Saturday, March 21, 2026 9am-5pm (lunch 12pm-1pm) and Sunday, March 22, 2026 9a-12pm

MergeComm in Motion: Building Real-World Automations That Work

From eResponse replacement to SMS alerts, learn, build, and launch smarter MergeComm workflows.

If you’ve ever wanted to make MergeComm do more, this workshop is for you. Over a focused 1.5-day, hands-on session, you’ll design, configure, and test the automations that keep your operation connected and efficient.

Led by industry experts Joe Belfeul of Anser and Joe Allen of Answer 365, this immersive workshop goes beyond theory. You’ll work directly in MergeComm, building and refining real workflows that matter most to your team:

• Configure MergeComm Email as a full eResponse replacement.
• Set up and test unsolicited SMS notifications and alerts.
• Automate agent dependent tasks like creating rotating on-call coverage without maintaining an on-call schedule, checking call forwarding, and more.

Bring your MergeComm license and a test email address and leave with live, functioning automations, detailed notes, and the confidence to deploy smarter workflows the moment you get home.

Sunday, March 22, 2026 9am-12pm

Grow Leadership by Design: Turning Instinct into a Scalable Advantage

An interactive workshop to help you build the leadership culture your business needs — by design, not by accident

Leadership isn’t missing in answering services — it’s often unspoken, informal, or unsupported. The people others turn to for answers aren’t always the ones with a title. Some were promoted because they excelled in one area but never had guidance on how to lead people. Others never sought leadership at all, yet still carry influence because their teammates trust them.

Through guided discussion and interactive working time, you will:

• A customized Leadership Blueprint that defines what “great leadership” looks like inside your business
• A clear plan for developing and supporting existing leaders
• Strategies to shift authority from dependency to empowerment, so growth doesn’t pause when you’re not in the room
• Practical tools and templates to embed leadership behaviors into daily operations

You’ll leave with a practical foundation and a clearer path to grow leadership by design, not by accident.

Sunday, March 22, 2026 2pm-5pm

Join our Emerald Sponsor, Amtelco , for a special session highlighting innovation and tools shaping out industry.

Keynote Speakers

 Jeff Butler is an author and workplace strategist who explores human behavior within the working world. After graduating with a computer science degree from UC Berkeley, he worked at various companies in Silicon Valley before starting his own which have included building web applications to analyzing technology trends. Jeff addressed companies like Google, Amazon, John Deere and Coldwell Banker. As a researcher and practitioner, he also runs a consulting company and a tech company, TrinityFix where he is able to test his ideas in different workplace environments. His ideas have made it to TEDx twice, appeared in dozens of media outlets including two books on human behavior:- The Authentic Workplace and The Key To The New You . Currently, he lives in Dallas, Texas as an out of place Californian.

For over twenty three years, Rick Lozano has been training, coaching, and speaking to audiences across the globe (virtually and in-person), unleashing leadership and team talent, and creating positive, engaged, and productive work cultures. As a world-class speaker, Rick knows how to engage an audience AND involve them in the experience! He’s the creator of unique frameworks that help people think and behave differently. He is the author of Acoustic Leadership: Develop A Leadership Culture That Resonates and the forthcoming book, Find Your Jam: Create Momentum, Unlock Potential, and Rock What’s Next. From Amazon to Wells Fargo, Rick has helped global brands in diverse industries create events that inspire. He earned his CSP (Certified Speaking Professional) designation through the National Speakers Association, a professional credential earned by only 18% of the thousands of professional speakers worldwide.

Agenda 

• Pre-conference Technical Workshop 
• Pre-conference Leadership Summit
• Amtelco U
• Opening Reception Sunday, March 22, 2026 
• Mike Leibowitz Memorial walks daily at 7am
• 3-track programming comprised of Operational, Technical, and Business content
• Knowledgable Keynote Speakers
• Multiple opportunities to speak with our vendors and exhibitors 
• NAEO Awards Luncheon on Wednesday, March 25, 2026
• SASA Cocktail Hour
• Link to full agenda coming soon!!