The Official Newsletter of Proforma | www.proforma.com August 2014

STAY CONNECTED! Visit the Proforma Events Facebook page for even more Convention highlights!

A record number of educational sessions, interactive panels and high-energy events drew more than 850 Proforma Owners, Sales Representatives, Vendor Partners and Special Guests to the Gaylord Texan Resort for the 2014 Proforma Convention & Family Reunion! Owners learned the next steps to take their businesses BEYOND where they were when they first arrived in Grapevine. With inspiring, insightful and eye-opening presentations from Greg Muzzillo, sales expert Eric Lofholm, key Support Center Team Members and more, attendees are now ready to move BEYOND their comfort zones to achieve their wildest dreams!

Proforma Owners and Sales Associates… you have shown us once again why Proforma is the BEST organization in the industry at this year’s Convention & Family Reunion! More than 850 of you came to Texas to share your successes, collaborate over your challenges and learn how you can get BEYOND where you are today in your businesses. We came away from Convention more excited than ever about the future of Proforma and confident that, together, we are going to achieve great things this year.

At Convention we talked about “living the charged life.” A life that is inspired, energized and satisfying. You are either caged by fear and worry, comfortable and coasting or charged and engaged in your life and business. We learned the first step to breaking free from your cage and pushing BEYOND your comfort zone is to choose to make it happen. Yes… it all starts with a choice… because real change has to come from within.

When you stay focused on your goals and your dreams, something is going to stir inside you. You won’t settle for struggling or be content with comfort. Whether or not you were at Convention, I want to encourage you to make that choice. Choose to go BEYOND. Take action now… make an appointment with your Strategic Advisor, build a business plan, engage in the Support Center tools, buddy up to help each other stay on track. Start living the charged life.

In this issue of Connections you will see some of our best moments from our time together in Grapevine. It is a powerful experience when the Proforma Family comes together to connect, brainstorm, learn and celebrate each other’s successes, and we are already looking forward to next year. I want to encourage you to register now. It’s a choice toward a “charged” future for you and your business.

Plan to join us at Rosen Shingle Creek in Orlando, FL from July 19-22, 2015. Please visit www.ProformaConvention.com or contact Phyllis Gafric (PGafric@Proforma.com or ext. 2225) for more information.

GO BEYOND!

BEYOND Convention: Caged, Comfortable or Charged?Greg Muzzillo Founder

Vera Muzzillo Chief Executive Officer

Deanna Castello Chief Marketing Officer

Kate McCall Editor

Zachary Kraner Graphic Designer

Proforma Worldwide Support Center 8800 East Pleasant Valley Rd. Cleveland, Ohio 44131

1-800-573-2252

www.proforma.com www.proformainet.com

We welcome your comments and feedback.

Forward them to Kate McCall at ext. 1222 or KaMcCall@Proforma.com

Foreword

FEATURED SPEAKERSMaster Sales Trainer, Eric Lofholm’s engaging presentations outlined, step-by-step, how to close more sales more often. Eric gave attendees the tools to create winning sales strategies that go BEYOND average presentations.

“I really enjoyed Eric Lofholm’s session. I’ve been coming to Convention for 20 years and it’s good to see and learn from a new face and sales expert.”

– Bob Brookens, Co-Owner of Proforma Business Solutions in Milford, OH

3

BEYOND Convention: Caged, Comfortable or Charged?

More than 90 sessions were available at Convention, with all of them introducing resources that can help attendees BE more powerful. From sessions on Marketing strategies and social media, to panels discussing Recruiting and best business practices, everyone walked away with new ideas for how to move their business forward in 2014 and BEYOND.

Lisa Leitch, Founder & President, Teneo Results

David Fellman, President, David Fellman & Associates

Bill Farquharson, Vice President, National Association for Printing Leadership (NAPL)

Tim Andrews, President & CEO, Advertising Specialty Institute (ASI)

Visit the Convention page on the iNET to access all the Convention presentations!

ROUNDTABLES, WORKSHOPS, COACHING & INTERACTIVE PANELS

“BEYOND has fired us up and our feet are on the ground ready to go. We have come away with lots of great new ideas to move our business forward. It was well worth the 22-hour drive to Convention!”

– Dan O’Neill, Co-Owner of Proforma U-Want-One in Milton, ON

The Official Newsletter of Proforma | www.proformainet.com | May 20144

“I was blown away by the Vendor Roundtables. I was able to meet with about nine Vendors that I had no idea who they were or what their company did before I came to Convention. I’m currently working on a couple of orders and I plan on sending some of that work to the Vendors I met.”

– Brian Kwiatkowski, Owner of Proforma Marcom Solutions in Marlborough, MA

“This Sourcing Guide App is awesome. I mean AWESOME. Having current Vendor information right on my phone is great. It will save so much time.”

– Nancy Cohen, Owner of Proforma g3 Solutions in Los Angeles, CA

“This has been the best Convention. Anybody that doesn’t go to Convention is doing a disservice to him or herself. Our PLPs and MVPLPs were more accessible than ever and had great new innovative products.”

– Jeff Gerdy, Owner of Proforma A Trusted Name in Westfield, NY and Team 500 member

Proforma’s Convention boasts the LARGEST private gathering of the BEST Vendor Partners in the industry. Owners had the opportunity to meet face-to-face with key Vendors to learn new ways to increase their profits in the $60 Million Idea and Success Vendor Showcase.

The NEW Proforma Mobile Sourcing Guide App was revealed at Convention!The NEW Proforma Mobile Sourcing Guide App was revealed at Convention! Both Android and Apple Users can download the app for FREE by going to the Google Play or Apple App stores online. For assistance with downloading the app to your phone, please contact Dirk Hiney (DHiney@Proforma.com or ext. 3306) on your Vendor Development Team to receive your personalized code.

PREFERRED VENDOR PARTNERS

The Official Newsletter of Proforma | www.proformainet.com | May 2014 5

Success Story Showcase

Greg Muzzillo inspired attendees by sharing his vision of growth and success for every member of the Proforma Family. The Executive Team joined Greg in revealing the NEW programs and resources your Support Team has been developing over the past year to help YOU get your business BEYOND where it is today.

“From the Technology Symposium on Sunday night, to Tony Zayas’s ProSocial session and Greg Muzzillo’s Keynote Presentation on Monday, I learned new strategies and am dedicated to getting involved this year.” – Ann Patton, Co-Owner of Proforma Buckeye in Westerville, OH and Million Dollar Club member

“I was completely energized by the Keynote from Greg. I’m ready to get charged and to reach the next level of success!” – Mark MacKinnon, Co-Owner of Mack Packaging, Powered by Proforma in San Marcos, CA and Multi-Million Dollar Club member

KEYNOTE PRESENTATION WITH GREG MUZZI L LO

Access success stories from your fellow Owners in the online Success Story Showcase! Reference these case studies to gain insightful tips on how you can BE resourceful, BE creative and BE more successful! For more information or to submit your story please contact Kendra Smith (KSmith@Proforma.com or ext. 3406) or Kate McCall (KaMcCall@Proforma.com or ext. 1222) at your Support Center.

The Official Newsletter of Proforma | www.proformainet.com | May 20146

We love sharing in each other’s successes and Convention is the perfect opportunity to recognize those who

have gone above and BEYOND to reach new levels of success. There was a lot to celebrate at this year’s Awards

Dinner and Celebration as Proforma continues to lead the industry with the BEST Owners, the BEST Vendor

Partners and the BEST tools and resources. Congratulations to everyone in the Proforma Family for another

successful year!

PROFORMA FAMILY LEGACY AWARDS

INNOVATOR OF THE YEAR AWARDS

MIL L ION & MULT I -M I L L ION DOLLAR CLUB

WOMEN’S LEADERSHIP AWARDSTOP B I L LERS

AWARDS D INNER & CELEBRATION

John Keith & Mark Williams

Rich Bewley & Dennis Funk Charles & Andrew Janosick Victor Mogell & Kirk Lind (Not Pictured: Brendan Quinn)

Aurelia & Gabriel ConstantinSuzette Albrecht, Josh Frey & Fred Albrecht

Fred & Suzette Albrecht Anita Shina, Michele Adams & Patti Rapoport

The Official Newsletter of Proforma | www.proformainet.com | May 2014

CONGRATULAT IONSWomen’s Leadership AwardsMichele AdamsProforma Global SourcingTampa, FL

Patti RapoportProforma Instant PromotionsToronto, ON

Anita ShinaProforma AmplifiedGrosse Pointe Farms, MI

Inc. 5000 Special RecognitionFred & Suzette AlbrechtProforma Albrecht & Co.Milford, OH

Brian & Patrick Dinley and Bryce FultonProforma Communications GroupWest Palm Beach, FL

Dennis Funk & Rich BewleyProforma Signature SolutionsBrooklyn Heights, OH

Tom GourlayProforma Print and Promotional ImagesLincoln, NE

Bill Hageman, Jim Shindler & Jeff SkinnerProforma Graphic ServicesColumbus, OH

Brandon KennedyProforma Progressive MarketingBakersfield, CA

Pat LenehanProforma ASAPWestlake, OH

Jeff Levy & Jeff BowlesProforma Promotionally YoursKansas City, KS

Bob ManningProforma Print MarketingChadds Ford, PA

Linda MartinelliProforma Graphic PrintsourceCorona, CA

Luis OstosProforma Diversified Corporate SolutionsAustin, TX

Jeff RothchildProforma Peak Printing & PromotionsPark City, UT

Top BillersFred & Suzette AlbrechtProforma Albrecht & Co.Milford, OH$21,886,712

Rising Star AwardsAllen SternProforma Allen Stern MarketingThornhill, ON

Bob De GarmoProforma Partners in MarketingWalnut Creek, CA

Devin JonesProforma Gateway SolutionsHouston, TX

eBusiness AwardsPat LenehanProforma ASAPWestlake, OH

Brooks & Marti RoyProforma OneSource Corporate Solutions Baton Rouge, LA

Terri TolmackProforma Hi-RezMission Viejo, CA

Mergers & Acquisitions AwardsEdward MartinProforma Media & Print SolutionsNew Braunfels, TX

Steve FlaughersProforma 3rd Degree MarketingCanton, OH

Recruiting AwardsJeff Levy & Jeff BowlesProforma Promotionally YoursKansas City, KS

Andy MealorProforma Ascension Marketing GroupMacon, GA

NAMA AwardsPatrick DoyleProforma SynergyPickering, ON

Bill Hageman, Jim Shindler & Jeff SkinnerProforma Graphic ServicesColumbus, OH

Glenda McCarthy GasparProforma SI PromotionsNewmarket, ON

Innovator of the Year AwardsFred & Suzette Albrecht and Josh FreyProforma Albrecht & Co.Milford, OH

John KeithProforma Identity ProsCharlotte, NC

Mark WilliamsProforma Classic Print SolutionsCharlotte, NC

Gabriel & Aurelia ConstantinProforma Twin Marketing GroupMarkham, ON

Proforma Family Legacy AwardsDennis Funk & Rich BewleyProforma Signature SolutionsBrooklyn Heights, OH

Charles & Andrew JanosickProforma Executive Business ServicesSt. James, NY

Kirk Lind, Brendan Quinn & Victor MogellProforma Dynamic ResourcesWest Berlin, NJ

Hall of Fame InducteeRick SovereignProforma CanadaMississauga, ON

Best Emerging PLPZoo Printing

ProExclusive Partners of the YearEdwards Garment

Centurion PLP AwardsAbbott LabelAbove & Beyond Advertising ProductsAllen ColorcraftAsh City USABam BamsCenveoCrown ProductsDupli-SystemsEnnisEvansGMG PenHit Promotional ProductsHub Pen CompanyJetlineKeystone MillbrookKTI PromoLabel ArtThe Magnet Group

MetroPakNorwood & BIC Graphic North AmericaPolyconcept North AmericaSanMarSeville GearShowdown DisplaysSpector & Co.Stitch DesignersTekweldVisstun & DigispecWeb GraphicsZoo Printing

PLP Vendor of the Year AwardsBronzeNorwood & BIC GraphicNorth AmericaPromotional Products

Bodek and RhodesApparel

EnnisBusiness Documents

Dupli-SystemsCommercial Printing

Teneo ResultsValue Added Services

SilverPolyconcept North AmericaPromotional Products

Ash City/alphabroderApparel

NavitorBusiness Documents

Independent FoldersCommercial Printing

Prototype AdvertisingValue Added Services

GoldHit Promotional ProductsPromotional Products

SanMarApparel

Discount LabelsBusiness Documents

A&B PrintingCommercial Printing

Advertising Specialty Institute (ASI)Value Added Services

Welcome the Newest Members of the Family!

Bob Daino

Proforma Giraffe Graphics

Highlands Ranch, CO

Dave Jackson

Proforma Extending Your Reach

Mt. Laurel, NJ

Adell Means

ROI Marketing Company

powered by Proforma

Indianapolis, IN

Keel Russell, Trevon Young and Patrick Senior

Signs by Umbree powered by Proforma

Ft. Lauderdale, FL

LeRoy and Rena Sabers

Diversified Business Services

powered by Proforma

Mission Viejo, CA

Jim Nistico

Proforma Infinity

Clay, NY

www.ProformaConvention.com

ROSEN SHINGLE CREEK

ORLANDO, FLORIDA • JULY 19-22, 2015

Not Pictured: Tyrone Jackson and Patrice Innis, Signs by Umbree powered by Proforma, Ft. Lauderdale, FL