Courses are held from 8:00 am – 4:30 pm each day. Each registrant will receive a notebook, distributed at check-in, that will include the support materials for each session you’ve been assigned to. These materials include worksheets, background readings, exercises, and suggested action plans. Resource materials are not available for sessions to which you’ve not been assigned.
The UID experience is designed to enhance and fortify your knowledge, skills and abilities with a hands-on experience to support immediate application into your work environment.
Which Courses are Right for Me?
UID is designed specifically for CEO’s, Branch Managers, Sales & Marketing Managers, Purchasing Managers, Sales Personnel, Human Resources Directors, Operations Managers, Manufacturers Personnel working with Distributors, Inventory Managers and Training Managers.
Most session descriptions indicate the target audience that would benefit most from participation (job titles, level of experience, etc.). We suggest you use this as a guide when making your session selections.
Once registered and accepted for a course, participants are not permitted to change selections on site or “course jump”. To prevent “course jumping” (attending course you are not signed up for), confirmed session numbers are printed on your name badge as well as on your confirmation and attendance will be taken.
Sunday, March 10, 2019
Instructor: Jason Bader8:00 am - 11:30 am This half day course is all about building a profitable branch location. Managers of these locations need to understand how to lead their team down the path of profitability. It starts with getting everyone on the same page so that the location can provide a superior customer service experience. At the same time, the manager needs to be accountable to the asset they have responsibility over.
Instructor: Gail Alofsin1:00 pm - 4:30 pm Wherever you are on the “leadership ladder,” this seminar will help you cultivate the characteristics, skills and vision you need to lead people. The Foundations of Leadership is a powerful leadership training seminar that focuses on developing skill sets that assist participants in becoming stronger, more confident and respected leaders and managers.
Instructor: Jill Geisler8:00 am - 11:30 am Leadership and management expert Jill Geisler sees it everywhere she teaches: Employees are hungry for more and better feedback than they currently receive - and she’s on a quest to fill that gap. In this fun and interactive two-part adventure, you’ll discover practical tools you can put to use tomorrow.
Instructor: Sam Richter1:00 pm - 4:30 pm Business and sales is all about personal relationships. When you know more about your prospects and clients, you're better able to relate on a personal level, build more meaningful connections, identify triggering events, tailor offerings, and ensure relevancy. Most important, studies show that when you practice Sales Intelligence, you'll win two times more business!
Instructor: Paul Reilly8:00 am - 4:30 pm Value-Added Selling is a content-rich message of hope. It is a philosophy as well as a go-to-market strategy. When salespeople adopt the Value‐Added Selling philosophy and apply its strategies and tactics, they will compete aggressively and profitably in their markets. Attendees will learn how to change the conversation from price to value, frame exciting and positive sales messages, and get credit for the value they add.
Instructor: Tim Underhill8:00 am - 4:30 pm In today's market, strategic customers want more than just the lowest price. They want a supplier (distributor or manufacturer) that can help them reduce their total operating cost, improve efficiency and achieve a competitive advantage with their customers. Suppliers that can provide solutions and sell them effectively can enjoy a distinction that creates a competitive advantage, and allows both manufacturers and distributors to charge a premium for their products and services.
Instructor: J. Michael Marks8:00 am - 11:30 am The vast majority of distribution businesses are run by a senior executive who is also the majority shareholder. These owner-operator businesses vary in size from small entrepreneurial firms to those with over one billion in revenue. Many lifestyle managed firms attempt to adopt professional management practices, often with limited success. This course is focused on helping the senior executive to make a distinction between the two approaches and to make an informed choice as to which approach is best in a given situation.
Instructor: J. Michael Marks1:00 pm - 4:30 pm Digital changes everything but there are still many changes ahead. There will be digital versions of relationship and trust, there will be digital versions of order fulfillment and service, and there will be digital versions of capital structures and cash, and perhaps even Bitcoin. There will even be digital versions of companies. Yet, we are still analog beings living in an ever increasing digital world. There will still be customers and distributors and suppliers, but all will likely operate very different than today. This session explores the forces of changes at work and explores several scenarios that may occur as a result.
Instructor: William R. McCleave, Jr., Ph.D.8:00 am - 4:30 pm Distributors and their suppliers wrestle with a constantly changing world of big challenges and promising opportunities. As customers seek better supply alternatives and competitors increase their efforts, differentiation becomes essential for survival .Great distribution firms in the future will focus on customer and market arenas where they can provide world class performance and unique value.
Instructor: Beth Ziesenis8:00 am - 11:30 am You attend UID to advance your career, but keeping on top of everything as you go up the ladder is exhausting! And if productivity is the problem ... then technology has the answer.
Instructor: Judy Hoberman1:00 pm - 4:30 pm When you think about leadership, what skills immediately come to mind? Perhaps strategy, negotiations, education, technical knowledge, communication, power and presence? While those are extremely important qualities to have, studies have shown that soft skills are even more important in leadership than the hard skills we have grown accustomed to. While hard skills will get you the job, it's the soft skills that will get you to the top.
Monday, March 11, 2019
Instructor: Kathy Newton, Ph.D.8:00 am - 11:30 am Managing good talent has never been easy, but the rapid pace of change is going to make this even more challenging. Is your organization ready for it? Good for all levels of managers and supervisors.
Instructor: Steve McClatchy1:00 pm - 4:30 pm What shapes a leader's outcome, career and life? The criteria we all use for making decisions drive our performance and our effectiveness as leaders. Great decision-making habits yield a lifetime of achievements and success. Poor habits keep us stressed, frustrated, and forever out of balance.
Instructor: Randy Disharoon8:00 am - 11:30 am General Patton declared, “Lead me, follow me, or get out of my way!” Designed for company Executives and Sales/Branch Managers, this highly interactive course introduces the four phases of leadership development – Build Within, Build Around, Build Up and Build Out. Participants will leave empowered to communicate a compelling vision, create a high performance culture, and sustain the winning pace.
Instructor: Michael E. Workman, Ph.D.1:00 pm - 4:30 pm As merchant wholesalers, the functions of distribution are well defined. They include physical distribution, operations, purchasing, sales, and various forms of service. Branch management historically focused on cost control, inventory control, technology implementation and utilization, multiple and varied sales functions, supplier interface, scheduling, and people development and management—including recruitment, retraining, and team building.
Instructor: Albert D. Bates, Ph.D.8:00 am - 4:30 pm Only about 10% of all companies make as much profit as they should. This is true across almost all industries. The "Improving the Bottom Line" session will demonstrate how to improve your financial results, not just a little, but a lot. The program emphasizes two essential concepts: Planning Profits First and Setting Profit Priorities. The first of these topics will focus on treating profit as the first element of the plan that should be developed each year.
Instructor: Jon Schreibfeder8:00 am – 11:30 am
The predictable availability and dependable delivery of material is critical to the success or even survival of your company. Is it best for your management to control all aspects of acquiring inventory, fulfilling orders and delivering products to your customers? Or should you work with a partner in accomplishing some or all of these vital services? In this half-day session, we will examine the pros and cons of working with 3PLs as well as maintaining successful relationships with these business partners.
Instructor: Jon Schreibfeder1:00 pm - 4:30 pm Every distributor has one or more warehouses. But few realize that efficient and effective warehouse operations are a key element to success and profitability. In this half day session we will explore how a few simple practices will help you ensure that the on-hand quantities of stocked products are consistently accurate and that you efficiently store items in order to minimize the cost of filling orders. Included will be a presentation of a cost/benefit analysis of implementing new material-handling technology.
Instructor: J. Michael Marks & Jim Miller8:00 am - 11:30 am This half-day morning course is designed for distributor and manufacturer executives who are competing in industries that are undergoing industry consolidations. The course is designed to help executives understand how these activities change the competitive landscape. Bigger is often not better, but it is always different. The course starts will a dive into changes driven by distributor M&A activity.
Instructor: J. Michael Marks1:00 pm - 4:30 pm This course is focused on practical examples and useful models to improve decision making with big data for today’s distributor. It is about how to start, not theory, and it does not require a new software package to play.
Instructor: Tim Underhill8:00 am - 4:30 pm What is the one thing that every customer is focused on right now.... reducing their operating costs. Manufacturers and distributors both add value (save the customer money) through the products and services they provide the end-user customer, but being able to show the dollar savings these value added solutions provide is often difficult.
Instructor: Paul Reilly8:00 am - 11:30 am In sales, there are fewer things more powerful than being at the right place, at the right time, with the right solution. For inside sales and service professionals, they are in the right place, and the timing couldn’t be better. It’s as simple as presenting the right solution.
023. HR Best (and Useful!) Practices: Should you Use a Non-Compete Agreement? AND “Saying Goodbye to Non-Performing Long-Term Employees”
Instructor: Pam Krivda1:00 pm - 4:30 pm
This session offers very practical, how-to-advice on two recurring questions for our industry: the pros and cons of using non-competition agreements for your employees and how can you terminate nonperforming, long-term employees in a way that doesn’t land the company in court.
Tuesday, March 12, 2019
Instructor: Michael E. Workman, Ph.D.8:00 am - 11:30 am As merchant wholesalers, the functions of distribution are well defined. They include physical distribution, operations, purchasing, sales, and various forms of service. Branch management historically focused on cost control, inventory control, technology implementation and utilization, multiple and varied sales functions, supplier interface, scheduling, and people development and management—including recruitment, retraining, and team building.
Instructor: Bob DeStefano1:00 pm - 4:30 pm Distributors and manufacturers understand the importance of online marketing for their current and future success. Unfortunately, most have only achieved modest success from their online marketing investments. What they are missing is the proven formula for success and this session will show you how to implement the 7 key elements of a successful B2B online marketing strategy.
Instructor: John F. Monoky, Ph.D.8:00 am - 4:30 pm This dynamic, interactive and intensive program focuses on developing sales organizations with the flexibility, effectiveness and efficiency needed to thrive in a customer-oriented and turbulent environment. The successful sales leader has discovered that integrating the sales function with the company's market plans increases productivity and maximizes profits. The principles presented in this program for developing a strategically oriented sales team are proven to improve sales performance in organizations of all sizes and in different markets and industries.
Instructor: Kathryne A. Newton, Ph.D.8:00 am - 4:30 pm Distribution is a people intensive business and one of the most important challenges for managers in today's tough business environment is enhancing employee productivity. You will learn how to take a "systems" viewpoint of the organization; learning tools to identify productivity gaps in your firm and working towards a balance for employee activities such as hiring and training, compensation, performance evaluation and employee development.
Instructor: Jon Schreibfeder8:00 am - 4:30 pm Every distributor has to answer two questions when replenishing inventory: When to reorder products and how much to order. In this half day session we will explore how to ensure that your company is using “best in class” practices to ensure that you consistently meet or exceed customers’ expectations of product availability.
Instructor: Joseph C. Ellers8:00 am - 11:30 am Most organizations struggle with hiring salespeople. A lot of hires that look great just don't pan out. One reason: we've got a "random" approach to hiring that's going to produce random results. Another reason: we've got some beliefs that just don't match with reality.
Instructor: Joseph C. Ellers1:00 pm - 4:30 pm The joint sales call is the only "quality" check that exists for sales managers. You can have a great strategy, a great plan, and trained people and still not get the results you want because the "field execution" is just not there. The only way to see if the right things are taking place is to go to the field (or to the inside sales desk) and find out.
Instructor: Jim Pancero8:00 am - 4:30 pm This advanced one day program will focus on only one topic: how to increase your team's competitive advantage and profitability by increasing their strategic selling skills, tactical account planning and active coaching.
032. Leading Relationships: Communicate Effectively, Resolve Conflict, Hold Others Accountable & Lead High Performance Business Relationships
Instructor: Steve McClatchy8:00 am - 11:30 am
If you are in business today you are in the business of relationships. The skills of communicating effectively, working with diverse multi-generational teams, setting expectations, giving and receiving feedback, gaining commitment, resolving conflict, and getting others to follow through can be the most important skills you will ever develop as a leader.
Instructor: Steve Deist1:00 pm - 4:30 pm This course will show you how to develop and execute a successful strategy using tools specifically designed for distributors. We will cover the key elements of strategy, including market assessment and positioning, strategic prioritization, addressing critical constraints, management rhythms and metrics. We will show the right and wrong ways to approach strategic planning, and provide examples of world class distributor strategies.
Wednesday, March 13, 2019
Instructor: Amy Kinnaird8:00 am - 11:30 am Are you setting your goals to drive your process improvements? The right goals should guide your team towards working on projects that fulfill your company’s mission and are aligned towards a common vision. Give your team the resources and tools to go after the root cause of the problems that are preventing additional success in your industry. Identify improvements that work and then track their success. Participants will learn how to implement SMART goals to drive their teams towards solving the right problems.
Instructor: Linda Larsen, CSP, CPAE1:00 pm - 4:30 pm You wouldn’t dream of undertaking any kind of a building project without a complete tool kit to insure the job is done correctly. And this is especially true if your goal as a manager is to build a team that is positive and highly productive, quickly solves problems and provides stellar customer service. In this fast-paced, workshop you will get all the tools you need to dramatically improve your bottom line. You’ll leave knowing how to provide the kind of service that will create loyal, happy customers for life and make them want to scream your praises to anyone who will listen.
Instructor: Daniel McQuiston, Ph.D.8:00 am - 11:30 am In this session Dr. McQuiston will outline his 10-Step Marketing plan for distributors. This plan covers such aspects as formulating a mission statement, doing a SWOT analysis, setting financial and marketing objectives, and then combining the elements of the marketing mix to reach those objectives.
Instructor: Daniel McQuiston, Ph.D.1:00 pm - 4:30 pm In this session Dr. McQuiston will talk about the four basic social styles which individuals have and then talk about the five factors that make up a person's 'EQ'. He will then talk about how combining an understanding of a person's social style with a high EQ can lead to much more constructive relationships with co-workers and a more productive sales effort.
Instructor: Michael Schatzki8:00 am - 4:30 pm This seminar/workshop teaches you how to improve your bottom line profitability. The focus is on sales, purchasing and other negotiations that will have a measurable impact on your profits. The Negotiation Dynamics System provides a powerful set of tools that will give you a real negotiating edge at the same time maintaining positive, long-term relationships.
Instructor: Joseph C. Ellers8:00 am - 4:30 pm For years, both sales management and sales have been presented as "art forms." The underlying assumption was that you were either a "born" salesperson/manager--or you weren't. Today, we recognize that there are many specific processes used by the most successful sales organizations and that they can be learned and used in any organization.
Instructor: John F. Monoky, Ph.D.8:00 am - 11:30 am All customers are not created equal but all deserve a meaningful definition of value that satisfies the needs of both the customer and the distributor. This session is a pragmatic approach to segment and align your sales and service organization to create value and make money from your key, target, maintenance and why bother customers. It also looks at the requirements to take care of the unique needs of your firm's strategic accounts.
Instructor: Don Buttrey1:00 pm - 4:30 pm This powerful workshop will equip sales managers and front-line sales professionals with the direction and proven tools essential for getting these vital planning disciplines accomplished! These activities are time management investments that assure short and long-term sales success.
Instructor: Jim Pancero8:00 am - 4:30 pm How much business has your team lost because of weak or inconsistent selling skills? How many in your sales team believe “experienced = trained?” Everyone’s been through all your product training; when was the last time you invested any time coaching and training to improve your team’s persuasive selling skills?
Instructor: Steve Deist8:00 am - 11:30 am This course will cover the fundamentals of marketing, and how to develop and execute a market based strategy. Key topics include: market sizing and opportunity assessment; segmentation, targeting and positioning (STP); setting corporate priorities based on market gaps; and the role of a true product marketing function within a distribution firm.
Instructor: Steve Deist1:00 pm - 4:30 pm Improved pricing practices can be one of the most effective ways to increase bottom line results quickly, but pricing changes are often complex and risky. This course will outline the steps required to implement a world-class pricing program that will grow margins while managing short and long-term risk.