2012 LDW and EDLF
Hear why LDW is the place to be!
Read review of 2012 event in August PPB Magazine!
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HANDOUTS for LDW and EDLF Sessions
LDW approved for 9.91 CAE hours; 9 MAS points
Bonus session—1.5 CAE hours; 1.5 CAS points
Product Safety session—1.5 CAS points
Subject Matter Experts (SMEs): Persons with direct knowledge of what is done in the job and what knowledge, skills, abilities
and other characteristics are required to do the job. Includes those currently doing the job, recent incumbents and those
who supervise others doing the job.
Education — The Good, the Bad and the Scary (PowerPoint)
You’ve built the educational program; it’s truly magnificent. Now, how do you get your industry peers to attend the event? You’ve decided to come to the right session because there is no time like the present to develop strategies on overcoming all kinds of objections. Rachel will give you tips on how to sell the event, how to sell the value of the event, plus how to sell the value of showing up at the event. She will guide you and your association through the good, the bad and the scary with lots of practical advice and plenty of perspective.
SME: Rachel Robichaud — Rachel joined PPAI in March 2010 as manager of professional development. She is responsible for the development and delivery of educational content for all PPAI live educational offerings, as well as the educational program for Expo. Rachel has a background of 10+ years of experience building and delivering education programs.
Negotiating Contracts (PowerPoint)
We all have that funny feeling in the pit of our stomachs when negotiating contracts … attend this session and receive tips, discuss strategy and talk trends so you negotiate the best deal for your association. Do you ever wonder what clauses should be part of each contract? What clauses shouldn’t be part of the contract? What tactics should your association use to negotiate the best terms? This session is for you … whether you have just finished, or are in the midst of negotiating with a hotel, vendor, or convention center. Bonus—bring your contracts with you to review during the session.
Darel Cook — Darel is director of expositions and meetings for PPAI, a position he has held for more than 10 years. He has 25+ years of tradeshow experience, working on such diverse shows as military, apparel, leather goods, heavy road equipment and horses.
Tol Kincaid — Tol is the Show Manager for PPAI, overseeing logistics for The PPAI Expo, a position he has held since coming to PPAI in July 2005. Before joining PPAI, he worked on events serving the imprinted sportswear, luxury kitchen and bath, building and collision repair industries.
Tradeshow Strategies — Going for the Gold (PowerPoint)
The most watched TV program in the world every two years is the Olympics. As a tradeshow producer, we have our own Olympics each year and we want ours to be the most attended event of the year! In this session, I will be your coach and trainer on the hows, whats, wheres and whens of gold medal-winning events. As your coach, I expect you to participate fully by bringing your whats and whys (questions) to the session.
SME: Darel Cook — Darel is director of expositions and meetings for PPAI, a position he has held for more than 10 years. He has 25+ years of tradeshow experience, working on such diverse shows as military, apparel, leather goods, heavy road equipment and horses.
Business Practices You Need to Know (PowerPoint)
Being thoroughly and completely prepared before making decisions is a very important fiduciary responsibility as a volunteer leader. Join Bob in discussing the financial best practices you need to know to act in the best interests of your members and your association. He will discuss key drivers for success, things to watch for, cash flow and financial statements.
You’re the Treasurer, Now What? (PowerPoint)
The Treasurers’ role, as the financial voice of your Board, is an honor and a great responsibility. And keeping the Board aware of the association’s financial condition is critical to a sound operation. Whether you are the current Treasurer, incoming Treasurer, or someone interested in the topic, we promise an interactive discussion, led by Bob, on critical information regarding healthy finances, good reporting, fiscal compliance, as well as transparency. Note—the handout includes “A Treasurer’s Guide.”
AICPA Audit Committee Toolkit for Non-profits
IRS Pub 557—Tax Exempt Status for Organization
IRS Pub 598—Tax on Unrelated Business Income
Conflict of Interest
Non-profit Liability Exposures
Implications for Non-profits
Should Non-profits Comply
Three-year Audit RFP
SME: Bob McLean, CPA, MBA — Bob joined PPAI in June 2008 as chief financial officer and was recently promoted to executive vice president. In addition to his CFO role, Bob is responsible for the association’s business development, tradeshows, professional development, publications and membership sales departments. His goal is to fully integrate the way the association goes to market by taking the advice that is communicated to PPAI’s members—approach each sale in a consultative manner by first
understanding the needs and wants of the member.
The Five Pillars of Good Governance
What if we turned the Board’s role upside down and looked at it from another angle? In the nonprofit world, there are at least five different Board models—Barry will be providing you with an overview of a policy-driven model created by John Carver. Find out how just five governance principles can help with a Board’s focus, management, leadership, oversight and accountability when serving members’ interests.
Is There a Better Way to Organize My Board?
Most Boards begin as working Boards and as they mature, many make the leap to become a policy-driven Board. Why? To provide a higher level of value to its members. In this session, dig deeper into the strengths and limitations of two governance models: a working Board and a policy-driven Board. Then, decide what makes the most sense for your association.
Supercharge Your Committees
Do your committees carry out most of the work of your association? When committees work well, everyone succeeds. But when committees are not organized, or are not given the direction they need, the association and its members suffer. In this session, Barry will lead the group in an exploration of different models that Boards can use to organize their committee work. In addition, you will receive several tools that all committees can use to delegate more effectively.
SME: Barry Diamond — As a governance consultant (and the only full-time, trained Policy Governance consultant in the Dallas area), Barry helps organizational leaders understand the respective roles of Board and management and develops effective governance practices for nonprofits, nongovernmental organizations (NGOs), municipal governments and any organization with a governing Board. The California native earned his bachelor’s in psychology, has a master’s degree and is an ordained rabbi.
The Power of Teams — Creative Leadership
A team (Board) is a collection of people bringing different strengths, perceptions, talents and generations together for a common good. Find out what strengths you bring to the team and gain insight into what others contribute and why. Enter this session with an open mind and be willing to engage in challenging exercises and thoughtful discussion.
Eric Ekstrand, MAS+ — Eric is currently the Mid-Atlantic Regional Vice President for HALO Branded Solutions. Eric has been in the promotional products industry for 28 years and is an active industry volunteer. He has served on the Board of the Ohio Promotional Professionals Association (OPPA) and has held many national volunteer positions including serving on the Boards of PPEF and PPAI. Currently Eric is the Immediate Past Chair of PPAI.
Roni Wright, MAS — Roni, Vice President of supplier The Book Company, based in Delray Beach, Florida, has been in the promotional products industry for over 20 years. She is Past President of PPAFlorida, held the position of RAC Secretary and is currently serving on LAC. She is thrilled to have added to her accomplishments the privilege of serving on the PPAI Board of Directors, class of 2011. A believer that education is empowering, Roni has been a facilitator since 1989, a Board member and Chair of PPEF and a past member of the MAS/CAS Certification Committee. She is particularly proud of receiving PPAI’s Distinguished Service Award in 2007.
That Thing You Do — Incoming Presidents & EDs (PowerPoint)
An important indicator of the success in an association is the strength of the relationship between the President and Executive Director. The relationship is so important that it can set a course for collision and failure, or one for collaboration and success. Are there ways to ensure a productive relationship? Are there signs showing success, or trouble? Yes! Simply put, begin your year with clear roles, responsibilities, expectations and goals. But don’t stop there … add nurturing the relationship and honest evaluations. Join David and Barry in an interactive session focused on practical ideas both of you can implement.
Barry Diamond — As a governance consultant (and the only full-time, trained Policy Governance consultant in the Dallas area), Barry helps organizational leaders understand the respective roles of Board and management and develops effective governance practices for nonprofits, nongovernmental organizations (NGOs), municipal governments and any organization with a governing Board. The California native earned his bachelor’s in psychology, has a master’s degree and is an ordained rabbi.
David Cegelski — David has spent the last 28 years helping businesses and organizations shape their future; much of his work has been on developing teams, managers and processes that align with an organization’s mission. His breadth of experience enables him to work to improve a range of companies, organizations and individuals. David is a member of the American Society for Training and Development. He has an M.Ed. in Human Resource Development and a B.S. in Organizational Communication, both from The University of Texas at Austin.
Be a LEAD-er on the Hill and at Home
Advocacy is really not that intimidating … in fact, it can be quite fun with the right information and tools! With Anne’s advice and George’s experience, you have a winning combination. You will leave the session with practical step-by-step directions to organize a visit to your state capitol, to arrange meetings with your members of Congress when they are back in the district and even how to set up factory visits.
Additional Handout—Advocacy Made Easy
George Jackson, MAS — George has been in the promotional products industry for 15+ years and owns the distributorship George Jackson Promotions Inc. He is active in the Three Rivers Advertising Specialty Association (TRASA) where he moved “up the chairs” through the offices to President and RAC Delegate. George is also involved in his community through the Boy Scouts of America, PIAA (soccer), Mt. Lebanon Baseball Association and Rotary.
Anne Lardner-Stone — Anne is the director, public affairs for PPAI. During 2008, her role changed to focus exclusively on government relations. She now works closely with PPAI’s Washington lobbyists tracking issues on the federal and state level and then communicating these issues to promotional products professionals. Anne brings her background in public relations and communications to driving member advocacy and communicating product safety issues. She currently serves as staff liaison to both the Government Relations Action Council and the Product Responsibility Action Council.
Product Safety Compliance — A Resource for Your Membership (PowerPoint)
How can you as a regional leader and your members possibly keep up with all the product safety regulations? Let Anne walk you through compliance challenges, supplier and distributor responsibilities, plus how you and your association can be a resource to your members. Anne promises you don’t need a decoder ring; you just need to know where to go to get quick and accurate updates on these and other emerging challenges. And, while you’re at it, earn credit for the new required MAS/CAS product safety course.
SME: Anne Lardner-Stone — Anne is the director, public affairs for PPAI. During 2008, her role changed to focus exclusively on government relations. She now works closely with PPAI’s Washington lobbyists tracking issues on the federal and state level and then communicating these issues to promotional products professionals. Anne brings her background in public relations and communications to driving member advocacy and communicating product safety issues. She currently serves as staff liaison to both the Government Relations Action Council and the Product Responsibility Action Council.
Member Recognition = Member Engagement
Member engagement is one HOT topic in associations and at the same time, it is tough to define, hazy to explain and somewhat nebulous in concept. So what does it really mean and how can you and your association achieve it? One of the simplest ways—recognition! In Carol and Pete’s session, you will discover ways to grow member engagement with recognition and take one more step in delivering relevant value to your members.
Carol Gauger — Carol is the new Director of Member Engagement and Regional Relations and a 15-year industry professional who re-joined PPAI in 2010 as the Manager of Awards & Recognition. Prior to 2010, Carol worked for Dart Business Accessories and Senator Promotional Group USA, held the position of PPAI Membership Sales Manager and also worked for two distributor members. Carol’s responsibilities include the volunteer experience, member loyalty and awards/recognition programs as part of PPAI’s member engagement initiatives and oversight for Regional Relations.
Pete Gleason, MAS — A 24-year industry veteran, Pete is currently the Regional Business Development Manager for Bag Makers, Inc. His industry experience includes 14 years as a distributor/owner and 10 years on the supplier side of the industry. He is a former Board member and Past President of the New England Promotional Products Association (NEPPA), Past Chair of the PPAI Distributors Committee and Past Chair of the former CAS/MAS Alumni Association. Pete currently serves as Action Group Leader for the PPAI Awards Action Group. This is his second term on the Awards Committee.
Membership — Panel Discussion — No Handout
Membership Features vs. Benefits (PowerPoint)
Want to sell more memberships? Then find out what is important to your members. Are you giving them features, or benefits? Smart communications with your membership is about knowing, understanding and talking about how your association will benefit them and their professional life. Attend Marcia’s session and find out how to simply your association’s products and services, in order to amplify your success at recruitment and retention.
S-E-L-L Memberships! — No Handout; PowerPoint
SME: Marcia Bohannon — Marcia Bohannon recently celebrated her fourth anniversary with PPAI as senior manager, member relations. In this short time, her team has delivered four years of fun-filled, action-packed, goal-plus performance, as well as last year saw PPAI membership grow by 30%. She has more than 30 years’ financial and operational experience in small-entrepreneurial and large-corporate environments and privately-owned and publicly-held companies as well as startup and established businesses. Marcia is also a member of The Virginia Bar.
To Be, or Not to Be … Scholarship Programs (PowerPoint)
A first-time topic for LDW, this session will cover the essentials of college and professional development scholarship programs. Sara will cover best practices in the application process, judging, record retention, as well as how to put the FUN in fundraising. In addition, the session will deliver relevant information for those considering, starting, or running a scholarship program. Visit with Sara as she shares her experience, lessons learned and guiding principles … with plenty of time for answering questions you’ve always wanted to ask about sponsorship programs.
SME: Sara Besly — Sara is foundation manager for the Promotional Products Education Foundation (PPEF), a position she has held since December 2004. She works closely with PPEF’s 18-member Board of Trustees and oversees the scholarship program and fundraising efforts for PPEF. Sara has 15+ years’ of nonprofit management and fundraising experience and is a member of the Association of Fundraising Professionals.
Something to Talk About – Integrating PR & SoLoMo
This thought-provoking forum will guide promotional products leaders through the maze of public relations and how to integrate SOcial, LOcal and MObile strategies to deliver results that engage with your street-smart, ever-moving and mobile member. All spheres of integrated communications converge at this 1½-hour-long, “how-to” session with your participation and questions.
SME: Kim R. Todora — As PPAI Manager of Public Relations, Kim is responsible for the direction of comprehensive public relations including PR strategies and implementation, media relations, website press room, buyer-targeted initiatives and tradeshows, ADvocate program development, PR action group liaison and PPAI social media execution. Before joining PPAI, Kim owned a marketing communications agency and is a creative marketing strategist with 30 years’ experience in the public relations and advertising agency, corporate communications, cause marketing and retail promotion business sectors.
Tech-NO, or Tech-KNOW — No Handout
Technology — Panel Discussion — No Handout
Volunteer Opportunities — XS to 2XL
Desperately seeking volunteers? Attend this session to see how Lori, as a NWPMA regional leader, tackled this challenge. If you attended the 2012 RAC Delegate Assembly, you received a sneak peek at how NWPMA changed their volunteer strategy from “warm body” recruitment to volunteers identifying their commitment with tasks sized to what they can manage. The numbers of volunteers NWPMA recruited will have you super-sized with excitement and inspiration.
Additional Handout: NWPMA Member Survey
SME: Lori Dollar, CAS — Lori has been in the promotional products industry for 15 years and is a branding executive for Accent Marketing Group, a distributor company in Wilsonville, Oregon. She has been active with the Northwest Promotional Marketing Association (NWPMA) Board for six years and served as President in 2009–2010. She attended LEAD in 2012, has served as the RAC Delegate since 2010 and is a member of the Showcase and Legislative Committees.
Grow Your Association Membership as an Educational Consultant (PowerPoint presentation) by John Campbell, PPAI Manager of Certification and Instructional Technology
Template—Regional Association Confidential Info Worksheet (use to track info that a new ED would need)
Approved for 5 CAE hours; 6 MAS points