Sales & Marketing Networking Summit

New this Summer! You’re invited to attend a NEW one-day Sales & Marketing Networking Summit. This interactive event is designed to help sales and marketing professionals connect, improve the customer experience and unlock the power of their CRM. Enjoy roundtable discussions with industry peers, dynamic presentations, continental breakfast, catered lunch, facility tour of Concept Services Ltd., raffle prizes, Give Back event and endless networking opportunities.


Thursday, August 8, 2019
9:30 a.m. to 4:30 p.m.


Concept Services Ltd.
1153 Medina Rd Ste 100
Medina, OH 44256-5402 (30 minutes from Cleveland)
Click Here for directions to the facility

Registration Fee

$99 per person
Space is limited – Register today to make sure you get a seat.

Who Should Attend

  • Sales & Marketing Professionals
  • Business Owners
  • Material Handling Executives
  • Technology Professionals
  • Anyone interested in networking with fellow Material Handling Professionals


    Wednesday August 07

  • 7:00 pm - 9:00 pm

    Optional Networking Reception at Galaxy Sports Bar

    Enjoy complimentary refreshments with your industry peers. Located in the same parking lot as Holiday Inn Express & Suites.

    (RSVP Required)

  • Thursday August 08

  • 9:30 am - 10:00 am

    Registration & Continental Breakfast

  • 10:00 am - 10:30 am


  • 10:30 am - 11:00 am

    Meet the Host, Concept Services Ltd.

    Presented by Dan Harsh, President Concept Services LTD

  • 11:00 am - 12:00 pm

    Better Manage your Sales Team by Unlocking the Power of your CRM presented by Lauren Zak, Director of Account Dev., Concept Services

    Modern management means solving for the bigger picture. Every organization is challenged with connecting the dots between their investments and revenue, but the key to a revenue-generating sales process is full visibility into your company’s customer lifecycle. Learn industry-specific tools to better manage your team by unlocking the power of your CRM.

    Takeaways include:

    • Learn best practices to drive the sales process through accountability and CRM adoption.
    • Gain a clearer understanding of how to efficiently validate investments in your team, partners, and technologies on an ongoing basis.
    • Receive a Sales, Marketing, and CRM FAQ sheet.
  • 12:00 pm - 1:15 pm

    Networking Luncheon & Tour of Concept Services

  • 1:15 pm - 1:45 pm

    Maximize Your MHEDA Membership

  • 1:45 pm - 2:45 pm

    4 Keys to Improving Your Customers Experience presented by Shari Altergott and Lisa Everly, Associated

    What really is the Customer Experience? “Customer experience” has become a very commonly used phrase in recent years but it is difficult to find a clear definition, even though many businesses see improving their customer experience as a competitive differentiator. Without first understanding how to define, measure and improve it, the Customer Experience is nothing more than words in a mission statement.

    In this presentation you will learn how to create a competitive advantage through a differentiated customer experience by discussing the four key components that every customer centric organization should be focused on and how to implement them.

    Takeaways include:

    • How customers interact and access your brand
    • How hiring practices and training can significantly impact your ability to provide the ultimate customer experience
    • The importance of internal and external feedback
    • How to evaluate your current processes and technology applications to ensure ease of use
  • 2:45 pm - 3:45 pm

    Roundtable Discussions

    Discuss the challenges and opportunities faced by Material Handling professionals and learn how others are managing the same issues. 

  • 3:45 pm - 4:30 pm

    Give Back and Raffle Drawing

    Participate in a Give Back Event – a great way to feel good and help the local community. 

    Attendees will package ‘Care/Pamper Bags’ for women who seek assistance from Pregnancy Solutions. Pregnancy Solutions & Services, located in Akron, OH is a reliable resource for answers and to provide women with support as they make decisions in regards to pregnancy. These packages are to pamper and provide comfort to women who are feeling overwhelmed with their pregnancy or new moms who have just delivered a child.

    Most items will be donated through Concept Services, however attendees may make product donations for the event. You can bring or ship lotions, bath soaps, and bath scrubs to Concept Services, Inc. Note: Full size bottles or bars are preferred. Please plan on bringing at least 10 of an item.

    The organization also appreciates any cash donations and those can be made directly to the organization online at


Lauren Zak

Lauren Zak started her career at Concept as a Business Development Manager exclusively working with Material Handling clients. She quickly gained a strong grasp and understanding of the market and its challenges, translating into growth for her customers and personal advancement within the organization. Today, Lauren is responsible for building business development strategy both internally for Concept as well as across its portfolio of over 100 partners, spanning several industries. Lauren’s passion for driving sales enablement and revenue growth is evident in the continued success of her partners and Concept alike.

Shari Altergott

Shari Altergott Vice-President, Customer Experience, Associated
Shari has been a member of the Associated team for over 18 years. During her tenure at Associated she has held several positions within the company. Most recently she was named to the Executive Leadership Team as the Vice President of Marketing and Business Development. Over her time, she has developed a full scope marketing function that manages Associated corporate initiatives related to Customer Experience, CRM, Social Networking, Brand Development, Advertising and Lead Generation. Shari also formally served as the Marketing Chair for the CSCMP Chicago Board. Shari has a Bachelor’s of Science Degree in Marketing from Northeastern Illinois University and an MBA from Northern Illinois University.

Lisa Everly

Lisa Everly, Director of Client Relations, Associated
Lisa has over 30 years of experience helping companies improve their customer experience. She has worked in a variety of industries from manufacturing to material handling in several different capacities. She has been a member of the Associated Team for over 15 years. Her most recent role at Associated as the Director of Client relations has allowed her to focus on helping others see that through a few simple steps, they too can create an exceptional experience. Over her tenue Lisa has trained teams on how to deliver an exceptional customer experience, given numerous presentations and authored many articles on this topic.


  • Holiday Inn Express & Suites Wadsworth

    231 Park Center Drive
    Wadsworth, OH 44281
    Ask for the MHEDA Discounted Event Rate of $105
    Online reservation available until July 8.

    The hotel is designed to fit your schedule. The fitness center, with cardio and weight equipment, a sauna, whirlpool and small exercise pool, is open 24-hours. You can start each day with a free, hot meal at the Express Start Breakfast Bar, which is full of favorites like eggs, bacon and our amazing cinnamon rolls. Book your Northeast Ohio getaway today!

What Members Say about Past Summits