Diversifying My Business Webinar Series
Assisting dealers seeking to add new products & services
Length: One hour
Cost: Free to BTA members
The following webinars have been scheduled:
Aug. 13, 2025
From Hardware to High Value: Demystifying Diversification for Long-Term Success
4 p.m. Eastern, Wednesday, Aug. 13
Mitch Leahy, vice president and general manager, Office Equipment Group, GreatAmerica Financial Services, and Preston Woolfolk, CEO, DOCUmation
Diversification isn't just about adding new products — it is about transforming one or more parts of your business model. In this webinar, Leahy and Woolfolk will explore how forward-thinking dealers are shifting from print hardware sales to implementing additional recurring revenue models.
Learn how to lead with a monthly payment, build consultative sales teams and align your operations to support a broader portfolio of services. They will unpack the cultural, structural and talent-related shifts required to thrive in today's evolving tech landscape — and show you how to turn diversification into a sustainable growth engine.
Leahy joined GreatAmerica in 2008 and has held various positions including senior credit analyst, vendor operations leader, vice president of sales and, most recently, was managing director for the Office Equipment Group, responsible for sales, sales support and marketing initiatives across the unit. In his current role as general manager for the Office Equipment Group, Leahy is responsible for the vision, business strategy, culture and overall economic performance for the unit. He holds a bachelor of arts in finance from the University of Northern Iowa.
Woolfolk is the CEO of DOCUmation and focuses on the operations of the business. He is at the intersection of finance, human resources, information technology and relationship management. Woolfolk is solutions-driven and ensures DOCUmation always provides the best innovative technology to its customers. He joined DOCUmation after earning his political science degree from Abilene Christian University in 2010. Woolfolk started as a business analyst, worked his way up to director of managed IT, and later took on the role of co-president alongside his brother, Hunter Woolfolk, in 2017. He has learned many lessons from both the employees and the customers since joining, and it inspires Woolfolk to come to work with his best foot forward. He is motivated by the employees' shared dedication to providing quality service and excellence, and Woolfolk passionately encourages employee growth and success. He values consistency, commitment and quality. Innovation is also at the core of Woolfolk's values, and it is one factor that makes DOCUmation unique. The company embraces changing technology and extends its innovation to clients through its products, solutions and service. Woolfolk finds gratitude in using technology to empower customers to be the best that they can be. He believes there are no shortcuts to quality, but rather using tools and resources to get it done the right way. When Woolfolk is not operating DOCUmation, he is supporting social services, nonprofits and encouraging employees to get involved in the community.
Sept. 24, 2025
Modernizing Your Print Business: Unlocking Growth With Crexendo's UCaaS & Recurring Revenue
4 p.m. Eastern, Wednesday, Sept. 24
Theresa Weitzel, director of channel sales, Crexendo
The print industry is evolving quickly and relying on up-front sales is no longer enough to stay competitive. Dealers are utilizing Crexendo's AI-powered UCaaS and CCaaS services to unlock monthly recurring revenue and fuel long-term growth. In this webinar, discover how to maximize your existing customer relationships, tap into new revenue streams and transform your print business. Hear how a fellow BTA member dealer leveraged Crexendo to accelerate business growth and learn the next steps to future-proof your success.
Weitzel is the director of channel sales at Crexendo, a position that she has held since 2018 after a highly successful tenure as a channel sales manager starting in 2015. With deep expertise and more than three decades of experience in the telecommunications industry, she is a proven leader in driving growth and success. Weitzel began her career in 1985 at U.S. West, where she managed retail operations, customer service and sales. She then became district sales manager for Unity Communications, leading both channel sales development and retail sales initiatives. An entrepreneur at heart, Weitzel founded Wireless Consulting Corp in 1997. For more than 17 years, she successfully built the company to provide business customers and partners with multiple wireless choices through a robust channel sales distribution network. Recognizing the transformative potential of hosted telephone services, Weitzel joined Crexendo to leverage her channel expertise and help partners capitalize on cloud communications and recurring revenue opportunities.
Members: Click on the registration link above to register. You will need your BTA username and password to access the registration page. After registering, you will receive an email containing information about joining the webinar.
Watch this page for additional "Diversifying My Business" webinars, to be announced as they are scheduled.
Interested in sponsoring a Diversifying My Business webinar?
Email Valerie Briseno at valerie@bta.org for more information.