2024 Year End Review / 2025 Company Vision and Goals
Rich Wyckoff
3:40pm – 4:25pm
Plan To Make Plan:
Senior Leaders
Sales
Mike Ochoa
Commercial & Industrial
John Harrison
Professional Services
Anthony Tippins
Commercial Light
Jay Parker
4:25pm – 4:45pm
Phoenix Project
Jay Parker and John Harrison
4:45pm – 5:00pm
Break
Ventana Room
5:00pm – 5:10pm
Sales Pursuit Success Profile
Justin Vidal
Shell
5:10pm – 5:40pm
MECC Welcome and Intro
Dustin Culver
5:40pm – 6:00pm
Sales Awards
Sales Leadership
6:30pm – 9:00pm
Cocktail Reception and
Bahia Belle Sternwheeler:
Team Dinners
BD Team: Upper Tier
AM Team: Bottom Tier
Wednesday, March 12th
Time
Day 2 : Wednesday, March 12, 2025
Presenter(s)
Location
7:30am – 8:30am
Breakfast
Ventana
8:30am – 8:40am
Day 1 Recap and Day 2 Agenda
Justyn St. Clair
Shell
8:40am – 9:00am
2025 Sales Engine to Win
Justyn St. Clair
9:00am – 9:30am
Industrial Strategy / Update
Scott Ercole
9:30am – 10:00am
Sales Ops Updates and Future Roadmap
Igor Tischenko
10:00am – 10:15am
Break
Ventana
10:15am – 11:00am
Professional Solutions Sales Strategy
Anthony Tippins, Standa Soucek, Cole Squiers and Scott Ercole
Shell
11:00am – 12:00pm
Professional Solutions Team Selling Breakout
Group 1
Anthony Tippins and Standa Soucek
Shell
Group 2
Cole Squiers and Scott Ercole
Ventana
12:00pm – 1:00pm
Lunch
Ventana
Ventana
1:00pm – 1:30pm
Marketing Updates – Future Roadmap
Vanessa Lepice
Shell
1:30pm – 2:00pm
Pitch & Business Presentations
Ally O’Dell
2:00pm – 2:20pm
VOC
Igor Tischenko
2:20pm – 3:05pm
Elevator Pitch:
AM Group 1
Ally O’Dell
Shell
BDM-EBDM-ISE Group 2
Mike Kunes and Scott Ercole
Ventana
3:05pm- 3:20pm
Break
Ventana
Ventana
3:20pm – 4:50pm
Sales Team Session:
Vanessa Lepice
Shell
Probing for Success
Buyer’s Persona & Journey
4:50pm – 5:00pm
Report Out
Shell
5:45pm
Transportation to Dinner
Lobby Driveway
6:00pm – 8:30pm
Team Event & Dinner
Offsite
Thursday, March 13th
Time
Day 3 : Thursday, March 13 2025
Presenter(s)
Location
7:30am – 8:30am
Breakfast
Ventana
Ventana
8:30am – 8:40am
Day 2 Recap and Day 3 Agenda
Justyn St. Clair
Shell
8:40am – 9:10am
Sales Approach and Plan
Mike Kunes
9:10am – 10:10am
Break Out Sessions:
BDM: Market Map Implementation – Sales Exercise
Shell Room
AM: BI Dashboard, VOC, Formal QBR Format
Ventana Room
10:10am – 10:30am
Break
Ventana
Ventana
10:30am – 11:45am
Guest Speaker
Jake Olson
Shell
11:45am – 12:00pm
Report Out
12:00pm – 1:00pm
Boxed Lunch and Departures
Ventana
Ventana
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