Upcoming Events

While education is a key priority, we firmly believe in infusing a sense of fun and camaraderie into our events. We understand the importance of creating a welcoming and engaging environment where members can connect, build relationships, and enjoy themselves while expanding their professional horizons! From thought-provoking seminars to interactive workshops, tabletop shows, and owner forums, our events offer a balanced blend of learning, networking, and enjoyment. 

Wings Up for Cam - Celebrating the Legacy of a Legend

February 12, 2026 | 5:00 PM - 7:30 PM

We invite you to join us at Hangar Craft Brewing in Irvine, t to celebrate the life of Cameron English, with English Technical Sales. Cam was a leader whose humanity, passion and love for flight lifted our entire industry. Together, we’ll raise a toast for Cam and honor the lasting impact he made on the electronics industry.

This FREE event is for EVERYONE in the Electronics Industry. The social will continue as that is what Cameron would have wanted. A place for everyone to network and come together as one.

Sales Meetings that Convert: Microsoft Teams Essentials

March 24, 2026 | 9:00 AM PT/11:00 AM CT

Description: Run effective discovery, demos, and account reviews with Teams meeting tools like Breakout Rooms, Live Transcription/Intelligent Recap, and Webinars for customer‑facing events. 
Learning outcomes:  

·                     Set up webinars with branded registration and presenter bios for customer events.

·                     Use Intelligent Recap/Copilot in Teams to capture actions and follow‑ups.

·                     Practice Breakout Rooms to workshop objections or pricing scenarios. 

Video Prospecting Made Easy with Clipchamp

April 7, 2026 | 9:00 AM PT/11:00 AM CT

Description: Create short, personalized video intros and demo snippets buyers will actually watch. Learn the unified Clipchamp experience inside Microsoft 365 (Stream → Clipchamp transition) and how sellers can use it day‑to‑day. 
Learning outcomes: 

·                     Record, edit, caption, and share quick prospecting videos. 

·                     Use Cameo to present yourself inside PowerPoint slides you record.

·                     See how sellers in Microsoft’s adoption guide use video follow‑ups. 

Account Plans That Live Everywhere: Microsoft Loop

May 5, 2026 | 9:00 AM PT/11:00 AM CT

Description: Build simple, living account plans with Loop components that stay in sync across Teams and Outlook—notes, tasks, and status in one place for reps/manufacturers/distributors.
Learning outcomes:

  • Create a Loop workspace and drop portable components into Teams chats.

  • Use templates and real‑time sync to keep stakeholders aligned.

  • Know where Loop is headed and why governance matters.

“If No Reply, Then Nudge”: Power Automate Follow-Up Flows

June 9, 2026 | 9:00 AM PT/11:00 AM CT

Description: Move beyond manual flags—set conditional Outlook follow‑ups with Power Automate so nudges only send if no response is detected.
Learning outcomes:  

  • Build a basic “if no reply in X days → send follow‑up” flow.

  • Trigger Teams notifications for VIP emails.  

  • Browse starter templates for common email automations.

Pitch Faster: Copilot + PowerPoint for Sales Decks

July 14, 2026 | 9:00 AM PT/11:00 AM CT

Description: Draft outlines, tailor slides by persona, and embed quick video intros with Cameo—all while using Copilot to tighten messaging for customer‑ready decks.
Learning outcomes:

  • Use Copilot to generate a slide outline and speaker notes.  

  • Record short presenter videos and pair them with slides via Cameo.

  • Export/share and track views inside M365

OneNote for Sales: Notes, Evidence, and Action

August 11, 2026 | 9:00 AM PT/11:00 AM CT

Description: Keep discovery notes, competitor intel, and customer context organized with sections, tags, and quick links to files/meetings for faster prep. (General usage—no citation required)
Learning outcomes:

  • Build a repeatable notebook structure (Account → Meetings → Objections).

  • Use tags to surface open items and action lists.

  • Link to Teams recordings, Outlook emails, and collateral.

Territory & Task Management: New Planner + To Do

September 8, 2026 | 9:00 AM PT/11:00 AM CT

Description: Bring personal tasks and team plans together in the new Planner app (unifying To Do/Planner/Project for the web) and keep territory activity visible.
Learning outcomes: [

  • Create a simple sales plan with buckets, due dates, and assignments.

  • See bulk editing, status reports, and Project Manager agent previews.

  • Understand how Tasks in Teams consolidates your workload.

Channels that Sell: Files & Collaboration in Teams

October 13, 2026 | 9:00 AM PT/11:00 AM CT

Description: Structure account channels (General, Opportunities, Tech, Marketing), pin tabs (Planner, OneNote, SharePoint), and standardize “where work lives” for reps and partners. (Uses Teams platform conventions—no citation required)
Learning outcomes:

  • Design an account channel template and pin the right tools.

  • Use posts vs. chats intentionally to keep decisions visible.

  • Establish simple conventions for naming and versioning collateral.

Research Like a Pro: Microsoft Edge Collections & Screenshot

November 3, 2026 | 9:00 AM PT/11:00 AM CT

Description: Track competitive intel with Edge Collections and capture annotated screenshots of pages/spec sheets to share back with the team. (Web Capture is now “Screenshot” and supports inking & visual search.)
Learning outcomes:

  • Build Collections per product/competitor and sync across devices.

  • Use Screenshot (Ctrl+Shift+S) for full‑page and area captures with markup.

  • Share Collections or paste captures into OneNote/Teams.

Weekly Sales Huddles: Excel Dashboards that Tell a Story

December 3, 2026 | 9:00 AM PT/11:00 AM CT

Description: Build simple pipeline charts, win‑rate visuals, and rep scorecards from a clean, refreshable table—no heavy BI required. (General Excel usage; Power Query covered in Topic 6)
Learning outcomes:

  • Create pivot tables/charts from a “single source of truth.”

  • Add slicers (product, territory, stage) for interactive views.

  • Save/share to Teams and refresh weekly.

Everyday Copilot: Draft, Summarize, and Prep Faster

January 5, 2027 | 9:00 AM PT/11:00 AM CT

Description: Use Copilot in Outlook and Teams to draft prospect emails, summarize meeting recordings/threads, and prepare talking points—without losing your voice.
Learning outcomes:

  • Draft and refine emails with your tone and structure.

  • Summarize meeting recordings and produce action lists.

  • Adopt responsible‑use habits (verify facts, keep context current).

Join today & start enjoying the benefits of being an ERA Member!!!