FEBRUARY 24TH & 25TH, 2021

The Virtual Leadership Retreat brings together like-minded sales leaders who are invested in creating best-in-class teams as well as their own leadership development.

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JOIN US FEBRUARY 24TH & 25TH, 2021

The Virtual Leadership Retreat is limited to practitioners who have leadership responsibility over Sales or a related functional area. Any senior leader from Manager to Executive looking to improve their efficiency, increase ROI, and streamline processes are encouraged to attend.

AGENDA

The 2021 Virtual Leadership Retreat will provide our leader community with solutions to the challenges facing their Inside Sales teams in large-group learning and small-group workgroups.

EVENT DETAILS

Unique to other conferences, the Virtual Retreat focuses solely on solving the challenges facing our profession in a small, intimate group setting.

PROUD SPONSORS

Oftentimes, learning about new tools, technologies, or services provide leaders with new ideas to improve performance. Our sponsors will share case studies, resources, and demos to get ideas flowing!

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Attendees are limited to practitioners who have leadership responsibility over Inside Sales or a related functional area.

AGENDA

Click on a day to see the details

Wednesday, February 24th

Wednesday, February 24 | 11:00 AM - 12:00 PM EDT

Retreat Welcome & Kickoff

Welcome to the 2021 Virtual Leadership Retreat!

During this session, we will start getting to know each other, our individual goals and reasons for participating in the Retreat, and clarify the challenges we are hoping to solve.

AA-ISP will also give a rundown of the agenda for the next two days as well as best practices for utilizing the Whova Event Platform.

Finally, our lead facilitator, Lauren Bailey, will give an introduction to expectations for the Workgroups to follow.

Wednesday, February 24 | 12:00 PM - 1:15 PM EDT

Workgroup Session 1: Training & Development in the Remote Selling Environment

During this workgroup session, participants split into one of four small workgroups to dive into their specific challenges. Workgroup assignments are based on your responses to a pre-event survey around your challenges.

If you have questions about this, please reach out to the AA-ISP Team at any time!

Workgroup Breakout Topics:

- Remote Onboarding: What's Working?
- Training & Development: The Importance of Developing Your Team in the Remote Environment
- Remote Coaching
- Gaps Seen in the Remote Selling Process: What Do We Need to Address from a Training Standpoint

Wednesday, February 24 | 1:15 PM - 2:00 PM EDT

Large Group Thought Leadership - Working Lunch

We will split our time into three sections during this Working Lunch. All Retreat participants will receive a DoorDash promo code to order themselves some lunch to enjoy while participating!

15-minutes - Discussion around challenges stated by participants in the pre-event survey
15-minutes - Service Provider Briefing - An up-close look at Retreat sponsor, Groove
15-minutes - Must-Have Video Essentials - A discussion around the technology you should consider to lead and sell, virtually. We will look at webcams, microphones, lighting, and more!

Wednesday, February 24 | 2:00 PM - 2:15 PM EDT

Catch-Up Break

Retreat participants are encouraged to avoid distraction during our time together. Throughout the agenda, you will find these short breaks to allow you to connect with your team, answer emails, and step away briefly.

Wednesday, February 24 | 2:15 PM - 3:30 PM EDT

Workgroup Session 2: Virtual Leadership

During this workgroup session, participants split into one of four small workgroups to dive into their specific challenges. Workgroup assignments are based on your responses to a pre-event survey around your challenges.

If you have questions about this, please reach out to the AA-ISP Team at any time!

Workgroup Breakout Topics:

- Motivating Teams
- Establishing Sales Goals, Metrics, and Expectations in 2021
- Customer Success: How this Emerging Role Aligns in Your Organization
- Sales Models and Roles

Wednesday, February 24 | 3:30 PM - 3:45 PM EDT

Catch-Up Break

Retreat participants are encouraged to avoid distraction during our time together. Throughout the agenda, you will find these short breaks to allow you to connect with your team, answer emails, and set away briefly.

Wednesday, February 24 | 3:45 PM - 4:35 PM EDT

Large Group Thought Leadership - Mic Drop Moments

We will split this large group time into three sections:

5 minutes - Q&A
15 minutes - Service Provider Briefing: up-close look at Retreat sponsor, BombBomb
30 minutes - Mic Drop Moments: everyone is encouraged to think about one tip or "Mic Drop Moment" to share with fellow participants. This could be around productivity, tech favorites, remote selling, best WFH joggers... pick one thing to share and be prepared to take notes!

Wednesday, February 24 | 4:35 PM - 5:00 PM EDT

Retreat Day 1 Closing Session

Before we close for the day, Retreat participant and AA-ISP Advisory Board Member, Virginia Davis with Schneider Electric, will guide us through a discussion around Role and Modalities. As the selling motions and lines between inside and field sales have blurred, we will discuss how organizations are defining roles and what has changed.

Wednesday, February 24 | 7:00 PM - 9:00 PM EDT

Evening Virtual Networking Activity (Optional)

Keeping with the Retreat tradition of getting to know our peers and fellow leaders, participants will participate in one of three virtual evening activities:

(activity sign up occurs during event registration, but do let the AA-ISP team know if you have questions or concerns!)

- Golf Lesson
- Painting Class
- Escape Room

Virtual Painting Class

Tap into your creative side for a Painting Night with Van Gogh, as we try our hand at recreating a version of his unforgettable Starry Night.

Logistics: All art supplies you need will be shipped directly to you and we will join our painting instructor over Zoom. Art supplies shipped to US residents only; international guests may join providing their own supplies. Registration for this activity will close on Feb 10th to allow for time to ship to your home.

Duration: 90 minutes

Sponsored by: BombBomb

Virtual Escape Room

Craving adventure? Join our Virtual Escape Room Experience!

It's time for the infamous global intelligence class final exam at the legendary School for Spies, but our professor has gone missing! Is it part of the test? Is the rival Snoops Academy behind this mystery? Join forces with your fellow Retreat attendees and be ready to explore as you hunt clues, track your professor around the globe, and (hopefully) pass the exam in time!

Logistics: All players will join a master Zoom meeting for an introduction to the game and then divide into breakout teams of 4-6 players. At the close, everyone will return to the main meeting for a group debrief and an announcement of the winners! Our dedicated game moderators will curate the game and are available throughout the entire experience.

Duration: 90 minutes

Sponsored by: Kronologic, who helps you ESCAPE the Sales Leader Hamster Wheel

Wednesday, February 24 | 7:30 PM - 9:00 PM EDT

Virtual Golf Lesson and Stories from the PGA Tour

Slicing your driver too much and making way too many 3 putts? PGA National Golf Teacher of the Year and former tour player, Mike Malaska, will share tips that will get you making birdies at your very next round of golf. Bring your putter and favorite club for some hands-on tips from one of the top golf instructors in the world. Along with sharing some fixes to common golf swing mistakes, Mike will share some interesting and even hilarious stories from his time on the Pro Tour.

Duration: 90 minutes

Sponsored by: Groove

Thursday, February 25th

Thursday, February 25 | 11:00 AM - 12:00 PM EDT

Retreat Day 2 Welcome & Kickoff

Welcome to day two of our Virtual Retreat! We will start our time together off with the following flow:

10 minutes - Day 1 Recap & Participant Check-In
15 minutes - Case Study: Balancing the Human Side - Sylvain Tremblay (Cisco) with Q&A
15 minutes - Service Provider Briefing: up-close look at Retreat sponsor, Kronologic
20 minutes - Discussion around challenges stated by participants in the pre-event survey

Thursday, February 25 | 12:00 PM - 12:15 PM EDT

Catch-Up Break

Retreat participants are encouraged to avoid distraction during our time together. Throughout the agenda, you will find these short breaks to allow you to connect with your team, answer emails, and set away briefly.

Thursday, February 25 | 12:15 PM - 1:30 PM EDT

Workgroup Session 3: Tools & Technology for Inside Sales

During this workgroup session, participants split into one of four small workgroups to dive into their specific challenges. Workgroup assignments are based on your responses to a pre-event survey around your challenges.

If you have questions about this, please reach out to the AA-ISP Team at any time!

Workgroup Breakout Topics:

- Digital Transformation: Defining Where You Are in this Process
- Technology Requirements for the Remote Sales Force
- Selling with Video
- Leading Virtually: Discussion on Video Use Cases for Leaders

Thursday, February 25 | 1:30 PM - 2:00 PM EDT

Networking Break

Participants are encouraged to visit the Community Tab in the Whova Event Platform where you can schedule meet-ups, ask questions, make recommendations, and more!

In addition, be sure to visit the Exhibitors Tab to learn more about our proud event supporters!

Thursday, February 25 | 2:00 PM - 3:15 PM EDT

Workgroup Session 4: Hiring, Retaining, & Company Culture

During this workgroup session, participants split into one of four small workgroups to dive into their specific challenges. Workgroup assignments are based on your responses to a pre-event survey around your challenges.

If you have questions about this, please reach out to the AA-ISP Team at any time!

Workgroup Breakout Topics:

- Recruiting & Hiring Remotely: How Are We Finding and then Selecting the Best Candidates
- Retention of Sellers: Career Pathing & More
- Team Well Being: What Should Leaders be Doing to Check-In on their Teams
- Leadership Influence: Company Culture Starts with You

Thursday, February 25 | 3:15 PM - 3:30 PM EDT

Catch-Up Break

Retreat participants are encouraged to avoid distraction during our time together. Throughout the agenda, you will find these short breaks to allow you to connect with your team, answer emails, and set away briefly.

Thursday, February 25 | 3:30 PM - 4:40 PM EDT

Personal Challenge Think Tanks

The Personal Challenge Think Tanks is a Retreat favorite (ask any past attendee and they will tell you this is a session you won't want to miss)! During this time in a rapid-fire format, participants are separated into small groups where each person will have 10 minutes to pose a challenge or question, explain your challenge, and then receive priceless peer feedback and advice.

Thursday, February 25 | 4:40 PM - 5:00 PM EDT

Leadership Retreat Closing Session

To close our time together, participants will hear from Judy Buchholz, a long-time AA-ISP Member and Senior Sales Leader.

EVENT DETAILS

LARGE GROUP SESSIONS
Each attendee has the opportunity to introduce themselves and their challenges to the group in hopes of making key connections throughout the Retreat that you can utilize during and after the event.
10-MINUTE KEYNOTES
Throughout the Virtual Retreat you will hear short, impactful keynotes inspiring both leadership development for you as a sales leader, but also around Inside Sales performance, and the importance of training and development for your team.
WORKGROUP TIME
These workgroups will focus on leadership/sales challenges or be designed for specific roles or industries to meet, discuss, and share. Each workgroup will be 45-minutes long and be led by a moderator to help guide the conversation in order to connect leaders who share similar challenges.
NETWORKING ACTIVITY
During registration, leaders have the option to select an evening networking activity. These are designed to bring our group closer together, laugh, and learn something new (not related to sales or leadership).
TOP TIP TAKEAWAYS
A Retreat favorite, the Top Tip Takeaways are a time to share with participants the tips you've learned and will take back to your organization. Oftentimes, these quick tips provide you with additional ideas you have missed during the event.
CHALLENGE THINK TANKS
In a rapid-fire format, participants share their top challenge with the group. Ask any past attendee and they will tell you -- this is a session you won't want to miss! Getting feedback from peers who are facing the same challenges is priceless.
HOW THIS WILL WORK

We will use the Whova Event Platform for networking, resource sharing, and agenda setting, but the actual workgroups will take place on Zoom. If you've attended a virtual AA-ISP event (or event a past Retreat) where we used Whova, you know the Community Board is a hot spot for sharing your challenges and helping to solve the challenges of others.

All leaders who are accepted into the Virtual Retreat will receive login instructions to the Whova Event Platform. App access is limited to accepted leaders only and will be your one-stop shop to help you prepare for the event as well as communicate with fellow leaders.

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1

ATTENDEE PRICING

Admission for 1 individual

Standard Price: $695

Executive Forum 50% Discount: $347.50

Contact AA-ISP for your Promo Code!

2

NEXT STEPS

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RETREAT SUPPORTERS

With the sudden shift away from in-person conferences and crowded expo halls, many in our community are struggling to properly vet and explore new sales tools and technologies.

During the Virtual Retreat, leaders will learn about these tool and tech providers by hearing Case Studies, resource sharing, and short demos. In addition to sharing their solutions with our leaders, these sponsors are also in sales -- meaning they are facing the same challenges. Everyone participating in the Virtual Retreat is a resource you can use to help solve your own challenges!

INTERESTED IN LEARNING ABOUT SPONSORSHIP?

PROUD SUPPORTERS