Agenda
We are excited to bring you the Proforma 2021 Virtual Elevate Event to help Elevate your selling strategies, Elevate your motivation, and Elevate your sales!
During this three-day virtual event, you will experience an exciting line up of sessions that will motivate, educate, and celebrate each member of the Proforma Family. It is our goal to keep you informed, educated and excited about new strategies and new resources to help you successfully win new business from prospects, and sell more to your current customers in this new business environment where virtually everything, is virtual!
DAY 1: Tuesday, April 6th, 2021
2:00 – 2:30 PM EDT
THE POWER OF PROFORMA AT WORK FOR YOU!
The true power of Proforma is the collective experience, knowledge, tools, resources and people that make Proforma the best organization in the industry. Fueled by the best technology in the industry, ProVision, Proforma continues to create and deliver new programs and resources to help you be more successful than ever before. In this valuable session, Vera Muzzillo will share with you the exciting news of the new programs and resources coming your way.
Presented by: Vera Muzzillo, Proforma CEO
2:30 – 3:30 PM EDT
VIRTUAL SALES TACTICS IN THE NEW WORLD PARADIGM
Think Smart. Act Bold. Always Innovate. These are a few of the core values of Insivia, founded by Andy Halko. In this powerful session, Andy will share his insight and experience on the key strategies, techniques and approaches you need to be successful in a virtual sales environment, including the process of remote selling, targeting buyers needs and wants, and outlining a repeatable 5-part plan for virtual client meetings. This is the session you need to improve your lead generation and find frictionless sales opportunities.
Presented By: Andy Halko, Founder of Insivia
ANDY HALKO :: FEATURED SPEAKER
Andy has spoken for hundreds of organizations around the country on marketing, entrepreneurship, and futurism. He started his first company in 2002 at 22 years old and has built and founded several startups. Featured on NBC Nightly News, Forty Under 40 Award, 25 under 35, Distinguished Sales & Marketing Award, “One To Watch”, and Stashhower Young Visionary Award are just a few of his accomplishments.
3:30 – 4:30 PM EDT
CREATING EXTRAORDINARY RESULTS IN CHALLENGING TIMES
It’s easy to walk tall and create results when things are going well, but what happens when things aren’t going so well… personally or professionally? With over 18 years working with top performers, Dan Lier will share proven strategies to create results during challenging times and turn stagnant results into positive momentum and excitement.
Presented By: Dan Lier, Guest Speaker
DAN LIER :: FEATURED SPEAKER
For 20 years, Dan Lier has been helping leaders and sales people improve their mindsets and increase their productivity
and performance. He began his professional career as a field sales rep for Tony Robbins and quickly became the #1
performer. Dan helped to change the sales paradigm within the Robbins organization, and was elevated to sales leader
– where he led two national sales teams, on opposite sides of the country, to produce record sales numbers for the
business. Dan is also an adjunct professor at Fort Hays State University School of Business and Entrepreneurship.
4:30 – 5:30 PM EDT
OWNER PANEL – BEST PRACTICES TO FIND NEW BUSINESS
As a member of the Proforma Family you have access to the best resources in our industry. The true power of the Proforma Network is the experience and knowledge available to you through your fellow Owners and Sales Reps. Join successful Owners from throughout the Proforma Family as they discuss their best practices for finding and winning new business amidst a global pandemic.
Moderated By: Greg Armstrong, Vice President of Sales
5:30 – 6:30 PM EDT
OWNER RECOGNITION & HAPPY HOUR
Join fellow Proforma Family Members and Supplier Partners as we gather together, virtually, to celebrate and recognize Owners for their achievements over the past year. And, stick around for your chance to win exciting door prizes from some of our top PLPs and MVPLPs. Must be present to WIN!
Moderated By: Greg Armstrong, Vice President of Sales
DAY 2: Wednesday, April 7th, 2021
2:00 – 2:30 PM EDT
THE ART OF ACCELERATED RESILIENCE
Adapt faster and achieve more… this is the focus of Courtney Clark, our Featured Speaker and powerful motivator, to kick off Day 2 of our Elevate Event. Courtney will share proven strategies that will help your team manage change, chaos, conflict and life’s other challenges in the fastest, most productive way possible. Building resilience means developing new behavior patterns in tough times, and Courtney will show you the research behind the quickest ways to get back on track and be successful, no matter the challenges you face in life and work.
Presented By: Courtney Clark, Accelerated Resilience
COURTNEY CLARK :: FEATURED SPEAKER
Courtney Clark is the luckiest unlucky person in the world. After a series of major struggles beginning in her mid-20s, she has built two successful businesses and is the author of two books, including her most recent book The Successful Struggle: Powerful Techniques to Achieve Accelerated Resilience. She works with people who want to adapt faster and achieve more, and has spoken worldwide to organizations like Procter & Gamble, Dell, S&P, Humana, Cisco, and Cardinal Health.
2:30 – 3:00 PM EDT
SELLING STRATEGIES – RESPONSE TO A PANDEMIC
While we continue to navigate the pandemic as a society, the landscape and rules of engagement in business have changed and will continue to adjust with the pivots we make as a society. Learn about key strategies and tactics that will help you stay engaged with your accounts, gain market share with new accounts in new industries, and keep you selling during the pandemic.
Presented By: Greg Armstrong, Vice President of Sales
3:00 – 4:00 PM EDT
OWNER PANEL – PERSISTENCE AND CREATIVITY THAT PAYS OFF
The power of the Proforma Network comes together once again to share success stories and successful selling strategies that combined a little creativity and a lot of persistence to create a winning combination for earning new business in one of our industry’s most
challenging years.
Moderated By: Greg Armstrong, Vice President of Sales
4:00 – 4:30 PM EDT
THE NEW SUCCESS COACHING MODEL
Learn more about the NEW Success Coaching model at Proforma. The Success Team consists of four Success Coaches each bringing unique strengths and experiences to the team, including; sales, operations, print, vendor relations, and strategic planning. Learn how your Success Coach will help you set goals, leverage Proforma’s tools, and achieve success in 2021 and beyond!
Presented By: Proforma Success Team
4:30 – 5:00 PM EDT
SOCIAL MEDIA – MAKING YOUR BRAND STORY COME TO LIFE
We are excited to bring you this 30-minute sneak peek on social media best practices to increase business and the tools and techniques recommended to help get you there. In this session, we will review your current ProSocial offerings and introduce you to two virtually free tools you must add to your toolbox – Buffer and Canva.
Presented By: Billie Jo Mathusek, Vice President of Marketing Technology and Allison Novak, Social Media Strategist
5:00 – 5:45 PM EDT
EVEREST TO EMPOWERMENT
Join Shailee Basnet for this powerful session as she passionately takes her audience on a virtual journey of majestic mountains, sharing some of the toughest lessons on leadership, team building and empowerment. As the leader of the historic ‘Seven Summits Women Team’, the world’s first female group to scale the highest peak in each continent, Shailee delivers key takeaways on what makes a team a ‘force’ and how mountain leadership applies off the mountains. She will help explain how clarity of vision, listening to the voice of risk and the simple act of taking one tiny step at a time can help you not only survive but thrive.
Presented By: Shailee Basnet, Mountaineer and Keynote Speaker
SHAILEE BASNET :: FEATURED SPEAKER
Shailee Basnet, is an experience mountaineer, keynote speaker and stand-up comedian. She scaled Mt Everest in the year 2008 and then led the ‘Seven Summits Women’s Team’ which became the world’s first female group to scale the highest peak on each continent in the year 2014. Shailee and her team has received global accolades including one of the highest civilian medal decorations from the President of Nepal to an audience in the White House, USA for their perseverance, bravery and achievements.
Currently Shailee presents to groups of all sizes, demographics and business purposes to help explain how the preparation, training, bravery and vision of her lifetime’s accomplishments can be translated to the business world. In addition to her speaking engagements, Shailee also leads a program in Nepal to train young female survivors of sex trafficking in the field of mountaineering to help them become licensed trekking guides and provide them with confidence and purpose.
5:45 – 6:00 PM EDT
ELEVATE EVENT WRAP UP
We’ve spent the last two days creating learning opportunities and sharing Owner experiences to help motivate and energize you to create new opportunities for your business. Together with the best Owners, Supplier Partners and Support Team in the industry, we are continuously working to provide you with the most robust and timely resources available to give you a competitive advantage over the competition. Join the Proforma Leadership Team as they share their closing thoughts and next steps to help make 2021 your most successful year yet.
Presented By: Doug Kordel, President
6:00 – 7:00 PM EDT
OWNER MIXER/NETWORKING, TRIVIA & DOOR PRIZES
It’s time to relax and celebrate another successful event! Join your fellow Owners, Sales Reps, Supplier Partners and Proforma Support Team Members in this lighthearted, fun and energetic networking event to wrap up Elevate 2021. And what’s more fun than a few amazing door prizes from our PLP and MVPLPs. Must be present to WIN!
DAY 3: Thursday, April 8th, 2021
2:00 – 3:30 PM EDT
PROFORMA PLP & MVPLP VIRTUAL ROUNDTABLE EXPERIENCE PART I
Join your favorite PLP and MVPLP Supplier Partners in a Virtual Roundtable experience. In this session, you’ll have an opportunity to join some of your favorite suppliers in 20-minute intervals to hear about the latest trends, innovations and selling strategies that their products are bringing to the virtual table.
4:00 – 5:30 PM EDT
PROFORMA PLP & MVPLP VIRTUAL ROUNDTABLE EXPERIENCE PART II
Join us for part two of our PLP and MVPLP Virtual Roundtable experience. In this session, you’ll have an opportunity to join even more of your favorite suppliers in 20-minute intervals to hear about the latest trends, innovations and selling strategies that their products are bringing to the virtual table.
