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Strategic Planning for Specialty
Sales and Marketing Organizations
2002 IMDA Annual Management Conference
and Manufacturers Forum
Omni Tucson National Golf Resort and Spa
Tucson, AZ
June 19-22, 2002
Conference Information:
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Conference Brochure
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Registration Form
| Wednesday,
June 19, 2002 |
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| 5:00 - 7:00pm |
Registration |
| 7:00 - 9:00pm |
Reception |
| Thursday,
June 20, 2002 |
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| 8:00 - 9:30am |
Strategic planning for the person
wearing many hats, like you. Ron Stephenson.
As a business owner, you’re responsible for thinking ahead and
guaranteeing the success of your company’s future. But as a small-business
owner, you’re probably involved in plenty of day-to-day activities too.
Perhaps you’re making sales calls, checking inventory levels or
monitoring accounts receivable days outstanding. The challenge is to
keep a long-range focus while dealing with short-term issues. In this
kickoff session, distribution expert Ron Stephenson will show you how to
do just that. You’ll identify key issues affecting your business and
those of other specialty distributors, as well as:
- How to set goals and move them forward.
- How pricing, customer mix and product mix can affect your plans.
- How to gauge the impact of major industry issues on your business.
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| 9:30 - 9:45 |
Break
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| 9:50 - 10:50 |
The dollars and cents of your
strategic plan (Part 1). Ron Stephenson
You’ve learned about the importance of
strategic planning, and you’ve even established some goals for your
business. Now you have to decide what kind of financial changes, if any,
you must make in order to bring your goals to fruition. In this session
(as well as Part 2), you will learn to analyze:
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The financial drivers of your business today.
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The financial drivers you'll need to
bring your company into the future.
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How to monitor your progress.
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| 11:00 - 12:00 |
Specialty breakouts
By popular request, IMDA continues a
tradition begun at last summer’s Annual Conference. IMDA members will be
grouped by specialty and, with the help of a facilitator, they will
network and exchange ideas with their peers. Depending on how the
discussions are going, they will flow into lunch. A great opportunity to
strengthen old friendships and form new ones!
(Closed to manufacturers.)
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| 12:00 - 1:00pm |
Lunch
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| 1:00 - 2:00 |
The dollars and cents of your
strategic plan (Part 2).
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| 2:00 - 2:20 |
Break
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| 2:20 - 3:20 |
Does your company need a board of
directors? Jeff Beischel.
Perhaps your family-owned company has done just fine without a formal
board of directors. But many businesses have found that an outside board
increases accountability and offers a fresh perspective on your market,
your industry and your future. Joining IMDA members is Jeff Beischel,
CEO of The Brewer Company, a family-owned manufacturer of medical
furniture in Menomonee Falls, WI. Beischel is a non-family member who,
together with an outside board of directors (including Ron Stephenson),
runs the company. He’ll talk about his experiences in this position, and
how you can apply it to your business.
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| 3:20 - 4:15 |
Dealer Advisory Panels: The
Manufacturer’s ‘Outside Board’
IMDA members know that they are the “eyes and ears” of their
manufacturer partners. They know the market, they know the customers,
they know the technologies. Smart manufacturers tap into all that
knowledge by forming dealer advisory panels. In this session, one
manufacturer tells how his company uses a dealer advisory panel to help
him make strategic decisions about the future. IMDA members can take
this information and pass it on to their vendors as well!
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| 4:15 - 4:45 |
The Law and You.
Mitchell Kramer.
IMDA Legal Counsel Mitchell Kramer fills you in on recent legal
developments that could affect you and your business.
(Closed to manufacturers.)
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| 5:00 - 7:00 |
Manufacturers
Forum
The industry’s only meeting place for manufacturers of innovative
medical devices and specialty sales and marketing organizations! An
opportunity to learn about new technologies and opportunities in a
relaxed setting. Last year’s Forum was IMDA’s most successful. Don’t
miss the 2002 edition!
Click here for more information on the Forum. |
| Friday,
June 21, 2002 |
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| 7:45 - 9:45am |
TEC: Your ‘Informal Board of
Directors.’
Several IMDA members regularly tap into the planning experience of
executives and business owners outside the medical specialty
distribution business through an organization called TEC International.
Founded more than 40 years ago, TEC brings together on a monthly basis
small groups of CEOs and senior executives from multiple industries to
talk about their businesses. These monthly meetings feature dynamic
speakers as well as frank exchanges among non-competing members. In
fact, TEC calls itself an “informal board of directors.” For the IMDA
Conference, TEC has generously offered the services of one of its most
popular speakers, as well as a representative to tell you more about the
organization.
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| 9:45 - 10:00 |
Break
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| 10:00 - 11:45 |
Implementing Your Strategic Plan.
Ron Stephenson
Having identified on Day 1 of the
Conference some of the key issues affecting our businesses and our
industry, IMDA members – with guidance from Professor Stephenson –
formulate action plans to move forward. This highly interactive session
will give you a chance to:
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Learn how to work with others to solve
business challenges.
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Balance theoretical goals with
hard-and-fast market and financial facts.
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Walk away with concrete plans for your
business!
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| 11:45 |
Adjourn
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| 6:00pm |
Dinner
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| Saturday,
June 22, 2002 |
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| 8:00 - 9:00am |
IMDA Business Meeting
Your chance to voice your opinion about
IMDA, its activities, and its role as your association.
(Closed to manufacturers.)
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| 9:00 - 10:00 |
Preparing for the worst.
Mitchell Kramer
Strategic planning demands that you be prepared for adversity: a
natural disaster (fire, flood, earthquake), an act of malice (computer
fraud or tampering) or adverse economic developments (government
legislation, loss of a major vendor, loss of a star sales rep, etc). Do
you know how you would respond to any of these? IMDA Legal Counsel
Mitchell Kramer leads a panel of IMDA members who share how they turned
adversity into opportunity. Member panels are always one of the most
highly anticipated features of IMDA conferences. This one won’t
disappoint!
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| 10:00 - 12:00 |
Wrapup by Ron Stephenson |
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