Rough Draft – March 25, 2014
Meeting Agenda
Marketing – Sharing Best Practices
Affordable Care Act & More
Meeting Focus is on Marketing and Communications - Bring your Sales and Marketing Teams
May 14-16, 2014
Special Guest Speaker- Scott Cooper, Marketing Engine Group
HR Vice President on Self Insured Experience
Sunday/Monday - Pre-Meeting Plan- Golf trip to Whistling Straits
Tuesday – May 13, 2014
3:00PM – 5:00PM
Avionté ASGroup Users Forum
With so many ASGroup members using Avionte, this session is designed
to share ideas on how we are best using Avionte and to give Avionte
feedback on what needs the most attention to enhance the services they
offer. – Avionte Software Updates.
6:00PM
Cocktails at Hotel Bar - Casual Get Together
Wednesday – May 14, 2014
7:00AM – 7:45AM
Continental Breakfast - Mandatory for Hotel Spend
8:00AM – 8:15AM
Welcome to Wisconsin Meeting Overview
Keys to Take Home Value
Breakout Sessions Begin
Owners Only – in Red
Key Managers – in Blue
8:15AM – 10:45AM
What’s Happening in Your Market?
Facilitated by TBD
 Breakout for added value - This session has become popular with so
much information to share; therefore, we are attempting to drive
even more value by having like companies together in small groups
to share pertinent information of value.
 Please be prepared to address the following in your 5-minute
overview: The best end result learning from this session is to identify
trends that are improving revenue/expenses or negatively effecting
revenue and/expenses.
o Trending - % Sales up or down year-to-date
o Trending- GM % up or down
o What is affecting your business most in recent months?
Breakouts:
o
o
8:15AM – 10:45AM
Industrial Focused Companies
Office/Professional/Direct Hire/IT Staffing Companies
What’s Happening in Your Market? (Key Managers)
Facilitated by Dave Simpson, ARSN & /Brad Qua, Reserves Network
Share with fellow ASG key managers what you are doing to grow in your
market or any challenges you may be having. Learn how you can bring
the values of others home to put to work in your company.
10:45AM – 11:00AM
Break
11:00AM – 12:30PM
Key Indicator Survey Summaries
(Owners)
Please complete and send in your surveys as your entry to these
sessions. Key indicators will be created from your submittals. All
detailed financial information will be kept in confidence by ASGroup.
#1 – Industrial Focused Companies
Facilitated by Fran McGlynn
#2 – Professional Services Focused Companies
Facilitated by Scott Fiore
11:00AM – 12:30PM
Marketing Essentials
(Key Managers)
Facilitated by Brad Qua/Dave Simpson/Kim Dobrzynski
Sales & Marketing:
o What are the tools that might help your company with sales
leads and sales support?
o What are some of the best tools your company uses to support
the sales team such as brochures and or marketing campaigns?
o Are you ready for The Affordable Care Act – What are you
challenges expected in 2015 when your price increases? Is your
sales and marketing team prepared to educate customers?
12:30PM – 1:45PM
Vendor Partner Lunch
During lunch there will be Vendor Tables and brief stand-up overviews of
their products and services.
12:30PM – 4:30PM
Owners’ Afternoon Session - TBD
1:50PM – 4:30PM
A Marketing Tool Box For a Changing
Environment
Scott Cooper, Marketing Engine Group
Scott Cooper is a well-respected marketing organization based out of
Madison, Wisconsin. This session will prepare for tomorrow’s team event
called the “Apprentice Program” named after Donald Trump’s TV show.
You will learn to establish a plan to gain new business under the
Affordable Care Act and develop business from your existing customers.
This session will explore the eight questions that need to be addressed
and a “tool box” to answer the eight questions.
3:50PM – 4:05PM
Break
2
7:00PM
Networking Dinner - TBD
(Advanced Reservations Required)
Thursday – May 15, 2014
7:00AM – 7:45AM
Continental Breakfast – Mandatory for Hotel Spend
Vendor Tables to speak with our attending Affiliate Vendor Partners
About their products and services
7:55AM – 8:30AM
“The Apprentice Program”
Guidelines, Rules, Processes and Team Assignments for the
Apprentice Program
8:40AM – 4:30PM
Developing a Marketing Strategy & Tools to Use
for the Affordable Care Act - Key Managers
Team Organizers - Brad Qua, Reserves Network, Dave Simpson,
ARSN and Suzie Dircks, Jeanne Thorne
The end result is to develop Educational materials for our Sales and
Operations Staff for the ACA. This would include scripting for sales and
operations for communications with customers, as well as sales
handouts and strategies for dealing with customer objections to price
pass through.
Format – “The Apprentice”
A program based on the Donald Trump TV Show. This was introduced to
ASGroup back in 2003 by Mike Boelter, former ASGroup member from
QTI. The entire day will be invested in teams working together to create
marketing strategy, marketing plan, graphics, scripting, and marketing
documents for use internally and for sales by ASGroup Members.
Members can put their logo on the templates and use in their respective
markets.
8:40AM – 9:40AM
The Affordable Care Act- Legal & Insurance
Updates
Mike Gotzler, Esquire- QTI
Mick Rodgers, Axial Benefits
9:45AM – 10:30AM
The ASGroup Self Insurance Captive
Mick Rodgers, Axial Benefits
David Konrad, Roundstone
o Updates on the status of the ASGroup Health Insurance Captive will
st
be discussed. The captive is moving forward and the 1 group of
ASGroup members will start with their full-time employees in the
captive in July.
o Questions and answers session to prepare other ASGroup members
for inclusion for 2015.
10:30AM – 10:45AM
Break
3
10:45AM – 12:30PM
Self- Insured – “A Real Life Story & Experience”
An HR Vice President/Director of a recent self insured captive will discuss
their experience, what to look for, what is needed to be successful and
answer any questions.
12:30PM – 1:25PM
Lunch
1:30PM – 2:30PM
Communication – An Executive Training Session
on Public Speaking
Jennifer Wojan – Capture Consulting
2:35PM – 3:20PM
“HR Outsourcing” – The QTI Model and Its Value
to QTI
Presented by QTI Team
3:20PM – 3:35PM
Break
3:40PM – 4:30PM
“HR Consulting” – The QTI Model and Its Value
to QTI
Presented by the QTI Team
Dinner and Entertainment – Optional Spend
6:00PM
There is so much in Wisconsin to do. Please explore Wisconsin on your
own. This is a great opportunity to network with several ASGroup Members
and Vendor Partners.
Friday – May 16, 2014
Recruiting and Selling – What More Is There in Staffing?
7:30AM – 8:20AM
Continental Breakfast – Mandatory for Hotel Spend
8:30AM – 10:00AM
Executive Roundtable
(Owners)
Issue/Opportunity – TBD
8:30AM – 10:00AM
Apprentice Program
Final Preparation for Presentations
10:00AM – 10:15AM
Break
10:15AM – 11:45AM
Apprentice Presentations to Owners
11:45AM – 12:15PM
Take Home Value…The Overall Golden Nuggets
What will you bring home from this ASGroup meeting and most likely
implement?
4
CONCLUSION OF ASGROUP MEETINGS
Wisconsin
“We hope to have shared “Top Best Practices” and have given you take-home value.”
2014-2015 Meetings and Dates
November 5-7, 2014: Charleston, South Carolina @ Wild Dunes Resort
February, 2015: Scottsdale, Arizona – Owners Only
May, 2015: Portland, Oregon – Hosted by Boly:Welch
November, 2015: Atlanta, Georgia
5