Proforma Connections

March 2017 Connections

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2 "The real value I get from coming to our Planning Retreat is the camaraderie, friendships and the information that we share about what is going on in our industry. I believe that is what has made me successful. When you come here, you get inside information and knowledge, you learn how to penetrate accounts and you get to know who your preferred Suppliers are." Charles Janosick, Co-Owner of Proforma Executive Business Services in St. James, NY and Million Dollar Club Member "I've been to 25 Regional Planning Retreats. I come because this is where you find successful people and you can get a lot of great ideas from other Owners and Sales Reps. I always leave with more than I came with." Will Quinn, Owner of Proforma Business Impact in Greenville, SC and Multi-Million Dollar Club Member "I come back to the Planning Retreats every year because I love to network with our PLPs and MVPLPs and I always end up utilizing something and learning something new every time I come." Fred Albrecht, Co-Owner of Proforma Albrecht & Co. in Milford, OH and 25 Million Dollar Club Member "This Planning Retreat paid for itself before the event even started because I had lunch with a fellow Owner to share valuable ideas. There are people here who are in my circle of confidence. We don't live in the same area but the Planning Retreat allows us to see each other face-to-face. That's why I come." Mike Beckman, Owner of Proforma BPM in Cumming, GA and Team 500 Member "Planning Retreats are a great way to rejuvenate yourself going into a new year. This is my opportunity to meet with Owners and Sales Reps. I love the breakout sessions, but really it's the stuff that you learn from other Owners over lunch that is equally as valuable." Jim Anderson, Owner of Proforma Omnisource in Eagan, MN and Team 500 Member "No matter what kind of year we had last year... this is the place to be. I'm convinced this is where the troubleshooting and the action happens!" Dan Haar, Co-Owner of Proforma Strategic Promotions in Westerville, OH and Million Dollar Club Member Over the past seven weeks, Proforma Owners and Sales Reps along with Support Team Members and Supplier Partners have been gathering all over North America to network with one another, learn best practices for their business and stay on top of industry trends. Their time was spent in panels, roundtables, educational sessions and much more in order to put their Vision in Action. The 2017 Proforma Convention & Family Reunion will be your next opportunity to come together with your fellow Owners and Sales Reps to continue learning and growing together. Join us July 23 - 26, 2017 in Orlando, FL at the beautiful Gaylord Palms Resort & Convention Center! For more information, please contact Tami Steinberger, Meetings and Events Manager, ( or ext. 3003) at your Worldwide Support Center – Cleveland. YOUR 2017 PLANNING RETREAT RECAP

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