Proforma Holds Inaugural Annual Planning Retreats, Energize Summits

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Proforma (UPIC: PROFORMA) recently concluded its first Annual Planning Retreats, formerly known as Proforma’s Regional Meetings. The seven-city event connected Proforma owners with suppliers, and provided selling technique education and opportunities to network with industry experts. Rebranded as “Planning Retreats,” Proforma’s annual meetings featured a new format to facilitate more group sharing, collaboration and included motivational presentations from Greg Muzzillo, founder of Proforma, and Laura Scott, executive coach and president of 180 Coaching.

New this year, in conjunction with four Planning Retreat locations, were Proforma’s Energize Summits. The summits provided a platform exclusively for owners, sales representatives and Proforma’s preferred supplier partners to engage in “Million Dollar Idea Exchanges” to develop mutually beneficial growth strategies. Participants selling less than $1 million a year were paired together in these 20-minute, pre-scheduled meetings with suppliers, exchanging ideas and programs with at least $1 million in sales potential.

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