JOIN US FOR A JOINT REGIONAL MEETING
OF INSTITUTE OF MANAAGEMENT CONSULTANTS
CAROLINAS/GEORGIA AND ACAC! APRIL 29, 2024 CHARLOTTE MARRIOTT SOUTHPARK
2200 Rexford Road, Charlotte NC 28211
11:30 a.m. - 5:00 p.m.
Followed by cocktail social networking 5:00 - 6:30 p.m. $139.00
Full Forum Fee
Includes lunch, programs, afternoon refreshments.
FREE PARKING LUNCHEON KEYNOTE:
FinTech Start Up to Wall Street Disruptor
AvidXchange founder and CEO, Michael Praeger, will share his successful journey from being a disruptive start-up in the fintech space to disrupting Wall Street with its IPO. AvidXchange revolutionized the way accounts payables were managed across the country for property management companies, manufacturers, construction companies and other industries with its time-saving, technology-driven
paperless solution.
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BIO: Michael Praeger is the Co-Founder, Chairman, and Chief Executive Officer of AvidXchange (Nasdaq listed – AVDX), the leading provider of accounts payable and payment automation solutions for middle market companies with over 8,000 customers and 1,700 employees. Before establishing
AvidXchange, Michael was Co-Founder of PlanetResume.com, a technology career enhancement and recruiting site.
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Prior to that, he was Co-Founder and CEO of InfoLink Partners, a software company specializing in automating the tax billing and collection functions for municipalities. Michael also served as an Associate with Summit Partners, a Boston-based venture capital partnership. He is also the founder of the AvidXchange Foundation which is focused on eliminating the
technology divide of the youth in local communities through its “Tech Rising” initiative which provides laptop & internet access to middle school and high school kids that don’t have access to techology. Michael holds a BSBA in Finance from Georgetown University. EXPERT PANEL DISCUSSION: AI, HIGH TECH, & ONLINE PIPELINE! OH MY! Moderated by Felix Nater, Nater & Associates, this expert panel will showcase best practices for leveraging AI and High Tech to
your greatest advantage for prospecting, building your pipeline, customer relations and more. Each panelist will present high level insights and then Felix will moderate Q&A for an informative discussion and immediate takeaways.
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PANELIST: Paul Rafferty, Sales Xceleration
Leveraging AI for prospecting and an ever-full pipeline
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BIO: Paul Rafferty is a Sales Xcelaration top performer, and President of Piedmont Sales Advisors. He serves as a Fractional Vice President of Sales and Executive Coach, helping businesses achieve breakthrough Sales Growth, Discipline and Accountability. Previously, Paul founded Sales Engine Media to which brought Fortune 500 best practices in sales process, sales operations, and demand-generation to funded SMBs and mid-market
companies. Sales Engine was listed as an Inc. 5000 fastest growing company in 2012, 2013, 2014, and 2015. Paul is a graduate of the University of Notre Dame.
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PANELIST: Taja Graham, TMJ Solutions Advisors
Leveraging lead generation technology for streamlined sales process
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BIO: Taja M. Graham is a visionary leader and the President of TMG Solutions Advisors, a dynamic consultancy firm specializing in business strategic solutions. Under Taja's leadership, TMG Solutions Advisors has flourished, becoming a trusted partner for businesses seeking cutting-edge solutions.
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PANELIST: Andrew Nelson, BlueArmor
Leveraging tech for security, communication efficiencies, and sales growth
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BIO: Andrew Nelson has been in technology for 20+ years, including several C-Suite roles in middle market companies. His longest stint was with Stalwart Systems Group, one of the top cybersecurity firms in the southeast, servicing small to medium enterprise clients (including SunTrust, Duke Energy, and Nucor Steel). He is Founder and CEO of BlueArmor, LLC, an IT firm specializing in cybersecurity.
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MODERATOR: Felix Nater, Nater & Associates
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BIO: Felix Nater, CSC, an independent security management consultant is CEO of Nater Associates, Ltd. Felix is a nationally recognized Workplace Violence Prevention Advisor with over 30 years of federal law enforcement and consulting experience as a Workplace Violence Prevention Consultant and United States Postal Inspector. He is a certified security consultant.
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FACILITATED SESSION: TREND GETTING: LEVERAGING WHAT OTHERS MISS Sherre’ will bring the latest trends that are impacting the economic, business and consulting landscape,
then facilitate breakout groups for sharing and discussion around ways you can leverage these trends for your practices and with your clients for exponential results. You will leave with a forward-thinking mindset that will take your practice and your client companies to their next level!
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BIO: Sherré DeMao, CGS, is founder and CEO of BizGrowth Inc, an award-winning strategy, training and intellectual property innovation firm specializing in next-level, next-idea solutions for entrepreneurs and leaders to create preferential value, exponential growth, and marketplace preference. A nationally acclaimed author, speaker, and organizational growth expert, Sherre' was accepted into Forbes Council in 2022 as a result of
her successful track record in entrepreneurial growth initiatives.
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