Episode #62: ITA Spring 2017 Collaborative Recap

In this week’s episode of Enterprise Software Podcast, Todd, Bob & Darcy discuss the latest industry news, and interview Stan Mork, President at Information Technology Alliance and Owner of Mork Consulting, LLC; Jeff Roth, Executive Consultant at SBS Group; Executive Consultant at Southeast Computer Solutions; Managing Partner at J Advisors; Arlene Welty, Partner at DataQuest; Kelleigh Tegels Nelson, Senior Partner Marketing Manager at Avalara; Pat Chance, Regional Vice President at Infor; Ed Kless, Corporate Iconoclast, Radio Talk-Show Host and Senior Director, Sage Accountants Solutions; Dom Pernai, President, Cornerstone Solutions; Stacy Schuettler, President at LBMC Technology Solutions; Dawn Jaeger, Director of Partner Recruiting at Acumatica.

Stan Mork is the President of the Information Technology Alliance, an independent, membership association of leading mid-market technology professionals, consultants, and product/service providers in North America. Their primary objective is to create a community where members share information and build relationships that improve the way they, and their clients, do business. ITA is a place where independent thinking and alternative points of view are openly promoted and respected. Members believe and practice the ITA motto – “Knowledge Increases in Value When Shared” – through active networking, surveys, newsletters, and biannual retreats.

About Southeast Computer Solutions

WE work for YOU! For the past 30 years and with hundreds of happy clients, our top priority has, and will always be you – your needs, your solutions, your business.

From each of us, you can expect trust, compassion, loyalty, and respect. We embrace a work-life balance that provides SCS with happy employees and an upbeat, dynamic company culture that we share with you.

Arlene Welty is a certified SageCRM implementation consultant. She helps businesses work more efficiently and tracks important relationships with customers, vendors, and associates using SageCRM and Sage 300 ERP. She is a partner in DataQuest and they are a crackerjack team.

Kelleigh Tegels Nelson is passionate about learning new marketing and social media techniques, and enjoys working on a variety of projects. Taking full advantage of learning opportunities presented to her, Kelleigh believes that each opportunity further develops her skill set and allows for both professional and personal growth.

Kelleigh joined the Microsoft Channel in 2006, and worked as the Director of Marketing for a Microsoft Dynamics GP and Microsoft Dynamics CRM VAR until February 2012, when she moved to the ISV side of things.

Pat Chance has more than 20 years experience in the software technology industry with extensive experience in sales, marketing, channel development, account management and project management. Sales management and leadership expertise for both field-based and inside teams. Primary focus is to help companies and customers alike find the right software and technology solutions to grow their business and run their mission critical operations more efficiently. Focus includes ERP systems, accounting / finance applications, human resource and payroll solutions, CRM and business intelligence technology tools for cloud and on-premise applications.

As the senior director of partner development and strategy for North America, Ed develops and delivers the curriculum for the Sage Consulting Academy, a course designed to educate Sage Software partners on the art and practice of small business consulting. He also facilitates the Sage Leadership Academy, a yearlong program designed to assist Sage Software partners develop a continuous process of improvement in their organizations and serves as liaison to the Sage Leadership Academy Alumni Association.

Dom Pernai is an accounting professional that has spent over 20 years assisting real estate and construction companies get the most out of their technology investments, from process improvements to field technology solutions.

As President of LBMC Technologies, Stacy Scheuttler establishes and communicates the overall vision and strategy of the company while also overseeing the execution of this strategic vision. Under Stacy’s leadership, LBMC Technology Solutions has grown significantly and is continually recognized on a national level as being a top performing IT consulting company due to their depth and breadth of technical expertise and customer satisfaction and retention levels.

Dawn Jaeger is an experienced Channel Professional with a passion for partners. Her competencies include channel recruiting, channel enablement, channel management, and channel development.

The topics covered in this episode include:

  • Information Technology Alliance (ITA)
  • ITA Fall 2017 Collaborative Dec 3 – 5 in Salt Lake City, UT
  • Pat Chance, Infor  Twitter / LinkedIn
  • Ed Kless, Sage  Twitter / LinkedIn / Sage Advice Podcast / The Soul of Enterprise


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