SEPTEMBER 22, 2021 | PHOENIX, AZ           SHARE THIS EVENT

Roundtables at Summit

Here is an overview of your  week’s activities to provide some insight, answer questions you may have, and give you a better understanding of what will be happening in Phoenix in September!

Timeline

Agenda

Tuesday: Roundtables Mastermind Meeting

Roundtables 2.0 Sessions

Mastermind Sessions

Join a group of non-competing peers to discuss your burning issues. As one of the most popular Roundtables meeting features, this session will give you the opportunity to hear from other successful remodelers from across the country, and outside of your assigned group, as you get to know them and receive their input on your...
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Meet the Pros

During this fast-paced, interactive session, you’ll have the opportunity to hear from your fellow members and R/A staff, each addressing one business component that can make or break a remodeling company. Hear and ask about the process they use to ensure efficiency and profitability. Table Topics: Employee Reviews: Dave Henderer, Henderer Design + Build, Inc.,...
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Will Giesey
Will Giesey
Eddie Casanave
Eddie Casanave
David Crane
David Crane
Robert Lenton
Robert Lenton
Jeremy Steinruck
Jeremy Steinruck
Clark Harris
Clark Harris
Rick Willet
Rick Willet
Dave Henderer
Dave Henderer
Tom Cumming
Tom Cumming
Jeff Borovitz
April Bettinger
April Bettinger
Rose Grabowski

Starting a Tough Conversation: Setting the Tone for Success with Natalie Putnam

Have you ever avoided a tough conversation? Someone let you down, make a promise they don’t keep, or chronically under-perform? It happens all the time. With your family, employees or colleagues. As businesses evolve, accountability is a critical foundation of growth. Communication skills are part art and part science but fortunately, these skills can be...
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Natalie Putnam

Roundtables Townhall: a Mentor panel discussion

Our members often ask how they can connect with, and learn from, our Mentor Group Members. Networking with these members is invaluable because they tend to have businesses that are larger, more complex, and more profitable overall. This gives them a level of experience that many of you have not come close to. At this...
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Roundtables Townhall
Roundtables Townhall
Greg Harth
Greg Harth
Dolores Davis
Dolores Davis
Michael Sauri
Michael Sauri

Welcome Reception

Relax and network at the welcome reception for the upcoming Remodelers Summit. Catch-up with old friends, meet new members and mingle with the speakers, facilitators and industry contacts from across the country. Enjoy Southwestern hospitality at the beautiful Arizona Grand Resort and get ready for an awesome day at Summit on Wednesday.

Wednesday: Remodelers Summit

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

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

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
Brad Hogan

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

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
Mark Harari

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
April Bettinger

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

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

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

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

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

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

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

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

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

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
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

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
Bob Logan

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

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
Mark Harari

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

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

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
Brad Hogan

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
April Bettinger

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

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

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

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

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

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

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

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

Golf at Summit

Not one, but two golf outings, for any skill level, to catch up with old friends, network with new contacts
and enjoy the beautiful Arizona Grand course.

Monday, September 20, 2021

Thursday, September 23, 2021

For our Legacy Roundtables Members:

Are you re-thinking your choice to pass on the 2.0 program?

As you know, we changed the Roundtables program in January of 2021, so that all members will have two case studies per year! We were able to do this by swapping out the Summit meeting in favor of a second case study held later in the year.

But as you can see above, Roundtables 2.0 members get the Roundtables Mastermind Meeting on Tuesday, as well as the Annual Remodelers Summit on Wednesday as part of their membership.

If you want to come to Summit, you should consider upgrading now!

For only $1,995 over the $595.00 member ticket price, you’ll get the Summit, the Roundtables Mastermind Meeting on Tuesday, Six (6) Professional Service Credits (PSCs) and all the other benefits that a Roundtables 2.0 membership comes with! (over $5,000 value).

[ Click here to learn more about upgrading your membership! ]