April 7, 2026
9:00 a.m. – 3:00 p.m.
Iowa State University Memorial Union
Ivy Sales Innovation Summit
Innovation and Sales: Powered by AI, Driven by People
Innovation and Sales: Powered by AI, Driven by People
Join us at Iowa State University for the fifth annual Ivy Sales Innovation Summit, designed for leaders and teams committed to driving sales success and elevating business impact.
Keynote speakers and a panel discussion will explore the transformative intersection of artificial intelligence and human-centered sales strategy. Discover how to harness cutting-edge technology while maintaining the ethical foundations and personal connections that drive lasting business relationships. Attendees will gain:
- Practical strategies for integrating AI into your sales process.
- Insights on balancing innovation with ethical considerations.
- Real-world applications that put people at the center.
- Networking opportunities with industry leaders and current Ivy students.
This is a great event for company leaders, sales and marketing teams, sales-support positions in IT and data analytics, and human resource professionals. Bring your team and take advantage of special group pricing for teams of two or more!
The Ivy Sales Innovation Summit is a collaboration between the Ivy College of Business and Iowa State University’s Center for Industrial Research and Service.
On this page
Agenda
| 9:00 | Check-in and networking, with continental breakfast |
| 10:00 | Welcome from Raj Agnihotri, Raisbeck Endowed Dean, Ivy College of Business |
| 10:15 | Opening Keynote: “Recoded: Upgrade Your Business DNA with AI” What if your competitive advantage wasn’t about working harder, but about rewriting your business DNA? In this high-energy keynote, Susan Frew reveals how AI isn’t just another tech trend—it’s the business transformation that separates leaders from laggards. Drawing from her experience as a Fortune 20 international VP, INC 5000 CEO, and AI expert with 3000+ hours of training, Susan decodes exactly how smart leaders are using AI to save time, cut costs, and explode revenue. You’ll discover: The DNA framework: Practical strategies to integrate AI into your operations today. Real-world results: How one company saved $170K through strategic AI implementation. Your unfair advantage: Tools and tactics you can deploy immediately (no coding required). Ethics and risk: Navigate AI responsibly while staying ahead of competitors. This isn’t theory. This isn’t hype. This is battle-tested business transformation from someone who’s scaled companies, led international operations, and now teaches thousands how to compete on awesome with AI. You will leave energized, equipped, and ready to transform your business DNA. Because in today’s world, AI literacy isn’t optional. It’s survival. Video clip: Susan shares four critical tips for sales automation. |
| 11:00 | Break |
| 11:15 | Breakout Session A: Wading In to AI “AI in Sales: What It Is, What It Isn’t, and How to Use It Today” Large language models are becoming some of the most accessible AI tools for sales teams, yet they’re often misunderstood. This session cuts through the noise to explain how these systems work, where they add value, and why human judgment and context still matter. Paul Gormley will share a few simple, high-impact examples showing how affordable tools can support everyday sales work today. The focus is practical understanding and responsible use—highlighting how AI can strengthen the human side of selling rather than replace it. |
| Breakout Session B: AI Deep Dive In this interactive session, Susan Frew guides attendees through practical tools and real-world workflows that reveal where AI can meaningfully strengthen day-to-day business operations. This hands-on, Q&A-driven breakout prioritizes clarity over complexity, helping participants simplify processes, improve efficiency, and apply AI with confidence. Attendees will leave with clear, actionable takeaways they can implement immediately. | |
| 12:00 | Break |
| 12:10 | Lunch and networking |
| 1:00 | Lightning Talks: Ideas and Inspiration from Ivy Faculty “In a World of Digital Transformation: Let’s Explore External Social Capital” Ashley Goreczny, assistant professor of marketing During the pandemic, organizations believed that one of the key ways intelligence was disseminated internally was through watercooler talk, and that without employees in the office, this wouldn’t happen. However, this work challenges that thought process and suggests that, instead of worrying about internal social capital, managers should recognize and embrace the power of external social capital. “Generating Actionable Insights from Sales Call Recordings“ Andrew Crecelius, associate professor of marketing Sales call recordings are a promising data opportunity for organizations aiming to understand effective selling tactics, but extracting useful insights is not straightforward. This presentation provides a practical overview of how to learn from sales call recordings, with an application to politeness-based communication tactics in cold calls. |
| 1:20 | Panel Discussion: “Implementing AI: A Conversation with Sales Leaders” Moderated by Scott Fiene, interim director of the Ivy Sales Forum, the conversation will feature: Candy Bidler, vice president, Principal Financial Network Trevor Bollers, president, Letter B Global Technologies Ryan Talley, vice president of client growth, Velera |
| 2:00 | Break |
| 2:15 | Closing Keynote: “The AI-Human Edge” AI innovator and educator Bill Schmarzo explores how AI can amplify human expertise by supporting the same three-phase development arc seen in elite athletes, nurses, teachers, sales reps, and other top-performing professionals: from raw talent, to individual mastery, to elevating the performance of others. Drawing lessons from sports, this session shows why early performance metrics often mislead and how learning systems accelerate judgment, consistency, and team development. Bill will also discuss how to build Your Own Digital Assistant (YODA), an AI learning assistant designed to accelerate learning, reinforce mastery, and scale expertise by building on the human judgment that drives trust and results. Video clip: Bill challenges the common perception that AI’s main purpose is to automate jobs for productivity gains. |
| 2:55 | Closing remarks |
Speakers
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Susan Frew
Named an AI Thought Leader by LinkedIn Asia for her viral video on AI agents, Susan Frew is a recognized authority in practical, profit-driven AI strategies. As the owner of an INC 5000 company, Susan has led her business to 535% growth, earning 43 industry awards and securing a place among the top-performing enterprises in her sector.Susan’s career began in New York City’s fast-paced tech industry, where she developed expertise in navigating rapid innovation and digital transformation. She went on to become a general manager for two countries within a Fortune 20 telecom company, leading international teams, managing large-scale operations, and implementing growth-focused AI and technology solutions.
A TEDx speaker, sought-after emcee, and business coach, Susan simplifies complex AI concepts, making them accessible and immediately actionable for businesses of all sizes. As a “super user of AI,” she applies cutting-edge technology to both her professional speaking business and her home services company, demonstrating how AI can streamline operations, reduce costs, and drive exponential growth.
Susan’s expertise goes beyond theory—she lives AI daily. Whether through automation, predictive analytics, or AI-driven customer engagement, she transforms businesses with real-world AI solutions. Her passion for innovation has made her a trusted voice for entrepreneurs, industry leaders, and organizations looking to stay ahead in the rapidly evolving digital landscape.
Video clip: Susan shares four critical tips for sales automation.
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Paul Gormley
Paul Gormley works with business leaders to turn emerging technologies—particularly artificial intelligence—into practical, repeatable ways of improving how work actually gets done. Over 27 years with Iowa State University’s Center for Industrial Research and Service (CIRAS), he has partnered with companies on innovation, digital marketing, and AI adoption, helping teams move from curiosity to clear priorities and operational use. Paul’s work sits at the intersection of technology, process, and people. With training in both engineering and business, he brings a systematic approach to business problems—breaking complex challenges into usable components, evaluating tradeoffs, and focusing on adoption rather than theory. His day-to-day work centers on helping organizations integrate AI into existing workflows that support sales, marketing, and growth without disrupting what already works.
Beyond his direct client work, Paul helps shape AI capability more broadly across Iowa. He leads partner coordination for AI4Iowa, a statewide workforce AI training effort bringing together CIRAS, Iowa State University, the University of Iowa, community colleges, and industry partners. He also serves as director of the Iowa Artificial Intelligence Summit for Industry, working with business and technical leaders to ground emerging capabilities in real business needs and accelerate meaningful adoption.
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Bill Schmarzo
Bill Schmarzo recently retired as the customer data and AI innovation strategist at Dell Technologies, where he worked with Dell’s strategic customers to help them understand where and how AI and other intelligence technologies can unleash new sources of customer, operational, and societal value.Bill is the former chief innovation officer at Hitachi Vantara, where he was responsible for driving their data science and “co-creation” efforts. He received Hitachi Limited’s 2020 Solution Innovation Award for his ground-breaking work in data science and automated machine learning.
Bill previously served as chief technology officer at Dell EMC, where he formulated the company’s Big Data Practice strategy, identified target markets, developed solution frameworks, and led analytics client engagements using his Vision Workshop methodology, which links an organization’s strategic business initiatives with supporting data and analytics. As the vice president of advertiser analytics at Yahoo, Bill delivered analytics tools and actionable insights that optimized advertisers’ online marketing spend.
Bill is the author of several books, including Big Data: Understanding How Data Powers Big Business; Big Data MBA: Driving Business Strategies with Data Science; The Economics of Data, Analytics, and Digital Transformation; AI & Data Literacy: Empowering Citizens of Data Science; and The Art of Thinking Like a Data Scientist. His latest book is The AI-Human Edge: Winning with Intelligence Technologies—On the Field and Beyond.
Video clip: Bill challenges the common perception that AI’s main purpose is to automate jobs for productivity gains.
Registration
- This event is open to the public. Single tickets are $199 through Feb. 27 (early bird price), then $249.
- Take advantage of special group pricing! Get $25 off each ticket when you register two or more people at the same time.
- Registration fee includes continental breakfast and lunch.
- Registration closes March 31.
Connect with us
Suzanne Lyndon
Event Planner
slyndon@iastate.edu
515-294-1504
CJ Osborn
Director of Business Services and
Project Manager, CIRAS
cjosborn@iastate.edu
641-840-0505
Scott Fiene
Interim Director, Ivy Sales Forum
sfiene@iastate.edu
515-294-8110