Sales Agenda for NCT 2009 Sales Meeting

1. National Check Trust
May 2009 Sales Meeting Agenda

2. a g e n d a
Monday, May 4, 2009
Location: 3200 Executive Way
8:30 a.m. – 9:30 a.m. Introduction
Presenters: Alan Gartner and Marty Halpern
9:30 a.m. –10:30 a.m. Accounting Update
Presenters: Tom Lonardo, Lillian Rondanini, Amy Davila, Hans Pierre
-Credit Application (Direct Debit, ACH, ECC)
-Tax
-Business Report
-Update on AR flow
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – Noon Accounting Update Continuation
Noon – 1 p.m. Lunch
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3. a g e n d a
Monday, May 4, 2009 cont…
Location: 3200 Executive Way
1 p.m. – 2 p.m. Reimbursement Overview
Presenters: Alan Gartner and Laurence Lee/
-Reimbursement options
-Updates on Direct Debit program
2 p.m. – 3 p.m. Flat Rate
Presenter: Phil Wasserman
3 p.m. – 3:15 p.m. Break
3:15 p.m. – 4:30 p.m. Merchant Services
Presenters: Ariel Martinez and Vanessa Vega
-MS updates
-Improvements for training
4:30 p.m. – 5:30 p.m. Meeting Wrap Up
7 p.m. Welcome Dinner at Gatsby’s
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4. a g e n d a
Tuesday, May 5, 2009
Location: 2811 Corporate Way
8:30 a.m. –10 a.m. Telemarketing Department Update
Presenter: Claudia Diaz
-Meet and greet with new Inside Sales team, new
scripts, 2009 Goals
10 a.m. – 10:15 a.m. Break
10:15 a.m. – 11:30 a.m. IT Overview
Presenter: Robert Frank, Joe Martinez and Sheldon Valentine
-Smart Phone, Extranet. Remote Terminals, I-Tranz, Billing Portal
11:30 a.m. -12:30 p.m. Orion Terminal Update
Presenter: Tony Southard , Senior VP of Sales , 4 Access)
12:30 p.m. – 1:30 p.m. Lunch (sponsored by 4 Access)
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5. a g e n d a
Tuesday, May 5, 2009 cont…
Location: 2811 Corporate Way
1:30 p.m. – 2:30 p.m. 2009 Terminal Program
Presenter: Alan Gartner
2:30 p.m. –3:30 p.m. NCT 2009 Updated Agreements
Presenter: Jonathan Winer
-Terminals (Purchase Agreements, Loaner Agreements)
-Updates on NCT Service Agreements (core and non-core)
-Direct Debit Addendum
3:30 p.m. – 3:45 p.m. Break
3:45 p.m. – 5 p.m. Terminal Sales
Presenter: Mark Despars and Alan Gartner
5 p.m. – 5:30 p.m. Meeting Wrap Up
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6. a g e n d a
Wednesday, May 6, 2009
Location: 3200 Executive Way
8:30 a.m. – 9:30 a.m. Social Networking for Sales
Presenter: Charles Martin
9:30 a.m. – 10:30 a.m. Marketing Updates
Presenters: Jeanine Goodstein and Alan Gartner
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – Noon Marketing Updates continued…
Noon – 1 p.m. Lunch
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7. a g e n d a
Wednesday, May 6, 2009
Location: 3200 Executive Way
1 p.m. – 3 p.m. New NCT Programs
Presenters: Jeanine Goodstein and Alan Gartner
3 p.m. – 3:15 p.m. Break
3:15 p.m. – 5 p.m. Cognos reporting from Goldmine
Presenters: Alan Gartner, Claudia Diaz and Alicia Miguelez
5 p.m. – 5:30 p.m. Meeting Wrap-up
7 p.m. Dinner at Marty’s beach house
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8. a g e n d a
Thursday, May 7, 2009
Location: 3200 Executive Way
8:30 a.m. Dale Carnegie Sales Training
10 a.m. – 10:15 a.m. Break
Noon – 1 p.m. Lunch
3 p.m. – 3: 15 p.m. Break
5: 30 p.m. End of Dale Carnegie Sales Training
7 p.m. (optional) Dinner and a movie with Alan Gartner and Tom Lonardo
Dinner at Friday’s
Movie : X-Men Origins : Wolverine
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9. a g e n d a
Friday, May 8, 2009
Location: 3200 Executive Way
9 a.m. – 10 a.m. Goldmine email blasting
Presenter: Taarik Rahaman Anton Systems
10 a.m. – 10:15 a.m. Brake
10:15 a.m. – noon CSI / Risk / Authorizations / Collections
Presenter: Alex Borroto
Noon – 1 p.m. Lunch
1 p.m. End of Sales Meeting / Travel to airport
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