The Assembly Program
Sunday, October 9, 2022
10:30 AM – 3:30 PM
Registration Desk and Host BBB Desk Open
Welcome to Fort Lauderdale!
Ocean Side II - Level 3 Mezzanine - South Tower
11:00 AM – 4:00 PM
IABBB Board of Directors Meeting
Bonnet 1 - Level 3 Mezzanine - South Tower
6:00 PM – 7:30 PM
Welcome Reception
featuring the LoBac Quartet Band from Young Musicians Unite
Sky Terrace - Level 4
Monday, October 10, 2022
7:00 AM
Optional Health and Wellness Group Activity
Empower yourself by starting your day with a group activity (walking, yoga or cycling).
For those who are interested, please meet in the hotel lobby for a 30-minute group walk on the beach.
7:30 AM
Registration Desk Opens
Tangent Room - Level 3 (Mezzanine) - South Tower
7:30 AM – 8:45 AM
25-Year Club Breakfast
Bonnett 1 Room - Level 3 (Mezzanine) - South Tower
7:45 AM – 8:45 AM
General Breakfast
Sky Terrace - Level 4
9:00 AM – 9:30 AM
Opening Ceremony
Las Olas, I, II, V, VI
Welcome
Rod Davis, President & CEO, BBB serving SE Florida & the Caribbean
International Anthems
Performed by Valentina Koehler, Young Musicians Unite
Canada
Mexico
United States
Virtual Greeting & Proclamation
Mayor Dean J. Trantalis
Greetings
Congresswoman Sheila Cherfilus-McCormick
9:30 AM – 10:00 AM
KEYNOTE SPEAKER: Creating a Success Culture
Clara Stroud-Vasquez, Chief of Culture and Inclusion
The HEAT
10:00 AM – 10:15 AM
BREAK
Please take opportunity to visit our exhibitors
GENERAL SESSION
Las Olas Ballroom, I, II, V, VI
10:15 AM – 10:45 AM
BBB – The Sign of a Better Business
Empower - Capture - Elevate
Join Kip Morse as he provides a big-picture strategy around infrastructure improvements that will lead to AB growth. You’ll learn where we are, where we are going, and how as a system, we will get there.
Presenter: Kip Morse, CEO, IABBB
EMPOWER
10:45 AM - 11:30 AM
SESSION 1: The Sign of a Better Business Campaign Launch & Digital Advertising Best Practices
Join Jay Elliott as he shares feedback from the first campaign, discusses creative strategy, and unveils the second phase of The Sign of a Better Business marketing campaign, including a preview of the new TV commercial and other supporting materials.
Nathan Hall and Eric Habermas will explore the power of digital advertising, why it matters, and how to put it to work for your BBB:
- How does digital advertising fit into our marketing strategy?
- What are our main digital advertising options?
- How to leverage digital advertising to meet marketing goals?
Presenters: Jay Elliott, Vice President, Marketing & Communications, BBB Chicago
Eric Habermas, Senior Director of Digital Marketing, IABBB
Nathan Hall, SEO Analyst, IABBB
11:30 AM – 12:15 PM
SESSION 2: Is My BBB's Social Media Presence Helping or Hurting the Brand?
Let's look at what has been captured through the audit of BBB social media platforms. We will have a panel discussion with some top performing BBBs. Then, we will introduce a playbook which will help elevate the BBB brand by giving you best practices for your local BBB social media strategy.
Presenters: Julie Albrecht, Director of Marketing and Communications, BBB Wisconsin
Chris Thetford, Vice President, Communications & Marketing, BBB Serving Eastern & Southwest Missouri & Southern Illinois
Eric Habermas, Senior Director of Digital Marketing, IABBB
12:15 AM – 1:30 PM
LUNCH
Sky Terrace - Level 4
CAPTURE
General Session
Las Olas Ballroom, I, II, V, VI
1:30 PM – 2:15 PM
SESSION 2: Better Blue for You - Maximizing Blue Integration
Learn the status of Blue integration and what to look forward to once the migration is complete. This panel will discuss the tools and platforms BBBs can use to drive maximum results, as well as receive updates on other big picture projects.
Panelists: Lenny LaPenta, President, Interactive Blue
Ted Chan, Chief Innovative Officer, IABBB
Joe Ollendick, Chief Information Officer, IABBB
Bill O'Neil, Interactive Blue
2:15 PM – 2:30 PM
BREAK
Please take this opportunity to visit our exhibitors
ELEVATE
2:30 PM – 3:30 PM
SESSION 3: Data Strategy, GREG, BLUE, and Business Growth
The acquisition of Interactive Blue presents the BBB with a moment in time where we can take a quantum leap in our technology stack, especially in the product, data, and marketing realms. How do we bring this to fruition?
How will a data lake improve us further in 2023? This session will cover BBB’s weaknesses and strengths in data and how both can elevate us for growth.
Presenters: Joe Ollendick, Chief Information Officer, IABBB
Ted Chan, Chief Innovation Officer, IABBB
3:30 PM – 3:45 PM
Wrap-Up and Closing
3:45 PM – 4:30 PM
OPTIONAL WORKSHOP
Adding ROI to ABs: Vendasta Partnership for BBBs
This panel will share software tools and resources for BBBs, free resources available to ABs as part of the BBB/Vendasta Agreement, how to use resources to engage potential ABs and provide more value to ABs.
Panelists: Jeff Folckemer, General Manager of Channel Partner Expansion and Marketing Services, Vendasta
Donna Dunn, Director of Advertising and Marketing, BBB serving SE Florida and the Caribbean
5:45 PM
Gather in the hotel lobby for bus departure to Bonnet House Museum and Garden
(you must be registered separately for this event – please wear your badge)
6:00 PM – 9:30 PM
Havana Nights @ Bonnet House Museum and Gardens
Hosted by BBB West Palm Beach
Join your colleagues for an authentic Havana Nights celebration featuring Latin cuisine and the sounds of the Fondo Blanco Latin Band.
Tuesday, October 11, 2022
Optional Health and Wellness Group Activity
Empower yourself by starting your day with a group activity (walking, yoga or cycling).
6:30 AM
Beachside Spin Class
Oceanside Terrace, South Tower (Outside Starbucks Entrance)
45-minutes of heart-pumping cycling with good vibes, motivational instruction, and pulsating sounds as the salt air blows through your hair! All fitness levels welcome. Classes are held rain or shine as the terrace is covered. Please stop by the spa or hotel front desk with a photo ID and room key for a registration code. You must register online in advance of the class to sign the waiver and reserve a bike, as space is limited on a first-come basis.
7:45 AM – 8:45 AM
General Breakfast
Sky Terrace - Level 4
9:00 AM – 9:45 AM
Business Session
Las Olas, I, II, V, VI
IABBB Chair's State of the System Report
Presenter: Jim Temmer, Chair, IABBB & President and CEO, BBB Wisconsin
IABBB’s CEO’s Report
Presenter: Kip Morse, CEO, IABBB
CAPTURE
9:45 AM – 10:30 AM
The Voice of the Business Leader
Join this panel discussion with BBB Accredited Businesses. You will learn what they value most as an AB and what they need from BBB to be successful business leaders in their community.
Facilitator: Kip Morse, CEO, IABBB
Panelists: Brian Jones, CEO, Gravity Landing
Riley Paterson, Director of Commercial Banking, National Bank of Canada
Nelly Palmer, Vice President of Business Development and Marketing at Brickell Capital Finance
10:30 AM – 10:45 AM
BREAK
Please take this opportunity to visit our exhibitors
ELEVATE
General Session
Las Olas Ballroom, I, II, V, VI
10:45 AM – 11:30 AM
SESSION 1: What does "Being the Authority in Trust" mean for the future?
Edelman Discussion and Q&A
Facilitator: Kip Morse, CEO, IABBB
Presenters: Elena Grotto, Executive Vice President & Group Head for Business Transformation, Edelman
Felicia Joy, Executive Vice President of Business Transformation & Head of U.S. Behavioral Science, Edelman
11:30 AM – 12:00 PM
SESSION 2: Part 1: Health and Success of BBB Through New Metrics
This session will highlight Success Metrics results and dashboard: what we learned, our collective strengths, and areas to improve.
Presenters: The Excellence Committee
12:15 PM – 1:45 PM
LUNCH AND AWARDS PRESENTATION
Sky Terrace - Level 4
BBB Awards Presentation
Emcees: Rod Davis, President & CEO, BBB serving SE Florida and the Caribbean and Karen Nalven, President and CEO, BBB Clearwater
Myers Memorial Award
Marshall A. Mott Award
Award for BBB Brand Excellence
Meritorious Service Award
BBB Hall of Fame
1:45 PM – 2:00 PM
BREAK
Please take this opportunity to visit our exhibitors
General Session
Las Olas Ballroom, I, II, V, VI
2:00 PM – 3:00 PM
SESSION 3: Part 2: Facilitated Table Topic Discussions lead by BBB Subject Matter Experts
Small group conversations on best practices, tools, and techniques to elevate BBB growth and success by promoting trust and building better businesses.
Table topics: (for more detail, see the Table Topics PDF)
1. Blue migration Q&A
2. Mergers
3. Collaboration and shared services
4. Blue training resources
5. Complaint policy changes and related Success Metrics
6. Reaching underserved communities in your service area
7. Unique challenges of women leaders (a women-only discussion)
8. Diversifying staff and Board
9. Cybersecurity
10. Building business engagement and community
11. Partnering with/accrediting larger businesses
12. New models in BBB sales
3:00 PM – 3:15 PM
BREAK
ELEVATE
3:15 PM – 4:15 PM
SESSION 4: BBB Program Updates
Join BBB Institute for Marketplace Trust leaders as they share updates on programs, initiatives, and top priorities that will generate momentum for a strong future.
Presenters: Melissa “Mel” Trumpower, Executive Director, BBB Institute
Abigail Bishop, Head of External Affairs for Scam Prevention at Amazon and Corporate Trust Council Program Partner Robert Masico, Director of Investor Education Outreach, FINRA
4:15 PM – 4:30 PM
Closing Reflections & Passing the Torch
Rod Davis, President and CEO, BBB serving SE Florida and the Caribbean
Wednesday, October 12, 2022
MARCOM SESSIONS
7:45 AM – 8:45 AM
General Breakfast
Sky Terrace - Level 4
General Session
Las Olas Ballroom, I, II, V, VI
9:00AM – 10:30 AM
SESSION 1: Part 1: Lead Management and Sales Process
Many businesses, across a variety of sectors, are too slow to respond to online leads, even though numerous studies have shown that responding to a prospect within an hour of receiving a query result in the sales rep being several times more likely to qualify the lead (which is defined as having a meaningful conversation with a key decision maker). In this session, Eric Habermas will reveal the results of a recent series of online mystery shops that were utilized to understand how the BBBs grade out with respect to lead response.
Presenter: Eric Habermas, Senior Director, Digital Marketing, IABBB
10:30 AM – 10:45 AM
BREAK
10:45 AM – 11:45 AM
SESSION 2: Data Quality (Hands on Session)
This breakout session will identify best practices for lead management and data quality from the IABBB perspective, and also offer an opportunity for BBBs to share some of their most challenging data problems to see how the BBB can help.
Facilitator: Ted Chan, Chief Innovation Officer, IABBB
11:45 AM
Closing/Reflection