Strategy & Strategic Vision Track

Strategy and Communication

Craft Your Roadmap to Success at Next Level!

In the constantly evolving HVACR industry, planning for the future can seem daunting. The Strategy and Comunication Planning track at Next Level is designed to demystify this process, offering insights and strategies to help you chart a clear course for your company's future.

Our thought leaders will shed light on how to create agile business strategies, plan for seamless leadership transitions, and ensure the long-term sustainability of your business. Get ready for comprehensive sessions that will guide you through every aspect of strategic planning and succession, preparing you for any challenges that may come your way.

Strategy & Succession

Are you ready to build a robust and resilient business that thrives in the face of change? Set your course at Next Level – Register Today!

Featured Sessions of This Track

Level Up Your Communication: Inspire and Influence as a Leader!
Angie Snow, ServiceTitan

Are your conversations feeling more transactional than transformational? "Level Up Your Communication" and discover the keys to elevate your leadership through powerful and inspiring communication. This engaging session will equip you with four essential strategies to refine your communication and achieve greater impact. Strong leaders need the ability to communicate in a way that influences others and inspires and motivates them to take action. Transform your communication approach to become a more impactful and effective leader.

Angie Snow
Principal Industry Advisor, ServiceTitan

Snow is a Principal Industry Advisor at ServiceTitan, a home services management software company. She is passionate about helping contractors find innovative solutions that drive success. Snow has 15 years of experience building her own successful HVAC business in Utah, Western Heating & Air Conditioning, where she focused on marketing, finances, business development, and customer service/experience.

Snow was awarded the Service World Woman of the Year Award at Service World Expo in 2016 and named one of the Top Women in HVAC in 2022. She served on the Board of Directors for Women in HVACR for six years and strongly desires to improve and give back to the industry and open the doors for women in the home service industry. She is excited to serve as an advisor for WIPP (Women in Plumbing and Piping) and contribute to the organization's development. Snow is also on the board for LadyTitans, a Women's empowerment group for the trades, sponsored by ServiceTitan.

With a strong background and master's degree in education, Snow thrives on developing individuals. She has coached with Snow Business Coaching and the Go Time Success Group. She is a John Maxwell Certified Team Member specializing in helping clients with personal growth plans. As a certified coach, speaker, and trainer, she speaks at home service industry events and has been showcased in industry publications, podcasts, and webinars.

Redefining Leadership for 2023
Jeff Butler

Have you ever wondered why some employees continue to underperform while others become rock stars? Or better yet, is it possible to consistently turn new hires into a team linchpin? Imagine being able to lay out a roadmap for employees so that they are able to maximize their leadership ability without having to micromanage them. A path where employees feel empowered and want to contribute versus being obliged to by their overbearing boss. In this program, Jeff Butler reveals the roadmap that the most disruptive companies in the world are leveraging to maximize their employees’ leadership abilities. More specifically, how to create a team where leadership is encouraged and cultivated to the point where an entire organization benefits. Some strategies are commonplace, like instantiating strong management systems, but others are obscure, requiring a leader to truly understand how the mind works to unlock their employee's potential.

Learning Points:

  • The mental traps that hold back high-performing employees that attempt to move into leadership positions.
  • Discover the three employee levels and how to help employees climb the performance ladder.
  • Learn how to harness employee intrinsic motivation to maximize their leadership ability.

Jeff Butler

Butler is an author and workplace strategist who explores human behavior within the working world. His experience spans over 40 industries on four continents on how different cultures and employees interact with each other. He studies common threads of behavior in industries such as IT professionals, underground utility workers, police officers, clothing retail chains, and 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 can test his ideas in different workplace environments. His ideas have made it to TEDx twice and 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.

Finish What We Start 
Mel Arat, Mettle Flex, LLC

Finishing what you start is especially important in a business setting for a number of reasons. Firstly, not completing tasks or projects can result in lost revenue and damage the company's reputation. Clients and customers expect dependability and reliability from the businesses they work with. Secondly, failing to complete projects can lead to wasted resources, such as time and money, which can negatively impact a company's bottom line. Thirdly, in a business setting, not finishing what you start can also affect team morale and productivity, as unfinished projects and tasks can create additional work for others and lead to delays and missed deadlines. Lastly, when employees or team members see that their leaders are responsible and finish what they start, they are more likely to follow their example, leading to a more productive and efficient work environment. Key points:

  1. To set specific and achievable goals: Clearly define what you want to accomplish, and make sure your goals are realistic and attainable.
  2. To break tasks into smaller chunks: large tasks can be overwhelming, so break them down into smaller, manageable steps.
  3. To create a schedule: Establish a timeline for completing your task and stick to it as much as possible.
  4. To eliminate distractions: Identify and eliminate distractions preventing you from completing your task.

Mel Arat
General Manager, Mettle Flex, LLC

Arat holds a master's degree from Harvard University. He has taught Extraordinary Life Skills, Leadership, Innovation, Entrepreneurship, The New Trends in Business, Human Resources, Teamwork, and Communications at universities and businesses. He has given speeches at TEDx, LSE, and Congress at Harvard and in various countries such as Nepal, Maldives, Sri Lanka, Albania, and Japan. As the author of 12 books on business and self-help, he has worked as a consultant and trainer since 1996 for both SMEs and large corporations. He is also the General Manager of Mettle Flex provider of HVAC equipment and Flexible Air Ducts. He is also an amateur cyclist and mountaineer, having cycled worldwide and climbed Mount Ararat five times.

Coaching From the Front - How to Inspire a Team
Jim McCusker, Thryv, Inc.

Elevating a team to be productive, engaged, and successful is a skill that requires thought, planning, and clear execution. In our current climate, staying authentically connected with your team is paramount. In this session, hear from Jim McCusker, who has a 30+ year career leading sales teams through remarkable success and great adversity.

“Nobody cares how much you know until they know how much you care.” How do you get a team to trust and respect you? To follow you? We will explore the ‘whys’ of leadership and how you can maximize your strengths and enhance your opportunities.

Jim will share his core principles on leadership, from day-to-day interactions to bigger conversations.

  1. Goal setting to achieve potential.
  2. Setting clear expectations and measurements.
  3. Ongoing feedback and support.

Emotional Intelligence, or EQ, is one of the cornerstones of leading and inspiring. Understanding how to listen and connect with your team no matter your leadership style. Jim will share his ‘Coaching Carousel’ – a step-by-step guide to enhance your ability to inspire and motivate your team to the next level.

Jim McCusker
Chief Revenue Officer and Executive Vice President, Thryv, Inc.

As Thryv’s chief revenue officer and executive vice president, McCusker is responsible for our inside and outside sales, including sales strategy, planning, and execution. He previously served as the company’s vice president of expansion channel sales. Before joining Thryv, McCusker was president and chief sales officer of Hibu (formerly Yellowbook), overseeing U.S. operations and media/advertising sales. He began his career at Yellowbook as a sales rep in 1990, gradually progressing through several sales leadership roles (including vice president and chief of sales). During his tenure, he assisted in driving the company’s digital transformation and propelled Yellowbook’s revenues from $70 million to $2 billion over ten years. He received his Bachelor of Arts in Business Administration from LaSalle University in Philadelphia.

Financials for People Who Hate Numbers
Bill Talbot, Go Time Success Group

Ever needed to use financials for an upcoming meeting or planning session? Ever wondered just what you're looking at or why? You're not alone! Join me, and let's unlock the mystery of what all those columns tell us! Financials will be explored in a way that really helps the uninitiated grasp where they were, where they are, and where they are going! See your financials in a new light!

Bill Talbot
Go Time Success Group

Talbot is a Business Consultant and Management Trainer with Go Time Success Group. His 23-year career in the trades has spanned from technician helper to general manager, one step at a time. His passion is helping build successful organizations by developing outstanding team members!

Learn More About the Other Tracks at Next Level:

Recruiting and Skill Development  |  Effective Team Leadership