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Capture the Magic 2024 Sessions

Opening Night Reception: Monday, June 17

Opening Night Reception: June 17, 6-8 p.m.

Summary
BTA member Advanced Office will host an opening night reception for dealers from 6 to 8 p.m. at its headquarters in Irvine, California. The evening will provide dealers with a unique opportunity to tour the dealership. Transportation will be provided.
Mark King

Keynote Address: Market Conditions Don’t Determine Growth … You Do!

Keynote Address: June 18, 8:30-9:45 a.m.

Summary
'Market Conditions Don’t Determine Growth … You Do!' presented by Mark King, former CEO of Taco Bell Corp. and TaylorMade, and former president of adidas North America. In this keynote address, King will cover these key ideas: Vision and strategy are meaningless without a fully engaged staff; setting goals and challenging people to drive the 'How'; creating an environment where people have a sense of belonging; creating energy and changing minds ultimately drives sustainable results; and changing the rules of the game. More details: Click here
Shawn Peterson

Revolutionizing Sales With Automation & AI

June 18 Breakout Sessions: June 18, 11 a.m.-Noon

Summary
'Revolutionizing Sales With Automation & AI,' presented by Shawn Peterson, CEO of Quantum Business Solutions. In this session, Peterson will explore the impact of sales automation and artificial intelligence (AI) on the sales landscape. Attendees will learn about the fundamentals of integrating cutting-edge technologies like HubSpot and ZoomInfo into their sales strategies to streamline operations, enhance lead generation and improve conversion rates. More details: Click here
West McDonald

GenAI Strategies to Reduce COGS & Supercharge Workflow Efficiency

June 18 Breakout Sessions: June 18, 11 a.m.-Noon

Summary
'GenAI Strategies to Reduce COGS & Supercharge Workflow Efficiency,' presented by West McDonald, founder of GoWest.ai. This breakout session is designed to empower business leaders with the tools to revolutionize their sales processes using generative AI (GenAI). Discover practical strategies to automate CRM updates and task management, saving significant time and money while enhancing the effectiveness of your sales teams. More details: Click here
Sally Brause

Elevating Your Business Results With the Entrepreneurial Operating System (EOS)

June 18 Breakout Sessions: June 18, 11 a.m.-Noon

Summary
'Elevating Your Business Results With the Entrepreneurial Operating System (EOS),' presented by Sally Brause, director of human resources consulting at GreatAmerica Financial Services Corp., and leader of the PathShare HR Services division. In this session, office technology leaders will receive an overview of the Entrepreneurial Operating System (EOS®) based on Gino Wickman's book, 'Traction: Get a Grip on Your Business.' Learn how to effectively plan and execute using the proven EOS process. More details: Click here
Todd Johnson

Benchmarking for Office Technology Dealerships in the Post-COVID Era

Main Stage Session 1: June 18, 2-2:55 p.m.

Summary
'Benchmarking for Office Technology Dealerships in the Post-COVID Era,' presented by Todd Johnson, partner at Strategic Business Associates (SBA). In this session, Johnson will address the areas that have been impacted the most by the COVID-19 pandemic and the key challenges going forward, based on data gathered by SBA from members of the Business Products Council Association (BPCA), Copier Dealers Association (CDA), PRO Dealer Group (PDG) and Select Dealer Group (SDG), representing more than $3 billion in total revenue. More details: Click here
Bob & Greg Goldberg

An Industry in Transition

Main Stage Session 2: June 18, 4-5 p.m.

Summary
'An Industry in Transition,' presented by Bob Goldberg, outgoing general counsel, and Greg Goldberg, incoming general counsel of the Business Technology Association. In this session, meet Incoming BTA General Counsel Greg Goldberg, who will soon assume the full BTA responsibilities of his father, Bob Goldberg. In this session, together they will explore the latest issues affecting dealers. Acquisitions, supplier alliances, cybersecurity, artificial intelligence, HR challenges and a host of additional current issues will be covered to better prepare you for the future. More details: Click here

Bob Goldberg Appreciation Reception: Tuesday, June 18

Goldberg Appreciation Reception: June 18, 7 p.m.

Summary
On June 30, 2024, Bob Goldberg will retire from his service as general counsel for the Business Technology Association (BTA). This special reception will allow dealers and vendors to pay tribute to Bob and thank him for his many years of loyal service to the office technology industry.
Robert Palmer

Evaluating Hardcopy OEM Partner Programs

Main Stage Session 3: June 19, 8:15-9 a.m.

Summary
'Evaluating Hardcopy OEM Partner Programs,' presented by Robert Palmer, research vice president of imaging, printing and document solutions at IDC. IDC recently completed a survey-based special study that asked office technology dealers to rate their OEM partners against IDC's assessment framework. IDC's 2024 US Dealer Channel Support Programs Assessment Index is built upon several relevant market metrics, such as financial, marketing, sales/support, office hardware, software/solutions, print services, transformation and operations criteria. This session will provide an overview of the results from this study. More details: Click here
Shawn Peterson & Katie Landaal

Optimizing Your Sales Machine

June 19 Breakout Sessions: June 19, 10-11 a.m.

Summary
'Optimizing Your Sales Machine,' presented by Shawn Peterson, CEO of Quantum Business Solutions, and Katie Landaal, senior vice president for global alliances and ecosystem at ZoomInfo. Following the foundation laid in Peterson's first breakout session, he and Landaal will delve deeper into the nuances of optimizing sales processes through advanced tech stack integration. This session will cover strategic approaches for integrating best-in-class technologies such as HubSpot and ZoomInfo to unlock the full potential of your sales machine. More details: Click here
West McDonald

Creating Your Own GPTs: No Coding Required

June 19 Breakout Sessions: June 19, 10-11 a.m.

Summary
'Creating Your Own GPTs: No Coding Required,' presented by West McDonald, founder of GoWest.ai. McDonald will be your guide through the practicalities of creating and implementing custom GPTs to streamline your business workflows. This hands-on executive session is designed for business leaders eager to harness the potential of AI in solving real-world challenges. More details: Click here
Sally Brause

Strategic Business Results: Office Technology Providers Talk EOS

June 19 Breakout Sessions: June 19, 10-11 a.m.

Summary
'Strategic Business Results: Office Technology Providers Talk EOS,' dealer panel moderated by Sally Brause, director of human resources consulting at GreatAmerica Financial Services Corp., and leader of the PathShare HR Services division. During this dealer panel, Brause will sit down with three office technology providers to understand their experiences with the Entrepreneurial Operating System (EOS®) based on Gino Wickman's book, 'Traction: Get a Grip on Your Business.' By the time you leave this session, you will understand the value of EOS and the results your peers have experienced by implementing the system. More details: Click here
Anne Valaitis

Intelligent Printing: How AI is Revolutionizing MPS

Main Stage Session 4: June 19, 11 a.m.-Noon

Summary
'Intelligent Printing: How AI is Revolutionizing MPS,' presented by Anne Valaitis, principal analyst at Keypoint Intelligence. The managed print services (MPS) industry faces numerous pressures, from digital transformation to cost constraints. Artificial intelligence (AI) presents a compelling opportunity to overcome challenges and ignite a new wave of efficiency. This session will spotlight real-world AI use cases for streamlining workflows, cutting costs and elevating print intelligence. More details: Click here
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