WHY ATTEND?
The purpose of the PDI Customer User Group meeting is for PDI users to get together and discuss issues, share ideas, and network with other PDI customers. The forum allows users to learn and teach best practices, collaborate with each other, and provide feedback to PDI on future software strategies. The content is created and facilitated by your customer steering committee, made up of volunteers from PDI customers.
What
you’ll do
The
user group meeting is an open environment for users of PDI solutions to:
- Discuss product-level topics and broader industry
challenges
- Exchange insights, tips, and best practices with your
peers
- Collaborate with and provide feedback to the PDI team
- Influence the PDI product roadmap and future
development strategies
What
you’ll cover
The
meeting will include the following topic areas:
- PDI product roadmap and strategy
- Customer-led presentations
- Roundtable discussions on topics such as Accounting, Pricebook, IT, Daily Reporting, Order Desk, Integration, Logistics, Automation, Card Processing, Financials, Loyalty, Tobacco Solutions, Payments and more...
How
you’ll benefit
By participating, you’ll be better positioned to:
- Maximize your current PDI technology investments
- Leverage practical tips and best practices
- Resolve potential issues before they impact your business
Floor Plans
FEES
ONE TIME COMPANY RATE | + | INDIVIDUAL PER PERSON RATE | |
Retail Only Meeting | $1,595 | $895 | |
Wholesale Only Meeting | $1,595 | $895 | |
Retail & Wholesale Meetings | $2,195 | $1,350 |
Payment: Each company will be charged a one-time fee, depending on which meetings they attend, plus the corresponding individual attendee fees. Attendees will be invoiced collectively as a company and payment is due upon receipt.
Cancellation Policy: Registrations may be canceled by January 31 without penalty; email lgagne@pditechnologies.com. Any cancellations occurring after January 31 are non-refundable and the per-person rate will be invoiced. At this point, financial meeting commitments will have been made.
WIFI ACCESS
MarriottBonvoy_Conference
WIFI Code: PDI2025
(Open Internet Browser {Microsoft Edge}, and allow it to redirect you to Access Page, where you enter in the WIFI Code.)
CONTENT QUESTIONS?
For Retail questions, contact either:
Becky Schall at Becky.Schall@circlek.com
Monica Lunde at MLunde@kwiktrip.com
For Wholesale questions, contact:
Rachel Townsend at Rachel.Townsend@carsonteam.com
Agenda
Monday, February 17
12:00 PM - 1:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:30 PM
1:00 PM - 2:30 PM
- Meeting Introduction - RCUG Steering Committee
- Ice Breakers - RCUG Steering Committee
- Retail Roadmap - PDI
2:30 PM - 3:00 PM
2:30 PM - 3:00 PM
3:00 PM - 4:20 PM
3:00 PM - 4:20 PM
- RSM Implementation experience with Will from RaceTrac
- Forms Best Practice Panel
4:20 PM - 4:30 PM
4:20 PM - 4:30 PM
4:30 PM - 5:30 PM
4:30 PM - 5:30 PM
- Feedback on past meetings (All Areas, Highest Ratings)
5:30 PM - 6:15 PM
5:30 PM - 6:15 PM
6:15 PM - 8:00 PM
6:15 PM - 8:00 PM
Tuesday, February 18
7:00 AM - 8:00 AM
7:00 AM - 8:00 AM
8:00 AM - 8:15 AM
8:15 AM - 9:15 AM
Retail CUG Breakout Session 1
Retail CUG Breakout Session 1
Retail CUG Breakout Session 1
9:15 AM - 9:45 AM
9:15 AM - 9:45 AM
9:45 AM - 10:45 AM
9:45 AM - 10:45 AM
- Rebate Manager - Jaydie Tatum
- Server Performance - John Miller
10:45 AM - 11:00 AM
10:45 AM - 11:00 AM
11:00 AM - 12:00 PM
11:00 AM - 12:00 PM
Retail CUG Breakout Session 2
Retail CUG Breakout Session 2
Retail CUG Breakout Session 2
11:30 AM - 1:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:30 PM
1:00 PM - 2:30 PM
- Welcome & Introductions
- Review Agenda
- Product Roadmap Discussion
Retail CUG Breakout Session 3
Retail CUG Breakout Session 3
Retail CUG Breakout Session 3
Retail CUG Breakout Session 3
- Welcomes and Introductions - WCUG Steering Committee
- Legal
- Update from PDI
- CP Focus Group Update
2:30 PM - 3:00 PM
2:30 PM - 3:00 PM
3:00 PM - 4:20 PM
3:00 PM - 4:20 PM
- Table Topics by Module - Jaydie Tatum & RCUG Committee
- Comdata - PDI
Customer Led Presentation - John McCargill
Wholesale CUG Breakout Session 1
Customer Led Presentation - Elle Cox
Wholesale CUG Breakout Session 1
Customer Led Presentation - Carole Cortinez and Janice Patrash
Wholesale CUG Breakout Session 1
Customer Led Presentation - Anthony Torlone & PDI Team
Wholesale CUG Breakout Session 1
3:00 PM - 5:30 PM
3:00 PM - 5:30 PM
- Jay Moore (CK)
Brief overview of PDI's Payments Platform and open discussion on pain points and best practices to grow customer loyalty and stabilize payment costs.
4:20 PM - 4:30 PM
4:20 PM - 4:30 PM
4:30 PM - 5:30 PM
6:00 PM - 9:00 PM
6:00 PM - 9:00 PM
Wednesday, February 19
7:00 AM - 8:00 AM
7:00 AM - 8:00 AM
8:00 AM - 9:15 AM
8:00 AM - 9:15 AM
- Experience Designer led by PDI
Overview of PDI’s newest product, PDI Experience Designer, our new, self-service loyalty-integrated Campaign Personalization Tool allowing for segmentation and targeted omni-channel messaging.
- Fintech Led Presentation - Becky Schall & Mark Kimber
- Customer Support
- Welcome
- Recap
- Speed Networking
9:15 AM - 9:30 AM
9:15 AM - 9:30 AM
9:30 AM - 10:30 AM
9:30 AM - 10:30 AM
- Tobacco Solutions led by Jessica Starnes (Weigel’s) + Joey Low (Citgo)
Retail CUG Breakout Session 4
Retail CUG Breakout Session 4
Retail CUG Breakout Session 4
Wholesale CUG Breakout Session 2
Wholesale CUG Breakout Session 2
Wholesale CUG Breakout Session 2
10:30 AM - 11:00 AM
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
- Employee Engagement led by Jessica Starnes(Weigel’s) + Chrissy Marzano (Newcomb Oil)
Discussing Employee Engagement Opportunities with PDI Loyalty.
- Wrap Up
- Feedback on sessions
- Planning for Connections
Wholesale CUG Breakout Session 3
Wholesale CUG Breakout Session 3
12:00 PM
12:00 PM
Retail CUG Meeting Concludes
12:00 PM - 1:00 PM
12:00 PM - 1:00 PM
Customers Only from 12:30 PM - 1:00 PM
Wholesale - Table topic Networking Lunch
1:00 PM - 2:00 PM
1:00 PM - 2:00 PM
- Data: Measuring KPIs and outcomes led by Thyra Landis (Folk Oil) + John Lutz (Toot n’ Totum)
- EBizCharge Presentation
2:00 PM - 2:30 PM
2:00 PM - 2:30 PM
2:00 PM - 3:00 PM
2:30 PM - 3:30 PM
Wholesale CUG Breakout Session 4
Wholesale CUG Breakout Session 4
Wholesale CUG Breakout Session 4
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
(Optional)
- Loyalty Focus Group
- Feedback on prototype of myPDI Promotions Portal
3:30 PM - 3:40 PM
3:30 PM - 3:40 PM
3:40 PM - 4:40 PM
Wholesale CUG Breakout Session 5
Wholesale CUG Breakout Session 5
Wholesale CUG Breakout Session 5
4:00 PM - 5:30 PM
4:00 PM - 5:30 PM
(Optional)
- Dashboards & Data Focus Group
- Feedback on prototype of myPDI Analytics Portal
4:40 PM - 4:50 PM
4:40 PM - 4:50 PM
4:50 PM - 5:20 PM
6:00 PM - 8:30 PM
6:00 PM - 8:30 PM
Thursday, February 20
7:00 AM - 8:00 AM
7:00 AM - 8:00 AM
8:00 AM - 9:15 AM
9:15 AM - 9:30 AM
9:15 AM - 9:30 AM
9:30 AM - 10:30 AM
9:30 AM - 10:30 AM
Customer Led Presentation - Elle Cox
Wholesale CUG Breakout Session 6
Customer Led Presentation - John McCargill
Wholesale CUG Breakout Session 6
Customer Led Presentation - Carole Cortinez and Janice Patrash
Wholesale CUG Breakout Session 6
Customer Led Presentation - Anthony Torlone & PDI Team
Wholesale CUG Breakout Session 6
10:30 AM - 11:00 AM
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
12:00 PM
12:00 PM
Wholesale CUG Meeting Concludes
Steering Committee
Manager, PDI Enterprise Technical Support
Pilot Travel Centers LLC
Wholesale CUG Steering Committee
Manager, Loyalty & Marketing Programs
CITGO Petroleum
Consumer Engagement CUG Steering Committee
Dir. of IT Applications, Solutions & Integr.
Carson Oil
Wholesale CUG Steering Committee
Loyalty & Digital Marketing Manager
Newcomb Oil
Consumer Engagement CUG Steering Committee
Director of Loyalty & Tobacco Category Manager
Weigel’s
Consumer Engagement CUG Steering Committee
No records found.