October 14 thru 17, 2018 @ San Diego, CA
- Guest Speakers
- Handouts and Presentation Files
- Workamajig Presentations
- Breakout Sessions
- Guest Presenters
Michael Gass, Founder, Fuel Lines Business Development
Michael was the first advertising agency consultant to embrace social media for business development.
He's been an active participant and innovator since creating his blog, Fuel Lines, back in 2007. It has ranked among the top 100 global marketing blogs in the world according to Ad Age’s Power 150. His Fuel Lines’ newsletter has over 33,000 subscribers. He's also amassed a Twitter following of over 106,000 people.
Michael’s built an international consultancy using the inbound and content marketing strategies and tactics that he recommends to advertising agencies and professional service firms.
He’s conducted over 300+ new business workshops in the U.S., Canada and the UK as well as global training events for international advertising and marketing associations.
Bonnie Carroll Nelson, Vice President of Marketing, PMD Group
A world traveller Bonnie has a keen sense of consumers and what makes people act. She is great at building brands and art directing for clients and enjoys strategizing how to best use budgets to get results. Bonnie loved school so much that she got her MBA from Middle Tennessee State University, and when not cracking marketing challenges, she’s jet-setting somewhere or hiking in the mountains and hills of Tennessee.
Bonnie manages a variety of clients, as well as the marketing and sales teams at PMD Group. She helped implement Workamajig for their full-service marketing agency four years ago, and last year helped move the agency to the Platinum platform. The majority of PMD’s clients are in the Southeastern US, and Alaska, and the agency works with a variety of industries including financial, medical, oil and gas, non-profit, and other agencies. PMD Group uses Workamajig for the entire project lifecycle from ideas and quoting, through copywriting, design, internal and client proofing, production and invoicing.
Vanessa Edwards, President, Creative Performance Inc.
After a diverse career in aviation and agency ownership, Vanessa Edwards founded Creative Performance Inc., to empower executives and managers in the marketing services industry.
Hailing from Portland, OR, Vanessa graduated from university with a degree in Philosophy. An amateur helicopter and fixed-wing pilot since sixteen, she began her first career as a pilot for LifeFlight. It was here that she was first exposed to, and the learned the value of systems based training, integrated systems and the necessity of maintaining composure under life and death situations. She ended her piloting career in corporate aviation, as one of the youngest pilots ever type-rated in a triple engine jet.
Upon completing her MBA with an emphasis in Finance, Vanessa was recruited by a fellow classmate into becoming the CFO/COO for a digital agency experiencing rapid growth. She was tasked with finding a “middle way” that balanced the needs of finance/accounting, with that of creative, culture and the client. It was during this period that she first deployed Workamajig… with an emphasis on best practices, workflows and obtaining actionable data; tripling agency profit. The agency was acquired in 2010.
Over the last eight years, Vanessa has built a consultancy focused on helping agencies through complex organizational change, deploying integrated systems and business intelligence (agency storyboards®) to improve decision making. As a Workamajig® partner, she has helped many of their largest and most complex clients achieve great success with the platform.
Jen Maufrais Kelly, Director of Creative Services, Threshold/Carve
Coming from a background in the Arts, Jen has found that her ability to creatively solve problems helps her in her position as Director of Creative Operations at the 2017 #5 fastest growing company in Austin, TX. Jen joined Threshold when it was a small startup, and through various roles, she has helped the company grow into Threshold/Carve, an international integrated agency.
Jen's unique position has her working with every team in the company to deliver strategic and effective campaigns for their clients. She leads the Traffic and Resource Management team, project manages all internal business development initiatives, and manages all print projects and vendor relations - all while continuously identifying and solving challenges as every department grows and evolves.
Drew McLellan, Agency Consultant, Top Dog Agency Management Institute
Drew McLellan has worked in advertising for 25+ years and started his own agency, McLellan Marketing Group in 1995 after a five-year stint at Y&R and still actively runs the agency. He also owns and runs Agency Management Institute (AMI), which serves 250+ agencies small to mid-sized agencies (advertising, digital, marketing, media and PR) every year, so they can increase their AGI, attract better clients and employees, mitigate the risks of being self-employed in such a volatile business and best of all — let the agency owner actually enjoy the perks of agency ownership.
AMI is the only agency network that is run by an active agency owner. It offers:
Public workshops for agency owners, leaders and account service staff
Owner peer networks
Private coaching/consulting for agency owners
Annual primary research with CMOs and client decision makers about their work with agencies
The highly praised podcast Build A Better Agency
Drew often appears in publications like Forbes, Entrepreneur Magazine, New York Times, Washington Post, Agency Post, AdAge, CNN, BusinessWeek, and many others. The Wall Street Journal calls him “one of 10 bloggers every entrepreneur should read.” He also speaks at leading agency conferences and is often cited in agency-centric content for his expertise in the industry. When he’s not hanging out with clients or agency owners and their staff, Drew spends time with his daughter and pondering why the Dodgers can’t seem to win a World Series. Drew has a Master’s Degree from the University of Minnesota but alas, he cannot remember their fight song.
Rachel Digman, Comptroller and Media Buyer, Smith and Jones
Rachel Digman is comptroller, media buyer and member of the management team for Smith & Jones, a healthcare marketing agency in Upstate New York. Before joining Smith & Jones in 2004, Rachel earned her accounting degree from Albright College in Reading, PA. and worked as a project-based accountant at an architectural firm. Her accounting expertise and no-nonsense, by-the-numbers approach to agency finances have earned the respect of clients and the media reps who try their best to negotiate with her.
To help her maintain clients’ budgets and sustain a healthy bottom line for the agency, Rachel relies on the latest project management software. She has been a Workamajig power user for over 14 years since the agency became a beta test site for Workamajig (formerly Creative Manager Pro). Rachel was one of the original agency users of the platform, and actually set up the first LinkedIn group for Workamajig users (https://www.linkedin.com/groups/1044957/profile).
Handouts And Presentation Files
Schedule of Events
- Greg Geiger - Workamajig Platinum Roadmap
- Ron Ause - The Way: CRM for Salespeople and Account Executives
- Mike Wang - The Way: Estimating, Project Intake & Setup
- Ron Ause & Greg Geiger - Introduction of new Platinum Resourcing
- Ron Ause & Greg Geiger - The Way: Project Management & Resourcing
- Mike Wang - The Way: Project Communications, Collaboration, & Deliverables
- Ron Ause & Greg Geiger - Introduction to new Dashboards and Business Intelligence
- Mike Wang - The Way: Time / Expense Tracking & Billing
- Ron Ause - The Way: Financial Analysis & Management Reporting
- Training: CRM for Salespeople and AE's
- Training: Estimating - Project Intake & Setup
- Leading the Way: Moving to Platinum
- Training: Project Management & Resourcing
- Training: Project Communications, Collaboration
- Training: Advanced Traffic & Resourcing
- Training: Vendor Expenses & Billing
- Training: Financial Analysis & Management Reporting
- Training: Dashboards, Graphs and Charts
- Michael Gass, Fuel Lines - CRM and New Business
- Bonnie Carroll Nelson, PMD - Collaboration and Deliverables from a Real World Perspective
- Vanessa Edwards, CPI - Project Management and Accounting
- Jen Maufrais Kelly, Threshold - Project Management from a Real World Perspective
- Drew McLellan, Agency Management Institute - Finance and Metrics
- Rachel Digman, Smith and Jones - Billing/Accounting from a Real World Perspective
If you do not find the information you are looking for in the help guide itself or if you have suggestions, additions, or corrections, please send an email to firstname.lastname@example.org