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Capture the Magic 2024 June 19 Breakout Sessions

Shawn Peterson & Katie Landaal

Optimizing Your Sales Machine

June 19, 10 to 11 a.m.

Shawn Peterson, CEO, Quantum Business Solutions & Katie Landaal, senior vice president for global alliances and ecosystem, ZoomInfo

Following the foundation laid in Peterson's first breakout session, he and Landaal will delve deeper into the nuances of optimizing sales processes through advanced tech stack integration. This session will cover strategic approaches for integrating best-in-class technologies such as HubSpot and ZoomInfo to unlock the full potential of your sales machine. Attendees will discover how to fine-tune their sales automation platforms for peak performance, employ AI for sophisticated customer insights and personalization, and measure the impact of integration on sales outcomes. This presentation will empower attendees with strategies to not only enhance their sales processes, but also to achieve a significant competitive advantage in the market.

Peterson is the CEO of Quantum Business Solutions, where he brings more than a decade of executive-level experience in the technology services industry. A forward-thinking visionary, Peterson excels in driving high growth and superior performance through innovative strategies in sales, marketing and client experience. His expertise extends to leveraging cutting-edge technologies, including automation, AI and comprehensive tech stack integration, to enhance operational efficiency and financial performance. Deeply passionate about elevating organizational capabilities, Peterson champions the Quantum Growth Model. This strategic approach is designed to revolutionize sales and marketing processes, aiming for five- to 10-times sales productivity within just 180 days. Under his leadership, businesses embrace the integration of advanced technologies to not only meet, but exceed, their growth objectives, setting new benchmarks in the industry.

Landaal, senior vice president for global alliances and ecosystem at ZoomInfo, is a strategic partnership leader with more than 18 years of experience in the SaaS industry. She has facilitated strategic partnerships with Google, Microsoft, AWS, Salesforce and many more household names.
West McDonald

Creating Your Own GPTs: No Coding Required

June 19, 10 to 11 a.m.

West McDonald, founder,

Join us for an exciting session where you'll learn how executives can craft their own GPTs with no coding required! McDonald will be your guide through the practicalities of creating and implementing custom GPTs to streamline your business workflows. This hands-on executive session is designed for business leaders eager to harness the potential of AI in solving real-world challenges. You'll leave with actionable knowledge to develop GPT solutions tailored to your unique business needs.

Key takeaways will include:
  • GPT Fundamentals: Understand the basics of custom GPT technology and its relevance to business operations.
  • Identifying Opportunities: Learn how to spot processes within your business that can be optimized with a custom GPT.
  • Customization Techniques: Learn how to create your own GPTs to fit your specific business context and objectives.
  • Custom GPT Case Studies: Hear about real-world examples where custom GPTs have made a significant impact on business efficiency.
  • Interactive Q&A: Engage in a dynamic discussion and get your questions answered.
As a leading authority in AI training and business solutions, McDonald, founder of, helps organizations to navigate the uncertain world of generative AI, implementing game-changing internal and external AI solutions. Featured as an AI expert in top publications like The Imaging Channel and The Cannata Report, and having spoken at numerous events on AI and business use (Global Big Data Conference, FP Mailing National Kickoff, BTA events, Konica Minolta Top 25, Executive Connection Summit and the ANA Advertisers Association, to name a few), he is a thought leader in AI applications in various business channels. McDonald's insights offer a fresh perspective on how AI can revolutionize your business operations.
Sally Brause

Strategic Business Results: Office Technology Providers Talk EOS

June 19, 10 to 11 a.m.

Moderated by Sally Brause, director of human resources consulting, GreatAmerica Financial Services Corp., and leader of the PathShare HR Services division

During this dealer panel, Brause will sit down with three office technology providers to understand their experiences with the Entrepreneurial Operating System (EOS®) based on Gino Wickman's book, "Traction: Get a Grip on Your Business." By the time you leave this session, you will understand the value of EOS and the results your peers have experienced by implementing the system.

Brause is the director of human resources consulting for GreatAmerica Financial Services Corp. and leads the PathShare HR Services division of GreatAmerica. She has been sharing human resources, sales training and organizational development expertise with technology clients since 2008. Brause is an EOS Implementer, a certified Senior Professional in Human Resources (SPHR), has been certified as a compensation professional through World at Work, and holds various sales training facilitation and behavioral assessment certifications. She has a master's degree in organizational leadership and participated in the Wharton School of Business' Leading Organizational Change program.


Ken Staubitz began his career in the office technology industry in 1997 and joined BTA member Modern Office Methods (MOM) through the acquisition of a local company in 2003. During his transition period to MOM, Staubitz held various service and operational positions and was tasked with integrating both companies' (service departments specifically) into the MOM family. In 2011, he left MOM to pursue other career aspirations and became a service consultant, consulting for many of the industry's top organizations and leading manufacturers. Staubitz also trained hundreds of service leaders in the United States and Canada to achieve the industry's various service and financial benchmarks. In 2015, he made his return to MOM as vice president of service and aftermarket support. As a result of Staubitz's ability to collaborate, develop and foster high-performance teams, in early 2022, he was promoted to COO and now oversees the entire day-to-day operation of MOM and its affiliate companies.

Dean Swenson brings more than 32 years of experience to his position as the president of BTA member The Swenson Group (TSG), Livermore, California. He started his career at Xerox Corp. and held various sales and specialist positions, including selling production solutions to commercial printers and lithographers. As president of TSG, Swenson is involved in all aspects of the company that impact customers, including sales, customer service, staff selection, development and marketing communications. He currently serves as the president of Konica Minolta's Dealer Advisory Council and sits on many other boards, including those for GreatAmerica, Keypoint Intelligence and the Select Dealer Group (SDG). Swenson's primary focus is to create the vision for TSG by building a team of quality, motivated people who all embrace the same core values.

Richard Van Dyke, president and CEO of BTA member Advanced Office, a Southern California dealership, started out in the medical imaging and color computer graphics space and evolved his business into the office technology industry in the early 1980s. The company's territory covers from north of Los Angeles, California, to the Mexican border and east to the desert. As a traditional office technology dealership, Advanced Office is making the transition from a box-moving culture to one that is evolving toward professional services and business process improvement. Along with providing an exceptional customer experience, Advanced Office's team members are highly motivated to be true problem solvers for customer challenges. Van Dyke was one of the founding members and first president of the Select Dealer Group (SDG), and he currently serves as BTA West vice president.