February Learning Lab is tomorrow!

To contact UMAPP, please use: info@umapp.org or click "reply" to this message.

Do not use: sue@umapp.ccsend.com - this is a pseudo email address used by Constant Contact.

Tuesday, February 9

11:30 am Central

“Take a Tour of SAGE Online Integrating with QB Premier”

Including an Overview of SAGE’s New Project Management Area

Presented by Harriet Gatter, Owner

Accounting Support LLC

Have you ever considered switching to SAGE (and/or QuickBooks) or adding the SAGE Integration with QuickBooks to your existing SAGE system? It can be a daunting prospect without knowing how the system might perform or what it looks like. Well, come along on our tour to see exactly how this works—in the software systems themselves where I create an order in SAGE and export it into QB Premier. I even have a brief overview of SAGE’s New Project Management Area where you can track each of your orders step by step.

Learning Lab attendees will learn:

See how an order is created in SAGE Online and exported into QB Premier
See exactly what data is moved from SAGE to QB Premier when an order is exported
Get an overview of the entire system from order creation in SAGE to Financial Statement creation in QB for accurate tax preparation
Walk through SAGE’s New Project Management Area to make your order tracking simpler and consolidated in one place

1 CAS Credit when you submit your PPAI Certification PIN Number with your survey.

About Harriet: Harriet Gatter is an independent consultant who works exclusively with Ad Specialty Distributors. She was a distributor for 23 years and also an adjunct accounting professor. She sold her business in 2013, became certified as a QuickBooks ProAdvisor and started Accounting Support, LLC to work exclusively with Ad Specialty Distributors on their Order Management and Accounting Systems. Her specialty is converting distributors from other systems into a QB or QB integrating with SAGE Online system. Her business mission is to develop a complete back-office solution for Ad Specialty Distributors so they can manage the back-office work in a complete, efficient, and affordable way.

Wednesday, February 24

11:30 am Central

“No One Cares About Your Logo!”

How to Make Merch Matter

Presented by Charity Gibson, National Accounts Coordinator at Peerless Umbrella

Whether it's a supplier or distributor self-promo, or an order we're producing for a client, there is something very important we need to learn even if it's not something we want to hear - No one cares about your logo. There is an old saying that says, "People don't care how much you know until they know how much you care." In this short, but powerful presentation you'll learn how to engage your current clients despite the market conditions, who is currently buying promo and for what purpose, and how to ensure that the products you sell make a difference to the people who buy and receive them. People don't care about your logo, but if we do our jobs right - they can and will.

Attendees will learn:

Engage your client despite the market conditions
Who’s currently buying promo and for what purpose
How to make sure the products you sell make a difference to the buyers & receivers

1 CAS Credit when you submit your PPAI Certification PIN Number with your survey.

About Charity: Charity Gibson is the National Account Coordinator for Peerless, a Chef with the industry non-profit organization PromoKitchen.org, and the owner of Green Banana Social - a social media services provider for promotional products industry suppliers. Prior to life on the supplier side of the industry she spent 16 years as a very successful distributor working with a number of well-known end buyer corporations. She moved to the supplier side five years ago and today uses her decades of experience to assist Peerless in reaching their sales goals and helping to educate and mentor professionals throughout the industry. Charity's award-winning social media efforts are well recognized throughout the promotional products community. She is known for her posting consistency, lightning-fast response times, and creative problem-solving abilities. Feel free to connect with Charity before our meeting. You can find her on Linked in at https://www.linkedin.com/in/charitygibson/ and on Instagram @ItsMeCharityG

What is UMAPP?

The Upper Midwest Association of Promotional Professionals is a regional trade association for companies and their staff in the industry. UMAPP offers many benefits of membership, including these free webinars and learning labs. For more information on the Association, visit UMAPP.org or email: info@umapp.org.