Retail Success Summit

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Retail Success Summit

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Welcome To The Virtual Retail Success Summit!

May 20, 2025, 11:00 AM - May 22, 2025, 6:00 PM (EST)

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About Event

Join us for the premier conference in Pakistan, where industry experts will come together to discuss the latest trends and innovations. Don't miss this opportunity to network, learn, and grow your knowledge. Register now to secure your spot!

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Agenda

Day - 01

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Test Session

Day - 02

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MAIN STAGE: The Retail Dream Factory

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Step out of the day-to-day grind and into a creative, inspiring space where anything you imagine is possible. Inside the Retail Dream Factory, we’ll guide you to imagine a bold, inspiring vision for your business.

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Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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EXPLORE VIRTUAL WORLD

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MAIN STAGE: From Dreaming to Doing

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Big dreams are exciting—but they don’t build themselves. In this powerful session, we’ll break down the core skills, mindsets, and business structures you need to bring your vision to life. From leadership habits to foundational systems, team culture to profit-driving routines—this is how your dream starts to take shape.

speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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BREAKOUT SESSIONS

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HarQuin Bookkeeping and Consulting Services: Dos and Don'ts of Retail Financial Reporting

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Lindsey Roberts, owner and founder of HarQuin Bookkeeping, will discuss best practices for reviewing and understanding your Profit and Loss Statement and Balance Sheet, including how to:

  • Spot trends,
  • Identify red flags, and
  • Make data-driven decisions.

You’ll learn how to establish healthy checks and balances to make sure you are protected against theft and negligence. These include internal controls, separation of duties, and regular review. We’ll also teach you how to get the most out of your reports by customizing them for your retail business.

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Lindsey Roberts
HarQuin Bookkeeping

Lindsey Roberts

HarQuin Bookkeeping

Lindsey Roberts is one of the nation’s top-rated QuickBooks Elite Pro Advisors and the owner and founder of HarQuin Bookkeeping and Consulting Services. Her mission is to equip retail owners to grow their businesses sustainably and thrive in an ever-changing economy. Lindsey always welcomes the opportunity to share her expertise and help business owners achieve their goals and reach their dreams.

HarQuin and their family of industry-specific brands (retail, boutique, dance, gym, non-profit) has been providing affordable, quality bookkeeping, consulting, payroll, and sales tax services since 2008 and serve over 1000+ businesses yearly.

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Management One: How Shoppers Think: Essential Insights Into The Mind Of Your Customers

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Studies have shown that 95% of shopping decisions happen in our subconscious. Join Paul in unearthing your customers’ subconscious behaviors and biases to improve sales and profits in your store. You’ll learn:

  • How psychological pricing methods can increase gross margins.
  • How top retailers use effective in-store messaging to influence customer spending.
  • How to run effective price promotions and why price points are more effective than a percentage off.

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Paul Erickson
Management One

Paul Erickson

Management One

Paul Erickson presently serves as Director of Retail Education with Management One Inc. Widely recognized for his talents as a retail educator, Paul has conducted seminars and workshops at retail trade shows and has been featured in Fortune Magazine, Women’s Wear Daily, MR Magazine, and on the CBS Evening News. Based out of Minneapolis, Minnesota, he has served retail clients throughout the United States and around the world.

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Max Retail: Becoming Vital To Your Local Community

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Becoming vital in your community goes beyond selling products or services. It’s about building lasting relationships, contributing meaningfully to local causes, and consistently demonstrating commitment to the community’s well-being. By integrating these strategies, business owners can position themselves as indispensable community assets, fostering loyalty and ensuring long-term success. You’ll learn how to:

  • Create a caring, intentional culture and customer experience.
  • Actively engage with local charities to build goodwill and brand recognition.
  • Adjust business hours to meet customers’ needs. 
  • Understand the “Power Law” of customer spending to build lasting relationships.
  • Negotiate your lease to cement your role as a lasting community fixture.

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Melodie van der Baan
Max Retail

Melodie van der Baan

Max Retail

Melodie van der Baan’s journey began as a distributor and independent retailer, where she developed a unique understanding of the intricate dance between supply and demand. She recognized the crippling impact of unsold inventory on profitability, spurring her evolution from distributor to tech innovator as the co-founder of Max Retail. Her remarkable journey has been spotlighted in Forbes, Apparel News, Inc Magazine, Yahoo!Finance, US News, MarketWatch and Insider.

Max Retail was designed specifically to rescue your excess stock and transform it into cold, hard cash. No more staring at stagnant inventory for months on end—it’s time to turn it into more money, more time, and less stress with Max Retail.

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OneShop: From Customers to Superfans: Unlocking Growth with Personalized Retail Marketing

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Discover how to drive real sales growth by engaging personally with your existing customers through email, text, and social media. See real-world examples from top-performaing retailers who have done it in their stores. You’ll learn: 

  • How to turn one-time shoppers into lifelong superfans – the pot of gold at the end of the rainbow,
  • The tools and AI that make personalized marketing easier and more effective—no massive team required,
  • Practical strategies you can implement immediately to boost customer retention and increase repeat sales.

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Nick McHenry
OneShop Retail

Nick McHenry

OneShop Retail

Nick began his journey on the retail floor and then spent 10 years working in wholesale for luxury brands such as Giorgio Armani and Philipp Plein. Nick’s favorite thing is helping brick-and-mortar retailers leverage digital marketing tools and connect with customers through shoppable video, photo, and text. All that, of course, leads to better customer relationships and higher sales conversions. As the Founder and CEO of OneShop, Nick is usually busy leading his team, but when he’s not, you can find him playing the drums or posting retail memes on TikTok.

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WhizBang! Training: Disaster-Proof Your Business

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It’s not if, it’s when. Bad stuff – big or small – is going to happen in the life of your business. You can’t avoid it, but you CAN prepare to make the impacts less severe and easier to deal with. In fact, just a little bit of planning can make a world of difference to protect your business, your employees, and your family.


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Susan Negen
WhizBang! Training

Susan Negen

WhizBang! Training

Susan Negen has a knockout one-two punch of sophisticated “big business” skills and street-smart small business experience. 

She has worked as a senior executive for retailing giants like Bloomingdale’s, Macy’s, and Lord and Taylor. She has been on the leadership team of a small retail business and understands the joys and challenges of being an entrepreneur. Susan quickly discovered that the problems of operating a multi-billion dollar company and the struggles of the entrepreneur are not that much different!



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MAIN STAGE: Make Every Visit Count: Higher Sales, Happier Customers

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Every customer that walks through your door is a golden opportunity. A well-trained, engaged sales team can turn each interaction into a Perfect Purchase for your customer and a loyal, enthusiastic fan for you. Learn the key techniques and mindsets that turn great service into increased sales and differentiate your store from the ho-hum competition.

speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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EXPLORE VIRTUAL WORLD + JOIN A ROUNDTABLE

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MAIN STAGE: Main Street Mavericks: Success Stories From Real Retailers

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In this panel, you’ll hear firsthand from retail leaders who’ve mastered the art of growing sustainable, profitable businesses. From clever marketing tactics to effective leadership, these trailblazers will share the strategies that’ve worked for them, the mistakes they’ve learned from, and how they keep evolving to stay ahead of the curve.

speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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MEET THE SPONSORS + WHIZBANG!

Day - 03

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MAIN STAGE: Customer Service: A Love Story

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A Conversation with Ari Weinzweig, Co-Founder, Zingerman's Community of Businesses

Great customer service isn’t just about transactions - it's about relationships. In this special conversation, Ari Weinzweig, co-founder of Zingerman’s, will join Bob and Susan for a heart-to-heart discussion on how they built thriving businesses by turning customer service into a true love story.

At Zingerman's, Ari realized early on that in order to deliver an exceptional customer service experience, day in and day out, they'd need to focus on more than "just" customer service. He will share the key elements that contribute to a culture of great service at Zingerman’s. Join us to equip yourself with tools and techniques for improving customer service and go back to your business with plenty of resources to adapt and put to use right away.

speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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Ari Weinzweig
Zingerman's

Ari Weinzweig

Zingerman's

Ari Weinzweig, Co-founding Partner of Zingerman’s Deli in Ann Arbor, Michigan, is a line cook turned CEO. Zingerman’s Deli is now an iconic food establishment, and the Zingerman’s Community of Businesses has blossomed into 11 businesses with an annual revenue exceeding $65 million. These businesses, while distinct, all share the same vision and guiding principles to share "The Zingerman’s Experience" with passion and commitment.

Ari has become a thought leader who expresses his learnings about positive business through extensive writing and keynote speaking.

He travels nationwide to share Zingerman’s unique approach to business, and has authored 10 books, including Parts 1-4 of his ongoing Guide to Good Leading series which encompasses the principles, beliefs, and pillars of him and the Zingerman’s organization.

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EXPLORE VIRTUAL WORLD

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MAIN STAGE: The WOW Effect: 19 Ideas To Delight Your Customers

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What's the secret to transforming an ordinary customer visit into something extraordinary? It's all about creating WOW moments. In this session, we'll break down 19 proven tactics to help you deliver exceptional service and experiences that leave a lasting impact.


speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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BREAKOUT SESSIONS

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Wickedly Branded: Marketing Overwhelm Is Keeping You Stuck Heres Why (and What to Do Instead)

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Marketing today feels like a never-ending storm—social media, SEO, content, branding, email funnels… The harder you work, the stronger the storm gets. But what if more marketing isn’t the answer? In this engaging, story-driven session, discover why most entrepreneurs stay stuck in the cycle of overwhelm—and how to finally break free. You’ll learn:

  • How to create clarity, confidence, and connection in your marketing—without burnout.
  • The 3-step Path to Brand Magic™ (Heart, Brains, Courage) for effortless branding.
  • Practical takeaways you can apply immediately to stand out and attract the right customers.

BONUS: Attendees will walk away with a mini ‘brand clarity’ exercise they can use to refine their messaging on the spot!

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Beverly Cornell
Wickedly Branded

Beverly Cornell

Wickedly Branded

Beverly Cornell is the Founder & Fairy Godmother of Brand Clarity™ at Wickedly Branded, where she helps entrepreneurs escape marketing chaos and awaken their brand magic with clarity and confidence. Her signature framework, The Path to Brand Magic™, has helped hundreds of business owners step out of overwhelm and into bold, aligned marketing.

With nearly 30 years of experience in branding and marketing, Beverly has worked with Fortune 500 companies, tech startups, and purpose-driven solopreneurs to create brands that stand out and attract the right clients.

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She Profits Now: "Holistic Profit Mastery: Building a Profit-Centric Retail Business with the Financially Fabulous Framework"

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In this session, Christyne Gray will guide you through a transformative approach to running a profitable retail business by using her Financially Fabulous framework. You’ll get the tools, insights, and actionable steps to move your business toward greater financial health and profitability, all while maintaining a balanced approach to both personal and professional growth. Here’s what you’ll learn:

  • How aligning your personal values and financial goals with your business can boost overall profitability.
  • How to analyze your existing business operations for untapped profit potential, from revenue streams to cash flow.
  • Practical strategies for optimizing inventory, pricing, and customer experience to drive profitability.
  • How to create a culture that prioritizes consistent profit generation and decision-making based on long-term sustainability.

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Christyne Gray
She Profits Now

Christyne Gray

She Profits Now


Christyne Gray is a retail business financial management coach, accountant, and tax specialist who empowers independent small business owners to achieve financial health and profitability. As the founder of She Profits Now, a professional services firm, and the creator of the Financially Fabulous Coaching Program, Christyne combines expert financial services with a holistic coaching approach to help retailers optimize their business operations.

She Profits Now offers specialized financial services, including bookkeeping, tax planning, and business valuation consultations, providing clients with actionable data and insights to drive profitability. The Financially Fabulous Coaching Program focuses on helping entrepreneurs take a strategic, data-backed approach to financial decision-making, with a strong emphasis on mindset, profitability, and long-term business sustainability.

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FAVES: Maximize Your Market Trips & Optimize Your Inventory

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Make every buying trip count! In this session, you’ll learn how to approach your buying trips with a plan that saves time, curbs overwhelm, and helps you build an inventory assortment that truly resonates with your customers. Walk away with practical tools to buy smarter, boost profits, and align your assortment with what matters most.

You’ll learn:

  • How to plan your market trips with laser focus to avoid overwhelm and impulse buys.
  • The essentials of strategic inventory investing that improve cash flow and profitability.
  • How to use tools like the FAVES app to make smarter inventory decisions—by tracking orders, spotting gaps, and collaborating with your team to build a winning assortment.

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Ulla Hald
FAVES

Ulla Hald

FAVES

Ulla Hald is the Founder and CEO of FAVES, a modern buying and planning platform helping independent retailers make smarter, more strategic inventory decisions. With a background in technology — including her early days at Apple — Ulla has spent her career building digital tools that empower businesses to work more effectively. Inspired by the creativity, resilience, and community impact of independent retailers, she created FAVES to bring clarity, confidence, and data-driven tools to the art of buying. Ulla speaks regularly on retail innovation, digital transformation, and the power of technology to support small business success.

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Merchant Mastery: Strategic Storytelling: The New Shopify Growth Formula that Works

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Discover the proven growth strategies used by 7- and 8-figure Shopify brands to thrive in today’s hyper-competitive e-commerce landscape. In this actionable session, Scott Cunningham will walk you through his foundational framework that has generated over $150M in revenue for Shopify stores in the last year alone. You’ll learn:

  • How to create compelling offers that convert, no matter what stage you’re at in your Shopify journey,
  • How to layer in compounding promotions throughout the year for momentum that lasts,
  • The art of long-form storytelling ads that do more than sell—by building brand equity, attracting loyal customers, and differentiating your brand in a crowded market.

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Scott Cummingham
Merchant Mastery

Scott Cummingham

Merchant Mastery

Scott Cunningham is an award-winning e-commerce sales expert, entrepreneur, and speaker who has helped thousands of Shopify stores master their sales positioning with his Offer Harmonics framework.

Scott’s agency, Social Lite, was honored with the Agency of the Year Award from DigitalMarketer.com in 2022 and is acknowledged as one of only a few Klaviyo Platinum Partners worldwide. Merchant Mastery is the leading mentorship program in sales and marketing for Shopify stores. As certified Shopify Experts, our team has helped over 1,000 independent store owners compete and scale in the online marketplace. Merchant Mastery was recognized as the best-selling e-commerce system on Thinkific in 2022.

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Simplifying Entrepreneurship: From Owner-Dependent to Exit-Ready

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Being exit-ready isn’t about selling tomorrow – it’s about building a business that thrives whether you’re there or not. In this session, Pete shares the strategies every independent retailer should use to reduce owner dependency, boost business value, and create more freedom today. You’ll learn how to:

  • Identify the hidden ways your business relies too heavily on you,
  • Strengthen the 8 key drivers that increase value and transferability,
  • Apply exit-planning thinking as a smart, everyday strategy – not just a final step.

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Pete Mohr
Simplifying Entrepreneurship

Pete Mohr

Simplifying Entrepreneurship

Pete is a retailer, Certified Exit Planner, Kolbe Certified Coach, and business strategist who owns Shoetopia, a pair of independent shoe stores in Ontario. He works with owners across North America to build scale-ready, exit-ready businesses that deliver profit and freedom – so you can exit the business at maximum value, when you’re ready.

Simplifying Entrepreneurship helps business owners move from operator to owner using proven frameworks like the 6 Ps and the Leadership Trio, turning chaos into clarity so they can enjoy the life they’ve built their business to support.

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MAIN STAGE: The Gratitude Loop: Give More, Grow More

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Giving triggers gratitude, and gratitude leads to action. In this session, we’ll explore how reciprocal marketing strategies can create a virtuous cycle of value between you and your customers. Discover ways to build trust, surprise and delight, and foster loyalty, all by giving more upfront—and watching the growth flow back to you.


speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

time icon 15:45

EXPLORE VIRTUAL WORLD + JOIN A ROUNDTABLE

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MAIN STAGE: Retail Rumble: 30 Ideas in 30 Minutes

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It’s fast. It’s fun. It’s fiercely full of ideas. In this high-energy showdown, your hosts Bob and Susan go head-to-head, sharing one powerful retail idea per minute for 30 minutes. From marketing moves to operational upgrades, sales boosters to leadership tips—this rapid-fire session is packed with actionable takeaways you can put to work right away. Who wins the rumble? You do—when you leave with a notebook full of gold.


speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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MEET THE SPONSORS + WHIZBANG!

Day - 04

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MAIN STAGE: Why Don't They Just Get It? (And How To Fix That)

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If you've ever found yourself frustrated with your team, wondering "Why don’t they just get it?" you're not alone. The truth is, most team issues come down to this: unclear expectations and inconsistent training. Learn how to fix that by creating a simple, repeatable system for teaching your team exactly what “great” looks like. Whether you're onboarding a new hire or coaching a seasoned employee, you’ll build competence, accountability, and confidence into every role. No more guessing, repeating, or micromanaging - just a team that gets it.


speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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EXPLORE VIRTUAL WORLD

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MAIN STAGE: 12 Profit Power-Ups

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In retail, profits are the result of more than just selling. They come from smart choices, savvy systems, and understanding the numbers that drive your business. This high-impact session will show you 12 actionable ways to boost your profits - and put more money in the bank!

speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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BREAKOUT SESSIONS

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Rooted in Retail and IndERA: The Future-Ready Retailer: Tools, Tech & The Mindset To Win

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This is a session you can’t afford to miss – literally. Discover the AI tools, strategies, and mindset shifts that are saving indie retailers thousands in expenses and earning them even more in sales. You’ll walk away with future-forward best practices, jaw-dropping tech tools, and real-life use cases that will help you work smarter, market better, and reclaim your time. You will:

  • Discover the top AI tools and apps that save time, reduce costs, and help you make smarter business decisions instantly.
  • See real-life retailer use cases of AI in action from marketing and merchandising to customer experience and content creation.
  • Adopt the future-ready mindset that helps retailers stay relevant, grow profitably, and lead confidently in a rapidly changing market.

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Crystal Vilkaitis
Rooted In Retail

Crystal Vilkaitis

Rooted In Retail


Crystal Vilkaitis, known as The Wolf of Main Street, is the founder of Rooted in Retail and the Independent Retailers Association (IndERA), two platforms advancing the future of independent retail through resilience, innovation, and community. She hosts the Rooted in Retail podcast, sharing real-world strategies and inspiring stories to help retailers thrive. A dynamic speaker, Crystal is known for her bold approach to modern retail and unforgettable customer experiences.

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True Fashionistas: Mastering PR - From Invisible to Influential

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Ready to stop being invisible and start getting noticed? This workshop will give you the exact steps to turn your business into a media magnet. If you skip this, you’ll miss the chance to transform from “just another business” into the go-to expert your industry and your community can’t stop talking about. You’ll learn how to:

  • Craft a strong, professional digital presence and tell your unique brand story.
  • Pitch your story to the right media and build lasting relationships with journalists.
  • Set clear, achievable PR goals and amplify your media coverage for growth.

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Jennifer Ann Johnson
True Fashionistas

Jennifer Ann Johnson

True Fashionistas

Jennifer Johnson is a renowned small business coach who empowers small businesses to achieve their goals without sacrificing their well-being. Once a national model and actress, she pivoted to build a $50 million+ resale empire with True Fashionistas, Florida’s largest lifestyle resale store. 

Jennifer knows the struggle of juggling business growth, personal branding, and a life you love. That’s why she built a roadmap for success, The Confident Entrepreneur. She is the author of the Amazon bestseller “Grace & Grit: Becoming a Confident Entrepreneur” and host of the award-winning The Confident Entrepreneur podcast.

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Canadian Retail Solutions: The Retail Scorecard: Understanding Your Numbers

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Retail success is about more than just numbers; it’s about understanding the story behind those numbers. Dan dives into key metrics and insights every retailer should be tracking to drive sustainable growth and customer loyalty. This session will cover how to:

  • Effectively measure performance across sales, customer engagement, and inventory management,
  • Develop actionable strategies to optimize each of these critical areas. 
  • Create a weekly scorecard that shines a spotlight on areas of success and reveals opportunities for improvement.

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Dan Holman
Canadian Retail Solutions

Dan Holman

Canadian Retail Solutions

Dan is a 30+ year retail veteran, award-winning business coach, and the CEO of Canadian Retail Solutions, a Retail Operations Partner guiding independent retailers across North America to grow sales, boost profitability, and build cash-positive businesses through smart strategy and The Wealthy Retailer® framework.

Retail by CRS helps independent retailers grow profitably with smart inventory planning, retail software, and hands-on consulting. Since 1991, we’ve focused on real relationships, practical solutions, and results that impact their bottom line.

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ProjectionHub: Securing SBA funding for your Business

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Unlock the power of SBA loans with a clear understanding of how to qualify. Whether you’re just starting or ready to grow, this session will break down the basics so you can move forward with confidence. You’ll learn:

  • What SBA loans are and why they matter,
  • Who qualifies—and how to know if you’re eligible,
  • The top myths and mistakes that trip up first-time applicants.

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Josh Zacchaeus
ProjectionHub

Josh Zacchaeus

ProjectionHub

Joshua Zacchaeus is an experienced business leader, entrepreneur, and community builder with a strong background in business development, coaching, and strategic leadership. With over a decade of experience in organizational growth, consulting, and leadership training, Josh has worked with business owners, startups, and nonprofit organizations to drive impact and foster success.

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WhizBang! Training: Retail Recon: Measuring and Managing Your Customer Experience

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What’s REALLY happening in your store when you’re not around? Get ready to find out with your very own Secret Shopper program! This easy to execute system helps you uncover the real scoop on your customers’ experiences and take charge of your service game. Your customers will thank you for it!

speaker headshot

Susan Negen
WhizBang! Training

Susan Negen

WhizBang! Training

Susan Negen has a knockout one-two punch of sophisticated “big business” skills and street-smart small business experience. 

She has worked as a senior executive for retailing giants like Bloomingdale’s, Macy’s, and Lord and Taylor. She has been on the leadership team of a small retail business and understands the joys and challenges of being an entrepreneur. Susan quickly discovered that the problems of operating a multi-billion dollar company and the struggles of the entrepreneur are not that much different!



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MAIN STAGE: Stores With Soul: The Future Is Personal

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As the world becomes more digital, detached, and transactional, independent stores have a powerful advantage: soul. In this session, we'll explore how authenticity, connection, and personal expression can be your superpower in a sea of sameness. Learn how to infuse your brand with meaning, show up with heart, and create a store that feels like home to your community. The future isn't generic - it's personal.


speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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EXPLORE VIRTUAL WORLD + JOIN A ROUNDTABLE

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MAIN STAGE: Main Street Momentum: Take Home The Dream And Make It Real

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You’ve imagined a bigger, bolder, better future for your business - and now it's time to bring it to life. In this high-energy closing session, you'll get one final dose of wisdom from each of our speakers and build your personal action plan so you can hit the ground running the moment you return to your store. It's time to take the next step - your future starts now.


speaker headshot

Bob & Susan Negen
WhizBang! Training

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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Speakers

Susan Negen

WhizBang! Training

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Susan Negen

WhizBang! Training

Susan Negen has a knockout one-two punch of sophisticated “big business” skills and street-smart small business experience. 

She has worked as a senior executive for retailing giants like Bloomingdale’s, Macy’s, and Lord and Taylor. She has been on the leadership team of a small retail business and understands the joys and challenges of being an entrepreneur. Susan quickly discovered that the problems of operating a multi-billion dollar company and the struggles of the entrepreneur are not that much different!



Melodie van der Baan

Max Retail

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Melodie van der Baan

Max Retail

Melodie van der Baan’s journey began as a distributor and independent retailer, where she developed a unique understanding of the intricate dance between supply and demand. She recognized the crippling impact of unsold inventory on profitability, spurring her evolution from distributor to tech innovator as the co-founder of Max Retail. Her remarkable journey has been spotlighted in Forbes, Apparel News, Inc Magazine, Yahoo!Finance, US News, MarketWatch and Insider.

Max Retail was designed specifically to rescue your excess stock and transform it into cold, hard cash. No more staring at stagnant inventory for months on end—it’s time to turn it into more money, more time, and less stress with Max Retail.

Beverly Cornell

Wickedly Branded

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Beverly Cornell

Wickedly Branded

Beverly Cornell is the Founder & Fairy Godmother of Brand Clarity™ at Wickedly Branded, where she helps entrepreneurs escape marketing chaos and awaken their brand magic with clarity and confidence. Her signature framework, The Path to Brand Magic™, has helped hundreds of business owners step out of overwhelm and into bold, aligned marketing.

With nearly 30 years of experience in branding and marketing, Beverly has worked with Fortune 500 companies, tech startups, and purpose-driven solopreneurs to create brands that stand out and attract the right clients.

Dan Holman

Canadian Retail Solutions

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Dan Holman

Canadian Retail Solutions

Dan is a 30+ year retail veteran, award-winning business coach, and the CEO of Canadian Retail Solutions, a Retail Operations Partner guiding independent retailers across North America to grow sales, boost profitability, and build cash-positive businesses through smart strategy and The Wealthy Retailer® framework.

Retail by CRS helps independent retailers grow profitably with smart inventory planning, retail software, and hands-on consulting. Since 1991, we’ve focused on real relationships, practical solutions, and results that impact their bottom line.

Ari Weinzweig

Zingerman's

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Ari Weinzweig

Zingerman's

Ari Weinzweig, Co-founding Partner of Zingerman’s Deli in Ann Arbor, Michigan, is a line cook turned CEO. Zingerman’s Deli is now an iconic food establishment, and the Zingerman’s Community of Businesses has blossomed into 11 businesses with an annual revenue exceeding $65 million. These businesses, while distinct, all share the same vision and guiding principles to share "The Zingerman’s Experience" with passion and commitment.

Ari has become a thought leader who expresses his learnings about positive business through extensive writing and keynote speaking.

He travels nationwide to share Zingerman’s unique approach to business, and has authored 10 books, including Parts 1-4 of his ongoing Guide to Good Leading series which encompasses the principles, beliefs, and pillars of him and the Zingerman’s organization.

Scott Cummingham

Merchant Mastery

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Scott Cummingham

Merchant Mastery

Scott Cunningham is an award-winning e-commerce sales expert, entrepreneur, and speaker who has helped thousands of Shopify stores master their sales positioning with his Offer Harmonics framework.

Scott’s agency, Social Lite, was honored with the Agency of the Year Award from DigitalMarketer.com in 2022 and is acknowledged as one of only a few Klaviyo Platinum Partners worldwide. Merchant Mastery is the leading mentorship program in sales and marketing for Shopify stores. As certified Shopify Experts, our team has helped over 1,000 independent store owners compete and scale in the online marketplace. Merchant Mastery was recognized as the best-selling e-commerce system on Thinkific in 2022.

Crystal Vilkaitis

Rooted In Retail

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Crystal Vilkaitis

Rooted In Retail


Crystal Vilkaitis, known as The Wolf of Main Street, is the founder of Rooted in Retail and the Independent Retailers Association (IndERA), two platforms advancing the future of independent retail through resilience, innovation, and community. She hosts the Rooted in Retail podcast, sharing real-world strategies and inspiring stories to help retailers thrive. A dynamic speaker, Crystal is known for her bold approach to modern retail and unforgettable customer experiences.

Christyne Gray

She Profits Now

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Christyne Gray

She Profits Now


Christyne Gray is a retail business financial management coach, accountant, and tax specialist who empowers independent small business owners to achieve financial health and profitability. As the founder of She Profits Now, a professional services firm, and the creator of the Financially Fabulous Coaching Program, Christyne combines expert financial services with a holistic coaching approach to help retailers optimize their business operations.

She Profits Now offers specialized financial services, including bookkeeping, tax planning, and business valuation consultations, providing clients with actionable data and insights to drive profitability. The Financially Fabulous Coaching Program focuses on helping entrepreneurs take a strategic, data-backed approach to financial decision-making, with a strong emphasis on mindset, profitability, and long-term business sustainability.

Pete Mohr

Simplifying Entrepreneurship

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Pete Mohr

Simplifying Entrepreneurship

Pete is a retailer, Certified Exit Planner, Kolbe Certified Coach, and business strategist who owns Shoetopia, a pair of independent shoe stores in Ontario. He works with owners across North America to build scale-ready, exit-ready businesses that deliver profit and freedom – so you can exit the business at maximum value, when you’re ready.

Simplifying Entrepreneurship helps business owners move from operator to owner using proven frameworks like the 6 Ps and the Leadership Trio, turning chaos into clarity so they can enjoy the life they’ve built their business to support.

Nick McHenry

OneShop Retail

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Nick McHenry

OneShop Retail

Nick began his journey on the retail floor and then spent 10 years working in wholesale for luxury brands such as Giorgio Armani and Philipp Plein. Nick’s favorite thing is helping brick-and-mortar retailers leverage digital marketing tools and connect with customers through shoppable video, photo, and text. All that, of course, leads to better customer relationships and higher sales conversions. As the Founder and CEO of OneShop, Nick is usually busy leading his team, but when he’s not, you can find him playing the drums or posting retail memes on TikTok.

Josh Zacchaeus

ProjectionHub

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Josh Zacchaeus

ProjectionHub

Joshua Zacchaeus is an experienced business leader, entrepreneur, and community builder with a strong background in business development, coaching, and strategic leadership. With over a decade of experience in organizational growth, consulting, and leadership training, Josh has worked with business owners, startups, and nonprofit organizations to drive impact and foster success.

Jennifer Ann Johnson

True Fashionistas

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Jennifer Ann Johnson

True Fashionistas

Jennifer Johnson is a renowned small business coach who empowers small businesses to achieve their goals without sacrificing their well-being. Once a national model and actress, she pivoted to build a $50 million+ resale empire with True Fashionistas, Florida’s largest lifestyle resale store. 

Jennifer knows the struggle of juggling business growth, personal branding, and a life you love. That’s why she built a roadmap for success, The Confident Entrepreneur. She is the author of the Amazon bestseller “Grace & Grit: Becoming a Confident Entrepreneur” and host of the award-winning The Confident Entrepreneur podcast.

Paul Erickson

Management One

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Paul Erickson

Management One

Paul Erickson presently serves as Director of Retail Education with Management One Inc. Widely recognized for his talents as a retail educator, Paul has conducted seminars and workshops at retail trade shows and has been featured in Fortune Magazine, Women’s Wear Daily, MR Magazine, and on the CBS Evening News. Based out of Minneapolis, Minnesota, he has served retail clients throughout the United States and around the world.

Lindsey Roberts

HarQuin Bookkeeping

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Lindsey Roberts

HarQuin Bookkeeping

Lindsey Roberts is one of the nation’s top-rated QuickBooks Elite Pro Advisors and the owner and founder of HarQuin Bookkeeping and Consulting Services. Her mission is to equip retail owners to grow their businesses sustainably and thrive in an ever-changing economy. Lindsey always welcomes the opportunity to share her expertise and help business owners achieve their goals and reach their dreams.

HarQuin and their family of industry-specific brands (retail, boutique, dance, gym, non-profit) has been providing affordable, quality bookkeeping, consulting, payroll, and sales tax services since 2008 and serve over 1000+ businesses yearly.

Ulla Hald

FAVES

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Ulla Hald

FAVES

Ulla Hald is the Founder and CEO of FAVES, a modern buying and planning platform helping independent retailers make smarter, more strategic inventory decisions. With a background in technology — including her early days at Apple — Ulla has spent her career building digital tools that empower businesses to work more effectively. Inspired by the creativity, resilience, and community impact of independent retailers, she created FAVES to bring clarity, confidence, and data-driven tools to the art of buying. Ulla speaks regularly on retail innovation, digital transformation, and the power of technology to support small business success.

Bob & Susan Negen

WhizBang! Training

READ BIO

Bob & Susan Negen

WhizBang! Training

Bob and Susan have "been there, done that," with a combined 40 years of on-the-floor retail experience. What they teach isn’t academic mumbo jumbo or high-brow theory but proven, money-making ideas that WORK for indie retailers. If you haven’t yet heard Bob and Susan speak, be prepared for a treat.

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