NAW Executive Roundtable 
Large Company – Fall

Date: November 13-14, 2024
Location: Dallas, Texas, Sheraton Dallas
Time: Wednesday November 13 at 1 p.m. CT thru Thursday, November 14 at 1 p.m.

The Large Company Roundtable
is for companies generating $80 million -$800 million in annual sales.

Twice a year, NAW convenes the top decision makers from America’s leading distribution companies for intensive members-only, small group strategy sessions on the industry’s most pressing issues. Dive deep into cutting-edge industry trends, unlock actionable growth strategies, and build valuable peer relationships with like-minded leaders in an intimate setting. 

Why attend?

• Dive deep into real-world challenges and discover unique solutions to unlock your growth potential. 
• Network and learn from diverse thought leaders and like-minded, non-competing peers. 
• Shape the future of the industry through collaboration and knowledge-sharing. 
• Gain fresh insights from dynamic presentations, interactive discussions, and peer-to-peer exchange. 
• Expand your network and build valuable relationships with industry leaders. 

Select your cohort below to register for the Fall Large Company Roundtable: 

Event Cost:

NAW Roundtable events are offered to members at $749 for the two-day event. A remarkably low investment for the knowledge and networking attendee’s takeaway.

A few Words from Past Attendees:

• “This was excellent. By far my favorite event. I really enjoyed meeting other peers and discussing business challenges/hurdles – fantastic!” 
• “Terrific to hear what others are dealing with and what should be on our radar that currently isn’t.” 
• “The conversation in the roundtables was very valuable. That is what makes me want to continue attending.” 
• “The networking roundtables are the best part of the meeting.  Having the opportunity to bring up what you do well and what your blind spots are is amazing.  Learning from others, in a non-competitive format is the best.  Being able to skip steps when trying to try new ideas works well and the amount of sharing that happens is remarkable.” 
• “The open dialogue with participants is a real highlight.” 

Hotel Information:

We have reserved a block of rooms at the event hotel the Sheraton Dallas at 400 North Olive Street. Be sure to book before the room block deadline of Monday October 28, as the hotel will sell out. 

Meet the speakers:

Previous Attendees Include:

Agenda

DAY 1 – November 13, 2024

12:45 PM:  Registration Opens

1:00 PM:    Networking Reception

1:30 PM: Opening Remarks

1:45 PM:  Plenary Session: Innovative Benchmarking for Success
It’s noisy out there! As the wholesale distribution industry navigates a multitude of disruptions, benchmarking and data have never been more important. Join this session to discuss vital insights from distribution-specific resources to help your company strategize, improve performance and gain a competitive edge within the marketplace.  

3:00 PM:    Roundtable by Cohort – Commercial, HR, Finance, Tech, Operations

4:15 PM:    Educational Session: Attendees will select 1 topic as it relates to their area of interest.

1	KPIs for Technology Adoption: Gain insights on how to evaluate key performance indicators (KPIs) and assess return on investment (ROI) for implementing new technology in your business. Understand how leading and lagging indicators play a role in tracking success, the difference between technology and business KPIs, and learn from case studies. Learn how to align your technology adoption metrics with your company’s goals to ensure measurable success. – Speakers: Evan Ackerman eCommerce Portfolio Director at Valtech and Jared Johnson, Sr. Director, Strategy at Valtech
2	Workforce Planning and Development: In this session, participants will learn strategies for workforce planning and development, including recruitment, training, and retention. They will explore ways to boost employee performance, retain top talent, develop a skilled workforce, and create a culture of excellence through recognition and support.  Speaker: Lisa Ryan, Founder, Chief Appreciation Strategist, Grategy
3	Analytics for Sales Growth: Explore how to use market, product, and geographical data to boost sales and improve margins. Attendees will learn best practices for integrating data insights into their sales strategies, enabling them to make informed decisions, improve market positioning, and maximize revenue potential.  – Speaker: Donnie Williamson, Director of Analytics, NAW

5:15 PM:     Roundtable by Cohort – Commercial, HR, Finance, Tech, Operations

6:30 PM:     Reception & Dinner

DAY 2 – November 14, 2024

7:30 AM:    Breakfast

8:00 AM:    Plenary Session: The Future of Distribution: Modernizing Technology for Growth and Talent
While aging technology limits the use of new features, could it also be impacting customer service and the ability to attract talent? Can modern technology help anticipate customer needs and enhance supplier relationships? In this session, experts from PwC and Oracle will discuss how updating technology can drive growth, improve service, and attract talent. Attendees will gain insights on leveraging new tools to strengthen customer and supplier relationships.

9:00 AM:     Roundtable by Cohort – Commercial, HR, Finance, Tech, Operations

10:15 AM:   Educational Session: Attendees will select 1 topic as it relates to their area of interest

1	Adopting Applied AI: Explore practical steps for successfully integrating applied artificial intelligence into your business operations. Gain insights into the current state of AI in the industry, learn actionable strategies to leverage AI tools effectively, and cover essential considerations around privacy and security.  – Speaker: Nick Pericle, Managing Director, Distribution, ProfitOptics
2	Leveraging Data for Inventory Management: In this session, participants will learn how to leverage data analytics to improve inventory management and decision-making. They will identify key data types, differentiate between data, information, and knowledge, and explore how to replace traditional inventory practices with information-driven strategies for better efficiency. – Speaker: Michael Ford, Principal, TQM Works Consulting
3	Leadership Development: Explore essential strategies for developing leadership within your organization, focusing on the evolving needs of the industry. Learn how to implement innovative practices that enable teams to adapt and thrive, and discover effective techniques to build dedicated, long-term, and highly engaged leaders. – Speaker: Merideth Elliott Powell, Business Growth Expert

11:15 AM:    Roundtable by Cohort – Commercial, HR, Finance, Tech, Operations

12:15 PM:     Lunch begins

12:30 PM:     Washington Watch: 2024 Election – Gain valuable insights from NAW’s Chief Government Relations Officer on the 2024 election results and their impact on our industry.

1:00 PM:       Meeting Adjourns

Thank you to our sponsors:

Thank you to our Strategic Partners

Cancellation Policy

Any cancelation received 120 days prior to the start date of this event will be refunded 100%. Cancellations received between 120 and 30 days before the start date of this event will be held as a credit that your organization can apply to any event registration fee for employees of the same company for 18 months from the cancelation date. Any cancellations closer to an event than 30 days will not be eligible to receive a credit. All cancellations must be sent to [email protected] for processing. Any credits unused after 18 months from the cancelation date will be written off