Persuade : Using More than Influence

Featuring Scott Hogle

header-img2.jpg

Join us for an evening with Scott Hogle, Senior V.P. of Sales at iHeart Media and author of “Persuade, The 7 Empowering Laws of the SalesMaker”.

Persuade book 2.png

In today’s world, SalesMakers are not just in sales - they are everywhere and everyone. Scott will share with us the empowering laws that can persuade others and elevate our relationships. His new book, Persuade, The 7 Empowering Laws of the SalesMaker, inspires confidence and competence in presentation, and enhanced connections with others. A plethora of real-life examples offers insightful intelligence from sellers and executives at Facebook, Google, iHeart Radio, Amazon, New York Life, Hawaiian Airlines, Dell EMC, Microsoft Xbox, Clear Channel Airports, and Zillow.

Date: June 26, 2018
Time: 5:30-7:30pm
Price: $35 members / $45 non-members  

Location: Dave and Buster's 1030 Auahi Street Honolulu, HI 96814
Ticket price includes heavy pupu, drink ticket, and free parking!

scott hogle 2.png

Scott has over 25 years of experience in sales, management, and executive leadership. He is an author, speaker, and career broadcaster. Currently, he is a Senior Vice President of Sales for iHeart Media and a certified coach, speaker, and a Founding Member and trainer with the John Maxwell Company.

To find out more, visit www.smehonolulu.org

 

 

Hawaii-China Connection

How to navigate the world’s first and second largest economies

Screenshot - 3_29_18 , 3_36_48 PM.jpg
Manny_Pic_1.JPG

We’re thrilled to have international business pioneer Manuel Menendez as our speaker for the evening! Menendez advises Hawaii businesses on development strategies and sustainable economic development.

The evening will touch on four areas to boost success between Hawaii and the China market, which now has a GDP of 12Trillion USD and is the world’s second largest economy, after the U.S.

Ticket price includes pupu, drink ticket,
and one $15 power card.

We'll also be giving away prizes
after a special game session!

dc4532b6-9f98-4ddf-b52f-540903a3e24f2.png

Date: Tuesday, April 17, 2018
Time:  5:30pm - 8pm
Location: Dave & Buster's, Pa'ina Hale, Second Floor 1030 Auahi St
Ticket price: $40 for SME members; $45 for non-SME members & guests

BREAKING into the MARKET
How to understand and enter the China market with minimized risk, as well as how to market and sell to China and Chinese visitors in Hawaii.


KNOWING the LEGAL STRUCTURES
Understanding transaction methods and legal structures, including licensing and royalty deals, agent/sales representation agreement, distributors and more.

 
USING the TOOLS
How to successfully import to China and export from China, set up manufacturing, and more.

 
CONTINUING SUCCESS
Make meaningful educational agreements and Government relations between Hawaii institutions and China.

The Future of Communication

featuring Hawaii's Freshest Face

David Circle.png
Spectrum_Reach_RGB.jpg

Join Sales and Marketing Executives (SME) Honolulu and Spectrum to learn about the future of communications and cable in Hawaii. David Klein, Regional Vice President of the Pacific Region for Spectrum Reach, will give us insight on the true impact of the coming advancements in personal and business applications, as seen from the second largest cable company in the country*.

Prior to Spectrum, David has served as Vice President of Advertising Sales for an NBC-owned station. He led global advertising sales for Nokia-owned NAVTEG Media Solutions, helped launch location-based advertising on Garmin navigation devices, and was Division Vice President for Comcast Spotlight/Northwest.

*Spectrum Reach connects to 99% of Hawaii's cable television households (346,110 homes), and connects to "virtually everyone" via the digital market. (NCC, Q4 2017 Universe Estimates)

Date: Tuesday, February 20th, 2018
Time: 5:30 - 7:30pm

Location: Alohilani Resort Waikiki Beach
2490 Kalakaua Avenue, Honolulu, HI 96815 

Tickets: $55.00 for members ; $65.00 for non-members/guests

Tickets include a served 3-course dinner, with coffee & tea service. There will be a no-host bar available for the purchase of alcoholic beverages.

sponcer logos.jpg

2017 SPOY Luncheon

Join Sales and Marketing Executives (SME) Honolulu for our annual Salesperson of the Year (SPOY) Luncheon to celebrate our 2017 Honoree.

Date: Tuesday, March 13, 2018
Location: Sheraton Waikiki  - Hawaii Ballroom
Time: 11:00am Registration
11:45am Luncheon and Program Begin

 

Individual seats for this event are $125.00

Sponsor packages are available, with ten seats per table. 

Platinum Table - $5,000

  • Table of ten in a high-profile location
  • Complimentary full-page color ad in the program
  • Company logo on the video screens during the event
  • Verbal recognition from the podium
  • Company profile and logo in the program and on the SME website
  • Company logo on a banner in the foyer
  • Complimentary wine service during lunch
  • Hosted parking
  • Opportunity to provide company brochure or promotional premium at each attendee’s seat
  • One complimentary SME membership for one year
  • Diamond Head Theatre Private Event (hosted by First Hawaiian Bank) – April 4, 2018, Tickets for 2 guests, Reception and Show – “Nice Work If You Can Get It”


Gold Table - $3,000

  • Table of ten in a premium location 
  • Complimentary half-page color ad in the program
  • Company logo on the video screens during the event
  • Company logo in the program, on a banner in the foyer, and on the SME website
  • Complimentary seating for two at a future SME dinner meeting


Silver Table - $1,750

  • Table of ten
  • Company name listed in the program, on a banner in the foyer, and on the SME website
Donate

 

Honoring the 2017 Salesperson of the Year

image001.jpg
Picture (Device Independent Bitmap) 1.jpg

Eric K. Yeaman, President and COO, First Hawaiian Bank

Eric Yeaman joined First Hawaiian Bank (NASDAQ: FHB) as President and Chief Operating Officer on June 22, 2015. He oversees the bank’s Retail Banking Group as well as its Strategic Planning and Investor Relations, Digital Banking, Enterprise Technology, Operations Services and Bank Properties Divisions. He is also a member of the bank’s Senior Management Committee.


Prior to joining First Hawaiian Bank, Mr. Yeaman was President and Chief Executive Officer of Hawaiian Telcom from 2008 – 2015 where he successfully led the company’s return to profitability and growth as well as its transformation to become Hawaii’s technology leader with the launch of Hawaiian Telcom TV, 1 Gigabit internet speeds, data center and advanced cloud-based services.


In 2008, he served as Senior Executive Vice President and Chief Operating Officer of Hawaiian Electric Company, Inc. (HECO) where he was responsible for the leadership of its day-to-day Oahu operations, energy solutions, public affairs, financial and administrative process areas. Prior to that from 2003 – 2008, he served as Financial Vice President, Treasurer and Chief Financial Officer of Hawaiian Electric Industries, HECO’s parent company. He was Chief Operating and Financial Officer for Kamehameha Schools from 2000 to 2003 and began his career leading numerous audit and consulting projects at Arthur Andersen LLP from 1989 - 2000.


Active in community affairs, Mr. Yeaman currently serves on the nonprofit boards of the Harold K.L. Castle Foundation and Friends of Hawaii Charities. Until recently, he was also on the nonprofit boards of The Queen’s Health Systems (the last 6 years as Chairman of the Board) and the Hawaii Community Foundation. In addition, he is a director of Alaska Air Group (NYSE: ALK), Alexander & Baldwin (NYSE: ALEX) and Hawaiian Telcom (NASDAQ: HCOM) and a member of the Hawaii Asia Pacific Association.


Mr. Yeaman was honored as one of the University of Hawaii Alumni Association Distinguished Alumni in 2016. He was also named Hawaii Business Magazine’s CEO of the Year for 2011. In September of 2010, he was inducted into University of Hawaii’s Shidler College of Business Hall of Honor. In 2004, Mr. Yeaman was recognized as the Financial Executive of the Year (Regional Award) sponsored by Robert Half International Inc. and the Institute of Management Accountants, as well as one of Pacific Business News’ Forty Under 40.


Mr. Yeaman was born and raised in Kona, Hawaii, earned his Bachelor of Business Administration degree (with distinction) in accounting from the University of Hawaii at Manoa and is a certified public accountant in the State of Hawaii.

We're making a SPLASH!

(Well, we hope the whales are!)
Join us for a special SME Members PLUS event to do some Sailing and hopefully, whale watching.

Screenshot - 1_11_18 , 1_42_52 PM.jpg

This event is open to SME Honolulu members and their guests.
Ticket includes drink, pupu, and a private sail!

Space is extremely limited to only 30 people! Buy your tickets today!

TICKETHOLDERS: Please arrive no later than 5pm.
We will set sail promptly at 5:15pm.

Date: Tuesday 1/23
Time: 4:30p - 6:30p
Ticket price: $25.00
Location: Kewalo Basin Slip E208 ; Boat name: "Caelestis"

Located at the dock perpendicular to Ala Moana Blvd. Please see the map: http://kewaloharbor.com/slip-information/slip-map/

sponcer logos.jpg

How to 'Make it or Break it' with One Presentation

ed9eb5_433f35b5272a4425a98dc2df0444deee.png
image001 (1).png

Join us and speaker Yancey Unequivocally, President of Empowered Presentations, to enhance the power of your presentations!

Presentations can either make or break your success in business; whether it be to a client, your team, or in social situations. Enrich your know-how and learn from real-life examples on how to captivate your audience.

Yancey has won several awards for her design work specializing in crafting custom tailored presentations to target the needs of an audience. These awards include "Top 25 Women Who Mean Business", "Best New Business and Innovative Business", "Best in Small Business", and features in Forbes. She has 'empowerednational clients such as Harvard, Red Bull, Cisco, and iHeartRadio, as well as startups including Blue Startups and XLR8UH.

$30 for members
$40 for guests
Free Parking

Limited Seating!

Date: November 21, 2017
Time: 5:30 - 7:30pm
Location: Honolulu Club

Ticket pricing includes wine tasting from Johnson Brothers Of Hawaii! 
Visit their website for more about their 29 years serving & growing to be one of the leading distributors of wine, spirits, and non-alcoholic beverages in Hawaii. johnsonbrothersofhi.com

Get Your Lucky Strike On!

An SME Members PLUS Event

 

Join Hawaii Sales and Marketing Leaders for a fun night of pau hana bowling! A special event for SME Members and Invited Guests at the premiere lanes of Lucky Strike Social.

20728918_1713328928963351_5799485500043604802_o.jpg

Tuesday, October 17th, 5:30-7:30pm
Lucky Strike Social (1450 Ala Moana Blvd Suite 3260)

Your ticket includes Drink, Pupu, and Unlimited Bowling
Including Bowling Shoes

Members: $35  Guests: $45

EARLY BIRD SPECIAL: All guests registered by October 10, 2017 will receive the Member ticket rate.

 

We have the lanes to ourselves, so come get your Lucky Strike on!

RSVP today! LIMITED SPACE AVAILABLE.

 

Thank you to our sponsors

sponcer logos.jpg

Kickoff Fall EVENT! Pam Chambers and her latest book "Not This Again!"

Top Challenges facing Hawaii Businesses

banner-t3v1.jpg

Fun & Interactive Real Time Event, with KAHOOT! 

Pam will be presenting her thoughts on how to make the workplace less challenging. "Not This Again!", her latest book addresses the top 18 challenges we face each day. In this presentation she'll aim to help you assess how to navigate repeated workplace challenges.

bannerv5v2.png

So, What Can You Do About it?


* Attend this sneak preview of the 18 challenges Pam has identified in Hawaii’s businesses. Her observations and conclusions are based on 31 years as a corporate trainer in Hawaii.

* Ask questions to address and solve problems, such as: 
“That problem? I don’t want to bring it up.”
“Should everyone hear about this, or just that ONE guy?”
“The same mistake again! Am I talking to a brick wall?” 

* Gain practical insight
“Pam Chambers offers practical tips and tools to help island folks address uncomfortable situations and difficult people, and to curtail defensive reactions.” ~ Glenn Furuya, Leadership Works

Includes Heavy Pupus and Drink

Wednesday, September 27th
5:00pm - 8:00pm


Dave & Buster’s Sports Lounge
1030 Auahi St, Honolulu, HI 96814
Validated Parking

$40.00 for members
$50.00 for non-members/guests

RSVP by: Tues. Sept 26, 2017

SME Honolulu @ BLUE NOTE HAWAII

Featuring the One and Only, WILLIE K !

Untitled-2.png

SME Members PLUS Event

Join Hawaii Sales and Marketing Leaders for a night of Food, Fun, Friends, and the sounds of Willie K! A special event for SME Members and Invited Guests at The Blue-Note.
 

August 15, 2017 5:15pm at Blue Note Hawaii

  • Your $40.00 ticket includes: Drink, Pupus, Tour, Performance and Private Reception

  • Private Reception with delicious Chef-made pupus & exclusive BlueNote tour, 5:15pm-6:15pm

  • Willie K Performance: 6:30pm-8pm

VERY LIMITED SEATING, RSVP today at SMEHonolulu.com or call 542-4945 to reserve a seat

Validated Parking

Hurry, tickets going fast!  Deadline for early price of $40.00 ends Monday, August 7. $50.00 after August 7.

 

Email david@dclivingston.com

Call 542-4945 today.

ADDRESS: Blue Note Hawaii
2335 Kalakaua Ave. Honolulu, HI

May 23: Engaging New Customers to Increase Sales

Ever feel like there isn't room for you in the crowded marketplace? Are your competitors edging you out? Undercutting your price? Is it sometimes hard to be true to your brand and still get your marketing message heard in the noise of all of the competition?  

Join us as Moses Aipa shares ways to maintain authenticity for your brand while engageing new audiences and increasing marketshare.

Moses Aipa spent the last 15 years at the creative helm of Incase, growing the company from a small tech start-up in San Francisco to a global provider of bags and accessories, who has become known for their artful design, connection to the creative class, and popularity across all demographics.

Be sure to join us to hear how he helped shape Incase to become a household name in one of the most crowded markets of the last decade where it could seem that everyone else was going faster, cheaper, and louder. He'll also share news of his exciting new project with the former CEO, Co-Founder of Incase. Don't miss it.

Feb 21: Designing & Differentiating Your Customer Experience

0eb1c29c-263b-4dd1-a737-aa179a731a5a.jpg

"You never really understand a person until you consider things from his point of view... Until you climb into his skin and walk around in it."  ~Atticus Finch, To Kill a Mockingbird

5:30-6:30   Networking
6:30-7:30   Dinner Buffet
7:30-8:30   Speaker

As products become more commoditized and business becomes more competitive, differentiating your brand requires more than promotions and clever marketing. It requires a profound level of customer empathy, from which you can craft a holistic experience that delivers on their expectations–the difference between disappointment and delight.

 


Victor Nguyen-Long is a Creative Strategist, Copywriter, and arts advocate, living in Washington, DC. He's a firm believer that marketing is simply sharing an idea you genuinely believe in with others. And over the past 15 years, he’s worked with the most prolific brands in the world doing just that: Nike, Cartier, Red Bull, and Coca-Cola to name a few. Before striking out on his own in 2016, he led digital marketing globally for Nike Sportswear, Nike's largest footwear and apparel category, and was most recently GM of Experience Innovation at Audi of America. 

His fascinating career has led him to both scaling the ivory tower developing 30,000-foot marketing strategy as well as crawling in the trenches executing. And though most of his career has been on the client side, he’s lived the agency life as well, having been a Strategist at award-winning 72andSunny. His unique breadth of experience spans all forms of traditional and non-traditional marketing, consumer insights, experience design and innovation, and strategic planning. He now continues to work with some of his former brands and others, crafting and sharing their stories, while fighting to protect and elevate the DC creative community.

Dec. 1: SPIRITS of HAWAII

LIGHTS.  LAUGHTER. LIBATIONS.  LUCKY #.

It's inspiration for the holidays.  Local mixologists showcase custom holiday cocktails and mocktails, while the distillers’ company reps educate on how Hawaii’s libation market is promoted through the state, domestically and internationally.   Simultaneouly, the Sheraton’s award-winning culinary team will stimulate the palate with sweet and savory pairings.    

Everyone's a winner but someone will receive a little something extra in their stocking. Hawaiian Airlines is giving away 50,000 airline miles to make your holiday dreams come true. 

EVENT HAS BEEN MOVED TO THE KAUAI BALLROOM AT SHERATON WAIKIKI

DOORS OPEN 5:30PM

 

MAHALO TO OUR SPONSORS


THE TALENT

Joey Gottesman, Mixologist
Youngs Market Co.
pouring Rum concoctions

Dave Power, Mixologist
Southern Wine and Spirits of Hawai‘i
pouring Ocean Vodka creations

Mixologist from Maui Brewing company
pouring Maui Brew Island brewed ales and lager surprises

AND

Rayton Lamay, Master of Ceremonies
R10  Ray Lamay entertainment

Sept. 20: Influencer Marketing

MAHALO TO OUR EVENT SPONSOR

 
 

Tuesday, September 20, 2016
The Pacific Club

5:30-6:30 Networking
6:30-7:30 Dinner Buffet
7:30-8:30 Panel Discussion  

Influencer marketing has proven to be an effective marketing channel replacing other channels affected by the growing ad blocking movement. Key demographics are spending significantly less time in front of a TV, and they are consuming their everyday media content solely through social media channels, apps, and platforms. As viewership, audiences, and social platform growth continues to rise, so too will the ad dollars seeking to capitalize on the untapped reach and exposure of these marketing channels.   

Moderated by Daniel Ikaika Ito (Hawaii Business Magazine) 

Panelists:

  • Zak Noyle (Surf Photographer) 418k+ followers
  • Sam Custin (Hale'iwa Bowls) 40k+ followers
  • Grant Shindo (Frolic Hawaii) 24k+ followers
  • Malia Zannoni (Starwood Hawaii) 12k+ followers
  • Loryn Guiffre (Saks Fifth Avenue) 2k+ followers
  • Lindsey Higa (Pineapple Ice) 20k+ followers
  • Matt Bruening (Matt Bruening Label) 25k+ followers
  • Brooke Dombroski (BrooklynHawaii) 307k+ followers      

Aug 16: The Iconic Brand

Handling of an Iconic Brand: 
Planning the Pearl Harbor 75th anniversary

Tuesday, August 16th
5pm - 8pm
Moana Surfrider, Roof Garden
Pupu & no host bar

Iconic brands are tricky.  Especially those that touch individuals so deeply like The World Trade Center Bombing and the Attack  on Pearl Harbor.  How do you make it fresh and relevant, while respecting the past?  Is it a challenge to “celebrate” a day in history that is so devastating?  And what about the new generations who don't have an emotional bond to the event?  How do you reach them?  How do you use the latest online marketing channels to promote?

With almost 2 million visitors in any given year, the 75th anniversary of the attack on Pearl Harbor is set to break all past attendance records.  The inspiring Arizona memorial has been on the top of the must-see list of almost every visitor who comes to Hawaii for decades and with a calendar full of back-to-back celebrity events and ceremonies, December 1st - 8th will see a phenomenal influx of tourism dollars to the island from all over the world.

The promotion of this year’s event is in the hands of a veteran marketing and tourism expert.    Join us as Tony Vericella presents the committee’s approach to update the iconic brand, keeping emphasis on the historic reverence, while making this year’s event relevant to all.  Plus he’ll give an update on the many activities leading up to and surrounding the 75th Commemoration – including the 2016 Honolulu Marathon.  When you leave, you’ll be brimming with ideas on how your brand can cross-promote, compliment and collaborate with the celebration.  Join us.   

BONUS: With the perfectly situated lanais overlooking Kalakaua Avenue, you’ll catch a sneak peek of the nearly completed International Marketplace, due to open in late August.  Be one of the first to see it!


Tony S. Vericella is President of Island Partners Hawai`i and Luxe Travel Hawai‘i and the Senior Vice President of Business Development of MC&A, Inc., an event and destination management company specializing in corporate incentives and meetings; distinctive celebrations and social events; and exclusive, private groups from North America, Asia & Pacific, Europe, and Latin America.

Vericella has over 40 years of extensive leadership experience in all aspects of the Hospitality and tourism industry. His career in Hawaii began with Hawaiian Airlines and evolved to American Express Travel Related Services, Budget Rent a Car-Asia/Pacific and the Hawai`i Visitors and Convention Bureau.   He holds a bachelor of science in Biology & Chemistry from Purdue University, and an MBA, with concentrations in Marketing and Finance, from UCLA.  He has served on many for-profit and non-profit boards including international travel associations, local community organizations, and private educational institutions.  Tony and his wife Dana were married on O‘ahu in 1980, and have lived on the island since 1983.          

 

June 21: Sunset Sail

Tuesday, June 21
Sail Makani

1009 Ala Moana Blvd, Honolulu, HI 96814
Check-in starts at 5:00pm
Boat sails promptly at 5:30pm, returns 7:30pm

We are fore-going our regular land-locked meeting and headed out to the open waters.  Join us for a lazy summer evening sail:

  • Regularly $89, members and guests of SME receive a $50 rate.  
  • Includes Hot Island-Style Buffet Dinner and a complimentary drink ticket. *

To book, call 721-9167.  Limited availability.  If you have any questions, phone us at 808.927.9021 or email info@smehonolulu.org 

 

*Full bar on board for additional purchases; both cash and cards are accepted.

May 24: Empathetic Marketing

Tuesday, May 24th, The Kahala Hotel & Resort
5:30-6:30 pm: No-Host Cocktails and Networking
6:30-8:30 pm: Dinner & Program

 
Eventbrite - Empathetic Marketing: Rick Schmitz on Connecting to your Customer, an SME Honolulu dinner meeting


Featuring speacial Guest Speaker: Rick Schmitz, VP, Group Account Director
Hyundai CRM, Social Media and Digital platforms
INNOCEAN, Huntington Beach, CA

Rick Schmitz is the Group Account Director on INNOCEAN’s Specialty Team, focusing on Hyundai’s Online, CRM and Social programs.  As the 4th largest auto manufacturer in the world Hyundai is focused on innovating better ways to shop for, buy and own vehicles. INNOCEAN is Hyundai’s strategic partner in this quest. 

Prior to joining INNOCEAN, Rick led accounts in the digital and integrated disciplines at Saatchi & Saatchi, DeutschLA, Team One and David&Goliath. At Team One, Rick oversaw the rebrand and expansion of Flexjet, Bombardier’s fractional jet ownership division as well the development of branded content and digital experiences for Lexus.  In addition to his experience on Flexjet, Rick has extensive knowledge of the travel tourism and automotive industries , having worked with MGM/Mirage, AppleVacations Volkswagen and Toyota managing digital and integrated marketing campaigns. 

Early on in Rick’s career, he worked on projects based in the EAME and he holds a degree in Aviation Business Administration.

 



Vance Roley: 2015 Salesperson of the Year

Wednesday, April 20
Sheraton Waikiki

11:00 am: Registration opens
11:45 - 1:30 pm: Luncheon & Program

MAHALO TO OUR EVENT SPONSORS

 

 
 
  • Ameriprise
  • Bank of Hawaii
  • Cardinal Mailing Services
  • Cardinal Presort Services
  • Central Pacific Bank
  • David Heenan
  • Family Business Center of Hawai'i
  • Hawaiian Telcom
  • HEMIC
  • House of Finance, Inc.
  • Matson
  • Outrigger Enterprises Group
  • Pretika Corporation
  • Shidler Alumni Association
  • Starwood Hotels & Resorts

Each year, the Sales & Marketing Executives recognize one member of the community who greatly enhances the image of Hawaii and the quality of life.  This year, the association is proud to announce our 2015 recipient.  Praised for his vision and performance, Vance Roley is widely regarded as a significant contributor to the business community.  

Since the 1957 inception of the award, when Daniel S. C. Liu first accepted the title, SME has recognized over 50 leaders who have served to better our community in Hawaii.   We are proud to be able to add Roley's name to this distinguished list.  Join us as we recognize his vision, achievements and leadership at this esteemed annual event.  

V. Vance Roley joined the University of Hawai‘i Shidler College of Business as dean and First Hawaiian Bank Distinguished Professor of Leadership and Management, on January 1, 2005.

Among his accomplishments as dean, Roley partnered with alumnus Jay H. Shidler to bring two transformational private donations to the college. First in 2006, to name the college the “Shidler College of Business” with a $25 million gift, and the second in 2014 to increase Mr. Shidler commitment to $100 million making it the largest donation ever to the University of Hawai‘i from a private donor.

Under his leadership and with Mr. Shidler’s support, Roley implemented a strategic plan to transform the college’s facilities, programs and reputation. The improvements included: upgrading the college’s classrooms and building exterior; expanding programs and academic support; increasing internship and career opportunities; raising scholarships and faculty endowments through a matching fund program; providing research support; recruiting top faculty and students; and expanding alumni activities and participation globally.

In 2015, Roley was named Hawaii Business Leader of the Year at the Pacific Business News' annual Business Leadership dinner. He was honored for his leadership and vision in transforming the college into one of the top international business programs in the nation. 

Before joining the Shidler College of Business in 2005, Roley was the acting dean and the Hughes M. Blake Professor of Finance at the Foster School of Business at the University of Washington. He was a member of the faculty at the University of Washington since 1983, where he served as associate dean for academic and faculty affairs from 2000 to 2004.  Prior to that, he served as an assistant vice president and economist at the Federal Reserve Bank of Kansas City. He also spent a year as a senior staff economist for the President’s Council of Economic Advisers.

Roley served as a research affiliate and then a research associate with the National Bureau of Economic Research from 1980 to 1992. He also has served as an associate editor and on editorial advisory boards for several journals, including the Journal of Financial and Quantitative Analysis, the Journal of Economics and Business, and the Journal of International Financial Markets, Institutions, and Money. He also continued his relationship with the Federal Reserve Bank of Kansas City, where he served as a part-time visiting scholar from 1983 through 2000.

Roley has published 50 articles in finance and economics journals. Most of his research has focused on the term structure of interest rates, the stock market, and foreign exchange rates. His work has appeared in the American Economic Review, the Quarterly Journal of Economics, the Review of Financial Studies, the Journal of Finance, and the Journal of Monetary Economics, among other professional journals. In 1998, he was awarded the Merton Miller Prize for an article he co-authored in the Journal of Business.

Roley received a BA degree with majors in economics and statistics from the University of California at Berkeley in 1973. He became a member of Phi Beta Kappa at the University of California, where he was also awarded the Economics Departmental Citation in 1973. He received MA and PhD degrees in economics from Harvard University in 1976 and 1977, respectively.

March 22: Psychological Needs of Affluent People with Richard Weylman

Photography courtesy of David Livingston.

Want free tips from Richard?  Visit his blog and sign up for his free performance tips. 

  • Speaker Hall of Fame Inductee
  • Board Member of the U.S Luxury Institute
  • Author of three international best-sellers including the current CEO Reads bestseller, The Power of Why - Breaking Out in a Competitive Marketplace

Networking:  5:30-6:30 pm
Dinner:  6:30-7:30 pm  
Richard’s Presentation:  7:30 – 8:30 pm (with time for your specific questions)

Through his innovative strategies and prescriptive tactics Richard Weylman is internationally recognized as an authority on how to acquire more affluent and high net-worth clients and break out in a competitive marketplace. Chris Forbes, vice chairman of Forbes Media, refers to his work as “brilliant.”

In addition to his work as a former Rolls Royce executive & the former head of Sales and Marketing for The Robb Report, Richard has founded three businesses, two of which have been recognized as ground breaking in their sectors. Richard’s extensive writings are regular features on Wall Street Journal online, FORBES, Investor’s Business Daily, WORTH and Thompson-Reuter.

What Will He Actually Cover?  Proven Strategies & Specific Tactics you can use immediately including: 

  • What the affluent & wealthy really want today from ANY provider -
  • How to meet their expectations and desires
  • How they make the decision to work with you or NOT
  • The key things that are far more important than price
  • How to connect with every prospect and set yourself apart      

Note: If space is available, onsite registration adds $20.