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XAIT + PRIVIA PRESENTS THE 2021 THEME:
DOCUMENTS BEYOND BORDERS
There's something for everyone on the team:
- Directors: An Agile approach to Shipley!
- Managers: How to avoid strategy corrections!
- Coordinators: How to save production time!
- Writers: How to avoid rewrites!
- Reviewers: How to think like evaluators!
- BD & Sales: How to be easier to buy from!
Register today!
GLOBAL | NOVEMBER 4, 2021
|8 am - 01:00 pm EST
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(It's free!)
Agenda
ANNOUNCED SPEAKERS
Neil Levene, CPP APMP, CPP PMP
Keynote: 2022 Key Proposal Trends and the Competitive Advantage
Neal Levene has over 30 years of proposal development experience. Prior to being a Director of Proposals at three companies, he was the President at two companies that he owned, one a proposal consultancy. Neal has been an active member of APMP since 2010, speaking frequently at conferences and serving on the National Capital Area’s Board. (T-Rex Solutions)
Mike Parkinson, APMP Fellow
At-a-Glance Prop Pages: 8 Ways to Win
Mike Parkinson is a geek. He is 1 of 36 Microsoft PowerPoint MVPs in the world, is an internationally recognized communication and presentation expert, best-selling author, and professional trainer. Mike’s keynotes, training, books, and tools help companies succeed while saving money and time. He a partner at 24 Hour Company, a premier creative services firm, and owns Billion Dollar Graphics. (Billion Dollar Graphics)
Karin Olson-Held, CP APMP
Measure Twice, Cut Once
Karin is a senior proposal manager with 16 years of experience in federal, state, and nonprofit proposals. Her experience includes proposal management, writing and editing, and internal process development. She enjoys mentoring new proposal professionals and implementing industry best practices. An active member of APMP, she serves as the GMC Book Club Chair and was recognized as a member of the 2020 class of APMP 40 Under 40 award recipients. (Noridian Healthcare Solutions LLC)
Brad Douglas
Applying Agile to the Shipley Framework
Brad is a strategic business development leader with over 30 years of experience in marketing, business development, capture management, sales, proposal development, and executive leadership. He has helped many companies compete for and win strategic contracts, in the business-to-Government, international, and business-to-business (commercial) sectors. In his role, he also oversees the Shipley Training & Certification practice area and delivers dozens of tailored training workshops per year to a variety of industries. (Shipley Associates)
Michael Lejuene
3 Ways to Boost Your Past Performance Evaluation and Scoring
Michael LeJeune is a best-selling author and master coach. He hosts the wildly popular podcast Game Changers for Government Contractors, manages the Federal Access Coaching and Training platform, and specializes in helping government contractors brand themselves as Subject Matter Experts in their niche. (RMS Federal)
Caryn Kent Dean, MLIS, CP APMP
SMEs are People, Too
Caryn Kent Dean founded Once Upon an RFP in 2018, after 20+ years in the industry. She has consistently created order from chaos, working with businesses to stabilize and grow their revenues. She actively participates in APMP as a Greater Midwest Chapter board member and mentor. (Once Upon an RFP)
Thomas Abraham, CP APMP
How to Think Like a Proposal Evaluator
Thomas is a Proposal Development Specialist and an alumnus from Virginia Commonwealth University where he studied English, Literature, and Creative Writing. He specializes in Past Performance and Resume writing, Proposal Coordination, and generating Third Party Assessments. While still a young professional in the proposal industry, he strives to learn about every aspect of the industry and looks to provide quality service to his clients. (KSI (Key Solutions, Inc.))
Angie Wolfe, CP APMP
Building the Next Generation of Leaders
Angie is a creative and analytical proposal professional and business owner with 18 years of experience at large Fortune 500 companies in business development and marketing. Based in Denver, she is now the owner of Ideas at Dawn Marketing Consultants. (Ideas at Dawn)
Chris Whyatt
Title of Neal's topic
With over 50 years working in the tech sector, Chris has been involved in a revolution in the way we do business. During that time he's created and sold numerous innovative approaches that supported this revolution, starting with mainframe automated operations in the ‘70s through to Get to Great 360s this century. (Get to Great Results)
Eirik Gudmundsen
Welcome: Documents Without Borders
Eirik has spent more than 12 years in various roles in product development positions, including software development, research & development, project management and overall software development management. (Xait)
Kevin Geraghty
Build Your Better Pricing Team
Kevin's passion is helping companies become easier to buy from. A pioneer and thought leader in CPQ (Configure, Price, Quote), he co-founded BlueprintCPQ in 1999. BlueprintCPQ was acquired by Xait in December 2020 where Kevin is Head of CPQ practice and Managing Director of Xait Ltd. (Xait)
Alan Tawse
Consultant, Proposal Manager, Xait
Alan has been a proposal manager since 1997, typically managing around 200 proposals a year with an annual proposed value in the region of $1.5 – $2.5 billion dollars. He adopted XaitPorter in 2008, followed by a rollout to eight proposal teams across Europe, Africa and the Middle East. In 2019, he assisted with global deployment across Halliburton. Alan retired in 2020 and is now consulting part-time for Xait. (Xait)
Travis Baldwin
Documents Beyond Borders: Putting it All Together
Travis holds a B.S. in Finance, a B.S. in Marketing with a Minor in International Business, and an Executive MBA. He has more than a decade of SaaS-based experience in the Biotech, Energy, Finance, Healthcare, and Manufacturing sectors and serves on the APMP Lone Star Chapter Board. (Xait).
Todd C. Frank
Getting Marketing a Seat at the Table
With over 25 years as a marketer and a leader of marketing teams, Todd has been a team of one and has lead teams supporting multi-billion-dollar businesses. Primarily a B2B marketer, he has worked closely with executive management teams for more than 20 of those years and has acted as an advisor and decision maker in critical situations that have impacted his businesses significantly. (Burns & McDonnell)
More speakers and full program to be announced, register for the event to recieve the news first!
SCHEDULE
Documents Beyond Borders: Welcome
Eirik Gudmundsen, Xait
Learn how we're tearing down the boundaries that limit proposal teams.
Keynote:
2022 Key Proposal Trends and the Competitive Advantage
Neal Leven, T-Rex Solutions, LLC
Look at what the forecast means for the future of proposal development.
Xaiting Break: Goat Yoga Session
Relaxing stretches while the goats interact with the class.
Demo: Get Visible with Co-Auhoring
Alan Tawse, Xait
How visible, task-driven co-authoring builds collaboration and saves time.
At-a-Glance Prop Pages: 8 Ways to Win
Mike Parkinson, Billion Dollar Graphics
8 powerful techniques to make every proposal page a winner.
How to Think Like a Proposal Evaluator
Thomas Abraham, KSI (Key Solutions, Inc.)
Best practices to increase your odds of winning the next bid.
Xaiting Break: Customer Stories and News
We'll hear from our customers, share some recent product
news and goodies!
Demo:
Build Your Better Pricing Team
Kevin Geraghty, Xait
Collaborate on accurate pricing that makes your team easier to buy from.
3 Ways to Boost Your Past Performance Evaluation and Scoring
Michael Lejuene, RMS Federal
RMS Federal
3 ways to leverage past performance and influence decision-makers.
SMEs are People, Too
Caryn Kent Dean, Once Upon an RFP
Tactics, tips and tools for collaborating with SMEs.
Applying Agile to the Shipley Framework
Brad Douglas, Shipley Associates
How Shipley framework guides an Agile work environment.
Xaiting Break: Sarah Russo & Myles Migl
Groovy tunes for that get-up-and-go you need to keep proposing.
Build the Next Generation of Leaders
Angie Wolfe, CP APMP,
Founder, Proposal Manager and Master Trainer, Ideas at Dawn
Demo: 3 Ways Layout Templates Save Production Time
Alan Tawse, Xait
How layout templates standardize co-authoring work and save time.
Measure Twice, Cut Once
Karin Olson-Held, Noridian Healthcare Solutions
Set direction before writing to avoid course-corrections and rewrites.
Overcoming Collective Resistance to Change
Chris Whyatt, Get to Great Results
Chris looks at how to overcome the change barrier to success.
Getting Marketing a Seat at the Table
Todd C. Frank, CF APMP
How to get clients to invite you to the “table” on strategy and decisions.
Closing remarks and xaiting prizes!
Eirik Gudmundsen, Xait
Closing remarks and prizes, followed by a live XaitPorter demonstration.
Demo: Documents Beyond Borders: Putting it All Together
Travis Baldwin, Xait
Drawing on today's insights, we'll pull it all together for you.