In this session, you'll apply your existing financial knowledge to quickly analyze your Local Company's financial statements. We'll concentrate on efficiently interpreting key elements of the Profit and Loss Statement and the Balance Sheet and calculating vital financial ratios relevant to understanding your company's health. Through examples, you'll gain practical insights into improving your company.

Instructor: Abby Puterbaugh

Leadership. Team. Customers. Vendors. Processes. Financials. Procedures. Join Mike Atwell as he takes you through lessons on how to play the wholesale game.

This series of counter sales classes is designed to help you become a standout counter salesperson by mastering the essentials of customer interaction, effectively utilizing the most used screens in WISE, understanding the KPI’s that you can influence, using Win Reports to maximize profits and how to create a best-in-class customer experience. Learn how to build rapport quickly, handle objections with confidence, and close sales effectively—all while providing exceptional service that keeps customers coming back. Whether you're new to the role or looking to sharpen your skills, this series of 3 classes offers practical tips and real-world scenarios to elevate your performance at the counter.

Instructor(s): Taylor Lane, Tanner David, Jacob Conder

In this interactive feedback session, participants will receive an overview of new features of the Special Pricing application. Items such as: creating special pricing to include upload, subaccount handling, grouping of items by matrix column or user defined group, and so much more!

This interactive, hands-on session is designed to help attendees understand and take action on Inventory Over Value (IOV) and excess inventory—two major factors that can quietly erode your financial performance and limit your profit-sharing potential.

Bring your laptop and your data! During this session, you'll work directly with your own numbers to identify IOV issues and walk through real-time solutions using Excel, sorting techniques, and item merging. We'll also spotlight a live example to see how IOV can directly impact key financials, including profit-sharing and expense increases.

Key takeaways will include:

How excess inventory and IOV affect your bankline and financial health

Quick, actionable Excel-based methods to reduce IOV

Using the Earn/Turn report to optimize your inventory mix and boost ROI

Overview of 911’s IOV services and how they can support your efforts

Whether you're looking to clean up your numbers or better understand how inventory ties into profitability, this session will give you tools you can use the moment you return to your desk.

Instructor(s): Mitch Saunders & Carston King

The Milwaukee Tool team invites you to a discussion focused on business growth and increasing profit margins. We will cover topics such as a product strategy update, counter display assessments, effective counter days, and how to qualify for and leverage COOP &/or marketing funds for further growth.

Instructor: Tony Kneule

This session offers a practical overview of legal tools and strategies to protect your Accounts Receivable. Learn how to use secured transactions, liens, bonds, and guarantees to reduce risk and improve recovery. We'll also cover key legal frameworks like the UCC and FDCPA, as well as preventative measures such as strong contracts and credit applications. This class will help you better secure AR and manage potential disputes effectively. 

Discover the versatility of NIBCO's breadth of product range with a focused look at the ACR Press system. This session includes covering the tool and jaw compatibility, a discussion on target markets and customers for business expansion, and explains how NIBCO's partnerships can enhance your Local Company's growth. Participate in a live demonstration of ACR press joint creation. We look forward to your engagement and input.

Connect, Share, and Strategize: Join fellow Presidents and Managers for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

Connect, Share, and Strategize: Join fellow Local Company salespeople for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

Connect, Share, and Strategize: Join others in the Scholarship Program and MDTP for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

Connect, Share, and Strategize: Join fellow Back Office Personnel for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

Connect, Share, and Strategize: Join fellow Warehouse Personnel for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

Connect, Share, and Strategize: Join fellow Purchasers for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

As your company grows, so does your need to manage sales.  Find best practices to manage growth and keep your foot on the gas pedal.

In this session, attendees will learn strategies to confidently navigate and overcome price objections by shifting the conversation from cost to value. Through tools like the Pricing Matrix and value-based selling techniques, this class equips sales professionals with the skills to build trust, highlight key services, and position themselves as true business partners.

Key topics include:

Using the Pricing Matrix to support pricing conversations

Focusing on the value you deliver, not just the price

Building value around services provided

How to tailor solutions without compromising margins

Developing Owner-to-Owner and Business Partner relationships

Establishing trust as the foundation of every pricing discussion

Ideal for anyone in a customer-facing role, this class will help you turn pricing pushback into productive conversations that drive win-win outcomes.

This series of counter sales classes is designed to help you become a standout counter salesperson by mastering the essentials of customer interaction, effectively utilizing the most used screens in WISE, understanding the KPI’s that you can influence, using Win Reports to maximize profits and how to create a best-in-class customer experience. Learn how to build rapport quickly, handle objections with confidence, and close sales effectively—all while providing exceptional service that keeps customers coming back. Whether you're new to the role or looking to sharpen your skills, this series of 3 classes offers practical tips and real-world scenarios to elevate your performance at the counter.

Maximize your Google Workspace in this practical 45-minute session. Designed to go beyond Gmail/Calendar basics, this workshop features Local Company leaders sharing how they leverage the full suite. Learn specific ways Drive, Chat, Meet, and collaborative documents have improved their workflows and team effectiveness, moving beyond simple email and scheduling. Walk away with ideas to enhance your own team's productivity.

Streamline your A/P game in one swift session! This bite‑size class walks you through Winsupply.com’s powerful “Make Payments” tools—turning invoice chaos into click‑and‑done calm. We’ll show you how to: activate user notifications, drill into and export invoices, set up one‑time or fixed‑amount schedules, and pay online in seconds. Whether you’re a seasoned office admin or the new office hero, you’ll leave ready to keep cash cycle flowing.

This session is limited to 20 people. 

As Winsupply releases new WISE tools, we would like to hear from you. In this Suggested Purchase Order FEEDBACK session, you are able to share your thoughts on what is working, what isn't working, and what we can do to improve the tool.  

Mastering the cash conversion cycle can boost your Local Company's financial health. This class offers a high-level review of the Cycle's components and explores its direct impact on profitability and performance. Utilizing real-world case studies of successful cycle optimization, you'll leave with actionable recommendations for improvement.

Instructor(s): Todd Gossett & Luke Borgemenke

It's easy to develop a routine for the tasks performed in WISE, but with a little exploration, you'll find overlooked features in commonly-used programs that can streamline your process or eliminate steps altogether. Includes new browser based WISE topics!

This series of counter sales classes is designed to help you become a standout counter salesperson by mastering the essentials of customer interaction, effectively utilizing the most used screens in WISE, understanding the KPI’s that you can influence, using Win Reports to maximize profits and how to create a best-in-class customer experience. Learn how to build rapport quickly, handle objections with confidence, and close sales effectively—all while providing exceptional service that keeps customers coming back. Whether you're new to the role or looking to sharpen your skills, this series of 3 classes offers practical tips and real-world scenarios to elevate your performance at the counter.

Instructor(s): Taylor Lane, Tanner David, Jacob Conder 

Discover how to design an effective sales funnel by strategically leveraging your marketing. Learn to drive qualified leads using targeted Google Ads, engaging Facebook Ads, and compelling email marketing. Gain insights into campaign planning, execution, and optimization to convert prospects into loyal, revenue-generating customers. Elevate your brand visibility today.

This class explores the principles of efficient warehouse layout, bin optimization, and best practices for warehouse operations. Will give an overview of warehouse racking systems and material handling equipment, focusing on their design, selection, and safe operation. Will discuss design logical workflows, maximize space utilization, and implement effective bin management strategies to streamline picking, reduce errors, and boost productivity.

Instructor: Jeff Porter 

This training will include instruction on Driver Qualification Files, Intrastate vs Interstate Driving, Sentry DOT Reports, and Corrective Action recommendations.  In addition, any regulatory updates and current regulatory trends will be addressed.  

Little things can go a long way towards running a more successful and efficient business. One of those “little” things is making sure our data is up to date and is telling us what we need to know. Join us for this class on how to clean up your WISE data and see your company improve!

Unlock impactful marketing by leveraging vendor funds. This session clarifies Co-Op and MDF versus marketing funds, guides you in building marketing plans around available resources, and provides strategies for securing vendor funds, even from those without allocated funds. Learn from real examples, discover funding opportunities, and explore how our team's tools can facilitate your marketing execution.

Your next sales opportunity might already be in your reports—you just need to know where to look. In this session, we’ll break down how to use WinReports to uncover hidden trends, identify top opportunities, and take action that drives sales growth. Whether you're new to reports or looking to sharpen your strategy, this class will help you turn data into decisions that win more business.

Insturctor(s): Casey Wilson & Chris Henion