2009 Nct Sales Meeting Agenda

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Sales Agenda for NCT 2009 Sales Meeting

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2009 Nct Sales Meeting Agenda

  1. 1. National Check Trust May 2009 Sales Meeting Agenda
  2. 2. a g e n d a Monday, May 4, 2009 Location: 3200 Executive Way 8:30 a.m. – 9:30 a.m. Introduction Presenters: Alan Gartner and Marty Halpern 9:30 a.m. –10:30 a.m. Accounting Update Presenters: Tom Lonardo, Lillian Rondanini, Amy Davila, Hans Pierre -Credit Application (Direct Debit, ACH, ECC) -Tax -Business Report -Update on AR flow 10:30 a.m. – 10:45 a.m. Break 10:45 a.m. – Noon Accounting Update Continuation Noon – 1 p.m. Lunch 2
  3. 3. a g e n d a Monday, May 4, 2009 cont… Location: 3200 Executive Way 1 p.m. – 2 p.m. Reimbursement Overview Presenters: Alan Gartner and Laurence Lee/ -Reimbursement options -Updates on Direct Debit program 2 p.m. – 3 p.m. Flat Rate Presenter: Phil Wasserman 3 p.m. – 3:15 p.m. Break 3:15 p.m. – 4:30 p.m. Merchant Services Presenters: Ariel Martinez and Vanessa Vega -MS updates -Improvements for training 4:30 p.m. – 5:30 p.m. Meeting Wrap Up 7 p.m. Welcome Dinner at Gatsby’s 3
  4. 4. a g e n d a Tuesday, May 5, 2009 Location: 2811 Corporate Way 8:30 a.m. –10 a.m. Telemarketing Department Update Presenter: Claudia Diaz -Meet and greet with new Inside Sales team, new scripts, 2009 Goals 10 a.m. – 10:15 a.m. Break 10:15 a.m. – 11:30 a.m. IT Overview Presenter: Robert Frank, Joe Martinez and Sheldon Valentine -Smart Phone, Extranet. Remote Terminals, I-Tranz, Billing Portal 11:30 a.m. -12:30 p.m. Orion Terminal Update Presenter: Tony Southard , Senior VP of Sales , 4 Access) 12:30 p.m. – 1:30 p.m. Lunch (sponsored by 4 Access) 4
  5. 5. a g e n d a Tuesday, May 5, 2009 cont… Location: 2811 Corporate Way 1:30 p.m. – 2:30 p.m. 2009 Terminal Program Presenter: Alan Gartner 2:30 p.m. –3:30 p.m. NCT 2009 Updated Agreements Presenter: Jonathan Winer -Terminals (Purchase Agreements, Loaner Agreements) -Updates on NCT Service Agreements (core and non-core) -Direct Debit Addendum 3:30 p.m. – 3:45 p.m. Break 3:45 p.m. – 5 p.m. Terminal Sales Presenter: Mark Despars and Alan Gartner 5 p.m. – 5:30 p.m. Meeting Wrap Up 5
  6. 6. a g e n d a Wednesday, May 6, 2009 Location: 3200 Executive Way 8:30 a.m. – 9:30 a.m. Social Networking for Sales Presenter: Charles Martin 9:30 a.m. – 10:30 a.m. Marketing Updates Presenters: Jeanine Goodstein and Alan Gartner 10:30 a.m. – 10:45 a.m. Break 10:45 a.m. – Noon Marketing Updates continued… Noon – 1 p.m. Lunch 6
  7. 7. a g e n d a Wednesday, May 6, 2009 Location: 3200 Executive Way 1 p.m. – 3 p.m. New NCT Programs Presenters: Jeanine Goodstein and Alan Gartner 3 p.m. – 3:15 p.m. Break 3:15 p.m. – 5 p.m. Cognos reporting from Goldmine Presenters: Alan Gartner, Claudia Diaz and Alicia Miguelez 5 p.m. – 5:30 p.m. Meeting Wrap-up 7 p.m. Dinner at Marty’s beach house 7
  8. 8. a g e n d a Thursday, May 7, 2009 Location: 3200 Executive Way 8:30 a.m. Dale Carnegie Sales Training 10 a.m. – 10:15 a.m. Break Noon – 1 p.m. Lunch 3 p.m. – 3: 15 p.m. Break 5: 30 p.m. End of Dale Carnegie Sales Training 7 p.m. (optional) Dinner and a movie with Alan Gartner and Tom Lonardo Dinner at Friday’s Movie : X-Men Origins : Wolverine 8
  9. 9. a g e n d a Friday, May 8, 2009 Location: 3200 Executive Way 9 a.m. – 10 a.m. Goldmine email blasting Presenter: Taarik Rahaman Anton Systems 10 a.m. – 10:15 a.m. Brake 10:15 a.m. – noon CSI / Risk / Authorizations / Collections Presenter: Alex Borroto Noon – 1 p.m. Lunch 1 p.m. End of Sales Meeting / Travel to airport 9

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