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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 Alpine Ballroom (level 2) unless otherwise indicated

8:00 a.m. – 9:00 a.m. | Breakfast
9:00 a.m. – 9:15 a.m. | Welcome  Tim Barlow
9:15 a.m. – 10:00 a.m. | 2024 Review & 2025 Strategy  Michael 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. | COS & Operations Discussion  Joseph Sorensen & Joshua Ellis
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  Michael 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 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  Michael Morhardt, Tim Barlow, Jessica Heiner
12:00 p.m. – 1:00 p.m. | Lunch  Taste of Italy Buffet
1:00 p.m. – 2:00 p.m. | Senior Client Advisor Panel Discussion
2:00 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  Michael 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

WHO IS ELIGIBLE TO ATTEND?

All full-time Crucial Learning employees within the Sales department are eligible and expected to attend the Crucial Learning Sales Kickoff and should notify their manager if they will not be attending for any reason.

WHAT IF I CAN NO LONGER ATTEND?

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

How should I dress during the Sales Kickoff?

During the event, business casual attire is appropriate. We recommend semi-formal attire for the awards banquet. Jacket/button-up shirt recommended for men, tie not required. Dresses/skirts or dressy slacks recommended for women.

Plan to bring a sweater or coat for the cool session rooms and plan on Winter weather conditions outdoors.

What should I bring?

Bring your laptop with a laptop charger to take notes and follow along with the training sessions.

Is there an event 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.