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Agenda &



5:00 pm - 10:00 pm

Business Networking
Welcome & Social Event

Opening Session

The Opening Session hosted by Nancy Schmidt, (AIA’s CEO), and Rich Berg (AIA’s SVP of Owner Success & Business Development), with special guests Tim Andrews, President & CEO of ASI, and Will Knecht, Chairman and Chief Brand Ambassador of Wendell August Forge, will share real stories of successful transformation, including a practical framework that you can put to use in your business. 

Will Knecht
Wendell August Forge

Chairman & Chief Brand Ambassador

Tim Andrews

President & CEO

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Rich Berg

SVP of Owner Success & Business Development

Nancy Schmidt


Keynote Speakers


Karie Kaufmann

Business & Executive Coach | Action Business Coaching, Inc.

Building a Truly Great Business

As a successful business coach with clients in the Promotional Products industry, Karie’s session is sure to be packed with valuable takeaways for you and your business. This is a can’t miss! You’ll leave this fast-paced session with real-world ideas that you can apply right away, including:

  • How to increase your influence in the marketplace

  • Ideas to spark momentum and take your business to the next level

  • Practical action steps you can use to strengthen your business - no matter the economy

Since 2005, Karie Kaufmann, MBA, has helped over 1,000 business owners achieve their goals, and take their companies to the next level. Her clients have achieved double and triple-digit growth in profitability, accomplished through improvements in sales, marketing, team development, systems, and strategic planning. She is a global Hall of Fame coach and international speaker who loves her family, traveling, iced espresso, and helping businesses grow their bottom line.

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Jonathan Isaacson

Chairman & CEO | Gemline

You won’t want to miss this session with Jonathan Isaacson, Chairman and CEO of one of our MVP Suppliers, Gemline. Jonathan will share a high level view of business today through the lens of the leading macro-trends Gemline is seeing, such as sustainability, employee prospecting and retention, and corporate social responsibility. He will also share an overview of the state of the supply chain, reasons for inflation, and how Gemline is supporting distributors like you to be able to have well-educated discussions with your end buyers regarding these very real issues .

Jonathan G. Isaacson is the Chairman and CEO of Gemline, a privately held, multiple award-winning supplier of quality hard goods to the Promotional Products markets. The company has been recognized as one of the 12 largest suppliers in the industry and, in 2021, was named Supplier of the Year by Counselor magazine. It has its primary operation in Lawrence, Massachusetts, where they are one of the largest employers, with a technical facility in Shenzhen, China. In 2008, he was named The Counselor Magazine’s International Person of the Year, and in 2021 was named The Counselor Magazine’s Person of the Year. In 2022, he was honored with the Greater Lawrence Family Health Center’s highest award, the Making a Difference Award, for service to the community.


Education Sessions

Are You Running Your Business or is Your Business Running YOU? 

In this session, we will be uncovering roadblocks that keep you from being your most efficient self.   Working together, we will take a deeper dive into solutions and best practices in time management skills.

Presented by:

Laurie Crowder, Andrea Fenner, 

Jamie Tumas, and Carrie Howle

Building Your Brand

Regardless of how you choose to market yourself, your brand is your consistent source of truth of your promise to your customers.  


In this session, we will cover the difference between a brand and a personal brand, as well as how to tap into the power of a service brand. We will share a framework to pull it all together.  Whether your brand is rock solid, needs a little tweak or you are just getting started, this session will inspire!

Presented by:

Stacy Price, Andres Blanco,

and Nicole Stachowicz

Prospecting: Breaking down the barriers of pursuing and winning new business! 

A balance of learning and sharing with peers.  
  • Time allocation– Get Started!  The when, how, who, what of successful prospecting tactics

  • LinkedIn as a digital networking tool

  • Referral programs - Learn about developing and executing for prospecting and current clients

  • Interactive white board discussion and Q & A

Presented by:

Greg Burpee, Deana Endlievri (Owner), 

and Scott Schmidt (Owner)

Business Planning and Forecasting for Growth

Don't leave your business's growth to chance! Successful business people know it takes planning for real growth to occur. In this session you will learn:

  • How to use the reports available to you to measure past performance

  • How to use the data to create a strategic business plan for growth

  • Techniques for forecasting business success

Presented by:

Mary Ellen Wilson, Julie Ross,  and Matt Chenault

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