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Sales Kickoff

January 22-23, 2025 | Hilton Salt Lake City Center, Utah

AGENDA

WEDNESDAY, JANUARY 22, 2025

All sessions will be held in the Alpine Ballroom (level 2) unless otherwise indicated

8:00 a.m. – 9:00 a.m. | Breakfast & Check-In
9:00 a.m. – 9:15 a.m. | Welcome  Tim Barlow
9:15 a.m. – 10:00 a.m. | 2024 Review & 2025 Strategy  Mike Morhardt
10:00 a.m. – 10:45 a.m. | Market Update & Enterprise SOAP  Andy Shimberg
10:45 a.m. – 11:00 a.m. | Break
11:00 a.m. – 12:00 p.m. | Key Organizational Updates  Russ Rollins | Joseph Sorensen & Joshua Ellis | Tim Barlow
12:00 p.m. – 1:00 p.m. | Lunch  Mexican Street Food Buffet
1:00 p.m. – 3:00 p.m. | Team Breakout Discussions  Alpine Ballroom (level 2) & Salon I, II, II (level 1)
3:00 p.m. – 3:15 p.m. | Break
3:15 p.m. – 3:45 p.m. | Sales Enablement Overview  Lisa Barron
3:45 p.m. – 4:15 p.m. | Global Sales Overview  John Minert
4:15 p.m. – 4:30 p.m. | Wrap-Up Remarks  Mike Morhardt
4:30 p.m. – 5:30 p.m. | Free Time
5:30 p.m. – 6:30 p.m.  | Cocktail Reception  Trofi (level 1)
6:30 p.m. – 8:30 p.m.  | Awards Banquet  Trofi (level 1)

THURSDAY, JANUARY 23, 2025

All sessions will be held in the Alpine Ballroom (level 2) unless otherwise indicated

8:00 a.m. – 9:00 a.m. | Breakfast
9:00 a.m. – 9:15 a.m. | Opening Remarks  Tim Barlow
9:15 a.m. – 10:00 a.m. | Selling the SDI Assessment  Craig Guindon
10:00 a.m. – 10:30 a.m. | Learning Solution Advisor Overview  Scott Robley
10:30 a.m. – 10:45 a.m. | Break
10:45 a.m. – 11:15 a.m. | Crucial Consulting Overview  Tim Scudder & Nancy Q. Smith
11:15 a.m. – 12:00 p.m. | Senior Client Advisor Compensation Model  Mike Morhardt, Tim Barlow, Jessica Heiner
12:00 p.m. – 1:00 p.m. | Lunch  Taste of Italy Buffet
1:00 p.m. – 2:15 p.m. | Senior Client Advisor Panel Discussion
2:15 p.m. – 3:00 p.m. | Marketing Overview  Mary McChesney, Brittney Maxfield, Pace McCulloch
3:00 p.m. – 3:15 p.m. | Break
3:15 p.m. – 4:15 p.m. | Product Overview & Crucial Teams Enablement  Tiffany Franz & Justin Hale
4:15 p.m. – 5:00 p.m. | Closing Session  Mike Morhardt, Tim Barlow, Scott Robley

TRAVEL

All employees are expected to read and follow the Crucial Learning Travel & Expense Policy.

Hotel

The event will be held at the Hilton Salt Lake City Center, 255 S W Temple St, Salt Lake City, UT 84101. All event attendees are invited to book a hotel room within our event block no later than December 21, 2024.

Book Hotel
Flight

Book your flight in Concur to arrive any time on Tuesday, January 21, 2025 and depart any time on Friday, January 24, 2025. After you have booked your flight, submit your flight details before October 29, 2024.

Flight Details
Expenses

Use the event code, “Sales Kickoff Jan 2025” for any Concur expense reports. Submit one expense report for flight reimbursement and one for travel expenses due February 6, 2025.

Instructions
Menu

Explore the tasty company meals and drinks that will be offered throughout the event. Please contact Amanda Horton if you have any concerns about your dietary restrictions being accommodated.

Menu

FREQUENTLY ASKED QUESTIONS

DRESS CODE & WEATHER FORECAST

During the event, business casual attire is appropriate. The awards banquet dinner on January 22 has a semi-formal dress code which means a jacket/button-up shirt for men (tie not required) and a dress, skirt, or dressy slacks for women. You will receive a bomber jacket after the banquet, so save room in your luggage and plan to bring a sweater/jacket/coat to the air-conditioned meeting rooms. The Salt Lake City weather forecast is cold and cloudy with winter temperatures expected to be in the thirties.

WHAT SHOULD I BRING?

Bring your laptop with a laptop charger to take notes and follow along with the training sessions. Don’t forget your Chapstick and lotion to combat the Utah dry and cold air.

HOTEL EARLY CHECK-IN OR LATE CHECK-OUT

Early Check-In: Check-in is at 3:00 p.m. Early check-in is granted by the front desk based on availability. Guests can check in as soon as a room is ready with no additional charge. If you arrive early and a room is not ready, you can check your luggage and wait to be notified when your room is ready.
Late Check-Out: Checkout is at 11 a.m. Late check-out is based on availability for the day of your departure. Check with the front desk on the morning of your departure. If your check-out is Thursday, January 23, you are welcome to store your luggage with the front desk, in the Alpine Ballroom, or the Aspen storage room.

GROUND TRANSPORTATION & PARKING

You are responsible for your own ground transportation to and from the event. We recommend using a rideshare service (Uber/Lyft) to and from the airport. There are no scheduled offsite meals or activities, so you will not need to rent a vehicle. For details on personal car mileage reimbursement, please review the Expense Report Instructions.

The Hilton Salt Lake City Center has onsite parking available for overnight guests and visitors. Request overnight parking at the front desk when you check in and use your room key to enter/exit the parking garage. Don’t forget to use your room key to exit a final time after checking out. If you are not staying overnight, we will have a full-day parking voucher at the event registration table. You will need a parking pass each time you enter/exit, so grab what you need and return what you don’t use.

SLACK CHANNEL

Yes! There is an event Slack channel called #sales-kickoff-2025 which will be used for any announcements, reminders, and helpful links. Explore the Slack channel canvas and bookmarks located at the top of the channel.

WHAT IF I CAN NO LONGER ATTEND OR FEEL SICK?

Please notify your manager and amanda.horton@cruciallearning.com as soon as you know you will no longer be attending. You may be responsible for canceling your own flight and hotel if applicable.

We encourage anyone feeling sick to stay home. If you have had any symptoms that are concerning, or you feel like you are contagious, please seek the guidance of a medical professional and get tested to assure you are safe to be in proximity of others. We will have face masks, hand sanitizer, and individual pain reliever packets onsite for attendees.