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Where Manufacturers & IMRs Prepare for the Future. Together.

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Align on Goals and Develop a Solid Business Plan for Next Year.

Strengthen the Manufacturer – IMR relationship by becoming true partners in business planning at Fall Summit. Here you’ll learn how to professionalize the planning process, maximize traction, collaboratively align expectations, and develop sales goals together as a team.

Here’s what to expect…

  • A facilitated education experience that addresses the concerns of Manufactures and IMRs independently and collectively to drive more combined value to the End User
  • Breakouts of groups of IMRs and Manufacturers:
    • IMRs: learn how to prepare for a business planning meeting and understand what you should be focusing on from your unique perspective
    • Manufacturers: learn what you should be looking for from your IMR and why
  • Understand how to execute a successful joint business planning meeting using what you learned and the ISA SalesWerks Business Planning Tool
  • Actual joint business planning meetings with your partner(s) to prepare for 2023
  • Networking with channel Manufacturers and IMRs
  • Connection opportunities with other ISA Networks (Women in Industry, Emerging Leaders)
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SalesWerks Agenda

Wednesday, November 30, 2022

Keynote icon

4:00PM–6:00PM EST

Opening Keynote: Never Lose a Customer Again: Creating Remarkable Experiences in The First 100 Days® to Gain a Customer for Life

Joey Coleman, Customer Experience Expert & Award-winning Speaker

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Happy hour icon

6:00PM–8:00PM EST

Opening Reception on the Garden Terrace

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Thursday, December 1, 2022

7:30AM–8:30AM EST

Lite Breakfast

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Keynote icon

8:30AM–9:00AM EST

Welcome

SalesWerks Chair: Gary Tucker, Owner, Tucker-Weitzel & Associates, Inc.

Round table icon

9:15AM–10:45AM EST

IMR Breakout
Preparing for Joint Business Planning

Lee Richards, Founder/Managing Partner, Navigant Associates, LLC

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Round table icon

9:15AM–10:45AM EST

Manufacturer Breakout
Preparing for Joint Business Planning

Denise LaStoria, Founder/Managing Partner, Training Advantages, LLC

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Presentation icon

11:00AM–12:00PM EST

Joint Business Planning: Goal Alignment and Forging a Win-Win Plan

Lee Richards, Founder/Managing Partner, Navigant Associates, LLC
Denise LaStoria, Founder/Managing Partner, Training Advantages, LLC

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12:00PM–1:00PM EST

Lunch

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Round table icon

1:00PM–4:30PM EST

Open Planning Sessions

Lee Richards, Founder/Managing Partner, Navigant Associates, LLC (Facilitator)

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Presentation icon

1:00PM–2:30PM EST

Just Negotiate!

Denise LaStoria, Founder/Managing Partner, Training Advantages, LLC

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3:00PM–4:30PM EST

Good Leaders Ask Great Questions (John Maxwell)

Denise LaStoria, Founder/Managing Partner, Training Advantages, LLC

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Happy hour icon

5:00PM–6:00PM EST

SalesWerks Network Happy Hour

Friday, December 2, 2022

7:30AM–8:30AM EST

Lite Breakfast

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Keynote icon

8:30AM–9:00AM EST

Morning Kickoff

SalesWerks Chair: Gary Tucker, Owner, Tucker-Weitzel & Associates, Inc.

Presentation icon

9:00AM–10:00AM EST

ISA Sales Process Training and SalesWerks Certification Update

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Keynote icon

10:00AM–10:30AM EST

Closing Address

SalesWerks Chair: Gary Tucker, Owner, Tucker-Weitzel & Associates, Inc.

Speakers

Joey Coleman

Customer Experience Expert & Award-Winning Speaker

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Lee Richards

Founder/Managing Partner, Navigant Associates, LLC

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Denise LaStoria

Founder/Managing Partner, Training Advantages, LLC

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What Is the Fall Summit?

As the “hub” for all three ISA network events, Fall Summit is where SalesWerks, Women in Industry, and Emerging Leaders come together to connect, learn, and collaborate as individual networks… and as a collective. It’s a space for authentic networking, professional growth, and building relationships with channel peers. The education sessions will be motivating. The networking will be energizing. And attendees will leave with actionable take-aways geared toward growth and productivity that will make a difference in your company.

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Meet Our Sponsors

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See you in Orlando, FL
or Online Virtually!

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