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  • Marketing Success in the Digital Age

    Think you know the latest ins and outs of email marketing? Think again! It’s time to get clued in on the behavioral changes of today that are affecting how email users notice, process, and respond to your marketing messages. This fast-paced session from email expert, Jay Schwedelson, will use real data from email campaigns executed over the last 30 days, providing specific tips and tricks you can implement into your email marketing campaigns to drive major performance today! Marketing Success in the Digital Age - Lessons learned from the banking sector’s response to the pandemic June 30, 2022 | 56 min | Webinar 21 Marketing Success in the Digital Age Watch Preview $ Buy from $8 Watch Preview $ Buy from $8 Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Share Channel Info Subscribe $ Sign in Close Financial institutions, large and small, were a lifeline for both retail and commercial customers during the pandemic. As COVID cases surged, bankers had to find new ways to provide branch services, help customers adjust to being served electronically, improve access to online/mobile banking, and implement SBA-backed Paycheck Protection Program (PPP) loans. Customer service was managed by employees working from home and marketing messages were quickly retooled to reflect the complexity of the public health and economic crisis. What was learned by banks has relevance for any industry that hopes to succeed in a post-pandemic digital age. Did using chatbots help? Why are FinTechs growing in types and usage by banks? What shifts in consumer behavior will remain as the pandemic recedes? How do marketers apply lessons learned from banks? Presentation Sponsor cbsi Services At cbsi(tm), their primary mission is to produce a select range of need-driven, quality products and services that help organizations increase loyalty, generate revenue, and stimulate usage among their existing customers and target markets. They have been in business for more than 50 years helping nearly every bank in the world connect with their customers. 2022 marks cbsi services 50th anniversary! Speakers Ken Kraetzer Moderator Host of the 680 episode podcast cbsiTalkingBusiness which covers digital marketing, banking insurance, customer service, and business education. Vice President of cbsi based in Harrison, NY which is celebrating its 50th anniversary in 2022, the company provides insurance-backed benefits to the payments industry. Early in his career, Ken worked at Herbert Dunhill & Associates, American Express, Dean Witter, and Chase Bank. He is a graduate of Providence College in RI and holds an MBA from Iona College. In December 2021, Ken received the Founder's Award from HVDMA. Jim Perry Speaker Jim Perry is a Senior Strategist at Market Insights, a consulting firm with expertise in market assessments, delivery optimization, strategic planning, branding, marketing, and culture. Jim has consulted with clients throughout the United States since 2005. The majority of his work is concentrated on strategy development, marketing, branding, culture, and leadership development. Jim has shared his insights at state, regional, national, and international conferences. He has been included on Onalytica's list of "Top 100 #Fintech Influencers" and was recently named one of “20 leaders in modern banking every community banker should follow” by Deluxe.com. Thousands of community banks and credit unions follow his daily Twitter feed for industry trends and the latest news on mergers, fintech, marketing, and much more. As a consultant, trainer, and public speaker, Jim is known for making complex concepts easy to understand and simple to apply.

  • Email Update

    Email Update: Email Marketing Quick WINS August 5, 2025 | 45 min | Webinar 45 Email Update Watch Preview $ Buy from $8 Watch Preview $ Buy from $8 Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Share Channel Info Subscribe $ Sign in Close Presentation Join a unique place where you can easily connect with other members, speakers, and registrants! Here, interesting ideas flow freely as questions are asked and topics discussed - all while gaining valuable insights. Plus, it's the perfect spot for networking opportunities that may lead to something greater in your future. So hop on board now; join us today! Join Group! Want to boost your email marketing results without a complete overhaul? This session will provide quick, actionable wins to improve your email performance instantly! Discover the latest email marketing tips/tricks and break down the key elements that drive engagement and conversions. Key Takeaways: Craft irresistible subject lines that boost open rates & increase clicks Design call-to-action buttons that drive action Optimize landing pages for higher conversions And More! Sponsor Complete Mailing Lists Complete Mailing Lists is celebrating its 20th Year! CML offers hundreds of specialty Business and Consumer mailing lists that fulfill your most challenging postal, email, and telemarketing needs. Our unique, multi-sourced databases of occupations and professions are enhanced with more than 400 demographics and lifestyle selects, allowing for endless targeted marketing possibilities. Complete Mailing Lists brings you the best of compiled and response mailing lists. We are known for exceptional data hygiene. Our constant cleansing and update processes raise quality and deliverability to a higher level. We push ourselves to provide the freshest and cleanest data possible. Speaker Jay Schwedelson Founder/President/CEO at Outcome Media Jay Schwedelson is one of the top marketing experts in the U.S. His guiding philosophy centers on providing the latest, research-backed knowledge and best practices to marketers of all sizes and industries. Jay is the Founder of SubjectLine.com, the leading free subject-line rating tool, ranked in the top 1% of all websites worldwide. Having led SubjectLine.com through the testing of more than 15 million subject lines, Jay uses his knowledge to guide organizations across multiple industries on how to implement impactful email marketing. Jay is also the Founder of GURU Media Hub, which hosts the GURU conference, the world’s largest email marketing event, as well as other major marketing events that attract more than 50,000 attendees annually. His podcast, “Do This, Not That!: For Marketers,” is among the most popular in the United States and has been ranked #1 out of over 50,000 marketing podcasts in the entire country. Through his agency, Outcome Media, his team executes over 40,000 marketing campaigns annually for many of the world’s most iconic and successful brands. Jay has been named to Crain’s Top 100 Industry Leaders for 10 consecutive years and was inducted into the Hall of Fame at his alma mater, the University of Florida College of Journalism and Communications, in recognition of career excellence.

  • California (and now Virginia!) 2.0

    California (and now Virginia!) 2.0: CCPA, CPRA, and What Data Companies Need to Know Mar 25, 2021 | 61 min | Webinar 10 California (and now Virginia!) 2.0: CCPA, CPRA, and What Data Companies Need to Know Watch Preview $ Buy from $8 Watch Preview $ Buy from $8 Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Share Channel Info Subscribe $ Sign in Close Long-time data industry counsel Ken Dreifach and Tony Ficarrotta of ZwillGen will address how new state privacy legislation, particularly in California and Virginia, is likely to impact the data industry by imposing new, and sometimes restrictive, requirements on data collection, use and marketing. Presentation Sponsor cbsi Services At cbsi(tm), our primary mission is to produce a select range of need-driven, quality products and services that help organizations increase loyalty, generate revenue, and stimulate usage among their existing customers and target markets. We have been in business for more than 40 years helping nearly every bank in the world connect with their customers. Speakers Ken Dreifach Speaker Ken Dreifach is an ad tech/martech and e-commerce lawyer at ZwillGen, PLLC, a boutique law firm specializing in privacy, marketing, and internet laws. Ken advises clients on a range of strategic and legal issues involving data governance, privacy, and consumer marketing. Since 2000, he has served in a variety of high-profile roles across the data governance and privacy landscape, including as General Counsel of LiveRamp; Chief of the New York Attorney General's Internet Bureau, and a Board Member of the Network Advertising Initiative. Tony Ficarrotta Speaker Tony Ficarrotta’s practice focuses on representing clients on a variety of privacy and technology matters, with a particular focus on product counseling and providing practical advice about how to navigate the complex requirements of GDPR, CCPA, and industry self-regulatory requirements as they apply to digital marketing and advertising. Tony has experience counseling clients in a broad cross-section of industries, including digital advertising, financial services, software, and retail. Prior to joining ZwillGen, Tony was Counsel at the Network Advertising Initiative, the leading self-regulatory organization for digital advertising in the U.S.

  • Join the BOD | HVDMA

    Join the HVDMA Board of Directors and be part of a team of marketing experts shaping the future of the industry. Make an impact, network with professionals, and elevate your career. Join the HVDMA Board of Directors Are you passionate about marketing and eager to contribute your expertise to a dynamic and forward-thinking organization? Join the Board of Directors at HVDMA (Hudson Valley Direct Marketing Association) and be part of a team dedicated to driving education, fostering industry collaboration, and propelling marketing excellence. At HVDMA, we believe in the power of collective knowledge and collaborative efforts to shape the marketing landscape. As a member of the Board, you will work alongside a diverse group of accomplished professionals, leveraging your skills and insights to guide the direction of our association. Together, we aim to elevate marketing practices, empower professionals, and champion the growth and success of our members. Benefits of serving on the HVDMA Board of Directors: 1. Influence and Impact: Play a pivotal role in shaping the future of marketing by contributing your knowledge, experience, and ideas to steer HVDMA's initiatives and programs. 2. Networking Opportunities: Collaborate with a talented group of marketing experts, forging valuable connections and building relationships with industry leaders, influencers, and like-minded professionals. 3. Professional Development: Expand your skill set and gain valuable experience through active participation in board meetings, committees, and events/webinars. 4. Industry Recognition: Enhance your professional reputation by serving on the Board of an esteemed marketing association, establishing yourself as a thought leader and influencer in the field. 5. Community Engagement: Engage with the broader marketing community, contributing to HVDMA's outreach efforts, organizing events, and fostering a sense of camaraderie among marketing professionals. Join the HVDMA Board of Directors today and be part of a passionate, results-driven team dedicated to advancing the marketing industry. Together, we can create a brighter future for marketers everywhere. *Restrictions* Membership: To become a board member it is expected to be a past or present member for at least 1 year. Exclusivi ty: We kindly request that you do not hold another Board position at a different marketing organization while serving with us. This helps us ensure a dedicated focus on our mission. Commitment: Board members are expected to attend four annual Board of Directors meetings and join us for our delightful annual Holiday Party. Active Participation: We value active involvement from all members. To maintain the efficiency of our organization, we kindly request that you do not miss three or more consecutive committee or Board meetings. Employment Status: We welcome all employment statuses. If you are retired, we highly recommend considering our ambassador position. To apply, utilize the form at the bottom of this webpage. For any questions please email, hvdma@hvdma.org . Become an HVDMA Ambassador and Make a Meaningful Impact If you're passionate about supporting HVDMA but don't have the availability or inclination to become a Board of Director, we now offer an exciting opportunity to join as an HVDMA Ambassador. As an Ambassador, you'll collaborate with our Board Committees on project-based assignments, leveraging your expertise and skills to enhance our ability to serve the marketing community. While this position doesn't involve being a board director, Ambassadors play a valuable role by providing valuable assistance and guidance without voting privileges. Interested in becoming an HVDMA Ambassador? Apply Here. For any questions please email, hvdma@hvdma.org. Board of Directors Application We're thrilled that you're interested in joining the Board of Directors at HVDMA! As a member of our esteemed Board, you'll have the opportunity to make a significant impact on the marketing industry and help shape the future of the HVDMA. First name Last name Email Phone Applying for Select position Next BOD Application

  • Sponsorship | HVDMA

    Sponsorship Benefits Sponsor logo will be prominently displayed in all related promotions. A special mention of sponsor will be made before the start of the event. Recognition and thanks for sponsor's support will be announced at the event's commencement and conclusion. Sponsor company will be highlighted on HVDMA's social media platforms - LinkedIn, Facebook, Instagram, and Twitter. The sponsorship will be permanently linked to the webinar profile in our on-demand database. (Webinars only) Attendee list that includes the attendee's Name, Title, and Company. Sponsor logo will be displayed on all printed signs and name badges at In-Person events. One complimentary registration for an attendee at the In-Person Event. Sponsorship Current Sponsorship Opportunities Check out our current sponsorship opportunities below. Don't delay! Make your sponsorship purchase immediately before it gets snapped up by a competitor. Following your purchase, our dedicated fundraising team will initiate confirmation procedures and collect all essential information. We don’t have any products to show here right now. How Does HVDMA Utilize My Sponsorship Contributions? Sponsorship contributions made to HVDMA are channeled towards a plethora of initiatives that ultimately foster the growth and advancement of the marketing sector. These funds are focused on three main areas: Academic Scholarship Awards: We provide annual scholarships to deserving marketing students, helping to nurture the next generation of industry leaders. Recognition of Industry Professionals: Your sponsorship allows us to acknowledge and celebrate the outstanding contributions of marketing Founders and emerging Young Professionals. Developing Engaging Content: We produce relevant, stimulating content to enhance the skill set of marketers and further enrich the marketing community. Contributing to a sponsorship with HVDMA not only signifies a great return on investment due to our affordable one-time pricing, but it also allows you to have a direct impact in shaping the marketing industry's future. By aligning yourself with us, your organization will assist in fostering growth and innovation within the entire marketing community while simultaneously enhancing your own marketing objectives. Have any questions? Email us at Fundraising@hvdma.org Make a Donation to the Laura L. Smith Scholarship! You can support the Laura L. Smith Scholarship Awards by making a one-time donation. Any amount you give will make a difference, and with a contribution of $1,000, you can fully fund a scholarship. Your generosity ensures that the HVDMA can continue its scholarship program and strengthen our future in marketing! Laura L. Smith Scholarship Donation Leave a one-time donation First name Last name Email Enter the amount you wish to pay: $ Donate Thank you for helping us make a difference! Contact Us First name Last name Email Write a message Submit Thanks for submitting!

  • LinkedIn: The Most Powerful Free Business Tool Ever Created

    LinkedIn: The Most Powerful Free Business Tool Ever Created Feb 27, 2024 | 60 min | Webinar 31 LinkedIn: The Most Powerful Free Business Tool Ever Created Watch Preview $ Buy from $8 Watch Preview $ Buy from $8 Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Share Channel Info Subscribe $ Sign in Close LinkedIn is the most powerful free business tool ever created. But do you know how to maximize it? Is your profile robust and complete? Do you know the best ways to use it to connect with colleagues and leads? Risa Hoag, President of GMG Public Relations, will return to shed light on this powerful tool and ensure you have the latest tips to leverage LinkedIn and use it to your advantage. Join a unique place where you can easily connect with other members, speakers, and registrants! Here, interesting ideas flow freely as questions are asked and topics discussed - all while gaining valuable insights. Plus, it's the perfect spot for networking opportunities that may lead to something greater in your future. So hop on board now; join us today! Join Group! Complete Mailing Lists Complete Mailing Lists is a leading compiler of specialty data, including our market-leading & multi-sourced databases of occupations and professions enhanced with more than 400 demographics and lifestyle selects, allowing for endless targeted marketing possibilities. Sponsor Speaker Risa Hoag President of GMG Public Relations, Inc. Risa has more than 35 years of experience in public relations and marketing. Prior to founding GMG Public Relations in 1991, she was a Director of Public Relations with Ernst & Young with responsibility for media placement, writing feature articles and press releases, developing and coordinating special events, market research, and the design and placement of advertising. Risa has been active with numerous not-for-profit organizations. She is a co-founder and the current Vice President of the Greater Nanuet Chamber of Commerce. She is the Immediate Past President of the Rockland Business Women's Network (RBWN), a board member of the Rockland Community Foundation, and a board member of Meals on Wheels in Rockland and Chair of their annual gala. She held numerous board positions with the Westchester Association of Women Business Owners (WAWBO) over a fifteen-year period including President and twice received the organization’s President’s Award. She has also served as Vice President for the WAWBO Education Fund and for the Partnership For A Better Westchester, an organization she helped launch in 1997. She is a past Public Relations Chairperson for the Advertising Club of Westchester as well as a past Vice President of the Tappan Zee International Trade Association. She has served on the board of the Orange & Rockland Community Investment Committee, and recently chaired the Marketing and Communications subcommittee of the Clarkstown Business and Economic Development Advisory Committee. She has served as a mentor to Rockland Community College students and to female students through The Gerald P. Buccino Center for Leadership Development at Seton Hall University's Stillman School of Business. Risa is a member of the Public Relations Society of America and a recognized seminar leader, presenting numerous public relations, marketing and social media workshops. An accomplished business writer and source, Risa has appeared on several radio and television programs and has been quoted and featured in numerous national and local publications. She is a member of the 2018 Class of Leadership Rockland and was the recipient of the RBWN Service Woman of the Year Award in 2017. She has also been honored with the 2019 Lillian Vernon Award for Community Service from the Women’s Enterprise Development Center and she received a 2019 Distinguished Service Award from the County of Rockland for her dedication and Community Service. In 2022 she received the New York State Empire Award for her decades of support for small businesses and non-profits. Risa was asked in October of 2023 to sit on the National Small Business Association (NSBA) Leadership Council alongside other small-business advocates from across the country as they work to promote the interests of small business to policymakers in Washington, D.C.

  • Silent Auction | HVDMA

    Participate in the HVDMA Silent Auction and support the growth and advancement of the marketing sector. Your contributions fuel academic scholarships for budding marketers and recognize remarkable industry professionals. Silent Auction Donation Benefits Company logo will be prominently displayed with item on auction table Recognition and thanks for support will be announced with donation winner Company will be highlighted on HVDMA's social media platforms - LinkedIn, Facebook, Instagram, and Twitter. Company donation will be displayed on HVDMA Holiday Party Group. HVDMA's Annual Silent Auction Silent Auction Donation Opportunities We welcome a wide range of items, from unique experiences to coveted collectibles. If you're looking for donation ideas, please consider contributing via our Amazon wishlist. Your generosity will help us continue our mission and create opportunities for the next generation of professionals. Popular items include electronics, gift certificates, wine baskets, and event tickets. While we appreciate all donations, a value of $100+ is requested. Check out who already donated! To inquire, email us at fundraising@hvdma.org Check out our past 2023 Donations How Does HVDMA Utilize My Contributions? Silent Auction contributions made to HVDMA are channeled towards a plethora of initiatives that ultimately foster the growth and advancement of the marketing sector. These funds are focused on two main areas: Academic Scholarship Awards: We provide annual scholarships to deserving marketing students, helping to nurture the next generation of industry leaders. Recognition of Industry Professionals: Your donation allows us to acknowledge and celebrate the outstanding contributions of marketing Founders and emerging Young Professionals. Have any que stions? Email us at Fundraising@hvdma.org Gift a Laura L. Smith Scholarship! You can support the Laura L. Smith Scholarship Awards by making a one-time donation. Any amount you give will make a difference, and with a contribution of $1,000, you can fully fund a scholarship. Your generosity ensures that the HVDMA can continue its scholarship program and strengthen our future in marketing! Laura L. Smith Scholarship Donation Leave a one-time donation First name Last name Email Enter the amount you wish to pay: $ Donate Thank you for helping us make a difference! Contact Us First name Last name Email Write a message Submit Thanks for submitting!

  • Founders Award | HVDMA

    Robert Sawyer Founders Award This award was named in honor of Robert (Bob) Sawyer, an original founder of the HVDMA. HVDMA presents this award annually to an individual who has contributed in an exceptional way to the professionalism of the direct marketing industry and the development of the HVDMA. 2024: Chris Ragusa, Estee Marketing Group 2023: Lori Badman, LB Marketing Services 2022: Christine Pelczar, Rickard Squared 2021: Ken Kraetzer, cbsi Services 2020: Mark Rickard, Rickard Squared 2019: Jeff Kobil 2018: Richard Vergara 2017: Michael Feldstein, Boardroom 2016: Margaret O'Halloran, ProCirc 2015: Sheryl Benjamin, Lake Group Media 2014: JoAnne Monfradi Dunn, Alliant 2013: John LaGreca, Federal Direct 2012: Lauretta Harris, Write Communications, Inc. 2011: Joe Furgiuele, Furgiuele & Company, Inc. 2010: Amy Altmann, Boardroom, Inc. 2009: Rich Mercado, Rich Direct 2008: Laura L. Smith, RMI Direct Marketing 2007: Brian Kurtz, Boardroom Inc. 2006: Helen Hoart, Staywell Consumer Health Publishing 2005: Martin Stein, RMI Direct Marketing Inc. 2004: Marty Edelston, Boardroom, Inc. 2003: Bob Sawyer, Sawyer Direct 2002: Leon Henry, Leon Henry, Inc.

  • The ACMA's Efforts on Behalf of Your Bottom Line

    For 15 years, the ACMA has been the e-commerce/catalog/direct industry's "little engine that does." Historically under-financed and under-supported, the ACMA has nevertheless accomplished numerous "wins" for this crucial industry. ACMA's President & Executive Director Hamilton Davison will detail what this vital organization has been working on of late, what its goals are for the membership, and why it's so important that you and/or your clients support it. Among others matters. The ACMA's Efforts on Behalf of Your Bottom Line Aug 18, 2022 | 55 min | Webinar 22 The ACMA's Efforts on Behalf of Your Bottom Line Watch Preview $ Buy from $8 Watch Preview $ Buy from $8 Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Share Channel Info Subscribe $ Sign in Close For 15 years, the ACMA has been the e-commerce/catalog/direct industry's "little engine that does." Historically under-financed and under-supported, the ACMA has nevertheless accomplished numerous "wins" for this crucial industry. ACMA's President & Executive Director Hamilton Davison will detail what this vital organization has been working on of late, what its goals are for the membership, and why it's so important that you and/or your clients support it. Among others matters. Presentation Complete Mailing Lists LLC CML offers hundreds of specialty Business and Consumer mailing lists that fulfill your most challenging postal, email, and telemarketing needs. Our unique, multi-sourced databases of occupations and professions are enhanced with more than 400 demographics and lifestyle selects, allowing for endless targeted marketing possibilities. Complete Mailing Lists brings you the best of compiled and response mailing lists. Sponsor Speaker Hamilton Davison Speaker Hamilton Davison is the President & Executive Director of the American Catalog Mailers Association (ACMA), a group he co-founded in 2007 when postage increased for catalog mailers. Since then, Davison’s actions with ACMA have led to far more moderate postage for catalogs. He works closely with the U.S. Postal Service and Postal Regulatory Commission to educate and inform officials about the catalog business model, incentives for greater mail volume, and the role of catalogs in shaping consumer perceptions of mail.

  • 2023 Fall Networking Event

    2023 Fall Networking Event September 20th, 2023 Get your networking game on this fall with #HVDMA! Join us and reconnect with familiar faces while forging new professional relationships. Enjoy appetizers and two complimentary drinks as you share stories, ideas, and plenty of laughter. We're thrilled to be back in person and can't wait to see you! DSA Direct, LLC DSA Direct, LLC is a direct marketing agency with over 30 years of experience providing firms with customer acquisition solutions, targeted audiences, database solutions, and revenue streams by monetizing customer contacts. Our expertise will guide you through the process to achieve your marketing goals. DSA embraces your marketing objectives and focuses on your success. Contact them today! Sponsor

  • Demystifying Location Data

    Who would have ever thought an entity like the US Postal Service would be under attack by Congress? Who would ever have thought that a presidential race could become so emotionally charged? What do all the headlines from Washington mean for direct to consumer and direct to business marketers? ACMA President &  Executive Director Hamilton Davison will lay out how you might relate to these changes for your own business. Demystifying Location Data Oct 28, 2021 | 57 min | Webinar 17 Demystifying Location Data Watch Preview $ Buy from $8 Watch Preview $ Buy from $8 Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Share Channel Info Subscribe $ Sign in Close If you have ever used location data, want to know what location data is, or would like to understand more about practical uses for location-based data this session is for you. Demystifying Location Data will be a live moderated q & a style session that explains what location data is and how to utilize it – no questions will be left on the table. Please join us for about an hour to enhance your knowledge of what location data is and what it means to you as a marketer. Presentation Speakers Heather Winnicki Mateus Moderator Data-driven solutions are my passion. Crafting products and solutions out of seemingly disparate information to drive engagement is my forte. In my free time, you can find me hanging with my family, hiking, cooking, gardening, at the beach, or dancing! Stewart Sullivan Speaker A digital advertising executive with over 10 years of experience in campaign management, software, and programmatic sales, customer relationship management, and partnership growth. Currently managing operations for Drako Media Group, a location data company / programmatic trading desk located in Montreal.

  • Master Class: How to K.A.R.E. for your Business in 2021 Part 1

    Master Class: How to K.A.R.E. for your Business in 2021 Part 2 Mar 11, 2021 | 60 min | Webinar 9 Master Class: How to K.A.R.E. for your Business in 2021 Part 2 Watch Preview $ Buy from $8 Watch Preview $ Buy from $8 Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Embed Video Link Copied Share Channel Info Subscribe $ Sign in Close K.A.R.E = Keep. Attain. Recapture. Expand | For part two of this masterclass, Rob Fishman will discuss the four essential business building blocks of revenue in your company. Using the KARE model, Rob will discuss client retention strategies (KEEP), how to prospect more effectively (ATTAIN), how to win back inactive or former clients and customers (RECAPTURE), and a way to grow accounts organically that have the potential to do more (EXPAND). Presentation Path2Response Path2Response is a co-operative database designed to leverage real-time digital data and technology to help companies and nonprofit organizations to find new direct mail customers and donors. Sponsor Speakers Rob Fishman Speaker Drawing on over 35 years of business ownership, Rob Fishman is a partner and owner of Sandler Training of Hauppauge, a Long Island-based company that focuses on executive leadership, sales management, and the sales process. He has coached, trained, and mentored sales and sales management teams, as well as executive leadership on the Sandler systems and team-building to help his clients extract the growth and profitability they are seeking.

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