Contact Us
PSDA: P2P Summit

    Customer Service Representatives at P2P

    CSRs2_30.jpgAt PSDA’s P2P Technology + Innovation Summit, we are featuring an exclusive program to help educate and train customer service reps.

    Your CSRs are valuable, and as they grow and advance, so does your business. As part of the new CSR Program, PSDA is covering the registration fee and two hotel nights. All you need to do is send your CSRs to Indianapolis and we'll take care of the rest.

    Questions? Contact Martha O'Hanlon.




    "I thought the P2P Summit was a great experience, one that I would like to be able to take advantage of again. I feel that in most cases, CSR's are the ones who are responsible for the majority of the sourcing, at least in my company. With that said, I took so much away from this event that it can only make me better at what I do. Both the peer and vendor networking was amazing. I returned to work with a new sense of excitement about what I do!" —
    2017 CSR Attendee


    CSR Program Schedule

    Wednesday, October 17

    Time Activity
    1:00 p.m. - 2:00 p.m.              CSR Networking Meet Up
    2:00 p.m. - 3:00 p.m. Opening Keynote: Merging Generations                                                         
    3:15 p.m. - 4:45 p.m. Speed Networking in the Exhibit Lounge
    5:00 p.m. - 6:30 p.m. Game Night Reception
    7:00 p.m. CSR Participant Dinner

    Thursday, October 18

    Time Activity
    8:00 a.m. - 9:00 a.m.         Coffee in the Exhibit Lounge
    9:00 a.m. - 11:00 a.m. CSR Sponsored Meetings
    11:00 a.m. - 12:00 p.m. Aligning Sales and Customer Service to Build Profit and Strengthen Relationships
    Jim Fairbairn, Business Development Manager, Independent Folders
    Businesses are facing greater challenges than ever to keep sales up and customers happy. Aligning sales and customer service can set you apart from your competitors. In this session, learn how to increase customer loyalty, sales and productivity and provide value to your customers.
    12:00 p.m. - 1:30 p.m. Lunch in the Exhibit Lounge
    1:30 p.m. - 2:30 p.m. The Strategic Approach to Customer Service
    Beth Marston, Director of Sales, Navitor
    In this session, we will discuss the importance of strategic partnerships in the changing marketplace and unpack the tools to help you develop and solidify those partnerships for long term growth. This session will provide an understanding of how strategic partnerships can be the differentiator in your success, equip you with the tools to help you assess the highest potential partners for significant growth, and empower you with a road map to create value in each of your business relationships.
    2:30 p.m. - 3:00 p.m. Coffee in the Exhibit Lounge
    3:00 p.m. - 4:00 p.m. Navigating Conflict - Tips for Handling Challenging Professional (and Personal!) Situations
    Claudia St. John, President, Affinity HR Group, Inc.
    As any experienced CSR will tell you, dealing with challenging customers or aggressive sales professionals is part of the customer service role. Navigating these challenges can be risky and stressful. This session provides tools and techniques for understanding and recognizing different behavioral styles, improving emotional intelligence and managing stressful situations and effectively conducting critical conversations.
    4:00 p.m. - 5:30 p.m. Happy Hour in the Exhibit Lounge
    6:00 p.m. Optional Night Out in Indy

    Friday, October 19

    Time Activity
    8:30 a.m. - 9:30 a.m.      Coffee
    9:00 a.m. - 11:30 a.m. CSR Sponsored Meetings

    Register Now