, team-building, communication & conflict, leadership development, sales training and more.

Assessments accomplish these goals by measuring a variety of criteria: decision making and judgment, motivations, skill proficiencies, work styles, behavioral characteristics and personal values. You can think of assessments as 21st Century "MRI tests" for uniquely evaluating each individual's compatibility (and predicting their success) as the member of a professional team or within a specific occupational role.

Modern, online assessments reduce the risk and take the guess work out of the greatest business variable of them all-- "human capital."

Learn more at assessments24x7.com

SalesFuel

Title Sponsor

SalesFuel® leverages critical insights that enable their clients to acquire, develop and retain their best employees and customers.

SalesFuel provides more than 2,000 sales teams nationwide with the power to Sell Smarter® and Manage Smarter™ through its unique portfolio of SaaS platforms, consulting and intelligence.

SalesFuel solutions include its new data-driven talent retention platform TeamKeeper®, its AdMall® product line for media sales and agency new business hunters and its AudienceSCAN® line of marketing research and customer purchase intent data. The company’s current core products also include the SalesFuel API and Gitomer Certified Sales Training.

As a leader in management, workplace culture, sales and technology, SalesFuel provides white papers and daily sales briefings at SalesFuel.com. For more information, visit http://www.salesfuel.com, like on Facebook or follow on Twitter, LinkedIn and Vimeo.

TeamKeeper

Reception Sponsor
Certifications

Certification: Taking Flight with DISC

08:30 AM 04:30 PM Room A

Speakers

Merrick Rosenberg
CEO
Take Flight Learning
Certifications

Certification: DISC Part 1

08:30 AM 10:00 AM Room B

Speakers

Cathy Hanson
Director of Instructional Design & Certification
Assessments 24x7
Jennifer Larsen
VP of Instructional Design & Certification
Assessments 24x7
Certifications

Certification: DISC Workshop Leader

08:30 AM 04:30 PM Room C

Speakers

Mark Snow
VP, Business Development
Assessments 24x7
Certifications

Certification: DISC Part 2

10:30 AM 12:00 PM Room B

Speakers

Cathy Hanson
Director of Instructional Design & Certification
Assessments 24x7
Jennifer Larsen
VP of Instructional Design & Certification
Assessments 24x7
Certifications

Certification: Motivators Part 1

01:00 PM 02:30 PM Room B

Speakers

Cathy Hanson
Director of Instructional Design & Certification
Assessments 24x7
Jennifer Larsen
VP of Instructional Design & Certification
Assessments 24x7
Certifications

Certification: Motivators Part 2

03:00 PM 04:30 PM Room B

Speakers

Cathy Hanson
Director of Instructional Design & Certification
Assessments 24x7
Jennifer Larsen
VP of Instructional Design & Certification
Assessments 24x7
Marketing & Presentation Skills

Will Pemble: TBA

08:30 AM 10:00 AM Room B

Speakers

Will Pemble
Founder/CEO
Goal Boss
Product

Steve Sisler: Understanding Self-Worth; Moving Ourselves and our Clients from Survival to Success

08:30 AM 10:00 AM Room C

Understanding Self-Worth and how misappropriating our own value deteriorate our ability to coach others effectively. This engagement will incorporate emotions, behavior, and values and enlighten others on how understanding these key attributes can leverage our effectiveness.

Speakers

Steve Sisler
Behavioral Profiler
Behavioral Resource Group
Sales

Rick Barrera: How to Make Clients Beg You to Buy Assessments Part 1

08:30 AM 10:00 AM Room A

Speakers

Rick Barrera
Rick Barrera & Associates, Inc.
Break

Break

10:00 AM 10:30 AM

Sales

Rick Barrera: How to Make Clients Beg You to Buy Assessments Part 2

10:30 AM 12:00 PM Room A

Speakers

Rick Barrera
Rick Barrera & Associates, Inc.
Marketing & Presentation Skills

Gregg Anderson: How to Execute LinkedIn Outreach

10:30 AM 12:00 PM Room B

Speakers

Gregg Anderson
CEO
41 Orange
Marketing & Presentation Skills

Jim Cathcart: Professional Longevity, How To Build A Career That Lasts

10:30 AM 12:00 PM Room C

Learn how a young aspiring trainer became a world leader in his industry and you can too. A look at the strategies and tactics that have allowed Jim to continue growing and thriving even after his 41st year as a full time speaker/author/consultant. Stay profitable, stay relevant, stay engaged, stay sharp, stay cool and have fun doing it all.

Speakers

Jim Cathcart
Speaker/Author, Founder of Cathcart Institute, Inc.
Break

Lunch

12:00 PM 01:00 PM

Sales

C. Lee Smith: TBA

01:00 PM 02:30 PM Room A

Speakers

C. Lee Smith
President/CEO
SalesFuel
Marketing & Presentation Skills

Patricia Fripp: How to Effectively Sell Yourself, Your Ideas, and Your Services Part 1

01:00 PM 02:30 PM Room B

How to Sell Yourself, Your Ideas, and Your Services: Presentation Skills MasterClass

You have probably noticed that the person with the best presentation wins the business or that when you hear an amazing presentation, audience members are eager to meet the guest speaker.

If you want to increase the likelihood that this will happen to you more often, you need to discover how your important conversations and presentations can become more clear, concise, and credible. You can do just that by taking advantage of the best, low-cost marketing strategy ever, that of delivering a great speech, with this session.

Patricia Fripp, CSP, CPAE, is a presentation skills expert.

In her three-hour MasterClass you will learn to do the following:
  • Save time designing your presentation with a simple structure
  • Make a strong connection to prospects and audience members
  • Take your satisfied clients to prospect meetings through well-told stories
  • Open every presentation with impact, and close on a high note
  • Appreciate that all speaking is public speaking, even if your audience is only one person
  • Build credibility through specificity

To maximize your experience, please bring the outline of your presentation, the opening three lines of your best presentation or sales conversation, and your favorite happy-client story.

Speakers

Patricia Fripp
President
Fripp & Associates
Sales

Merrick Rosenberg: Innovating IDEAs: The DISC-Based Training Program that Brings Ideas to Life

01:00 PM 02:30 PM Room C

Participants will learn how to incorporate the DISC styles into every phase of the innovative process. Prior to attending this session, participants will complete the Innovating IDEAs Profile that provides each person with meaningful insights into how their style impacts creativity and innovation.

The profile will help them discover:
  • When their creativity is likely to flow and become inhibited
  • Their approach to generating new ideas and bringing them into existence
  • How they are perceived during the creative and innovative processes
  • Dos and don’ts for dealing with each style during an innovation project
  • What each style is likely to overlook when creating and innovating

This session allows you to discover how DISC can be applied to the critical skill of innovation. Imagine an enthusiastic I-style person that generates an out-of-the-box idea that fills them with excitement. If that I operates in a vacuum, that idea may go from inspiration to implementation in 2.3 seconds. But image if that I had a strategic D who clearly defined the vision and drove the group to achieve their objectives. Along with the D, a C asked detailed questions to ensure that the team considered every aspect and implication of their decisions. In addition, once the idea has been vetted by the C, consider the need for a S to established roles and timelines.

By utilizing the natural gifts of the four styles at exactly the right time in the innovation project, the team can capitalize on individual strengths and position the company for long-term success. Experience how the Innovating IDEAs training program can help your clients to:
Identify roles people play as they drive innovation
Harness the power of the four styles to bring ideas to life
Capitalize on individual strengths to create synergy while innovating
Unleash the innovative power of your team and organization, while avoiding the pitfalls that stop ideas in their tracks

Speakers

Merrick Rosenberg
CEO
Take Flight Learning
Break

30 Min Break

02:30 PM 03:00 PM

Sales

Julie Mensi: What Does It Take to Get a "Yes"!?

03:00 PM 04:30 PM Room A

Components of a sale and well-crafted proposal, where to spend most of your time during the sales process, & unique ways to deepen your relationships (and add to your consulting hours!)

Speakers

Julie Wnukowski
SVP, Strategy & Operations
SalesFuel
Marketing & Presentation Skills

Patricia Fripp: How to Effectively Sell Yourself, Your Ideas, and Your Services Part 2

03:00 PM 04:30 PM Room B

How to Sell Yourself, Your Ideas, and Your Services: Presentation Skills MasterClass

You have probably noticed that the person with the best presentation wins the business or that when you hear an amazing presentation, audience members are eager to meet the guest speaker.

If you want to increase the likelihood that this will happen to you more often, you need to discover how your important conversations and presentations can become more clear, concise, and credible. You can do just that by taking advantage of the best, low-cost marketing strategy ever, that of delivering a great speech, with this session.

Patricia Fripp, CSP, CPAE, is a presentation skills expert.

In her three-hour MasterClass you will learn to do the following:
  • Save time designing your presentation with a simple structure
  • Make a strong connection to prospects and audience members
  • Take your satisfied clients to prospect meetings through well-told stories
  • Open every presentation with impact, and close on a high note
  • Appreciate that all speaking is public speaking, even if your audience is only one person
  • Build credibility through specificity

To maximize your experience, please bring the outline of your presentation, the opening three lines of your best presentation or sales conversation, and your favorite happy-client story.

Speakers

Patricia Fripp
President
Fripp & Associates
Product

Mark Snow & Emily Bass: TBA

03:00 PM 04:30 PM Room C

Speakers

Emily Bass
CEO
Emily Bass Strategies
Mark Snow
VP, Business Development
Assessments 24x7
Networking

Welcome Cocktail Party

06:30 PM 08:00 PM Hotel Courtyard/Bar

Dr. Russ Watson & Lisa Shannon: TBA

08:30 AM 10:00 AM Rooms A&B

Break

Break

10:00 AM 10:30 AM

Ford Saeks: Business Growth Acceleration: Improving Your Find-ability, Unique-ability, and Profitability!

10:30 AM 12:00 PM Rooms A&B

It’s no secret that everyone is tasked with doing more with fewer resources. Ford understands growing your business can be challenging, especially when faced with increased competition, changing buying behaviors, and multigenerational workforces. In addition, your customers are bombarded with marketing messages, influenced by social proof and impacted by industry and economic conditions every day. That means it’s more important than ever to unleash innovation, gain top-of-mind awareness and get ideas you can implement—even with limited resources or within a tight budget.

You’ll discover:
  • How to capture top-of-mind awareness with compelling value propositions
  • How to position yourself and your company as the primary resource professional for high-value clients
  • Secrets to attract referrals and new customers like a magnet, especially in your local markets
  • The non-technical approach to leveraging your digital footprint and online reputation.

Get ready to set your lead generation dial to cruise control, bulldoze past your competition, and get more business. This special presentation exposes underutilized methods connect to your target prospects, create a buying & referral culture, and quickly increase your sales performance.

Speakers

Ford Saeks
CEO
Prime Concepts Group Inc.
Break

Lunch

12:00 PM 01:00 PM Waterside Terrace

Brad Sugars: The Top 21 Mistakes Businesses Make in Marketing

01:00 PM 02:30 PM Rooms A&B

An overview of most mistakes businesses make in the area of marketing and how they can fix them.
Break

30 Min Break

02:30 PM 03:00 PM

Frank Cowell: Winning in Today's Crowded, Noisy World

03:00 PM 04:30 PM Rooms A&B

Speakers

Frank Cowell
CEO
Elevator