Synergos Technologies, Inc. - 2019 PopStats Research Conference (General Agenda)

STI: PopStats™ - 2020 Research Conference General Agenda

March 23-25, 2020

The following is a general agenda for the STI: PopStats™ 2020 Research Conference and User Forum. Like last year, in addition to the listed events, we will be providing ample time for you to network with your peers in the research industry.

As in previous years, this year's agenda will be comprised of five major initiatives or series. With each series focused on a major theme:

  1. Research - The research series is a compilation of discussions and demonstrations by major retailers and developers of what they are doing at the home office or in the field to better understand their markets from a research perspective.
  2. Theoretical - In past conferences, we asked the audience if they would like to see more topics that were theoretical in nature. The overwhelming answer was, "Yes!" Therefore, topics relevant to market research, but perhaps still on the drawing board, will be presented for the audience to contemplate and discuss.
  3. Methodology - The most popular series last year by far was methodology. We reveal the intricacies of our methodology in developing the STI product line. This is not an infomercial, but rather, a detailed discussion of what makes our technology 'tick'! We believe the more the end-user understands the technology and its assumptions, the better they are prepared to use it.
  4. Technique - The technique series looks at specific research techniques. Techniques can range from the mathematical (indexing) to the practical (GIS).
  5. Management - The management series focuses on issues that affect the role of the research manager and tools they can use that will help their department flourish.

Listed below is a general time schedule for the confence:

Sunday - March 22, 2020

  • 6:00pm - 8:00pm: Pickup conference materials - Main Lobby (Look for the STI: PopStats™ Banner)

Monday - March 23, 2020

  • 7:00am - 8:30am: Hot Breakfast Buffet

  • 8:30am - 9:00am: Welcome and Opening Comments
    Robert Welch | Synergos Technologies, Inc.

  • 9:00am - 10:00am: Alternative Data and Analytics for Shopping Centers (Description)
    Karan Singh | Brookfield Properties

  • 10:00am - 10:30am: Morning Break (Beverage Service/Light Snack)

  • 10:30am - 11:30am: Beyond the Bottom Line – Applications of Machine Learning Outside of Revenue Forecasting (Description)
    Paige Stover | Forum Analytics

  • 11:30am - 1:00pm: Lunch and Networking

  • 1:000pm - 2:00pm: People Analytics - Wage Pressure Modeling and Sustainable Labor Practices for Retailers (Description)
    Dr. Wayne Gearey, Ph.D. | Emsi

  • 2:00pm - 3:00pm: The Right Tool For The Job (Description)
    Allyn Taylor | Velvet Taco

  • 3:00pm - 3:30pm: Afternoon Break (Beverage Service/Light Snack)

  • 3:30pm - 4:30pm: The Rapidly Changing World of Grocery - Is Site Location Research Relevant? (Description)
    John Tippetts | MTN

  • 4:30pm - 5:00pm: Closing Remarks for Day 1
    Robert Welch | Synergos Technologies, Inc.

  • 6:30pm - 7:30pm: Reception (Open Bar)

  • 7:30pm - 10:00pm: "Thank You Celebration Dinner" (Menu Service)

Tuesday - March 24, 2020
Breakout Sessions - 4 Tracks: B.I. Spatial, STI: PopStats™, Tetrad/Sitewise, and Trade Area Systems (TAS)
Disclaimer: Speakers associated with vendor tracks reserve the right to refuse entry to any attendee during the track session.

  • 7:00am - 8:30am: Hot Breakfast Buffet

  • 8:30am - 9:00am: Top Growth Markets for 2020
    Robert Welch | Synergos Technologies, Inc.

  • 9:00am - 9:30am: Market Planning (Description)
    Brian Quinn | Tractor Supply Company

  • 9:30am - 10:00am: Methods for Mapping Geospatial Data (Description)
    Kyle Day | Synergos Technologies, Inc.

  • 10:00am - 10:30am: Morning Break (Beverage Service/Light Snack)

  • 10:30am - 11:30am: Aspen Dental -The Healthy Mouth Movement Across Retail Real Estate (Description)
    Kristin Goedke | Aspen Dental

  • 11:30am - 1:00pm: Lunch and Networking

  • 1:00pm - 2:00pm: Site Location Research and Supermarket Acquisitions (Description)
    Christian Ormond | Ahold DelHaize

  • 2:00pm - 3:00pm: How Data Can Overcome Risk
    Mark Bowman |

  • 3:00pm - 3:30pm: Afternoon Break (Beverage Service/Light Snack)

  • 3:30pm - 4:00pm: Synergos Initiatives (Description)
    Kyle Day | Synergos Technologies, Inc.

  • 4:00pm - 5:00pm: Continued Customer Success / Requests For Enhancements (Description)
    Dale Honeycutt | Synergos Technologies, Inc.

  • 5:00pm - til: "Out on the town!"

  • 6:00pm - til: Tetrad Cocktail Evening - Invite Only (See Tetrad's Full Agenda)

Wednesday - March 25, 2020

  • 7:00am - 8:30am: Hot Breakfast Buffet

  • 8:30am - 10:30am: STI: Product Family in Action
    Robert Welch | Synergos Technologies, Inc.

  • 10:30am - 11:00am: Morning Break (Beverage Service/Light Snack)

  • 11:000am - 12:00pm: STI: PopStats™ Data Methodologies
    Robert Welch | Synergos Technologies, Inc.

  • 12:00pm - 12:30pm Closing Remarks

Speakers and Presentations

Alternative Data and Analytics for Shopping Centers
Karan Singh | Business Intelligence Data Architect | Brookfield Properties

In the contemporary era of retailers and restaurants being highly selective in the locales that they open new stores and doors, what tools, data, and insights do shopping centers have available to convince retailers to partner and open with them as opposed to an alternate center. Come learn what Brookfield Properties has leveraged, share your own insights, and leave with an analytics edge for your properties.

Aspen Dental - The Healthy Mouth Movement Across Retail Real Estate
Kristin Goedke | Director, Real Estate Analytics | Aspen Dental

Aspen Dental is a 20+ year-old company with over 800 facilities. All of which are built through a robust De Novo process. Aspen’s Healthy Mouth Mission is accomplished through their retail footprint and charitable giving.

Kristin will use this session to explain how Aspen has grown their current real estate process and data that is used to help the leadership team make educated decisions. Ultimately, you will see how Aspen plans to meet future growth goals for 2025 and beyond.

Continued Customer Success
Dale Honeycutt | Manager of Customer Service | Synergos Technologies, Inc.

Here at Synergos Technologies, we don’t only strive to be the most accurate data in the industry. We also strive to deliver the highest quality service to our customers. Dale will showcase how Synergos continues to improve the customer’s experience, and he will discuss future improvements and projects that customers can expect in the upcoming months. This presentation will show how we make our customer’s successful. This session will also include the "Request For Enhancements" forum.

Beyond the Bottom Line - Applications of Machine Learning Outside of Revenue Forecasting
Paige Stover | Senior Director, Research and Analytics | Forum Analytics

While some data sets are too small to be addressed with big data tools, there is often other overlooked data that can be combined to enhance those analyses. Paige will discuss some ways that her team is using big data and machine learning to enhance real estate forecasting beyond trade areas and bottom-line forecasting. She will provide a Machine Learning 101 on the various algorithms that her team is using to help you think about what objectives they could address in your organization.

Market Planning
Brian Quinn | Director, Real Estate Research | Tractor Supply Company

In Retail Real Estate Research, there is always a constant questioning coming from the field and from senior leadership – “how many locations can we open?” – “what level of transfer is reasonable?” – “how does any competitor impact us?” These are not just one-off questions, but ones that are constantly being asked throughout the year. Brian’s presentation will take you through a recent alternative method to evaluate in-fill opportunities for TSC’s National Store Expansion plan. He will also talk about opportunity rankings, and how the process has evolved for setting realistic strategies and expectations.

Methods for Mapping Geospatial Data
Kyle Day | Director of Data Products | Synergos Technologies, Inc.

An in-depth look at various ways to display and communicate data in a geospatial context. The presentation will primarily focus on methods that Synergos Technologies, Inc. uses in the evaluation and investigation of our current and potential data products. Topics covered will include: geospatial viewers, types of geospatial maps, types and considerations for thematic mapping, directional data, geospatial distortion and cartograms, and other geospatial chart types.

People Analytics - Wage Pressure Modeling and Sustainable Labor Practices for Retailers
Dr. Wayne Gearey | SVP, Data Science | Emsi continues its plan to move the needle on minimum wage. Additionally, a strong job market with a low unemployment rate is forcing businesses to increase wages for lower-skilled workers. PopStats™ provides descriptive demographic data to Emsi, a premier labor data and economic modeling company. Emsi uses PopStats™ to help retailers create predictive models to understand wage pressures, develop sustainable hiring practices, ramp up for seasonal employment, and expand or consolidate store locations.

The Rapidly Changing World of Grocery - Is Site Location Research Relevant?
John Tippetts | Principal | MTN Retail Advisors

Commerce is rapidly changing the way groceries go from the store to our homes. Like many other retail channels, the grocery industry is facing significant and rapid changes. Grocery distribution channels are expanding and changing the very way we shop. Is grocery brick and mortar dead? Several large grocery chains have scaled back or totally eliminated their real estate and research departments. Are they no longer building physical stores? We'll spend a few minutes discussing the statistics and trends that affect one of the very basic human necessities - eating.

The Right Tool for the Job
Andy Moncla | President | B.I. Spatial
Allyn Taylor | Chief Development Officer | Velvet Taco

Using PopStats™, Allyn Taylor of Velvet Taco can quickly identify his next best markets. By combining mobility location data with Mosaic segmentation, Allyn can identify where his best customer prospects are during the different parts of the day. All of this information, plus Chain XY’s restaurant data in Tetrad’s Sitewise, allows Allyn to quickly determine his next best sites.

Site Location Research and Supermarket Acquisitions
Christian D. Ormond | Director of Site Location | Ahold Delhaize USA, Inc.

In this presentation, Christian will share some of his experiences to help facilitate what a research group might encounter in a supermarket acquisition. How do retailers evaluate potential acquisitions, measure the legal risks, forecast sales for conversions, and finally, work with the FTC and lawyers to answer questions to resolve regulatory concerns? He will talk about some of the tools, presentations, and data used as well. Another topic he will walk through is some of the interesting aspects of an acquisition and history.

Synergos Initiatives
Kyle Day | Director of Data Products | Synergos Technologies, Inc.

A fresh look at new projects we have been exploring, investigating, and developing here at Synergos. Attendees will see soon-to-be-released projects meant to complement our main data products, and as well as some projects that are more conceptual. Attendees will also get an exciting peek at custom datasets that Synergos has added to its Colossus data library by customer request.

Tuesday's Break-Out Track Sessions

B.I. Spatial | Best Practices with Alteryx and Mobile Location Data
Andy Moncla | President
Jacob Moncla | Data Analyst
Elliot Wagoner | Data Analyst

Since early 2015, B.I. Spatial has invested heavily in developing appropriate uses of mobile location data, and Alteryx has been the tool of choice. Join B.I. Spatial for a series of presentations focused on utilizing Alteryx with UberMedia Mobility Data. Presentations will be made by the B.I. Spatial and UberMedia teams, as well as B.I. Spatial's clients.

Topics will include:

  • Basics – Geofencing Techniques that Work
  • Using Mobile Data for Cross Shopping Analyses – Multiple Techniques Offer Complimentary Insights
  • Using Alteryx for Report Preparation with Mobile Data – Build Once, Use Often
  • Preparing Mobile Data for use in Tableau – Heat Maps, Home Locations and Mosaic Distribution (All on the same Dashboard)
  • What’s newly available from UberMedia
  • Dealing with Big Data in Alteryx - Utilizing Macros/Apps and Hardware/Software Considerations when Your Data is in the Billions
  • Mining Mobile Data with Mosaic – Utilizing Frequency, Distance and Known Mosaic Segmentation to Better Asses Potential Sites

Have Alteryx questions or need some help? Jacob Moncla, Elliot Wagoner and Andy Moncla will be available. All three hold their Alteryx Advanced Certification.

B.I. Spatial - Providing strategic, tactical and technical business guidance through Alteryx integration and exploitation.

**** B.I. Spatial's Full Agenda ****


Tetrad/Sitewise | Sitewise: Expanding Your Imagination
Michael Simon | President
Alfred Jim | Chief Technology Officer
Stephane Bowen | Director of Client Services
Chris Awram | Client Solutions Analyst

This year’s Tetrad’s Sitewise Day will feature a format similar to last year's but with even better content! Tetrad track sessions will focus on the application of Sitewise in unique ways to expand your imagination of what more Tetrad can do for your organization. In addition to presentations on market research and site selection, learn how to expand the use of Sitewise, including applications for marketing and operations.

Tetrad will explore unique use cases featuring their new data partners and participate in workshops and round table discussions with topics such as:

  • Strategic Market Planning
  • Predictive Analytics
  • Massive Mobile Data
  • Geosocial Profiling
  • And more!

You will also get to see the Sitewise Roadmap for our upcoming features and platform enhancements.

If you've never attended, this is the perfect year to start! Not only will the presentations be extremely valuable, but this conference has always put a large emphasis on networking with your peers. There will be multiple networking breaks each day along with evening events to give you the opportunity to connect with other Sitewise users over a few cocktails and fantastic food.

**** Tetrad's Full Agenda ****


Trade Area Systems | An Insight On Getting The Most Out Of TAS
Hartwell Hooper | TAS | Vice President of Client Success
Lorie Williams | TAS | Vice President of Consulting & Analytics
Glenda Bemis | TAS | Director of Client Success
Dustin Stancil | TAS | Director of Business Development
Jesse Ferland | TAS | Technical Lead, Client Solutions
Lyden Foust | | CEO

After launching the TAS day concept at PopStats™ last year, we have made connecting with our users a top initiative. We’ve used what we learned along the way to develop another round of engaging, insight-filled, customer-centric sessions for this year's event.

When you attend TAS Day at PopStats™, you’ll hear from and engage with our collection of data experts from TAS, our data partners, and TAS users on topics such as:

  • Getting The Most Out Of TAS
  • Sharing Use Cases And Success Stories
  • Executing A Real Estate Market Plan
  • How A Data Warehouse Can Enable Better Insights

PLUS, a special session with our partners at on how using social media lifestyle data can supercharge your customer knowledge.

**** Trade Area System's Full Agenda ****

Be sure to follow Synergos Technologies, Inc. on LinkedIn, Twitter, and
Facebook to stay up-to-date on conference news and updates!


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