Registration: Topaz Registration/Breakfast/Sponsor ... · NetSuite Introduction - Overview for...

Time Room

8:00-8:30amRegistration: Topaz

Breakfast/Showcase:

Sapphire/Ruby/Crystal

8:30-9:15am Sapphire/Ruby/Crystal

9:15-10:15am Sapphire/Ruby/Crystal

10:15-10:30am

GP NAV CRM NS

Sapphire/Ruby/Crystal Coral Gold Copper

11:30-1:00pm Onyx/Opal/Garnet

8:30am-4:00pm Onyx/Opal/Garnet

Time Session Presenter Room GP SL NAV CRM NS IT EXEC

BI360 Reporting, Dashboards, and Budgeting Sapphire/Ruby/Crystal X X X X X X

NAV Cost Control Enhancements Coral X

NetSuite Session - Omnichannel, The Power One Solution for CRM, ERP, POS and eCommerce Copper/Granite X X

Online Procurement, Expenses, and Time Entry Jade X X

GP Payroll Tips & Tricks including ACA solutions Silver/Bronze X

The Modern Workplace, How Business & IT are Changing (Office 365 & EMS) - Red Level Networks Pearl X

CRM - Ask the Experts Gold X

2:00-2:15pm Break

GP Reporting: How Do I Choose The Right Tool? Management Reporter, SmartLists, SSRS, Business Analyzer, & Excel Sapphire/Ruby/Crystal X

NAV Reporting - come out, come out, wherever you are Coral X

NetSuite Tips & Tricks Copper/Granite X

SL Tips and Tricks Jade X

Client Showcase - Improving Operations with Custom Apps Designed & Built by The TM Group Development Team Silver/Bronze X X X X X

Benefits of Dynamics in the Cloud - Red Level Networks Pearl X X

Extending CRM Gold X

3:15-4:00pm Meet 'N Greet, Sponsor Giveaways & Afternoon Snack - Banquet Hall - Onyx/Opal/Garnet

GP Tips & Tricks Sapphire/Ruby/Crystal X

NAV Tips & Tricks Coral X

NetSuite Introduction - Overview for Prospective NetSuite Customers Copper/Granite X X

Paperless Office - Client Showcase Jade X X X X X X

GP 2015 - Why Should I Upgrade Silver/Bronze X

Microsoft Office Tips & Tricks for Power Users - Red Level Networks Pearl X

CRM Tips & Tricks - Becoming a CRM Power User Gold X

Vision 2016 Agenda | May 17th, 2016

1:00-2:00pm

2:15-3:15pm

4:00-5:00pm

SL

Jade10:30-11:30am Future Directions Sessions

Lunch

Session/Presenter

Registration/Breakfast/Sponsor Showcase

Welcome, Judy Thomas, President, The TM Group with Client Awards

Sponsor Hall Open

Tech Team Tables

Keynote - TBD

Break

Time Room

8:00-8:30am

8:30-9:00am Onyx/Opal/Garnet

9:00-10:00am Onyx/Opal/Garnet

10:00-10:15am

GP

Onyx/Opal/Garnet

11:45-1:00pm Sapphire/Ruby/Crystal

8:30am-5:00pm Sapphire/Ruby/Crystal

Time Session Presenter Room GP SL CRM IT EXEC

Document Management and Workflow Altec/KwikTag/Metaviewer/PaperSave Onyx/Opal/Garnet X X X X X

Online Procurement, Expenses, & Sales Tax Automation ReQlogic/Avalara Gold - 85 X X X X X

Upgrade Considerations including Hosting, Azure, and Web Deployment TMG Pearl - 50 X X X

Analyzing Your CRM Data TMG Bronze/Silver - 80 X X

Who is The TM Group? The TM Group Jade - 40 X X X X X

1:45-2:00pm Break

Reporting: SmartLists, SmartList Builder, Excel Reports, SRS, BA TMG/eOne Onyx/Opal/Garnet X X

Budgets, Forecasting, Dashboards & FRx Replacement TMG/Solver Gold - 85 X X X

Payroll, HR, ACA, Self Service, Benefits Portal Greenshades/Integrity Data Jade - 40 X X

Going Mobile: Mobility and Portals TMG/CRM Vertex Bronze/Silver - 80 X X X

Office 365 Red Level Networks Pearl - 50 X X X X X

2:45-3:00pm Break

Tips & Tricks Including Ask The Consultants TMG Onyx/Opal/Garnet X X

Helpful Tools for Dynamics GP & Microsoft CustomerSource & Licensing Processes TMG Coral - 40 X

Client Showcase: Customization, Personalization and Integration Success Stories TMG Dev Copper - 40 X X X

Tips & Tricks Including Quick Query, Upgrading to SL 2015 & Ask The Consultants TMG/Plumbline Jade - 40 X X

CRM Tips & Tricks TMG Bronze/Silver - 80 X X X

Network & Data Security Red Level Networks Pearl - 50 X X

Executive Reporting: Business Analyzer & BI360 Dashboards & Collaboration Solver Gold - 85 X X X X X

3:45-4:30pm

3:00-3:45pm

Future Directions Sessions

Client Award Presentation

Sponsor Giveaways - Banquet Hall - Onyx/Opal/Garnet

2:00-2:45pm

10:15-11:30am

1:00-1:45pm

Lunch

SL

Jade - 40

CRM

Gold - 85

Vision 2015 Agenda | May 12, 2015

Break

Sponsor Hall Open

Tech Team Tables

Keynote - Errol Schoenfish

Welcome, Judy Thomas, President, The TM Group

Registration/Breakfast/Sponsor Showcase

Session/PresenterRegistration: Topaz

Breakfast/Showcase:

Vision Training Day

Staff Assignments

12-1:00

PaperSave Greenshades Rockton K-eComm Liaison Avalara Integrity SalesPad Mekorma Altec RedTail

Lunch

EMERALD

Njevity

TMGiCLOUD Scribe Appolis ReQlogic Nolan Rep Cen Solver

ASI/

MC2 eOne

CRM

Vertex

Kwik

Tag

My

Staffing

Pro Panatrack Click

Blue

Moon

Red

Level Metaview

Jade Pearl Coral Jade Pearl Coral Amethyst Jade Pearl Coral Amethyst EMERALD Jade Pearl Coral Amethyst Jade Pearl Coral Amethyst Jade Pearl Coral Amethyst Jade Pearl Coral Amethyst

CARMEN TUZZZOLINO PM X X X X X X X 7

CHRIS MAST EM X X X X X X X 7

DAVID STOCK EM X X X X X X X 7

JEFF PFERSHY PM X X X X X X X 7

KEVIN ALEXANDER PM X X X X 4

KEN JACOBSEN SALES 0

PERRY KOUNTOURIOTIS SERVICES 0

JENEL KUKLA CRM X X X X 4

KAYLA FRICKS CRM X X X X 4

KELLY ROSE CRM X X X X 4

MIKE THOMAS CRM X X X X 4

BILL VASSAS DEV X X X X 4

DOROTHY CHABOT DEV X X X X 4

JASON NOWAK DEV X X X X 4

MARCEL CHABOT DEV X X X X 4

RANDY WALTER DEV X X X X 4

BOB JUNO SALES X X X X X X X 7

CHRISTOPHER TEPPER SALES X X X X X X X 7

DAVE UNRUH SALES X X X X X X X 7

JON KOZELL SALES X X X X X X X 7

MARK HOEKSTRA SALES X X X X X X X 7

BRIAN LEALE SL X X X X X X X 7

DOUG VANDEWARKER SL X X X X X X X 7

KIKI HALL SL/BI360 X X X X X X X 7

CASIE KMIECIK GP X X X X X X X 7

DONIELLE WINSLOW GP X X X X X X X 7

DOUG SCHEEL GP X X X X X X X 7

HOWARD BLITSTEIN GP/NAV X X X X X X X 7

JACKIE JAMES GP X X X X X X X 7

JEFF GARD GP X X X X X X X 7

JOEL PETERSON GP/BI360 X X X X X X X 7

MAUREEN ALLEN GP X X X X X X X 7

ROGER THAYER GP X X X X X X X 7

TOM BLAZEK GP X X X X X X X 7

VICKY CARTRETTE GP/BI360 X X X X X X X 7

CRAIG SMITH SYS X X X X X X X 7

STEVE SHAW SYS X X X X X X X 7

TOM KELLER SYS X X X X X X X 7

SANDY MOSHER GP 0

MEG LONG NS X X X X 4

RAHSMI SINGH NS X X X X 441

9 9 8 0 6 7 7 6 8 4 9 5 17 5 9 7 6 17 6 9 11 15 5 7 7 10 9 12

Including the speaker 10 11 9 2 7 8 11 7 9 5 10 6 70 19 6 10 8 7 19 7 10 12 16 6 8 8 11 10 13

JUDY

SCOTT

MARK T

KIM

ALLIE

3:00-3:45 4:00-4:45

Training Day Assignments

9:00 - 9:45 10:00-10:45 11:00-11:45 1:00-1:45 2:00-2:45

Vision Training Day

Staff Assignments

MEGHAN

Vision 2015 Session Assignments

PR=Presenter; H, Host=Organizes handouts, answers guest questions, gathers surveys, verifies refreshments, etc.; I = Sponsor Introduction; G = Special Guest

TM=Team Tables

Greeting Guests: MD=Main Door (West); CD=Center Door; HD=Hotel Door

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Hosts/Presenters DoneHosts/Presenters DoneHosts/Presenters DoneHosts/Presenters DoneTIME 8:30 9-10

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ALLIE KELLER X X X X X X X X

DOUG SCHEEL X X X X X X X X

KIM KELLER X X X X PR

MEGHAN NAIF X X X X X X X X

JUDY THOMAS X X X X H

CARMEN TUZZOLINO X X X H H 2

JEFF PFERSHY X X X H X PR 3

KEVIN ALEXANDER X X X PR PR 2

KEN JACOBSEN X X X X PR H 2

PERRY KOUNTOURIOTIS X X X H H 2

CHRIS MAST X X X X X PR X 4

DAVID STOCK X X X X H H X 4

BOB JUNO SALES HD X X X X X H 4

CHRISTOPHER TEPPER SALES X X X X H H X 4

DAVE UNRUH SALES CD X X H X H X 4

JON KOZELL SALES X X X H H H H 4

MARK HOEKSTRA SALES X X X X X X X 4

JENEL KUKLA CRM X X X X PR X PR 4

KAYLA FRICKS CRM X X X X TM X PR 4

KELLY ROSE CRM X X X X PR PR TM 4

3:00 to 3:4510:15am to 11:30 1:00 to 1:45 2:00 to 2:45



TM=Team Tables


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MIKE THOMAS CRM MD X X X X TM X 4

BILL VASSAS DEV X X X X X X PR 4

DOROTHY CHABOT DEV X X X X X TM PR 4

JASON NOWAK DEV X X X X X X PR 4

MARCEL CHABOT DEV X X X X TM X PR 4

RANDY WALTER DEV MD X X X X X PR 4

BRIAN LEALE SL HD X X X X TM PR 4

DOUG V SL X X X X X X H 4

KIKI HALL SL/BI360 X X X X TM X PR 4

CASIE KMIECIK GP/NAV X X X X TM X X 4

DONIELLE WINSLOW GP X X X X X X TM 4

HOWARD BLITSTEIN GP/NAV CD X X X X X TM X 4

JACKIE JAMES GP X X X X X X X 4

JEFF GARD GP X X X X X X X 4

JOEL PETERSON GP/BI360 X X X X X G H 4

MAUREEN ALLEN GP X X X X X PR X 4

ROGER THAYER GP X X X X X X X 4

TOM BLAZEK GP X X X X X X X 4

VICKY CARTRETTE GP/BI360 X X X X X PR X 4



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3:00 to 3:4510:15am to 11:30 1:00 to 1:45 2:00 to 2:45

MEG LONG NS X X X X X X X 4

RAHSMI SINGH NS X X X X X X X 4

CRAIG SMITH SYS-GP/SL/BI360 X X X X PR TM PR 4

STEVE SHAW SYS X X X X TM X X 4

TOM KELLER SYS-GP/BI360 X X X X PR X TM 4

MARK THOMAS X X X 0

SCOTT THOMAS X X X

46 19 5 12 3 0 0 12 7 3 6 6 2 5 0 8 13 3 8 1 1 5 0 8 2 10 4 4 3 6 2 3 0

X PR PR 1

X PR PR 1

X X H PR 2

X X X PR PR 2

X X X I I 2

X X X PR I I 3

X X X I I 2

X X X PR I 2

X X X I I 2

X X X G I 2

X X X I PR I 3

X X X G I I 3

AdvTrex

Altec

Appolis

Avalara

Blue Moon Industries

Click Dimensions

CRM Vertex

eOne

Errol Schoenfish

Chad Sogge

Craig Hogan

Plumbline

SPONSOR



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3:00 to 3:4510:15am to 11:30 1:00 to 1:45 2:00 to 2:45

X X X I PR 2

X X X I PR 2

X X X I I 2

X X X PR I 2

X X X I I 2

X X X I I 2

X X X PR I 2

X X X I I 2

X X X PR 1

X X X I I 2

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X X X G PR PR 3

TOTAL SPONSORS IN ROOMS 2 1 0 0 0 0 0 7 5 4 3 3 0 0 0 4 4 5 3 1 0 0 0 4 5 4 7 3 1 1 0 0 0 67

PRESENTERS/GUESTS IN ROOM 4 2 1 0 1 1 1 2 1 1 0 1 0 2 0 1 1 19

Scribe

Solver USA

Red Level Networks

Redtail EDI Solutions

Reporting Central

ReQlogic

Rockton

SalesPad

MyStaffingPro

Njevity

Nolan Computers

Panatrack

PaperSave

Plumbline

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Metafile

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Greenshades

Integrity Data

k-eCommerce



TM=Team Tables


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3:00 to 3:4510:15am to 11:30 1:00 to 1:45 2:00 to 2:45

NET SPONSOR INTRODUCTIONS 3 3 3 3 2 0 0 0 3 3 3 2 0 0 0 0 4 4 4 5 3 0 0 0 0 0 45

TOTAL ADDITIONAL PEOPLE IN ROOM 19 12 7 9 9 2 5 0 12 17 8 11 2 1 5 0 12 7 14 11 7 4 7 2 3 0

Sponsor Logistics and Assignments

as of 5-4-15

Sponsor Representative Email Notes PPT Hotel Sunday Monday Tuesday 9am 10am 11am Lunch 1pm 2pm 3pm 4pm

Accountable/MC Lisa Frank [email protected] x HYATT Place 8:00pm Coral

AdvTrex Miguel Lozano [email protected] x HYATT Place 4:30pm 6:30pm

Altec Laura Lechien [email protected] x HYATT Place 3:15pm 14-May Coral

Appolis Steve Dwyer [email protected] x HYATT Place 9am 7:40am Pearl

Avalara Kelleigh Tegels Nelson; Pat Falle; Ryan Somrak; Laura Ornoski x HYATT Place Sunday night Coral

Blue Moon Industries Andrea Smiley [email protected] x HYATT Place 1pm 5/13 Evening Pearl

Click Dimensions Erin Everts [email protected] x HYATT Place 2:30pm 14-May Jade

CRM Vertex Matt Bitzegaio [email protected] x HYATT Place 11am Jade

eOne Martin Olsen [email protected] x HYATT Place 11:30am Emerald

Greenshades Molly Van Kampen; Harry Hartman [email protected];[email protected] HYATT Place 6:18am 5/13 Driving to TorontoPearl

Integrity Data Keith Schmidt [email protected] x MARRIOTT Driving in Driving out Emerald

k-eCommerce Rob Cook [email protected] x HYATT Place Local Local Jade

KwikTag/ImageTag, Inc. Sean Fitzgerald [email protected] x MARRIOTT 10pm 6:30pm Pearl

Liaison Tom Nielson [email protected] x HYATT Place 5:15am 8:30am Pearl

Mekorma Ora Goldman [email protected] x HYATT Place Evening Evening Pearl

Metafile Jon Sprau [email protected] x MARRIOTT Driving in Driving out Emerald

Microsoft Craig Hogan [email protected] HILTON GARDEN INN 12:59 PM 13-May

Microsoft Errol Schoenfish HYATT Place 1:30pm 3pm

Microsoft Chad Sogge HYATT Place SATURDAY 5pm

MyStaffingPro Mike Mills; Jeff Stacer [email protected] x HYATT Place Coral

Njevity Emily Roen; Chris Dobkins [email protected];[email protected] Shirts x HYATT Place 9:03pm 5/13 12:20pm Emerald

Nolan Computers Kim Haythornthwaite [email protected] x HYATT Place Sometime Sunday Emerald

Panatrack Pam Burnham [email protected] x HYATT Place Driving in Driving out Emerald

PaperSave Craig Randall [email protected] x HYATT Place Sometime Sunday Jade

Plumbline Kim Bateson [email protected] x

Red Level Networks David King [email protected] x HYATT Place Local Local Coral

Redtail EDI Solutions Chris Brunelli [email protected] x HYATT Place Sometime Sunday Emerald

Reporting Central Gianmarco Salzano [email protected] x HYATT Place 10:30am 5/12 5:51pm Jade

ReQlogic George Pavel [email protected] x HYATT Place Driving in Driving out Coral

Rockton Alicia Weigel [email protected] x HYATT Place 8:30pm 5/13 7:35am Coral

SalesPad Lindsay Woodard [email protected] x HYATT Place Sunday night Driving Driving out Jade

Scribe Nicole Tilton; Nate Keefe [email protected]; [email protected] HYATT Place 9:18am 5/13 9:54am Jade

Solver USA Tracy Rich; Nils Rassmussen [email protected];[email protected] x HYATT Place Sometime Sunday Pearl

Binary Stream Not coming x

FastPath Not coming x

Professional Advantage Not Coming x

mailto:[email protected]







mailto:[email protected];[email protected]














mailto:[email protected];


THE TM GROUP EMPLOYEE DIRECTORY

TOLL FREE: 888.482.2864/SUPPORT: 888.482.2885

FH: PHONE: 248.489.0707/FAX: 248.489.9413

GRAND RAPIDS: PHONE: 616.774.9111/FAX: 616.774.9151

1514 Wealthy SE Ste.246

Grand Rapids, MI 49506

FIRST NAME LAST NAME Hotel Sun Mon

BRIAN LEALE Y

CHRIS MAST Y

CHRISTOPHER TEPPER Y X X

CRAIG SMITH Y

DOTTIE CHABOT Y X X

JACKIE JAMES Y

JENEL KUKLA Y X X

JOEL PETERSON Y

JUDY THOMAS Y X X

KIM KELLER Y X X

MARCEL CHABOT Y X X

MARK HOEKSTRA Y X X

SANDY MOSHER Y X X

ALLIE KELLER N

BILL VASSAS N

BOB JUNO N

CARMEN TUZZOLINO N

CASIE KMIECIK N

DAVE UNRUH N

DAVID STOCK N

DONIELLE WINSLOW N

DOUG SCHEEL N

DOUG VANDEWARKER N

HOWARD BLITSTEIN N

JASON NOWAK N

JEFF PFERSHY N

JEFF GARD N

JON KOZELL N

KAYLA FRICKS N

KELLY ROSE N

KEN JACOBSEN N

KEVIN ALEXANDER N

KIKI HALL N

MARK THOMAS N

MAUREEN ALLEN N

MEG LONG N

MEGHAN NAIF N

MICHAEL THOMAS N

PERRY KOUNTOURIOTIS N

RANDY WALTER N

ROGER THAYER N

SCOTT THOMAS N

STEVE SHAW N

TOM BLAZEK N

TOM KELLER N

VICKY CARTRETTE N

3/7/2016 CONFIDENTIAL

Vision Client Awards

Award 2016 2015

Vision Quicken (BI/GP) Shively

The Overall Vision Award encompasses all of the qualities in the Sponsorship and

Innovation Award, and is presented for overall excellence in all areas of promoting the

TM Group’s products and services. In addition, they ask for assistance when needed,

refer business to us, work on the same page, and have been a terrific client throughout

the implementation process.

Collaboration

Snowmass (BI/CRM/GP) &

Dropsa (CRM/NAV)

Convention &

Show

The Collaboration Award recognizes clients who share their organization’s vision and

overall future direction planning efforts with The TM Group and Microsoft and enables us

to proactively plan future projects both for timing and applicability to their goals. The

award embraces both the technology and consulting services offered by The TM Group,

and enables us to truly become a member of their extended family.

Innovation & Tech Inspired Concepts (GP) MMROThe Innovation Award recognizes customers whose innovative use of technology within

their business management system delivers measurable benefits to their organization.

We judge candidates on creativity, vision, and the overall results and benefits of their

implementation

Sponsorship Synthetic Biologics (GP) Community Health

Center of Central

Missouri

The Sponsorship Award is presented to clients have demonstrated a strong commitment

to their Microsoft Dynamics GP or SL solution and the TM Group. These clients not only

spread the word about Dynamics business management solutions to TM Group clients

and prospects, but also are a source of continuous feedback on Microsoft solutions and

services.

The Sponsorship Award is presented to clients have demonstrated a strong commitment

to their Microsoft Dynamics GP or SL solution and the TM Group. These clients not only

spread the word about Dynamics business management solutions to TM Group clients

and prospects, but also are a source of continuous feedback on Microsoft solutions and

services.

VISION 2015 ATTENDEES

First Last Company

# Years on

Dynamics Type

Steve Manasco Access Point 7 CLIENT

Alicia Woods Acro Service Corporation <1 CLIENT

Bill Rowland Acro Service Corporation <1 CLIENT

Sanjeev Majalikar Acro Service Corporation <1 CLIENT

Vijay Rao Acro Service Corporation <1 CLIENT

Erin Dress Adrian Dominican Sisters 7 CLIENT

Karen Springer Adrian Dominican Sisters 7 CLIENT

Karen Beyer Adrian Dominican Sisters 7 CLIENT

Marilyn Lenhart Adrian Dominican Sisters 7 CLIENT

Michelle Sauve Agility Health, LLC 15 CLIENT

Jim Baumgart Alliance Interiors 5 CLIENT

Sandy Mosher Alpha-Pure Corporation 5 CLIENT

Evonne Yuhn Alumalight LLC 2 CLIENT

Donna Halstead American Concrete Institute 13 CLIENT

Kate Feick American Concrete Institute 13 CLIENT

Lisa Woods American Concrete Institute 13 CLIENT

Stacey Clement American Concrete Institute 13 CLIENT

Amy Good Ashcom Technologies, Inc. 2 CLIENT

Timothy Good Ashcom Technologies, Inc. 2 CLIENT

Anne Lantto Automotive Industry Action Group 13 CLIENT

Lorraine Goodrich Automotive Industry Action Group 13 CLIENT

Matt Mizerik Automotive Industry Action Group 13 CLIENT

Jodi Adelberg Bavarian Inn Lodge 13 CLIENT

Troy Dengel Bavarian Inn Lodge 13 CLIENT

Kathleen Nickles Bavarian Inn Restaurant 13 CLIENT

Laurene Sabo Bavarian Inn Restaurant 13 CLIENT

Lora Milnes Bavarian Inn Restaurant 13 CLIENT

Deborah St Amand Behavioral Health Professionals, Inc. 3 CLIENT

Gary Mishark Behavioral Health Professionals, Inc. 3 CLIENT

Barb Hunt Bethany Christian Services 18 CLIENT

Marjie Dood Bethany Christian Services 18 CLIENT

Robert Van Putten Bethany Christian Services 18 CLIENT

Lisa Kreza Billhighway 1 CLIENT

Warren Ross Billhighway 1 CLIENT

Sandra Galloway Brighton NC Machine Corporation <1 CLIENT

Tim Foliano Brighton NC Machine Corporation <1 CLIENT

Bob Albus Century Plastics, Inc. <1 CLIENT

Mike Schuplin Chase Plastic Services, Inc. 14 CLIENT

Toby Barnett CHCCMO 6 CLIENT

Carol Wheeler Code Blue Corp 11 CLIENT

David Salas Code Blue Corp 11 CLIENT

Floyd Wheeler Code Blue Corp 11 CLIENT

Deborah Aguilera Convention & Show Services 16 CLIENT

Joan Marchenia Convention & Show Services 16 CLIENT

Anna Griebel Covenant Community Care 3 CLIENT

Eric Culp Dean Transportation, Inc. 12 CLIENT

Dikran Callan Detroit Renewable Energy 5 CLIENT

Thomas Joseph Detroit Salt Company, L.C. <1 CLIENT


First Last Company

# Years on

Dynamics Type

Alan Gibbs Diplomat Pharmacy 5 CLIENT

Joe Days Diplomat Pharmacy 5 CLIENT

Steve Brown Diplomat Pharmacy 5 CLIENT

Jason Craft DropsA USA 1 CLIENT

Michael Stoyanoff DropsA USA 1 CLIENT

Doshia Barton Eastern Market Corporation 2 CLIENT

Matthew Graff Emergency Physicians Medical Group, PC 21 CLIENT

Jamie Vaughn Epoch Restaurant Group 12 CLIENT

Jean Fitzpatrick Epoch Restaurant Group 12 CLIENT

Paul Hess Epoch Restaurant Group 12 CLIENT

Debbie Lee Esperion Therapeutics <1 CLIENT

John DeRose Farm Bureau Insurance Company of Michigan 15 CLIENT

Josh Korson Farm Bureau Insurance Company of Michigan 15 CLIENT

Ryan Holbrook Farm Bureau Insurance Company of Michigan 15 CLIENT

Ed Brown Faro Screen Process, Inc. <1 CLIENT

Jeremy Reynolds Faro Screen Process, Inc. <1 CLIENT

Paige Even Flor-Dri Supply Co., Inc. 28 CLIENT

Paul Even Flor-Dri Supply Co., Inc. 28 CLIENT

Colleen Center Focus: HOPE 4 CLIENT

Rama Sriram Focus: HOPE 4 CLIENT

Raminder Sethi Focus: HOPE 4 CLIENT

Steve Poulos Focus: HOPE 4 CLIENT

Steve Poulos Focus: HOPE 4 CLIENT

Mike Grinzinger Fox Technologies, Inc. 1 CLIENT

Todd Hayataka Fox Technologies, Inc. 1 CLIENT

Rosanne Achtenberg Franklin Hills Country Club 13 CLIENT

John Gallagher Gallagher Uniform Co <1 CLIENT

Nicole Spelliman Gallagher Uniform Co <1 CLIENT

Harrie Den Boer Geisler Company 17 CLIENT

David Reilly Goodwill Industries of Greater Detoit 14 CLIENT

Jack Peltier Grand Rapids Dominicans 3 CLIENT

Amy Brown Great Lakes Caring 7 CLIENT

Kristina Bigelow Great Lakes Caring 7 CLIENT

Amanda Dow GroupeSTAHL 17 CLIENT

Brent Plawecki GroupeSTAHL 17 CLIENT

Debra Romalia GroupeSTAHL 17 CLIENT

Jamie White GroupeSTAHL 17 CLIENT

Jenny Chen GroupeSTAHL 17 CLIENT

John Wohlgemuth GroupeSTAHL 17 CLIENT

Lindsay Purrington GroupeSTAHL 17 CLIENT

Rick Lewis GroupeSTAHL 17 CLIENT

John Murrin Hino Motors ask CLIENT

Maureen Martin Home Repair Services 7 CLIENT

Candice Tajak Hope Network 18 CLIENT

Randy Howe Hope Network 18 CLIENT

Donyel Renaud Hospice of Michigan 18 CLIENT

Dora Fitzgerald Huron Leasing Company 14 CLIENT

Erica Bernard Huron Leasing Company 14 CLIENT


First Last Company

# Years on

Dynamics Type

Kevin Mitrzyk Huron Leasing Company 14 CLIENT

Trista Wolgast Huron Leasing Company 14 CLIENT

David Levy IBIS Technology/BRS 5 CLIENT

Gary Kay Image Process Design 13 CLIENT

Laura Ziegler Image Process Design 13 CLIENT

Gayle Azhar Intier Automotive Interiors - Magna 17 CLIENT

Tomoko Tanioku ITOCHU Automobile America Inc. 6 CLIENT

Yuko Masumoto ITOCHU Automobile America Inc. 6 CLIENT

Chris Relyea JB Cutting Inc. 16 CLIENT

Evelyn Norman JB Cutting Inc. 16 CLIENT

Brian Hanson Jordan Reses Supply Company LLC 8 CLIENT

Chris Maier Jordan Reses Supply Company LLC 8 CLIENT

Doug Dekker JR Technology Group, LLC <1 CLIENT

Tim Cook JR Technology Group, LLC <1 CLIENT

Gail Bosak Kennedy Industries 3 CLIENT

Jeff Nachtweih Kennedy Industries 3 CLIENT

Michele Downie Kennedy Industries 3 CLIENT

Francesca Tuzzolino KPIT Cummins Infosystems Limited <1 CLIENT

Karen Broccardo KPIT Cummins Infosystems Limited <1 CLIENT

Chris Casper Labelle Management 27 CLIENT

Kelly Kobane Labelle Management 27 CLIENT

Mike Reed Labelle Management 27 CLIENT

Brian Vautaw Letica Corporation 6 CLIENT

Matthew Miller Letica Corporation 6 CLIENT

Gayle Kiefer LifeSecure Insurance Company 5 CLIENT

Lisa McMullen LifeSecure Insurance Company 5 CLIENT

Brad Sovine Lighting Supply Company 2 CLIENT

Brent Leaper Lighting Supply Company 2 CLIENT

Charles Keesee Lighting Supply Company 2 CLIENT

Eric Miller Lighting Supply Company 2 CLIENT

Michael McCallion Lighting Supply Company 2 CLIENT

Philip MacKethan Lighting Supply Company 2 CLIENT

Cindy Daniels Load One, Inc. 8 CLIENT

Judie Napier Load One, Inc. 8 CLIENT

Terri Pett Load One, Inc. 8 CLIENT

Robert Brownlee MFO Management Company 4 CLIENT

Jacob Marshall Michigan Blood 16 CLIENT

Robert Corbett Michigan Blood 16 CLIENT

Cheryl Thelen Michigan Bureau of State Lottery 16 CLIENT

Melanie Alvord Michigan Bureau of State Lottery 16 CLIENT

Sheri Peck Michigan Bureau of State Lottery 16 CLIENT

Mike Sampson Michigan Farm Bureau 15 CLIENT

Pamela Godbey Michigan Farm Bureau 15 CLIENT

Paula Droste Michigan Farm Bureau 15 CLIENT

Jon Russell MMRO 1 CLIENT

Laura Martin Murray A. Percival Company 11 CLIENT

Mark Percival Jr. Murray A. Percival Company 11 CLIENT

Murray Percival III Murray A. Percival Company 11 CLIENT


First Last Company

# Years on

Dynamics Type

Murray Percival Murray A. Percival Company 11 CLIENT

Pam Saldutti Murray A. Percival Company 11 CLIENT

Angela Rainge New Horizons Rehabilitation Services 10 CLIENT

Jen Keith New Horizons Rehabilitation Services 10 CLIENT

Sandra Ferrell New Horizons Rehabilitation Services 10 CLIENT

Elaine Bell Pat's Food Center 12 CLIENT

Lisa Fletcher Pat's Food Center 12 CLIENT

Robyn Glasser Pulse 220 6 CLIENT

Amy Sherrell Quality Dairy 2 CLIENT

Carol Dolinski Quality Dairy 2 CLIENT

Kenneth Caron Quality Dairy 2 CLIENT

Lisa Benson Quality Dairy 2 CLIENT

Anne Proulx Quicken Loans Inc. 28 CLIENT

Jeff Coates Quicken Loans Inc. 28 CLIENT

Nicholas Stefani Quicken Loans Inc. 28 CLIENT

Sheetal Patel Quicken Loans Inc. 28 CLIENT

Tim Miller R.L. Deppmann Company <1 CLIENT

Jeff Keoleian Real Estate One Inc. 19 CLIENT

Erik Holmberg Residex, LLC 10 CLIENT

Jeremy Lounds Residex, LLC 10 CLIENT

Mike Gallagher Residex, LLC 10 CLIENT

Robin Koziel Residex, LLC 10 CLIENT

Susan Grant Rochester College 16 CLIENT

Susan Ide Rochester College 16 CLIENT

Amy Vassallo Roura Material Handling 2 CLIENT

Susan Bush Roura Material Handling 2 CLIENT

Krystle Hamilton Route One, LLC 13 CLIENT

Lisa Straith Route One, LLC 13 CLIENT

Natasha Brown Route One, LLC 13 CLIENT

Sheryl Babb Route One, LLC 13 CLIENT

Glenna Wood Shively Brothers, Inc. 13 CLIENT

Jim Bunch Shively Brothers, Inc. 13 CLIENT

Justin Hager Shively Brothers, Inc. 13 CLIENT

Megan Denter Shively Brothers, Inc. 13 CLIENT

Joseph Soriano Siegers Seed Co. 13 CLIENT

Jackie Pascarella Sigma Financial Corporation 14 CLIENT

Scott Rhoades Sigma Financial Corporation 14 CLIENT

Beverly Crockett SMART Transit Authority 17 CLIENT

Karen Foster SMART Transit Authority 17 CLIENT

Kali Young Snowmass Creek Capital 18 CLIENT

Kristen Dillon Snowmass Creek Capital 18 CLIENT

Ben Chingono Society of St Vincent de Paul 15 CLIENT

Letia Stallard Society of St Vincent de Paul 15 CLIENT

Deb Howe Spartan Stores Inc 18 CLIENT

Teffany Smith Spartan Stores Inc 18 CLIENT

Karen Farr St. Clair Cty Community Mental Health Authority <1 CLIENT

Tammy Sparks St. Clair Cty Community Mental Health Authority <1 CLIENT

Elizabeth Whiting Steiner Tractor Parts, Inc. 30 CLIENT


First Last Company

# Years on

Dynamics Type

Michael Mackenzie Steiner Tractor Parts, Inc. 30 CLIENT

Cory Mooney Stinker Stores, Inc. 8 CLIENT

Julie Kaiser Strategic Administrative & Reimbursement Services 13 CLIENT

Beth VilleMonte Sullivan Corporation 6 CLIENT

Sharry Bronson Sullivan Corporation 6 CLIENT

Tracey Meadows Sullivan Corporation 6 CLIENT

Janice Scott Sunrise Windows Ltd 18 CLIENT

Deanna Dragan TelNet Worldwide 3 CLIENT

Jason Lurie TelNet Worldwide 3 CLIENT

Paula Maurer TelNet Worldwide 3 CLIENT

Richard Riordan TelNet Worldwide 3 CLIENT

Brad Miller The Fetzer Institute 6 CLIENT

Christina Adams The Fetzer Institute 6 CLIENT

Janelle Weesner The Fetzer Institute 6 CLIENT

Julie Gant The Fetzer Institute 6 CLIENT

Laura Loveland The Fetzer Institute 6 CLIENT

Pam Vanderklok The Fetzer Institute 6 CLIENT

Peggy Quinn The Fetzer Institute 6 CLIENT

Ruth Dobbins The Fetzer Institute 6 CLIENT

Sarah Wade The Fetzer Institute 6 CLIENT

Jim Wheeler The Pond Guy Inc 2 CLIENT

Jamie Schubring The Skillman Foundation 14 CLIENT

Maria Woodruff Jordan The Skillman Foundation 14 CLIENT

Leighann Viers Thunder Bay Community Health Services, Inc. 2 CLIENT

Paula Cohoon Thunder Bay Community Health Services, Inc. 2 CLIENT

Stu Freedland Title Source Inc 17 CLIENT

Jeanne Kitchen Total Door Systems 10 CLIENT

Patricia Yulkowski Total Door Systems 10 CLIENT

Peggy Miller Underground Contractors 25 CLIENT

Dawn Kelly Underground Contractors 25 CLIENT

David Clemmons Universal Flow Monitors 4 CLIENT

Lauren Kennard Valicor Environmental Services 15 CLIENT

Tom Feld Valicor Environmental Services 15 CLIENT

Amanda Weir Valicor Separation Technologies 15 CLIENT

Dan O'Shea Valicor Separation Technologies 15 CLIENT

Karen Cobb Valicor Separation Technologies 15 CLIENT

Lynn Aleman Val-Pak Associates, Inc. 24 CLIENT

Anna Morton Vistage Michigan 2 CLIENT

Donna Renner Vistage Michigan 2 CLIENT

Serena York Vistage Michigan 2 CLIENT

Denise Tarnowsky Vlasic Investments 7 CLIENT

Ann Gregg Wilbanks Energy Logistics 1 CLIENT

Nick Rich Wilbanks Energy Logistics 1 CLIENT

Nick Zell Wilbanks Energy Logistics 1 CLIENT

Jeff Hopwood Williamson Employment Services, Inc. 6 CLIENT

David Zetzer Wright & Filippis 2 CLIENT

Paul Turek Wright & Filippis 2 CLIENT

Rob Chaney Jr Wright & Filippis 2 CLIENT


First Last Company

# Years on

Dynamics Type

Sharon Myatt Wright & Filippis 2 CLIENT

Regina Pierce Zehnder's Of Frankenmuth 20 CLIENT

Troy Perry Zehnder's Of Frankenmuth 20 CLIENT

Analisa Bailiff Zimmer Great Lakes, Inc. 12 CLIENT

Kathy Nicolson Zimmer Great Lakes, Inc. 12 CLIENT

245

Jeremy Maurer ADP ADVISOR

Dorothy Joseph AIM Computer Solutions ADVISOR

Stephen Field Field Consulting Services ADVISOR

Evan Honour Plante & Moran ADVISOR

Richard Carpenter Rehmann Group ADVISOR

5

Diane Haig AMT PROSPECT

Julie Eastwood ARMOR Protective Packaging PROSPECT

Nicole Trierweiler ARMOR Protective Packaging PROSPECT

Tara Newlon ARMOR Protective Packaging PROSPECT

Brent Yax Awecomm Tech PROSPECT

Janet Nawrocki Awecomm Tech PROSPECT

Christopher Haizman Baudville PROSPECT

Jeff Davis Baudville PROSPECT

Bruce Malone Baudville Inc. PROSPECT

Arvinder Malhotra Bischer Technologies PROSPECT

John Parzuchowski CAE Inc. PROSPECT

Andrew Stolaruk Community Housing Network, Inc. PROSPECT

Maggie Perry Community Housing Network, Inc. PROSPECT

Sharon Wightman Community Housing Network, Inc. PROSPECT

Jerome Bammel Community Network Services PROSPECT

Tai Nguyen Community Network Services PROSPECT

Joel Cottrell Daniel Brian Advertising PROSPECT

Ellen Lee Eclipse Mold, Inc. PROSPECT

Phil Nicholls Electro-Optics Technology PROSPECT

Richard Core Electro-Optics Technology PROSPECT

Joe Fellwock Enmark Systems PROSPECT

John Bilek Enmark Systems PROSPECT

Sarah Burke Global Enterprises PROSPECT

Elena Volvovsky Hungry Howie's Pizza PROSPECT

Suzanne Sparks Hungry Howie's Pizza PROSPECT

Joshua Neely Inspired Concepts, LLC PROSPECT

Tina Veit Inspired Concepts, LLC PROSPECT

Jeremy Krol JK & T Wings Inc. PROSPECT

John Pan Leapers Inc PROSPECT

Kevin Jin Leapers Inc PROSPECT

Louise Hong Leapers Inc PROSPECT

Tequion Brookins McGregor Fund PROSPECT

Paul Dalpiaz Portfolio Solutions PROSPECT

Tony Brumley Portfolio Solutions PROSPECT

Doreen Bilan Productions Plus PROSPECT

Jennifer Fiddler Productions Plus PROSPECT


First Last Company

# Years on

Dynamics Type

Julie Eklund Productions Plus PROSPECT

Mary Kwilos Productions Plus PROSPECT

Phil Tomczak Productions Plus PROSPECT

Ayrin Hilbert RCO Engineering PROSPECT

Joseph Vanden Bossche Shaw Electric PROSPECT

Matthew Herbert The Worden Group PROSPECT

Aaron Adkins Total Security Solutions PROSPECT

Jim Richards Total Security Solutions PROSPECT

Mike Biddle UnitedHealth Group PROSPECT

Kim Wegner zipLogix PROSPECT

Kimberly Harris zipLogix PROSPECT

47

Lisa Frank Accountable/MC2 SPONSOR

Miguel Lozano AdvTrex SPONSOR

Laura Lechien Altec SPONSOR

Steve Dwyer Appolis SPONSOR

Kelleigh Tegels Nelson Avalara SPONSOR

Laura Ornoski Avalara SPONSOR

Pat Falle Avalara SPONSOR

Ryan Somrak Avalara SPONSOR

Andrea Smiley Blue Moon Industries SPONSOR

Erin Everts Click Dimensions SPONSOR

Matt Bitzegaio CRM Vertex SPONSOR

Martin Olsen eOne SPONSOR

Harry Hartman Greenshades SPONSOR

Molly Van Kampen Greenshades SPONSOR

Keith Schmidt Integrity Data SPONSOR

Rob Cook K-eCommerce SPONSOR

Sean Fitzgerald KwikTag SPONSOR

Tom Nielson Liaison SPONSOR

Ora Goldman Mekorma SPONSOR

Jon Sprau Metafile SPONSOR

Chad Sogge Microsoft SPONSOR

Craig Hogan Microsoft SPONSOR

Errol Schoenfish Microsoft SPONSOR

Jeff Stacer MyStaffingPro SPONSOR

Mike Mills MyStaffingPro SPONSOR

Kim Haythornthwaite Nolan Computers SPONSOR

Pam Burnham Panatrack SPONSOR

Craig Randall PaperSave SPONSOR

Kim Bateson Plumbline SPONSOR

David King Red Level Networks SPONSOR

Chris Brunelli Redtail EDI Solutions SPONSOR

Gianmarco Salzano Reporting Central SPONSOR

George Pavel ReQlogic SPONSOR

Alicia Weigel Rockton SPONSOR


First Last Company

# Years on

Dynamics Type

Lindsay Woodard SalesPad SPONSOR

Nate Keefe Scribe SPONSOR

Nicole Tilton Scribe SPONSOR

Nils Rassmussen Solver USA SPONSOR

Tracy Rich Solver USA SPONSOR

39

Chris Dobkins TMGiCLOUD SPONSOR

Emily Roen TMGiCLOUD SPONSOR

Allie Keller TEAM

Bill Vassas TEAM

Bob Juno TEAM

Brian Leale TEAM

Carmen Tuzzolino TEAM

Casie Kmiecik TEAM

Chris Mast TEAM

Christopher Tepper TEAM

Craig Smith TEAM

Dave Unruh TEAM

David Stock TEAM

Donielle Winslow TEAM

Dottie Chabot TEAM

Doug Scheel TEAM

Doug Vandewarker TEAM

Howard Blitstein TEAM

Jackie James TEAM

Jason Nowak TEAM

Jeff Pfershy TEAM

Jeff Gard TEAM

Jenel Kukla TEAM

Joel Peterson TEAM

Jon Kozell TEAM

Judy Thomas TEAM

Kayla Fricks TEAM

Kelly Rose TEAM

Ken Jacobsen, Jr. TEAM

Kevin Alexander TEAM

Kiki Hall TEAM

Kim Keller TEAM

Marcel Chabot TEAM

Mark Thomas TEAM

Mark Hoekstra TEAM

Maureen Allen TEAM

Meg Long TEAM

Meghan Naif TEAM

Michael Thomas TEAM

Perry Kountouriotis TEAM

Randy Walter TEAM

Roger Thayer TEAM


First Last Company

# Years on

Dynamics Type

Sandy Mosher TEAM

Scott Thomas TEAM

Steve Shaw TEAM

Tom Blazek TEAM

Tom Keller TEAM

Vicky Cartrette TEAM

48

384

Source Phase

KJ All

JT All

KK Eve

JT Vision

JT All

KJ Vision

KJ Vision

KJ All

KA Vision

KJ Vision

KA Vision

KK Vision

KK Vision

JT Vision

KK Vision

JT Vision

JT Vision

JT Post

JT Vision

JT Vision

KK Vision

KK Vision

KK Eve

JT Vision

PK Vision

PK Vision

PK Vision

PK Vision

PK Vision

PK Vision

PK Vision

PK Vision

PK Vision

PK Vision

PK Vision

JT Vision

JT Vision

JT Vision

PK Vision

PK Vision

JT Viison

KJ Vision

JT Vision

KJ Vision

KJ Eve

PK Vision

KJ Vision

Feedback

Need everything sooner. Handouts should be done at least one week out. Friday 5/6/15. Sponsor planning call in beginning of February. Microsoft Convergence 2016, April 4-7.

Stay away from mother's day travel.

Discuss Vision role and such with sponsors.

Need to practice presentations.

Only problem we had were us.

Need to know what to do if they have problems.

Setup AV needs to be assigned to someone.

Need to schedule staff to help carrie stuff in and out.

TMG tables not needed.

Need to figure out another option for Bingo.

Awards the day before. Announce winners at Vision. Briefly. Put the winners and description into the conference guide.

Pop at lunch. Asked for bottle water and pop.

Mini schedule on name tags.

Giveaways at least one month out.

Need to incorporate the theme into the PowerPoints.

2 minutes before session gone. Do it at lunch. Don't want them in the rooms anymore.

Need someone to watch time and notify speakers from back.

Plan a place for after Vision appetizers and drinks.

Eval forms online. Sponsorship signup form online.

Place to show the sponsors PPT. KJ - Eliminate the PPT

Prospect table was fiasco. Need to have all names together. Have prospects go to the propspect table for bag. Have additional info in their bags. Colors worked well.

Vendor stuffers must be at least 300 of them to The TM Group. Sent to TM Group. Venue charges a lot.

Can go to three drinks.

Review PPT one to two weeks in advance.

Venue was great and staging was nioce.

Morning session is too long. Like to have non-Microsoft speaker.

Client awards. Dinner before give awards.

Sponsors didn't get as much bang for the buck. Seemed empty to Perry, Carmen….. 30 minutes somewhere

Employees didn't have time to visit with sponsors

Lots of AV issues.

Lots of problems with the wireless and doing the presentations and Sponsors. Jeff showed GP with his laptop.

New PPT. Need to train our staff. Duplicate.

Our team didn't know about the 2 minute presentations for sponsors.

Less assignments for longer periods with staff. Staff info packets.

Leadership shouldn't have assignments.

Prospect session.

Judy would like to be introduced to larger or problem clients. Prospects. Would need to schedule time.

Charge for no shows. Charge for the event.

Client networking opportunities.

Host should get up at end of each session and explain what's next.

Sign-in sheet for sessions.

Close registration a week before event when food needs to be guaranteed.

Coffee Station between sessions in

Flip flop Keynote & sponsor areas. Sponsors/food by registration.

Either or dinner choice. Not duet.

Award Videos.

Preplan the client testimonials better, if Brafton comes back.

Need everything sooner. Handouts should be done at least one week out. Friday 5/6/15. Sponsor planning call in beginning of February. Microsoft Convergence 2016, April 4-7.

Awards the day before. Announce winners at Vision. Briefly. Put the winners and description into the conference guide.

Prospect table was fiasco. Need to have all names together. Have prospects go to the propspect table for bag. Have additional info in their bags. Colors worked well.

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