2013 Management Conference Program
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Wednesday, April 24 & Thursday, April 25, 2013
"W" New Orleans
Described as, "The only industry conference that exclusively focuses on managing your business”, the CASRO Management Conference provides a valuable forum for senior leaders and team managers at research companies, technology partners, and data collection providers to learn and share ideas. Sessions feature outside business experts and leading research executives. Don’t face critical MR trend and general business management issues in a vacuum.

Join with your peers in the discussion and gain valuable perspectives on these topics, each critical to your success:

- Business operations and management strategy
- Sales models, management and techniques
- Employee recruitment and engagement

This Event is Ideal for: C-Suite, Senior Managers, Client Service and HR Leaders.

Note: There are special registration discounts for member companies that bring additional team members to this event.


Conference Committee

Anne Aldrich
Artemis Strategy Group
Committee Chair
Doug Guion
The Pert Group
Matt Hayes
President, & CEO
Bernett Research
Gary Schwebach
G & S Research

Day I: Wednesday, April 24, 2013


12:15.p.m. Registration Opens
12:15.p.m. Lunch
1:15 p.m

Opening Remarks

  • Diane K. Bowers, President, CASRO
  • Anne Aldrich, Partner, Artemis Strategy Group, Conference Chair
1:30 p.m.

Keynote Presentation

For your research firm to achieve its maximum financial performance, a lot needs to fall into place.Product offerings must be expertly refined and articulated to clients, your employees must be capable of striking a balance between innovation and implementation, you have to be responsive to rapidly changing market needs, and you need a culture that supports all of these activities. This is a tall order, but one that can be achieved through a focus on the 'fit' between the core elements of your firm. This presentation will provide a deeper understanding of what makes high performance firms possible. We will discuss the most effective methods for creating fit, among them a determination of which of your firm’s elements warrant further investment and which one should be pruned or jettisoned.

  • Ralph Maurer, Assistant Professor of Strategy & Entrepreneurship, Tulane Freeman School of Business
2:30 p.m.

Sales Models: Find Your Match and Thoroughly Integrate It

There are different approaches to sales – some models are best geared for start-ups, while others may perform well in a tech-focused environment or service-oriented business. Two things are certain, however, one approach does not fit all and regardless of the model, the sales cycle must be monitored closely and integrated throughout your organization if it is to be successful. We’ll deconstruct the sales process to better understand its mechanics, discuss different approaches to landing new clients, and get tips on how to ensure that everyone on your staff understands the process and stays engaged.

  • Doug Guion, President, The Pert Group, session moderator
  • George Grubb, Principal, G & S Research
  • Dan Chiazza, Executive Vice President, Head of U.S. Sales, Harris Interactive, Inc.
3:30 p.m.Break
4:00 p.m.

"Get Uncomfortable and Get Results”

It can be difficult to know when "tried and true” sales techniques have actually become old habits curbing your potential. It’s time to step back. This interactive session, led by a leading sales consultant, will challenge and inspire, and quite possibly scare you. Learn how to avoid pitfalls, break poor habits, and redefine your current sales style. Moving out of your comfort zone may not feel right at first, but it is where you need to go to improve your current performance.

  • Dan Lappin, Founder, Lappin180
5:30 p.m.Adjournment Day I
5:30 p.m. - 6:30 p.m.Cocktail Reception

Join fellow attendees for expanded networking featuring an open bar and food stations.
7:30 p.m.

Walking Tour of the French Quarter – sponsored by Federated Sample

Join us for a guided tour of one of the nation’s most historic and colorful neighborhoods. We’ll take in the unique sights and sounds along these storied streets while making frequent stops to load up on facts, as well as some poured spirits.

Thursday, April 25, 2013
8:00.a.m.  Breakfast
8:45 a.m.Opening Remarks
9:00 a.m.Session TBD
9:45 a.m.Bottom Line Business; A Balanced Approach to Bigger Profits

Adding revenue or cutting costs ? You won't get much agreement on Capital Hill, but business owners understand that improvement on both sides of the ledger bolster the bottom line. We'll discuss initiatives that have expanded margins fueled organic growth and reduce costs. Leading executives in the industry share their experiences on what has worked and what hasn't fared so well.
  • Gary Schwebach, Principal, G & S Research, session moderator
  • Matt Dusig, CEO, uSamp
  • Anne Bailey Berman, CEO, Chadwick, Martin, Bailey
10:45 .a.m.Break
11:15 a.m.Peer Perspective: Ideas, to Grow Your Company

You’ve just heard from industry leaders about how they have been growing their companies. In this interactive session, we’ll break into small, moderated groups to learn from each other.
12:00 p.m. Lunch
1:00 p.m.Employee-Driven = Employee-Focused

When you ask a CEO what makes their company unique and outstanding, "our people” is often the answer you hear first. Clearly employees are the lifeblood of the company and constitute its "soul”, so the recruitment, onboarding and development of staff at every level are critical endeavors. How can your company manage talent better?
  • Anne Aldrich, Partner, Artemis Strategy Group, session moderator
  • Camille Nicita, President & CEO, Gongos Research
2:15 p.m.Peer Perspective: Talent Management

Which anecdotes and insights from the last session resonated with you? What have your fellow attendees done to keep their best and brightest engaged and productive – and from jumping to the competition? We break into small groups again for more moderated discussion.
3:00 p.m.Conference Adjournment

Here's what some attendees from the 2012 Management Conference had to say:

"It's always interesting to hear peers are meeting similar challenges, as well as hearing from people outside on broader management and leadership issues.”

"Great networking – enjoyed the breaks to mingle with colleagues and the evening activity was a lot of fun.”

"The right sized group - it allowed for greater interaction.”

"It was great to have access to senior level peers who have direct experience in such key areas as employee retention, change management and M&A.”

"A lot of good practical best practices were shared.”

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