Speakers & Presentations
Saturday, April 29, 2023
Opening General Session
2:30 PM – 4:00 PM | CE
Patrick Luce
Gauging the Risks Going Forward 2023 – 2024
The US and global economies are going through turbulent times, with inflation, interest rates, consumer activity, labor shortage, market gyrations, COVID-Echoes, war, and simplistic and often contradictory headlines potentially making it difficult to discern what the future will look like. It may seem impossible to effectively plan for a prosperous future given all the noise and misdirection. That is where ITR Economics comes in.
ITR Economics provides a data-driven analysis of the trends. No emotions or histrionics or political agenda. The trends will combine to show what to expect for key industries and areas of interest to the attendees.
- Big Picture: ITR’s forecast of the general economy (and specific markets if applicable) through the second half of 2023 and 2024 with analysis of risks to the forecast
- What to expect for commodity prices and inflation in general
- How interest rate trends may change and what that means for businesses
- The consumer’s financial health and why it matters
- What is going on with shortening supply chain trends
- Why industrial demand is likely to outperform in key areas
- What is happening in labor
- How to create wealth in these market conditions
- How to protect profits in these market conditions
About Patrick
Patrick Luce is a vital member of ITR Economics’ team of expert economists. He lends his expertise to client reports, forecast reviews, research, and frequent communications with clients.
Patrick double-majored in finance and economics at the University of Tampa and went on to earn a master’s degree in economics from the University of South Florida. His accomplishments include serving as a panel member and moderator for Institute of Strategic Policy Solutions events, serving as a contributor to the American Water Works Association Manual M1, presenting at AWWA Utility Management Conferences, and publishing insights in the Florida Water Resources Journal.
Prior to joining the ITR Economics team, Patrick worked as a management consultant, specializing in financial and economic modeling for local government agencies. Additionally, Patrick is an adjunct professor at his undergraduate alma mater, where he teaches courses in macroeconomics.
Click here to view Patrick’s presentation.
Sunday, April 30, 2023
Dale Carnegie Industry Workshop – Part 1
9:00 AM – 11:45 AM | CE
Patrick Finnegan
Keys to Selling and Influencing
When customers have completed 70% of the buying process without engaging with a single person and can complete many purchases online without EVER interacting with a salesperson, traditional and transactional sales tactics simply no longer work. Successful salespeople must transform themselves from traditional, transaction-based gimmicks and tactics into relationship-based professionals if they are going to thrive today and in the future. If you are a sales or marketing person striving to move to the next level, join us for this interactive Dale Carnegie Session.
Objectives:
- Learn the 5 keys to selling
- Build trust and sales confidence
- Practice a model to uncover both the logical and emotional motivations of our customers and co-workers
- Confirm and handle hesitation when asking for and closing the steps of the sale
About Patrick
Patrick Finnegan is a Certified Dale Carnegie Trainer and Senior Market Director for Dale Carnegie.
In his role, Patrick provides training, consulting, and executive coaching, in presentations, sales, leadership, business partnering, and customer service. Patrick has trained thousands of people across the US and internationally. One of his career highlights, to date, was interviewing 3X Olympic Gold Medalist Shaun White.
Patrick has over 20 years of experience in the Healthcare industry. Prior to joining Dale Carnegie, Patrick worked for Pfizer Laboratories and GE Healthcare. In his free time, Patrick enjoys spending time with his wife, Cathy, and two kids, he lives in Bloomington, MN.
Click here to view Patrick’s presentation.
Members’ Luncheon, Carver Award, & Keynote
12:00 PM – 2:00 PM | CE
Ross Bernstein
The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World
Sponsored by SunSource
The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance hall of fame business speaker who’s keynoted conferences for Fortune 500 companies on all seven continents and has been featured on CNN, ESPN, Fox News, and “CBS This Morning,” as well as in the Wall Street Journal, New York Times and USA Today. Ross’ program is all about the DNA of what makes champions in sports so unique and how that relates to business. It’s based on a series of books he wrote in which he was able to interview more than 1,000 professional athletes and coaches that all had one thing in common — they were all members of championship teams. In his research he concluded that the same metrics and characteristics that were common among champions in sports, were also common among peak performers in business. There are reasons certain teams win consistently, whereas others don’t… and Ross explains why. It’s based largely on the “Good to Great” concept of how the best companies are able to separate themselves from the rest of the pack through servant leadership, by creating a culture of excellence, by developing deeper relationships, and by giving extraordinary customer service. Ross weaves sports stories, about the DNA of champions, along with stories of companies who he has worked with around the world — and shares best practice ideas on ways to overcome disruption, while ultimately building stronger relationships. At the core of his message is the simple fact that we like to do business with people who we trust, who we like, and who just “get it” — CHAMPIONS.
In an engaging, provocative, and visually entertaining style, Ross will use inspirational stories and poignant life lessons from the world of sports to show attendees how to:
- Create a “culture of excellence” by giving extraordinary customer service…
- Generate momentum by utilizing the “currency of karma”…
- Follow their moral compasses to win “the right way,” with respect, ethics, and integrity…
- Be better leaders and create more “buy-in” by embracing change and failure…
- Evolve from “order takers” to “trusted partners” by enhancing the quality of their relationships…
About Ross
The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance business speaker who’s keynoted conferences on ALL SEVEN continents for audiences as small as 10 and as large as 10,000. Ross and his books have been featured on thousands of television and radio programs over the years including CNN, ESPN, Bloomberg, Fox News, and “CBS This Morning,” as well as in the Wall Street Journal, New York Times and USA Today. He’s spent the better part of the past 25 years studying the DNA of championship teams and his program, “The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World,” not only illustrates what it takes to become the best of the best, it also explores the fine line between cheating and gamesmanship in sports as it relates to values and integrity in the workplace. As a working member of the media in his home state of Minnesota, Ross has a unique behind the scenes access to all of the local sports franchises in the area, including the Vikings, Twins, Timberwolves, Wild and Gophers.
As such, he spends lots of his time in dugouts, club houses, locker rooms, and press boxes — and it’s here where Ross has met and interviewed thousands of professional athletes over the years. Ross’ program is all about the DNA of what makes champions in sports so unique and how that relates to business. His PowerPoint is full of amazing photos about inspirational sports stories and about successful teams that tie into ethics and accountability, and about doing things the right way — with respect. There are reasons certain teams win consistently, whereas others don’t… and he explains why. It’s based largely on the “Good to Great” concept of how the best companies are able to separate themselves from the rest of the pack through servant leadership, by creating a culture of excellence, by developing deeper relationships, and by giving extraordinary customer service. Ross speaks at over 100 conferences per year, mostly at large association conferences, at franchise leadership events, and to Fortune 500 sales groups — his program is very high energy and a great way to open or close a big event. Give him a call, he would LOVE to be a member of YOUR team for the day!
Dale Carnegie Industry Workshop – Part 2
2:00 PM – 4:30 PM | CE
Patrick Finnegan
3 Keys to Effective Sales Presentations & Storytelling
Dale Carnegie wrote books on public speaking and selling, with techniques that turned nervous beginners into confident professionals who communicate with assuredness. Now you and your colleagues can tap into those techniques. This session will benefit professionals with years of sales presentation experience, those with no sales presentation experience, and those outside of sales that want to improve their communication skills.
Join us for an interactive session on selling and influencing through storytelling.
Objectives:
- Learn the 3 keys to effective presentations and storytelling
- Understand elements of storytelling in a selling environment to inspire, motivate and influence an audience
- Consider the motivations of an audience and examine a variety of methods and tools to strengthen your sales message
- Increase credibility, communicate value, and differentiate ourselves from the competition
About Patrick
Patrick Finnegan is a Certified Dale Carnegie Trainer and Senior Market Director for Dale Carnegie.
In his role, Patrick provides training, consulting, executive coaching, presentations, sales, leadership, business partnering, and customer service. Patrick has trained thousands of people across the US and internationally. One of his career highlights, to date, was interviewing 3X Olympic Gold Medalist Shaun White.
Patrick has over 20 years of experience in the Healthcare industry. Prior to joining Dale Carnegie, Patrick worked for Pfizer Laboratories and GE Healthcare. In his free time, Patrick enjoys spending time with his wife, Cathy, and two kids, he lives in Bloomington, MN.
Click here to view Patrick’s presentation.
Monday, May 1, 2023
General Session & Business Meeting
10:00 AM – 12:00 PM | CE
Tim David
The Magic of Human Connection: Your Advantage in a Digital World
It’s not WHAT you know…
“Shockingly, only 15% of your financial success is due to technical knowledge.” – Carnegie Institute of Technology
Not so fast. It isn’t WHO you know either…
Your organization has the raw talent. Look around your org chart. The boxes aren’t where the really big problems are. The biggest problems are found at the lines in between. At their roots, the biggest problems are caused by a lack of human connection. Technology was supposed to improve the QUALITY of our human connection. Instead, we’ve become lost in a sea of softly-glowing screens and endless email, losing touch with each other and suffering consequences that no one could have predicted. The Magic of Human Connection: Your Advantage in a Digital World presentation uncovers the keys to creating more human connection at work and in life in a world that has forgotten how. After experiencing engaging stories and humor, provocative science, Tim’s incredible “brain science magic,” and yes, his show-stopping “backwards poem”, attendees will leave feeling refreshed and with a renewed sense of what is really important – bringing that sense of purpose and meaning into the workplace with astonishing bottomline results.
Program Objectives:
- After this program, attendees will be able to…
- Understand and apply the three habits of human connection, SEE-BE-SPEAK
- Create more rapport and influence in all interpersonal interactions
- Eliminate the mindset that destroys communication before it even begins
- Appreciate the importance of human connection in a business setting and feel motivated to improve connection skills
- Create and contribute to a work culture focused on human connection
About Tim
Like you, author and influential communication expert, Tim David is frustrated by what is happening to the quality of human connection in our modern world. Can more connections really increase the bottom line and improve the quality of our lives at the same time? Will better human connection really make us better leaders, better salespeople, and better co-workers? With over ten years of speaking, researching, writing, and most importantly real-world, in-the-trenches business experience, Tim can unequivocally answer, “YES!”
Strong human connection makes you more memorable, likable, and influential, which is something everyone wants, but few people realize is a learned skill and not an innate gift. In short, anyone can discover simple ways to improve the quality and power of human connection in their life. Nothing could be simpler or more practical than the ideas in his bestselling book, Magic Words – The Science and Secrets Behind Seven Words that Motivate, Engage, and Influence (Penguin Random House) and FLIP – The Four Levels of Influencing People. Tim’s science-based approach is radically different from standard leadership, sales, or communication training as it was honed during his years as a professional and international award-winning “brain science magician” and perfected while working with top companies and organizations from almost every US state and around the world.
Tim’s work has been profiled in thousands of media outlets including Forbes, New York Times, Inc. Magazine, Chicago Tribune, the Today Show, Investor’s Business Daily, Harvard Business Review, New York Magazine, World Magazine, Huffington Post, and he is a columnist for PsychologyToday.com.
Click here to view Tim’s presentation.