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2015 convention speakers & presentations

Click on speaker names below to view bios and presentation descriptions

Thursday, April 23  
1:30 pm – 2:30 pm Ahead of the Curve for 2015 and Beyond 
Alan Beaulieu, ITR Economics
2:45 pm – 4:00 pm Foresight 20/20: Ten Trends Transforming Tomorrow
Jack Uldrich, JackUldrich.com
7:00 pm – 10:00 pm Gala Dinner, George Carver Award, 
Presentation: Building Your Own 
Personal & Corporate Brand 
Clyde Fessler, ClydeFessler.com
Friday, April 24


9:00 am – 11:30 am

UID in a Day Morning sessions (choose one):

1. What is Your Company’s Competitive Edge?
Brian Gardner, Sales Process 360
2. Planning for Profit Optimization
Michael E. Workman, PhD, MikeWorkman.com
3. Troubleshooting Inventory Replenishment
Jon Schreibfeder, Effective Inventory Management, Inc.

12:00 pm– 2:15 pm Members’ Lunch & Keynote Speaker
Innovate Like Edison: The Five-Step System for 
Breakthrough Business Success
Sarah Miller Caldicott, Power Patterns of Innovation
2:30 pm – 5:00 pm

UID in a Day Afternoon sessions (choose one):

1. Getting ROI Out of CRM
Brian Gardner, Sales Process 360
2. New Elements of Profitability
Michael E. Workman, PhD, MikeWorkman.com
3. Effective Warehouse Operations
Jon Schreibfeder, Effective Inventory Management, Inc.

Thursday, April 25  
9:30 am – 11:30 am

Special Interest Workshops (choose one):

1. Trade Credit: An Alternative to Commercial Lending
Abe WalkingBear Sanchez, A/R Management Group, Inc.
2. Succession or Exit? Decision or Dilemma
Ryan F. Barradas & Tim D. Young, WealthPoint®
3. NAHAD Fishbowls for CEOs, Sales,
Product and Branch Managers, Young Executives

Alan Beaulieu2015 Convention Images

ITR Economics

As one of the country’s most informed economists, Alan has been providing workshops and economic analysis seminars in countries across the world to literally thousands of business owners and executives for the last 25 years. He is co-author of Prosperity in the Age of Decline, a powerful look at how to make the most of the US and global trends over the next 20 years. Alan also co-authored Make Your Move, a practical and insightful guide on increasing profits through business cycle changes, and noted by one reviewer as “simple, yet awesome.”


Ahead of the Curve for 2015 and Beyond

Thursday, April 23 • 1:30 pm – 2:30 pm

Alan’s message to NAHAD members is one of optimism and action. 2015 will present some challenges, but that can work to the advantage of firms who are proactive to the economic expansion anticipated for 2015 and beyond. In this session, Alan will discuss the good and the bad and determine the best course of action for attendees, based on an objective, verifiable reality, to include the following:

  • What are the megatrends we will all have to contend with?
  • What will be the impact of troubles in the international realm?
  • What will be happening in the industries that are key to NAHAD members?
  • What is the longer-term outlook for interest rates?
  • What is the outlook for energy prices?
  • Which of ITR®’s Phase Management Objectives™ apply to your company at this time in the business cycle?

Jack Uldrich2015 Convention Images


Jack Uldrich is highly regarded as a keynote speaker. His authoritative speeches on future trends, emerging technologies, innovation, change management and leadership are filled with knowledge, insight and creativity. Jack provides provocative new perspectives on competitive advantage, change management and transformational leadership. He brings to light the advantages of being creative and using the powers of individual imagination.

Foresight 20/20: Ten Trends Transforming Tomorrow

Thursday, April 23 • 2:45 pm – 3:45 pm

What might the world of 2020 look like? How will your business change? More importantly, how will you and your organization need to change? This engaging and entertaining keynote presentation is based on his book, Foresight 20/20: A Futurist Explores the Trends Transforming Tomorrow. Jack will help you navigate the decade ahead with an in-depth exploration of ten technological trends that will transform the world of 2020.

Brian Gardner2015 Convention Images


Brian Gardner is the Founder of Sales Process360, a strategy, coaching, and speaking company focused on helping industrial sales companies gain a competitive edge. Brian has been involved in industrial sales for over 30 years, including serving in his family’s business, a brief stint at Texas Instruments and co-founding an industrial sales focused CRM software company. Brian started Sales Process360 to take his passion for sales process improvements to the industrial sales world.

What is Your Company’s Competitive Edge?

Friday, April 24 • 9:00 am – 11:30 am

For many companies, their competitive edge is not what they think it is, and in most cases, it is the same as their competitors. This high energy presentation will challenge sales managers, executives and owners out of their comfort zone with real sales focused discussions and exercise. This presentation is centered on some areas and processes that most companies are not focused on that could give their company a competitive edge, including:

Are you focused on the part of the sales cycle that can drive growth in your business?

Do you know what you really need in your pipeline to reach your sales goals?

Sales KPI’s for ROI

Target Account Profiling and Management

The takeaways will be focused on grading your processes and procedures from the Front-End to the Back-End of the sales cycle. We will also be calculating the Load Input needed in your pipeline to reach your sales goals along with determining the sales KPI’s you should focus on for growth.

Getting ROI Out of CRM

Friday, April 24 • 2:30 pm – 5:00 pm

Most distributors today have implemented some form of CRM system, whether automated or manual. The question is, are you getting the ROI out of your investment? This interactive session will challenge sales managers, executives and owners on their pre & post processes on implementing CRM within their company. This session will provide a road map to getting real ROI out of your CRM program and include the following.

  • Do’s and Don’ts during the evaluation process
  • Process vs. Technology
  • Best Practices
  • How to get the team to buy in
  • Key areas and processes to focus on for ROI

The takeaways will be focused on leveraging the power of information that is at your finger tips in most CRM systems. It is about processes and the CRM system can be the vehicle to a 8 competitive edge.

Michael E. Workman, Ph.D.2015 Convention Images


Michael Workman is Professor Emeritus in the College of Engineering at Texas A&M University, where he held the Harvey Hubbell Endowed Professorship in Industrial Distribution. Dr. Workman is an accomplished author, speaker and instructor of management, leadership, and business development programs for small business, distribution and production industries. His current focus is in developing pricing and profit optimization, and strategic positioning for distributors and manufacturers.

Planning for Profit Optimization

Friday, April 24 • 9:00 am – 11:30 am

Current distribution models are threatened, not with extinction but with rapid change. Manufacturers and distributors who understand and support positive change are not only succeeding, but protecting and enhancing their profitability. Understanding the new environments, rather than reactively responding to change is more critical than ever. Fears about technology-based distribution scare many into radical strategies, which include ideas like ‘All revenues are good’ and ‘All costs are bad’. In this session, we’ll look at options for retaining, enhancing, refocusing and maximizing profit.

New Elements of Profitability

Friday, April 24 • 2:30 pm – 5:00 pm

Are you playing to win or just playing to not lose? What are the biggest demands today’s customers are placing on distribution? What changes are key for your suppliers in order to manage and grow markets? In this session, we’ll look at these and other relevant issues to ensure that you come away with practical ideas and tangible metrics for increasing your profitability in the coming months.

Jon Schreibfeder2015 Convention Images

Effective Inventory Management, Inc.

Jon Schreibfeder is president of Effective Inventory Management, Inc., a firm dedicated to helping manufacturers, distributors and retailers get the most out of their investment in stock inventory. Over the past 30 years, Jon has helped over 2,500 companies develop and implement systems that help them provide outstanding customer service while maximizing their profits. Jon is the author of several books including the recently published Achieving Effective Inventory Management – Fifth Edition.

Troubleshooting Inventory Replenishment

Friday, April 24 • 9:00 am – 11:30 am

Every distributor has to answer two questions when replenishing inventory: When to reorder products and how much to order. This session will explore how to ensure that your company is using “best in class” practices to consistently meet or exceed customers’ expectations of product availability, including: accurate demand forecasting, dealing with unreliable lead times and suppliers, establishing a central warehouse or distribution center, and the special challenges of overseas purchasing.

Effective Warehouse Operations

Friday, April 24 • 2:30 pm – 5:00 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. This session will explore how a few simple practices will help 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.

Sarah Miller Caldicott2015 Convention Images


Innovate Like Edison: The Five-Step System for Breakthrough Business Success

Friday, April 24 • 1:15 pm – 2:15 pm

A great grandniece of Thomas Edison, Sarah Miller Caldicott is an innovation process expert and thought leader. Inspired by a family lineage of inventors dating back five generations, she has been engaged in creativity and innovation throughout her life. Sarah has served as a Marketing Executive with Global 100 firms including the Quaker Oats subsidiary of Pepsi, and the Helene Curtis subsidiary of Unilever. As a leader of global innovation teams, Sarah was responsible for major brand launches in the US, Europe, and Asia. Concerned that America risks losing its global innovation edge, Sarah spent three years researching Edison’s innovation methods with experts at The Thomas Edison Papers at Rutgers University. Sarah delved deeply into the innovation success Edison achieved at his Menlo Park laboratory, his West Orange lab, the Fort Myers botanical research lab, and the Edison General Electric facility in Schenectady, NY(which later became GE).

Synthesizing insights from her research, Sarah released the first business book ever written on Edison’s world-changing innovation process. Using a business lens, Sarah translates Edison’s revolutionary methods for use by twenty-first century business leaders. Sarah’s first book Innovate Like Edison: The Five-Step System for Breakthrough Business Success has been released in five languages and is used as an innovation textbook in graduate and undergraduate programs across the US.

Sarah’s newest book, Midnight Lunch: The 4 Phases of Team Collaboration Success, from Thomas Edison’s Lab brings Edison’s collaboration approach into the digital era. Midnight Lunch has been featured in Fast Company magazine, and offers proven tools for driving innovation through collaboration. The accelerating use of smart devices and virtual teams requires every business leader to harness the power of collaboration in the digital era.

Abe WalkingBear Sanchez2015 Convention Images

A/R Management Group, Inc.

Abe WalkingBear Sanchez is an International Speaker/Trainer/Consultant on the subject of cash flow / sales enhancement and business knowledge organization and use. He has authored hundreds of business articles, has worked with numerous companies in a wide range of industries since 1982 and is the developer of the copyrighted “Profit System of B2B Credit Management.”

Trade Credit – An Alternative to Commercial Lending

Saturday, April 25 • 9:30 am – 11:30 am

Forget everything you thought you knew about B2B Credit Sales Management. It isn’t about managing or mitigating risk. It’s the golden key to creating long lasting and profitable business relationships. And that spells success. During this interactive session a profit-centered methodology will be presented that focuses on how to get more and larger new sales, more and larger repeat sales, improve on both short and long term cash flow while, identifying potential losses early on and controlling bad debt.

Ryan F. Barradas & Tim D. Young2015 Convention Images

WealthPoint ®

As WealthPoint’s founder, Ryan Barradas brings more than 20 years experience and background in business, finance and insurance. He helps his clients crystallize their goals and objectives from a family, business and personal perspective. Together with his support staff and the clients’ advisors he creates a synergy of talent, education, and resources; providing a dynamic team approach in creating and implementing innovative and efficient planning solutions.

As a partner at WealthPoint, Tim Young provides his clients consultation on family business, wealth transfer, management succession planning, and owner exit strategies. Tim has 20 years of experience building a family-owned 2nd generation product and equipment distribution company into a $65 million company that employed more than 120 people operating in three states. Tim has held positions ranging from Sales & Marketing to President and CEO. He has been through each phase of the business life cycle from growth and succession to the successful sale of his business to a Fortune 500 company.

Succession or Exit? Decision or Dilemma2015 Convention Images

Saturday, April 25 • 9:30 am – 11:30 am

Business owners become “stuck” when working through the challenges of Succession and Exit Planning: “Should I sell to a third party? Keep the business for family members? Transfer to key employees? Will I be financially secure? How and when should I start?” As owners procrastinate, opportunities are often lost. Couple that with the complexities of smart tax planning and there’s no wonder many succession plans never get off the ground. This presentation addresses the “do’s” and “don’ts” of Succession and Exit Planning and appeals to someone looking for immediate solutions as well as those looking five to seven years in the future.

Clyde Fessler2015 Convention Images

Former Head of Marketing – Harley-Davidson USA

Building Your Personal & Corporate Brand

Thursday, April 23 • 8:30 pm – 9:30 pm

The Harley-Davidson marketing story explains the strategy that guided a company, once on the verge of bankruptcy, to become one of the top performing corporations on the New York Stock Exchange and one of the most recognized brands in the world. Clyde Fessler is the man who developed the strategy, having spent 25 years creating and leading the plan that built the brand; a brand that was inducted into the Marketing Hall of Fame several years ago.

For over 25 years at Harley-Davidson, Clyde held many different senior management positions retiring in 2002 as the Vice-President of Business Development. He served on the Board of Trustees for the American Motorcycle Association, and the Motorcycle Safety Foundation. He also played a key role with the Muscular Dystrophy Association, a relationship that has generated over 70 million dollars in donations.

2015 Convention ImagesNAHAD Fish Bowls: CEOs, Sales Managers, Young Execs, Branch Managers

Saturday, April 25 • 9:30 am – 11:30 am

Join the Fish Bowl group of your choice for a lively, quickpaced, action-oriented Q&A event where attendees will pose questions and share experiences; all designed to energize and educate. Pre-submitted questions will be selected from the Fish Bowl in each session to get the ball rolling.