Schedule Overview

1

Wednesday
April 19

(8am-4pm exclusively for Service Nation Alliance Members)

8:00 AM Breakfast
8:45 AM Welcome
9:00 AM Gary Upton
10:00 AM Bob Viering
11:00 AM Adding Services Panel
12:00 PM Lunch
1-4 PM Flawless Execution | Afterburner Workshop


6:00 PM Beach BBQ at the Sirata Coconut Palm Pavilion (all Service Roundtable members welcome)

2

Thursday
April 20

8:00 AM Breakfast
8:45 AM Welcome
9:00 AM Keynote Pat Fallon: Seven
10:15 AM Breakouts 1 (3 Options)
11:15 AM Discover Buried Treasure Panel
12 PM Lunch
1-3 PM It's 5:00 Somewhere
3:00 PM Ross Bernstein: The Champion's Code | Majestic Palm
4:15 PM Breakouts 2 (3 Options)


6:00 pm Margaritaville Shuffle at St Pete Shuffleboard Club (all Service Roundtable members welcome)

3

Friday
April 21

8:00 AM Breakfast
8:45 AM Welcome
9:00 AM Keynote Scott Christopher: The Levity Effect
10:15 AM Consultants Roundtable
11:00 AM Idea Storm
11:30 AM Matt Michel: Tsunamis of the Service Trades
Lunch on your own

**Schedule Subject to Change**

Alliance Day: April 19, 2017

Gary Upton: So What Does Today’s Homeowner Really Think?

The idea of research sounds…BORING!!  But the exciting information presented by Garry Upton will change your mind.  For example:  “What has changed about the homeowner’s mind-set since the “great recession of 2008”?   Knowing this information, you can better identify the wants and needs of that homeowner.  What about maintenance agreements?  Garry’s information will provide new ideas on an expanded service agreement package and best practices from the homeowner’s perspective.

 

1 + 2 = 4   The New Math of Adding Services (PANEL)

Profitable growth is always the goal. So, could adding additional services be one of the answers?  This panel of contractors will discuss the pros and cons of adding plumbing services to a company providing hvac services, or hvac services to a company doing plumbing, or electrical services to either or both.  In this session, hear the real-life stories of companies who have added services successfully and other stories where it was tried and didn’t work.  Then, you can make your own decision.

 

AFTERBURNER – Flawless Execution

In today’s business environment, it’s not about perfection – it’s about the relentless pursuit of flawless outcomes.  Flawless outcomes start with an execution process consisting of:  the Platform, the Purpose and the Process.  Together in small groups, you’ll have firsthand experience of the power of this Flawless Execution Cycle.

International Roundtable: April 20, 2017

Pat Fallon: Seven, the Difference Between the Difficult and the Impossible

As he watched an ESPN story on the World Marathon Challenge, Pat decided to step up and enter the Challenge to raise money for pediatric cancer research.  Despite the fact that at 48, he had never run a marathon.  And the World Marathon Challenge isn’t an ordinary marathon – it is 7 marathons, in 7 days, on 7 continents.  Pat shares how he achieved the impossible by reaching outside of himself with the help of a higher purpose.

 

Discover Buried Treasure – Why You Should Offer more than HVAC Equipment & Water Heaters (Panel)

Homeowners live in discomfort or inconvenience because they don’t know any different.  Whether it is cleaner air, quicker hot water in a shower, remote control of a home’s temperature, less or more humidity in the air, or purer water to drink, our industries have many products to make homeowners more comfortable.  This panel of contractors will provide real-life examples of how they have improved their profits and sales by selling products such as indoor air quality components, point of source water heaters, wifi thermostats and water filtration systems.

 

Ross Bernstein: The Champion's Code

Champion, professional athletes have a very unique DNA. After interviewing more than 500 professional athletes and coaches, Ross Bernstein discovered the same metrics and characteristics that were common among champions in sports were also common in peak performers in business. Learn how to look at your own DNA to identify the differentiators you possess that would lead customers to choose to do business with you.

Breakout 1

V. Mark Fadoul: Finish the Job...Fix The Water that Broke It!

With the concern about the quality of the water that we drink, what a great time to add water treatment services to your product offerings.  Mark Fadoul, Director of Business Development for Canature/WaterGroup will be the presenter of this idea generating break-out. With 30 years of experience in water treatment, 25 years as an owner of a successful water treatment company, his experience includes helping service contractors grow their businesses through water treatment solutions. 

 

 

W. Allen Brasington:

Clean Air, Clean Home…Clean Thoughts?

Allen Brasington, CEO/Co-founder of Air Scrubber Plus has 25 years in the IAQ Industry with a focus on increasing a contractor’s profits with IAQ products.  He will discuss how to develop your own "niche" and become your competitor’s nightmare. The secret is "providing more service than your competitors do."  It's not really about price, it's about service. The bottom line is successfully increasing your IAQ sales.

 

Thomas Dougherty: A Little Inspection CreateS Huge Profits

Providing service to a client can easily cost 40% or more of sales in direct labor and marketing.  Most techs only fix “the problem” and don’t increase add-on sales by conducting service-minded inspections.  This presentation will provide a simple 5 step approach that will boost average tickets and lower marketing costs.  Most importantly, YOU will be able to teach this 5- step approach to your techs.

Breakout 2

Brandon Jacob: Avoid Being Shark Bait — Get out with The LOOT

Opportunities to sell your contracting business have never been greater. However, today’s buyers have a different set of expectations and investment strategies than those of yesterday. In today’s world of buying and selling contracting business, its either fish or cut bait. Brandon Jacob will not only bring you up to speed on today’s current events, he will also take the deep dive into exactly what it takes to sell your business at unprecedented valuations. Recent negotiations with multiple investors enables Brandon to deliver up to the minute relevant information on what is today’s new reality.

Edgar Warriner: Hiring — Anchors Aweigh

It seems to be harder than ever to find “good” employees whether technicians, salespeople, or office staff.  This tip-filled seminar will cover the basics such as job descriptions and the right incentives.  Couple the basics with creative ideas such as using positive customer reviews to show the quality of your work place and the opportunity to grow both personally and professionally with your company.  Attending this seminar will provide a myriad of ideas to improve your hiring process.

 

Own Your Island – Community Involvement (Panel)

This panel of contractors will talk describe how each of their companies has given back to their communities because it is the “right thing to do.”  Each panelist can relate why the way his or her company is giving back is very personal.  Learn about Western Heating’s involvement in the Emily Effect, Hunter Heating and Air’s prayer link and Jerry Kelly’s Walk to End Alzheimer.  Be inspired and learn how community involvement inspires your employees and customers.

International Roundtable: April 21, 2017

Keynote scott Christopher: The Levity Effect — It Pays to lighten up

Humorist and corporate culture expert Scott Christopher debunks the myth that levity is somehow a frivolous non-issue and detrimental to an organization’s success. In a lively and hilarious speech, Christopher establishes the case for levity leadership.

Consultants Roundtable

Discuss issues that are important to your business in small groups with industry leading consultants including: Michael Bohinc, Joe Cunningham, Charlie Greer, Lou Hobaica, Chris Hunter, Vicki LaPlant, John LaPlant, Todd Liles, Steve Miles, Ed O'Connell, Ben Stark, and Edgar Warriner.

Idea Storm hosted by steve miles

Have a problem that needs a solution? Have an idea that you want to share with the crowd?

MATT MICHEL: TSUNAMIS OF THE SERVICE TRADES

What is the next wave that is coming? What should we be doing now and what should we prepare for?