2013 industr y summit working without a net?€¦ · the theme for this year’s industry...

2 0 1 3 I N D U S T R Y S U M M I T

REGISTER ONLINE AT WWW.PTDA.ORG/SUMMITREGISTRATION REGISTER BY AUGUST 2 AND SAVE $100

WORKINGWITHOUTA NET?

OCTOBER 3-5J.W. MARRIOTT

DESERT SPRINGS

PALM DESERT, CALIF

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POWER TRANSMISSION DISTRIBUTORS ASSOCIATION2 0 1 3 I N D U S T R Y S U M M I T

There is still much uncertainty in the business environment. Our planning for the future of our businesses can seem like it’s done in the dark, without any real backup for why we’re making the decisions we do. It’s as if you are walking along a tightrope, blindfolded, without a net. The theme for this year’s Industry Summit—“Working Without a Net?”—refl ects how, despite all of the communications bombarding us daily, it takes collaboration to fi nd the right information to move your company forward. Fortunately for those in the power transmission/motion control distribution channel, the PTDA Industry Summit offers you a support net through the extensive opportunities to discuss business issues and develop innovative solutions.

On average, more than 550 delegates—the industry’s top executives representing 240 companies—will network and conduct business at this year’s Industry Summit. In addition to being a cost-effi cient and powerful connection hub, the emphasis on current events and economic trends can provide you with the net you need to be more secure in your plans for your business moving into 2014 and beyond.

If you’re “Working Without a Net?,” come to the Industry Summit to fi nd solid ground.

Register Today!

J.W. MARRIOTT DESERT SPRINGS RESORT2013 INDUSTRY SUMMIT HOTEL

There’s a reason why PTDA has selected this property four times as the host for the Industry Summit—it’s beyond magnifi cent! The J.W. Marriott Desert Springs Resort fulfi lls all of the requirement for the perfect Industry Summit: comfortable meeting facilities, business-oriented services and personal amenities that make your business trip a vacation.

You won’t believe you’re in a desert when you fi nd yourself among the streams, waterways and picturesque lake at the J.W. Marriott Desert Springs Resort. This playground, fi lled with exotic birds and lush landscaping, features serene boat cruises to fi ne dining venues, championship Ted Robinson-designed golf courses and a state-of-the-art spa. The newly renovated guest rooms will rejuvenate you after a day packed with critical business meetings.

More about hotel reservation information is included on page 13. Make your reservation at www.ptda.org/SummitHotelReservation.

WORKINGWITHOUTA NET?

Follow us on Twitter @PTDAorg and Tweet using #PTDA13IS

“Since attending for the fi rst time in 2007, I have used

the information I received at the Industry Summit to become more

proactive with planning our future, I believe with great success.”

ROGER WIEDERHOLDPRESIDENT

HOUSTON BEARING & SUPPLY CO., INC.

Register online at www.ptda.org/IndustrySummit 3

P T D A 2 0 1 3 I N D U S T R Y S U M M I T

SCHEDULE OF E V ENTS

WEDNESDAY, OCTOBER 2

G 8:00 a.m. - 12:00 p.m. PTDA Foundation Board of Trustees Meeting Page 12

G 12:00 - 1:00 p.m. Volunteer Recognition Lunch Page 12

G 1:00 - 5:00 p.m. Committee/Manufacturer Council Meetings Page 12

THURSDAY, OCTOBER 3

N 7:00 a.m. - 12:30 p.m. PTDA Foundation Golf Outing (optional event with separate fee) Page 6

S 10:00 a.m. - 12:00 p.m. Spouse/Companion Bunco Page 11

G 12:30 - 5:00 p.m. PTDA Board of Directors Meeting Page 12

N 4:30 - 7:00 p.m. Motion Control Showcase Page 6

S 6:00 - 7:00 p.m. Spouse/Companion Reception Page 11

N 6:00 - 7:00 p.m. First Timer Event Page 7

N 7:00 - 9:30 p.m. Welcome Reception Page 7

N 9:30 - 11:30 p.m. Next Gen After-Party Page 7

FRIDAY, OCTOBER 4

N 7:00 - 8:00 a.m. Welcome Breakfast

E 8:00 - 9:30 a.m. Keynote: Principles of Sales Greatness with Jeffrey Gitomer Page 4

E 10:00 - 11:30 a.m. Concurrent Workshop Sessions Page 5

• Marketing Strategy and Tactics for Uncertain Times • The Market-Driven Sales Force • Attract the Best, Repel the Rest: How to Create a Magnetic Culture

S 10:00 a.m. - 12:00 p.m. Spouse/Companion Walk & Lunch Page 11

G/N 11:45 a.m. - 1:30 p.m. Annual Business Meeting followed by Networking Lunch Pages 12 & 7

E 1:30 - 3:00 p.m. Concurrent Workshop Sessions Page 5

• Marketing Strategy and Tactics for Uncertain Times • The Market-Driven Sales Force • Attract the Best, Repel the Rest: How to Create a Magnetic Culture

N 3:30 - 4:45 p.m. Distributor Forum & Manufacturer Forum Page 8

N 5:00 - 7:00 p.m. On-site manufacturer hospitalities may begin

N 7:00 - 9:00 p.m. Transportation to off-site manufacturer hospitalities may begin

N 7:00 - 9:00 p.m. DineAround (off-site) Page 8

SATURDAY, OCTOBER 5

Breakfast on your own

N 8:30 a.m. - 12:30 p.m. MD-IDEX Pages 8-9

S 9:00 a.m. - 1:00 p.m. Spouse/Companion Tram Tour & Lunch Page 11

N 12:30 - 1:15 p.m. Networking Lunch Page 7

E 1:15 - 2:30 p.m. Keynote: The Beaulieu Report with Alan Beaulieu Page 4

N 2:45 - 3:45 p.m. Next Gen Roundtables Page 10

N 6:00 - 9:00 p.m. PTDA Circus Carnivale Page 10

E=Educational Events G=Governance Events S=Spouse/Companion Events N=Networking Events

Follow us on Twitter @PTDAorg and Tweet using #PTDA13IS 4

FRIDAY, OCTOBER 48:00 TO 9:30 A.M.

PRINC IPLES OF SALES GREATNESSJeffrey GitomerAuthor, Presenter, Trainer

Author of The Little Red Book of Selling, among many books, Jeffrey Gitomer is well-known around the world for his “blustery” style and no-nonsense approach to sales. He is the founder and president of TrainOne, Inc., which provides classroom and online training in sales, customer loyalty, and personal development.

Jeffrey’s keynote will be customized specifi cally for our business and will cover such topics as:

• The difference between selling a commodity and selling value

• How to differentiate from your competition

• How to create real, long lasting relationships

• Using the voice of your customer as an additional sales person

• Staying in touch (and top of mind) with your customers on a weekly basis

• Becoming an expert on safety in the workplace

• How to overcome price objections


KEYNOTE SPEAKERS

SATURDAY, OCTOBER 51:15 TO 2:30 P.M.

THE BEAUL I EU REPORTAlan BeaulieuFounder and President, Institute for Trend Research

Back yet again by popular demand, Alan Beaulieu’s economic insights are the consummate net we all seek! Alan’s report on trends and forecasts can help you align your business plan to marketplace realities. PTDA members who have heeded Alan’s past Industry Summit presentations—and adjusted their plans accordingly—can attest to value of his forecasts. No other economist presents market signals of the business cycle in a more straightforward—or humorous—style.

Alan will examine key economic indicators, industrial production highlights, consumer trends and economic developments in the global marketplace. He’ll provide specifi c management objectives to guide you through the next few years. You’ll gain the information you need to make decisions for 2014 and beyond with confi dence!

“Gitomer’sLittle Red Book of

Selling is awesome and hysterical - and makes perfect

sense. I’m psyched that he’s our keynote and can’t wait to hear

him again…he gets me fi red up!”TERRY KNIGHT

DIRECTOR STRATEGIC SALES & BUSINESS DEVELOPMENT

SKF USA, INC.


FRIDAY, OCTOBER 4Concurrent sessions are offered from 10:00 to 11:30 a.m. and again from 1:30 to 3:00 p.m.

MARKET ING S TRATEGY AND TACT ICS FOR UNCERTA IN T IMESJonathan Bein, Ph. D., Managing Partner, Real Results Marketing

The most successful distributors and manufacturers expect marketing to be a profi t center. Marketing does more than create collateral; it systematically generates new customers and increases margin. In this workshop, you will learn practical approaches for marketing that generate profi table sales—impact, not just noise—when business conditions are uncertain. Specifi c topics include:

• How to grow wallet-share and margins with existing customers through cross selling and retaining your best customers

• How to use analytics to acquire new customers and why on-boarding new customers is the essential fi rst move

• Effective use of e-commerce, direct response marketing and pro-active inside sales as a complement to fi eld sales

• Why most “me too” messaging and positioning is wasted, and what marketing can do to make you stand out in a crowd

• Why pricing is essential to both short-term and sustainable long-term bottom line profi ts and what are the essential elements of a great pricing strategy

THE MARKET-DR I V EN SALES FORCESteve Deist, Partner, Indian River Consulting Group

Are you a top executive or sales manager asking yourself: “How can I get my sales group to just do what I want them to do?” The answer is usually not more training, new iPads with CRM software, or tweaks to the commission plan. The right approach is to deploy your sales and marketing resources strategically, based on market opportunities. This session will show the steps you can take to move from a diffuse, self-directed sales force to one that is management-directed and market-driven.

Two forces are driving a fundamental rethink in distributor sales. First, there is the “push” of grim market realities. In our “new normal” economy, companies face slowing or declining revenue, high selling expenses and a tenured sales force that is resistant to change. The second force is the “pull” of new technology. Distributors’ customers are taking control of the sales process and information fl ow. They are embracing social, local and mobile technologies (known collectively as “SoLoMo” by the digerati). This transformation opens new doors for distributors in areas such as customer acquisition and development, lower cost sales channels and optimizing service delivery.

This session will explain these twin forces and help you draw important implications for your own organization. It is based on extensive real world experience of what works—and what doesn’t—in distribution sales organizations.

ATTRACT THE BEST, REPEL THE REST: How to Create a Magnetic CultureMel Kleiman, President, Humetrics

As counterintuitive as it may seem, when unemployment soars, recruiting top notch employees at every level is more of a challenge because desperate applicants do desperate things and star employees quit looking for jobs.

Rather than trying to convince great employees that your company is a great place to work, it is by far easier to hire great employees who want to come to work for you. And the best way to get them to do that is to create a magnetic culture. Shape a positive work environment today, and you’ll be able to keep the good employees you have as well as attract and hire even more just like them with ease.

Key learning outcomes include:

• How to create a magnetic culture that attracts the best and repels the rest

• Why you need to put employees fi rst and clients second

• The fi ve keys to becoming an “employer of choice”

• How to make the best hiring decisions

• The seven “R’s” and one “C” of employee engagement

The material in this workshop is presented under an agreement with Mel Kleiman who holds the copyright to the material.


KEYNOTE SPEAKERS


THURSDAY, OCTOBER 3TEE-OFF AT 7:00 A.M (SHOTGUN START)

PTDA FOUNDAT ION GOLF OUT ING AT THE PALM COURSE

Invite your own foursome!

Select Option 1: Foursome greens fees on the registration form on page 15, and list the names of the individuals you have confi rmed will be playing with you.

Foursome greens fee: $1,000 (invite your own foursome)

Individual greens fee: $200 (foursome will be assigned)

Club rental: $80

Set against the towering backdrop of the Santa Rosa Mountains, the Palm course was designed by acclaimed architect Ted Robinson, “King of Waterscapes.” Located on the grounds of the J.W. Marriott Desert Springs, the course is spectacular. With wide fairways and sculpted greens, you’ll enjoy the view as much as the game!

The greens fee includes a cart and range balls. All proceeds from this fundraising event benefi t the PTDA Foundation’s Industrial Careers Pathway® (ICP) initiative. For golf outing sponsorship opportunities, visit www.ptda.org/GolfSponsor for details and to download the sponsorship form.

New for 2013: Support the PTDA Foundation and appease your competitive spirit! Tickets for four of the contests on the course (longest drive, closest to the pin, casino hole and beat the pro) can be purchased as a package for $20 when you register for the outing. See the registration form for more information.

THURSDAY, OCTOBER 34:30 TO 7:00 P.M.

MOT ION CONTROL SHOWCASEA must-attend event, the Motion Control Showcase unveils the latest precision motion control hardware with live demonstrations by manufacturers seeking partners in bringing these products to market. The tabletop Showcase provides an opportunity to collaborate with manufacturers on the cutting-edge in creating solutions for your customers.


NETWORK ING

PTDA manufacturer member companies wishing to reserve a table to exhibit their motion control products in the Motion Control Showcase should contact Brenda Holt at +1.312.516.2100 or [email protected] for information about table reservations.


THURSDAY, OCTOBER 3 6:00 TO 7:00 P.M.

F I RS T-T IMER EV ENTIf this is your fi rst PTDA Industry Summit, you’re invited to connect with seasoned experts who will help you navigate the Industry Summit with tips, insights and advice about how to get the most out of your time in Palm Desert. Arrive early as the event begins right at 6:00 p.m. Be sure to identify yourself as a fi rst-timer on the Industry Summit registration form.


NETWORK ING


WELCOME RECEPT IONReconnect with friends and get to know new colleagues in this energizing kick-off to the Industry Summit. Great conversation, plenty of sumptuous hors d’oeuvres and drinks on the house—all the makings of a successful event!


NEXT GEN AF T ER PART YIf you’re 40 or younger, the party doesn’t stop with the Welcome Reception! Stop by to enjoy drinks with other PTDA Next Generation members—and add future leaders of the power

transmission/motion control industry to your business network. Be sure to identify yourself as Next Generation on the Industry Summit registration form.

FRIDAY, OCTOBER 4: 11:45 A.M. TO 1:30 P.M.SATURDAY, OCTOBER 5: 12:30 TO 1:15 P.M.

NETWORK ING LUNCHESEnjoy lunch while you network across the channel with your fellow power transmission/motion control colleagues.


SATURDAY, OCTOBER 5 8:30 A.M. TO 12:30 P.M.

MD- IDEX : MANUFACTURER-D I S TR IBUTOR ID EA EXCHANGEIt takes a circus-worthy balancing act to effectively manage your relationships with your channel partners. MD-IDEX provides you with four hours of dedicated time to meet specifi cally with top-level distributor and manufacturer executives to engage in focused, one-on-one discussions. Consistently rated as the best feature of the Industry Summit, MD-IDEX is a time- and cost-effective opportunity to meet face-to-face with the management staff of many potential and current business partners to discuss new product lines, market information and opportunities, and other topics of mutual interest.

The structure of MD-IDEX blends scheduled appointments and open unscheduled time, giving all participants an opportunity to get business done at the Industry Summit.

HOW DOES I T WORK?PTDA manufacturer members reserve booths in advance of the event. Using the online MD-IDEX Appointment Scheduler, both distributor and exhibiting manufacturer members can set con-fi rmed meetings. Distributors have the ability to schedule up to six 20-minute appointments with exhibiting manufacturers, while three 20-minute time slots are reserved for exhibiting manufacturers to make appointments with distributor companies attending the Industry Summit.

New for 2013: Exhibiting manufacturers may also schedule appointments in any of the distributor’s six time slots not already reserved.

In addition to these scheduled appointment times, three 20-minute time slots are unscheduled open time for distributors wishing for a less formal opportunity to connect with suppliers.

Need a visual? Visit www.ptda.org/MD-IDEX to watch a video of MD-IDEX in action.


NETWORK ING

FRIDAY, OCTOBER 43:30 TO 4:45 P.M.

D I S TR IBUTOR FORUM AND MANUFACTURER FORUMEach forum brings together peers to talk about some of the toughest issues facing the power transmission/motion control distribution channel. The same three topics will be discussed at each forum and then used to create an article appearing in the January 2014 issue of Transmissions. Come join the discussion.

• Where are manufacturers and distributors investing in technology to improve their marketing efforts? How is on-line content being developed and shared between channel partners and with customers?

• What makes a successful joint sales call? When is it okay for a manufacturer to visit accounts handled by distribution on a direct basis?

• At the Forums during the 2012 Industry Summit, manufacturers and distributors agreed that customers value the “business solution” over brand and product. How can manufacturers and distributors work together to identify customers’ issues and create solutions within the channel to meet the customer’s needs?

FRIDAY, OCTOBER 47:00 TO 9:00 P.M.

PTDA D INEAROUNDNew for 2013! Enjoy networking in a delicious way with the PTDA DineAround. PTDA will set up Dutch treat pairing dinners at restaurants in the Coachella Valley. There will be different cuisines and price points to choose from. Examples of a cuisine and its pairing could be Mexican & tequila, Italian & wine, Japanese & saké or Belgian & beer. Reserve your seat at the PTDA registration desk on Thursday, October 3 and Friday, October 4. Transportation will be on your own.


How can distributors make the most of MD-IDEX?1. Before you schedule meetings with PTDA manufacturer

members who have reserved a booth in MD-IDEX, visit www.ptda.org/MDIDEXDemo to view a demonstration of the scheduling process.

2. In early August, PTDA will e-mail you a directory of MD-IDEX exhibitors. Review the list and determine which manufacturers you want to meet.

3. Online scheduling for distributors will begin at 10:00 a.m. CDT on August 9, 2013, and will be open through August 30, 2013. Appointments are booked on a fi rst-come, fi rst-served basis. Book early as many slots go within minutes of the opening of online scheduling.

4. New! Get early appointment scheduling privileges when you recruit two or more distributor companies to join PTDA.

5. Manufacturers are also given the opportunity to schedule appointments with you. There are three appointment time slots reserved for manufacturers to schedule with your company. New for 2013: Exhibiting manufacturers will have the opportunity to schedule appointments with your company in any time slot not already reserved by you (unless you opt out of this option). Check your online appointment schedule after September 18 to see if any exhibiting manufacturers scheduled an appointment with you.

6. Prepare, prepare, prepare! Just as you would for any business or sales meeting, research the companies you will be meeting with and develop an agenda. Arrive at the manufacturer’s booth at your appointment time prepared for substantial discussions with executives who have national decision-making authority.

7. Walk the fl oor during open time slots. Visit a manufacturer whose product is new to you. Establishing relationships with potential suppliers for products you do not currently carry can help you be prepared for new customer opportunities.

How can manufacturers make the most of MD-IDEX?1. Reserve your booth space by June 28! You must reserve

a booth in MD-IDEX in order to use the online appointment scheduler and to hold meetings during MD-IDEX. To reserve your booth, contact PTDA at +1.312.516.2100 or e-mail Brenda Holt at [email protected]. Space is limited: Reserving early ensures best placement and inclusion in the promotions to distributors in advance of MD-IDEX.

2. Visit www.ptda.org/MDIDEXDemo to view a demonstration of the scheduling process in advance of the September 19 opening date of the online scheduler. Review the list of registered distributors (available on PTDA’s website in early August) to determine who you’d like to meet with that hasn’t already scheduled an appointment with you.

3. Online scheduling for exhibiting manufacturers will begin at 10:00 a.m. CDT on September 4, 2013, and will be open through September 18, 2013. Appointments are booked on a fi rst-come, fi rst-served basis. Exhibiting manufacturers have three time slots dedicated to book with distributors. New for 2013: As an exhibitor, you will have the opportunity to schedule appointments in any time slot not already booked by the distributor (with distributors not opting out of this option). Book early as many slots go within minutes of the opening of online scheduling.

4. New! Get early appointment scheduling privileges when you recruit two or more distributor companies to join PTDA.

5. Prepare, prepare, prepare! Just as you would for any business or sales meeting, research the companies you will be meeting with and develop an agenda.

6. Connect with the companies you are meeting with prior to your appointment. Drop a note or send an e-mail message prior to the meeting to reinforce your business message.

7. Staff your booth for both open time and scheduled appointments.

8. Prepare an appropriate follow-up after each meeting to ensure your action items are completed and the desired outcomes are achieved.


NETWORK ING



NETWORK ING


NEXT GEN ROUNDTABLESDeveloped exclusively for those under 40 years old, the Next Gen Roundtables focus on using social media for business. It’s not just for keeping in touch with your “friends”—social media is a viable and valuable communication tool. Pamela Kan of Bishop-Wisecarver Corporation will lead off with her insights on the value social media has brought to her company and then will facilitate the discussion on getting the “current gen” (aka your boss) to support the adoption of social media to build business. Be sure to identify yourself as Next Generation on the registration form.


PTDA C IRCUS CARN I VALECome one, come all! Marvel at the wonders of the PTDA Circus Carnivale!

By the time you get to Saturday, you’ll know that you’re not “working without a net”—you’ve got a supportive net of colleagues, resources from PTDA and great ideas to implement the moment you get back. Now it’s time to relax and celebrate!

Stroll along the midway under the stars on the Tennis Lawn of the J.W. Marriott Desert Springs Resort as you enjoy informal networking with fellow delegates and their spouses/companions. There will be plenty to delight and amaze you!

• Impress your friends with your accuracy and aim with a chance to take home valuable prizes as you try your hand at traditional carnival games.

• Be awed and amazed by the fearless feats on our center stage.

• Gaze into the future when you have your fortune told.

• Enjoy upscale carnival food paired with an open bar.

Photos from PTDA’s 2012 Industry Summit networking event at Cowboys’ Stadium

SPECIAL THANKSA special THANK YOU to the volunteers who helped develop the 2013 Industry Summit:

Jeff Moore, Baldor Electric Company (Chair) Mike Dolpp, Thomson Industries Cliff Bannon, Isostatic Industries Inc. Terry Knight, SKF USA LeRoy Burcroff, Bearing Service Inc. Ken Miko, BDI Chris Bursack, ISC Companies, Inc. Michael Pastore, Kaman Industrial Technologies Corporation


FRIDAY, OCTOBER 410:00 A.M. TO 12:00 P.M.

WALK & LUNCHA la carte walk and lunch registration: US$100A la carte lunch only registration: US$65

Walk, talk and support a great cause! US$25 of the registration fee will be donated to the Struthers Parkinson’s Center. We’ll provide water as you walk two miles through the beautiful surrounding area of the J.W. Marriott Desert Springs. Afterwards it’s a “come-as-you-are” lunch outside on the terrace overlooking the spectacular hotel grounds.

Struthers Parkinson’s Center provides a comprehensive assessment, interdisciplinary treatment, support, research and education for both patients and care partners. They provide expert recommendations and support to families, promoting independence and problem-solving skills. Their goal is to improve quality of life at every stage and help people live well with Parkinson’s disease.

SATURDAY, OCTOBER 59:00 A.M. TO 1:00 P.M.

TRAM TOUR & LUNCHA la carte registration: US$85

The Palm Springs Aerial Tram on Mount San Jacinto is a true adventure. Rotating cable cars guide passengers two miles up the mountainside to a height of 8,516 feet in 12 minutes, passing through fi ve ecosystems. Once up at the top, traverse some of the 54 miles of hiking trails through the Mount San Jacinto State Park and Wilderness or linger at the Mountain Station equipped with viewing terraces, a gift shop and a movie theater (with continuously looped movies about the tram). After taking in the sights, enjoy lunch at one of the two restaurants at the top of the mountain before returning to the J.W. Marriott Desert Springs Report.

Take this brochure home to your spouse/companion so they can select the events they would like to attend!

Connect with your fellow PTDA Spouses & Companions onFacebook at www.facebook.com/PTDASpousesCompanions.

In addition to the events below, spouses/companions are also welcome to register for and attend the PTDA Foundation Golf Outing, the Welcome Reception, the Welcome Breakfast and Opening Keynote, the Closing Keynote and the PTDA Circus Carnivale. All spouse/companion registration fees refl ect PTDA’s actual costs as charged by the venue for food and beverage. The all-inclusive package is offered at US$635, a 10% discount off the cost of registering for each event separately. Please see Registration Information and the registration form for more details.

THURSDAY, OCTOBER 310:00 A.M. TO 12:00 P.M.

BUNCOA la carte registration: US$20

Back by popular demand, this dice throwing favorite is the perfect way to kick-off the networking activities and the easiest way to get to know other spouses/companions so that you can maximize your fun while in the desert. Did we mention there’s a crown involved? Don’t worry if you’ve never played—you’ll pick it right up.


SPOUSE/COMPAN ION RECEPT IONA la carte registration: US$20

A place to meet up before the Welcome Reception, enjoy an open bar while making plans for the rest of your stay in PalmDesert. Veterans always make the fi rst timers feel right at home.


SPOUSE/COMPAN ION EV ENTS


“The Industry Summit was time and money well-spent. The experience

exceeded expectations on all fronts. I look forward to

attending for years to come!”

JEFF GURITZA GENERAL MANAGER

OSBORN

THURSDAY, OCTOBER 3 12:30 TO 5:00 P.M.

PTDA BOARD OF D IRECTORS MEE T INGOpen to members of the PTDA Board of Directors.

FRIDAY, OCTOBER 4 11:45 A.M. TO 1:30 P.M.

ANNUAL BUS INESS MEE T ING The Annual Business Meeting is the opportunity for PTDA’s collective membership to reaffi rm the direction set in place by the Association’s strategic plan. Our 2013 leadership team will commemorate the accomplishments of the year, and members will elect the 2014 leadership to carry forward the organization’s programs and services.

WEDNESDAY, OCTOBER 2 8:00 A.M. TO 12:00 P.M.

PTDA FOUNDAT ION BOARD OF TRUSTE ES MEE T INGOpen to members of the PTDA Foundation Board of Trustees.

WEDNESDAY, OCTOBER 212:00 P.M. TO 1:00 P.M.

VOLUNTEER RECOGN I T ION LUNCHThanks to the dedication and commitment of our volunteers, PTDA has been the leading association for the industrial power transmission/motion control distribution channel for 53 years! To recognize and thank all of those who have dedicated their time, energy and support for the Association during the past year, we’re inviting you to lunch. Members of the PTDA and PTDA Foundation Boards, Manufacturer Council and all of those who currently serve on a PTDA committee or task force are welcome!

WEDNESDAY, OCTOBER 2 1:00 TO 5:00 P.M.

COMMIT T E E/MANUFACTURER COUNC I L MEE T INGSPTDA’s fi ve standing committees—Communications, Education & Training, Membership, Programs & Products and Research & Innovation—and its Manufacturer Council meet to develop new products and services.


GOVERNANCE


J.W. MARRIOTT DESERT SPRINGS RESORTThe headquarters hotel of the 2013 Industry Summit74-855 Country Club DrivePalm Desert, CA 92260+1.760.341.2211

Reserve Your Room Now!

A block of rooms has been reserved for Industry Summit attendees for US$220 single/double per night (rate valid September 29 – October 6) on a fi rst-come, fi rst-served basis through August 30, 2013, or until the block is fi lled (whichever comes fi rst). After August 30, 2013, the hotel will release any unused rooms in the PTDA block, and reservations will be taken on a space-available basis and at the room rate available from the hotel at the time of reservation. You can reserve accommodations online at www.ptda.org/SummitHotelReservation. To make reservations by phone, contact the Marriott reservation service at +1.888.236.2427 (toll free in U.S. and Canada; visit the Marriott website for a list of toll free numbers outside the U.S. and Canada). Mention “Power Transmission” to get the group rate. PTDA cannot guarantee guest room availability.

PTDA has negotiated an optional resort fee of $15 + tax per day (a 45 percent discount). This fee includes self-parking, high speed Internet access, local phone calls, use of Spa Fitness center and 18 hole putting course, lawn games and golf bag storage.

Did you know PTDA is required to guarantee a minimum number of room nights to get this great rate and have use of the meeting room and exhibit space at no charge. If the minimum is not met, PTDA must pay the hotel an attrition fee. Support your association and make the Industry Summit possible by booking rooms in the PTDA room block.

REG I S TRAT ION IN FORMAT IONINDUSTRY SUMMIT DELEGATE REGISTRATIONIncludes the Motion Control Showcase and Welcome Reception on October 3; Welcome Breakfast & Opening Keynote, Concurrent Workshop Sessions, Annual Business Meeting, Networking Lunch, Distributor or Manufacturer Forum and scheduled breaks on October 4; Networking Lunch, The Beaulieu Report with Alan Beaulieu and the PTDA Circus Carnivale on October 5. Golf is an optional event with a separate registration fee.

INDUSTRY SUMMIT SPOUSE/COMPANION REGISTRATIONSpouses/companions may register a la carte for Bunco, the Spouse/Companion Reception and Welcome Reception on October 3; Welcome Breakfast & Opening Keynote, Walk & Lunch on October 4; Tram Tour & Lunch and the PTDA Circus Carnivale on October 5. Or, spouse/companions may choose the all-inclusive registration (all of the events mentioned above) and save 10%. Golf is an optional event with a separate registration fee. Spouses/companions who plan to attend Concurrent Workshop Sessions, Networking Lunches, the Motion Control Showcase and/or MD-IDEX must register as delegates.

GOLF REGISTRATIONThe PTDA Foundation Golf Outing is an optional event with separate registration fees. Golfers may purchase a foursome for US$1,000. If you are interested in purchasing a foursome, please list the confi rmed members of your foursome on your registration form. Registration for a foursome includes US$720 for the cost of the outing and a US$280 contribution to the PTDA Foundation.

If you register as an individual, you will not have the opportunity to choose your foursome (excluding spouse/companion registrants). Registration as an individual golfer for the outing includes US$180 for the cost of the outing and a US$20 contribution to the PTDA Foundation.

The PTDA Foundation is a not-for-profi t, tax-exempt 501(c)3 corporation whose operations are funded entirely by tax-deductible contributions from industry participants and program revenues. The contribution portion of your golf registration may be tax deductible to the full amount allowed by the law.

MD-IDEX OR MOTION CONTROL SHOWCASE RESERVATIONMD-IDEX booths and Motion Control Showcase tables must be reserved separately. To reserve a booth or table, contact Brenda Holt at +1.312.516.2100 or [email protected]. Only PTDA manufacturer and associate members that have reserved an MD-IDEX booth and all distributors will be allowed in the MD-IDEX session. Companies reserving booth or table space must also register each attending delegate for the Industry Summit.


HOTEL & REG I S TRAT ION IN FORMAT ION


ONLINE REGISTRATIONTo register online, visit www.ptda.org/SummitRegistration and log in with your e-mail address and password (information is pre-populated based on your login). Once logged in, you will also have the opportunity to register others from your company. For assistance logging in, contact PTDA at +1.312.516.2100 or [email protected]. A credit card is required for online registration.

MAIL OR FAX REGISTRATIONPlease review the following instructions before registering:

1. A separate registration form must be received for each delegate. To register additional individuals from your fi rm, please copy both pages of the registration form included with this brochure as necessary or download from www.ptda.org/IndustrySummit.

2. Indicate spouse/companion participation in social events, if any, by selecting the all-inclusive spouse/companion registration fee (Option 1) or adding the fee for each event you wish to attend (Option 2).

3. Indicate participation in the optional PTDA Foundation Golf Outing by including the fees on the subtotal line. If purchasing a foursome, include the names and company affi liations of those who have been confi rmed for your foursome.

4. Issue one payment covering all fees payable to PTDA in U.S. funds. Your payment must accompany the registration form.

5. Return the registration form with your payment to PTDA via:

E-mail: [email protected]

Fax: +1.312.516.2101

Mail: PTDA, 230 West Monroe Street, Suite 1410, Chicago, Illinois 60606-4703

ADVANCE REGISTRATION DEADLINESTo receive the early discounted registration fee, your registration form and payment must be received no later than August 2, 2013. To receive the regular registration fee and ensure inclusion in the advance PTDA registration list, registration form and payment must be received no later than August 30, 2013.

REFUND POLICIESDelegate and Spouse/Companion Registration: Written cancellations received prior to August 30, 2013 will be refunded in full minus a US$50 per person administrative fee. Due to PTDA’s contractual obligations with its vendors, no refunds can be issued for cancellations received on or after August 30, 2013.

Golf Outing: Written cancellations received prior to August 30, 2013 will be refunded in full. Cancellations received on or after August 30, 2013, including on-site cancellations, will be refunded only if a substitute is found by the registered guest to fi ll the space.

PUBLICITY PHOTO ACKNOWLEDGEMENTPTDA uses photographs of participants at the Industry Summit to promote the Association and its programs, publications and services. Please be aware these photos are for PTDA use only and may be used in the Association’s publications and website. If you do not wish to have your picture taken, please inform our photographer.

ATTIREBusiness casual attire is appropriate for all Industry Summit activities. Casual attire is appropriate for the PTDA Circus Carnivale (outdoors on the lawn), the Walk & Lunch and the Tram Tour.

PRIVATE MEETINGS AND ENTERTAINMENT POLICIESHosting organized group business meetings or luncheons, hospitality suites, private events or other social events (either on-site or off-site) are not permitted during offi cially-scheduled PTDA or PTDA Foundation functions.

No PTDA or PTDA Foundation functions have been scheduled during the evening of October 4 to allow for private events. On October 4, private on-site events may be held after 5:00 p.m. local time; transportation to off-site events may begin after 7:00 p.m. For information about available space at the J.W. Marriott Desert Springs on Friday evening and for food and beverage options, please contact Don Maselli, J.W. Marriott Desert Springs, at [email protected].


HOTEL & REG I S TRAT ION IN FORMAT ION

ALWAYS HAVE THE DETAILS OF THE PTDA 2013 INDUSTRY SUMMIT IN THE PALM OF YOUR HAND

If you have a Blackberry or Windows phone, the QR code to the right will take you directly to the mobile web version at m.guidebook.com as Blackberry and Windows phones do not offer a Guidebook app.

If you have an iPhone or Android phone, download the Guidebook app from the app store (you might already have the Guidebook app from the 2012 Industry Summit). Open the app, then hit “Scan” in the lower right-hand corner. The QR code to the left will download the 2013 Industry Summit Guidebook directly to your phone.



REG I S TRAT ION FORMPAGE 1 OF 2

PTDA 2013 INDUSTRY SUMMITOctober 3-5, 2013J.W. Marriott Desert Springs Resort

Please read registration information on pages 13-14 before registering. One form per delegate. Register online at www.ptda.org/SummitRegistration.

DELEGATE IN FORMAT ION

Name

Title

Informal Name for Badge

Company

Address

City State/Province

ZIP/Postal Code Country

Phone Fax

E-mail (for inclusion in on-site attendee list)

Special dietary requirements

Is this your fi rst PTDA Industry Summit? c Yes c No

Are you Next Generation (40 years old or younger)? c Yes c No

Will you be attending the PTDA Circus Carnivale on 10/5 (included in your registration fee)? c Yes c No

PTDA complies with the Americans with Disabilities Act. If you have special requirements, please contact PTDA before August 30, 2013 at +1.312.516.2100.

EMERGENCY CONTACT INFORMATION

Name

Phone

DELEGATE REGISTRATION FEES Non-Member (one-time Member only attendance)By August 2 ..........................US$825 ............................US$1,025By August 30 ........................US$875 ............................US$1,075After August 30 ....................US$925 ............................US$1,125

Delegate Registration Fee US$__________(does not include golf) You may transfer registration to a member of your company with no penalties.

GOLF REG I S TRAT IONCreate a foursome of delegates and/or spouses/companions by selecting Option 1 or register yourself and/or your spouse/companion using Option 2.

Prepaid Golf Contest Package includes Beat the Pro, Casino Hole, Longest Drive and Closest to the Pin

Option 1: Foursome Greens Fees ..... US$1,000 ...$________Please confi rm participation with the members of your foursome before completing this portion of the form. If someone in your foursome needs club rental or the prepaid golf contest package and the cost will not be covered by the foursome sponsor, please be sure the delegate requests club rental and prepaid golf contest package on his/her registration form.

Your Name & Company Club Rental: c Left c Right .....................US$80 .........$________Prepaid Golf Contest Package ...................US$20 .........$________

Player 2: Name & Company Club Rental: c Left c Right .....................US$80 .........$________Prepaid Golf Contest Package ...................US$20 .........$________



OPTION 2: INDIVIDUAL GREENS FEESc Delegate Golf: Handicap _____ ............US$200 .........$________Delegate Club Rental c Left c Right ...US$80 .........$________Delegate Prepaid Golf Contest Package ....US$20 .........$________

c Spouse/Companion Golf Handicap _____ ... US$200 .........$________Spouse/Companion Club Rental c Left c Right ....US$80 .......$________Spouse/Companion Prepaid Golf Contest Package US$20 .......$________

Subtotal for Golf US$________

CONCURRENT WORKSHOP SESSIONSPlease select one workshop for each time period:FRIDAY, OCTOBER 410:00 to 11:30 a.m.c Marketing Strategy and Tactics for Uncertain Timesc The Market-Driven Sales Forcec Attract the Best, Repel the Rest: How to Create a Magnetic Culture1:30 to 3:00 p.m.c Marketing Strategy and Tactics for Uncertain Timesc The Market-Driven Sales Forcec Attract the Best, Repel the Rest: How to Create a Magnetic Culture

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Follow us on Twitter @PTDAorg and Tweet using #PTDA13IS16


REG I S TRAT ION FORMPAGE 2 OF 2

PTDA 2013 INDUSTRY SUMMITOctober 3-5, 2013J.W. Marriott Desert Springs Resort

SPOUSE/COMPANION REGISTRATIONComplete this section only if your spouse/companion will be joining you.

Spouse/Companion Name

Spouse/Companion Name for Badge

Spouse/Companion E-mail

(Spouses/Companions will be contacted directly regarding events designed just for them.)

Option 1: All-inclusive registration fee includes Bunco, Spouse/ Companion Reception, Welcome Reception, Welcome Breakfast & Opening Keynote, Walk & Lunch, Tram Tour & Lunch and PTDA Circus Carnivale. Save 10% over registering for each event individually

US$635* $________

*Includes a US$25 donation to Struthers Parkinson’s Center.

OR

Option 2: A la carte registration if not registered under Option 1 and your spouse/companion only wishes to attend specifi c events.

Bunco (10/3) ........................................... US$20 .......... $________

Spouse/Companion Reception (10/3) ...... US$20 .......... $________

Welcome Reception (10/3) ...................... US$185 ........ $________

Welcome Breakfast & Opening Keynote (10/4) ........................... US $65 ......... $________

Walk & Lunch (10/4) ................................ US$100* ....... $________ORLunch only (10/4) ..................................... US$65 .......... $________*Includes a US$25 donation to Struthers Parkinson’s Center.

Tram Tour & Lunch (10/5) ........................ US$85 .......... $________

PTDA Circus Carnivale (10/5) ................... US$230 ........ $________

Subtotal for Spouse/Companion Registration Fee(s) .......................................................$________

YOUR REGISTRAT ION TOTALSDelegate Registration Fee ............................................$________

Golf Subtotal .................................................................$________

Spouse/Companion Registration Subtotal ....................$________

Grand Total Due ........................................................$________

PAYMENT OPT IONSPayment must be included with this form to qualify for the early discounted registration fee. Registrations will not be processed until payment is received.

c I have enclosed a check payable to PTDA for .......US$________

c Charge my credit card* for .....................................US$________

c MasterCard c Visa c AmEx

Card No.

Exp. Date CSC

Cardholder Name

Cardholder Address

Cardholder Signature

*Credit card payments will be charged in U.S. dollars but will appear on

your credit card statement in your local currency.

Return payment and BOTH PAGES of this form to:

PTDA230 W Monroe, Ste 1410Chicago, IL 60606-4703Fax: +1.312.516.2101 Source Code: SMTB13

For refund policies, please see page 14.

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2013 industr y summit working without a net?€¦ · the theme for this year’s industry...

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