Partner SessionsOnly at Summit 2022
New to Summit 2022 – Partner Educational Sessions!
Plan to attend any and all that interest you. Read below for more information about each session.
Partner Educational Sessions are held on Wednesday, March 30 at 3:30 – 4:15 PM and then on Thursday, March 31 at 9:45 – 10:30 AM.
Arzel Zoning: the Simple Solution to Maximum Comfort.
Presenters: Joel Rosier, Technical Service Specialist, Arzel Zoning
Often when installing HVAC zoning the questions come up about what to do with the ductwork. Do you oversize the ductwork? Do you need a bypass duct? How small is too small for a zone? In this educational session we’re going to focus on airflow, how zoning affects airflow, BTUH delivered, and how you can help to optimize comfort for customers in residential and light commercial applications.
We’ll take a quick look at how Arzel Zoning Dampers make it possible to install HVAC zoning where 24vac systems fall short. This promising solution to resolving comfort issues allows for ease of install while maximizing the existing ductwork a customer already has.
Read More About Session Leader: Joel Rosier
Joel Rosier is a Technical Service Specialist who helps HVAC Technicians and Business Owners understand Arzel Zoning products as well as HVAC troubleshooting.
Before starting at Arzel Zoning Technology, Joel began his career in 2005 as an installation laborer in the HVAC industry working his way up to senior service technician and technical support specialist. He’s held positions at various HVAC companies ranging from comfort consultant to lead install and service technician. After a successful career helping home and business owners better understand their HVAC system as well as training and mentoring junior technicians, Joel is now seeking to share the knowledge he’s gained with a greater audience helping the next generation of technicians provide higher customer service with greater understanding of the HVAC system and products that improve performance, IAQ, and comfort.
“I believe the best approach to the future is to stay at the forefront of change rather than be left behind to play catch-up”
The New Flat Rate: How to Price IAQ and Replacements
Presenters: John Ellis, Owner Dynamic Air Consulting, Rodney Koop CEO and Founder of The New Flat Rate
In this workshop, Rodney Koop and John Ellis give valuable tools for how to price and get paid for discovery, design, and implementation of IAQ solutions! In a time when demand for IAQ services is at an all-time high, use these tools to enhance your current IAQ division, diversify your company and branch out into IAQ services, and provide greater satisfaction and health to your customers … profitably!
Read More About Session Leaders: John Ellis and Rodney Koop
Rodney Koop, CEO and founder of The New Flat Rate, is a motivational speaker, author, entrepreneur, and solutions-based enthusiast. He is a master electrician holding over 12 unrestricted electrical licenses. Over the last three decades, Koop has founded and sold HVAC, electrical, and plumbing service companies. Being in the industry for 40+ years he not only brings a wealth of knowledge but also an understanding of consumer buying habits. During his career, Koop has contributed numerous articles and industry assessments to multiple publications in all three trades and recently authored his first book,’ Why Won’t They Pay Me What I’m Worth.’ A number one international best seller in five business categories. Koop is very passionate about community involvement and serves as a mentor for a local nonprofit “Family Frameworks” for over 7 years now, where he teaches “Healthy Choices” to hundreds of high school freshmen in the public school systems. Koop also teaches the importance of learning a trade and the opportunities outside of college within our industry. You will find Koop mentoring Whitfield County inmates as part of a Sunday School program he has been part of for over 10 years. Since 1990 Koop has been involved in Boy Scouts, with 3 of his sons achieving “Eagle” status, he is still heavily involved today. Rodney and his wife of 45 years have 9 mostly good children and 12 grandchildren. He enjoys traveling around in the RV, boating, four-wheeling, and snow skiing. Other hobbies include reading, listening to music and playing the guitar.
John Ellis is the owner of Dynamic Air Consulting. John works with clients on complex indoor air quality issues; and provides in-field coaching to HVAC professionals during the discovery, design, and implementation of IAQ solutions. With over 35 years in the HVAC industry, John has spent time in several industry unions, including those for sheet metal workers, pipefitters, and the International Union of Operating Engineers.
John has also served as Project Manager on large projects at hotels, prisons, water treatment plants, and hospitals. John’s passion for IAQ led him to a year-long pilot study for the South Coast Air Quality Management District installing and testing High Performance Filtration for schools.
Before John started his consulting company, he owned and operated So Cal Air Dynamics, a performance-based HVAC contracting company. Using a unique blend of building science and forensics, and mechanical science, his company helped create clean healthy indoor environments for clients with severe respiratory conditions and compromised immune systems.
During his career, John has held numerous certifications including: Building Science, Indoor Air Quality, EPA Renovator, Residential & Commercial Air Balance, Commercial System Performance, Economizer Specialist, Level 1 Thermographer, and Quality Insulation Installation. John has also been active in trade organizations such as: National Comfort Institute (NCI); the Institute of Heating & Air Conditioning Industries (IHACI); and the Indoor Air Quality Association (IAQA).
Currently, John is a Service Trainer for The New Flat Rate, providing onsite coaching to HVAC, plumbing and electrical companies. He is also an Instructor for Amana Brand Business Academy, Goodman Business Toolbox, and Daikin Comfort, teaching the Indoor Air Quality Principles Workshop.
CI Web Group: Thriving in the New Normal – The 12 Step Roadmap to Achieve Accelerated Results
Presenter: Jennifer Bagley, CEO of CI Web Group
Session 2: Milan/Venice
Marketing and advertising is complicated and the typical business owner wastes mass amounts of money and time trying to figure it out.
During this breakout session you will learn how to implement the right things, in the right order, at the right time by leveraging the most powerful marketing system, the 12 Step Roadmap. The 12 Step Roadmap was developed by Jennifer Bagley, CEO of CI Web Group in 2006, Inc. and has been adopted by Goodman, Amana and many leading HVAC distributors.
Implementation of the 12 Step Roadmap to Achieve Accelerated Results has proven to have the following results:
- Ensure you are an option when and where the majority of consumers are searching.
- Generate high quality qualified prospects for your products and services.
- Leverage e-Commerce strategies to build monthly recurring revenue & sales.
- Increase sales/equipment year over year.
- Increase bottom line profitability.
- Increase financing.
- Improve reputation, referrals and repeat business.
- Improve the overall valuation of your business.
Read More About Session Leader: Jennifer Bagley
Jennifer Bagley is one of the most in-demand Keynote, Digital Marketing and Business Strategist speakers on the circuit. She is known for her engaging and entertaining style, as well as, her mastery level knowledge of Collaborative Marketing Strategies. Jennifer is the founder of CI Web Group, a Web Design, SEO, CRM Integration, Mobile App Development and Social Media Marketing Agency. She is also the creator of the Sales Supply Chain Strategy and the 12 Step Roadmap to Accelerated results.
Jennifer has been speaking professionally for over 15 years. Audiences rave about her ability to provide immediate value to businesses seeking to accelerate their results and grow their business. Jennifer’s background includes executive experience in the areas of Supply Chain Strategy, Technology, Operations, Logistics and Distribution for Nordstrom, Tommy Bahama and Fossil. This experience coupled with over a decade of Sales and Marketing Experience has made her a powerhouse business strategist and growth hacker, focused on bottom-line results. This is done through a careful focus on having the right technology, the proper strategy, a collaborative network and the right mindset/behavior.
Jennifer Bagley is an experienced professional speaker. Her message is clear, teaching people how to Achieve Accelerated Results in Love, Life and Business.
She is currently the CEO of CI Web Group, a digital marketing agency she founded over a decade ago. Her knowledge of Web Development, Design, SEO, Social Media Marketing, Video Marketing, Mobile App Marketing, Business Development, CRM and ERP Integration, allow her to provide powerful presentations on business development, emerging marketing strategies and technology.
Pearl Certification & Owens Corning: How to change the conversation from price to value and own the whole home
Presenters: Cynthia Adams, CEO and co-founder of Pearl Certification and Matt DeSart, Market Development Manager- North America at Owens Corning
Learn about an approach that has been used successfully by HVAC contractors to sell upgrades, build long-term trust, and drive referrals. The Owens Corning AirCare™ Contractor Program is a perfect fit for NCI contractors who already have extensive training on installing equipment to increase comfort and improve indoor air quality.
In this session, Cynthia Adams, CEO and co-founder of Pearl Certification and Matt DeSart, Market Development Manager for Owens Corning’s AirCare Contractor Program, discuss new opportunities to expand your lines of business and gain more revenue from existing customers. Because of the increased scope and expense, it’s important for salespeople to be comfortable selling on value over price. Learn about new tools and techniques to help your team do so!
Read More About Session Leaders: Cynthia Adams and Matt DeSart
Cynthia Adams is the founder of nonprofit and for profit businesses, her focus has consistently been on growing the cleantech industry. She’s raised grant and investor funding, developed product from the first discovery interview to sale, hired great teams to execute on the vision, and won a leadership award at a national conference.
Her passion and focus is on growing Pearl Certification, a company she co-founded that is changing the way people improve and sell homes. Pearl drives demand for energy efficient and renewable energy technologies by helping homeowners recoup the value of these investments at resale. Pearl sits at the intersection of new build, home improvement, and resale. Our certification system and software platform enables a network of quality professionals to market differentiate by making the value of their work visible.
Goodman: 2023 Government Regulation, Supply Chain, Consumer Demand, Employees, and Your Company’s Health
Presenter: Ben Middleton, National Sales Training Manager
As innovation and technology continues to evolve at an ever-increasing speed our world has become more complex. During this informative breakout we will look at the humble beginnings of the residential HVAC business and observe how a simple concept of maintaining a comfortable temperature, humidity and overall indoor air quality has become far more nuanced and specialized.
This specialization and the level of expertise needed to perform each of these specializations has created many challenges for our industry. As 2023 approaches, our world may become more complex in terms of refrigerants, licensing, business expenses, efficiency, consumer demand and the technical and business skills needed to work within this industry. We will look at what is in store for the industry and why things are changing. We will conclude this session with our reasoning for the decisions we are making in preparation for 2023, and leave some time for questions and answers at the end.