Partner Sessions

Only 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.

Joel Rosier

Joel Rosier, Arzel Zoning

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”

CI Web Group: Thriving in the New Normal – The 12 Step Roadmap to Achieve Accelerated Results

Jennifer Bagley

Jennifer Bagley

Presenter: Jennifer Bagley, CEO of CI Web Group

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.

Goodman: 2023 Government Regulation, Supply Chain, Consumer Demand, Employees, and Your Company’s Health

Ben Middleton

Ben Middleton

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.

The New Flat Rate: How to Price IAQ and Replacements


John Ellis & Rodney Koop

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.

Mosaic: HVAC Financing for Increased Profitability

Eric Torykian

Eric Torykian, Mosaic

Presenter: Eric A. Torykian, Business Development Leader for Mosaic

Join our discussion on how to offer and present financing and payment solutions to close more deals. Learn how to talk about HVAC payments inside your organization and while in the home. Add to your knowledge base as we discuss buyer behaviors, the shortcomings of cash, selling a concept rather than a box, quantifying homeowner benefits and how to make financing an integral part of your sales process.

Read More About Session Leader: Eric Torykian
Eric Torykian

Eric Torykian, Mosaic

A native New Yorker, Eric has a broad business background that includes real estate lending, defense technology and energy efficiency finance.  At Mosaic, Eric is the Business Development Leader for HVAC and is responsible for creating, fostering and growing strategic partnerships.  Prior to Mosaic, Eric and small, nimble team built and brought to market an unsecured lending platform growing originations in excess of $200M in three years.  He is a seasoned sales trainer and trusted confidant who has helped hundreds of HVAC owners grow their businesses by making financing an imperative part of the in the home sales process.  Eric received a Bachelor’s degree in Business Administration, where he was a four-year student-athlete for the football and lacrosse teams.  He earned his MBA from the University of Southern California, Marshall School of Business, specializing in Finance and Economics in 2000.  Eric lives in San Diego, CA with his wife and two children.

Pearl Certification: Future Proofing the Value of Your Customers’ Homes: Resiliency, Durability, IAQ, and Energy

Casey Murphy & Ben Lipscomb

Casey Murphy & Ben Lipscomb

Presenters: Casey Murphy, VP Customer Solutions or Pearl Certification, Ben Lipscomb, NCI Director of Engineering and Utility Programs

The residential contracting industry is going through a variety of changes that present both challenges and opportunities to businesses. The future belongs to professionals who adapt to and exploit the unique opportunities of this rapidly changing environment. 79% of Americans believe that climate change is at least partially caused by human activities, and nearly two thirds say that climate change is affecting their local community . Many customers are also concerned about air quality impacts from wildfires and pollution, as well as airborne disease transmission . As a result, 92% of consumers believe it’s important to upgrade their ventilation systems, and many are eager to invest in cleaner energy and resilience solutions. NCI contractors are in a prime position to deliver ongoing, customized solutions for your customers, if you can speak their language!

  • Learn about trends in consumer interest and messaging around resiliency, durability, IAQ, and energy
  • Learn which products and services that NCI contractors are best positioned to deliver
  • Learn how to build credibility by associating your services with trusted, third party solutions.
Read More About Session Leaders: Casey Murphy and Ben Lipscomb
Casey Murphy

Casey Murphy

Casey Murphy is Vice President of Customer Solutions for Pearl Certification. An expert in high-performing homes, Mr. Murphy works with contractors, real estate agents and appraisers to educate consumers about the value of high-performing homes and also helps homeowners understand the process of achieving an efficient, comfortable, healthy home.

Ben Lipscomb, PE, is the NCI Director of Engineering and Utility Programs. He is an engineer with personnel and project management experience, specializing in commercial and residential HVAC energy efficiency.

Benjamin Lipscomb

Benjamin Lipscomb

His professional experience ranges from energy efficiency program design and implementation, to policy and regulatory consultation, measurement and verification consultation, laboratory and field research, application of codes and standards, and HVAC system Design/Build projects.