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Discover the
                                                                of great
                                                                customer contact




                As to all Disney images, ©Disney


                                                   EVERTHING in your business
                                                   begins or ends with a phone call.
                                                   And EVERYTHING about your
                                                   contact center can be found here!




SEPTEMBER 12-15, 2010
Disney’s Contemporary Resort
 www.ata2010convention.org
and
                  Join us in Orlando at Disney’s amazing
                                                               ort. With
                   completely renovated Contemporary Res
                                                              year, we
                   a line-up of 65% more content than last
                                                               magic of
                   are focused on helping you discover the
                   GREAT customer contact.                                                       © Disney
                                                               ers from over
                   Come and join executives and practition
                                                             experiences
                   25 countries who will be sharing their
 and presenting how real business problem
                                               s have been addressed with      EARLY SPONSORS:
                                            are committed to making
 practical and actionable solutions. We
 this the most cost effective and worthw
                                            hile convention in the entire      D I A MO N D
                                               that we have not raised
 industry. For this reason, you will notice
                                           block of rooms at an incredible
 conference prices and have reserved a
 rate for this world class property.
                                              e you unequaled opportunities
  The 2010 Convention and Expo will giv
                                               s and speed networking
  to network during “hot topic” roundtable
                                              business and have more fun
  sessions. You will learn more, do more                                       GOLD
                                              in the past!
  than at any convention you’ve attended
                                               gs we have planned, you will
  Of course, in addition to all the new thin
                                               uding the PAC fundraiser,
   still enjoy some traditional favorites incl
                                                casino night. Join us and
   annual golf tournament, awards gala and
                                               , fun and ultimately, the
   I promise that the education, networking
                                               your company’s bottom line
   professional development and benefit to
   will be magical.
    We’ll see you in September!                                                EV EN T


   Tim Searcy
   ATA CEO



                                                                               ADDITIONAL
Are you an executive or manager involved in or responsible for any
of these following industries? If so, don’t miss this conference!
Disney’s Contemporary Resort
Rising majestically between the shores of Bay Lake and Seven Seas
Lagoon, Disney’s Contemporary Resort immerses you in a world of
modern art and landmark architecture as sleek monorails silently
glide through the center of the stunning atrium lobby. You’ll enjoy
the distinctive style of oversized guest rooms and suites, most with
dramatic lakefront or Theme Park views, along with a marina, health
club, and an expansive pool area. For a truly memorable dining
experience, the award-winning California Grill o ers breathtaking
views of Cinderella Castle from high atop the hotel. And, you’re just
a short stroll or monorail ride away from all the sights and sounds of
the Magic Kingdom® Park and Epcot®.

WANT TO SEE MORE?

Purchase Special Disney Tickets in Advance: Available only to
convention attendees, their guests and family members, Disney’s
multi-day and half-day Meeting/Convention tickets are designed to
 t any agenda and can’t be purchased at the Theme Park gates. For
more information visit, www.DisneyConventionEars.com/Tickets.

Extend Your Stay: Once you’re here, you’ll discover that the Walt
Disney World® Resort o ers                                               © Disney

more magical experiences
than you ever dreamed
possible. Don’t pass up
the chance to add an
extra few days before or
after the convention for
a spectacular golf or spa
getaway or the perfect
vacation with family and
friends. The resort will
extend the same room
rates* for the convention to
any nights you add to
your visit.


*Room Rates are subject
to change without notice
and are based on availability.
Group rates may not be
combined with any other
discounts or o ers.

                       © Disney
Come Network With Us
From the expo hall to the special events, the 2010 ATA
Convention & Expo provides plenty of networking
opportunities with other business professionals.


 Sunday                               Tuesday
 ATA Open Golf Tournament             Annual ATA Awards
 ATA 4th Annual                       Gala
 Tennis Tournament                    Casino Night
 Opening Reception

 Monday                               Wednesday
 Opening Session & Keynotes           Call Centers CARE
                                      Philanthropic Project
 Speed Networking
 Expo Hall Opening & Reception
 ATA Chapter/New Members’
 Reception
 ATA-PAC Live Music Event


Exhibiting and Sponsorships are a great way for companies
to enhance brand visibility, network for lead generation and      Sponsorship Opportunities
showcase new products. The annual ATA Convention & Expo           Take advantage of the multiple
attracts domestic and international teleservices decision         opportunities to display your company
makers. Our convention attendees are quali ed buyers who          name, logo and/or web address.
are ready to do business.                                         ATA Cyber Café           Breath Mints
In fact, past expos have resulted in up to one-third of event     Attendee Bags            Convention Breaks
attendees actually closing business on the exhibit hall oor.      Awards Dinner            Attendee Packet
                                                                                           Insert
At the 2009 Convention, 78% of our attendees were able            Co ee Mugs
to close business during the event because they had nal                                    Golf Polo Shirts
                                                                  Opening Reception
decision making authority and/or high-level input on                                       Boxed Golf Luncheon
                                                                  Convention Navigator
products and services purchased on behalf of the company.                                  Golf Bags Golf Caps
                                                                  Badge Inserts
                                                                                           Golf Balls
                                                                  Pad Folios
               Convention Attendee Pro le                                                  Golf Carts
                                                                  Lanyards
                                                                                           Golf Towels
                                                                  Convention Pens
                                                                                           Golf Photographer
                                   Owner President CEO Chairman
                                                                  Exhibit Hall Reception
                                   SVP EVP VP                                              Golf Continental
                                   Director                       Exhibit Hall Lunch       Breakfast
                                   Manager                        Session Sponsor          Golf Water Bottles
                                   Sales Account Exec
                                   Other                          Hotel Key Cards          Golf Tees
                                                                  Attendee Listing         Golf Hole
Keynote Presentations
                         Everything you need to know about acquiring new business, servicing customers, measuring
                                  success, leveraging technology, and maintaining compliance in your contact center.


Creating Magic at Every Customer Touchpoint
                    Bob Simmonds
                    Vice President
                    Walt Disney World® Travel Operations
                    Bob joined Disney in January of 2005 where he is now responsible for the Walt Disney World
                    Travel Operations and Product Development for the Walt Disney World® Travel Company. In his
                    current role, he is responsible for the Disney Reservation Center, “Where the Magic Begins.”
                    Bob has been in the travel industry since 1976 and has been involved in a number of travel
 industry segments. Prior to joining Disney, Bob was the Director, Call Centers Operations and General Manager of
 the Telesales line of business at Expedia.com in Las Vegas. During his tenure with Expedia, Bob and his team built
 the Telesales division from a “proof-of-concept” vision into a line of business quickly approaching $1 billion in
 annual sales within 4 years. Bob was also responsible for starting Expedia’s cruise sales operations and building it
 to nearly $100 million in sales during its rst year of operation.


Professional Personal Certi cation and Development – THE TIME IS NOW!
                   Lani Kane-Hanan
                   Senior Vice President
                   Resort Development & Planning,
                   Inventory and Revenue Mgmt. & Product Innovation
                   Marriott Vacation Club International (MVCI)
                    With nearly 25 years of experience in the hospitality industry, Lani is currently responsible for all
                    MVCI’s Resort planning and development, inventory and revenue management, and product
                    innovation activities. Her teams’ e orts support the Ritz-Carlton Destination Club, Grand
 Residences, and Marriott Vacation Club businesses world-wide. She is a member of MVCI’s Executive Committee.
 She is also an active member of the American Resort Development Association (ARDA), and serves as the
 Chairperson of ARDA’s Meetings Committee.
 Previously, Lani was part of the senior leadership team of a real estate consulting practice where she specialized
 in development, acquisitions, and strategic planning for mixed-use real estate projects and companies.

                   Howard C. Nusbaum, RRP
                   President and Chief Executive O cer
                   American Resort Development Association
                   Howard C. Nusbaum is the president and chief executive o cer of the American Resort
                   Development Association (ARDA). Prior to joining ARDA, Nusbaum served as director of
                   Corporate and Industry Relations for the American Hotel & Lodging Association as well as
                   executive vice president of the Ohio Hotel & Lodging Association. He serves on the Board of
 Directors of the U.S. Travel Association and its Executive Committee.
 Before joining the world of hotel association management, he was vice president of marketing for Janus Hotels
 and Resorts. Nusbaum is a past board member of the Educational Institute of the American Hotel & Lodging
 Association. He received the Educational Institute of the American Hotel & Lodging Association’s “Lamp of
 Knowledge” for his development of hospitality training programs. He also received national recognition for his
 development of the very successful HOST Welfare-to-Work Program.
2010 ATA Open Golf Tournament
Sponsored by 1-2-1 Direct Response




Co-chaired by: Stuart Discount
Tom Rocca, Support Seven




                                                                                                   © Disney


Disney’s Magnolia Golf Course – Step onto the rst tee and into the shoes          Tee        Par    Yardage Rating   Slope
of champions. Power your way down the fairways at this home to the nal
rounds of the PGA Tour FUNAI Classic. These beautifully manicured links,          Gold       72     6091      69.4   125
designed by Joe Lee, are named for an abundance of fragrant Magnolias.            White      72     6642      72.3   130
Elevated tees, spacious greens and tranquil water hazards immerse you in a        Red (W)    72     5232      70.5   123
natural setting t for a ful lling round of championship golf.                     Classic    72     7516      76.4   140
The classic design has very wide fairways, but 11 of the 18 holes have            Blue       72     7182      74.9   136
water, and there are 97 bunkers scattered around the scenic landscape and
greens. The challenging signature hole, the par-3 sixth with the Mickey Mouse-shaped bunker in front of the green,
is nearly 200 yards from an elevated tee, over water to a shallow, elevated green. In all, Disney’s Magnolia Golf Course
measures 7,190 yards from the blue tees, with a course rating of 73.9 and a slope rating of 133.

Itinerary:
7:15 am:   Hotel Departure
7:20 am:   Breakfast & Registration at Disney’s Magnolia Golf Course
8:00 am:   Shotgun Start                                                 Supporting Sponsor: Cyber City Teleservices
12 pm:     Lunch/Awards Presentation
1 pm:      Return to Hotel
SUNDAY, SEPTEMBER 12
           7:00 am


           8:00 am

           Disney’s Magnolia

           9:00 am – 12:00 pm



           12:00 pm – 1:00 pm


           12:00 pm – 6:00 pm


           6:00 pm – 7:30 pm


           8:00 pm – 9:00 pm




© Disney
2010 ATA-PAC Event




Monday 7:00 pm
Join in the fun and support ATA-PAC!




The ATA-PAC is the bi-partisan political action committee of the American Teleservices Association which exists to elect candidates to the United States Congress. Participation in the
ATA-PAC is limited to restricted class association members and is voluntary. Contribution amounts are merely recommendations and impermissible donations shall be immediately
returned to the donor. ATA-PAC sta can answer any questions or clari cations regarding eligibility and/or participation.

Tickets: $150 donation per person
MONDAY, SEPTEMBER 13
8:00 am – 4:00 pm

8:00 am – 8:50 am

9:00 am – 9:20 am

9:20 am – 10:10 am



10:20 am – 11:10 am

11:20 am – 12:00 pm


12:00 pm – 1:00 pm

1:10 pm – 2:00 pm



2:00 pm – 2:50 pm

3:00 pm – 3:50 pm

4:00 pm – 5:00 pm

5:00 pm – 6:00 pm

7:00 pm

                      Night”
*TICKETS REQUIRED
MONDAY, SEPTEMBER 13

                                                                                  How to Best Leverage B2B Tools
     9:20 am – 10:10 am                      10:20 am – 11:10 am
                                                                                  and Processes
KEYNOTE                                 The Good, the Bad & the Ugly
                                                                                  Steve Griggs, President,
Creating Magic at Every                 of PCI Compliance                         In nity Contact, Inc.
Customer Touchpoint                                                               Ed McGuiggan, VP Global eCommerce,
                                        Kristyn Emenecker,
                                                                                  Nuance Communications
Bob Simmonds,                           Director-Solutions Marketing,
Vice President,                         Verint Witness Actionable Solutions
                                                                                  Get an up-close and personal look
Walt Disney World®                                                                at a proven inside sales account
Travel Operations                       Attend this session to learn about
                                                                                  management model that heavily
                                        current trends, drivers and the impact
                                                                                  integrates the contact center with
                                        of compliance with the Payment
Walt Disney World® is globally known                                              other channels to acquire and
                                        Card Industry-Data Security Standard
as THE family destination. But it is                                              upgrade customers. A speci c case
                                        (PCI-DSS) on today’s contact centers
the magic of the experience from                                                  study will be presented to showcase
                                        and teleservices organizations. You’ll
the beginning to the end that keeps                                               the evolution of the B2B model,
                                        have an inside view of the positive
kids of all ages coming back. How                                                 including challenges faced, lessons
                                        and negative e ects managers and
does Disney do it? By creating magic                                              learned over the past four years,
                                        business leaders experience as they
at every touchpoint. You will be                                                  and results attained. Discussion will
                                        work to achieve and maintain PCI
given a behind the curtain glimpse                                                include practical recommendations
                                        compliance to protect consumer
at the Disney approach to “Creating                                               on how to launch and continually
                                        payment data; while at the same time
Magic” with their Guests starting                                                 re ne the results generated by an
                                        complying with other regulations
with the Cast members of the Disney                                               inside sales team. This session will
                                        that require consumer authorization
Reservation Center (DRC).                                                         provide insight on how to prevent
                                        and transaction record retention.
                                                                                  channel overlap along with best
Using the goal of “surprising and                                                 practices in B2B data management.
delighting” the Guest at every touch
point, Disney achieves best-in-class    Social Revolution: Strategies
service ratings while signi cantly      for Succeeding in the Contact             A View from China: Insights on
increasing revenue per call. Bob will   Center                                    the Next Evolution in O shore
discuss how using a combination of                                                Opportunities
technology, nding the right Cast        Brent Bush,
Members and creating the right          SVP/Group Managing Director,              Ted Bernard, Senior Vice President,
motivation while keeping it fun has     Harte-Hanks, Inc.                         In uent
transformed the DRC into a strategic    Craig Meurer,                             Andy Jacobs, President & CEO,
pro t center for the Parks and          Director of CRM & Technology              In uent
Resorts Segment of the Walt Disney      Solutions, Harte-Hanks, Inc.              Tony Bruno, Director,
Company and the standard bearer for                                               PCCW Teleservices
magic of the rst of many customer       Understand how social media
touchpoints.                            a ects the contact center and             The discussion will provide a
                                        teleservices. Attendees will have a         rsthand account of call center
                                        tactical approach for initiating social   and BPO programs in China. Both
                                        CRM and support in the contact            internal growth as an attractive
                                        center – and know why they cannot         market for multi-national companies
                                        ignore this revolution in customer        as well as access to talented, low
                                        communications. Best practices will       cost resources, makes China a very
                                        be shared to understand emerging          attractive location. India and the
                                        trends and ensure long-term success.      Philippines, which have become the
MONDAY, SEPTEMBER 13
                                                                                  dynamic speakers as they relate the
world’s major BPO players, are facing     Breaking the Chains of                  successful progression of professional
talent shortages and higher attrition     Traditional Metrics                     certi cation in the timeshare
rates. Many experts now believe that                                              industry. From what it has meant for
similar BPO industries are expected       Stephanie Millner,
                                                                                  the individual all the way through
to grow very fast in China. In 2006,      VP Business Development,
                                                                                  to the board room, this session will
China’s overseas BPO business was         GlobalCom Solutions
                                                                                  explore the keys to successfully
valued at about $1.4 billion and is       Orlando Hampton
                                                                                  launching, building and maintaining
expected to reach as much as $6.3         Executive Vice President,
                                                                                  a professional certi cation program.
billion by 2010.                          SATMAP Enterprise Deployment, TRG
                                                                                  This is the future, and this session
                                          Stepping outside traditional metrics.   will point to the way the ATA will get
                                          Do your measurements match              there.
Best Practices for a Successful           outcome objectives? Have you
Multi-Media Direct Response               considered looking at Net Promoter            3:00 pm – 3:50 pm
Marketing Campaign                        Score? How would an alternative
                                          perspective impact your customer        Intelligent Interactions:
Jane Bulman,                              experience, rep retention, and          Improve Response Rates by
Executive Director, National              ultimately – the bottomline.
Teleservices, Comcast                                                             Getting to Know Your
Scott McKeen,                                                                     Customers Through Data
                                                1:10 pm – 2:00 pm                 Analytics
Senior Director, Sales Channels
and Market Development,
Time Warner Cable                         KEYNOTE                                 Steve Brubaker,
Gerard Dehar,                             Professional Personal                   Chief of Sta , InfoCision
President, Speedeon Data Corporation      Certi cation and Development
Rob Marshall,                             THE TIME IS NOW!                        Attendees will learn how developing
Chief Operating O cer, 360CRM                                                     the right criteria and application
Mark Boehmer                              Lani Kane-Hanan,                        can accurately lter their customer
Senior Vice President, 360CRM             Senior Vice President,                  database for churn risk. Using data
                                          Resort Development & Planning,          analytics, attendees will learn tips
This highly educational panel             Inventory and Revenue Mgmt. &           for developing a multi-channel,
discussion will center around the         Product Innovation                      cost-progressive direct marketing
focal areas for success on a “New         Marriott Vacation Club International    strategy that incorporates the
Movers” program, although the             (MVCI)                                  telephone, text, direct mail, etc.,
processes and methodologies can                                                   that minimizes churn and retention
                                          Howard C. Nusbaum, RRP,
be employed across any campaign                                                   cost. Attendees will see proof that
                                          President and Chief Executive O cer,
regardless of target audience. The                                                highly personalized marketing tactics
                                          American Resort Development
speakers will provide education                                                   developed from data analytics can
                                          Association
regarding inbound, outbound, direct                                               drastically improve marketing e orts
mail, print, chat and email.                                                      by lowering cost and boosting ROI.
                                           he teleservices industry employs
                                          5.3 million individuals in the
We will discuss things such as start                                              Every time someone purchases a
                                          United States, and accounts for
up and speci c areas of focus,                                                    good or service they are telling you
                                          over $600 billion in sales of goods
including lists, data elements,                                                   something. Why not use that
                                          and services, but we are woefully
selection criteria, script/presentation                                           information by utilizing data analytics
                                          inadequate in legitimacy to the
required components, selling/                                                     and applying results to an integrated,
                                          profession through certi cation.
servicing multiple client products to                                             multi-faceted marketing approach?
                                          ATA has decided to move forward in
new movers or existing customers on                                               By doing so you can enhance brand
                                          creating and promoting professional
a single call, and other components                                               position, improve ROI, and increase
                                          certi cation for individuals in the
and processes.                                                                    response rates and customer
                                          career of teleservices. But what does
                                                                                  retention.
                                          certi cation mean, and what will it
                                          do for the industry? Join these two
MONDAY, SEPTEMBER 13

Key Trends in Timeshare                  through increasing consumer              the new legislation impact contact
Customer Contact                         expectation of a call, scripting         centers as employers? How can
                                         enhancements, e ective dial rates        innovative solutions providers make
Gary Byrd,                               and use of good lead generation          the most of the new requirements?
Chief Customer O cer &                   sources. Learn how to build a            This interactive discussion will
Executive Vice President,                defendable position if faced with        explore the realities of the new
Wyndham Vacation Owership, Inc.          a regulator investigative inquiry        regulations, including a timeline for
Robert A. Kobek, RRP,                    or a CID. Finally, understand the        implementation requirements and
President,                               Civil Investigative Demand process.      new opportunities the law creates
CustomerCount                            The evidentiary and documentary          for innovative solutions providers.
Howard C. Nusbaum, RRP,                  requirements can overwhelm
President and CEO, American Resort       companies that are ill prepared.
Development Association                  Learn the elements of the CID            Best Practices in Relationship
                                         and how the process works from           Management: Getting the Most
The American Resort Development          beginning to end.                        Out of Outsourcer Partnerships
Association (ARDA), through its best
practices think tank, has identi ed                                               Rita Wood, President, Network Direct
customer service and customer            Social Media’s Impact on the
contact as one of the 5 most             Call Center Industry – Trends            Why do some outsourced programs
important initiatives that timeshare     and Opportunities                        thrive…while others ounder?
marketers, sellers and operators                                                  Is it mostly a matter of up-front
should have as a business focus.         Chris Bracken, CEO,                      selection… or can collaboration,
                                         CallMe! Sta ng, LLC                      communication, and a shared
This panel of high level ARDA and        Sam Falletta, President, Incept Corp.    commitment to continuous
ATA timeshare executives will discuss                                             improvement make the ultimate
current trends and how customer          Learn how social mediums can             di erence between program (and
loyalty begins in the contact center.    greatly impact your recruiting e orts    contract) failure and success? In
How smart marketing and sales            and alleviate the di culties of nding    this fast-paced, tip- lled session,
executives take advantage of that        and keeping quality employees, how       learn: what to do/not do in the
customer loyalty to create advocates,    call center companies can e ectively     selection process; how to build a
thereby decreasing the cost of           utilize social media to enhance          strong vendor management
marketing and increasing sales in this   their brand, and the future of social    foundation; how to stay connected
era of regulation.                       media within the call center industry.   to “your” reps, customers and callers;
                                         Understand how social mediums can        the best in multi-sourced programs;
                                         impact your business in 3 key areas:     o -shore vs. on-shore partnership
The Inevitable Regulatory                Your People, Your Brand and Your         management; checks, balances
Inquiry; Proven Strategies That          Services.                                and compliance; how and why
Reduce Risk                                                                       outsourced programs can fail (and
                                                                                  what to do to avoid the typical
Ken Sponsler,                            Healthcare Reform and the                pitfalls); Zen and the art of program
VP and General Manager,                  Contact Center                           maintenance.
CompliancePoint (a PossibleNow
company)                                 Lynne Jacoby,
Mitch Roth, Attorney,                    VP Healthcare Solutions,
Roth Doner Jackson, PLC                  Synergy Solutions
Scott DeNardin,
VP of Finance & Corporate Compliance,    This session will explore Healthcare
Defender Direct                          Reform’s impact on contact centers –
                                         a look beyond the politics. How will
This session will address proven
strategies for reducing complaints
TUESDAY, SEPTEMBER 14
                                                        8:00 am – 2:30 pm


                                                        8:00 am – 8:50 am


                                                        9:00 am – 9:30 am


                                                        9:30 am – 10:20 am


                                                        10:30 am – 11:20 am


Annual Awards                                           11:30 am – 1:20 pm
Gala & Casino Night
Attend the ATA Awards Dinner and Gala event to pay      1:30 pm – 2:20 pm
tribute to award winners in the following categories:
  Vendor Excellence Award
  Pioneer Hall of Fame
  Technovation Award                                    2:30 pm – 3:20 pm
  Best of Show
  International Teleservices Champion
  Foundation Award                                      3:30 pm – 4:20 pm
  Chapter Awards
  Making A Di erence Award

                                                        6:30 pm – 8:30 pm


                                                        8:30 pm – 11:00 pm
TUESDAY, SEPTEMBER 14

                                         to the Eight Critical Success Factors     how to design an e ective policy to
       9:00 am – 9:30 am                 of deploying the at-home model.           minimize the risk of liability.
                                         See rst-hand examples of cost             You will also learn from recent
 GENERAL SESSION                         reductions utilizing at-home agents.      decisions in 2009 and 2010
State of the Industry and the                                                      addressing employees’ right to
Future of the ATA                                                                  privacy, enforcing restrictive
                                         LAMA and the Up-Sell/Cross Sell           covenants through employees’ use
Tim Searcy, CEO, ATA                                                               of social networking, recent claims
                                         Techniques That Turn Your Call
                                                                                   against employers in our industry
Based on the thousands of                Center into a Pro t Center
                                                                                   and much more. You will also hear
interactions with contact center                                                   about current labor law issues and
leaders each year, hear an honest        Judy McKee,
                                                                                   legislation impacting the contact
and realistic inside look at where       McKee Consulting, LLC
                                                                                   center employment sector.
this industry is headed. Year after      Sally Cordova,
year, this session is one of the most    McKee Consulting, LLC
powerful and meaningful
presentations for anyone whose           Learn the famous L-A-M-A technique        Best Practices for Caller ID
business is tied to serving              in this session and how it applies to     Number and Name Display
consumers, so be sure not to             your business operations. Presenters
miss this excellent opportunity.         will demonstrate how to ask the            James Baker, Senior Vice President,
Attendees will be presented with         6 billion dollar word question as         Bank of America
the most useful facts and gures          well as role play it with participants.   Steve Brubaker, Chief of Sta ,
about the teleservices industry          Mastering the ART of the SOFT             InfoCision
world-wide and will share what is        SKILL Statement-Question Technique        Angela Morris, President,
really going on and what it will         will be EASY for you to apply after       Quality Contact Solutions, Inc.
mean for the future.                     attending this session. You will          Dean Gar nkel, Chairman,
                                         receive the proof that it works and       Call Compliance, Inc.
                                         methods to use to make it work in         Michele Shuster, Partner,
      9:30 am – 10:20 am                 your call center. Understand the          MacMurray, Petersen & Shuster, LLP
                                         Add-On Method, Buying Signal
                                         Method and the Seed the Sale Method.      Join this panel discussion to better
Leveraging Outbound Sales                                                          understand “how” Caller ID works
with Home Agents:                                                                  throughout the U.S. phone carrier
The Marketlink Case Study                Am I LinkedIn to a Future                 market (long distance carriers and
                                         Lawsuit?                                  local phone companies). Learn “best
Michele Rowan, CEO,                                                                practices” regarding setting up Caller
Customer Contact Strategies               Chad Richter, Partner,                   ID phone numbers and names and
Kourtney Keough, CEO,                    Jackson Lewis LLP                         how to ensure complete regulatory
Marketlink                                                                         compliance and increase contact
                                         This session will discuss the Human       rates and list penetration rates at
In 2010, Marketlink moved 15% of         Resources, employment and labor           the same time. Hear from a telemar-
its workforce home as an alternate       considerations with employees’            keting legal expert regarding the
to adding additional facilities and is   use of social networking sites.           “musts” and “options” when it comes
likely to expand it further. Session     As the number of users of social          to ensuring Caller ID legal compli-
attendees will learn the details of      networking sites (i.e. MySpace, Face      ance for outbound telemarketing.
Marketlink’s vision, key objectives of   Book, LinkedIn, etc.) continues to
the at-home model and the inside         increase by signi cant proportions        This will be a lively discussion which
track on Marketlink’s strategy for       every month, so do the opportunities      will utilize a series of case study
deployment. In addition attendees        and challenges for employers.             examples and panelist experiences
will get a rst hand look at how          Learn how to e ectively manage em-        regarding best practices for Caller ID
Marketlink measures success.             ployees’ use of social networking that    phone number and name delivery.
Finally, attendees will be exposed       occurs both on and o the clock and
TUESDAY, SEPTEMBER 14

Self-Service: A Bridge Too Far?           you know that training is consistent     Contact Center Attrition and
                                          across all agents? Are your call         Retention
Eric Camulli,                             center issues based in training or
Vice President of Marketing,              performance? Attendees will learn        Jim Beuoy,
Virtual Hold Technology                   how to reduce training costs and         Dir. QA & Corp. Compliance, Ameridial
Troy McNall, Manager,                     reduce training time, how to ensure      Sam Falletta, President, Incept
System Performance Analysis,              consistency in training and perfor-
Virtual Hold Technology                   mance improvement and how to             If you haven’t put a gure on the cost
                                          better understand if issues are          of turnover for your contact center,
Each negative customer interaction        training issues or performance issues.   you should! Add up interviewing
costs your organization money, causes                                              time, assessment tests, training,
frustration and threatens customer                                                 advertising expenses, and the
loyalty. This session will be examining
                                                3:30 pm – 4:20 pm                  additional coaching time required
data from a few di erent companies                                                 bringing a new recruit up to speed
to demonstrate the value of solutions                                              and you’ll arrive at a gure that
that bridge the customer service gap      Compliance2:
                                          Staying One Step Ahead                   almost always is your single largest
between self-service and live-service.                                             expense. Learn the step-by-step
For example, learn how Southwest
                                          Ryan Thurman,                            method to building a low turnover
Airlines recovered 500,000 abandoned
                                          Director of Sales and Marketing,         culture in in-house and outsource
calls and saved more than 47 years of
                                          Contact Center Compliance                environments. You’ll be provided
customer hold time in just 5 months.
                                          Joe Sanscrainte,                         with studies that provide empirical
Learn how Blue Cross of Northeastern
                                          Compliance Attorney,                     data that you need to convince
Pennsylvania reduced average speed
to answer from 4.8 to 2.6 minutes         Law O ce of Joseph Sanscrainte           stakeholders at every level of your
during peaks, improved abandons           Gerard Dahar, CEO, Speedeon Data         organization.
43% and signi cantly reduced call
blockage. Another example is how          Learn about reverse engineering
Hertz reduced their average handle        safe harbor practices and how to         Meeting Today’s 24/7 Customer
time by 50 seconds utilizing these        make them work for you. Hear             Where They Live
“bridge the gap” solutions.               actual stories from the “front lines”
                                          of compliance and understand how         Fred White, Vice President
                                          to create the right balance between      of Business Development,
The Role of Learning                      compliance and pro ts.                   Interactive Softworks
Management Technology in                  This session will also provide a
Enhancing the Customer                    comprehensive FCC/FTC Regulation         In today’s highly competitive
Experience (Case Study)                   update-including express written         marketplace, customers expect more
                                          permission for wireless, robocalls,      than ever from the organizations
Charles Hellings,                         and foreign markets calling              they do business with. Customers
EVP- Sales and Marketing,                 for the US. This discussion will         are increasingly frustrated with poor
ePath Learning, Inc.                      include an enforcement update and        service, inconsistent information and
Jessie Woodson,                           the current statistics of recent DNC     many companies’ inability to treat
Training/QA Manager                       violations. Analysis and statistics      customers as individuals. Making the
Terminix                                  regarding data marketing and the         issue even more complex is the
                                          DNC as well as the current status of     growing number of ways businesses
Your service is only as good as the       latest telemarketing compliance          and customers are interacting –
last contact your client made with        issues will be covered.                  including voice, text, web, email,
your agent. In order to enhance the                                                Facebook, Twitter and more. This
customer experience, you rst have                                                  presentation will discuss how
to understand the state of that
experience now. What training is
in place for your agents? How do
TUESDAY, SEPTEMBER 14

organizations can leverage the right    Partners in Performance…A                 consultants who are completely
technology and make the most of         Look at ATA Partners Winning              focused on the customer. This
multi-channel communications to         Business in Harsh Economic                presentation will focus on how to
e ectively engage customers and         Times                                     build dialog guides that serve as
turn them into customers for life.                                                road maps for conversations and how
                                        Laurie Alm, President,                    to coach reps to use this consultative
Interactive Softworks will discuss      Motivated Incentives                      approach that will have a dramatic
a case study with customer, Tranzact.   Jim Iyoob,                                e ect on customer satisfaction and
The presentation will detail how        Vice President of Global Development,     generating increased pro ts for the
Tranzact uses Interactive Softworks’    Etech, Inc.                               bottom line.
technology solution that enables
the company to manage numerous          This session will provide an overview     Attendees will learn from examples
complex customer campaigns,             of targeted sales approaches to           of dialog guides used by some of the
reduce operational costs, and           identify, qualify and close clients. It   largest U.S. companies and leave with
respond quickly to new                  will also include a general overview      a 4 Step Model and methodology for
opportunities.                          of the RFP process and how partners       building e ective Dialog Guides.
                                        are introduced into the equation.
                                        Based on an actual case study, the
What It All Means for                   presenters will demonstrate how the
Outsourcers                             partnership with Etech and
                                        Motivated Incentives helped
Tim Searcy, CEO, ATA                    demonstrate a unique competitive
John Redinger,                          advantage for a major Fortune 500
VP Sales and Marketing, DialAmerica     company and ultimately closed the
                                        deal. Learn how to create a value
What impacts are the economy, state     proposition to sell your contact
& federal regulations, the o shore      service team, how to nd the right
vs. onshore debate, automation          partners, and how to use incentives
choices and customer feedback           to distinguish your company from
having on the buyers’ selection of      the rest of the pack.
outsourcers? This session will help
both clients and outsourcers make
sense of where to go from here. The     Moving From Scripting to
ATA and DialAmerica have once again     Consulting: The Key to
teamed up to study outsourcing          Delivering Sales and Service
from the purchaser’s point of view.
                                        Excellence
Hear the key purchasing factors
beyond recession and into recovery,
                                        Joel Linchitz, President,
particularly for the large scale
                                        Phone for Success
buyers. The ATA and DialAmerica will
release ndings of our third annual
                                        In order to be successful scripting
authoritative study of U.S. buyers of
                                        today needs to move away from
outsourced teleservices.
                                        word for word monologues to
                                        communication dialogs that focus on
                                        needs and rapport building. It’s time
                                        for call centers to raise the bar and
                                        coach their sales and service reps to
                                        become professional communication
WEDNESDAY, SEPTEMBER 15
                                                          9:00 am – 1:00 pm




Call Centers CARE
Make a Di erence... Join the Movement...
Get Involved...                                           ATA Travel Site
The ATA will partner with a local charity on
                                                          You now have an opportunity to
Wednesday, September 15th for a philanthropic
                                                          save and serve with the new ATA
activity. This is a day of caring and camaraderie
                                                          travel service, powered by the
that you simply won’t want to miss. We provide the
                                                          world’s largest travel providers,
food, transportation and Call Centers CARE t-shirts.
                                                          Travelocity and Expedia. Every
Each year during our national events, a Call Centers      time you book your travel on the
CARE activity is organized so industry professionals      ATA travel site, a portion of your
from around the world can join in a combined e ort        payment will be donated to ATA
to give back and support a local community. Join us       Call Centers CARE.
and show how much you CARE.
                                                          This travel service allows you to
For complete details about the event and charity we       receive the lowest pricing and
will be assisting, visit our special events page on the   most extensive selection that
convention website: www.ata2010convention.org             Travelocity and Expedia have to
                                                          o er including over 55,000 hotels,
                                                          all major airlines, car rentals,
                                                          cruises, attraction tickets,
                                                          and more.

                                                          Make sure you and everyone you
                                                          know books personal and business
                                                          travel on the new ATA travel site.
                                                          Make a di erence today!



                                                          www.atatravelsite.com
2010 Program At-A-Glance
MONDAY, SEPTEMBER 13
8:00 am – 4:00 pm
8:00 am – 8:50 am
9:00 am – 9:20 am

9:20 am – 10:10 am    KEYNOTE PRESENTATION : Creating Magic at Every Customer Touchpoint

                      The Good, The Bad and The Ugly of PCI      Social Revolution: Strategies for Succeeding
                                                                                                                 How to Best Leverage B2B Tools and Processes
                      Compliance                                 in the Contact Center
10:20 am – 11:10 am
                      A View from China: Insights on the Next    Best Practices for a Successful Multi-Media     New Ways to do Representative Analysis and
                      Evolution in O shore Opportunities         Direct Response Marketing Campaign              Training


11:20 am – 12:00 pm

12:00 pm – 1:00 pm

1:10 pm – 2:00 pm     KEYNOTE PRESENTATION: Professional Personal Certification and Development – THE TIME IS NOW!

2:00 pm – 2:50 pm

                      Key Trends in Timeshare Customer           The Inevitable Regulatory Inquiry;       Social Media Impact on the Call Center Industry – Trends
                      Contact                                    Proven Strategies that Reduce Risk       and Opportunities
3:00 pm – 3:50 pm
                                                                 Intelligent Interactions: Improve
                      Healthcare Reform and the Contact          Response Rates by Getting to Know        Best Practices in Relationship Management: Getting the
                      Center                                     Your Customers through Data              Most Out of Outsourcer Partnerships
                                                                 Analytics
4:00 pm – 5:00 pm

5:00 pm – 6:00 pm

7:00 pm


TUESDAY, SEPTEMBER 14
8:00 am – 2:30 pm

8:00 am – 8:50 am

9:00 am – 9:30 am     GENERAL SESSION:
                      LAMA and the Up-Sell/Cross Sell Techniques That                                                     Best Practices for Caller ID Number and
                                                                            Am I Linkedin to a Future lawsuit?
                      Turn Your Call Center into a Pro t Center                                                           Name Display
9:30 am – 10:20 am
                                                                            The Role of Learning Management
                                                                                                                          Leveraging Outbound Sales with Home
                      Self Service: A Bridge Too Far?                       Technology in Enhancing the Customer
                                                                                                                          Agents: The Marketlink Case Study
                                                                            Experience

10:30 am – 11:20 am

11:30 am – 1:20 pm

1:30 pm – 2:20 pm

2:30 pm – 3:20 pm
                                                                                                                          Meeting Today’s 24/7 Customer Where
                      Compliance2: Staying One Step Ahead                   Contact Center Attrition and Retention
                                                                                                                          They Live
3:30 pm – 4:20 pm
                                                                            Partners in Performance… A Look at            Moving from Scripting to Consulting:
                      What it all Means for Outsourcers                     ATA Partners Winning Business in Harsh        The Key to Delivering Sales and Service
                                                                            Economic Times                                Excellence

6:30 pm – 8:30 pm

8:30 pm – 11:00 pm
You asked for it and we heard you loud and clear so…What’s New this Year?
Hot Topic Roundtables - Introduced at the ATA Washington Summit - Hot Topic Roundtables
were a Big Hit! This is an opportunity to sit down and discuss the most pressing issues in the
contact center industry with other experts in the eld. This is a unique opportunity to gain new
perspectives and network with professionals that share your interests.
Just a few of the topics that will be covered include:
  PCI Compliance
  Wireless consent – the latest regulatory updates
  Social media integration in the contact center
  Vendor management best practices
  Self service strategies
  Next generation KPI’s
  O shore vs. onshore
  Workforce management
  Best tools for hiring and training
  Best practices for managing contact center/customer relationships

ATA Speed Networking- Another HUGE success, we are bringing this fast-paced, fun event to Orlando!
Think of it as speed dating for businesses leads. Join in this simple activity to make sure that you
leave this year’s convention with lots of new contacts and new business opportunities! Don’t be
shy – simply bring plenty of business cards and be prepared to share friendly conversation and your
expertise with other contact center professionals.



REGISTRATION RATES
        Registrant Type                  Paid in full by Aug 6         Standard Registration Fee
          ATA Member                            $1095                           $1395
     ATA Platinum Member                         $895                           $1195
   ATA Chapter Board Member                      $995                           $1295
         ARDA Member                            $1095                           $1395
         Non-Member                             $1595                           $1895

Register online: www.ata2010convention.org or call 317.816.9336.
Registration includes access to great educational sessions and expo hall admission.
It also includes annual event favorites such as the opening reception, casino night,
Call Centers CARE service project, the annual awards gala dinner, speed networking
and other great networking opportunities.

SPECIAL EVENTS:
                              ATA Member                 Non-Member                 Team of 4
 Golf Tournament                 $179                       $199                      $675
 Tennis Tournament                $25                        $30                       N/A
 PAC Event                       $150                       $150                       N/A


                          Disney’s Contemporary Resort       Reserve your room early and receive
                          4600 World Drive                   the group rate of $185/night, subject to
                          Lake Buena Vista, FL 32830
                          (407) 824-1000                     website to make reservations.
               © Disney
3815 River Crossing Parkway, Suite 20
Indianapolis, Indiana 46240




REGISTER BEFORE AUGUST 6th AND SAVE $300!
VISIT:                         CALL:
Names You Want to do Business With:
                                      Bank of America                    Incept Corporation                      Protocol Global Solutions
      Names You Want to do BusinessCorporation
  360CRM                    Bluegreen
                                      With:                              In uent Inc.                            Republic Telcom Worldwide
  Aditya Birla Minacs                 Call Compliance, Inc.              InfoCision Management Corporation       Shell Vacations, LLC
  ADT Security Systems Inc            Capital One                        Inktel Direct Corp                      Showtime Networks Inc.
  AEGON Direct Marketing Services     CareCall, Inc.                     Innovative Marketing & Sales            Silver Leaf Resorts
  A nion Group                        Comcast                            Intersections Inc.                      Sirius XM Radio
  All American Dish                   Corporate Call Center              iPacesetters, LLC                       SITEL Worldwide
  Allstate Insurance Company          Cross Country Home Services        IQT, Inc.                               Smart sh Technologies
  Allus, Global BPO Center            Cyber City Teleservices            Mac Murray, Petersen & Shuster, LLP     Starwood Vacation Ownership
  Alorica Inc.                        Defender Direct                    Marketlink                              Synergy Solutions, Inc.
  Alpine Access                       DialAmerica                        Marriott Vacation Club                  TCIM Services, Inc.
  American Customer Care, Inc.        Diamond Resorts                    Microsoft                               Technology Marketing Corporation
  American Express                    International                      Mobius VP, LLC                          Telerx
  American Honda Finance              DIRECTV                            MTI                                     The Allant Group
  Corporation                         Discover                           MxEnergy                                The Results Companies
  American Red Cross                  Disney Destinations LLC            NCO Customer Management, Inc.           The Sun-Sentinel/Orlando Sentinel
  American Resort Development         Edge Teleservices, Inc.            Neustar                                 Toastmasters International
  Association                         Etech, Inc.                        Northwest Direct Teleservices, Inc.     TPG TeleManagement, Inc.
  American Water Resources            First Data Corporation             NovaTel                                 Trident Business Management
  Ameridial                           GE Consumer Finance                NOVO1                                   Voiance Language Services
  APX Alarm Security Solutions, Inc   Global Contact Services            Omaha Steaks, Inc.                      West Corporation
  Associated Bank N.A.                Hamilton Contact Center Services   Optima Direct, Inc.                     Wyndham Vacation Ownership
  Associated Community Services       Hilton Grand Vacations Company     Paci c Monarch Resorts Plantronics
  AT&T                                HSBC Card Services                 PossibleNOW
  Avaya                               ICT Group, Inc.                    Progressive Impressions International
2010 ATA Resource Guide
                                                                                                                    Uniting the Industry




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                                                                        1                                                       www.ataconnect.org
2010 ATA Resource Guide




                          2
2010 ATA Resource Guide
                                                                                                                              Table of Contents

About the American                                     Doing Business with Members . . .10                      Industry Facts and Figures . . . . .153
Teleservices Association . . . . . . . .4              SPONSORSHIPS                                             INDUSTRY FACTS AND FIGURES. . . . . . 153
OUR MISSION                                            EXHIBITING                                               CONTACT CENTER SIZE . . . . . . . . . . . 153
                                                       ADVERTISING                                              OUTBOUND ACTIVITY. . . . . . . . . . . . . 154
ATA Board of Directors . . . . . . . . . .5
                                                                                                                COST PER CALL . . . . . . . . . . . . . . . . 154
                                                       ATA Government Affairs . . . . . . . .11
Make the Most of Membership . . .6                                                                              BUDGET. . . . . . . . . . . . . . . . . . . . . . 154
                                                       MEMBER ALERTS
PROTECTION FROM GOVERNMENT                                                                                      WORKFORCE MANAGEMENT . . . . . . . . 155
REGULATION                                             ATA Political Action                                     VIRTUAL CONTACT CENTERS. . . . . . . . 156
BUSINESS NETWORKING                                    Committee . . . . . . . . . . . . . . . . . . .12        HOME–BASED AGENTS. . . . . . . . . . . . 157
EDUCATION                                              MAKE AN INDIVIDUAL ATA-PAC                               USING HOSTED & MANAGED
COMMUNICATION                                          CONTRIBUTION                                             SOLUTIONS . . . . . . . . . . . . . . . . . . . 158
                                                       SELECT THE ATA-PAC PAYROLL DEDUCTION                     INBOUND ACTIVITY . . . . . . . . . . . . . . 159
Join an ATA Chapter . . . . . . . . . . . .7           PROGRAM                                                  OPINIONS ON MULTIMEDIA . . . . . . . . . 159
2010 CHAPTER DIRECTORY                                 MAKE ATA-PAC PARTICIPATION FUN                           AUTOMATED INTERACTIONS . . . . . . . . 160
Platinum Membership . . . . . . . . . .8                                                                        DIALERS . . . . . . . . . . . . . . . . . . . . . 161
                                                       ATA Self-regulatory Organization 13
PLATINUM MEMBERSHIP PROVIDES AN                                                                                 SURVEY TECHNIQUES . . . . . . . . . . . . 162
                                                       AUDITOR CERTIFICATION
INSTANT RETURN                                                                                                  MANAGERIAL ISSUES. . . . . . . . . . . . . 163
                                                       BECOME AN SRO TRUSTEE!
ON YOUR INVESTMENT                                                                                              COST OF INDUCTION . . . . . . . . . . . . . 163
ATA CORPORATE MEMBERS                                  Regulatory Compliance Tools . . .14                      MOST IMPORTANT ATTRIBUTES
INVEST IN A PLATINUM MEMBERSHIP                                                                                 OF A SUCCESSFUL CONTACT
                                                       Call Centers Care . . . . . . . . . . . . .15            CENTER AGENT . . . . . . . . . . . . . . . . 164
PLATINUM MEMBERS
                                                                                                                METHODS OF MOTIVATING AND
                                                       Staying in Touch . . . . . . . . . . . . . .16           RETAINING AGENTS . . . . . . . . . . . . . 165
Participation in ATA Events . . . . . .9
                                                       ATA WEB SITE                                             SALARIES . . . . . . . . . . . . . . . . . . . . 166
CHAPTER EVENTS
                                                       ECONNECTIONS ONLINE NEWSLETTER                           SALARIES BY CONTACT CENTER
2010 ATA COMPLIANCE SEMINAR SERIES
                                                       SOCIAL NETWORKING                                        ACTIVITY TYPE AND SIZE . . . . . . . . . 166
ATA WASHINGTON SUMMIT
                                                       ATA RESOURCE GUIDE                                       INDUSTRY IMPACT . . . . . . . . . . . . . . 167
ATA CONVENTION & EXPO                                                                                           LOOKING FORWARD . . . . . . . . . . . . . . 168
                                                       Outsourcers Buyer’s Guide . . . . . .17
                                                       ATA Membership Directory . . . . . .65




Published by:                                                                        The information in this publication is believed to be correct at the time of
American Teleservices Association                                                    publication, but cannot be guaranteed. Please note that the information ATA
3815 River Crossing Parkway, Suite 20                                                delivers will be based on information gathered in good faith from both primary
Indianapolis, IN 46240                                                               and secondary sources, whose accuracy we are not always in a position to
Phone: 317-816-9336                                                                  guarantee. As such, American Teleservices Association can accept no
www.ataconnect.org                                                                   liability whatever for actions taken based on any information that may
                                                                                     subsequently prove to be incorrect.

All Rights Reserved.
                                                                                     The 2010 ATA Resource Guide
No part of this publication may be reproduced, stored in a retrieval system or
transmitted in any form by any means, electronic, mechanical, photocopying,          Copyright 2010© American Teleservices Association
recording or otherwise, without the prior permission of the publisher,
American Teleservices Association (ATA).



                                                                                 3                                                              www.ataconnect.org
Dedicated to Serving the Contact Center Industry
About the American Teleservices Association

The American Teleservices Association (ATA) is the only non-
profit trade organization dedicated exclusively to the
advancement of companies that utilize contact centers as an
integral channel of operations. ATA members include
companies with inbound or outbound contact centers, users
of Teleservices, trainers, consultants, and equipment
suppliers who initiate, facilitate, and generate telephone,
Internet, and e-mail sales, service, and support.
Founded in 1983, the American Teleservices Association
(ATA) represents more than 4,000 contact centers that
account for over 1.8 million professionals worldwide. Contact
centers offer traditional and interactive services that support
the e-commerce revolution, provide specialized customer
service for Fortune 500 companies, and generate annual
sales of more than $900 billion.
ATA provides leadership in the professional and ethical use of
the telephone for conducting business and is committed to
serving the needs of its members, recommending the highest
standards of quality for the channel and protecting the rights
of consumers. Members benefit from the ATA’s strong
advocacy at the national and state level; advanced and timely
educational opportunities and business building events;
advocacy and support in the public realm; and rich and
trusted resources for Teleservices professionals.

OUR MISSION
ATA is committed to serving the needs of its members by
recommending the highest standards of quality for the
channel and protecting the rights of consumers. ATA values
members by providing essential business elements in the
form of:
• forums for networking at international, national and regional
  levels;
• programs for business learning;
                                                                              1983-2008
• advocacy of Teleservices users’ and providers’ interests             Celebrating over 25 years
  before State and Federal government;                                 as the ONLY association
• research on consumer and regulatory topics of interest to           dedicated exclusively to the
  Teleservices users and providers;                                      Teleservices channel

• consensus, voluntary guidelines for industries who utilize
  Teleservices in their business operations;
• information about global developments in Teleservices; and
• education of the general public and media to promote
  Teleservices providers’ and users’ business interests of
  their strong commitment to customer service and
  satisfaction.




ATA INFORMATION                                                   4
Industry Leadership
                                                                                   ATA Board of Directors

       The ATA Board of Directors includes prominent individuals representing a cross-section of industries.
                The Association is pleased to introduce this extraordinary group who continue to
                           lead the ATA as it continues a path of growth and strength.


Executive Committee                   Directors

             Phillip Grudzinski,
                                                        Ricky Arriola                             Stuart Discount
             Chairman
                                                        Inktel Direct                             121 Direct Response
             American Express




             Mark Boehmer,
                                                        James Baker                               Lori Fentem
             Vice Chairman
                                                        Bank of America                           Synergy Solutions, Inc.
             360CRM




                                                        Steve Brubaker
             Robert Simmonds,
                                                                                                  Dean Garfinkel
             Treasurer                                  InfoCision
                                                        Management                                Call Compliance
             Disney Destinations
                                                        Corporation




             Mike Rauscher,                                                                       Barbra Merwin
                                                        Jane Bulman
             Secretary
                                                                                                  HSBC Card &
                                                        Comcast
             Home Service USA                                                                     Retail Services




             Lisa DeFalco,                              James Danz                                Mitchell Roth,
             Chair Emeritus                                                                       ATA Counsel
                                                        Trident Business
             TPG Telemanagement                         Management                                Roth Doner Jackson




                                                        Michael Eubanks                           Tim Searcy, CEO
                                                        AEGON Direct                              American Teleservices
                                                        Marketing Services                        Association




                                                        5                                                 www.ataconnect.org
Experience the ATA
Make the Most of Membership

The benefits of membership in the ATA are many, but active           profession on Capitol Hill. Whether testifying in front of
participation is the only way to make the most of it. By             Congress, working with the regulatory agencies, participating
attending local and national events, engaging in meaningful          in the US Government Affairs Committees, or personally
communication with fellow members, and taking advantage of           contacting members of Congress, ATA is working for the
business opportunities, ATA members are contributing to the          benefit of its members.
active, healthy growth of the Teleservices industry.
Explore the many membership opportunities to find fits for           BUSINESS NETWORKING
you and your organization.                                           All of ATA’s activities place specific emphasis on enhancing
• Grow your business through local and national networking           business relationships and forging new ones with industry
  opportunities                                                      colleagues. Teleservices leaders know that ATA is the only
                                                                     professional association 100% dedicated to serving
• Attend chapter events to leverage business and topics              Teleservices professionals. Offering you easy access to
  specific to your region                                            industry leaders in your area of interest and expertise is just
• Learn about compliance to reduce business risks                    one more way ATA membership contributes to your bottom
                                                                     line.
• Support your industry with strong government
  representation
                                                                     EDUCATION
• Know how state and federal legislation may impact your
  business                                                           As the host of numerous local and national events, ATA
                                                                     provides attendees with cutting edge professional
• Join ATA Committees which focus on specific topics that            development opportunities. We feature industry experts
  affect your industry                                               responsible for the newest trends in our industry at the ATA
• Take advantage of discounts from select vendors and on             Annual Convention & Expo, the ATA Washington Summit, and
  ATA Events                                                         at regional events held across the country. ATA also conducts
                                                                     complimentary seminars on Industry Compliance on a
• Understand how the ATA Self Regulatory Organization can            regional basis. ATA Chapters present local events several
  facilitate the complications of regulation and compliance          times per year.
Most importantly, ATA membership affects your bottom
line. Business leaders know that building a business is often        COMMUNICATION
about having the right connections, and ATA membership
                                                                     Members receive relevant industry news from the ATA. The
makes that easy.
                                                                     organization maintains frequent contact with members
                                                                     through eConnections, the association’s bi-weekly email
PROTECTION FROM GOVERNMENT REGULATION                                newsletter. This online publication provides breaking news,
Simply put, ATA diligently works to educate lawmakers                emerging issues, in-depth analyses, association news and
regarding the importance of the Teleservices industry and to         reminders, and links to crucial information for the Teleservices
aggressively oppose potentially damaging legislation affecting       professional. The ATA also provides a robust website serving
the industry. ATA is an active voice for the Teleservices            as the industry’s first stop for information and numerous
                                                                     social networking opportunities.




                                          ADVOCACY – EDUCATION – NETWORKING

                                                   WWW.ATACONNECT.ORG




ATA INFORMATION                                                  6
Get Involved
                                                                                                    Join an ATA Chapter

Each ATA chapter provides networking opportunities and                ATA Chapters provide an integrated platform of education,
educational services in its area by holding several events            networking and social activities while providing innovation,
throughout the year that provide a localized forum through            creativity, proven methodologies, and the ability to interact with
which call center practitioners can unite to promote education,       the local resources of the American Teleservices Association.
professionalism, compliance and goodwill in the teleservices
                                                                      Chapter membership is free to all ATA members.
industry and among member companies.
                                                                      Get involved!

                                                   2010 CHAPTER DIRECTORY
ARIZONA (AZ, NM, NV)                          MIDWEST (IA,KS,MO, MN, ND, SD, NE)             SOUTH CENTRAL (AR, LA, MS, OK, TX)
Stephanie Millner                             Christine Haerich                              Laurie Alm
GlobalCom Solutions                           Protocol Global Solutions                      Motivated Incentives
19316 E. Oriole Way                           405 Donegal Dr.                                P.O. Box 93195
Queen Creek, AZ 85242                         Smithville, MO 64089                           Southlake, TX 76092
480-888-9984                                  816-873-3558                                   888-642-7743
stephaniem@gcsolutions.net                    chaerich@protocolgs.com                        lauriealm@motivatedincentives.com

CHICAGO METRO (IL, WI, NW IN)                 MOUNTAIN (CO, UT, WY)                          SOUTHEASTERN (AL, GA, NC, SC, TN)
Jim Maratea, Co-President                     Rick Lang                                      Sandy Sponsler
The Allant Group                              Single Source Telecom                          PossibleNOW
2056 Westings Ave.                            7208 S Tucson Way                              4375 River Green Parkway
Naperville, IL 60563                          Suite 100                                      Duluth, GA 30096
630-778-2736                                  Centennial, CO 80112                           770-255-1040
jmaratea@allantgroup.com                      720-279-8442                                   ssponsler@possiblenow.com
                                              rick@singlesourcetelco.com
Shireen Wedlock, Co-President
LYNX Services                                                                                WEST COAST (CA, OR, WA)
847-838-6943, 800-806-2573                    OHIO VALLEY (IN, OH, MI, KY, WV)
                                                                                             Ray Pollum
swedlock@lynxservices.com                     John Stanovcak                                 NobelBiz
                                              Open Integrity, Inc.                           5857 Owens Ave.
FLORIDA (FL)                                  330-338-5564                                   Carlsbad, CA 92008
                                              johns@openintegrity.com                        760-405-0105
Luis Gonzalez
                                                                                             rpollum@nobelbiz.com
InkTel Direct
13975 NW 58th Court                           POTOMAC (DC, MD, VA, WV)
Miami Lakes, FL 33014                                                                        CHAPTER PRESIDENTS COMM:
                                              Janelle Iturbe
305-523-1142                                  Roth Doner Jackson                             Chris Haerich, Chair
Luis.gonzalez@inktel.com                      8200 Greensboro, Suite 820                     Kathleen Kelly, Vice Chair
                                              McLean, VA 22012                               dvsAnalytics.
MID ATLANTIC (DE, NJ, PA)                     703-485-3539                                   17255 North 82nd Street
                                              jiturbe@rothdonerjackson.com                   Scottsdale, AZ 85255
Bryan Gray, Co-President
                                                                                             480-538-7700
NCO Group
                                              NY METRO (NY, NJ, CT)                          kkelly@dvsAnalytics.com
507 Prudential Rd
Horsham, PA 19044                             Rich Simms                                     National Board Liasion:
215-385-4425                                  DialAmerica                                    Lori Fentem
bryangray@comcast.net                         960 Macarthur Blvd.                            Synergy Solutions, Inc.
                                              Mahwah, NJ 07495                               16435 N. Scottsdale, Ste 130
Rob Marshall, Co-President
                                              800-531-3131                                   Scottsdale, AZ 85254
360 CRM
                                              rsimms@dialamerica.com                         602-296-1601
204 Carter Dr.
                                                                                             llfentem@callsynergy.com
Westchester, PA 19382
610-429-5036
rmarshall@360crm.net
                            For more information on how you can be involved with your local ATA chapter,
                                           visit us online at www.ataconnect.org/chapters,
                                email Lisa Nye Ford at Lisa@ataconnect.org or call at 317-816-9336.
                                                                  7                                                    www.ataconnect.org
The Best Return on Your Investment
Platinum Membership

PLATINUM MEMBERSHIP PROVIDES AN                                   INVEST IN A PLATINUM MEMBERSHIP AND
INSTANT RETURN ON YOUR INVESTMENT.                                YOU’LL ALSO RECEIVE:
Platinum Membership in the ATA includes all the benefits of       • Two complimentary registrations to the annual ATA
Corporate Membership, but with additional discounts and             Washington Summit (Value: approx $1,800)
recognition.
                                                                  • Discounted registration to the annual ATA Convention &
                                                                    Expo (Savings: approx. $250/member)
ATA CORPORATE MEMBERS RECEIVE:
                                                                  • Premier subscription to the ATA’s Regulatory Guide (Value:
• Bi-weekly ATA Members Newsletter, eConnections                    approx. $800)
• Up-to-date compliance and regulation email alerts               • Special recognition in the ATA Membership Directory
• Online Membership Directory listings                              (Savings: priceless)

• Complimentary listing in the ATA Resource Guide                 • Special recognition in conference brochures and other ATA
                                                                    promotional materials
• Free and discounted industry research, reports and
  whitepapers                                                     • Access to the Platinum-Member Only events and
                                                                    receptions during national conferences (Savings: priceless)
• Discounted registration rates for the ATA Legislative
  Conference, Annual Convention & Expo, Chapter Events,
  and all other networking and educational opportunities
• An opportunity to purchase discounted programs and
  publications



                   THE AMERICAN TELESERVICES ASSOCIATION THANKS THEIR PLATINUM MEMBERS
                             FOR SUPPORT OF THE INDUSTRY AND THE ASSOCIATION.

1 2 1 Direct Response                      Defender Direct                             NOVO1
360CRM                                     DialAmerica                                 Optima Direct, Inc.
Aditya Birla Minacs                        Discover                                    Plantronics
AEGON Direct Marketing Services            Disney Destinations LLC                     PossibleNOW
Affinion Group                             Edge Teleservices, Inc.                     Progressive Impressions International
Allstate Insurance Company                 Etech, Inc.                                 Protocol Global Solutions
Allus, Global BPO Center                   First Data Corporation                      Republic Telcom Worldwide
Alorica Inc.                               GE Consumer Finance                         Shell Vacations LLC
American Customer Care, Inc.               Hamilton Contact Center Services            Sirius XM Radio
American Express                           HSBC Card Services                          SITEL Worldwide
American Honda Finance Corporation         ICT Group, Inc.                             Smartfish Technologies
American Water Resources                   Incept Corporation                          Synergy Solutions, Inc.
Ameridial                                  Influent Inc.                               TCIM Services, Inc.
APX Alarm Security Solutions, Inc          InfoCision Management Corporation           Technology Marketing Corporation
Associated Bank N.A.                       Inktel Direct Corp                          Telerx
Associated Community Services              Innovative Marketing & Sales                The Allant Group
Bank of America                            Intersections Inc.                          The Results Companies
Bluegreen Corporation                      Mac Murray, Petersen & Shuster, LLP         The Sun-Sentinel/Orlando Sentinel
Call Compliance, Inc.                      Microsoft                                   TPG TeleManagement, Inc.
CareCall, Inc.                             MTI                                         United Nearshore Operations UNO
Charlton                                   MxEnergy                                    Voiance Language Services
Comcast                                    NCO Customer Management, Inc.               West Corporation
Corporate Call Center                      Neustar                                     Wyndham Vacation Ownership
Cross Country Home Services                Northwest Direct Teleservices, Inc.
Cyber City Teleservices                    NovaTel



ATA INFORMATION                                               8
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ATA 2010 National Convention Brochure

  • 1. Discover the of great customer contact As to all Disney images, ©Disney EVERTHING in your business begins or ends with a phone call. And EVERYTHING about your contact center can be found here! SEPTEMBER 12-15, 2010 Disney’s Contemporary Resort www.ata2010convention.org
  • 2. and Join us in Orlando at Disney’s amazing ort. With completely renovated Contemporary Res year, we a line-up of 65% more content than last magic of are focused on helping you discover the GREAT customer contact. © Disney ers from over Come and join executives and practition experiences 25 countries who will be sharing their and presenting how real business problem s have been addressed with EARLY SPONSORS: are committed to making practical and actionable solutions. We this the most cost effective and worthw hile convention in the entire D I A MO N D that we have not raised industry. For this reason, you will notice block of rooms at an incredible conference prices and have reserved a rate for this world class property. e you unequaled opportunities The 2010 Convention and Expo will giv s and speed networking to network during “hot topic” roundtable business and have more fun sessions. You will learn more, do more GOLD in the past! than at any convention you’ve attended gs we have planned, you will Of course, in addition to all the new thin uding the PAC fundraiser, still enjoy some traditional favorites incl casino night. Join us and annual golf tournament, awards gala and , fun and ultimately, the I promise that the education, networking your company’s bottom line professional development and benefit to will be magical. We’ll see you in September! EV EN T Tim Searcy ATA CEO ADDITIONAL Are you an executive or manager involved in or responsible for any of these following industries? If so, don’t miss this conference!
  • 3. Disney’s Contemporary Resort Rising majestically between the shores of Bay Lake and Seven Seas Lagoon, Disney’s Contemporary Resort immerses you in a world of modern art and landmark architecture as sleek monorails silently glide through the center of the stunning atrium lobby. You’ll enjoy the distinctive style of oversized guest rooms and suites, most with dramatic lakefront or Theme Park views, along with a marina, health club, and an expansive pool area. For a truly memorable dining experience, the award-winning California Grill o ers breathtaking views of Cinderella Castle from high atop the hotel. And, you’re just a short stroll or monorail ride away from all the sights and sounds of the Magic Kingdom® Park and Epcot®. WANT TO SEE MORE? Purchase Special Disney Tickets in Advance: Available only to convention attendees, their guests and family members, Disney’s multi-day and half-day Meeting/Convention tickets are designed to t any agenda and can’t be purchased at the Theme Park gates. For more information visit, www.DisneyConventionEars.com/Tickets. Extend Your Stay: Once you’re here, you’ll discover that the Walt Disney World® Resort o ers © Disney more magical experiences than you ever dreamed possible. Don’t pass up the chance to add an extra few days before or after the convention for a spectacular golf or spa getaway or the perfect vacation with family and friends. The resort will extend the same room rates* for the convention to any nights you add to your visit. *Room Rates are subject to change without notice and are based on availability. Group rates may not be combined with any other discounts or o ers. © Disney
  • 4. Come Network With Us From the expo hall to the special events, the 2010 ATA Convention & Expo provides plenty of networking opportunities with other business professionals. Sunday Tuesday ATA Open Golf Tournament Annual ATA Awards ATA 4th Annual Gala Tennis Tournament Casino Night Opening Reception Monday Wednesday Opening Session & Keynotes Call Centers CARE Philanthropic Project Speed Networking Expo Hall Opening & Reception ATA Chapter/New Members’ Reception ATA-PAC Live Music Event Exhibiting and Sponsorships are a great way for companies to enhance brand visibility, network for lead generation and Sponsorship Opportunities showcase new products. The annual ATA Convention & Expo Take advantage of the multiple attracts domestic and international teleservices decision opportunities to display your company makers. Our convention attendees are quali ed buyers who name, logo and/or web address. are ready to do business. ATA Cyber Café Breath Mints In fact, past expos have resulted in up to one-third of event Attendee Bags Convention Breaks attendees actually closing business on the exhibit hall oor. Awards Dinner Attendee Packet Insert At the 2009 Convention, 78% of our attendees were able Co ee Mugs to close business during the event because they had nal Golf Polo Shirts Opening Reception decision making authority and/or high-level input on Boxed Golf Luncheon Convention Navigator products and services purchased on behalf of the company. Golf Bags Golf Caps Badge Inserts Golf Balls Pad Folios Convention Attendee Pro le Golf Carts Lanyards Golf Towels Convention Pens Golf Photographer Owner President CEO Chairman Exhibit Hall Reception SVP EVP VP Golf Continental Director Exhibit Hall Lunch Breakfast Manager Session Sponsor Golf Water Bottles Sales Account Exec Other Hotel Key Cards Golf Tees Attendee Listing Golf Hole
  • 5. Keynote Presentations Everything you need to know about acquiring new business, servicing customers, measuring success, leveraging technology, and maintaining compliance in your contact center. Creating Magic at Every Customer Touchpoint Bob Simmonds Vice President Walt Disney World® Travel Operations Bob joined Disney in January of 2005 where he is now responsible for the Walt Disney World Travel Operations and Product Development for the Walt Disney World® Travel Company. In his current role, he is responsible for the Disney Reservation Center, “Where the Magic Begins.” Bob has been in the travel industry since 1976 and has been involved in a number of travel industry segments. Prior to joining Disney, Bob was the Director, Call Centers Operations and General Manager of the Telesales line of business at Expedia.com in Las Vegas. During his tenure with Expedia, Bob and his team built the Telesales division from a “proof-of-concept” vision into a line of business quickly approaching $1 billion in annual sales within 4 years. Bob was also responsible for starting Expedia’s cruise sales operations and building it to nearly $100 million in sales during its rst year of operation. Professional Personal Certi cation and Development – THE TIME IS NOW! Lani Kane-Hanan Senior Vice President Resort Development & Planning, Inventory and Revenue Mgmt. & Product Innovation Marriott Vacation Club International (MVCI) With nearly 25 years of experience in the hospitality industry, Lani is currently responsible for all MVCI’s Resort planning and development, inventory and revenue management, and product innovation activities. Her teams’ e orts support the Ritz-Carlton Destination Club, Grand Residences, and Marriott Vacation Club businesses world-wide. She is a member of MVCI’s Executive Committee. She is also an active member of the American Resort Development Association (ARDA), and serves as the Chairperson of ARDA’s Meetings Committee. Previously, Lani was part of the senior leadership team of a real estate consulting practice where she specialized in development, acquisitions, and strategic planning for mixed-use real estate projects and companies. Howard C. Nusbaum, RRP President and Chief Executive O cer American Resort Development Association Howard C. Nusbaum is the president and chief executive o cer of the American Resort Development Association (ARDA). Prior to joining ARDA, Nusbaum served as director of Corporate and Industry Relations for the American Hotel & Lodging Association as well as executive vice president of the Ohio Hotel & Lodging Association. He serves on the Board of Directors of the U.S. Travel Association and its Executive Committee. Before joining the world of hotel association management, he was vice president of marketing for Janus Hotels and Resorts. Nusbaum is a past board member of the Educational Institute of the American Hotel & Lodging Association. He received the Educational Institute of the American Hotel & Lodging Association’s “Lamp of Knowledge” for his development of hospitality training programs. He also received national recognition for his development of the very successful HOST Welfare-to-Work Program.
  • 6. 2010 ATA Open Golf Tournament Sponsored by 1-2-1 Direct Response Co-chaired by: Stuart Discount Tom Rocca, Support Seven © Disney Disney’s Magnolia Golf Course – Step onto the rst tee and into the shoes Tee Par Yardage Rating Slope of champions. Power your way down the fairways at this home to the nal rounds of the PGA Tour FUNAI Classic. These beautifully manicured links, Gold 72 6091 69.4 125 designed by Joe Lee, are named for an abundance of fragrant Magnolias. White 72 6642 72.3 130 Elevated tees, spacious greens and tranquil water hazards immerse you in a Red (W) 72 5232 70.5 123 natural setting t for a ful lling round of championship golf. Classic 72 7516 76.4 140 The classic design has very wide fairways, but 11 of the 18 holes have Blue 72 7182 74.9 136 water, and there are 97 bunkers scattered around the scenic landscape and greens. The challenging signature hole, the par-3 sixth with the Mickey Mouse-shaped bunker in front of the green, is nearly 200 yards from an elevated tee, over water to a shallow, elevated green. In all, Disney’s Magnolia Golf Course measures 7,190 yards from the blue tees, with a course rating of 73.9 and a slope rating of 133. Itinerary: 7:15 am: Hotel Departure 7:20 am: Breakfast & Registration at Disney’s Magnolia Golf Course 8:00 am: Shotgun Start Supporting Sponsor: Cyber City Teleservices 12 pm: Lunch/Awards Presentation 1 pm: Return to Hotel
  • 7. SUNDAY, SEPTEMBER 12 7:00 am 8:00 am Disney’s Magnolia 9:00 am – 12:00 pm 12:00 pm – 1:00 pm 12:00 pm – 6:00 pm 6:00 pm – 7:30 pm 8:00 pm – 9:00 pm © Disney
  • 8. 2010 ATA-PAC Event Monday 7:00 pm Join in the fun and support ATA-PAC! The ATA-PAC is the bi-partisan political action committee of the American Teleservices Association which exists to elect candidates to the United States Congress. Participation in the ATA-PAC is limited to restricted class association members and is voluntary. Contribution amounts are merely recommendations and impermissible donations shall be immediately returned to the donor. ATA-PAC sta can answer any questions or clari cations regarding eligibility and/or participation. Tickets: $150 donation per person
  • 9. MONDAY, SEPTEMBER 13 8:00 am – 4:00 pm 8:00 am – 8:50 am 9:00 am – 9:20 am 9:20 am – 10:10 am 10:20 am – 11:10 am 11:20 am – 12:00 pm 12:00 pm – 1:00 pm 1:10 pm – 2:00 pm 2:00 pm – 2:50 pm 3:00 pm – 3:50 pm 4:00 pm – 5:00 pm 5:00 pm – 6:00 pm 7:00 pm Night” *TICKETS REQUIRED
  • 10. MONDAY, SEPTEMBER 13 How to Best Leverage B2B Tools 9:20 am – 10:10 am 10:20 am – 11:10 am and Processes KEYNOTE The Good, the Bad & the Ugly Steve Griggs, President, Creating Magic at Every of PCI Compliance In nity Contact, Inc. Customer Touchpoint Ed McGuiggan, VP Global eCommerce, Kristyn Emenecker, Nuance Communications Bob Simmonds, Director-Solutions Marketing, Vice President, Verint Witness Actionable Solutions Get an up-close and personal look Walt Disney World® at a proven inside sales account Travel Operations Attend this session to learn about management model that heavily current trends, drivers and the impact integrates the contact center with of compliance with the Payment Walt Disney World® is globally known other channels to acquire and Card Industry-Data Security Standard as THE family destination. But it is upgrade customers. A speci c case (PCI-DSS) on today’s contact centers the magic of the experience from study will be presented to showcase and teleservices organizations. You’ll the beginning to the end that keeps the evolution of the B2B model, have an inside view of the positive kids of all ages coming back. How including challenges faced, lessons and negative e ects managers and does Disney do it? By creating magic learned over the past four years, business leaders experience as they at every touchpoint. You will be and results attained. Discussion will work to achieve and maintain PCI given a behind the curtain glimpse include practical recommendations compliance to protect consumer at the Disney approach to “Creating on how to launch and continually payment data; while at the same time Magic” with their Guests starting re ne the results generated by an complying with other regulations with the Cast members of the Disney inside sales team. This session will that require consumer authorization Reservation Center (DRC). provide insight on how to prevent and transaction record retention. channel overlap along with best Using the goal of “surprising and practices in B2B data management. delighting” the Guest at every touch point, Disney achieves best-in-class Social Revolution: Strategies service ratings while signi cantly for Succeeding in the Contact A View from China: Insights on increasing revenue per call. Bob will Center the Next Evolution in O shore discuss how using a combination of Opportunities technology, nding the right Cast Brent Bush, Members and creating the right SVP/Group Managing Director, Ted Bernard, Senior Vice President, motivation while keeping it fun has Harte-Hanks, Inc. In uent transformed the DRC into a strategic Craig Meurer, Andy Jacobs, President & CEO, pro t center for the Parks and Director of CRM & Technology In uent Resorts Segment of the Walt Disney Solutions, Harte-Hanks, Inc. Tony Bruno, Director, Company and the standard bearer for PCCW Teleservices magic of the rst of many customer Understand how social media touchpoints. a ects the contact center and The discussion will provide a teleservices. Attendees will have a rsthand account of call center tactical approach for initiating social and BPO programs in China. Both CRM and support in the contact internal growth as an attractive center – and know why they cannot market for multi-national companies ignore this revolution in customer as well as access to talented, low communications. Best practices will cost resources, makes China a very be shared to understand emerging attractive location. India and the trends and ensure long-term success. Philippines, which have become the
  • 11. MONDAY, SEPTEMBER 13 dynamic speakers as they relate the world’s major BPO players, are facing Breaking the Chains of successful progression of professional talent shortages and higher attrition Traditional Metrics certi cation in the timeshare rates. Many experts now believe that industry. From what it has meant for similar BPO industries are expected Stephanie Millner, the individual all the way through to grow very fast in China. In 2006, VP Business Development, to the board room, this session will China’s overseas BPO business was GlobalCom Solutions explore the keys to successfully valued at about $1.4 billion and is Orlando Hampton launching, building and maintaining expected to reach as much as $6.3 Executive Vice President, a professional certi cation program. billion by 2010. SATMAP Enterprise Deployment, TRG This is the future, and this session Stepping outside traditional metrics. will point to the way the ATA will get Do your measurements match there. Best Practices for a Successful outcome objectives? Have you Multi-Media Direct Response considered looking at Net Promoter 3:00 pm – 3:50 pm Marketing Campaign Score? How would an alternative perspective impact your customer Intelligent Interactions: Jane Bulman, experience, rep retention, and Improve Response Rates by Executive Director, National ultimately – the bottomline. Teleservices, Comcast Getting to Know Your Scott McKeen, Customers Through Data 1:10 pm – 2:00 pm Analytics Senior Director, Sales Channels and Market Development, Time Warner Cable KEYNOTE Steve Brubaker, Gerard Dehar, Professional Personal Chief of Sta , InfoCision President, Speedeon Data Corporation Certi cation and Development Rob Marshall, THE TIME IS NOW! Attendees will learn how developing Chief Operating O cer, 360CRM the right criteria and application Mark Boehmer Lani Kane-Hanan, can accurately lter their customer Senior Vice President, 360CRM Senior Vice President, database for churn risk. Using data Resort Development & Planning, analytics, attendees will learn tips This highly educational panel Inventory and Revenue Mgmt. & for developing a multi-channel, discussion will center around the Product Innovation cost-progressive direct marketing focal areas for success on a “New Marriott Vacation Club International strategy that incorporates the Movers” program, although the (MVCI) telephone, text, direct mail, etc., processes and methodologies can that minimizes churn and retention Howard C. Nusbaum, RRP, be employed across any campaign cost. Attendees will see proof that President and Chief Executive O cer, regardless of target audience. The highly personalized marketing tactics American Resort Development speakers will provide education developed from data analytics can Association regarding inbound, outbound, direct drastically improve marketing e orts mail, print, chat and email. by lowering cost and boosting ROI. he teleservices industry employs 5.3 million individuals in the We will discuss things such as start Every time someone purchases a United States, and accounts for up and speci c areas of focus, good or service they are telling you over $600 billion in sales of goods including lists, data elements, something. Why not use that and services, but we are woefully selection criteria, script/presentation information by utilizing data analytics inadequate in legitimacy to the required components, selling/ and applying results to an integrated, profession through certi cation. servicing multiple client products to multi-faceted marketing approach? ATA has decided to move forward in new movers or existing customers on By doing so you can enhance brand creating and promoting professional a single call, and other components position, improve ROI, and increase certi cation for individuals in the and processes. response rates and customer career of teleservices. But what does retention. certi cation mean, and what will it do for the industry? Join these two
  • 12. MONDAY, SEPTEMBER 13 Key Trends in Timeshare through increasing consumer the new legislation impact contact Customer Contact expectation of a call, scripting centers as employers? How can enhancements, e ective dial rates innovative solutions providers make Gary Byrd, and use of good lead generation the most of the new requirements? Chief Customer O cer & sources. Learn how to build a This interactive discussion will Executive Vice President, defendable position if faced with explore the realities of the new Wyndham Vacation Owership, Inc. a regulator investigative inquiry regulations, including a timeline for Robert A. Kobek, RRP, or a CID. Finally, understand the implementation requirements and President, Civil Investigative Demand process. new opportunities the law creates CustomerCount The evidentiary and documentary for innovative solutions providers. Howard C. Nusbaum, RRP, requirements can overwhelm President and CEO, American Resort companies that are ill prepared. Development Association Learn the elements of the CID Best Practices in Relationship and how the process works from Management: Getting the Most The American Resort Development beginning to end. Out of Outsourcer Partnerships Association (ARDA), through its best practices think tank, has identi ed Rita Wood, President, Network Direct customer service and customer Social Media’s Impact on the contact as one of the 5 most Call Center Industry – Trends Why do some outsourced programs important initiatives that timeshare and Opportunities thrive…while others ounder? marketers, sellers and operators Is it mostly a matter of up-front should have as a business focus. Chris Bracken, CEO, selection… or can collaboration, CallMe! Sta ng, LLC communication, and a shared This panel of high level ARDA and Sam Falletta, President, Incept Corp. commitment to continuous ATA timeshare executives will discuss improvement make the ultimate current trends and how customer Learn how social mediums can di erence between program (and loyalty begins in the contact center. greatly impact your recruiting e orts contract) failure and success? In How smart marketing and sales and alleviate the di culties of nding this fast-paced, tip- lled session, executives take advantage of that and keeping quality employees, how learn: what to do/not do in the customer loyalty to create advocates, call center companies can e ectively selection process; how to build a thereby decreasing the cost of utilize social media to enhance strong vendor management marketing and increasing sales in this their brand, and the future of social foundation; how to stay connected era of regulation. media within the call center industry. to “your” reps, customers and callers; Understand how social mediums can the best in multi-sourced programs; impact your business in 3 key areas: o -shore vs. on-shore partnership The Inevitable Regulatory Your People, Your Brand and Your management; checks, balances Inquiry; Proven Strategies That Services. and compliance; how and why Reduce Risk outsourced programs can fail (and what to do to avoid the typical Ken Sponsler, Healthcare Reform and the pitfalls); Zen and the art of program VP and General Manager, Contact Center maintenance. CompliancePoint (a PossibleNow company) Lynne Jacoby, Mitch Roth, Attorney, VP Healthcare Solutions, Roth Doner Jackson, PLC Synergy Solutions Scott DeNardin, VP of Finance & Corporate Compliance, This session will explore Healthcare Defender Direct Reform’s impact on contact centers – a look beyond the politics. How will This session will address proven strategies for reducing complaints
  • 13. TUESDAY, SEPTEMBER 14 8:00 am – 2:30 pm 8:00 am – 8:50 am 9:00 am – 9:30 am 9:30 am – 10:20 am 10:30 am – 11:20 am Annual Awards 11:30 am – 1:20 pm Gala & Casino Night Attend the ATA Awards Dinner and Gala event to pay 1:30 pm – 2:20 pm tribute to award winners in the following categories: Vendor Excellence Award Pioneer Hall of Fame Technovation Award 2:30 pm – 3:20 pm Best of Show International Teleservices Champion Foundation Award 3:30 pm – 4:20 pm Chapter Awards Making A Di erence Award 6:30 pm – 8:30 pm 8:30 pm – 11:00 pm
  • 14. TUESDAY, SEPTEMBER 14 to the Eight Critical Success Factors how to design an e ective policy to 9:00 am – 9:30 am of deploying the at-home model. minimize the risk of liability. See rst-hand examples of cost You will also learn from recent GENERAL SESSION reductions utilizing at-home agents. decisions in 2009 and 2010 State of the Industry and the addressing employees’ right to Future of the ATA privacy, enforcing restrictive LAMA and the Up-Sell/Cross Sell covenants through employees’ use Tim Searcy, CEO, ATA of social networking, recent claims Techniques That Turn Your Call against employers in our industry Based on the thousands of Center into a Pro t Center and much more. You will also hear interactions with contact center about current labor law issues and leaders each year, hear an honest Judy McKee, legislation impacting the contact and realistic inside look at where McKee Consulting, LLC center employment sector. this industry is headed. Year after Sally Cordova, year, this session is one of the most McKee Consulting, LLC powerful and meaningful presentations for anyone whose Learn the famous L-A-M-A technique Best Practices for Caller ID business is tied to serving in this session and how it applies to Number and Name Display consumers, so be sure not to your business operations. Presenters miss this excellent opportunity. will demonstrate how to ask the James Baker, Senior Vice President, Attendees will be presented with 6 billion dollar word question as Bank of America the most useful facts and gures well as role play it with participants. Steve Brubaker, Chief of Sta , about the teleservices industry Mastering the ART of the SOFT InfoCision world-wide and will share what is SKILL Statement-Question Technique Angela Morris, President, really going on and what it will will be EASY for you to apply after Quality Contact Solutions, Inc. mean for the future. attending this session. You will Dean Gar nkel, Chairman, receive the proof that it works and Call Compliance, Inc. methods to use to make it work in Michele Shuster, Partner, 9:30 am – 10:20 am your call center. Understand the MacMurray, Petersen & Shuster, LLP Add-On Method, Buying Signal Method and the Seed the Sale Method. Join this panel discussion to better Leveraging Outbound Sales understand “how” Caller ID works with Home Agents: throughout the U.S. phone carrier The Marketlink Case Study Am I LinkedIn to a Future market (long distance carriers and Lawsuit? local phone companies). Learn “best Michele Rowan, CEO, practices” regarding setting up Caller Customer Contact Strategies Chad Richter, Partner, ID phone numbers and names and Kourtney Keough, CEO, Jackson Lewis LLP how to ensure complete regulatory Marketlink compliance and increase contact This session will discuss the Human rates and list penetration rates at In 2010, Marketlink moved 15% of Resources, employment and labor the same time. Hear from a telemar- its workforce home as an alternate considerations with employees’ keting legal expert regarding the to adding additional facilities and is use of social networking sites. “musts” and “options” when it comes likely to expand it further. Session As the number of users of social to ensuring Caller ID legal compli- attendees will learn the details of networking sites (i.e. MySpace, Face ance for outbound telemarketing. Marketlink’s vision, key objectives of Book, LinkedIn, etc.) continues to the at-home model and the inside increase by signi cant proportions This will be a lively discussion which track on Marketlink’s strategy for every month, so do the opportunities will utilize a series of case study deployment. In addition attendees and challenges for employers. examples and panelist experiences will get a rst hand look at how Learn how to e ectively manage em- regarding best practices for Caller ID Marketlink measures success. ployees’ use of social networking that phone number and name delivery. Finally, attendees will be exposed occurs both on and o the clock and
  • 15. TUESDAY, SEPTEMBER 14 Self-Service: A Bridge Too Far? you know that training is consistent Contact Center Attrition and across all agents? Are your call Retention Eric Camulli, center issues based in training or Vice President of Marketing, performance? Attendees will learn Jim Beuoy, Virtual Hold Technology how to reduce training costs and Dir. QA & Corp. Compliance, Ameridial Troy McNall, Manager, reduce training time, how to ensure Sam Falletta, President, Incept System Performance Analysis, consistency in training and perfor- Virtual Hold Technology mance improvement and how to If you haven’t put a gure on the cost better understand if issues are of turnover for your contact center, Each negative customer interaction training issues or performance issues. you should! Add up interviewing costs your organization money, causes time, assessment tests, training, frustration and threatens customer advertising expenses, and the loyalty. This session will be examining 3:30 pm – 4:20 pm additional coaching time required data from a few di erent companies bringing a new recruit up to speed to demonstrate the value of solutions and you’ll arrive at a gure that that bridge the customer service gap Compliance2: Staying One Step Ahead almost always is your single largest between self-service and live-service. expense. Learn the step-by-step For example, learn how Southwest Ryan Thurman, method to building a low turnover Airlines recovered 500,000 abandoned Director of Sales and Marketing, culture in in-house and outsource calls and saved more than 47 years of Contact Center Compliance environments. You’ll be provided customer hold time in just 5 months. Joe Sanscrainte, with studies that provide empirical Learn how Blue Cross of Northeastern Compliance Attorney, data that you need to convince Pennsylvania reduced average speed to answer from 4.8 to 2.6 minutes Law O ce of Joseph Sanscrainte stakeholders at every level of your during peaks, improved abandons Gerard Dahar, CEO, Speedeon Data organization. 43% and signi cantly reduced call blockage. Another example is how Learn about reverse engineering Hertz reduced their average handle safe harbor practices and how to Meeting Today’s 24/7 Customer time by 50 seconds utilizing these make them work for you. Hear Where They Live “bridge the gap” solutions. actual stories from the “front lines” of compliance and understand how Fred White, Vice President to create the right balance between of Business Development, The Role of Learning compliance and pro ts. Interactive Softworks Management Technology in This session will also provide a Enhancing the Customer comprehensive FCC/FTC Regulation In today’s highly competitive Experience (Case Study) update-including express written marketplace, customers expect more permission for wireless, robocalls, than ever from the organizations Charles Hellings, and foreign markets calling they do business with. Customers EVP- Sales and Marketing, for the US. This discussion will are increasingly frustrated with poor ePath Learning, Inc. include an enforcement update and service, inconsistent information and Jessie Woodson, the current statistics of recent DNC many companies’ inability to treat Training/QA Manager violations. Analysis and statistics customers as individuals. Making the Terminix regarding data marketing and the issue even more complex is the DNC as well as the current status of growing number of ways businesses Your service is only as good as the latest telemarketing compliance and customers are interacting – last contact your client made with issues will be covered. including voice, text, web, email, your agent. In order to enhance the Facebook, Twitter and more. This customer experience, you rst have presentation will discuss how to understand the state of that experience now. What training is in place for your agents? How do
  • 16. TUESDAY, SEPTEMBER 14 organizations can leverage the right Partners in Performance…A consultants who are completely technology and make the most of Look at ATA Partners Winning focused on the customer. This multi-channel communications to Business in Harsh Economic presentation will focus on how to e ectively engage customers and Times build dialog guides that serve as turn them into customers for life. road maps for conversations and how Laurie Alm, President, to coach reps to use this consultative Interactive Softworks will discuss Motivated Incentives approach that will have a dramatic a case study with customer, Tranzact. Jim Iyoob, e ect on customer satisfaction and The presentation will detail how Vice President of Global Development, generating increased pro ts for the Tranzact uses Interactive Softworks’ Etech, Inc. bottom line. technology solution that enables the company to manage numerous This session will provide an overview Attendees will learn from examples complex customer campaigns, of targeted sales approaches to of dialog guides used by some of the reduce operational costs, and identify, qualify and close clients. It largest U.S. companies and leave with respond quickly to new will also include a general overview a 4 Step Model and methodology for opportunities. of the RFP process and how partners building e ective Dialog Guides. are introduced into the equation. Based on an actual case study, the What It All Means for presenters will demonstrate how the Outsourcers partnership with Etech and Motivated Incentives helped Tim Searcy, CEO, ATA demonstrate a unique competitive John Redinger, advantage for a major Fortune 500 VP Sales and Marketing, DialAmerica company and ultimately closed the deal. Learn how to create a value What impacts are the economy, state proposition to sell your contact & federal regulations, the o shore service team, how to nd the right vs. onshore debate, automation partners, and how to use incentives choices and customer feedback to distinguish your company from having on the buyers’ selection of the rest of the pack. outsourcers? This session will help both clients and outsourcers make sense of where to go from here. The Moving From Scripting to ATA and DialAmerica have once again Consulting: The Key to teamed up to study outsourcing Delivering Sales and Service from the purchaser’s point of view. Excellence Hear the key purchasing factors beyond recession and into recovery, Joel Linchitz, President, particularly for the large scale Phone for Success buyers. The ATA and DialAmerica will release ndings of our third annual In order to be successful scripting authoritative study of U.S. buyers of today needs to move away from outsourced teleservices. word for word monologues to communication dialogs that focus on needs and rapport building. It’s time for call centers to raise the bar and coach their sales and service reps to become professional communication
  • 17. WEDNESDAY, SEPTEMBER 15 9:00 am – 1:00 pm Call Centers CARE Make a Di erence... Join the Movement... Get Involved... ATA Travel Site The ATA will partner with a local charity on You now have an opportunity to Wednesday, September 15th for a philanthropic save and serve with the new ATA activity. This is a day of caring and camaraderie travel service, powered by the that you simply won’t want to miss. We provide the world’s largest travel providers, food, transportation and Call Centers CARE t-shirts. Travelocity and Expedia. Every Each year during our national events, a Call Centers time you book your travel on the CARE activity is organized so industry professionals ATA travel site, a portion of your from around the world can join in a combined e ort payment will be donated to ATA to give back and support a local community. Join us Call Centers CARE. and show how much you CARE. This travel service allows you to For complete details about the event and charity we receive the lowest pricing and will be assisting, visit our special events page on the most extensive selection that convention website: www.ata2010convention.org Travelocity and Expedia have to o er including over 55,000 hotels, all major airlines, car rentals, cruises, attraction tickets, and more. Make sure you and everyone you know books personal and business travel on the new ATA travel site. Make a di erence today! www.atatravelsite.com
  • 18. 2010 Program At-A-Glance MONDAY, SEPTEMBER 13 8:00 am – 4:00 pm 8:00 am – 8:50 am 9:00 am – 9:20 am 9:20 am – 10:10 am KEYNOTE PRESENTATION : Creating Magic at Every Customer Touchpoint The Good, The Bad and The Ugly of PCI Social Revolution: Strategies for Succeeding How to Best Leverage B2B Tools and Processes Compliance in the Contact Center 10:20 am – 11:10 am A View from China: Insights on the Next Best Practices for a Successful Multi-Media New Ways to do Representative Analysis and Evolution in O shore Opportunities Direct Response Marketing Campaign Training 11:20 am – 12:00 pm 12:00 pm – 1:00 pm 1:10 pm – 2:00 pm KEYNOTE PRESENTATION: Professional Personal Certification and Development – THE TIME IS NOW! 2:00 pm – 2:50 pm Key Trends in Timeshare Customer The Inevitable Regulatory Inquiry; Social Media Impact on the Call Center Industry – Trends Contact Proven Strategies that Reduce Risk and Opportunities 3:00 pm – 3:50 pm Intelligent Interactions: Improve Healthcare Reform and the Contact Response Rates by Getting to Know Best Practices in Relationship Management: Getting the Center Your Customers through Data Most Out of Outsourcer Partnerships Analytics 4:00 pm – 5:00 pm 5:00 pm – 6:00 pm 7:00 pm TUESDAY, SEPTEMBER 14 8:00 am – 2:30 pm 8:00 am – 8:50 am 9:00 am – 9:30 am GENERAL SESSION: LAMA and the Up-Sell/Cross Sell Techniques That Best Practices for Caller ID Number and Am I Linkedin to a Future lawsuit? Turn Your Call Center into a Pro t Center Name Display 9:30 am – 10:20 am The Role of Learning Management Leveraging Outbound Sales with Home Self Service: A Bridge Too Far? Technology in Enhancing the Customer Agents: The Marketlink Case Study Experience 10:30 am – 11:20 am 11:30 am – 1:20 pm 1:30 pm – 2:20 pm 2:30 pm – 3:20 pm Meeting Today’s 24/7 Customer Where Compliance2: Staying One Step Ahead Contact Center Attrition and Retention They Live 3:30 pm – 4:20 pm Partners in Performance… A Look at Moving from Scripting to Consulting: What it all Means for Outsourcers ATA Partners Winning Business in Harsh The Key to Delivering Sales and Service Economic Times Excellence 6:30 pm – 8:30 pm 8:30 pm – 11:00 pm
  • 19. You asked for it and we heard you loud and clear so…What’s New this Year? Hot Topic Roundtables - Introduced at the ATA Washington Summit - Hot Topic Roundtables were a Big Hit! This is an opportunity to sit down and discuss the most pressing issues in the contact center industry with other experts in the eld. This is a unique opportunity to gain new perspectives and network with professionals that share your interests. Just a few of the topics that will be covered include: PCI Compliance Wireless consent – the latest regulatory updates Social media integration in the contact center Vendor management best practices Self service strategies Next generation KPI’s O shore vs. onshore Workforce management Best tools for hiring and training Best practices for managing contact center/customer relationships ATA Speed Networking- Another HUGE success, we are bringing this fast-paced, fun event to Orlando! Think of it as speed dating for businesses leads. Join in this simple activity to make sure that you leave this year’s convention with lots of new contacts and new business opportunities! Don’t be shy – simply bring plenty of business cards and be prepared to share friendly conversation and your expertise with other contact center professionals. REGISTRATION RATES Registrant Type Paid in full by Aug 6 Standard Registration Fee ATA Member $1095 $1395 ATA Platinum Member $895 $1195 ATA Chapter Board Member $995 $1295 ARDA Member $1095 $1395 Non-Member $1595 $1895 Register online: www.ata2010convention.org or call 317.816.9336. Registration includes access to great educational sessions and expo hall admission. It also includes annual event favorites such as the opening reception, casino night, Call Centers CARE service project, the annual awards gala dinner, speed networking and other great networking opportunities. SPECIAL EVENTS: ATA Member Non-Member Team of 4 Golf Tournament $179 $199 $675 Tennis Tournament $25 $30 N/A PAC Event $150 $150 N/A Disney’s Contemporary Resort Reserve your room early and receive 4600 World Drive the group rate of $185/night, subject to Lake Buena Vista, FL 32830 (407) 824-1000 website to make reservations. © Disney
  • 20. 3815 River Crossing Parkway, Suite 20 Indianapolis, Indiana 46240 REGISTER BEFORE AUGUST 6th AND SAVE $300! VISIT: CALL: Names You Want to do Business With: Bank of America Incept Corporation Protocol Global Solutions Names You Want to do BusinessCorporation 360CRM Bluegreen With: In uent Inc. Republic Telcom Worldwide Aditya Birla Minacs Call Compliance, Inc. InfoCision Management Corporation Shell Vacations, LLC ADT Security Systems Inc Capital One Inktel Direct Corp Showtime Networks Inc. AEGON Direct Marketing Services CareCall, Inc. Innovative Marketing & Sales Silver Leaf Resorts A nion Group Comcast Intersections Inc. Sirius XM Radio All American Dish Corporate Call Center iPacesetters, LLC SITEL Worldwide Allstate Insurance Company Cross Country Home Services IQT, Inc. Smart sh Technologies Allus, Global BPO Center Cyber City Teleservices Mac Murray, Petersen & Shuster, LLP Starwood Vacation Ownership Alorica Inc. Defender Direct Marketlink Synergy Solutions, Inc. Alpine Access DialAmerica Marriott Vacation Club TCIM Services, Inc. American Customer Care, Inc. Diamond Resorts Microsoft Technology Marketing Corporation American Express International Mobius VP, LLC Telerx American Honda Finance DIRECTV MTI The Allant Group Corporation Discover MxEnergy The Results Companies American Red Cross Disney Destinations LLC NCO Customer Management, Inc. The Sun-Sentinel/Orlando Sentinel American Resort Development Edge Teleservices, Inc. Neustar Toastmasters International Association Etech, Inc. Northwest Direct Teleservices, Inc. TPG TeleManagement, Inc. American Water Resources First Data Corporation NovaTel Trident Business Management Ameridial GE Consumer Finance NOVO1 Voiance Language Services APX Alarm Security Solutions, Inc Global Contact Services Omaha Steaks, Inc. West Corporation Associated Bank N.A. Hamilton Contact Center Services Optima Direct, Inc. Wyndham Vacation Ownership Associated Community Services Hilton Grand Vacations Company Paci c Monarch Resorts Plantronics AT&T HSBC Card Services PossibleNOW Avaya ICT Group, Inc. Progressive Impressions International
  • 21. 2010 ATA Resource Guide Uniting the Industry hey are , who t nter panies e ber com t call c e mem ngs prominen conomic and Greetin gs, ple – th i e its peo ganization br r y with vast suppor ters is all about her or indust d the . No ot n he The AT A t of an iders a n people in t they do er in suppor ers, the prov io at and wh nals togeth t the u s ve mill e. over f i d prof essio er epresen ich employs ber world-wi er pact. W hannel wh num togeth soci al im s, a c ar gre ater rce b r inging . For ser vice lone, and a f d resou e place of Tele a ar-roun tices into on mpanies, S tates ble ye United valua st prac heir co ide is a ideas and be mation for t e have esou rce Gu ices , info r This R roducts, ser v cing reliable ar t. W ce to st peopl e, p with s our ide is the pla harged Resource Gu ding: those c A clu 10 AT tion in the 20 ted infor ma Guide incor p ora uyer’s utsou rcers B nter O • Call Ce TA Me mb ership Directo ry of your ATA Tim Searcy, CEO • st out is A igu res mo n in th s and F get the r matio tinuous te info nd con r y Fact lp you • Indust u lt is a use The res hip. We’ve in at you will p c l to he ful too d our most u o immediate lude u p-to-da t it t a mbers ope th n the me dh ation o your blicat ion an o see infor m We welcome pu als . the u will bership ticipation in us e. ce Gu ide, yo h ATA mem al pa r Resour throug ddition With in this ces available to consider a n i and ca nt ser v ncourage you dif fere e h me mbers” ns and ess wit year. questio ion. o busin rs year af ter orga niza t “mem bers d embe y that from m with yo u! e lik e to sa th testimony usiness W at up w i oing b back th ey’re d ake sure th you’ll m I hope ishes, Best w arcy Tim Se CEO 1 www.ataconnect.org
  • 22. 2010 ATA Resource Guide 2
  • 23. 2010 ATA Resource Guide Table of Contents About the American Doing Business with Members . . .10 Industry Facts and Figures . . . . .153 Teleservices Association . . . . . . . .4 SPONSORSHIPS INDUSTRY FACTS AND FIGURES. . . . . . 153 OUR MISSION EXHIBITING CONTACT CENTER SIZE . . . . . . . . . . . 153 ADVERTISING OUTBOUND ACTIVITY. . . . . . . . . . . . . 154 ATA Board of Directors . . . . . . . . . .5 COST PER CALL . . . . . . . . . . . . . . . . 154 ATA Government Affairs . . . . . . . .11 Make the Most of Membership . . .6 BUDGET. . . . . . . . . . . . . . . . . . . . . . 154 MEMBER ALERTS PROTECTION FROM GOVERNMENT WORKFORCE MANAGEMENT . . . . . . . . 155 REGULATION ATA Political Action VIRTUAL CONTACT CENTERS. . . . . . . . 156 BUSINESS NETWORKING Committee . . . . . . . . . . . . . . . . . . .12 HOME–BASED AGENTS. . . . . . . . . . . . 157 EDUCATION MAKE AN INDIVIDUAL ATA-PAC USING HOSTED & MANAGED COMMUNICATION CONTRIBUTION SOLUTIONS . . . . . . . . . . . . . . . . . . . 158 SELECT THE ATA-PAC PAYROLL DEDUCTION INBOUND ACTIVITY . . . . . . . . . . . . . . 159 Join an ATA Chapter . . . . . . . . . . . .7 PROGRAM OPINIONS ON MULTIMEDIA . . . . . . . . . 159 2010 CHAPTER DIRECTORY MAKE ATA-PAC PARTICIPATION FUN AUTOMATED INTERACTIONS . . . . . . . . 160 Platinum Membership . . . . . . . . . .8 DIALERS . . . . . . . . . . . . . . . . . . . . . 161 ATA Self-regulatory Organization 13 PLATINUM MEMBERSHIP PROVIDES AN SURVEY TECHNIQUES . . . . . . . . . . . . 162 AUDITOR CERTIFICATION INSTANT RETURN MANAGERIAL ISSUES. . . . . . . . . . . . . 163 BECOME AN SRO TRUSTEE! ON YOUR INVESTMENT COST OF INDUCTION . . . . . . . . . . . . . 163 ATA CORPORATE MEMBERS Regulatory Compliance Tools . . .14 MOST IMPORTANT ATTRIBUTES INVEST IN A PLATINUM MEMBERSHIP OF A SUCCESSFUL CONTACT Call Centers Care . . . . . . . . . . . . .15 CENTER AGENT . . . . . . . . . . . . . . . . 164 PLATINUM MEMBERS METHODS OF MOTIVATING AND Staying in Touch . . . . . . . . . . . . . .16 RETAINING AGENTS . . . . . . . . . . . . . 165 Participation in ATA Events . . . . . .9 ATA WEB SITE SALARIES . . . . . . . . . . . . . . . . . . . . 166 CHAPTER EVENTS ECONNECTIONS ONLINE NEWSLETTER SALARIES BY CONTACT CENTER 2010 ATA COMPLIANCE SEMINAR SERIES SOCIAL NETWORKING ACTIVITY TYPE AND SIZE . . . . . . . . . 166 ATA WASHINGTON SUMMIT ATA RESOURCE GUIDE INDUSTRY IMPACT . . . . . . . . . . . . . . 167 ATA CONVENTION & EXPO LOOKING FORWARD . . . . . . . . . . . . . . 168 Outsourcers Buyer’s Guide . . . . . .17 ATA Membership Directory . . . . . .65 Published by: The information in this publication is believed to be correct at the time of American Teleservices Association publication, but cannot be guaranteed. Please note that the information ATA 3815 River Crossing Parkway, Suite 20 delivers will be based on information gathered in good faith from both primary Indianapolis, IN 46240 and secondary sources, whose accuracy we are not always in a position to Phone: 317-816-9336 guarantee. As such, American Teleservices Association can accept no www.ataconnect.org liability whatever for actions taken based on any information that may subsequently prove to be incorrect. All Rights Reserved. The 2010 ATA Resource Guide No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form by any means, electronic, mechanical, photocopying, Copyright 2010© American Teleservices Association recording or otherwise, without the prior permission of the publisher, American Teleservices Association (ATA). 3 www.ataconnect.org
  • 24. Dedicated to Serving the Contact Center Industry About the American Teleservices Association The American Teleservices Association (ATA) is the only non- profit trade organization dedicated exclusively to the advancement of companies that utilize contact centers as an integral channel of operations. ATA members include companies with inbound or outbound contact centers, users of Teleservices, trainers, consultants, and equipment suppliers who initiate, facilitate, and generate telephone, Internet, and e-mail sales, service, and support. Founded in 1983, the American Teleservices Association (ATA) represents more than 4,000 contact centers that account for over 1.8 million professionals worldwide. Contact centers offer traditional and interactive services that support the e-commerce revolution, provide specialized customer service for Fortune 500 companies, and generate annual sales of more than $900 billion. ATA provides leadership in the professional and ethical use of the telephone for conducting business and is committed to serving the needs of its members, recommending the highest standards of quality for the channel and protecting the rights of consumers. Members benefit from the ATA’s strong advocacy at the national and state level; advanced and timely educational opportunities and business building events; advocacy and support in the public realm; and rich and trusted resources for Teleservices professionals. OUR MISSION ATA is committed to serving the needs of its members by recommending the highest standards of quality for the channel and protecting the rights of consumers. ATA values members by providing essential business elements in the form of: • forums for networking at international, national and regional levels; • programs for business learning; 1983-2008 • advocacy of Teleservices users’ and providers’ interests Celebrating over 25 years before State and Federal government; as the ONLY association • research on consumer and regulatory topics of interest to dedicated exclusively to the Teleservices users and providers; Teleservices channel • consensus, voluntary guidelines for industries who utilize Teleservices in their business operations; • information about global developments in Teleservices; and • education of the general public and media to promote Teleservices providers’ and users’ business interests of their strong commitment to customer service and satisfaction. ATA INFORMATION 4
  • 25. Industry Leadership ATA Board of Directors The ATA Board of Directors includes prominent individuals representing a cross-section of industries. The Association is pleased to introduce this extraordinary group who continue to lead the ATA as it continues a path of growth and strength. Executive Committee Directors Phillip Grudzinski, Ricky Arriola Stuart Discount Chairman Inktel Direct 121 Direct Response American Express Mark Boehmer, James Baker Lori Fentem Vice Chairman Bank of America Synergy Solutions, Inc. 360CRM Steve Brubaker Robert Simmonds, Dean Garfinkel Treasurer InfoCision Management Call Compliance Disney Destinations Corporation Mike Rauscher, Barbra Merwin Jane Bulman Secretary HSBC Card & Comcast Home Service USA Retail Services Lisa DeFalco, James Danz Mitchell Roth, Chair Emeritus ATA Counsel Trident Business TPG Telemanagement Management Roth Doner Jackson Michael Eubanks Tim Searcy, CEO AEGON Direct American Teleservices Marketing Services Association 5 www.ataconnect.org
  • 26. Experience the ATA Make the Most of Membership The benefits of membership in the ATA are many, but active profession on Capitol Hill. Whether testifying in front of participation is the only way to make the most of it. By Congress, working with the regulatory agencies, participating attending local and national events, engaging in meaningful in the US Government Affairs Committees, or personally communication with fellow members, and taking advantage of contacting members of Congress, ATA is working for the business opportunities, ATA members are contributing to the benefit of its members. active, healthy growth of the Teleservices industry. Explore the many membership opportunities to find fits for BUSINESS NETWORKING you and your organization. All of ATA’s activities place specific emphasis on enhancing • Grow your business through local and national networking business relationships and forging new ones with industry opportunities colleagues. Teleservices leaders know that ATA is the only professional association 100% dedicated to serving • Attend chapter events to leverage business and topics Teleservices professionals. Offering you easy access to specific to your region industry leaders in your area of interest and expertise is just • Learn about compliance to reduce business risks one more way ATA membership contributes to your bottom line. • Support your industry with strong government representation EDUCATION • Know how state and federal legislation may impact your business As the host of numerous local and national events, ATA provides attendees with cutting edge professional • Join ATA Committees which focus on specific topics that development opportunities. We feature industry experts affect your industry responsible for the newest trends in our industry at the ATA • Take advantage of discounts from select vendors and on Annual Convention & Expo, the ATA Washington Summit, and ATA Events at regional events held across the country. ATA also conducts complimentary seminars on Industry Compliance on a • Understand how the ATA Self Regulatory Organization can regional basis. ATA Chapters present local events several facilitate the complications of regulation and compliance times per year. Most importantly, ATA membership affects your bottom line. Business leaders know that building a business is often COMMUNICATION about having the right connections, and ATA membership Members receive relevant industry news from the ATA. The makes that easy. organization maintains frequent contact with members through eConnections, the association’s bi-weekly email PROTECTION FROM GOVERNMENT REGULATION newsletter. This online publication provides breaking news, Simply put, ATA diligently works to educate lawmakers emerging issues, in-depth analyses, association news and regarding the importance of the Teleservices industry and to reminders, and links to crucial information for the Teleservices aggressively oppose potentially damaging legislation affecting professional. The ATA also provides a robust website serving the industry. ATA is an active voice for the Teleservices as the industry’s first stop for information and numerous social networking opportunities. ADVOCACY – EDUCATION – NETWORKING WWW.ATACONNECT.ORG ATA INFORMATION 6
  • 27. Get Involved Join an ATA Chapter Each ATA chapter provides networking opportunities and ATA Chapters provide an integrated platform of education, educational services in its area by holding several events networking and social activities while providing innovation, throughout the year that provide a localized forum through creativity, proven methodologies, and the ability to interact with which call center practitioners can unite to promote education, the local resources of the American Teleservices Association. professionalism, compliance and goodwill in the teleservices Chapter membership is free to all ATA members. industry and among member companies. Get involved! 2010 CHAPTER DIRECTORY ARIZONA (AZ, NM, NV) MIDWEST (IA,KS,MO, MN, ND, SD, NE) SOUTH CENTRAL (AR, LA, MS, OK, TX) Stephanie Millner Christine Haerich Laurie Alm GlobalCom Solutions Protocol Global Solutions Motivated Incentives 19316 E. Oriole Way 405 Donegal Dr. P.O. Box 93195 Queen Creek, AZ 85242 Smithville, MO 64089 Southlake, TX 76092 480-888-9984 816-873-3558 888-642-7743 stephaniem@gcsolutions.net chaerich@protocolgs.com lauriealm@motivatedincentives.com CHICAGO METRO (IL, WI, NW IN) MOUNTAIN (CO, UT, WY) SOUTHEASTERN (AL, GA, NC, SC, TN) Jim Maratea, Co-President Rick Lang Sandy Sponsler The Allant Group Single Source Telecom PossibleNOW 2056 Westings Ave. 7208 S Tucson Way 4375 River Green Parkway Naperville, IL 60563 Suite 100 Duluth, GA 30096 630-778-2736 Centennial, CO 80112 770-255-1040 jmaratea@allantgroup.com 720-279-8442 ssponsler@possiblenow.com rick@singlesourcetelco.com Shireen Wedlock, Co-President LYNX Services WEST COAST (CA, OR, WA) 847-838-6943, 800-806-2573 OHIO VALLEY (IN, OH, MI, KY, WV) Ray Pollum swedlock@lynxservices.com John Stanovcak NobelBiz Open Integrity, Inc. 5857 Owens Ave. FLORIDA (FL) 330-338-5564 Carlsbad, CA 92008 johns@openintegrity.com 760-405-0105 Luis Gonzalez rpollum@nobelbiz.com InkTel Direct 13975 NW 58th Court POTOMAC (DC, MD, VA, WV) Miami Lakes, FL 33014 CHAPTER PRESIDENTS COMM: Janelle Iturbe 305-523-1142 Roth Doner Jackson Chris Haerich, Chair Luis.gonzalez@inktel.com 8200 Greensboro, Suite 820 Kathleen Kelly, Vice Chair McLean, VA 22012 dvsAnalytics. MID ATLANTIC (DE, NJ, PA) 703-485-3539 17255 North 82nd Street jiturbe@rothdonerjackson.com Scottsdale, AZ 85255 Bryan Gray, Co-President 480-538-7700 NCO Group NY METRO (NY, NJ, CT) kkelly@dvsAnalytics.com 507 Prudential Rd Horsham, PA 19044 Rich Simms National Board Liasion: 215-385-4425 DialAmerica Lori Fentem bryangray@comcast.net 960 Macarthur Blvd. Synergy Solutions, Inc. Mahwah, NJ 07495 16435 N. Scottsdale, Ste 130 Rob Marshall, Co-President 800-531-3131 Scottsdale, AZ 85254 360 CRM rsimms@dialamerica.com 602-296-1601 204 Carter Dr. llfentem@callsynergy.com Westchester, PA 19382 610-429-5036 rmarshall@360crm.net For more information on how you can be involved with your local ATA chapter, visit us online at www.ataconnect.org/chapters, email Lisa Nye Ford at Lisa@ataconnect.org or call at 317-816-9336. 7 www.ataconnect.org
  • 28. The Best Return on Your Investment Platinum Membership PLATINUM MEMBERSHIP PROVIDES AN INVEST IN A PLATINUM MEMBERSHIP AND INSTANT RETURN ON YOUR INVESTMENT. YOU’LL ALSO RECEIVE: Platinum Membership in the ATA includes all the benefits of • Two complimentary registrations to the annual ATA Corporate Membership, but with additional discounts and Washington Summit (Value: approx $1,800) recognition. • Discounted registration to the annual ATA Convention & Expo (Savings: approx. $250/member) ATA CORPORATE MEMBERS RECEIVE: • Premier subscription to the ATA’s Regulatory Guide (Value: • Bi-weekly ATA Members Newsletter, eConnections approx. $800) • Up-to-date compliance and regulation email alerts • Special recognition in the ATA Membership Directory • Online Membership Directory listings (Savings: priceless) • Complimentary listing in the ATA Resource Guide • Special recognition in conference brochures and other ATA promotional materials • Free and discounted industry research, reports and whitepapers • Access to the Platinum-Member Only events and receptions during national conferences (Savings: priceless) • Discounted registration rates for the ATA Legislative Conference, Annual Convention & Expo, Chapter Events, and all other networking and educational opportunities • An opportunity to purchase discounted programs and publications THE AMERICAN TELESERVICES ASSOCIATION THANKS THEIR PLATINUM MEMBERS FOR SUPPORT OF THE INDUSTRY AND THE ASSOCIATION. 1 2 1 Direct Response Defender Direct NOVO1 360CRM DialAmerica Optima Direct, Inc. Aditya Birla Minacs Discover Plantronics AEGON Direct Marketing Services Disney Destinations LLC PossibleNOW Affinion Group Edge Teleservices, Inc. Progressive Impressions International Allstate Insurance Company Etech, Inc. Protocol Global Solutions Allus, Global BPO Center First Data Corporation Republic Telcom Worldwide Alorica Inc. GE Consumer Finance Shell Vacations LLC American Customer Care, Inc. Hamilton Contact Center Services Sirius XM Radio American Express HSBC Card Services SITEL Worldwide American Honda Finance Corporation ICT Group, Inc. Smartfish Technologies American Water Resources Incept Corporation Synergy Solutions, Inc. Ameridial Influent Inc. TCIM Services, Inc. APX Alarm Security Solutions, Inc InfoCision Management Corporation Technology Marketing Corporation Associated Bank N.A. Inktel Direct Corp Telerx Associated Community Services Innovative Marketing & Sales The Allant Group Bank of America Intersections Inc. The Results Companies Bluegreen Corporation Mac Murray, Petersen & Shuster, LLP The Sun-Sentinel/Orlando Sentinel Call Compliance, Inc. Microsoft TPG TeleManagement, Inc. CareCall, Inc. MTI United Nearshore Operations UNO Charlton MxEnergy Voiance Language Services Comcast NCO Customer Management, Inc. West Corporation Corporate Call Center Neustar Wyndham Vacation Ownership Cross Country Home Services Northwest Direct Teleservices, Inc. Cyber City Teleservices NovaTel ATA INFORMATION 8