YOU WON't WANT TO MISS IT
Join us at our first-ever user conference for an invaluable learning experience with experts from across several industries, organized into tracks tailored to Firm Owners, Admin & Financial, Sales Reps, and Marketers.
Return home with deep and newfound expertise. Use new relationships with peers to accelerate your business to new heights.
- 4:00 PM: Hotel Check-In
- 6:00 PM – 8:00 PM: Welcome Hospitality & Cocktails
- 7:30 AM – 8:30 AM: Breakfast
- 8:30 AM – 8:40 AM: Welcome and Meeting Overview
- 8:40 AM – 9:20 AM: The Fabric Vision + Roadmap
- 9:20 AM – 10:00 AM: Keynote Speaker
- 10:00 AM – 10:30 AM: Break
- 10:30 AM – 12:00 PM: Breakout Sessions by Track
- Owners: Sales Performance Management, Best Practices for Team Adoption
- Admin & Finance: Compensation Planning for the Sales Team, CRMSync – What Can be Configured Today
- Sales & Mktg: Expert Use of Activity Journals, Building Leads with Contact Segmentation
- 12:00 PM – 1:00 PM: Lunch
- 1:00 PM – 2:30 PM: General Sessions
- Manufacturer Data: Why They Ask and How to Win (Scott Stockham)
- The Decline of Face-to-Face Selling (Bryan Shirley)
- Your Brand and LinkedIn (Ryan Rhoten)
- 2:30 PM – 3:00 PM: Break
- 3:00 PM – 4:30 PM: Breakout Sessions by Track
- Owners: Brand Story Development of a Rep Agency, How to Hire the Right Salespeople and Onboard Them
- Admin & Finance: Deep Dive into Reports, Creating Plans and Forecasts
- Sales & Mktg: Using Sync Plus: Contacts, Calendars, Tasks, Logging, Email Campaigns: How To, Why, and Efficacy
- 4:30 PM – 5:15 PM: Optional Sessions on ISQuote and Oasis Integration
- 6:00 PM – 8:30 PM: Conference Reception
- 7:30 AM – 8:30 AM: Breakfast
- 8:30 AM – 10:10 AM: General Sessions
- 10:10 AM – 10:30 AM: Break
- 10:30 AM – 12:00 PM: Breakout Sessions by Track
- Owners: Operationalizing Your Company Goals, Compensation Planning for the Sales Team
- Admin & Finance: Sales Funnel Development and Translation to CRM Workflows, Managing Your Data Health
- Sales & Mktg: Beginner Mobile App Usage and Best Practices, OSRs and ISRs Working as a Team in Repfabric
- 12:00 PM – 1:00 PM: Lunch
- 1:00 PM – 2:05 PM: General Sessions
- 2:05 PM – 2:30 PM: Break
- 2:30 PM – 4:45 PM: Breakout Sessions by Track
- Owners: CRMSync: Networking Opportunities to Facilitate Quicker CRM Integrations, Maximizing Employee Time Efficiency, Merger and Acquisition of Rep Firms, Customer Feedback
- Admin & Finance: Working Session on Contact Sync, Expert Sales and Commission Tracking
- Sales & Mktg: Manufacturer Reporting: Maximize Your Value and Retain/Grow Your Lines, Reporting: Living Reports, Sales Reports, Power BI, Brand Story Development of a Rep Agency
- On Your Own to Explore and Enjoy the Tampa Bay Area!
- 7:30 AM – 8:30 AM: Breakfast
- 8:30 AM – 10:00 AM: Breakout Sessions by Track
- Owners: Manufacturer Reporting: Maximize Your Value and Retain/Grow Your Lines, How to Get Great Data from Your Manufacturers
- Admin & Finance: Commission Import Mapping, Sub Tables
- Sales & Mktg: Top Technology Tips and “Secrets” for Sales Professionals, Customer Feedback
- 10:00 AM – 10:20 AM: Break
- 10:20 AM – 11:20 AM: Closing Keynote
- 11:20 AM – 12:00 PM: Conference Wrap-Up
Note that this schedule is preliminary and subject to change.
SESSION TOPICS at-a-glance
Firm Owners
- How to Hire the Right Sales People
- Maximizing Employee Time Efficiency
- Mergers and Acquisitions of Rep Firms
- Compensation Planning for the Sales Team
- Brand Storytelling of a Rep Agency
- Operationalizing Your Company Goals
- Sales Performance Management
- Best Practices for Team Adoption
- Using CRMSync to Integrate with Manufacturer CRMs
- How to Get Great Data from Your Manufacturers
Admin & Finance
- Compensation Planning for the Sales Team
- Expert Sales and Commission Tracking
- Managing the Health of Your Data
- Creating Plans and Forecasts
- Reports: A Deep Dive
- What Can Be Configured Today with CRMSync
- Building Time-Saving Workflows
- Working Session on Contact Sync
Sales & Marketing
- Top Tech Tips & Secrets for Sales Pros
- Brand Story Development of a Rep Agency
- Living Reports, Sales Reports, Power BI
- Manufacturer Reporting: Why They Ask
- Expert Use of Activity Journals
- OSRs and ISRs Working as a Team
- Building Leads with Contact Segmentation
- Using Sync Plus for Contacts, Calendars, Tasks, Logging
- Email Campaigns: How, Why, and Efficacy
- Beginner Mobile App Usage and Best Practices
expert insights
Inspiring people with creative collaboration, Bryan excels at bringing teams to significantly higher levels of efficiency, productivity, and success. A must-see on stage, Bryan has been presenting since 1992 to various associations, sales organizations, manufacturers, and manufacturers’ trade associations. His high energy and open approach encourages all participants to engage with solid candor. He continues to explore new and fascinating methods for the ultimate goal— to boost sales.
Bryan is a visiting professor at the University of Texas-Austin teaching a four-hour course on Motivational Compensation for Outside Sales for CPMR - the Certified Professional Manufacturers’ Representatives program and teaches the Manufacturers’ Best Practices course for MRERF. He is published in various industries’ sales and trade journals.
To see some of the topics Bryan presents, visit his website.
BRYAN'S SESSIONS
- The Decline of Face-to-Face Selling
- Compensation Planning for the Sales Team
- Merger and Acquisition of Rep Firms

With a background in technology and over 35 years of business experience, Steve has shared technology and time management tools, techniques, and tips with thousands of professionals across the country. His speaking, training, and coaching has helped many organizations increase their employees’ “Technology IQ” and supercharge their personal performance. Steve has led a 86 person independent sales team for a major manufacturer and has worked with well over 150 manufacturing representative firms over the past fifteen years. His proven ability to leverage technology (including apps, desktops, laptops, and mobile devices) is of great value to anyone in need of greater sales, marketing and/or productivity results. Visit TurnerTime's website to learn more about their time-saving strategies.
STEVE'S SESSIONS
- Why is Your Employees' Technology Productivity Quotient (TPQ) important and how do you raise it?
- Top Technology Tips & “Secrets” for Sales Professionals
- Microsoft 365 Technology Best Practices
- Google Workspace Technology Best Practices

Shawn Finder grew up as one of North America’s top tennis players, traveling around the world and competing on the big stage. However, at age 23 he had to decide between becoming a professional tennis player or get an MBA from one of Canada’s highest-ranked schools.
An entrepreneur at heart, Shawn entered the entrepreneurial world at 24 by importing packaging from Asia and selling to top cosmetic retailers in North America. By the age of 28, he already sold his first business. In 2013, Shawn launched his first SAAS project called ExchangeLeads, which helps companies build quality lists for outreaching new sales prospects.
In early 2018, Shawn parlayed ExchangeLeads into his second venture called Autoklose, a sales automation platform that is used by thousands of sales professionals around the world. Autoklose & ExchangeLeads were both acquired in 2020 by VanillaSoft.
SHAWN'S SESSION
- Email Campaign Best Practices to Increase Your Conversion

For over 30 years, Charlie Hauck has been passionate about assisting his clients become the most productive and profitable versions of themselves professionally and personally. By developing strong working relationships with individuals, teams, and companies he has been able to offer personalized coaching and support that creates more efficient and effective processes for salespeople, sales managers, and executives. His high contact engagements allow clients to fully grasp and implement his proven methods to create and maintain good habits, tactics, and beliefs.
Growth Dynamics is a “nondenominational” company with a proven track record of working with manufacturing, manufacturing reps, distribution, technology, payroll, and other industries. Learn more about Charlie and Growth Dynamics on their website, and be sure to listen to their weekly podcasts for a refreshing take on business development success, personal growth, and work-life balance.
CHARLIE'S SESSIONS
- Selling from the No
- How to Hire the Right Sales People

Most companies waste an enormous amount of money on marketing, but not for the reasons you think. From ads to brochures to websites and conference banners, the single biggest mistake companies make is with their messaging. Specifically, they talk too much about themselves and not enough about their customers. But it's not your fault. Marketing used to be a one-way street. Like a billboard on the highway, you'd tell customers what you wanted them to know. Today, however, like sales, marketing is more about having meaningful conversations that often start online.
At The Distilled Brand, we understand how hard it is to tell your story online in a way that compels prospects to engage. We're on a mission to change that by helping companies create clear messaging that connects with their target market and aligns their teams so you stop wasting money on marketing.
RYAN'S SESSIONS
- Growing Your Brand on LinkedIn
- Brand Storytelling Development for Rep Agencies
