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:
July 2025
Navigating the Shift: Traditional Faxing Versus Secure Cloud Faxing
4 p.m. Eastern, Wednesday, July 23
RJ Shephard, national channel manager, eGoldFax
This webinar will focus on how organizations can move away from outdated analog setups and adopt modern, secure faxing solutions.
With nearly eight years at eGoldFax, Shephard has played a pivotal role in expanding the company's presence across managed service providers, copier/MFP sales organizations and MFP manufacturers nationwide. As national channel manager, he has helped drive more than 21-times revenue growth since 2019, consistently exceeding sales targets and earning multiple sales leader distinctions. Shephard's expertise spans strategic partnerships, channel development and go-to-market execution, ensuring secure cloud faxing solutions for industries such as health care, government, education, legal and finance.
August 2025
Achieve 20%-Plus Managed IT Services EBITDA When the Industry Average is Only 6%
4 p.m. Eastern, Wednesday, Aug. 6
Tim Schatz, executive vice president & partner, Technology Assurance Group (TAG)
The managed IT services industry average for EBITDA (aka profitability) is only 6%. That's it! Most managed IT services providers are barely getting by. TAG has analyzed more than $10 billion in IT technology financial statements and it knows what it takes to achieve 20%-plus EBITDA in managed IT services. TAG's top-performing members achieve more than 30%. During this webinar, Schatz will share what it takes to run a highly profitable managed IT services business so you, too, can break through the industry average.
At TAG, Schatz is responsible for providing financial analysis, advice and counseling to TAG members. He drives profitability growth for TAG members by delivering in-depth financial and management training utilizing industry benchmarks and best practices in both group settings and one-on-one. Schatz is tasked with development and initiation of strategic programs for the benefit of TAG members. He also drives achievement of TAG's mission, realization of its strategic plan and manages its overall financial performance. Schatz was most recently CFO for Mobivity, a technology company based in San Diego, California. Before Mobivity, he excelled in the management team with Enterprise Rent-A-Car. Schatz rose rapidly to head accounting and payroll departments and was then promoted to regional business manager of the Inland Empire Los Angeles, California, region. There he managed 40 locations, 300 employees and $40 million in annual revenues. Schatz holds a bachelor's degree in accountancy from San Diego State University.
August 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.
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.