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.
21st Annual Sagebrush Social
Free Industry Event!!
📅 Date: Thursday, September 24
⏰ Time: 5:00 - 7:30 PM
📍 Location: Sagebrush Cantina | Calabasas, California
Join the Southern California electronics community for an evening of conversation, connection, and cocktails at the 21st Annual Sagebrush Social. This free event includes libations and appetizers and is open to buyers, planners, engineers, distributors, and manufacturer reps. All electronics professionals are welcome.
Microsoft 365 Training
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).
Never Forget to Follow Up Again (Without a Complicated System)
February 3, 2027 | 9:00 AM PT/11:00 AM CT
Description:
Learning outcomes:
Flag + reminder system that actually works
Calendar as a follow-up tool (not just meetings)
Simple “if they don’t reply…” manual system
Join today & start enjoying the benefits of being an ERA Member!!!
