DSA Be Connected Final Program

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Smart Start Seminar

Washington, D.C.

Put the Pieces Together Marketing

Ken Schmidt

Research

Anne Aldrich

Crisis

Richard Levick

Social

Kathy Baird

Follow us on Twitter (@DSA411) and use the meeting hashtag—#DSAbeconnected. You’ll also want to “like” DSA on Facebook and follow @DSAEvents for updated conference info.


SUNNY ORLANDO

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Be Connected Schedule At-a-Glance Wednesday, December 4 7:30 a.m. – 8:00 p.m. 6:00 p.m. – 8:00 p.m.

DSA Registration Desk & Cyber Café Open Opening Reception

Congressional Foyer Congressional Hall ABC

Thursday, December 5 7:00 a.m. – 5:30 p.m. 8:00 a.m. – 8:45 a.m. 8:45 a.m. – 10:15 a.m. 10:20 a.m. – 11:25 a.m. 11:25 a.m. – 12:55 p.m. 1:00 p.m. – 2:00 p.m. 2:10 p.m. – 3:10 p.m. 3:15 p.m. – 4:30 p.m. 4:30 p.m. – 5:30 p.m. 6:00 p.m. – 8:00 p.m.

DSA Registration Desk & Cyber Café Open Congressional Foyer Continental Breakfast Congressional Hall ABC Opening General Session Featuring Ken Schmidt Grand Ballroom South/Central Workshop Breakouts Bank I Various Locations Buffet Lunch Featuring Richard Levick Grand Ballroom South/Central Workshop Breakouts Bank II Various Locations Workshop Breakouts Bank III Various Locations General Session Featuring Anne Aldrich Grand Ballroom South/Central DSEF Wine & Cheese Networking Reception Congressional Hall ABC Committee & Council Dinners: • DSA & DSEF Communications Committee Dinner Meeting Room 15 (committee members only) • Party Plan Council (direct selling executives) Meeting Room 16

Friday, December 6 8:00 a.m. – Noon 8:00 a.m. – 8:45 a.m. 8:45 a.m. – 10:00 a.m. 10:05 a.m. – 11:10 a.m. 11:20 a.m. – 12:20 p.m. 12:20 p.m. – 1:30 p.m.

DSA Registration Desk & Cyber Café Open Continental Breakfast & DSEF’s Pack a Present Breakfast with Santa General Session Featuring Kathy Baird Workshop Breakouts Bank IV Workshop Breakouts Bank V Buffet Lunch

Congressional Foyer Congressional Hall ABC Grand Ballroom South/Central Various Locations Various Locations Congressional Hall ABC

Donate to a Child in Need DSEF’s fourth annual Pack a Present toy drive will have its donation box in the Congressional Foyer by DSA registration. Bring your unwrapped gift to support DSEF’s Pack a Present event, in partnership with the YMCA of Metropolitan Washington, to the DSA registration desk. Monetary donations are also welcome. Make your check payable to the YMCA of Metropolitan Washington.

Get real-time alerts, updates and other information about the Be Connected conference when you sign up for our text messaging service! Text “Connect” to 96000 to opt in. (Message and data rates apply.)

Follow us on Twitter (@DSA411) and use the meeting hashtag—#DSAbeconnected Follow @DSAEvents for updated conference info.


Workshops At-a-Glance Communications & Marketing

Salesforce Development

Thursday, December 5 Bank I

Bank I

Mary Kay Case Study: A PR Campaign 50 Years in the Making Grand Ballroom South/Central

Turning “Unemployed” into “Entrepreneur” Mount Vernon Square

Managing a Crisis Via Social Media Grand Ballroom North Bank II

Bank II

Localize Your social Media Grand Ballroom South/Central

A Focus on the People Mount Vernon Square

Using Research to Appeal to the Media Grand Ballroom North Bank III

Bank III

Using Google Analytics to Track Social Media Grand Ballroom South/Central

Hot Topics in Field Development Mount Vernon Square

Diversity is About More than Ethnicity Grand Ballroom North

Friday, December 6 Bank IV

Bank IV

How to Promote National Events & Why Social Media is a Must at Live Events Grand Ballroom South/Central

A Focus on Training Mount Vernon Square

What’s In a Name? Corporate Reputation in Today’s Digital World Grand Ballroom North Bank V

Bank V

Taking Advantage of the World’s Connection Addiction: Going Mobile Grand Ballroom South/Central

Guerilla Mentoring Mount Vernon Square

Best Practices in Handling Tough Situations Grand Ballroom North

Communications & Marketing Topics

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Salesforce Development Topics

Session materials will be available online at www.dsa.org/mymeetings


Program of Events Wednesday, December 4 7:30 a.m. – 8:00 p.m. Registration Bags Sponsored By:

Attendee List and Centerpieces Sponsored By:

DSA Registration Desk & Cyber Café Open USB Drives Sponsored By:

Badges Sponsored By:

Congressional Foyer

Cyber Cafe Sponsored By:

Text Messaging Sponsored By:

6:00 p.m. – 8:00 p.m. Opening Reception Congressional Hall ABC Get a head-start on maximizing the value of your attendance at the conference when you mingle with fellow attendees in our solution-filled expo. Get acquainted with supplier member partners who can connect you with the solutions you need! (An expo map and listing of exhibitors appears at the back of this program.) You’ll also have your first glimpse at DSA’s 2013 Digital Media Awards submissions. Browse through this year’s materials, use the iPads to look at the various programs and vote for your favorites! You can access these on your own computer or mobile device at www.dsa.org/2013dma. Cast your votes by 6 p.m., Thursday, Dec. 5, to help judge this year’s entries and determine which companies will take home this year’s awards!

Thursday, December 5 7:00 a.m. – 5:30 p.m.

DSA Registration Desk & Cyber Café Open

8:00 a.m. – 8:45 a.m.

Continental Breakfast

8:45 a.m. – 10:15 a.m.

Opening General Session

Congressional Foyer Congressional Hall ABC

Grand Ballroom South/Central

Embracing the Unconventional High energy, honest and passionate, this opening general session keynote speaker has the expertise to help revitalize and inspire your business. You’ll learn how to throw conventional approaches out the window to achieve extraordinary things. In Ken’s own words, “What are you willing to do today that’s different than what you did yesterday, for the people who can put you out of business tomorrow?”

Production Sponsored By:

Ken Schmidt, Motivational Speaker Ken Schmidt has lived a life most can only dream about. As the former director of communications for Harley-Davidson Motor Company, he played an active role in one of the most celebrated turnarounds in corporate history, and got paid to ride motorcycles! A member of the General Session Harley-Davidson turnaround executive team, Ken is an expert at creating demand Sponsored By: for and selling “the invisible” in an age when customers see little difference among competing companies and the products they sell. Trusted Outsource Partner

Learn about upcoming DSA events online at www.dsa.org/calendar


Program of Events 10:20 a.m. – 11:25 a.m.

Workshop Breakouts Bank I

Turning “Unemployed” into “Entrepreneur” Mount Vernon Square As U.S. unemployment rates remain high, there is a broad section of the population looking for work, many of whom have skills that would make them ideal for direct selling. This session will examine ways you can work with your field to bring those individuals into your distributor ranks and start them on the road to building a successful business. We’ll explore recruiting tactics, training techniques, personal development challenges and other methods by which you can successfully integrate these hidden entrepreneurs into your salesforce. Sterling Chord, Consultant, Direct Selling Today Sterling Chord’s career in direct sales spans more than 30 years. He personally recruited and trained hundreds of new representatives and developed a highly successful downline organization in Primerica. In 2006, he left the field and joined Direct Selling Today (DST) to leverage his unique expertise with field development and his operational knowledge of the direct sales industry. He has also served as COO at Kyani and worked with Thrivent Financial as Chief Business Architect for its direct selling arm, brightpeak financial. Kevin Young, Vice President, Sales, RBC Life Kevin Young is a dynamic sales leader and public speaker who brings an unmatched level of creativity, energy and vision to RBC Life. Elevated to his current position in 2010, he oversees the sales and marketing efforts for RBC Life, guiding the direction of the company. Among his passions is his love for being in the field and working with the company’s associates. Prior to joining RBC Life in 2008, he was responsible for the sales, training and associate communication for two global network marketing firms. Before focusing on the network marketing industry, Mr. Young worked to build and grow one of Dallas’s largest Internet service providers. Mary Kay Case Study: A PR Campaign 50 Years in the Making Grand Ballroom South/Central When Mary Kay Ash founded her now-iconic company on Sept. 13, 1963, no one could have predicted the ultimate success the company would enjoy—or the vastly different PR landscape that would exist when it celebrated its 50th anniversary. Make the most of this case study as you and your colleagues find out how this industry-leading company created a PR campaign that effectively leveraged traditional media, social media, word of mouth and more, while still remaining true to its founder’s legacy. Rebecca Gibson, Manager, Corporate Communications, Mary Kay Inc. Rebecca Gibson joined Mary Kay Inc. in August 2013 after nearly 10 years at Susan G. Komen for the Cure’s global headquarters. She leads media relations efforts to support Mary Kay’s brand positioning within the direct sales industry, while also providing communications support and guidance to Mary Kay’s 10 Asia-Pacific subsidiaries. Ms. Gibson executed the company’s first-ever Global Makeover Day with events in 24 countries to kick off the company’s 50th anniversary celebration. Crayton Webb, Director, Corporate Communications & Corporate Social Responsibility, Mary Kay Inc. Crayton Webb leads Mary Kay’s global media and public relations team and is also responsible for the company’s global CSR and philanthropic efforts. Recently, Mr. Webb was selected as an honoree in the Dallas Business Journal’s 2011 class of 40 under Forty. In 2007, he was named one of the “Five Outstanding Young Dallasites” by the Dallas Junior Chamber of Commerce and subsequently named one of the “Five Outstanding Young Texans” by the Texas Junior Chamber of Commerce in September 2008.

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Follow us on Twitter (@DSA411) and use the meeting hashtag—#DSAbeconnected Follow @DSAEvents for updated conference info.


Program of Events 10:20 a.m. – 11:25 a.m.

Workshop Breakouts Bank I (cont’d.)

Managing a Crisis Via Social Media Grand Ballroom North Social media is the newest weapon in the communications arsenal that everyone loves—until it’s used against us. Nothing moves faster than negative or inaccurate information that gets an online boost, so how can you stem the tide and turn a bad situation around once the viral machine starts churning? Hear from two companies that have experienced this first-hand and successfully shifted the online dialogue. Trey Campbell, Director, Communications, Southwestern Advantage Trey Campbell has been with Southwestern Advantage since 1999. His areas of responsibilities include public relations, government relations, internal and external communications, the Share the Advantage program, helping implement overall corporate recruiting and sales strategies and objectives, and serving as company spokesperson. Mr. Campbell has earned an Accreditation in Public Relations and has been widely recognized for his achievements in the field. Danae Castellaw, Social Media Marketing Lead, Scentsy, Inc. Danae Castellaw has been with Scentsy since April 2012. As a social media marketer, she is able to combine her passion for writing with her gift for developing ways to connect and engage the Scentsy community online. Her team’s responsibilities include content strategies that promote the business opportunity, brands and the Scentsy Family values in the countries where Scentsy does business. Ms. Castellaw played a significant role in helping launch Scentsy’s newest brands—Grace Adele and Velata—with audiences on social media. She is also charged with developing programs to assist consultants in creative and effective marketing of their businesses online. Ryan Davis, Social Media Manager, Southwestern Advantage Ryan Davis began with Southwestern Advantage as a student rep in 2001. He sold and led teams for eight years before moving into a full-time role with the marketing department. His areas of responsibilities include social marketing and branding, web-based public relations, internal marketing and communications, photography and videography, and helping implement overall corporate recruiting and sales strategies and objectives.

11:30 a.m. – 12:55 p.m.

Buffet Lunch & Presentation

Grand Ballroom South/Central

Mitigating Risk in Perilous Times: What Main Street Must Learn from Wall Street For both private and public companies, the problems beleaguering Wall Street provide urgent lessons in how businesses must communicate—internally, to investors, the media and on the Internet—if they are to persevere against potential devastating marketplace crises. Main Street companies, especially those susceptible to unwanted regulatory interest, need digital and social strategies that work ahead of the problem. Companies that are prey to public sector antagonists, activist investors and a relentless plaintiffs’ bar must find their voice and communicate their positive contributions to shareholders and consumers before positions harden and antagonists control the message. Richard Levick, Chairman & Chief Executive Officer, LEVICK Richard Levick, Esq., is Chairman & CEO of LEVICK, which represents countries and companies in the highest-stakes global communications matters—from the Wall Street crisis and the Gulf oil spill to Guantanamo Bay and the Catholic Church. Mr. Levick was honored for the Networking Lunch Sponsored By: past four years on the prestigious list of “The 100 Most Influential People in the Boardroom” and has been named to multiple professional Halls of Fame for lifetime achievement.

Be at the largest gathering of direct selling executives of the year! Attend DSA’s Annual Meeting, June 1-3, 2014!


Program of Events 1:00 p.m. – 2:00 p.m.

Workshop Breakouts Bank II

A Focus on the People Mount Vernon Square Your distributors could be awesome at the behaviors that help build successful businesses, but if they’re plagued by personal issues such as low self-esteem, challenges with responsibility, issues with authority or a negative attitude— among others—you’ll find it’s hard for them to tap into their inner “rock star”. This session will focus on programs you can put into place to help your field members find their inner “awesome” so they can be their outer best. Traci Lynn Burton, Founder & Chief Executive Officer, Traci Lynn Fashion Jewelry Whether she’s in her role as a motivational speaker, author or the owner and driving force behind the hugely successful direct sales company Traci Lynn Fashion Jewelry, Traci Lynn Burton continues to impact her consultants with her mission of “Passing the MIC” (Motivate, Inspire, Change). “Passing the MIC” fuels her desire to motivate people to step out of their comfort zones, inspire them to greatness and to change their lives. The Fort Lauderdale-based business currently has more than 15,000 independent sales consultants in 42 states. Britney Vickery, Chief Executive Officer & Founder, Initials, Inc. Britney Vickery brings more than 16 years of professional and executive management experience to her company. A serial entrepreneur, Initials, Inc., represents her strongest accomplishment to date. Ranked No. 762 on the Inc. 5000 list of America’s fastest-growing, privately held companies for 2013, the company is up 793 spots from 2012. Beginning her professional career with a Fortune 100 company in 1997, she later moved into collegiate advancement, where she held various positions and truly honed her strategic leadership skills. She later exited corporate America upon the arrival of her first child, and would found and launch Initials, Inc., from a spare bedroom in her home a year later. Socialize the Enterprise: How to Localize Your Social Media Grand Ballroom South/Central Direct selling companies have begun to embrace social media as a powerful tool in building their brands, but many have yet to figure out how to empower their field in a “controlled” manner to ensure brand consistency, while also directly impacting distributor/customer acquisition and retention. During this session you will explore the “bigger picture” of social media and gain tactical solutions for empowering the field using collaborative communities and a “localized” approach to social media. Hear from one direct selling company that recently implemented these tactics and has seen their reach grow more than 300 percent, overall likes growing more than 75 percent and interactions including shares and comments going through the roof. Jane Edwards Creed, President & Chief Executive Officer, WineShop At Home Jane Edward Creed’s direct selling experience spans more than 20 years. She spent nine years as a senior vice president with The Pampered Chef and was part of the executive team that helped that company grow from $220 million to almost $1 billion and be acquired by Berkshire Hathaway. Her wine and food expertise is extensive and includes writing and/or editing both books and articles on food, wine and lifestyle topics, hosting international press events for California wine growing regions, as well as marketing individual wineries and chefs. Scott Kramer, Chief Brain, Multibrain Network, Inc. Over the past decade, Scott Kramer has been at the forefront of the ever-changing media landscape. Through various roles, he has been constantly adapting to the digital world and setting the branding and marketing industries’ new standards. His company, Multibrain, is focused on helping direct selling organizations apply these new rules of marketing through a set of custom tools to empower the field at a local level and build collaborative communities utilizing email, mobile and social.

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Session materials are available online at www.dsa.org/mymeetings


Program of Events 1:00 p.m. – 2:00 p.m.

Workshop Breakouts Bank II (cont’d.)

Using Research to Appeal to the Media Grand Ballroom North DSA’s research program produces immense amounts of valuable data—data you can use in your company’s PR efforts to tie your programming to the broader industry perspective. Our panelists will explore how this approach can be integrated into PR strategies to make a better case for companies and the sales channel, whether you’re talking to your local TV station, tweeting or writing a blog post for your corporate website. Chris Fleury, Ph.D., Vice President, Public Affairs & Corporate Communications, GfK Custom Research, LLC Christopher Fleury specializes in public opinion research designed to establish his clients as thoughtleaders in their fields, helping his clients ask the right questions of the right people and bring the findings to life in effective reports, press releases, infographics, white papers and presentations. A Ph.D. in political science, Mr. Fleury has conducted research around the world for his clients.

2:10 p.m. – 3:10 p.m.

Workshop Breakouts Bank III

Hot Topics in Field Development Mount Vernon Square Your field members are only as successful as you develop them to be! We’ll make the most of this hour as we discuss why field development is a critical component to your retention numbers. We’ll discuss the top reasons new consultants quit and the programs and tools you need in place to help them overcome these obstacles. Plus, one company leader will share one of the tactics his company provides to help his distributors build better businesses. Topics will include: l Online training tools l Recruitment basics l Field recognition l Leadership development Janet Cronstedt, Chief Executive Officer, Awakening Worth Janet Cronstedt is by definition a woman of “awakened worth.” She has spent a good portion of her life in a battle between “ worth” and “unworthiness” and now understands that it is self-worth that powers performance in herself and in others. She loves the peace that comes from being deeply anchored around her life’s purpose, vision, mission and values. She knows who she is, why she exists, where she is going and how she is getting there. Ms. Cronstedt’s desire is to share her personal growth journey from chaos and confusion in her core to leading a life of significance and contribution. Richard Libby, Chief Grape Stomper & Head Cheerleader, Traveling Vineyard Richard Libby was an employee of a leading mail order wine company and founded what is now the Traveling Vineyard in 2001 in a new sales channel. He acquired the assets of the Traveling Vineyard in 2010, fulfilling his dream of owning the company. Traveling Vineyard pioneered the “try before you buy” party plan, home wine tasting concept that currently operates in 38 states.

Louis Ross, Vice President, Coach Relations, Team Beachbody Louis Ross is the Vice President of Coach Relations at Team Beachbody, a $300 million direct seller of world-famous brands that include P90X, Insanity and Shakeology. Providing 24/7 support and aligning contact strategy with the sales goals of Team Beachbody has its challenges with 138,000 Coaches. Mr. Ross has implemented several industry best practices to keep up with the annual growth rate of more than 35 percent. He is a bilingual (English/Spanish) leader with a passion for efficiency, technology, vision and empowerment.

Get an insider’s view of the hottest companies in direct selling! Attend DSA’s Companies in Focus Seminar this March in Utah!


Program of Events 2:10 p.m. – 3:10 p.m.

Workshop Breakouts Bank III (cont’d.)

Using Google Analytics to Track Social Media Grand Ballroom South/Central Many companies are using social media, but research tells us few companies know how to correlate social media efforts with ROI. In this session, we’ll explore the metrics that C-level executives want to see, and then look at how to set up and use Google Analytics to report on these metrics. If you want to know how to use Google Analytics to determine how much revenue and how many leads you’ve gained as a result of your social media campaigns, you won’t want to miss this session. Justin Cofield, Digital Strategist, CUTCO/Vector Marketing Corp. Justin Cofield has been with CUTCO/Vector since 2001, when he started selling CUTCO while in college. He has since climbed the distributor ranks and made the move to the corporate side in 2007. He has been a Sales Promotion Manager, Social Media Manager and today is CUTCO/Vector’s Digital Strategist. His latest project has been spearheading a sales management app for CUTCO/ Vector’s distributors.

Brett Duncan, Vice President, Global Marketing, Mannatech, Inc. Brett Duncan is Vice President of Global Marketing at Mannatech, Inc. He currently oversees the company’s efforts in product marketing, communication, creative services, mixed media, public relations and in many other sales support functions. He has been working in the direct sales industry since 2002.

Jennifer Fong, Managing Principal, Luce, Murphy, Fong and Associates, LLC A former direct sales company CEO, Jennifer Fong is a digital sales and marketing expert who has helped both network marketing and party plan companies throughout the direct selling industry use online and mobile technologies more effectively. An expert in using digital media to generate leads, create brand awareness, and ultimately increase sales and recruiting, she is a well-known name in the direct sales industry for creating online policy, strategy and salesforce training on these topics.

Dan Murphy, Managing Principal, Luce, Murphy, Fong and Associates, LLC Dan Murphy has more than 30 years of experience in high-growth organizations holding senior finance and operating roles at TJX, Pepsico, Panera Bread, Princess House and Immunotec. For the last 15 years, Mr. Murphy has served as a CFO and COO for a party plan and network marketing company respectively. In addition, he has undertaken a number of CEO assignments as part of his practice. Currently Mr. Murphy is a consultant specializing in the direct selling industry; his primary area of focus is interim management, turn-around management, financial management, strategic planning, operations and capital formation.

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Download DSA’s mobile app onto your smartphone from www.dsa.org/mm


Program of Events 2:10 p.m. – 3:10 p.m.

Workshop Breakouts Bank III (cont’d.)

Diversity is About More Than Ethnicity: Grand Ballroom North Maximizing the Resonance of Your Messaging When someone mentions “diversity,” most people think of ethnic diversity, but there’s so much more to it than that. For direct sellers, diversity can also refer to gender, life stage or even the motivation behind becoming a direct seller. Find out in this session how you can promote diversity and empowerment initiatives at your company and the dividends that can be realized through effective messaging. Find out what some companies have done to create a culture that values diversity and how their success has enhanced relationships with employees, distributors and customer populations. Mona Ameli, General Manager, Belcorp USA Mona Ameli has almost 20 years of experience in the health & wellness consumer goods industry, having held senior management positions with prestigious direct-to-consumer organizations worldwide. She is currently General Manager of Belcorp USA, the U.S. subsidiary for Belcorp, the 10thlargest direct selling company in the world. A very active member of the sales channel, Ms. Ameli has had the great experience of working with some of the largest companies in this industry, including eight years in global senior marketing and management positions at Herbalife and Shaklee. Michael Collins, President, LifeWave, Inc. Mike Collins began his career with two Fortune 100 companies: Procter & Gamble and PepsiCo. During the last 20 years, Mr. Collins has brought his business experience and disciplined approach to the direct selling industry, serving as Senior Vice President/Chief Operating Officer at Shaklee and Excel Communications. During his tenure within the direct selling industry, he has been an active participant within the Direct Selling Association and the Direct Selling Education Foundation. Mr. Collins holds a BA from the University Of Notre Dame.

3:15 p.m. – 4:30 p.m.

General Session II

Grand Ballroom South/Central

The State of Direct Selling in the U.S. DSA members have provided us with a tremendous amount of information about their companies, their field and their sales strategy. Now it’s time to put all the pieces together! Artemis Strategy Group will provide attendees with an overview of what direct selling looks like in the United States from a variety of angles, helping you to better market your products and opportunity to the right people at the right time! Prepare to be fascinated! Anne Aldrich, Partner, Artemis Strategy Group Anne Aldrich is a founding partner of Artemis Strategy Group, a Washington, D.C.-based communications strategy research firm that works with DSA on its research programs. Whether in support of marketing/communications strategy, tactical development or assessment efforts, or helping clients build research-based thought leadership programs, Ms. Aldrich is highly attuned to meeting client priorities and making it easy to work with her. She has a BA from Indiana University.

Register online today at www.dsa.org/am2014 for DSA’s 2014 Annual Meeting!


Program of Events 4:30 p.m. – 5:30 p.m. DSEF Wine & Cheese Networking Reception Congressional Hall ABC To show appreciation to its 2013 Supplier Red Ribbon Contributors, the Direct Selling Education Foundation (DSEF) will be your host for this networking reception. Join your colleagues for light hors d’oeuvres and a selection of wines, and help the Foundation recognize the DSA Supplier Member community’s valued contributions to DSEF. 6:00 p.m. – 8:00 p.m.

DSA & DSEF Communications Committee Dinner Meeting Room 15 (Committee members only)

6:00 p.m. – 8:00 p.m. Party Plan Council Dinner Meeting Room 16 Whether you’ve been a party plan executive for decades or you’re brand new to the sales channel, you will take away invaluable insights on ways to create buzz for your company and determine which tried-and-true strategies fuel company growth when you attend this dutch-treat dinner. Hosted by Traci Lynn Burton of Traci Lynn Fashion Jewelry, this dinner will cover a wide variety of topics including how to tailor training efforts to meet the needs of multiple demographics, online training platforms and ways to be mindful of cultural differences online and across all social media platforms.

Friday, December 6 8:00 a.m. – Noon

DSA Registration Desk & Cyber Café Open

8:00 a.m. – 8:45 a.m.

Continental Breakfast & Congressional Hall ABC DSEF Pack a Present Breakfast with Santa

Congressional Foyer

Get in the holiday spirit at breakfast this morning! Kids from the YMCA of Metropolitan Washington will come to the hotel to have breakfast, get their pictures taken with Santa and receive a few Christmas gifts courtesy of DSEF and Be Connected attendees. Watching their faces light up with delight will give your morning a boost! 8:45 a.m. – 10:00 a.m.

General Session III

Grand Ballroom South/Central

Back to the Basics: Telling Your Story in a Social Media World Looking to find a balance between today’s social media craze and traditional PR tactics that are as relevant today as they were 10 years ago? Kathy Baird, Senior Vice President of the Social@Ogilvy team, will explore this topic with us! Specializing in counseling companies of all shapes and sizes on how to create truly integrated communications, Kathy will help you determine the best way to assemble a communications strategy that balances the tried-and-true with the trendy for the well-rounded media coverage you crave. Kathy Baird, Senior Vice President, Social@Ogilvy, Ogilvy Washington Kathy Baird is a Senior Vice President at Social@Ogilvy in Washington, D.C., and leads the strategy team. As a senior digital strategist, Ms. Baird oversees large integrated programs that incorporate digital and social channels across the disciplines of reputation management, public relations, marketing and advertising. She has worked in the digital and integrated marketing space in both the agency and client environment for more than 17 years and her assignments have included corporate, association, government, nonprofit and academic programs. Ms. Baird holds a BA in political science from The George Washington University and an international MBA from Georgetown University. We’ll also be giving away our door prize during this session, as well as awarding the 2013 Digital Media Awards! Make sure you’re in the room for these can’t-miss moments!

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Attendee Door Prize Sponsored By:

Follow us on Twitter (@DSA411) and use the meeting hashtag—#DSAbeconnected Follow @DSAEvents for updated conference info


Program of Events 10:05 a.m. – 11:10 a.m.

Workshop Breakouts Bank IV

A Focus on Training Mount Vernon Square It’s time to take a fresh look at training. Our panelists will discuss the business-building skills that will turn your natural rock stars into keen business people. From time management and customer service skills to initiative and budgeting, you’ll learn best practices for training your field to run successful businesses. Oran Arazi-Gamliel, EVP, Global Strategy & Business Development, Rodan + Fields Oran Arazi-Gamliel brings more than 17 years of successful, hands-on business development experience as a senior-level executive in the global wellness and direct selling arenas. At Rodan + Fields, he is leading the company in creating a global footprint as the direct selling business ownership opportunity in the clinical skincare arena. Most recently Mr. Arazi-Gamliel served as Founder and Managing Director of Talor04, a global business development firm.

Michael Collins, President, LifeWave, Inc. Mike Collins began his career with two Fortune 100 companies: Procter & Gamble and PepsiCo. During the last 20 years, Mr. Collins has brought his business experience and disciplined approach to the direct selling industry, serving in senior roles at Shaklee and Excel Communications. During his tenure within the direct selling industry, he has been an active participant within the Direct Selling Association and the Direct Selling Education Foundation. Mr. Collins holds a BA from the University of Notre Dame.

What’s in a Name? Corporate Reputation in Today’s Digital World Grand Ballroom North Now that you have a website and a presence on Twitter and Facebook, how do you maintain control of your brand’s image? Managing your brand’s reputation online takes more than pushing out your message and hoping people hear them. During this session we will discuss the importance of listening, learning and engaging. The process of reputation management in the digital world requires you to identify the individuals who are driving the conversations that matter to you. It means you must adjust your messages to resonate with your target audience. To be successful you must ensure your customer and stakeholder engagement is meaningful and enhances your reputation. Claudia Holwill, Account Supervisor, Edelman Digital DC As part of Edelman’s digital team in D.C., Claudia Holwill develops, implements and manages strategic digital reputation and engagement campaigns for clients in the consumer and food industries. She is responsible for developing digital strategies to grow her clients’ online presence using blogger and influencer engagement, social media management, content development, paid search campaigns and website creation. Ms. Holwill’s past experience includes the U.S. Chamber of Commerce, where she managed grassroots marketing efforts. Shawn Platt, Communications Director for the Office of the Chief Executive, Amway Shawn Platt leads Executive Communication and Issues Management for Amway. He also leads Communication for Amway’s Office of Chief Executives. Prior to joining Amway, Shawn was Senior Vice President and Head of Corporate Communication for LaSalle Bank, a $110 billion bank headquartered in Chicago. While with LaSalle, he oversaw the bank’s ownership of the Chicago Marathon, led North American communication for the break-up of LaSalle’s parent organization and served as spokesperson for the organization during a major high rise fire at LaSalle’s corporate offices in downtown Chicago. Mr. Platt is a graduate—with both a BA and MA—from Purdue University.

Session materials will be available online at www.dsa.org/mymeetings


Program of Events 10:05 a.m. – 11:10 a.m.

Workshop Breakouts Bank IV (cont’d.)

How to Promote National Events and Why Social Media is a Grand Ballroom South/Central Must at Live Events Organizing a national, or even regional, event requires the precise coordination of many moving parts—perhaps the most important of which is convincing members of a volunteer salesforce to take time out of their busy schedules to attend! But what about those who can’t get there? How can you ensure these sellers feel the excitement and motivation, even if their participation is remote via virtual meetings or social media? Attend this session and discover effective techniques for conveying to your field why they should be a part of your events and great ways you can use social media to make sure those who aren’t there in person can share in the excitement. Tim Haran, Senior Manager, Social Media, USANA Health Sciences, Inc. Tim Haran oversees day-to-day operations of USANA’s award-winning social media efforts and incorporates long-term strategic initiatives to ensure the company’s overall goals are met, while also building important relationships with USANA distributors, preferred customers and the general public. Mr. Haran helped launch USANA’s social media department in 2008 and now manages two social media specialists who are responsible for extensive content creation and strategy, online reputation management and search engine optimization. Josh Marx, Director, Marketing, Team National Josh Marx has more than 12 years of experience in marketing, graphic design and business development. He leads Team National’s marketing and advertising efforts. Much of his experience has revolved around Internet marketing, email marketing, graphic design, blogging, social media and inbound marketing techniques. His previous professional experience has been in the fields of manufacturing, the fitness industry and advertising. Mr. Marx has earned an AS in graphic design from Santa Fe College, a BS in marketing from Peru State College and an MBA in Entrepreneurship from Nova Southeastern University. Mark Stastny, Chief Marketing Officer, Scentsy, Inc. As Chief Marketing Officer, Mark Stastny is responsible for shaping overall sales, marketing, communications, program management, design, events planning, digital marketing, social media engagement and product development. He has more than 20 years of experience in a range of marketing and communications functions, and a demonstrated passion for delivering value to customers and building world-class brands through strategic planning, intuitive business-building, and advanced analytics.

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Session materials are available online at www.dsa.org/mymeetings


Program of Events 11:20 a.m. – 12:20 p.m.

Workshop Breakouts Bank V

Guerilla Mentoring Mount Vernon Square We know mentoring is important, but how important? Via an attendee electronic fact sheet, we will share with you research previously reserved for the halls of academia on the number of mentors you should have, and what happens when you secure those mentors. During the session, brought to you by DSEF, prepare to take part in an interactive, million-dollar mentoring exercise: “Guerrilla Mentoring.” This is a peer mentoring technique used by high-level executives and million-dollar entrepreneurs and adapted by the Hot Mommas Project SisU Leadership Academy. The goal of this session: whether you are a mentor, or want to be a mentor, this session will not only benefit you, but create an exponential benefit for your personal and professional networks. Kathy Korman Frey, Founder & Chief Executive Officer, The Hot Mammas Project Kathy Korman Frey founded the award-winning Hot Mommas® Project—the world’s largest women’s case study library—to provide access to authentic, instructional role models and mentors anytime, anywhere. Ms. Frey previously served as Managing Director of Vision Forward, COO for the National Council on the Aging Development Corporation, as Vice President of Business Development for a health care software firm, and in management and as an analyst in the merger and acquisition and competitive intelligence industries. Ms. Frey earned her BA in English from The University of Virginia and her MBA from Harvard Business School. Taking Advantage of the World’s Connection Addiction: Grand Ballroom South/Central Going Mobile More people read personal email on a mobile device than their desktop. Sixty percent of all Internet users access the Internet from their phones. Tablet sales will outpace the sale of desktops in 2014. Mobile commerce represents 15 percent of all e-commerce. The world isn’t going mobile, it’s already here! During this session you’ll learn about topics including: l The biggest trends in mobile l Do you need a mobile strategy first? l Should you choose responsive design or a native app? l How does mobile impact your content strategy and can it amp up your user-generated content strategy? Joanna Pineda, Chief Executive Officer, The Matrix Group International, Inc. Joanna Pineda is the CEO and Chief Troublemaker of Matrix Group, a web design and development firm based in the D.C. area and she speaks regularly at DSA and other industry conferences on the topics of social media and web design trends. She has been featured in the Workshop Sponsored By: Washington Post, Huffington Post, Wall Street Journal and Forbes Magazine, as well as on Executive Leadership Radio. She is also author of TheMatrixFiles.net, a blog on effective marketing strategies, customer service, leadership and web trends.

Be at the largest gathering of direct selling executives of the year! Attend DSA’s Annual Meeting, June 1-3, 2014!


Program of Events 11:20 a.m. – 12:20 p.m.

Workshop Breakouts Bank V

Best Practices in Handling Tough Situations Grand Ballroom North Every company, big and small, encounters difficult situations. How they’re handled can affect everything from sales and profits to recruitment and employee morale. In this session, led by the author of “What to Say When Things Get Tough,” you’ll learn how some of the world’s best communicators successfully steered their organizations through financial problems, product recalls and more. And you’ll walk away with a 10-point plan to prepare yourself and your company for whatever may come your way. Leonard Greenberger, Partner, Potomac Communications Group, Inc. Leonard Greenberger works with hundreds of clients—including senior corporate and nonprofit executives and military officers—to prepare them to communicate in tough situations. He is a seasoned veteran of guiding clients through crises where effective communication often makes the difference between success and failure. As a partner at Potomac Communications Group in Washington, D.C., where he has worked for more than 20 years, he helped to adapt the firm’s study of risk perception and assessment into a training curriculum that teaches the strategies, skills and techniques necessary to win people over when they are angry, worried and suspicious. 12:20 p.m. – 1:30 p.m. Buffet Lunch Congressional Hall ABC Relax and enjoy a hot lunch before heading out of town. Exhibitors will still be available to talk if you have any questions or are still evaluating solutions.

Exhibit Hall Map T26

T27

T28

T29

T30

T31

T32

T33

T1

Entrance

T21

T13

T14

T15

T3

Congressional B Entrance

T10

T17

T9

T18

T4

T11

T19

T16

T20

T12

Congressional C

T2

T22

Congressional A Entrance

T25

T23

T24

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Download DSA’s mobile app onto your smartphone from www.dsa.org/mm

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Exhibitor List (Booth No.) AboveGEM (T8) Phone: (408) 547-7435 Website: www.abovegem.com Primary Contact: Edward Huang Products/Services: Computers/Computer Systems, Database Management, Genealogy/Compensation Management Systems, Software, Web Design

AM Mobile Apps, LLC dba DirectSalesMobile.com (T22) Phone: (206) 890-2124 Website: www.directsalesmobile.com Primary Contact: John Misko Products/Services: Software

AnyMeeting (T24) Phone: (714) 890-3008 Website: www.anymeeting.com Primary Contact: David Gerken Products/Services: Consultant Business Tools, Sales Aids, Internet Services, Conferencing Services, Integrated Communications Solutions

Axxis, Inc. (T28) Phone: (502) 568-6030 Website: www.axxisinc.com Primary Contact: Nate Stockman Products/Services: Production Services, Tradeshow Production/Services, Audio Services

Bartha (T33) Phone: (614) 252-7455 Website: www.bartha.com Primary Contact: John Killacky Products/Services: Meeting Planners, Production Services, Tradeshow Production/ Services, Audio Services, Video Services

ByDesign Technologies (T9) Phone: (813) 253-2235 Website: www.bydesign.com Primary Contact: Jeff Ayscue Products/Services: Consultant Business Tools, Database Management, Genealogy/ Compensation Management Systems, Software, Web Design

Continental Interpreting Services (T12) Phone: (714) 283-9050 Website: www.cis-inc.com Primary Contact: Stephanie Echeverry Products/Services: Tradeshow Production/ Services, Audio Services, Video Services, Conferencing Services, Integrated Communications Solutions

Disney Resort Destinations (T4)

Iacono Productions (T11) Phone: (513) 621-9108 Website: www.iaconoproductions.com Primary Contact: Bob Luebbers Products/Services: Meeting Planners, Production Services, Tradeshow Production/ Services, Marketing/Branding Consultants, Video Services

iCentris (T13)

Phone: (407) 566-4906 Website: www.waltdisney.com Primary Contact: Patti Long Products/Services: Cruise Incentives, Destination Management, Hotels/Resorts, Travel Services, Production Services

Phone: (801) 383-3262 Website: www.icentris.com Primary Contact: Peter Benedict Products/Services: Marketing/Branding Consultants, Internet Marketing/Social Media Services, Consultant Business Tools, Computers/Computer Systems, Genealogy/ Compensation Management Systems

E.A. Dion (T32)

IDSTC (T21)

Phone: (800) 445-1007 Website: www.eadion.com Primary Contact: Ann Condon Products/Services: Incentive/ Recognition Consultants, Ad Specialties, Awards/Plaques/Trophies, Jewelry/Gifts, Premiums/Incentives

Phone: (813) 277-0625 Website: www.idstc.com Primary Contact: Danielle Williams Products/Services: Compensation Consultants, Commission Payment Services, Order Entry, Consultant Business Tools, Computers/Computer Systems

ExactTarget (T17)

IMN (T26)

Phone: (866) 362-4538 Website: www.exacttarget.com Primary Contact: Julie Brown Products/Services: Marketing/Branding Consultants, Internet Marketing/Social Media Services, Consultant Business Tools, Internet Services, Software

Phone: (781) 672-7237 Website: www.imninc.com Primary Contact: Therese Baker Products/Services: Marketing/Branding Consultants, Consultant Business Tools, Sales Aids, Internet Services, Software

Global Spectrum (T18) Phone: (215) 389-9587 Website: www.global-spectrum.com Primary Contact: Shura Garnett Products/Services: Convention/Visitors Bureaus, Hotels/Resorts, Tradeshow Production/Services

Phone: (801) 431-4900 Website: www.infotraxsys.com Primary Contact: Kajsia McCoy Products/Services: Compensation Consultants, Genealogy/Compensation Management Systems, Internet Services, Software, Integrated Communications Solutions

hyperWALLET Systems, Inc. (T30)

IntegraCore (T10)

Phone: (604) 482-0090 Website: www.hyperwallet.com Primary Contact: Mark Hughes Products/Services: Commission Payment Services, Financial Services, Premiums/ Incentives, Genealogy/Compensation Management Systems

InfoTrax Systems, L.C. (T14)

Phone: (801) 948-7125 Website: www.integracore.com Primary Contact: Noel Datko Products/Services: Fulfillment Services, Printing/Binding, Distribution Services/ Shipping, Inventory Management/ Warehouse Storage, Manufacturing

Get an insider’s view of the hottest companies in direct selling! Attend DSA’s Companies in Focus Seminar this March in Utah!


Exhibitor List (Booth No.) Jenkon (T2)

NetSteps (T19)

Smart Office Solutions, Inc. (T3)

Phone: (360) 256-4400 Website: www.jenkon.com Primary Contact: Emily Sadler Products/Services: Compensation Consultants, Genealogy/Compensation Management Systems, Internet Services, Software, Web Design

Phone: (801) 642-3750 Website: www.netsteps.com Primary Contact: Bryce Arnell Products/Services: Order Entry, Consultant Business Tools, Computers/Computer Systems, Genealogy/Compensation Management Systems, Software

Phone: (800) 891-8601 Website: www.smartofficesolutions.com Primary Contact: Scott Orlinski Products/Services: Consultant Business Tools, Audio Services, Conferencing Services, Integrated Communications Solutions, Telecommunications

Kansas City CVB (T23)

Onstream Media (T16)

Phone: (800) 767-7700 Website: www.kansascity.com Primary Contact: Rod Sanchez Products/Services: Convention/Visitors Bureaus

Phone: (973) 671-0018 Website: www.infiniteconferencing.com Primary Contact: Sabrina George

Thatcher Technology Group, LLC (T6)

Leapfactor, Inc. (T15) Phone: (305) 582-4335 Website: www.leapfactor.com Primary Contact: Debbie Casey Products/Services: Business Consultants, New Media Consultants, Consultant Business Tools, Sales Aids, Software

The Marks Hill Group (T25) Phone: (903) 935-2901 Website: http://markshillgroup.com Primary Contact: Clay Carlile Products/Services: Business Consultants, Compensation Consultants, Incentive/ Recognition Consultants, Marketing/ Branding Consultants, Financial Services

Mills James Productions (T31) Phone: (614) 777-9933 Website: www.millsjames.com Primary Contact: Rodrick Pauley Products/Services: Meeting Planners, Production Services, Tradeshow Production/ Services, Video Services, Web Design

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Payoneer Inc. (T27) Phone: (212) 600-9276 Website: www.payoneer.com Primary Contact: Dennis Gonzalez Products/Services: Commission Payment Services, Financial Services

PRO Insurance Managers, Inc. (T1) Phone: (816) 941-0030 Website: www.pro4.us Primary Contact: Richard Fuchs Products/Services: Insurance

ROAM (T7) Phone: (888) 589-5885 Website: www.roamdata.com Primary Contact: Patrick Crosson Products/Services: Credit Card Services, Order Entry, Consultant Business Tools, Sales Aids, Telecommunications

Phone: (630) 696-4545 Website: www.thatchertech.com Primary Contact: Dave Siembieda Products/Services: Destination Management, Compensation Consultants, Inventory Management/Warehouse Storage, Order Entry, Computers/Computer Systems

The Connection (T20) Phone: (952) 948-5488 Website: www.the-connection.com Primary Contact: Michael McMillan

Turnkey Social (T29) Phone: (801) 602-8206 Website: www.turnkeysocial.com Primary Contact: Ryan Kell Products/Services: Internet Marketing/Social Media Services, Consultant Business Tools, Software

RoqLogic Inc. (T5) Phone: (949) 722-6048 Website: www.roqlogic.com Primary Contact: Kevin Griffin Products/Services: Internet Marketing/Social Media Services, Consultant Business Tools, Software, Video Services, Integrated Communications Solutions

Session materials will be available online at www.dsa.org/mymeetings


Conference Sponsors

Trusted Outsource Partner

DSA/DSEF Staff in Attendance Melissa Brunton Senior Vice President Nancy Burke Senior Director, Membership Molly Cox Communications Coordinator Adolfo Franco Executive Vice President Indira Fuller-Bey Meetings Assistant & Registrar Ben Gamse Market Research Manager

Karen E. T. Garrett Director, Marketing & Publication Services Betsy Hardin Membership Assistant Valerie Hayes Senior Director, Global Affairs Tamara Ingram DSEF Program Manager Nancy Laichas DSEF Chief Marketing & Development Officer

Joseph Mariano President Lindsay Marquardt Education & Meetings Planner Amy Robinson Chief Marketing Officer Britta Shillingsburg Exhibit & Supplier Coordinator Alyssa Wolice Marketing & Communications Specialist

Sponsor part of the Annual Meeting! Contact DSA’s Britta Shillingsburg for details.



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