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14 Hours of high-value training
Cutting edge techniques to
organize your work and get better
results from your most frequently
used tools
Navigate change to your benefit
Communicate powerfully using
data illustrations in PowerPoint
Become Cloud-savvy with a full
day of cloud-connected
technology learning
VENUE:
Embassy Suites-Lynnwood
I-5 North & 44th
Avenue North
Lynnwood, WA 98036
COST:
EARLYBIRD REGISTRATION:
$195 Members
$239 Non-Members
(through March 31)
REGULAR REGISTRATION:
$210 Members
$265 Non-members
(April 1 and after)
CLICK HERE to
REGISTER ONLINE
A SUMMIT DESIGNED
FOR YOU!
Leading the Way with Technology
2015 Summit | April 17-18, 2015
Join administrative professionals
from around the Pacific
Northwest for two-days of in-
depth learning!
You’re always doing things for
others—this event is just for
you!
Do something fabulous for
yourself and your career.
Friday, April 17th
7:00 - 8:00 am Registration Open
8:00 - 10:00 am Word for Power Users Colleen Savory
(2 recertification points)
10:00 - 12:00 pm Data-Driven Presentations with Excel
and PowerPoint
Gini Courter
(2 recertification points
12:00 - 1:30 pm Lunch and Vendor Fair
1:30 - 2:30 pm Managing Change Transitions Antoinette Smith, CAP-OM,
2014-2015 IAAP International
President
(1 recertification point)
2:50 - 4:50 pm Outlook Power Shortcuts Colleen Savory
(2 recertification points)
5:15 - 6:15 pm Stand, Stretch, Sip, and Soak-in:
What’s New with Office 2015
Gini Courter
(1 recertification point)
Saturday, April 18th
7:00 - 8:00 am Registration Open
8:00 - 10:00 am Working in the Cloud with Box Gini Courter
(2 recertification points)
10:00 - 12:00 pm Office 365 Colleen Savory
(2 recertification points)
12:00 – 2:00 pm Lunch and Vendor Fair
2:00 - 4:00 pm Box OneCloud and Mobility
(iPhone, Android, iPad)
Gini Courter
(2 recertification points)
6:00 – 8:00 pm Closing Celebration and Banquet
Immerse yourself in learning and stay the weekend!
Embassy Suites is offering attendees a special room rate!
$139 King Non-Smoking
$159 Double Non-Smoking
Call 425-775-2500 for the International Association of
Administrative Professionals block or book online
Special Room Rate Expires March 16, 2015
Leading the Way with Technology | 2015 Summit | April 17-18, 2015 2 | Page
Seminar Sessions
Word for PowerUsers – ColleenSavory
You already know the basics of Word 2013. Ready to take your skills to the next level? Unlock the full capabilities of this p owerful
word processor with advanced tips, tricks, and shortcuts including tips for selecting and formatting text. Then dive into shortcuts
for managing files, entering and editing text, and documents.
Data-DrivenPresentations with Exceland PowerPoint – Gini Courter
In this “soup to nuts” session, we wil begin with an Excel workbook filled with the types of data you find in any organization. We
will use conditional formatting to highlight important data, and use sparklines and charts, pivot tables, and pivot charts to illustrate
data and create an easy-to-understand knowledge interface. Then, we will switch to our PowerPoint presentation and use the Excel
charts and tables, Office SmartArt Graphics, and photos and video from a digital camera to illustrate key concepts in our
presentation. Embedding, animating, converting, formatting, compressing, editing, and making the presentation portable – you’ll
get it all. So, if you’ve wondered how to create compelling presentations to showcase organizational data, this is the sess ion for
you.
Outlook PowerShortcuts – ColleenSavory
Get tips, tricks, and keyboard shortcuts that will save time, increase productivity, and help you stay organized—whether you're
sending emails or managing your task list. Start with the top 10, and power up from there. Learn techniques for quickly organizing
the inbox, managing incoming messages, replying to emails, and a few other cool tricks-- like sending texts from Outlook! This
course will also help you manage your appointments, share calendars, work with contacts, and integrate your tasks with the rest of
Outlook.
What’s new with Office 2015 - Gini Courter
Bring your wine for this informal demonstration of the new features of the latest version of Office, due to launch this spring. If
Office 2015 is not available at the time of the conference, we’ll hold an open question and answer session on Office 2013 and
Office 365.
Working in the Cloud with Box - Gini Courter
Box is an online file-sharing and cloud-content-management service for businesses. This session will introduce you to Box, show
you how to start a free personal account, and begin storing and viewing files. We will also demonstrate how to extend Box with
Box Notes, and take advantage of Box mobile solutions.
Office 365 – ColleenSavory
In this session you’ll see how Office 365 allows you and your team to email, collaborate on documents, share calendars, and host
meetings-- all from the cloud. We will start by briefly showing you how to subscribe to Office 365 for home use before
demonstrating Office 365 for business use- including how to upload and share files, manage mail, contacts, and calendars with the
Outlook Web App.
Box OneCloudand Mobility (iPhone, Android, iPad) - Gini Courter
For our last session, we return to Box and the Box-selected enterprise apps known as OneCloud. With Box OneCloud, you can go
mobile with a tablet rather than lug your notebook on the road. The OneCloud apps like iAnnotate, SlideShark, and Documents to
Go allow you to create and edit documents, deliver presentations, and annotate documents without ever firing up your PC.
Leading the Way with Technology | 2015 Summit | April 17-18, 2015 3 | Page
Managing Change Transitions – Antoinette Smith, CAP-OM
Change occurs constantly in many ways and is situational: whether moving to a new location, reorganizing of a business, moving
to a new assignment within your company, learning new technology, or perhaps retiring from a long-time career. There are
limitless situations for change. It isn’t the change people have difficulty with, it’s the transition management.
Change transition is a three-phase process people go through as they work through the details of a change. Participants will gain
information on the process of change (change management and transition management). Leaders will gain information on
 How to effectively communicate change.
 Identify how to lead people through the transition of letting go of the known comfort zone.
 Gain tips on leveraging engagement to navigate the change process that will ultimately lead to new beginnings.
Meet our Speakers
ColleenSavory
Colleen Savory is a dynamic and enthusiastic trainer/speaker with extensive knowledge of Microsoft Office applications. Colleen is
an engaging, knowledgeable trainer. For Colleen, the user is the primary focus for every training interaction: from course
conception to training design and delivery. She understands what users want to learn and creates training that will help them do
so; she knows what the speed bumps and potholes are, and gives advice to users on how to avoid them. She has over 14 years o f
experience creating computer- based training and teaching computer applications.
Gini Courter, TRIAD Consulting
Gini Courter has been providing computer classes and seminars on Microsoft Office and related
products for more than 20 years at public and private companies, state and federal agencies,
educational institutions, and not-for-profit organizations. She has consulted and trained on the use of
Microsoft SharePoint since the first SharePoint product was launched in 2001. A founder and managing
partner of TRIAD Consulting, Gini is also the author of 29 books, including Beginning SharePoint with
Excel, and a number of lynda.com movies on SharePoint, SharePoint Designer, InfoPath, and other
software titles. Gini's passion is helping clients use SharePoint and Microsoft Office applications to
create solutions that increase efficiency and collaboration while improving the quality of people's work
lives. She is a graduate of the University of Michigan with an M.B.A. from Oakland University. You can find her on Twitter
@Gini4Tips. http://www.triadconsulting.com/
Antoinette Smith, CAP-OM
Antoinette ‘Toni’ Smith, CAP-OM joined the Boeing Company (formerly McDonnell Douglas) in 1975 as a
Stenographer in Grand Rapids, Michigan. She transferred to St. Louis in 1989 and has supported several
programs within the company at the St. Louis site, most recently as an Executive Office Administrator for a
Vice President and management team in the Boeing Defense System Corporate Development organization
responsible for leading mergers, acquisitions, divestitures, equity investments, joint ventures, and the support
of the company’s broader strategic initiatives. She also served as the organization’s Project Administrator.
She holds a “Train the Trainer” Instructor Certificate and is a SME (subject matter expert) in the area of career
portfolios, business etiquette, and professional image. Toni is also a former Advisor for the St. Louis/St.
Charles Boeing Association of Administrative Professionals (BAAP). Toni retired from the Boeing Company
after 40 years of service effective January 2015.
Toni attended Ferris State University where she majored in Secretarial Science. She holds the Certified Administrative Professional
designation with a specialty in Organizational Management.
Leading the Way with Technology | 2015 Summit | April 17-18, 2015 4 | Page
In the community, she serves on the St. Louis Community College Advisory Board, develops and facilitates career development
forums, and has participated in several mentoring relationships and keynotes.
Toni is the 2014-2015 Board President of the International Association of Administrative Professionals® (IAAP®), responsible for
governance initiatives that drive the strategic direction and oversight over the governance of the association for approximately
15,000 administrative professionals.
Our Generous Sponsors
Gold
Silver
Bronze
(as of January 20, 2015)
General Information
Scent-Free Event: In order to make this event as accessible as possible for those with Multiple Chemical Sensitivities, please
refrain from wearing any scented products or clothes washed in scented detergent to this event.
Dress Code: Friday and Saturday Seminars, business casual. Saturday Banquet, dressy casual or cocktail.
Name Badges: All attendees are required to wear the badges issued by the Registration Committee.
Cancellation Policy:
Date (Noon PST) Cancellation policy
Through March 1, 2015 Full Refund, less $50 processing fee
On or after March 27, 2015 50% Refund, less $50 processing fee
March 31, 2015 and after No Refunds. Registration may be
transferred to another person.

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14 Hours of Tech Training to Organize Work & Get Cloud-Savvy

  • 1. 14 Hours of high-value training Cutting edge techniques to organize your work and get better results from your most frequently used tools Navigate change to your benefit Communicate powerfully using data illustrations in PowerPoint Become Cloud-savvy with a full day of cloud-connected technology learning VENUE: Embassy Suites-Lynnwood I-5 North & 44th Avenue North Lynnwood, WA 98036 COST: EARLYBIRD REGISTRATION: $195 Members $239 Non-Members (through March 31) REGULAR REGISTRATION: $210 Members $265 Non-members (April 1 and after) CLICK HERE to REGISTER ONLINE A SUMMIT DESIGNED FOR YOU! Leading the Way with Technology 2015 Summit | April 17-18, 2015 Join administrative professionals from around the Pacific Northwest for two-days of in- depth learning! You’re always doing things for others—this event is just for you! Do something fabulous for yourself and your career. Friday, April 17th 7:00 - 8:00 am Registration Open 8:00 - 10:00 am Word for Power Users Colleen Savory (2 recertification points) 10:00 - 12:00 pm Data-Driven Presentations with Excel and PowerPoint Gini Courter (2 recertification points 12:00 - 1:30 pm Lunch and Vendor Fair 1:30 - 2:30 pm Managing Change Transitions Antoinette Smith, CAP-OM, 2014-2015 IAAP International President (1 recertification point) 2:50 - 4:50 pm Outlook Power Shortcuts Colleen Savory (2 recertification points) 5:15 - 6:15 pm Stand, Stretch, Sip, and Soak-in: What’s New with Office 2015 Gini Courter (1 recertification point) Saturday, April 18th 7:00 - 8:00 am Registration Open 8:00 - 10:00 am Working in the Cloud with Box Gini Courter (2 recertification points) 10:00 - 12:00 pm Office 365 Colleen Savory (2 recertification points) 12:00 – 2:00 pm Lunch and Vendor Fair 2:00 - 4:00 pm Box OneCloud and Mobility (iPhone, Android, iPad) Gini Courter (2 recertification points) 6:00 – 8:00 pm Closing Celebration and Banquet Immerse yourself in learning and stay the weekend! Embassy Suites is offering attendees a special room rate! $139 King Non-Smoking $159 Double Non-Smoking Call 425-775-2500 for the International Association of Administrative Professionals block or book online Special Room Rate Expires March 16, 2015
  • 2. Leading the Way with Technology | 2015 Summit | April 17-18, 2015 2 | Page Seminar Sessions Word for PowerUsers – ColleenSavory You already know the basics of Word 2013. Ready to take your skills to the next level? Unlock the full capabilities of this p owerful word processor with advanced tips, tricks, and shortcuts including tips for selecting and formatting text. Then dive into shortcuts for managing files, entering and editing text, and documents. Data-DrivenPresentations with Exceland PowerPoint – Gini Courter In this “soup to nuts” session, we wil begin with an Excel workbook filled with the types of data you find in any organization. We will use conditional formatting to highlight important data, and use sparklines and charts, pivot tables, and pivot charts to illustrate data and create an easy-to-understand knowledge interface. Then, we will switch to our PowerPoint presentation and use the Excel charts and tables, Office SmartArt Graphics, and photos and video from a digital camera to illustrate key concepts in our presentation. Embedding, animating, converting, formatting, compressing, editing, and making the presentation portable – you’ll get it all. So, if you’ve wondered how to create compelling presentations to showcase organizational data, this is the sess ion for you. Outlook PowerShortcuts – ColleenSavory Get tips, tricks, and keyboard shortcuts that will save time, increase productivity, and help you stay organized—whether you're sending emails or managing your task list. Start with the top 10, and power up from there. Learn techniques for quickly organizing the inbox, managing incoming messages, replying to emails, and a few other cool tricks-- like sending texts from Outlook! This course will also help you manage your appointments, share calendars, work with contacts, and integrate your tasks with the rest of Outlook. What’s new with Office 2015 - Gini Courter Bring your wine for this informal demonstration of the new features of the latest version of Office, due to launch this spring. If Office 2015 is not available at the time of the conference, we’ll hold an open question and answer session on Office 2013 and Office 365. Working in the Cloud with Box - Gini Courter Box is an online file-sharing and cloud-content-management service for businesses. This session will introduce you to Box, show you how to start a free personal account, and begin storing and viewing files. We will also demonstrate how to extend Box with Box Notes, and take advantage of Box mobile solutions. Office 365 – ColleenSavory In this session you’ll see how Office 365 allows you and your team to email, collaborate on documents, share calendars, and host meetings-- all from the cloud. We will start by briefly showing you how to subscribe to Office 365 for home use before demonstrating Office 365 for business use- including how to upload and share files, manage mail, contacts, and calendars with the Outlook Web App. Box OneCloudand Mobility (iPhone, Android, iPad) - Gini Courter For our last session, we return to Box and the Box-selected enterprise apps known as OneCloud. With Box OneCloud, you can go mobile with a tablet rather than lug your notebook on the road. The OneCloud apps like iAnnotate, SlideShark, and Documents to Go allow you to create and edit documents, deliver presentations, and annotate documents without ever firing up your PC.
  • 3. Leading the Way with Technology | 2015 Summit | April 17-18, 2015 3 | Page Managing Change Transitions – Antoinette Smith, CAP-OM Change occurs constantly in many ways and is situational: whether moving to a new location, reorganizing of a business, moving to a new assignment within your company, learning new technology, or perhaps retiring from a long-time career. There are limitless situations for change. It isn’t the change people have difficulty with, it’s the transition management. Change transition is a three-phase process people go through as they work through the details of a change. Participants will gain information on the process of change (change management and transition management). Leaders will gain information on  How to effectively communicate change.  Identify how to lead people through the transition of letting go of the known comfort zone.  Gain tips on leveraging engagement to navigate the change process that will ultimately lead to new beginnings. Meet our Speakers ColleenSavory Colleen Savory is a dynamic and enthusiastic trainer/speaker with extensive knowledge of Microsoft Office applications. Colleen is an engaging, knowledgeable trainer. For Colleen, the user is the primary focus for every training interaction: from course conception to training design and delivery. She understands what users want to learn and creates training that will help them do so; she knows what the speed bumps and potholes are, and gives advice to users on how to avoid them. She has over 14 years o f experience creating computer- based training and teaching computer applications. Gini Courter, TRIAD Consulting Gini Courter has been providing computer classes and seminars on Microsoft Office and related products for more than 20 years at public and private companies, state and federal agencies, educational institutions, and not-for-profit organizations. She has consulted and trained on the use of Microsoft SharePoint since the first SharePoint product was launched in 2001. A founder and managing partner of TRIAD Consulting, Gini is also the author of 29 books, including Beginning SharePoint with Excel, and a number of lynda.com movies on SharePoint, SharePoint Designer, InfoPath, and other software titles. Gini's passion is helping clients use SharePoint and Microsoft Office applications to create solutions that increase efficiency and collaboration while improving the quality of people's work lives. She is a graduate of the University of Michigan with an M.B.A. from Oakland University. You can find her on Twitter @Gini4Tips. http://www.triadconsulting.com/ Antoinette Smith, CAP-OM Antoinette ‘Toni’ Smith, CAP-OM joined the Boeing Company (formerly McDonnell Douglas) in 1975 as a Stenographer in Grand Rapids, Michigan. She transferred to St. Louis in 1989 and has supported several programs within the company at the St. Louis site, most recently as an Executive Office Administrator for a Vice President and management team in the Boeing Defense System Corporate Development organization responsible for leading mergers, acquisitions, divestitures, equity investments, joint ventures, and the support of the company’s broader strategic initiatives. She also served as the organization’s Project Administrator. She holds a “Train the Trainer” Instructor Certificate and is a SME (subject matter expert) in the area of career portfolios, business etiquette, and professional image. Toni is also a former Advisor for the St. Louis/St. Charles Boeing Association of Administrative Professionals (BAAP). Toni retired from the Boeing Company after 40 years of service effective January 2015. Toni attended Ferris State University where she majored in Secretarial Science. She holds the Certified Administrative Professional designation with a specialty in Organizational Management.
  • 4. Leading the Way with Technology | 2015 Summit | April 17-18, 2015 4 | Page In the community, she serves on the St. Louis Community College Advisory Board, develops and facilitates career development forums, and has participated in several mentoring relationships and keynotes. Toni is the 2014-2015 Board President of the International Association of Administrative Professionals® (IAAP®), responsible for governance initiatives that drive the strategic direction and oversight over the governance of the association for approximately 15,000 administrative professionals. Our Generous Sponsors Gold Silver Bronze (as of January 20, 2015) General Information Scent-Free Event: In order to make this event as accessible as possible for those with Multiple Chemical Sensitivities, please refrain from wearing any scented products or clothes washed in scented detergent to this event. Dress Code: Friday and Saturday Seminars, business casual. Saturday Banquet, dressy casual or cocktail. Name Badges: All attendees are required to wear the badges issued by the Registration Committee. Cancellation Policy: Date (Noon PST) Cancellation policy Through March 1, 2015 Full Refund, less $50 processing fee On or after March 27, 2015 50% Refund, less $50 processing fee March 31, 2015 and after No Refunds. Registration may be transferred to another person.