Agenda

An Evening with Steve Wozniak
Sunday, January 12
6:30 – 7:15 PM
Mandalay Ballroom

Join Vera Muzzillo for an up close and personal interview with inventor, tech entrepreneur and Apple® Co-Founder, Steve Wozniak. This event will be open to all Proforma guests registered for Elevate 2020. You must have both your PPAI and Wozniak credentials to gain access.

A Morning with Brian Moran
Monday, January 13
8:00 – 10:45 AM
Mandalay Ballroom

New York Times Bestselling author and creator of The 12 Week Year, Brian Moran, will be presenting his key strategies to accelerate your sales growth and achieve new levels of success. This event will be open to all event attendees! This intensive workshop will help you understand how to successfully execute the strategies behind The 12 Week Year. Must have your Elevate credentials to attend.

Putting the 12-Week Year to Work for You: Managing a Sales Team
Monday, January 13
10:45 – 11:45 AM
Mandalay B

Make sure your business is constantly growing by attending this 50-minute session with Brian Moran. Learn the best practices for hiring, motivating and keeping your sales team successful so you can elevate your business and achieve your goals! 

How I Grew My Business from Under $400 Thousand to Over $1 Million:  
Reaching the Next Level of Success in Less than Two Years
Monday, January 13
10:45 – 11:45 AM
Mandalay C

In this Owner led panel, you’ll learn the best strategies to help take your business to the Million Dollar Club. Join your fellow Owners who have already elevated their business to the Million Dollar Club as they share their insights that will help you reach that same pinnacle. 

DEBORAH LANIGAN / Proforma Mega Marketing Solutions

Deborah has been with Proforma for 4 years, and in that short time she has grown her business from under $80,000 in 2016 to a projected $3,000,000 in 2019. Her success is largely due to her desire and ability to cross-sell promotional products to her existing print customers. Deborah also focuses her efforts on selling to specific markets where she has strong knowledge, great clientele, a wide prospect base and can leverage referrals for future pipeline development.

STEVE WILLIAMS / Proforma Signature Marketing

Steve’s success comes down to two things; focusing his efforts on mid-to-large size companies and leveraging the tools and resources of the Worldwide Support Center. That’s how he’s been able to sell hundreds-of-thousands of dollars in print and promo products to one of the nation’s most well-known and respected brands and grow his business from $400,000 in 2017 to over $1 million, less than three years later.

BLAIR WYGLE / Proforma NorthPoint

Having a diversified customer base and not relying on a few clients for the bulk of his business is one of the reasons Blair has been able to bring Proforma NorthPoint into the Million Dollar Club. This strategy has moved him from $600,000 in yearly sales to $1.1 million in just five short years.

Supplier Roundtable Luncheon  
Monday, January 13
12:00 – 1:45 PM
South Seas F

Networking with the best Supplier Partners in the industry is a hallmark of Proforma events, and Elevate 2020 is no different! Get valuable face time with representatives from some of Proforma’s biggest PLP and MVPLPs duringthis Roundtable Luncheon.

Creating Operational Efficiencies to Guide Your Success: 
Coaching and Consulting for Business Success
Monday, January 13
2:00 - 3:20 PM
Mandalay C

Proforma is committed to providing Owners with the necessary tools to achieve success in all areas of business. Discover Proforma’s consultative approach to Financial Management, Sales Strategy and Operational Efficiency. In this session, you will meet the consultant, review case studies, and understand how Proforma can partner with you to achieve business success.

MILLION DOLLAR CLUB PREFERRED

MICHELLE DALTON / Senior Operations Consultant

Proforma is committed to providing Owners with the necessary tools to achieve success in all areas of business. Discover Proforma’s consultative approach to Financial Management, Sales Strategy and Operational Efficiency. In this session, you will meet the consultant, review case studies, and understand how Proforma can partner with you to achieve business success.

How I Added $500 Thousand to My Business and Increased My Bottom Line
Monday, January 13
2:00 - 3:20 PM
Mandalay Bay B

Looking for the inspiration to grow your business in 2020? Then look no further! In this panel, you’ll learn from fellow Owners the best strategies and practices to increase your yearly sales and bottom line at the same time!

ANDY MEALOR / Proforma Ascension Marketing Group

The old adage, work smarter, not harder has guided Andy’s business for the last ten years. Applying strong operational business processes and utilizing ProVision, the streamlined and multi-functional business management tool has been a key to taking his business from $980,000 in 2010 to $2.3 million in projected 2019 sales.

PRATT PANDE / Proforma IdeaPress

Pratt has been with Proforma since 2011 and in that time, has been able to elevate his business all the way from $150,000 in yearly sales in his first year to the Five Million Dollar Club less than a decade later. His key to success is taking advantage of the many resources the Worldwide Support Center offers, including the Sales Automation Marketing program and Sales Rep Recruiting services Proforma offers.

DENNIS FUNK / Proforma Signature Solutions

Next year will mark 20 years that Dennis Funk has been a member of the Proforma Family. During his tenure, he’s found that prospecting and investing in Major Accounts with the help of the Worldwide Support Center has been invaluable in moving his business from $600,000 in annual sales in 2000 to a projected $5 million in 2019.

DAN HAAR / Proforma Strategic Promotions

Dan has been with Proforma since 2006 and says that building and maintaining business relationships and growing organically with a strong team have been his biggest keys to success. Since moving up to become a Co-Owner in 2016, Proforma Strategic Promotion’s yearly sales have doubled, going from $600,000 to a projected $1.2 million this year.

Identifying, Presenting and Winning in the Major Accounts Game:
Securing $1+ Million Accounts 
Monday, January 13
3:30 - 4:50 PM
Mandalay C

Think major accounts aren’t for you? Think again! In this presentation, Tom Rizzi moderates a panel with some of Proforma’s biggest and most successful Major Account winners so you can start turning those big leads into big clients.

MIKE LAZZARI / Proforma BrandCentric Solutions

Earlier this year, Mike secured the largest contract in Proforma’s history, a three year commitment with a large financial institution worth $24 million. Big wins like this have been what’s catapulted Proforma BrandCentric Solutions from yearly sales of $400,000 in 2005 to an estimated $5.3 million in 2019.

BRANDON KENNEDY / Proforma Progressive Marketing

For Brandon Kennedy, providing exceptional customer service and a strong value proposition is how he and his team were able to secure a 3 year, $12 million dollar contract with a leading California technology firm and move from $180,000 in sales in 2004 to over $6 million this year.

RYAN ANDREWS / The Branding Agency powered by Proforma

Ryan Andrews has only been with Proforma for 5 years but in that time has signed deals with 3 Major Accounts in the retail and manufacturing industries worth over $2 million dollars. This focus on major accounts has led The Branding Agency to move from a $580,000 in sales in 2014 to a projected $7 million for 2019.

Social Media Values for Valuable Marketshare 

Monday, January 13
3:30 - 4:50 PM
Mandalay B

JACE VERNON / Founder, RED Digital Marketing Group

In this 80 minute session on social media marketing, you’ll learn about the wide-reaching impact that social media can have on your business and how it can be used to reach a younger generation of buyers and positively influence your business decisions.

Sales Rep Recruiting Strategies to Impact Your Business Success
Monday, January 13
5:00 - 6:20 PM
Mandalay C

Owners share insights on how best to attract talent from outside our industry and successfully train and motivate them towards success! 

JOSH FULLER / Relevant Business Solutions powered by Proforma

Josh has found that investing the time and effort to mentor young sales talent from outside our industry leads to an incredible amount of success for his business. After coming on late last year, one of his Sales Reps, who had no previous experience in print and promo, is projected to bring in close to $500,000 this year. This success in Sales Rep Recruiting will take Josh’s yearly sales from $350,000 just a few years ago to over $1 million in 2019.

JOE TROY / Waterfront Promotional Merchandising

A strong focus on recruiting sales talent from competitors has grown Waterfront Promotional Merchandising from $640,000 in sales three years ago to almost $3 million for 2019. For Joe, bringing in experienced Sales Representatives to help build an extremely robust pipeline of customers is an invaluable part of his business model.

GREG MARKS / IdentiBrands powered by Proforma

In the past year, Greg has hired two new Sales Representatives who have already made a huge impact for his business, opening up 13 new accounts. IdentiBrands is projected to do close to $2 million in sales by the end of this year, almost doubling what Greg did in his first year with Proforma in 2012.

Proforma NEXT Under 40 Panel: The Millennial Trifecta
Identify the Decision Making Habits that Drive the Millennial Generation 
Monday, January 13
5:00 - 6:20 PM
Mandalay B

Join the Proforma NEXT Under 40 group for a discussion about topics related to the largest generation in the U.S. labor force; millennials. This will be an inter-generational panel, where we not only discuss how to sell and market to millennials, but how millennials can sell and market to baby boomers. The second portion will talk about hiring and retaining millennial talent.

MATT DEL VALLE / Stan Miller & Associates, powered by Proforma

Matt Del Valle, Owner of Stan Miller & Associates has been with Proforma since 2014. In that time, he’s more than doubled his yearly sales from under $350,000 in his first year and is now approaching the Million Dollar Club.

JUSTIN WASHBURN / Full Throttle Marketing powered by Proforma

Justin Washburn, Co-Owner of Full Throttle Marketing started his journey with Proforma in 2013 and has increased his sales steadily year in and year out. He started under $10,000 his first year with Proforma and has achieved more than $400,000 in sales so far in 2019.

RUSS HOWARTH / Proforma Think Ink

A model of efficiency and building responsibly over his 25+ years with Proforma, Russ has grown Proforma Think Ink from annual sales of $53,000 in his inaugural year of 1993 to being a member of the Multi-Million Dollar Club, with projected sales of over $3 million in 2019.

NICOLE MERKLE & RON MUZECHUK / Proforma CNR Marketing

Flexibility and a willingness to adapt to changing technology have led to Nicole and her father Ron achieving Million Dollar Club status year-in and year-out. During its inaugural year in 1998, Proforma CNR Marketing did just over $30,000 in sales. Flash forward to 2019 and the father-daughter duo are once again projected to make over $1 million.

Evening Networking Opportunities
Dine Arounds
Monday, January 13
6:45 PM
House of Blues

Cap off your Elevate experience with an exciting evening of Owner Led Dine Arounds! Network with some of Elevate’s Owner Presenters at the House of Blues and continue your conversations from their sessions. Ask questions, pose scenarios and learn from some of Proforma’s most successful Owners. Please note, this event will be a first come, first served registration process and Owners will pay for their own meals.

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