education & meetings

Western Region Events

2022 Western Region Meeting 

From the monumental backlog at local ports to adjusting to ever-changing COVID-19 protocols, the need to foster a regional chemical distribution network has never been more apparent. After being apart for so long, Western region attendees had the opportunity to reconnect with regional peers, discuss solutions to move our industry forward, and expand their business strategy. Thank you to everyone who joined us in Hawaii!



Attendee List

Click here to view a list of attendees. Please note you will need your username and password to access the list.


2022 Agenda

Click on bold titles for descriptions.

Wednesday, April 20, 2022
6:30-7:30 pm Welcome Reception
Thursday, April 21, 2022
7:30-8:00 am Continental Breakfast
8:00-8:15 am Opening Remarks
Stephen Halpin, Norman, Fox & Co
8:15-8:30 am

NACD State of Affairs
Megan Bohan, Esq., TRInternational, Inc.; NACD Treasurer of the Board

NACD Treasurer of the Board, Megan Bohan, will deliver an update on association membership, programs, and events and provide an outlook of what’s ahead.

8:30-9:30 am

Growth 2022
Gene Marks, The Marks Group, P.C.

Download the presentation slides here.

The vaccines are here and COVID will soon be a thing of the past. So what does this mean for your company, your people, your partners and your community? What new issues will we be facing? What investments should we be making? How will the economy fare? What will our new administration in Washington do to help fund our way out of recession and how will that impact your operations? What are smart leaders around the country doing to navigate their companies towards growth and profitability over the next two years?

9:30-9:45 am Break
9:45-10:45 am

The Great Resignation, Tactics and Strategies for Attracting and Retaining the Best Employees 
Gene Marks, The Marks Group, P.C.

Download the presentation slides here.

One of the biggest challenges faced by business owners today is attracting and retaining great people. During this entertaining and fast-moving session Gene will touch on some of the most important employee related issues in your company.


10:45-11:30 am

Wealth Management Retirement Planning
Phil Roberts, Mass Mutual Financial Group

Download the presentation slides here.

This session will cover many aspects of retirement income planning, including the issues of market volatility, low interest rates, unknown longevity, and long-term care costs. Participants will be given strategies to improve retirement income, liquidity, and legacy.

12:30 pm Golf Tournament - Emerald Course (lunch included)
Friday, April 22, 2022
7:30-8:00 am Continental Breakfast
8:00-8:30 am

NACD Policy & Programs Update
Lucinda Schofer, NACD

Download the presentation slides here.

This session will provide overview NACD policies and what’s on the horizon for current and future NACD Programs.

8:30-10:00 am

The Secret to Crushing Your Sales Quota: Three Things That You Can Do Right Now
Merit Kahn, SELLect Sales Development

Download the presentation slides here.

Some people strive to meet their quota and others to beat it, but in this session, it's about crushing your quota! You don't need to hear the same old song and dance about positive attitudes and call reports. You need more than that to crush your numbers. You need straight talk, creativity, innovative thinking and a few laughs to crush your sales quota year after year. In this session, you will hear the truth about why salespeople don't sell more, struggle with negotiations and give away their power to prospects. It's what people who aspire to be top salespeople need to hear and what accomplished salespeople may do naturally that can be done even more deliberately to stay on top.

10:00-10:30 am


10:30-11:00 am

Maximizing your ERP investment
Daniel McCusker, Datacor, Inc.
Download the presentation slides here.

Many companies today rely on their software, specifically ERP solutions, to run their business. While utilizing ERP software increases profitability through digitizing operations, streamlining processes, mandating standard operating procedures, integrating data and initiating collaboration, it seems most users only use a small portion of their software’s functionality. How can you ensure you are getting the most out of one of the biggest IT expenditures your company undertakes? Sean O’Donnell, Chairman of Datacor, Inc. will share best practices and tactics to consider when it comes to maximizing the return on your ERP software investment.

11:00 am-12:30 pm

NACD Spouse/Guest Brunch

11:00-11:30 am

How Digitalization is and will Impact Chemical Distribution
Austin Britts, BluePallet

Download the presentation slides here.

In 2019, just 13% of all B2B sales were made online. By 2023, B2B online sales are projected to reach 17% of a whopping $1.8 trillion. And while eCommerce and B2B haven’t always been a good fit, that is changing rapidly. Join us to hear BluePallet co-founder Austin Britts share his unique perspective on technology and its impact on chemical distribution having spent nearly a decade at TR International as a Sr Sales Representative before helping to found an e-commerce platform. He'll share how he sees the industry continuing to shift and evolve through technology - the good, the bad, and everything in-between.

12:30 pm

Golf Tournament - Gold Course (lunch included)

6:00-10:00 pm

Closing Reception and Dinner

Saturday, April 23, 2022
8:30 am

Wrap-Up Breakfast

10:30 am

Meeting Adjourns