Business Leader Forum 2019

An Exclusive Event for Business Leaders servicing the retail industry.

Join peers to exchange ideas, solve common problems, and explore best practices on topics relative to your day-to-day business. Engage industry experts on subjects including forecasting, talent recruiting, tax and tariff insights and more. We guarantee you will return to your office invigorated and with ideas to improve your organization.

When: March 7- 8, 2019

Where: Hyatt Tampa Bay
2900 Bayport Drive
Tampa, FL 33607

For additional information please contact:
Matt Riley
Shop! | Senior Director, Events
mriley@shopassociation.org
(O) 954-241-4820

To Make Your Reservation:

Room Rate –$239 (+taxes)

Reservations Phone: 813-874-1234
*If calling the hotel to make reservations, remember to identify yourself as a Shop! Business Leader Forum attendee to receive our discounted room rate.
NOTE: Final Date to cancel without penalty January 8, 2019
** A 10% administrative fee will be charged for cancellations received after January 8, 2019.
***NO REFUNDS WILL BE ISSUED AFTER JANUARY 25, 2019

March 2019 – Business Leader Forum Agenda

Tentative Agenda

Thursday, March 7th
6:00 pm8:00 pmCocktail Reception; Hyatt Tampa Bay
Friday, March 8th
8:00 am9:15 amBreakfast & Introductions
9:15 am10:30 amSession 1: Tips and Trends for AI, Big Data, and Continuous Adaption in Offline Retail
Karen S. Herman, CEO, Design Director and Disruptive Retail Specialist
10:30 am10:45 amBreak
10:45 am11:30 amSession 2: Tariff Mitigation
Sean Miner, Associate, Trade & Customs, KPMG
11:30 am12:30 pmSession 3: Shrink the Chasm Between Just Finding—and Keeping—Talent.
Melissa Hassett, VP Client Delivery, ManpowerGroup Solutions RPO
12:30 pm1:45 pmLunch
1:45 pm2:30 pmSession 4:  Legal Issues Currently Affecting the Retail Environments Industry.
Rich Tilghman, Partner, Nixon Peabody, LLP
2:30 pm2:45 pmBreak
2:45 pm4:00 pmSession 5: Speaker-TBA
4:00 pmClosing Remarks & End of Day

Speakers

BLF_Speaker_KarenHerman

Session 1

Karen S. Herman, CEO, Design Director and Disruptive Retail Specialist

Tips and Trends for AI, Big Data, and Continuous Adaption in Offline Retail

“Tips and Trends for AI, Big Data, and Continuous Adaption in Offline Retail” is a delightful digital journey into emerging trends and technologies in offline retailing. We share practical tactics to reinvent the in-store experience, creative strategies for online-to-offline retailing, and the new technologies that today’s entrepreneurs, retailers, and owners/operators are incorporating to delight and engage clients and customers. Bring your questions and lead the conversation in a robust Q&A session following our presentation!

Speaker Bio

Design director, author and entrepreneur, Karen S. Herman, is a leading expert on Disruptive Retail. With a professional career that began in New York City, working with renowned design and architecture firms, and for major brands like Calvin Klein and KPMG, she has completed many successful projects throughout the US and abroad over the past 25 years. She is a passionate entrepreneur. In 2011, Karen completed the Kauffman FastTrac New Venture Program for Women in Kansas City, MO and received an award during Global Entrepreneurship Week for her concept video on Strategic Stores. In 2013, she founded Gustie Creative a design firm that creates end-to-end sustainable design solutions and specializes in Disruptive Retail. In 2015, Gustie Creative designed the highly innovative Live Media Trading Room for Zimmerman Advertising in Fort Lauderdale, Florida. Karen’s latest entrepreneurial venture is the launch of Create Disruptive Retail® the premier online design resource for disruptive retail solutions for brands, businesses, agencies and non-profit organizations. Karen is an active member of the RetailWire BrainTrust and a contributing writer to Simply the Best and Off-Price Retailing Magazine. Gustie Creative is proudly located in the vibrant ecosystem of the Research Park at FAU in Boca Raton, Florida.

My photo

Session 2

Sean Miner, Associate | Trade & Customs, KPMG LLP

Tariff Mitigations

Many in the retail industry are facing incredible economic pressure as a result of the recently imposed US Tariffs and related responses around the world. Sean Miner of KPMG will show you how you can manage and mitigate the impacts of the tariffs and the resulting trade disruption. He’ll also help you to see through the current uncertainty to forecast where these trends are heading.

Speaker Bio

Sean is with KPMG’s Trade & Customs practice in the Washington DC / Tyson’s Corner office. Sean has strong knowledge of trade policy with significant experience analyzing global trade issues. Sean has helped clients assess the impact from the Section 301 tariffs and implement tariff mitigation strategies. Sean has also advised companies in import and export compliance. He has authored numerous publications on trade and investment policies, especially relating to US-China economic issues, free trade agreements, and the World Trade Organization during his five years in DC think tanks: the Peterson Institute for International Economics (PIIE) and the Atlantic Council.

Melissa_Hassett

Session 3

Melissa Hassett, VP Client Delivery, ManpowerGroup Solutions RPO

Shrink the Chasm Between Just Finding—and Keeping—Talent

In our fast-changing world of work, digitization is transforming business models and finding the right balance of technology, talent and human connection will be what enables both people and businesses to succeed. In response to these changes, today’s candidates are unlike any that employers have previously encountered in history. With unique needs, priorities and unprecedented access to information, organizations are continuously searching for ways they can compete for –and keep—top talent. While many employers remain focused on where and how to find candidates, knowing exactly what candidates are looking for changes the potential from engagement to retention.

This session will highlight how to best leverage candidate preferences and motivations throughout the recruitment process and into employment with a focus on career pathing and schedule flexibility.

Speaker Bio

Melissa is a strategic partner, skilled at orchestrating workforce solutions, operational processes and a large scale recruiting team. With 20+ years in Human Resources and Talent Acquisition, Melissa understands the entire employee lifecycle including the initial employment branding, first contact with candidates, selection tools, onboarding, retention, employee relations, and separations. Recently, Melissa has been the thought leader in collaborative hiring and talent pooling for seasonal and high volume hiring. Products she has engineered are changing the way her clients look at talent in the market. She has written publications and speaks on these topics in order to help all companies think differently about how we win this war on talent..

Richard-Tilghman-L

Session 4

Richard H. Tilghman, Partner, Nixon Peabody LLP

Legal Issues Currently Affecting the Retail Environments Industry

This presentation will address several legal strategies your business can undertake to protect yourself in the face of a changing retail environment, including:

  • Safeguarding your customer relationships,
  • Making the most of your intellectual property
  • Protecting yourself form store closings, bankruptcies, and project cancellations
  • Dealing with privacy and accessibility regulations in light of new and emerging in-store technologies

Speaker Bio

Rich Tilghman is a partner in the Chicago office of the law firm Nixon Peabody, LLP. For several years, Rich has been partnering with companies in the retail fixtures industry to assist them on intellectual property matters, non-competition and trade secrets disputes, and day-to-day counseling.

This presentation will address several legal strategies your business can undertake to protect yourself in the face of a changing retail environment, and how to align your business’s legal function with its long-term strategic objectives.

AlexChausovsky

Session 1

Alex Chausovsky, Senior Analyst, ITR Economics

You Have Data – Now What?
Mining Your Data For Future Success

One of the most popular speakers at the Shop! annual meeting, Alex Chausovsky will walk you through a method that uses your own data to gain valuable economic insights. Using rate-of-change calculations, Alex will teach you how to interpret the information to benefit your business strategy and make the right decisions at the right time.

You’ll walk away with:

  • Understanding of the hidden messages in your company’s rates-of-change
  • Knowing which phase of the business cycle your organization is currently in, where it’s headed, and what it all means
  • Being able to read the signals to determine the near-term (3-6 months into the future) directional trend for your business
  • Knowing how to incorporate future data as new numbers become available
  • Feeling empowered to leverage this method to improve your strategic decision

Speaker Bio

Alex Chausovsky is an accomplished Speaker and Consultant at ITR Economics. He is a highly experienced market researcher and analyst with more than a decade of expertise in subjects that include macroeconomics, industrial manufacturing, energy efficiency, automation, and advanced technology trends. He has consulted and advised companies throughout the U.S., Europe, Brazil, China and Japan for the last fifteen years.

Melissa_LI

Session 2

Melissa Hassett, VP Client Delivery ManpowerGroup Solutions RPO

Using Candidate Preferences to Drive Your Recruiting Process and Technologies

As the talent shortage grows, it is difficult to find candidates with the right skills. Companies need to think differently about their recruitment and workforce management strategies because job seekers with in-demand skills are making career choices based on lifestyle preferences and employer brand. In this session, we will discuss emerging candidate preferences, and what companies can do to attract the best talent in a best-in-class recruiting process, and which basic and innovative recruiting technologies are leading the way in today’s recruitment function.

You’ll walk away with:

  • A fresh perspective on candidate preferences
  • Immediately actionable tips on improving your candidate experience and recruitment process
  • Insights into which technologies are helping to engage candidates for all types of roles

Speaker Bio

Melissa is a strategic partner, skilled at orchestrating workforce solutions, operational processes and a large-scale recruiting team. With 20+ years in Human Resources and Talent Acquisition, Melissa understands the entire employee life cycle including the initial employment branding, first contact with candidates, selection tools, onboarding, retention, employee relations, and separations. A thought leader in collaborative hiring and talent pooling for seasonal and high volume hiring, she has written publications and speaks on these topics regularly.

DawnVogelsang
DaveWendland

Session 3

Dawn Vogelsang, President, Hamacher Resource Group, Inc
Dave Wendland, Vice President – Strategic Relations, Hamacher Resource Group, Inc.

Producer Savings through Efficient Rollout Practices

Fixtures and displays include many moving pieces. Retailers often rely on suppliers/producers to determine the best way to complete the implementation while minimizing loss of sales. Through data management and analysis and detailed project management, the coordination of the process — from planogram through manufacturing to in-store execution — can be streamlined for speed to market and labor savings.

You’ll walk away with:

  • Tactics and project management techniques that lead to a 40% savings in labor
  • Data points to incorporate into your next project to increase the outcomes
  • Enhancements to a reset process that set your company apart
  • Ideas that reduce cost of damaged or misplaced goods during a roll-out

Presenter’s Bios

Dawn Vogelsang, President, Hamacher Resource Group, Inc

Dawn joined Hamacher Resource Group (HRG) in 1986. After the company was sold in 2000, she led the buy-back in 2001, and has since been the president and majority owner. She originally joined HRG to establish the IT department, and throughout her tenure has participated in product development and market expansion efforts. Her primary focus includes carrying out the corporate vision and directing the execution of strategies to meet those goals; overseeing the evolution of and advances in the company’s products and services; and steering its strong corporate culture.

Dave Wendland, Vice President – Strategic Relations, Hamacher Resource Group, Inc.

As vice president strategic relations and one of the co-owners of HRG, Dave Wendland has connected, counseled, and offered business-improvement solutions to a variety of manufacturers, distributors, retailers, and technology providers. With his bird’s-eye view of retail and fresh approaches to branding he is able to assess and offer creative ideas to help companies of all sizes whether they are market leaders or new to the industry. Dave is a 25-plus-year veteran of the consumer packaged goods industry and is passionate about optimizing results across the retail supply chain.

DavidLuzi
SaraNeff

Session 4

David S. Luzi, International Tax Partner, RSM US LLP
Sara E. Neff, Senior Manager, Tax Services, RSM US LLP

Tax Reform – The Good, the Bad, the (Really) Ugly

Late December 2017, the government passed the most significant piece of tax legislation since the 1986 tax reform. The changes impact all businesses and individuals. Unfortunately there is no “one size fits all” in analyzing the benefits and detriments of the current provisions. Attend this course to get an overview of the changes and how they will impact your business. Moreover, hear about potential solutions and opportunities that may save tax dollars that can be redeployed elsewhere in the business or personally.

Presenter’s Bios

David S. Luzi, International Tax Partner, RSM US LLP

Dave is a partner with RSM’s International Tax Services Group and leads the Great Lakes International Tax Group. With RSM since 1992, he provides international tax consulting services to midsized manufacturing and wholesale distribution clients. A focus area within his practice is cross-border mergers and acquisition due diligence and planning for the firm’s private equity group clients. Dave’s background includes expertise in structuring both inbound and outbound business expansion, tax treaty utilization, foreign tax credit maximization, individual expatriate tax services, maximizing export tax incentives, entity capitalization issues, withholding tax issues and transfer pricing services.

Sara E. Neff, Senior Manager, Tax Services, RSM US LLP

Sara is in RSM’s Mergers and Acquisition Tax Practice and has nearly 20 years of experience advising Global 1000, Fortune 500, middle market and multinational companies with a variety of federal, state and international tax technical and operational issues. She specializes in advising clients on tax issues related to mergers and acquisitions, divestitures, joint ventures and IPO readiness as well as post-integration operations and risk management. Sara has extensive experience in the areas of strategic federal tax planning, transaction structuring, tax due diligence, tax controversy, internal controls, ASC740 and ASC 740-10 (FIN 48).