Agenda
Week-at-a-Glance
Monday, September 20, 2021
Tuesday, September 21, 2021
— SUMMIT — Wednesday, September 22, 2021
Thursday, September 23, 2021
1:00pm – 6:00pm: 2021 “Roundtables Invitational” Golf Outing – Arizona Grand Golf Course
7:00am – 8:00am: Members Breakfast
8:00am – 5:30pm: Roundtables Mastermind Meeting for all 2.0 Members (click for details)
8:00am – 5:30pm: Fall PM Meetings (Production Manager Roundtables – Group 1)
5:30pm – 7:30pm: REMODELERS SUMMIT WELCOME RECEPTION (For all attendees)
7:00am – 8:00am: Breakfast / Exhibit Hall Open
8:00am – 4:00pm: 2021 Annual Remodelers Summit (detailed agenda below)
4:00pm – 5:00pm: Closing Keynote and Impact Awards
8:00am – 5:30pm: Fall Meetings for Production Manager Roundtables Members (Group 2)
8:30am – 1:30pm: 2021 “Summit Open” Golf Outing – Arizona Grand Golf Course
Detailed Summit Agenda (Wednesday)
*Topics, speakers, and times are subject to change.
Agenda (all tracks)
Keynote Presentations
Track 1: Business
Track 2: Production
Track 3: Value Builder
Flawless Execution
Volatility. Uncertainty. Complexity. Ambiguity. When you’re battling constant change, simplicity always beats complexity. Afterburner’s simple, scalable Flawless Execution>sup>SM framework helps clients combat complexity in a shared planning and execution model that’s time-tested and proven to break down the barriers that large, diverse teams face — and accelerate results. Military Strategy & Execution for Executive Leadership... Read More
Michelle “Sonic” Ruehl
10:00 am - 10:30 am
Short-Term Marketing Investments with Long-Term ROI
One of the silver linings in the global pandemic has been the surge in demand for home remodeling. As a result, many remodelers have surplus funds to invest back into their businesses and many will choose to invest in marketing. This begs the question: What are the best marketing investments remodelers can make now to... Read More
Tanya Bamford
10:00 am - 10:30 am
Three Musts for a Project Manager
Being a Project Manager is so much more than getting the job done. Come hear from Brad Hogan, who has seen every side of the business. He has been a Laborer, Carpenter, Project Manager, Production Manager, Chief Operating Officer and Head of Sales. Having seen all angles, he brings a unique perspective to the role... Read More
Brad Hogan
10:00 am - 10:30 am
Value Builder: PREScore™ Presentation
PREScore™ is a 12-question assessment that evaluates an owner’s personal readiness to exit their company. This assessment serves as an accurate predictor of how prepared an owner is to invest in building value into their business. Attendees for this session will complete the assessment and Doug Howard, Director of Consulting for Remodelers Advantage and a... Read More
Doug Howard
Steve Wheeler
10:40 am - 12:00 pm
Website Blue Tape Walk Thru
Join Mark and his roll of blue tape as he finds the good, the bad, and the ugly of attendee websites. In this interactive program, you will experience real-time critiques of your website and of those around you. Join Mark as he peels back those pieces of blue tape to reveal what does and doesn’t... Read More
Mark Harari
10:40 am - 11:10 am
Hitting Schedule Every Time
You may be thinking, “you have to be kidding.” No, I’m not. It can be done! Gone is, “it is what it is,” and “lets see what happens.” Or worse yet, “if all goes well, this should work”. Taking their place is, “It is what I make it!” It takes critical thinking, careful management of... Read More
April Bettinger
10:40 am - 11:10 am
Value Builder: The Formula: 5 Surprising Ways to Boost the Value of a Business
This presentation provides a five-step approach to improving the value of any company regardless of its size or industry. It also discloses the story of Stephanie Breedlove, a successful entrepreneur who sold her $9 million business for an astonishing $54 million. Breedlove’s incredible exit was a result of her focus on the five-point formula. Based... Read More
Doug Howard
Steve Wheeler
11:30 am - 12:00 pm
Value Builder: The Rainmakers Dilemma
As a business owner, you enjoy discovering and focusing on your strengths and have often built your company around your ability to influence customers. As the rainmaker for your company, you may get frustrated when your business unexpectedly reaches a plateau. This presentation will provide actionable steps that you, as an owner, can take to... Read More
Doug Howard
Steve Wheeler
11:30 am - 12:00 pm
Get Change Orders Right: Make a Profit
It is estimated that clients spend up to 20 percent of a job budget on additional work. If you get one thing wrong in a change order, it may cost you all your net profit. Come hear how to get it right and perhaps increase your net.
Tim Faller
Discover & Implement the Power of Tax-Free Wealth
Most entrepreneurs look at the IRS with fear or anger… or even both. For those who are in the know, the tax law is actually a roadmap to financial freedom. Tax expert Tom Wheelwright will teach you how to unlock the power in your real estate business to permanently reduce your taxes and build wealth... Read More
Tom Wheelwright, CPA
2:45 pm - 3:15 pm
A Tale of Two Production Departments
Two entirely different approaches to production presented by the Production Managers of two highly successful, high-volume remodeling companies! Why did each choose the path they did and what are the pros and cons of each. Whether you’re a fan of in-house labor or think that subbing to trade contractors is the bomb, don’t miss this... Read More
Chris Peterson, MCR, CLC
Chris Beck
2:45 pm - 3:15 pm
Value Builder: The Strategic Seller
The Strategic Seller session is geared toward remodeling business owners that are focused on selling their business. We will outline the primary areas for creating a “sellable” business and how to transition that information into immediate steps and a long-term plan. Topics will include: Setting a Timeline for the Sale of Your Business Setting a Financial Goal for the Sale... Read More
Doug Howard
Steve Wheeler
2:45 pm - 3:15 pm
Making Design Profitable
Architect and Co-Founder of Chicago-based, Design-Build company, LivCo; Dave Pollard walks through the evolution of taking your design services from loss-leader to profit-center.
Dave Pollard
3:30 pm - 4:00 pm
Can You See The Future?
One of the biggest mistakes we make in sales is creating a situation where we have to “follow up” with prospects. This is where we run into “ghosting”, create longer sales cycles and ultimately end up frustrated with our lack of progress after a “great meeting”. Learn to create your own crystal ball using a... Read More
Jeff Borovitz
3:30 pm - 4:00 pm
Team Building with Your Trades
We have thought a great deal about how to build a team with our employees, but what about the folks that do half or all of the work? How do you build a team with independent people that have a business to run and try to keep you happy?
Tim Faller
3:30 pm - 4:00 pm
Value Builder: The Proud Parent
The Proud Parent session is geared toward remodeling business owners interested in growing the value of their company but not necessarily selling in the short term. This session is ideal for business owners early on in their career with plans to operate the business for many years, or for a family business that expects to transition the company... Read More
Doug Howard
Steve Wheeler
4:00 pm - 4:45 pm
Fear & Failure: Two of the Keys to Long-term Success!
The COVID 19 pandemic has brought all of us to our knees, from a personal standpoint and a professional one. And it has significantly impacted the construction and trade industry. Sourcing materials, finding quality labor, dealing with heavy demand with constraints from all directions make it especially difficult for business owners and leaders to see... Read More
Bob Logan
Flawless Execution
Volatility. Uncertainty. Complexity. Ambiguity. When you’re battling constant change, simplicity always beats complexity. Afterburner’s simple, scalable Flawless Execution>sup>SM framework helps clients combat complexity in a shared planning and execution model that’s time-tested and proven to break down the barriers that large, diverse teams face — and accelerate results. Military Strategy & Execution for Executive Leadership... Read More
Michelle “Sonic” Ruehl
Discover & Implement the Power of Tax-Free Wealth
Most entrepreneurs look at the IRS with fear or anger… or even both. For those who are in the know, the tax law is actually a roadmap to financial freedom. Tax expert Tom Wheelwright will teach you how to unlock the power in your real estate business to permanently reduce your taxes and build wealth... Read More
Tom Wheelwright, CPA
4:00 pm - 4:45 pm
Fear & Failure: Two of the Keys to Long-term Success!
The COVID 19 pandemic has brought all of us to our knees, from a personal standpoint and a professional one. And it has significantly impacted the construction and trade industry. Sourcing materials, finding quality labor, dealing with heavy demand with constraints from all directions make it especially difficult for business owners and leaders to see... Read More
Bob Logan
10:00 am - 10:30 am
Short-Term Marketing Investments with Long-Term ROI
One of the silver linings in the global pandemic has been the surge in demand for home remodeling. As a result, many remodelers have surplus funds to invest back into their businesses and many will choose to invest in marketing. This begs the question: What are the best marketing investments remodelers can make now to... Read More
Tanya Bamford
10:40 am - 12:00 pm
Website Blue Tape Walk Thru
Join Mark and his roll of blue tape as he finds the good, the bad, and the ugly of attendee websites. In this interactive program, you will experience real-time critiques of your website and of those around you. Join Mark as he peels back those pieces of blue tape to reveal what does and doesn’t... Read More
Mark Harari
2:45 pm - 3:15 pm
Making Design Profitable
Architect and Co-Founder of Chicago-based, Design-Build company, LivCo; Dave Pollard walks through the evolution of taking your design services from loss-leader to profit-center.
Dave Pollard
3:30 pm - 4:00 pm
Can You See The Future?
One of the biggest mistakes we make in sales is creating a situation where we have to “follow up” with prospects. This is where we run into “ghosting”, create longer sales cycles and ultimately end up frustrated with our lack of progress after a “great meeting”. Learn to create your own crystal ball using a... Read More
Jeff Borovitz
10:00 am - 10:30 am
Three Musts for a Project Manager
Being a Project Manager is so much more than getting the job done. Come hear from Brad Hogan, who has seen every side of the business. He has been a Laborer, Carpenter, Project Manager, Production Manager, Chief Operating Officer and Head of Sales. Having seen all angles, he brings a unique perspective to the role... Read More
Brad Hogan
10:40 am - 11:10 am
Hitting Schedule Every Time
You may be thinking, “you have to be kidding.” No, I’m not. It can be done! Gone is, “it is what it is,” and “lets see what happens.” Or worse yet, “if all goes well, this should work”. Taking their place is, “It is what I make it!” It takes critical thinking, careful management of... Read More
April Bettinger
11:30 am - 12:00 pm
Get Change Orders Right: Make a Profit
It is estimated that clients spend up to 20 percent of a job budget on additional work. If you get one thing wrong in a change order, it may cost you all your net profit. Come hear how to get it right and perhaps increase your net.
Tim Faller
2:45 pm - 3:15 pm
A Tale of Two Production Departments
Two entirely different approaches to production presented by the Production Managers of two highly successful, high-volume remodeling companies! Why did each choose the path they did and what are the pros and cons of each. Whether you’re a fan of in-house labor or think that subbing to trade contractors is the bomb, don’t miss this... Read More
Chris Peterson, MCR, CLC
Chris Beck
3:30 pm - 4:00 pm
Team Building with Your Trades
We have thought a great deal about how to build a team with our employees, but what about the folks that do half or all of the work? How do you build a team with independent people that have a business to run and try to keep you happy?
Tim Faller
10:00 am - 10:30 am
Value Builder: PREScore™ Presentation
PREScore™ is a 12-question assessment that evaluates an owner’s personal readiness to exit their company. This assessment serves as an accurate predictor of how prepared an owner is to invest in building value into their business. Attendees for this session will complete the assessment and Doug Howard, Director of Consulting for Remodelers Advantage and a... Read More
Doug Howard
Steve Wheeler
10:40 am - 11:10 am
Value Builder: The Formula: 5 Surprising Ways to Boost the Value of a Business
This presentation provides a five-step approach to improving the value of any company regardless of its size or industry. It also discloses the story of Stephanie Breedlove, a successful entrepreneur who sold her $9 million business for an astonishing $54 million. Breedlove’s incredible exit was a result of her focus on the five-point formula. Based... Read More
Doug Howard
Steve Wheeler
11:30 am - 12:00 pm
Value Builder: The Rainmakers Dilemma
As a business owner, you enjoy discovering and focusing on your strengths and have often built your company around your ability to influence customers. As the rainmaker for your company, you may get frustrated when your business unexpectedly reaches a plateau. This presentation will provide actionable steps that you, as an owner, can take to... Read More
Doug Howard
Steve Wheeler
2:45 pm - 3:15 pm
Value Builder: The Strategic Seller
The Strategic Seller session is geared toward remodeling business owners that are focused on selling their business. We will outline the primary areas for creating a “sellable” business and how to transition that information into immediate steps and a long-term plan. Topics will include: Setting a Timeline for the Sale of Your Business Setting a Financial Goal for the Sale... Read More
Doug Howard
Steve Wheeler
3:30 pm - 4:00 pm
Value Builder: The Proud Parent
The Proud Parent session is geared toward remodeling business owners interested in growing the value of their company but not necessarily selling in the short term. This session is ideal for business owners early on in their career with plans to operate the business for many years, or for a family business that expects to transition the company... Read More
Doug Howard
Steve Wheeler