Fall Meetings

Fall Meetings 2022

FOUR DAYS. TWO AMAZING HVACR EVENTS.

Air Conditioning Contractors of America is a non-profit association for HVACR professionals devoted to continuing education. ACCA’s Fall 2022 Meetings features two extraordinary events over the course of four days: one focused on Business Technology and Operations, and the other focused on Service Managers.

Participants will hear from industry-leaders, meet exhibitors, and engage with the nationwide ACCA community to share ideas and learn what’s new in the HVACR industry.

Business Technology & Operations

SEPTEMBER 12-13, 2022

Business Technology & Operations provides a high-level event that helps contractors navigate technology and operations challenges using expert insights, practical business solutions, and peer-to-peer networking. Explore the latest technologies and discover how you can use technology drive your organization to new levels of success.

Agenda »

Service Managers

SEPTEMBER 14-15, 2022

The Service Managers Forum helps leaders build professional teams and steer them toward common goals of customer delight and professional craftsmanship. Witness how internal systems, hiring practices, team coaching, implementing technology, offering the right incentives, and constant learning improves service excellence, productivity, morale, and leads to success.

Agenda »

 

BRING YOURSELF - AND YOUR TEAM!

There is something for everyone on the team, from your average business associate to your greatest Service Manager, providing the ultimate space for growth. Join us to access:

  • Exclusive opportunities to learn new business and technical information
  • A platform to connect with industry professionals from around the country
  • A chance to expand your industry knowledge with direct access to manufacturers, distributors, marketing professionals, and more - allowing you to grow in your position of work
  • The fight for industry standards of quality service and performance by becoming a strong performing service member

Exhibits & Sponsorship

ACCA Fall Meetings are THE place for you to find customers. Participants are decision-makers who are involved in the day-to-day business activities. They come together for inspiration, interaction, and innovation. These are excellent events that allow savvy companies to position themselves as a leader in the HVAC industry, discover new customers, and share solutions and services with the industry.

ACCA’s Fall Meetings offer tabletop sponsorships with close participant interaction and exclusive visitation sessions (snack breaks, receptions).

Contact Tom Murphy at sales@acca.org or (703) 824-8875.

Download Prospectus »   Download Floor Plan »

SAFETY & COVID

ACCA will follow local jurisdiction laws and regulations regarding COVID. We encourage individuals attending to refer to the guidelines and protocols the state and city publish prior to visiting ACCA Fall 2022 Meetings. Our top priority is to keep our members safe.

ACCOMMODATIONS

Baltimore
  • Hilton Baltimore Inner Harbor
    401 West Pratt Street
    Baltimore, Maryland 21201
  • Reservations: 888-225-9664
    Check in time: 4:00 PM
    Check out time: 11:00 AM
    Reserve Your Room
  • *Some dates are sold out. Check the Marriot Baltimore Inner Harbor across the street for more availability.

AGENDA

Monday, September 12, 2022 | BUSINESS TECHNOLOGY AND OPERATIONS

8:00 AM - 9:00 AM
Breakfast & Registration Open

Additional Information Coming Soon

9:00 AM - 10:15 AM
Opening General Session
Time Management Regardless of the Tech - Finding an Extra Hour Every Day
Randall Dean, MBA

Time Management Regardless of the Tech - Finding an Extra Hour Every Day

There are so many choices and options for managing your time, projects, tasks, people, and more — Microsoft Outlook & 365, Google Suite, smart phones & apps, and even still “old school” paper options. In this program, Randy Dean, MBA, The E-mail Sanity Expert(R), will take you through these options and share what he believes are the best techniques, strategies, and routines for being an effective time and project manager, regardless of the tech you decide to use. He will also “cruise” the different software platforms and options, including Microsoft 365 and Google Suite, as well as discuss synchronized set up with your smart phone & tablet devices. We’ll even talk a bit about paper! During this program, you can see your options, and following the program, pick the option that is best for you for both work and life management.

Randall Dean, MBA, is the author of the recent Amazon.com #1 E-mail Bestseller, Taming the E-mail Beast, as well as the producer and creator of several highly-rated video-based self-study courses. He has nearly 30 years of experience using and teaching an advanced time management/personal organization system, including systems for effective e-mail management, office clutter reduction, optimizing your Outlook and/or Gmail/Google usage, and getting the most from affiliated smart phone and tablet devices.

He has taught different versions of his time and e-mail management systems for many prominent organizations including Michigan State University, University of California Berkeley, Westinghouse Electric Company, Volvo, The Global Business Travel Association, the Graduate Management Admissions Council, The University of Pittsburgh, The Ohio State University, the Institute of Management Accountants, the National Association for Legal Career Professionals, and The Michigan, Indiana, Texas, and Iowa Societies of Association Executives for groups as small as five and as large as 550.

His speaking and training programs are consistently some of the highest-rated programs for the many conferences and clients he speaks for, including major conferences, Fortune 500 organizations, top universities, governmental agencies, and leading nonprofits — basically anyone struggling to better manage their time, e-mail, smart phone/tablet devices, Google productivity apps, and/or Microsoft Outlook. (And he makes these topics fun and engaging too!)

He has previously been interviewed by the Washington Times, Detroit News, The Globe and Mail, Business Week Online, and numerous other media outlets, including radio, television, newspaper, and blog sites. He is an active member of the National Speakers Association (NSA) and Michigan Society of Association Executives.

10:30 AM - 11:30 AM
Breakout Sessions Round One

Additional Information Coming Soon

You Have More Than One Option
Stephen Roche, Darren Kerr, and Michael Hellmer, USI Insurance Services

You Have More Than One Option
Finding, managing and keeping employees is key to every service business. There are as many ways to approach employee solutions as there are companies. Company culture can be your guide. Join Stephen, Darren and Michael as they walk you through various options available to enhance your business’ employee benefits options and more.

Stephen (Steve) Roche is an Executive Vice President with USI. He specializes in developing cost containment and optimization strategies for large self-funded clients, particularly in the areas of Pharmacy spend, stop-loss benchmarking and contract terms, Underwriting and Population Health Management. Prior to his current role, Steve served as the Employee Benefits Practice Leader for the South Florida offices for four and a half years with USI. His role was to manage the new and existing client experience for our four South Florida offices (Ft. Lauderdale, West Palm Beach, Vero Beach and Coral Gables) and support the team in delivering USI’s service model. He brings a broad scope of expertise in all areas of Employee Benefits and HRIS consulting, and has been a recognized leader in the industry for over 15 years. In addition to holding his 0215 (Life, Health & Variable Annuities) and 0220 (General Lines – Property & Casualty) licenses, Steve holds designations as a Chartered Healthcare Consultant (ChHC) and Registered Health Underwriter (RHU) with The American College. Steve has served on multiple national and local insurance carrier Broker Advisory Panels, and currently serves on the CFO Leadership Council Steering Committee.

Prior to joining USI, Steve was a Vice President and Employee Benefits Consultant, and later Employee Benefits Practice Leader, with Brown & Brown. Steve currently resides in Parkland, Florida with his wife, Audrey, and two children, Alexandra and Brodie.

Darren Kerr has over 30 years of experience in the field of risk management, claims handling and client representation providing customized insurance solutions for clients through Risk Management Analysis of their specific organization.

Prior to joining USI Insurance Service (USI), Darren spent over 11 years as an agency owner with Allstate Insurance in Pompano Beach, Florida. Darren spent the first 16 years within the risk management industry working as a claims adjuster and manager in various roles with Progressive Insurance and AIG. Darren has extensive experience in managing settlement processes for injury claims pre-suit and in-house counsel files along with Depositions/ Mediations for litigation claims involving severe injury claims with property components.

Darren graduated from Florida State University College of Business with a Bachelor of Science in Marketing. He is a Florida licensed Property and Casualty insurance broker (2-20) and holds Series 6 License-FINRA CRD#5661226 along with his Accident, Health, Life, Variable Life & Variable Annuity license (2-15).

Darren resides in South Florida with his wife of 23 years. His son is a recent graduate of the Kelley School of Business (Indiana University) while his twin daughters are seniors attending the University of Florida. Darren is actively involved in the Florida State Mentor program as well as a guest lecture each semester in the school of business at Florida State University.

Michael Hellmer is a Commercial Risk Consultant with USI. Michael strives to deliver improved coverage and lower total cost of insurance using specialized analytical tools to achieve customized client profiles.

Prior to joining USI Insurance Services (USI), Michael spent over 19 years in the financial services industries working in insurance and banking. He brings a broad scope of experience to help clients with complex risks and a successful history of creating innovative alternative program designs to significantly reduce volatility while lowering the total cost of risk. His prior professional experience includes roles in the banking industry within personal banking, business banking and branch management.

Michael graduated from Augustana College with a Bachelor of Arts Degree. He is a Florida licensed Property and Casualty insurance broker (2-20) and he also holds his Life, Health, and Variable Annuity license (2-15). Michael is a certified Construction Risk and Insurance Specialist (CRIS).

Michael resides in South Florida since 2001 with his wife of 29 years. His son is a recent graduate of Florida Gulf Coast University’s School of Entrepreneurship.

How To Think Big, In A Small Environment
Joe Lang, Comfort Systems USA

How To Think Big, In A Small Environment
Successful businesses not only embrace change, but they also lead it. The comfort we experience from doing things the way we’ve always done it, is exactly what makes us vulnerable. To stay ahead, we must embrace innovation, digital transformation, and security. Join Joe as he helps you learn how to think about using information systems to develop, leverage, and protect your company’s legacy.

Joe Lang joined and served as a Service Vice President for Comfort Systems USA from 2008-2016. In 2017 he took on the role of Vice President of Service Technology and Innovation. This role encompasses identifying and implementing technology and digital information to advance the customer experience of service operations in the commercial HVAC/R industry. Prior to joining Comfort Systems USA, he held roles of Branch Manager, Senior Service Manager, Sales Manager and Service Sales for York International and Johnson Controls. Joe attended Purdue University and received B.S degrees in Industrial Education and Industrial Technology.

11:45 AM - 1:00 PM
Roundtable Luncheon

Additional Information Coming Soon

1:15 PM - 2:15 PM
Breakout Sessions Round Two

Additional Information Coming Soon

Capture Business Using Technology
Shelly Matter, HB McClure and Crystal Williams, Lemon Seed Marketing

Capture Business Using Technology 
Join Shelly as she helps you learn how to research potential clients and create a custom plan to turn them into lifelong clients. Create a target business plan using technology that is already at your fingertips. Use your customer service software and even social media to your advantage. And, as a bonus, you can use some of these same tactics for employee recruitment! 

Shelly Matter. As Director of Business Development, Shelly is passionate about building strong, trusting relationships. Shelly works closely with the marketing team to make sure that our development strategy is aligned with the company’s goals for growth, both geographically and in vertical markets. 

As a servant leader, Shelly is focused on ensuring that every person she interacts with feels that they have been heard and knows that they are valued. She is invested in their success. Shelly is grateful for the many opportunities she's had and proud of my longevity in the industry as well as her community outreach efforts. 

Outside of work, Shelly and her family own an antique shop, Seventh + Lavender™. They love elevating local artisans and providing a sense of community. Shelly also enjoy spending time in the outdoors with her family, typically hiking or kayaking. 

Since 1914, HB McClure has served Central Pennsylvania with world-class commercial and industrial mechanical and plumbing services. Their teams average over 10 years of technical experience working on commercial HVAC systems including installation, service, and preventative maintenance. They are employee-owned, which means every employee has a vested interest in our collective success. 

Crystal Williams. With well over 10 years of marketing and employee engagement experience under her belt, Crystal has an out-of-the-box way of thinking that draws attention to her marketing strategies and community involvement. Her always enthusiastic attitude makes it easy to get excited and rejuvenated to grow your company. She is mom of two boys, member of the local Rotary Club, and loves to rock a bold, red lipstick. 

Take the Trouble Out of Troubleshooting
Wes Davis, ACCA

Take The Trouble out of Troubleshooting
Sometimes, technicians know what they're doing and they can troubleshoot systems efficiently and effectively. And sometimes, they just don't. If you found a simple and easy-to-use app, a "secret weapon", that helped you diagnose and troubleshoot equipment like a seasoned pro, would you try it? Join Wes as he walks through a great mobile app that can turn your techs into troubleshooting superheroes. PS. It also helps set you apart so you can sell more equipment replacements.

Wes Davis has served as the Director of Technical Services for the Air Conditioning Contractors of America since February 2011. He supervises the recognition of participants in the contractor accreditation program, confirmation of compliance with the programs requirements, and enforcement of correctional actions as necessary. Wes serves on several technical committees with the American Society of Heating and Refrigeration and Air Conditioning Engineers, and the Residential Energy Network. He wrote Bob’s House and served as committee secretary on three ANSI-recognized standards for Quality Maintenance, Quality Installation Verification Protocols, and Quality Homes.

Previously, Wes was the Manager of Technical Services where he served as the secretary for the ACCA Code committee and developed technical HVAC-oriented documents and presentations. Before joining ACCA, Wes was a licensed HVAC contractor in Hilton Head, South Carolina. He holds five different North American Technician Excellence certifications. Previously, he served in the US Army in a variety of communications-oriented assignments in four different countries.

A native of Oklahoma, Davis is a graduate of Southwestern Oklahoma State University with a B.S. in Business Administration. He and his wife Kimberly, reside in Fairfax, Virginia.

2:30 PM - 3:30 PM
Breakout Sessions Round Three

Additional Information Coming Soon

FACING CHANGE: A Force For Good in the Workplace
Marcia Christiansen, PECO Control Systems and WHVACR

FACING CHANGE: A Force For Good In The Workplace 

Because we gravitate to what is familiar it can make change hard and uncomfortable. Yet, how often do we stop to ask “does this really ad value?” This presentation is a discussion on how small changes in the workplace can improve workflow, processes and get people working toward continual improvement. Waste shows up as over production, defects, disorganization, poor process flow and waiting. It is hard to see and uses resources that can be reallocated to add value back. We will show you how a program for change works for our company and how it generates hundreds of improvements every year. Come see this simple implementation that can help your organization implement a continuous improvement program.    
Marcia Christiansen is the Business Unit Manager for PECO Control Systems, a manufacturer of thermostats for the HVAC, Industrial and Commercial Cooking industries. Marcia is a key technical resource for PECO and has both lead and shared in development of multiple new products. She has been in the industry for 29 years. In her current position she manages the controls business unit, along with PECO’s Manufacturer Representatives, Distribution Partners and OEM Accounts. 

Marcia attended Portland State and graduated with certificates in Project Management.  In addition to a love of the outdoors, her hobbies include cooking, playing music and camping in her 1957 Airstream Trailer. She lives in Portland, Oregon with her husband and three dachshunds. 

Google Analytics 4 is Coming - Are You Prepared?
Eric Thomas, Rival Digital

Google Analytics 4 Is Coming - Are You Prepared? 
In July 2023, Google will be phasing out Universal Analytics and will fully roll out Google Analytics 4. What does this mean? What should you be aware of before it arrives? In this presentation, Eric is going to share everything you need to know about GA4 in order to be prepared for the switch.  

Eric Thomas got his start in the industry as an apprentice for a commercial heating & air conditioning contractor in Virginia. From there, he received a bachelor’s degree in marketing from Western Kentucky University.
After graduation, he spent time working alongside the world’s largest home services franchisor doing digital marketing and website operations.
In 2020, he ventured off on his own to start Rival Digital – a digital marketing agency for HVAC contractors. Rival Digital specializes in helping business owners establish an online presence that produces a predictable lead flow, streamlines marketing & sales initiatives, and ultimately, builds a better future for their business
Eric is the host of the Smart HVAC Marketing podcast – an award-winning podcast that provides practical tips for business growth from industry leaders.
Outside of his professional life, Eric enjoys surfing, woodworking, and going for hikes with his wife and dog. 

3:45 PM - 4:00 PM
Break

Additional Information Coming Soon

4:00 PM - 5:00 PM
Breakout Sessions Round Four

Additional Information Coming Soon

Get Out of Your Own Way
Bryan Dodge, Dodge Development, Inc.

Get Out of Your Own Way
Customers ask for our help. When your systems make recruiting and supporting customers difficult, then you need get better systems. But how do you know what you need? Join Bryan as he takes you through alternatives to store bought, in the box solutions. Learn how having a custom built solution that handles your recruiting and project management needs can streamline your processes and make you more efficient.  

Take aways: 

  • Learn the advantages of having a custom-built solution versus an off the shelf one 
  • Learn where you can find qualified web developers and what questions to ask them  
  • See how having a “portal” based system that all departments can access, can tie together and streamline your operations 
  • See a proven customized system that helps recruitment in a difficult market 

Bryan Dodge’s 30+ years of experience teaching and inspiring people of all walks of life has made him one of the nation’s leading choices as a professional speaker/consultant. He incorporates experiences from his professional and personal life into each one of his presentations and has a unique ability to get the best out the lives he touches. 
 
After graduating from the University of Nebraska in 1980, he accepted a position with Elanco where he earned the prestigious “Mac Award.” After seven years with Elanco, Bryan started Results, Inc., a company to promote educational seminars throughout the United States and Canada. As his company grew to over 100 employees, he relocated to Dallas and added another division called Results Educational Network, which filled stadiums in six major cities and featured the most sought-after speakers and personalities. The knowledge he acquired and relationships he built from working with top executives evolved into delivering an increased number of in-house training and coaching sessions. After 12 successful years, Bryan sold Results, Inc. to pursue a full-time professional speaking and coaching career. 

Bryan Dodge probably holds the record for being the busiest communicator in America. His inspirational keynotes cover professional development, success habits of the wealthy, team-building/ leadership principles, negotiating skills, and much more. The underlying thesis of all of Bryan’s teachings is that “Life is too short not to be happy, and life is too long not to do well.” His programs are designed to accelerate professional/personal growth, and produce the favorable results people look for in life. 

The Good Life Rules: 8 Keys to Being Your Best at Work and at Play, published by McGraw-Hill (2009) The Principles of an Unstoppable Family Business; How Successful Family Businesses Think and Grow, published by Morgan James (2018) Becoming the Obvious Choice, published by Cornerstone Leadership Inc. (2001) 

For 8 years Bryan was the host of the “Build a Better You” radio program. The show aired on Dallas/Fort Worth’s premier radio station, KLIF570 every Sunday and has been featured on WBAP as well as No Boundaries Business Radio. During his show Bryan reaches out to his audience, inspiring them to strive for their goals and aspirations. 

Originally from Colorado, Bryan and his wife Margaret currently reside in the Dallas – Fort Worth area. They’ve raised three successful children that have grown and developed thriving careers of their own. Bryan, Margaret and family, still create time for each other— building on their philosophy that family always comes first. 

Online Shopping for HVAC? Is It Really Happening?
Paul Redman, Contractor Commerce

Online Shopping for HVAC? Is It Really Happening?
How to prepare and grow amidst the boom of online sales. Defend your (online) turf! You will learn trends and insights around online shopping for HVAC products and services and become familiar with strategies they can deploy to start selling more IAQ, Services, Memberships and equipment by leveraging their existing website and making it EASY for homeowners to choose to do business with their company.

Paul Redman serves as the Vice President of Sales for Contractor Commerce and the host of the industry leading educational podcast, Change Your Filter. Paul has spent his entire career working alongside contractors in multiple roles from manufacturing, distribution, marketing, and most recently helping contractors navigate the world of eCommerce.

5:15 PM - 6:15 PM
Reception

Additional Information Coming Soon

6:15 PM Onward
Open Evening/Sponsor Events

Additional Information Coming Soon

Tuesday, September 13, 2022 | BUSINESS TECHNOLOGY AND OPERATIONS

8:00 AM - 9:00 AM
Breakfast & Registration Open

Additional Information Coming Soon

9:00 AM - 10:00 AM
Breakout Sessions Round Five

Additional Information Coming Soon

Active Air Management - Your New IAQ Strategy
Alex Van Ballegooie, HAVEN IAQ

Your New IAQ Strategy
Is IAQ still relevant? Join Alex to learn best practices for positioning IAQ solutions post-pandemic. He will address Active Air Management and how it can your customer experience. And, we will demystify sensor technology for actionable insights and re-structuring your service best practices using remote access technology. You will leave with solutions you can actually implement.

HAVEN IAQ's head of sales, Alex van Ballegooie, has been entrenched in the HVAC industry for 10+ years. Alex is motivated by the desire to improve building performance, human health, and our impact on the environment. Besides influencing the direction of HAVEN IAQ's sales strategy, Alex's favorite part of the job is being in the field working directly with contractors motivated by the same desire to improve the industry.

Intro to Ads - Metrics that Matter: What are the Metrics I Can and Should Measure in Google Ads?
Katie Donovan, CAMP Digital

Intro to Ads - Metrics that Matter: What are the Metrics I Can and Should Measure in Google Ads?
When you commit to spending money for online advertising, you should have a success management tool in place to determine whether the campaign is successful. And it is not the same as the metrics for a mailer. Google can be notoriously difficult to navigate, and the reach is different from a postcard in someone’s hand. Join Katie and she will help you learn what metrics you can and should measure when using Google Ads. Leave with key data points you can count on.

Katie Donovan is Co-Founder and CEO of CAMP Digital. She is an industry leader in digital marketing, having earned a reputation for her superior customer management and focus, as well as a vast knowledge of Business Intelligence, Marketing Analytics and attribution. Katie's success in creating solutions that develop into strong companies has been centered around a passion for the customer, client relationships, and the desire to identify opportunities that provide her customers with a data-driven advantage. Her passion, combined with her ability to continuously challenge herself, drives her leadership and creates a unique blend of customer focus, analytics, and marketing experience.

10:15 AM - 11:15 AM
Breakout Sessions Round Six

Additional Information Coming Soon

Putting Your People First
Matt Marsiglio, Flame Furnace, Inc. & Dean Perez, CroppMetcalfe

Putting Your People First 
There are many different ways to use software to resolve common workplace dilemmas. A big one involves managing people. But in order to lead effectively, you need to plan how you want things to work. Join Matt as he walks you through some of the people-forward ways they use software to lead their crew and make everyone’s live easier. 

Matt Marsiglio has been the Operations Manager for Flame Heating, Cooling and Electrical, located in Warren, MI, since 2011. Flame installs more than 75,000 home comfort systems throughout Southeastern Michigan. Matt is a frequent speaker at ACCA's annual conference and the ACCA Service Manager Forum. In addition to his duties within the company, Marsiglio is an ambassador for the HVAC industry through his work as an instructor at Macomb Community College.

Dean Perez has been the Production Manager for CroppMetcalfe Services Warrenton Branch since 2017, and in the home services industry for the past 10+ years. His team has implemented practices resulting in 10% growth year over year since being part of the CroppMetcalfe family. A frequent attendee of ACCA Conferences for years, 

Dean enjoys the renewed excitement for our industry that comes with participating in the conferences. When he's not setting his team up for success, he appreciates spending time with his wife and 5 kids all while coaching local Little League Baseball. 

WHAT THE FUNNEL?! Where is Your Marketing Focused?
Brandon Rost, BeMarketing

WHAT THE FUNNEL?! Where Is Your Marketing Focused?
Marketing should be a series of relationship stages ultimately leading to a lifelong, mutually beneficial partnership. Keys are knowing your audience and exceeding their expectations once they commit. Join Brandon as he illustrates the marketing funnel and walks you through ways you can approach your marketing efforts to maximize your investment and improve your results.

An entrepreneur at heart with a passion for marketing, Brandon Rost founded beMarketing in 2010 and has grown the firm to one of the premier full-service Marketing Agency’s in Philadelphia. Brandon’s extensive background in marketing dates back to his earlier years when he worked for the NBA’s Philadelphia 76ers, managing their promotions and marketing efforts.

Since beMarketing’s inception, he has grown the firm’s advertising offerings to include social media, web development, and search engine optimization as well as media buying and public relations. Brandon has led beMarketing to become one of Philadelphia’s fastest-growing Marketing Agencies, offering clients a comprehensive marketing strategy. Recently, Brandon became a member of Philadelphia Business Journal’s 2022 class of 40 Under 40 professionals, awarded annually to the most talented and dynamic up and coming leaders in the Philadelphia and surrounding areas.

Brandon has built his business on relationships and shares his “get it done” mentality with everyone who knows him. He continues to seek and grow new revenue streams, including starting two additional companies; 9-ONE-1 Marketing which focuses on providing marketing solutions to emergency service providers as well as bePromoting, which is the region’s go-to for promotional products and branded apparel items.

Brandon is a proud graduate of West Chester University, where he earned his degree in Business Administration and Marketing. Outside of work, he enjoys playing and coaching soccer, attending concerts and music festivals, following Philadelphia sports teams, and spending time with his wife and their four children.

11:30 AM - 12:00 PM
Closing Session

Additional Information Coming Soon

Wednesday, September 14, 2022 | SERVICE MANAGERS

8:00 AM - 9:00 AM
Breakfast & Registration Open

Additional Information Coming Soon

9:00 AM - 10:15 AM
Opening General Session
Taking Ownership of Leadership
Bryan Dodge, Dodge Development, Inc.

Taking Ownership of Leadership  
When you are responsible for a team of people who are scattered to different job sites daily, it can be even more difficult to implement what you have learned about being a great leader. Join Bryan as he helps you implement leadership characteristics that are guaranteed to help you and your team become more successful.   

Takeaways: 

  • He will teach the OCG process that feeds better leadership outcomes 
  • You will learn the 9 BE Factors that supports building stronger teams 
  • Experience the growth formula that will enhance personal outcomes and allow positive growth to last  
  • The 6 laws of leadership  
  • You will learn what SSL is and how it builds a stronger legacy plus much more 

Bryan Dodge’s 30+ years of experience teaching and inspiring people of all walks of life has made him one of the nation’s leading choices as a professional speaker/consultant. He incorporates experiences from his professional and personal life into each one of his presentations and has a unique ability to get the best out the lives he touches. 
 
After graduating from the University of Nebraska in 1980, he accepted a position with Elanco where he earned the prestigious “Mac Award.” After seven years with Elanco, Bryan started Results, Inc., a company to promote educational seminars throughout the United States and Canada. As his company grew to over 100 employees, he relocated to Dallas and added another division called Results Educational Network, which filled stadiums in six major cities and featured the most sought-after speakers and personalities. The knowledge he acquired and relationships he built from working with top executives evolved into delivering an increased number of in-house training and coaching sessions. After 12 successful years, Bryan sold Results, Inc. to pursue a full-time professional speaking and coaching career. 

Bryan Dodge probably holds the record for being the busiest communicator in America. His inspirational keynotes cover professional development, success habits of the wealthy, team-building/ leadership principles, negotiating skills, and much more. The underlying thesis of all of Bryan’s teachings is that “Life is too short not to be happy, and life is too long not to do well.” His programs are designed to accelerate professional/personal growth, and produce the favorable results people look for in life. 

The Good Life Rules: 8 Keys to Being Your Best at Work and at Play, published by McGraw-Hill (2009) The Principles of an Unstoppable Family Business; How Successful Family Businesses Think and Grow, published by Morgan James (2018) Becoming the Obvious Choice, published by Cornerstone Leadership Inc. (2001) 

For 8 years Bryan was the host of the “Build a Better You” radio program. The show aired on Dallas/Fort Worth’s premier radio station, KLIF570 every Sunday and has been featured on WBAP as well as No Boundaries Business Radio. During his show Bryan reaches out to his audience, inspiring them to strive for their goals and aspirations. 

Originally from Colorado, Bryan and his wife Margaret currently reside in the Dallas – Fort Worth area. They’ve raised three successful children that have grown and developed thriving careers of their own. Bryan, Margaret and family, still create time for each other— building on their philosophy that family always comes first. 

10:30 AM - 11:30 AM
Breakout Sessions Round One

Additional Information Coming Soon

Service Managers MIX It Up
Matt Grizzard, ACCA

Service Manager MIX It Up
Contractors rave about ACCA’s MIX Group® program and how it has transformed the efficiency and profitability of their companies. Would it help you to connect with other non-competing service managers to share ideas, best practices and seek recommendations? Join Matt Grizzard for this interactive session where you will learn the value of MIX Groups®, provide your input and ideas around creating a group(s) just for service managers and potentially form a group during the session.

Matt Grizzard is ACCA’s MIX Group® Coordinator. He is by nature an ‘arranger’ and passionate about helping others connect and grow. He has over 20 years of trade association experience and more than ten years facilitating peer groups like ACCA MIX Groups®. Grizzard has been with ACCA since 2019 and in 2021 took on facilitation of an ACCA MIX Group®. He started his career as the manager of an independently owned True Value Hardware store where he developed his love for the trades.

Be in the People Building Business... HVAC is Not a Temporary Job!
Crystal Williams, Lemon Seed Marketing on behalf of McWilliams Service Academy

Be in the People Building Business… HVAC Is Not a Temporary Job!
Is your job advertising actually hurting you instead of helping? If what you really want is dedicated, well-trained individuals who will grow with your company, then you might need to change the way you advertise for your employment positions. Join Crystal as she highlights her family’s service academy, the McWilliams and Son Home Service Academy. She will walk you through how changing their approach to HVAC as a people-building career led to an increase in quality job candidates.

With well over 10 years of marketing and employee engagement experience under her belt, Crystal Williams has an out-of-the-box way of thinking that draws attention to her marketing strategies and community involvement. Her always enthusiastic attitude makes it easy to get excited and rejuvenated to grow your company. She is mom of two boys, member of the local Rotary Club, and loves to rock a bold, red lipstick.

11:45 AM - 1:00 PM
Roundtable Luncheon

Additional Information Coming Soon

1:15 PM - 2:15 PM
Breakout Sessions Round Two

Additional Information Coming Soon

Positivity Powers People
Shelly Matter, HB McClure

Positivity Powers People
Great relationships and teams are built using positive influence and reinforcement. Join Shelly as she explains how to use the power of positivity and the beneficial impact it has on clients and on your team. She will walk you through scientific facts and documented successes of businesses to illustrate positivity in action. And, you will leave her session with useful actions you can take to be a positive influence in your company.

Shelly Matter. As Director of Business Development, Shelly is passionate about building strong, trusting relationships. Shelly works closely with the marketing team to make sure that our development strategy is aligned with the company’s goals for growth, both geographically and in vertical markets. 

As a servant leader, Shelly is focused on ensuring that every person she interacts with feels that they have been heard and knows that they are valued. She is invested in their success. Shelly is grateful for the many opportunities she's had and proud of my longevity in the industry as well as her community outreach efforts. 

Outside of work, Shelly and her family own an antique shop, Seventh + Lavender™. They love elevating local artisans and providing a sense of community. Shelly also enjoy spending time in the outdoors with her family, typically hiking or kayaking. 

Since 1914, HB McClure has served Central Pennsylvania with world-class commercial and industrial mechanical and plumbing services. Their teams average over 10 years of technical experience working on commercial HVAC systems including installation, service, and preventative maintenance. They are employee-owned, which means every employee has a vested interest in our collective success.

Building a Better You
Bryan Dodge, Dodge Development, Inc.

Building a Better You 
When you spend the majority of your time training your team, sometimes you forget to take time to work on your own skills. Bryan will show you simple ways to build your own professional and personal skills that will help you lead your team to favorable and profitable results. 

Takeaways: 

  • The three enemies that take away your ability to focus 
  • Learn the EAT philosophy to overcome those enemies 
  • Three key questions that build a better you 
  • Why to set goals and nine true benefits 
  • Time control strategies on how to get the day to work for you instead of you working for it 
  • Three steps to build a better you 
  • Two emotions that allow growth change to be possible 

Bryan Dodge’s 30+ years of experience teaching and inspiring people of all walks of life has made him one of the nation’s leading choices as a professional speaker/consultant. He incorporates experiences from his professional and personal life into each one of his presentations and has a unique ability to get the best out the lives he touches. 
 
After graduating from the University of Nebraska in 1980, he accepted a position with Elanco where he earned the prestigious “Mac Award.” After seven years with Elanco, Bryan started Results, Inc., a company to promote educational seminars throughout the United States and Canada. As his company grew to over 100 employees, he relocated to Dallas and added another division called Results Educational Network, which filled stadiums in six major cities and featured the most sought-after speakers and personalities. The knowledge he acquired and relationships he built from working with top executives evolved into delivering an increased number of in-house training and coaching sessions. After 12 successful years, Bryan sold Results, Inc. to pursue a full-time professional speaking and coaching career. 

Bryan Dodge probably holds the record for being the busiest communicator in America. His inspirational keynotes cover professional development, success habits of the wealthy, team-building/ leadership principles, negotiating skills, and much more. The underlying thesis of all of Bryan’s teachings is that “Life is too short not to be happy, and life is too long not to do well.” His programs are designed to accelerate professional/personal growth, and produce the favorable results people look for in life. 

The Good Life Rules: 8 Keys to Being Your Best at Work and at Play, published by McGraw-Hill (2009) The Principles of an Unstoppable Family Business; How Successful Family Businesses Think and Grow, published by Morgan James (2018) Becoming the Obvious Choice, published by Cornerstone Leadership Inc. (2001) 

For 8 years Bryan was the host of the “Build a Better You” radio program. The show aired on Dallas/Fort Worth’s premier radio station, KLIF570 every Sunday and has been featured on WBAP as well as No Boundaries Business Radio. During his show Bryan reaches out to his audience, inspiring them to strive for their goals and aspirations. 

Originally from Colorado, Bryan and his wife Margaret currently reside in the Dallas – Fort Worth area. They’ve raised three successful children that have grown and developed thriving careers of their own. Bryan, Margaret and family, still create time for each other— building on their philosophy that family always comes first. 

2:30 PM - 3:30 PM
Breakout Sessions Round Three

Additional Information Coming Soon

Panel: Build the Ideal Service Manager
Classic Air's One Hour Air Conditioning and LCS Heating and Cooling
Build the Ideal Service Manager 
Sometimes it is difficult to know who is the best candidate for a position. Wouldn’t be easier if you could go down a checklist of the qualities the position requires (and see the things you wish to avoid) while you are interviewing a candidate? Let’s build one together. Bring your must-haves and don’t wants to this session and together we will create an ideal service manager checklist to get you started.
Improving Productivity and Profits with Connected Diagnostic Tools
Bill Spohn, TruTech Tools

Improving Productivity and Profits  with Connected Diagnostic Tools 
You’ve done the training and your technicians are capable of completing every job. But you can help them improve their productivity with connected diagnostic tools. This lowers your overhead and increases your profits. This session with Bill will give you tips on using the latest diagnostic tool innovations to your advantage. 

Bill Spohn is President and owner of TruTechTools.com. He holds a bachelor’s and master’s of science in Mechanical Engineering, and over the last 30+ years he has designed, marketed and sold a wide array of test and measurement products. He has worked on BPI, RESNET, GAMA, AHRI, OMA, RSES, NATE, and ACCA Technical Committees, and holds multiple US patents in instrumentation design. Spohn regularly consults, teaches and writes on instrumentation applications in HVACR, building science, healthy homes, indoor air quality and weatherization. 

3:45 PM - 4:00 PM
Break

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4:00 PM - 5:00 PM
Breakout Sessions Round Four

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The Triple Leader
Joe Person, Go Time Success Group

The Triple Leader 
Using data and strategy to master millennial retention and company growth. 
The workforce has developed an entirely different expectation of how the world should work. Everyday business shifts and moves toward the future. But that doesn't have to be a bad thing. Change can be good. In this seminar, learn how to leverage data, the workforce’s desire to grow (not simply work), and create a new growth-centered future as someone that is coach, service manager, and leader in one. 


Joe Person
is a natural when it comes to sales, training, problem-solving, and inspiring others to be the best version of themselves possible. Some of it is in his blood. His family had a thriving jewelry, coin, and antique business for over 50 years in St. Petersburg, Florida. He spent his childhood watching his father and grandfather (also his namesake) work the business. 

A jack of many trades, Joe has owned a mortgage company and a national personal training company managed a large telemarketing firm and was even a licensed real estate agent. He jumped into the HVAC business back in 2012 in sunny (and very hot!) Florida (where he was born and raised). Joe started as a maintenance tech and quickly moved into sales then management. The common denominator always has been his love for helping people, his strong customer service and leadership skills, and his knack for being a great listener, leader, and problem solver. 

Joe has been married to his bride, Stephanie, for 15 years – together 20! They have six children: Gabrielle, 14; Josiah, 12; Elijah, 11, Levi, 10, August 3, Naomi 1  

Joe enjoys fitness, the gym, and riding his Peloton bike. He also loves fishing, and just about anything outdoors, including exploring the beautiful beaches around Central Florida 

It’s Go Time! 

Don't You...Forget About Filters
Ed Janowiak, ACCA

Don’t You…Forget About Filters 
Filters are an often-ignored sales opportunity. Improperly sized filters can cause the system to run at a lower efficiency. Owners don't know about them and contractors forget about them. But you can encourage filter checks to upsell filters simply and profitably. Join Ed as he helps you add a valuable solution for your customers that brings in easy revenue. He will guide you through ways to sell something customers need, but don't even know it. And, he'll show you the math to prove it. 


Ed Janowiak

comes to ACCA with over thirty-five years of HVAC experience, and more than twenty years, delivering technical topics from his time as the technical director at Eastern Heating and Cooling Council based out of Mt. Laurel, New Jersey. Janowiak has over fifteen years of practical experience in the field as a service manager, technician, and installer - working at various companies, and as the owner and president of Bramante Energy, Inc.  

5:15 PM - 6:15 PM
Reception

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6:15 PM Onward
Open Evening/Sponsor Events

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Thursday, September 15, 2022 | SERVICE MANAGERS

8:00 AM - 9:00 AM
Breakfast & Registration Open

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9:00 AM - 10:00 AM
Breakout Session Round Five

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Dispatch for Profit
Matt Akins, ACCA

Dispatch For Profit
Dispatch is responsible for keeping technicians productive and bringing in revenue. You can help improve their results by helping to build customer relationships through prioritizing customer calls profitably. Join Matt as he walks you through simple steps to take your team from a disorganized mess to a tightly run profit machine.

Matt Akins, ACCA Manager of HVACR Education, has sixteen years plus of HVACR experience, including five years as a technical trainer, teaching HVAC curriculum to hundreds of students across the country. He has managed all aspects of the training process, consisting of, designing classes for duct design, refrigeration, and HVAC system diagnostics as well as editing existing classes and making them current with current code and laws. 
The Biological Basis for Complacency
Sharon Lipinski, Habit Mastery Consulting

The Biological Basis for Complacency
People usually tackle complacency by reminding employees to think about what they’re doing or by creating a better safety culture so employees won’t take  shortcuts. It’s a practice that relies heavily on fixing employees’ sense of responsibility and attention to details. But cutting-edge neuroscience research suggests that complacency is actually rooted in which brain structures the brain activates while performing activities. Using the reality of how the brain functions, leaders can more effectively prevent complacency from posing a risk to their business. By the end of this presentation, you will be equipped to fight complacency and keep your employees safe.

Sharon Lipinski is an author, speaker, and TV personality who has been on live television throughout the country. She holds a certification in Gamification for Training and her articles have appeared in EHS Today, Incident Prevention, and the Professional Safety Journal. She holds a Guinness World Record for the Longest Line of Toothbrushes—3.5 miles! This charity event collected 55,000 toothbrushes and 17,000 tubes of toothpaste for Colorado children. As CEO of Habit Mastery Consulting (www.habitmasteryconsulting.com), Sharon has delivered more than 200 trainings to more than 3,000 people and has helped organizations increase their targeted safety behavior by up to 150%. Sharon is dedicated to helping teams become happier, healthier, and safer at home and at work.

10:15 AM - 11:15 AM
Breakout Session Round Six

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Turn Ride-Alongs Into Revenue
Matt Akins, ACCA

Turn Ride-Alongs Into Revenue 
Training is necessary to ensure technicians follow appropriate procedures. Coaching can be a key element of training, especially for technicians on the go. Matt will walk you through a training ride-along session you can use to show your technicians ways to improve profits. 

Matt Akins, ACCA Manager of HVACR Education, has sixteen years plus of HVACR experience, including five years as a technical trainer, teaching HVAC curriculum to hundreds of students across the country. He has managed all aspects of the training process, consisting of, designing classes for duct design, refrigeration, and HVAC system diagnostics as well as editing existing classes and making them current with current code and laws.  

Your customers’ needs are changing, are you?
John White, Pearl Certification

The only thing that’s a constant in this world (aside from taxes) is change. Think about it: your customers are living in their houses differently, they’re more concerned about indoor air quality, they get contradictory information about the best way to improve their homes, and there’s new legislation that will further impact their decision making process… and that’s just in the last 3 years! How are you adapting to the fluidity of consumer demands while still delivering the great service you’re known for? In this roundtable discussion, you will have the opportunity to hear how leading HVAC and Solar contractors are dealing with this in their businesses. Join us for a spirited discussion about how you can meet your customers’ needs - no matter how they change.

John White has more than 15 years of expertise in the residential energy efficiency and new construction industry. He began his career working as a construction field manager for Pulte Homes, where he managed the timely and quality construction of new homes. John subsequently spent nine years working for ICF managing demand side management programs for utilities in the Mid-Atlantic region. During his tenure with ICF, he managed a variety of programs, such as Home Performance with ENERGY STAR, Quick Home Energy Check-up, and Limited Income Energy Efficiency programs. John is passionate about energy conservation, especially in the residential space. He frequently encourages friends and family to make the energy efficient choice when making improvements to their own homes. Sometimes they listen.

11:30 AM - 12:00 PM
Closing Session

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