AMA Sales Summit

Tuesday, June 4, 2019
8:30 am4:30 pm
Wilderness Ridge - 1800 Wilderness Woods Pl.
AMA Sales Summit

The AMA Lincoln Sales Summit is the area’s only full-day immersive boot camp for anyone engaged in sales – traditional salespeople, small business owners, startup founders, inbound marketers, and service business development professionals.

Registration closes this Wednesday, May 22nd so don't miss out!

New this year, we will have two tracks for attendees to choose from.


1. Sales
2. How Marketing Can Drive Sales


8:15-9:00: Registration + Breakfast

9-9:45: Keynote Session 1

The Dynamic Duo: Keys to Create a Powerful Sales & Marketing Team with Ali Schwanke

Hollywood champions powerful pairs. From Will & Grace to Batman & Robin, and yes, even Beavis and Butthead—even an inexperienced screenwriter, movie watcher or business professional can recognize that two are better than one. While we're not casting for TV or cinema, each day we are tasked with delivering award-winning sales and marketing results that fuel the growth of an organization. In this entertaining presentation, we'll explore the key characteristics of powerful partnerships and how they can be applied to the sales and marketing teams inside your company.

Key Takeaways:
- An understanding of common misconceptions around sales and marketing alignment
- A framework to create your own powerful, memorable partnerships
- Strategies to make your sales and marketing duo better than the movies

10-10:15: Coffee Break

10:15-10:45: Breakout session 1

Sales Track: Ben Pankonin | Flathead Room
Marketing Track: Kelly Medwick | Bitterroot Room

11:15-11:45: Breakout session 2

Sales Track: Jeralee Hahn | Flathead Room
Marketing Track: Tyler Samani-Sprunk | Bitterroot Room

The Value of a CRM System with Jeralee Hahn
Implementing a CRM (Customer Relationship Management) system is an important step in the relationship between you and your existing and potential customers. This presentation goes through the benefits of a CRM for any size business, how it helps you to understand your customers and streamlining you and your sales team’s day-to-day work. Sell better and retain more customers with a CRM solution.
Key Take Aways:
1. Find the potential in your customers and gain a better understanding of your potential customer’s day-to-day to understand how your fit in to help solve their problem(s).
2. A CRM allows you to keep track of EVERY interaction with customers and prospects. This allows you to clearly see the ROI of you and your sales team’s efforts and find the prospects with the quickest close potential.
3. A CRM allows you to automate some of your daily tasks and follow ups with clients to ensure that you’re always top of mind, while allowing you to focus on in-person meetings and presentations.

12:15-1:00: lunch & keynote session 2

The Attitude of a Champion with Aaron Davis
Today’s sales professional lives in a world of constant change & sometimes chaos! Big wins and sometimes big loses! The key factor that keeps the Champion sales professional at the top of their game is not their database or connections or any other “outside” factor; the key factor is an inside job! It’s their Champion Attitude!

Presentation Outcome:
1. Individuals will learn the type of Attitude that is necessary to be a Champion Sales Professional!
2. Individuals will be reminded of the importance of not “selling” to their prospects but more importantly; give the customer an opportunity to “buy”.
3. Individuals will be reminded of the importance of doing the fundamentals everyday in order to achieve incredible results in the field!
4. Individuals will be reminded that when people buy they aren’t buying the product or service; they are buying the sales professional!

1-1:30: Networking Break

1:30: Breakout Session 3

Sales Track: Laurie Fraser | Flathead Room
Marketing Track: Marcia Houchin | Bitterroot Room

How to grow by 425% in one year…with Laurie Fraser
Key Take Aways:
1. Organically grow your sales by being the best you that you can be
2. Put talent in the right place to maximize profit and efficiency
3. Retention, Retention, Retention- bake them cookies

Marketing Track
The Sherpa Approach to Marketing & Sales with Marcia Houchin
How do you market something no one's excited to buy? Whether it's assisted living or life insurance, making a sale requires marketers to gain an understanding of the four Stages of Change in the decision-making process, meet their clients wherever they are in that journey, and -- much like a sherpa on Everest -- guide them to the sale. Join Marcia for an informative session on the important role marketing plays in the education, storytelling, and support that go into a successful sale.

Key takeaways:
1. Gain an understanding of the customer journey
2. Learn the value of providing the right education and support at the right time
3. Discover the power of stories, both hearing and telling

2:30-3:30: Keynote session 3 and workshop (Gina Trimarco)

3:30- 4:00: Networking and Happy Hour

Closing and cash-bar happy hour on the patio
*1 free drink ticket included with your registration

Ticket Prices

AMA Members: $75
Non Members: $100
Team Pack: $75/person - Bring 5 or more people from your team and get the member price for all of them!

Keynote Speakers

Gina Trimarco
Founder/CEO, Carolina Improv & Pivot10 Results
Gina Trimarco
Chicago native Gina Trimarco, CEO/Founder of Pivot10 Results and Carolina Improv Company, is a serial entrepreneur with 25+ years of experience in marketing, sales, operations, and people training. When the economy crashed in 2008 she opted to do something seemingly impossible to many by starting an unproven concept business instead of finding a new job. That business, Carolina Improv Company (CIC), has been #1 on TripAdvisor for Nightlife Attractions in Myrtle Beach, SC since 2010 and is in the process of becoming a licensor of its programs. CIC also spun off a second business, Pivot10 Results, a training and strategy company that helps businesses and executives shift from people problems to performance results. She graduated from DePaul University and studied at Second City, an improvisational comedy enterprise. Trimarco produces and hosts The Pivotal Leader podcast, is a Vistage Worldwide speaker, an official member of the Forbes Coaches Council, and is a contributor to and

Aaron Davis
President: Aaron Davis Presentations
Aaron Davis
Aaron Davis is a thought leader and expert in the area of attitude and how it impacts every area your professional and personal life! He equips audiences with tips, tools and techniques on how to utilize the power of a Champion Attitude to reach their full potential!

Ali Schwanke
CEO and Chief Marketing Strategist, Simple Strat
Ali Schwanke is the CEO and Chief Marketing Strategist of Simple Strat, the marketing agency for B2B companies that are serious about growth. With nearly 15 years of marketing experience as both an in-house marketer and entrepreneur, Ali brings a unique data-driven perspective to marketing and sales.

As an industry professional, Ali’s work focuses on helping companies develop and implement growth-driven marketing programs. Whether that’s removing roadblocks, identifying new tools, clarifying a message, or developing better ways for sales and marketing to collaborate, audiences love Ali’s fresh approach and tell-it-like-it-is style. She is a HubSpot Certified Inbound Marketer and content creator, speaking and contributing to a number of marketing publications, communities and events worldwide. Ali is also the co-founder of BrandPlan, a technology start-up focused on helping marketers better plan, visualize, and execute their marketing strategy.

Ali is the incoming president of the AMA National Practitioner’s Council in Chicago, and a past-president of the Lincoln Chapter of the American Marketing Association, as well as an AMA award recipient – Marketer of the Year (2010) and Corporate Marketer of the Year (2018). She also serves as a marketing mentor for NMotion and the Global Accelerator Network and marketing advisor with the Omaha Vistage Trusted Advisory Board. In her free time, she enjoys running, writing and photography, spending time with her husband and two boys, and making a delicious batch of oatmeal raisin cookies.

Speaker Bios

Laurie Fraser
Laurie Fraser is a no-nonsense sales person who has learned the tricks of the trade through life experiences. After spending 17 years in the front lines of education she brings the knowledge of recruiting hostile captives to elective courses and getting them to love the field of marketing and sales. A brief stint in the non profit world and an ad agency prepared her for her role as CEO and Event Manager of Doorstep Diner Catering. As a staff of two she doubled the company’s revenue each year until she brought on a third partner and they quadrupled their revenue. Nothing slick here, probably not even a PowerPoint, just good old fashioned sales advice, tips and tricks.

Marcia Houchin
After graduating from UNL with a Bachelor of Fine Arts, Marcia taught for ten years before her career path took a serendipitous turn into senior housing. She started when most people didn’t even know what assisted living was – and has grown right along with the industry since then. As a Community Director, Regional Manager and National Marketing Director for Agemark Senior Living, she implemented the Sherpa sales and marketing strategy and shaped Agemark’s signature whole-person wellness program.

Jeralee Hahn
Jeralee Hahn is the Product Marketing Manager for Nelnet Campus Commerce. With 12 years in marketing, her focus is digital customer experience. Jeralee started in marketing with Swanson Russell, working with businesses such as Rain Bird, KOCH, E-Z-GO, and Briggs & Stratton. Jeralee is also a REALTOR® with Century 21 Home & Farm Realty in Lincoln. With 9 years as a REALTOR®, she understands the emotional and financial journey of home buying and selling. In her free time, she enjoys running, reading, attempting to make house decor from Pinterest, and spending time with her husband and two little kiddos.


Please join us in thanking our amazing sponsors for making this event possible:

Contact Us

To inquire about sponsorship opportunities or any other questions, please contact Geri Braziel.

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