Upcoming Events
Our events are built around two things: professional development and genuine connection. Through seminars, interactive workshops, tabletop shows, and owner forums, members gain industry insight while building the relationships that make SoCal ERA more than just a membership — it's a community.
Register & Sponsor Today!
10th Annual Southern California Chapter ERA Golf Tournament
Supporting Veterans & Operation Homefront
📅 Date: Monday, August 31st
⏰ Time: 9:30 AM Registration | 10:00 AM Putting Contest | 11:00 AM Shotgun | 5:00 PM Dinner
📍 Location: Alta Vista Country Club | Placentia, California
Join Southern California ERA at Alta Vista Golf Course for a day on the course supporting Operation Homefront and the military families who've sacrificed so much for our country. All are welcome — bring your crew and come ready to give back.
Click here to get more details, secure your sponsorship, and register to attend today!
Microsoft 365 Training
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!!!
