Registration is now open! Join us in Miami April 13-16, 2015



Agenda

Leadership Breakfast 7:30 AM

The Leadership Breakfast will take place before the District Council meetings and features remarks from National leaders. Anyone attending a District Council meeting is invited to attend the breakfast.

Location:

Golf Tournament 8:00 AM

Miami Beach Golf Club

Additional Fees Apply, more information soon to come.

Location: Miami Beach Golf Club

Scott Klososky

Founder and Chairman of the Board, Alkami

WEDNESDAY APRIL 15, 2015 – 1:45PM

Much more than a technology expert, Scott Klososky is the former CEO of three successful tech startup companies and principal at consulting firm Future Point of View. He specializes in seeing beyond the horizon of how technology is changing the world. Those who have attended his speaking engagements see him as an entrepreneur, strategist, visionary, and thought-leader.

With a high level of flair, Klososky translates where trends in technology and leadership are going. The focus is on how technology can be fully leveraged in order to gain new capabilities, improve efficiency and productivity, uncover business opportunities, drive top-line revenues (or lower bottom-line costs), and benefit a business or organization in many additional ways. He delivers it in a fast-paced, entertaining style, with demonstrations of cool innovations. To this, he adds the delivery of practical technology tools or concepts that can be applied as soon as the attendees get back to the office.

His unique perspectives on technology, business culture, and the future allow him to travel the globe as an international speaker, consultant, and author, publishing three titles to date and working with senior execs in organizations ranging from the Fortune 500 to universities, nonprofits, and countless professional associations and coalitions. As a technology entrepreneur, he also continually works in the trenches of building his own companies. Currently, he is developing Crowdscribed, a new model of publishing producing titles that will guarantee readers — and revenue.

Combining his “over the horizon” vision, and “in the trenches” experience, Klososky is all about transforming, not merely informing. Prepare to be transformed at his keynote address on Tuesday, April 14.

STEVEN B. WILEY

The Lincoln Leadership Institute at Gettysburg

MONDAY APRIL 13, 2015 5:00PM

WileyMost American historians identify the Battle of Gettysburg as the unexpected turning point of the Civil War. Steven B. Wiley, president and founder of The Lincoln Leadership Institute at Gettysburg, recognizes it as the place where the leadership edge of the war shifted.

That’s important because the conflict between the states presented leadership challenges on a scale never before experienced in our nation. The heroes of Gettysburg were forced to act in a rapidly changing, stressful environment with limited information and limited resources. (Sort of like running your business, perhaps?)

In his keynote address on Monday, April 13, Wiley will use the battlefield as a classroom, history as a metaphor, and lively storytelling and multimedia presentations to provide insights on leadership development, marketing, negotiation, sales and business development. The primary focus will be on the actionable concepts of transactional, transformational, and anticipatory leadership.

But that’s not all! In a breakout session on Tuesday, April 14, Wiley takes us from the battle to the boardroom to introduce proven strategies of revenue enhancement and cost avoidance through win-win negotiation. The focus is on how to overcome reluctance to bargain, how to deal with opponents who intimidate, and how to save your organization’s resources —time, schedules, money or people.

Wiley’s business experience includes the founding of three companies: two international franchise organizations and a national chain of fleet management centers. One of America’s most sought-after performance coaches, he has trained and entertained hundreds of thousands of top executives from around the world through his speaking and teaching engagements.

Cultural Change and Creating an Environment for Disruptive Innovation

Morning Breakout Session – A • 8:30 – 10:00AM

This session discusses how to become a change agent within your organization and create a new culture. Through example of Milwaukee Tool, the presentation will show how a cultural shift led a stagnant organization to a new product development machine focused on disruptive innovation and being a solutions provider to the electrical and mechanical industries.

Speaker: Steve Richman, Milwaukee Tool

Mr. Richman was appointed President of Milwaukee Tool in January 2007, and is responsible for Milwaukee’s Power Tool, Hand Tool, Accessory, Test and Measurement, and Empire divisions. As such, Mr. Richman oversees Global Product Development, Manufacturing and Operations for each division, as well as Milwaukee Sales in North and South America. He has over 25 years of experience in the management of industrial, electrical, plumbing, and retail distribution channels. He has held key management positions with BLACK & DECKER®, and MURRAY®, has served as President of SKIL® and BOSCH® Power Tools, and has served as President and CEO of Werner Co®. Mr. Richman contributes an extensive knowledge of manufacturing, product development, sales, and marketing. Mr. Richman holds a Bachelor’s degree from UCLA.

Exit Your Business Without Being Clobbered by Taxes

Morning Breakout Session – A • 8:30 – 10:00AM

Exiting your electrical contracting business can be very taxing, besides emotional and intimidating. This complex process requires specialized advice from your accountant, tax advisor, attorney, business appraiser, estate planner, financial advisor, insurance advisor, and others. Coordinating and understanding the disjointed advice can be overwhelming. This session pulls the moving parts together to understand exit planning and a case study demonstrating millions in savings. Owners will leave the workshop knowing the number (after tax dollars) needed from the company to retire and which of five potential paths matches your personal and financial goals. Walk away with an understanding that each path has a different financial value, tax implications, and compromises; and learn several financial strategies to reduce the exit-tax burden.

Speaker: Kevin Kennedy and Joseph Bazzano, Beacon Exit Planning

Mr. Kennedy is the founder of Beacon Exit Planning LLC, America’s Exit Planner®, and a nationally recognized speaker, author and thought leader for business owners with exit planning and succession. He personally walked the exit path and understands firsthand the challenges an owner faces from buying and selling an ENR Top 20 specialty contracting company and implementing succession planning to the fourth generation team.

Mr. Kennedy’s message resonates with business owners because he has walked the path with his firsthand understanding of the challenges owner’s face with the attachment to the business, choices, taxes and the complicated exit process.

Joe Bazzano is the COO of Beacon Exit Planning, a certified public accountant, certified valuation analyst and a certified business exit consultant with over 20 years of experience in public accounting, valuation and exit strategy services to closely held companies ranging from $100,000 to $100 million.

His consulting services have shown business owners how to increase the value of their businesses by millions of dollars with exponential savings on tax dollars. His areas of expertise include financial reporting, consulting, business valuations, mergers and acquisitions, exit strategies, tax planning and compliance for individuals and business entities.

From The Battlefield to the Boardroom: High Performance Negotiation

Morning Breakout Session – A • 8:30 – 10:00AM

The ability to negotiate effectively is key to professional and personal success. This session takes us from the battlefield to the boardroom to introduce proven strategies of revenue enhancement and cost avoidance through win-win negotiation. Learn how to overcome reluctance to bargain, how to deal with opponents who intimidate and how to save your organization’s resources whether they are time, schedules, money or people.

Speaker: Steve Wiley, Lincoln Leadership Institute

Steve Wiley is one of the nation’s most sought after performance coaches. ABC News calls him “the best speaker you’ve never heard of” and USA Today/Gannett says he provides “the most powerful performance training available”.

He is a proven entrepreneur, author, and highly acclaimed speaker who has trained and entertained hundreds of thousands of top executives from around the world. Clients include the majority of the Fortune 100 companies like Apple, Pfizer, Kellogg, Stanley Black & Decker, Xerox, New York Life, Chase, IBM, U.S.A. Today/Gannett, Exxon/Mobil and the Ford Motor Company; over 80 federal agencies such as Homeland Security, Departments of Defense, Interior and Justice; and over 75 Presidential appointees and their teams. His business experience includes the founding of three companies: two international franchise organizations and a national chain of fleet management centers. He has successfully negotiated multi-million dollar funding agreements for his own companies with some of the top venture capital organizations in the world.

Wiley brings a wealth of knowledge in the areas of leadership, personal development, successful marketing, negotiation, sales and business development. His strong leadership ability has earned him recognition in top publications including Venture Magazine, USA Today, and Entrepreneur Magazine.

Optimizing Your Supply Chain through Continuous Improvement

Morning Breakout Session – A • 8:30 – 10:00AM

Implementing a Continuous Improvement process can save you time and money—over the last eight years Graybar has internally saved over $87 million. This session will discuss the process Graybar took, and how you can benefit from their success through the optimization of your own supply chain. Case studies will be presented on how electrical contractors took advantage of the Continuous Improvement process to improve their overall profitability and the steps you can take to begin this journey in your company will be discussed.

Speaker: Steven Horst, Graybar

Steven Horst is vice president, service and administration for Graybar, a leading distributor of electrical and communications products and related supply chain management and logistics services. In his current role, Horst leads Graybar’s service and administration departments and ensures that the company continues to offer a host of products and services that work to customers’ advantage. Horst started his career with Graybar in 1994 as a warehouse worker in Tacoma, Wash., and quickly advanced through several branch management roles, including supervisor, customer service. In 2002, he moved to Graybar’s corporate offices in St. Louis to work in Graybar’s IT organization on process and systems development related to the company’s SAP launch. He then advanced through several positions, including the role of manager, customer service in Las Vegas and sales manager for the construction market. Prior to his recent promotion, Horst served as national market manager for construction, helping to drive Graybar’s ESP platform of services designed to enhance contractor efficiency, safety and productivity. Horst has a bachelor’s degree in psychology from Washington State University. He is also a graduate of the Rutgers-Graybar Supply Chain Management Program.

What is Your Business Worth

Morning Breakout Session – A • 8:30 – 10:00AM

All owners want to know the intrinsic value of their business. This session will address motivations that underlie the need to establish a current worth, as well as common techniques used to value firms in the construction industry. This session will discuss value drivers and detractors, the impact of earning power, the importance of net worth, what the marketplace indicates and the IRS’s view.

Speaker: Randy Stutzman, FMI Corp.

Randy Stutzman is a managing director with FMI Capital Advisors, Inc., FMI Corporation’s registered Investment Banking subsidiary. As a specialist in corporate mergers, acquisitions and strategy development, Randy helps contractors throughout the country develop and implement plans that are uniquely tailored to meet individual needs. This involves helping clients acquire additional businesses, sell existing business units or ensure that profitable organic growth is achieved. In any case, the goal is always to maximize shareholder value.

Randy grew up in a family-owned construction and development business. In 1978 he joined FMI and began working with contractor clients to help them better manage their businesses. In addition to his responsibilities as a consultant to individual contractors, Randy is responsible for FMI’s merger and acquisition services for several industry segments. As an instructor for FMI seminars, Randy teaches and publishes subjects related to mergers and acquisitions in the construction industry, field productivity improvement, pricing and bidding strategies, financial management for contractors, field management training, integration of consolidated companies and a number of other topics.

Randy is a graduate of Indiana University of Pennsylvania, holding a master of business administration. He received a bachelor of science in business management from David Lipscomb University. Randy also holds a General Securities Representative license (Series 7) from the Securities and Exchange Commission and FINRA.

Tuesday Interactive Break • 10:00-10:45AM

Short, small group sessions on the most current topics affecting you.

More information soon to come.

Tuesday Interactive Break • 3:00-4:00PM

Short, small group sessions on the most current topics affecting you.

More information soon to come.

Wednesday Interactive Break • 10:00-10:45AM

Short, small group sessions on the most current topics affecting you.

More information soon to come.

Construction Technology Forecast

Morning Breakout Session – B • 10:45AM-12:15PM

Have you ever wondered how virtual reality will look on the job site? Or how your mobile devices can be better integrated? Want to learn more about the innovative solutions your peers in the industry are using? In this session, you will sort through the latest trends in building technologies, identifying short-term fads and long-term game changers from mobile apps to augmented reality and drones. Learn about real companies who are researching and implementing the latest technologies and how they are impacting their construction projects. You will also discuss the statistics behind the fourth annual Construction Technology Report, revealing how over 1,000 construction professionals are employing and integrating technology on building projects.

Speaker: James Benham, JB Knowledge, Inc.

While growing up in Baton Rouge, Louisiana, James Benham began writing code at the age of 11 and by 14 had developed his first computer application. Three years later, he co-managed an Internet Services Provider, providing dial-up Internet to over 4,000 users. James went on to complete a Bachelor of Business Administration in Accounting and a Master of Science in Information Systems while in the Corps of Cadets at Texas A&M University. During his final year at TAMU in 2001, James started an IT services company, JBKnowledge, makers of the SmartBidNet, SmartCompliance, and SmartReality cloud solutions, where he is currently President and CEO.

With extensive experience in the design and development of technology to streamline construction and risk management, James speaks across the U.S. and Canada on business information technology, data security, innovative software tools, and augmented reality. Every year, James speaks at national construction conferences including the AGC IT Forum, AEC Hackathon, CFMA, CMAA, CONSTRUCT, CCA and Construct Canada. In addition, he has been recognized among ENR Texas & Louisiana’s 2014 Top 20 Under 40 for his advancements in construction technology. James regularly contributes to industry publications such as Construction Business Owner, Engineering News Record, and AGC TechBrief. James and his company are headquartered in College Station, Texas with his wife and two daughters.

Don’t Get Left Behind: Growing Your Company Through Business Development

Morning Breakout Session – B • 10:45AM-12:15PM

Business development can take many forms but there are certain fundamentals that are critical for all members of your team. No matter the size, location, or type of contracting company you are a part of, business development is paramount to grow your revenue. Through this session you will gain an understanding of general business development fundamentals, including how to build customers and contacts, effectively advertising your services, and better positioning your company for success in today’s marketplace.

Speaker: Panel; Moderator: Mir Mustafa, NECA

PANEL TBD

From The Battlefield to the Boardroom: High Performance Negotiation

Morning Breakout Session – B • 10:45AM-12:15PM

The ability to negotiate effectively is key to professional and personal success. This session takes us from the battlefield to the boardroom to introduce proven strategies of revenue enhancement and cost avoidance through win-win negotiation. Learn how to overcome reluctance to bargain, how to deal with opponents who intimidate and how to save your organization’s resources whether they are time, schedules, money or people.

Speaker: Steve Wiley, Lincoln Leadership Institute

Steve Wiley is one of the nation’s most sought after performance coaches. ABC News calls him “the best speaker you’ve never heard of” and USA Today/Gannett says he provides “the most powerful performance training available”.

He is a proven entrepreneur, author, and highly acclaimed speaker who has trained and entertained hundreds of thousands of top executives from around the world. Clients include the majority of the Fortune 100 companies like Apple, Pfizer, Kellogg, Stanley Black & Decker, Xerox, New York Life, Chase, IBM, U.S.A. Today/Gannett, Exxon/Mobil and the Ford Motor Company; over 80 federal agencies such as Homeland Security, Departments of Defense, Interior and Justice; and over 75 Presidential appointees and their teams. His business experience includes the founding of three companies: two international franchise organizations and a national chain of fleet management centers. He has successfully negotiated multi-million dollar funding agreements for his own companies with some of the top venture capital organizations in the world.

Wiley brings a wealth of knowledge in the areas of leadership, personal development, successful marketing, negotiation, sales and business development. His strong leadership ability has earned him recognition in top publications including Venture Magazine, USA Today, and Entrepreneur Magazine.

Improving Safety and Productivity Using SIMpull Solutions

Morning Breakout Session – B • 10:45AM-12:15PM

Description TBD

Speaker: Johnny Sellers, Southwire Company

Johnny Sellers is a member of the Southwire Contractor Innovation Team and is responsible for SIMpull® Solutions training and support for Southwire’s sales force, distribution, and electrical contractors. His primary focus is developing new and innovative strategies for safe and efficient wire and cable installations and working with key decision makers at electrical contractors to train, implement, and support these strategies. In addition to his primary responsibilities, Johnny is involved in several ongoing research and development special projects working with engineers, contractors, and others.

Johnny joined Southwire in 2013 and brings a wealth of knowledge from 35+ years working in the electrical contracting industry. He is a 1979 graduate of Southwire Technical College and held a North Carolina unlimited electrical contractor’s license and general contractor’s license. Johnny moved to Atlanta, GA in 1988 and assumed a position as an electrical inspector. Johnny also taught National Electrical Code classes for electrical contractors. Subsequently, he accepted a position as an electrical estimator with a large electrical contractor. Through the years he advanced to the roles of assistant project manager, project manager, chief estimator and engineering manager, senior project manager, and operations manager. He was responsible for all aspects of managing large industrial, institutional, health care, critical power, and commercial electrical construction projects and was responsible for overall profitability. Johnny holds numerous licenses and certificates among which are Georgia electrical contractor’s license and OSHA 30 safety certificate.

While working with a large electrical contractor, Johnny championed numerous process improvement projects which ultimately resulted in increased efficiency with front office operations as well as safety and productivity related jobsite improvements. Johnny currently contributes to Southwire’s presence in the electrical market by traveling around North America educating contractors on safer and more productive ways to install wire and cable.

Stress & the Mind Body Connection

Morning Breakout Session – B • 10:45AM-12:15PM

Description TBD

Speaker: Alice Domar, Harvard Medical School

Alice D. Domar, PhD is a pioneer in the field of mind/body medicine. She conducts ongoing ground-breaking research which focuses on the relationship between stress and various medical conditions, as well as the impact of lifestyle habits on mental and physical health. Dr. Domar received her Ph.D. in Health Psychology from Albert Einstein College of Medicine/Ferkauf School of Professional Psychology. Her post-doctoral training was at Beth Israel Hospital, Deaconess Hospital, and Children’s Hospital, all in Boston. She is currently the Executive Director of the Domar Center for Mind/Body Health, an associate professor at Harvard Medical School, and a senior staff psychologist at Beth Israel Deaconess Medical Center. Dr. Domar has compiled an impressive list of accomplishments as a best-selling author, media authority and sought-after public speaker. She is the author of numerous books, and is on the advisory board for Shape and Parents magazines. She is on the Board of Experts for ShareCare.com and was a columnist for Redbook and Health magazines. She was also a featured expert on the online social health network BeWell.com. Three of her books have been finalists for the Books for a Better Life Award. She was also the Series Editor for a series of mind/body books by Harvard Medical Publications/Simon and Schuster. She is the narrator of the DVD’s “Stress and Relaxation Explained” and “Infertility Explained”, both of which won silver Telly Awards. Dr. Domar has appeared on the Today Show, Good Morning America, CBS This Morning, Dateline NBC, CNN, PBS, and the CBS and NBC Evening News, to name a few. She presents lectures and conducts workshops throughout the US and around the world and went on tour with Oprah in the spring of 2004 and 2005 with the LLuminari team. Dr. Domar was named to the prestigious list of 15 “Women to Watch in 2004” by Lifetime TV. Her newest book is co-authored with Dr. Susan Love, called “Live a Little” (Three Rivers Press, 2011). She has been a keynote speaker and workshop leader at conferences worldwide and her clients have included PepsiCo, Bloomberg, Bank of NY/Mellon, General Electric, Johnson & Johnson, Merck, Fidelity, Ferring, and EMD Serono.

Ownership Transfer Techniques That Work

Morning Breakout Session – B • 10:45AM-12:15PM

The unique financial aspects of firms in the construction industry dictate that stock transfer techniques commonly utilized in other industries either do not work or require modification. This session covers proven strategies for transferring the business from current owners to the next generation. We will discuss the basic options such as how to bestow a gift, sell to employees, sell to a third party, current tax issues, handling the surety problem, and choosing future shareholders.

Speaker: Randy Stutzman, FMI Corp.

Randy Stutzman is a managing director with FMI Capital Advisors, Inc., FMI Corporation’s registered Investment Banking subsidiary. As a specialist in corporate mergers, acquisitions and strategy development, Randy helps contractors throughout the country develop and implement plans that are uniquely tailored to meet individual needs. This involves helping clients acquire additional businesses, sell existing business units or ensure that profitable organic growth is achieved. In any case, the goal is always to maximize shareholder value.

Randy grew up in a family-owned construction and development business. In 1978 he joined FMI and began working with contractor clients to help them better manage their businesses. In addition to his responsibilities as a consultant to individual contractors, Randy is responsible for FMI’s merger and acquisition services for several industry segments. As an instructor for FMI seminars, Randy teaches and publishes subjects related to mergers and acquisitions in the construction industry, field productivity improvement, pricing and bidding strategies, financial management for contractors, field management training, integration of consolidated companies and a number of other topics.

Randy is a graduate of Indiana University of Pennsylvania, holding a master of business administration. He received a bachelor of science in business management from David Lipscomb University. Randy also holds a General Securities Representative license (Series 7) from the Securities and Exchange Commission and FINRA.

Construction Technology Forecast

Afternoon Breakout Session – C • 1:30-3:00PM

Have you ever wondered how virtual reality will look on the job site? Or how your mobile devices can be better integrated? Want to learn more about the innovative solutions your peers in the industry are using? In this session, you will sort through the latest trends in building technologies, identifying short-term fads and long-term game changers from mobile apps to augmented reality and drones. Learn about real companies who are researching and implementing the latest technologies and how they are impacting their construction projects. You will also discuss the statistics behind the fourth annual Construction Technology Report, revealing how over 1,000 construction professionals are employing and integrating technology on building projects.

Speaker: James Benham, JB Knowledge, Inc.

While growing up in Baton Rouge, Louisiana, James Benham began writing code at the age of 11 and by 14 had developed his first computer application. Three years later, he co-managed an Internet Services Provider, providing dial-up Internet to over 4,000 users. James went on to complete a Bachelor of Business Administration in Accounting and a Master of Science in Information Systems while in the Corps of Cadets at Texas A&M University. During his final year at TAMU in 2001, James started an IT services company, JBKnowledge, makers of the SmartBidNet, SmartCompliance, and SmartReality cloud solutions, where he is currently President and CEO.

With extensive experience in the design and development of technology to streamline construction and risk management, James speaks across the U.S. and Canada on business information technology, data security, innovative software tools, and augmented reality. Every year, James speaks at national construction conferences including the AGC IT Forum, AEC Hackathon, CFMA, CMAA, CONSTRUCT, CCA and Construct Canada. In addition, he has been recognized among ENR Texas & Louisiana’s 2014 Top 20 Under 40 for his advancements in construction technology. James regularly contributes to industry publications such as Construction Business Owner, Engineering News Record, and AGC TechBrief. James and his company are headquartered in College Station, Texas with his wife and two daughters.

How LED Retrofit Projects Provide Business Development Opportunities

Afternoon Breakout Session – C • 1:30-3:00PM

In a case study format, we will dissect a recent LED retrofit project from the perspective of the owner approved business case, LED and control technology chosen, financing options, installation, solution provider collaboration, and lessons learned. This case study will lead to a discussion of how a number of different emerging technologies are impacting the electrical industry and creating opportunities for the electrical contractor to be successful in the energy services retrofit market. We will also highlight how these energy efficiency projects can ultimately lead to traditional and non-traditional new and incremental business opportunities.

Speaker: Tim Speno, E2E Summit

Tim Speno is President & CEO of E2E Summit™, a Gold Level Training Partner for the Electrical Training Alliance. He is a member of the Electri Foundation for the Electrical Industry, co-lead faculty member for the Outstanding Apprentice Group, and subject matter expert and keynote speaker on Business Development through Emerging Technology & Trends. Notably, Tim is the founder and sponsor for the Electrical Training Alliance’s Outstanding Instructor Award and has been awarded three patents for Remote/Wireless Fuse Monitoring.

Fraud and Embezzlement: Lessons from the Trenches

Afternoon Breakout Session – C • 1:30-3:00PM

Fraud can wreak havoc on organization financial performance and undermine business objectives. No business is immune from the risks associated with fraud, and education is the key to prevention. With stories from the trenches and often overlooked prevention tips, this fast-paced program will discuss the symptoms management should watch for to mitigate fraud.

Speaker: Angela Morelock, BKD

Angela has more than 20 years of experience and leads BKD’s forensic accounting and investigations team, providing fraud investigation and prevention, complex litigation support and forensic accounting services for a variety of business clients. She regularly provides consulting and expert witness assistance to attorneys in a variety of litigation matters. Angela and her team have investigated some of the largest fraud cases in the United States. Her clients include the FBI, U.S. Department of Justice and the U.S. Attorney’s Office.

Angela has been qualified as an expert witness in cases involving criminal and civil fraud, securities fraud, business valuation, acquisition disputes, commercial business damages, funding constitutionality, bankruptcy, breach of fiduciary duty, fidelity and bonding claim disputes and other financial matters in both federal courts and numerous state level courts around the country. She also has served as an arbitrator in a post-acquisition dispute matter. Representative cases include a multimillion dollar securities fraud case involving manipulation of publicly filed financial statements, a nearly $100 million acquisition dispute, lost profits and damages related to distributorship termination, damages under Federal Sentencing Guidelines related to financial statement manipulations, lost profits and damages related to supplier agreement interruption, business interruption related to property damage, damages related to non-compete violations and damages related to wrongful death.

A certified fraud examiner (CFE), certified in financial forensics (CFF), and Certified Forensic Accountant® (Cr.FA®) as well as a CPA, Angela is responsible for resolving a wide range of allegations of fraud and white-collar crime. She participates in more than 60 hours of continuing education each year and has attended numerous valuation, litigation services, damages and fraud courses offered by the American Institute of Certified Public Accountants (AICPA) and Association of Certified Fraud Examiners (ACFE). Angela has an extensive background in business valuation, and in 1998, she earned the AICPA’s Accredited in Business Valuation (ABV) designation, which is granted exclusively to CPAs who demonstrate business valuation expertise and experience.
An avid public speaker, Angela is a frequent lecturer at national conferences and other business group meetings. Her educational sessions on white-collar crime receive high audience ratings. In 2008, Angela was chosen by Midwest CEO Magazine as one of the area’s “Most Influential Women.” In 2009, Angela was chosen by the Springfield Business Journal as one of the area’s “20 Most Influential Women.”

Angela is a member of the ACFE, ACFEI, AICPA and Missouri Society of Certified Public Accountants. Angela is a 1993 summa cum laude graduate of Missouri State University, Springfield, with a B.S. degree in accounting.

Valuations, Mergers & Acquisitions

Afternoon Breakout Session – C • 1:30-3:00PM

How much is your company really worth? Do you truly understand why one competitor can command a multiple of six time earnings while others only receive three? At what price would an acquiring firm value your company? How do business valuation firms assess the value companies? Is personal goodwill a viable alternative for you as a method of achieving tax efficient business transfers?

Learn how to answer these questions the right way, for you, your company, and from your buyer’s perspective. Regardless of your situation, it’s important for you to know how to assess the true value of your company and the value drivers in your business for an external sale. Equally important is understanding what strategies allow you to keep more of what you’ve worked so hard to own, especially with tax yields on sales transaction ranging from 0% to as high as 50%.

Speakers: Kevin Kennedy and Joseph Bazzano, Beacon Exit Planning

Mr. Kennedy is the founder of Beacon Exit Planning LLC, America’s Exit Planner®, and a nationally recognized speaker, author and thought leader for business owners with exit planning and succession. He personally walked the exit path and understands firsthand the challenges an owner faces from buying and selling an ENR Top 20 specialty contracting company and implementing succession planning to the fourth generation team.

Mr. Kennedy’s message resonates with business owners because he has walked the path with his firsthand understanding of the challenges owners face with the attachment to the business, choices, taxes and the complicated exit process.

Joe Bazzano is the COO of Beacon Exit Planning, a certified public accountant, certified valuation analyst and a certified business exit consultant with over 20 years of experience in public accounting, valuation and exit strategy services to closely held companies ranging from $100,000 to $100 million.

His consulting services have shown business owners how to increase the value of their businesses by millions of dollars with exponential savings on tax dollars. His areas of expertise include financial reporting, consulting, business valuations, mergers and acquisitions, exit strategies, tax planning and compliance for individuals and business entities.

Electrical Contractor Safety Responsibilities and Strategies

Afternoon Breakout Session – C • 1:30-3:00PM

As an electrical contractor, your risk exposures can vary greatly from one job to the next. Insurance solutions can vary greatly as well, from traditional programs to captives. Successful contractors have many options to ensure that their assets are protected correctly. This session will focus on what progressive NECA members are doing with their insurance to effectively manage their risk and improve their bottom line in the process. This session provides guidance for developing and maintaining an effective safety management strategy. Drawing from NECA’s Standing Policy on Safety and the importance of implementing shared responsibilities, the essentials from personal and organizational safety philosophies and how policies can serve to achieve effective safety programs will be covered. During the session, attendees will be presented with a real life arc flash case study, with a total loss value in excess of $1,000,000, reviewing damages and injuries and determine what happened and who is liable.

Speakers: John Gaston, Westex; Michael Johnston, NECA; Laramie Sandquist, Federated Insurance and Dan Henrich, PDE Total Energy Solutions

John Gaston is the Director of Sales and Marketing for Westex by Milliken. Starting his career 18 years ago with Westex, John has extensive knowledge of global protective clothing standards and arc rated fabrics. Over the past decade, John has focused on the electrical market working NECA, the Electrical Training Alliance and IBEW to help educate on the electrical arc flash hazard.

Michael Johnston is NECA’s executive director of standards and safety. He is a member of the IBEW and has experience as an electrical journeyman wireman, foreman, and project superintendent, and is a certified master electrical inspector. Mike is the Chairman of the National Electrical Code Technical Correlating Committee and serves on the NFPA NEC Smart Grid Task Force. He is also an active member of IAEI, NFPA, ASSE, the NFPA Electrical Section, Education Section, the UL Electrical Council, and National Safety Council.

Laramie Sandquist is an Owatonna, Minnesota, native. He graduated from Minnesota State University – Mankato with an undergraduate degree in business administration, and furthered his education by obtaining his MBA in finance and risk management from the University of St. Thomas in Minneapolis, Minnesota. He started his career with Federated Insurance as a risk consultant in the Field Services Department. Subsequent career changes included field production underwriter, risk management trainer, and training manager in Federated’s Learning Center. Laramie holds several industry designations including CPCU, ARM, ERM, APA, and CIPA. His experience as a speaker and his knowledge of risk management issues has given him numerous opportunities to share his expertise with associations, clients, and outside groups. In his current position of risk manager – national accounts, Laramie’s main responsibilities include directing Federated’s Risk Management Academy by developing and facilitating one- and 2½-day Risk Manager Seminars, presenting at national association conventions, and supporting the members of Federated’s national affinity partners with risk management tools and strategies.

Dan Henrich is Founder and President of PDE Total Energy Solutions, a critical power, design-build contractor specializing in DC-power systems. During the 2008 economic downturn, PDE retrained its team, refined its business development plan and changed its name to PDE Total Energy Solutions. PDE recently designed and integrated a number of cutting edge projects, aggregating fuel cells, energy storage, solar, EV charging stations into a microgrid design. Forbes Online recognized PDE’s 1MW energy storage, microgrid project as a “Top 12 Energy Project in 2012”. PDE is currently leading the design efforts for a smart microgrid project at Penn State University. PDE recently completed engineering and procurement for an off-grid system in the Caribbean, PDE designed an energy storage system and controls to support a 1MW solar installation and water treatment plant. This is the largest installation of its kind in the region and is a game changer for energy policy and delivery in the region. PDE’s commissioned a groundbreaking project in August 2012 at the Electrical Training Institute in Commerce, CA. This a first of its kind system, combining energy storage, solar generation, electrical vehicle charging and building load management in one unit. PDE was recently selected as EPC for Phase 2 of this project which will be the largest privately owned Net Zero Energy retrofit in the U.S. Dan is co-founder of Energy Economic Modeling, Inc.(EEM). EEM worked with National Electrical Contractors Association (NECA) to develop an online energy economic modeling program. NECAWORKS™ is a powerful screening tool for projects containing energy efficiency, distributed generation, solar or storage. Dan is a board member of Los Angeles NECA, is a committee member NECA’s National Energy Solutions Task Force and a member of LA-NECA’s Safety Committee.

Stress Reducing Skills

Afternoon Breakout Session – C • 1:30-3:00PM

Description TBD

Speaker: Alice Domar, Harvard Medical School

Alice D. Domar, PhD is a pioneer in the field of mind/body medicine. She conducts ongoing ground-breaking research which focuses on the relationship between stress and various medical conditions, as well as the impact of lifestyle habits on mental and physical health. Dr. Domar received her Ph.D. in Health Psychology from Albert Einstein College of Medicine/Ferkauf School of Professional Psychology. Her post-doctoral training was at Beth Israel Hospital, Deaconess Hospital, and Children’s Hospital, all in Boston. She is currently the Executive Director of the Domar Center for Mind/Body Health, an associate professor at Harvard Medical School, and a senior staff psychologist at Beth Israel Deaconess Medical Center. Dr. Domar has compiled an impressive list of accomplishments as a best-selling author, media authority and sought-after public speaker. She is the author of numerous books, and is on the advisory board for Shape and Parents magazines. She is on the Board of Experts for ShareCare.com and was a columnist for Redbook and Health magazines. She was also a featured expert on the online social health network BeWell.com. Three of her books have been finalists for the Books for a Better Life Award. She was also the Series Editor for a series of mind/body books by Harvard Medical Publications/Simon and Schuster. She is the narrator of the DVD’s “Stress and Relaxation Explained” and “Infertility Explained”, both of which won silver Telly Awards. Dr. Domar has appeared on the Today Show, Good Morning America, CBS This Morning, Dateline NBC, CNN, PBS, and the CBS and NBC Evening News, to name a few. She presents lectures and conducts workshops throughout the US and around the world and went on tour with Oprah in the spring of 2004 and 2005 with the LLuminari team. Dr. Domar was named to the prestigious list of 15 “Women to Watch in 2004” by Lifetime TV. Her newest book is co-authored with Dr. Susan Love, called “Live a Little” (Three Rivers Press, 2011). She has been a keynote speaker and workshop leader at conferences worldwide and her clients have included PepsiCo, Bloomberg, Bank of NY/Mellon, General Electric, Johnson & Johnson, Merck, Fidelity, Ferring, and EMD Serono.

Sunday April 12, 2015
Registration 1:00pm – 5:00pm
Monday April 13, 2015
Golf Tournament: Miami Beach Golf Club (additional fees apply) 8:00am
Registration 9:00am – 5:00pm
Conference Opens 5:00pm
First Plenary Session: Steve Wiley 5:00pm – 6:30pm
Networking Reception 6:30pm
Tuesday April 14, 2015
Registration 7:30am – 5:00pm
Breakfast 7:30am
Morning Breakout Sessions – A 8:30am – 10:00am
Interactive Break 10:00am – 10:45am
Morning Breakout Sessions – B 10:45am – 12:15pm
Lunch 12:30pm
Afternoon Breakout Sessions – C 1:30pm – 3:00pm
Interactive Break 3:00pm – 4:00pm
Wednesday April 15, 2015
Breakfast 7:30am
Morning Breakout Sessions – A 8:30am – 10:00am
Interactive Break 10:00am – 10:45am
Morning Breakout Sessions – B 10:45am – 12:15pm
Forum Lunch 12:30pm
Plenary Session: Scott Klososky 1:45pm – 3:15pm
Wrap Up 3:15pm – 4:00pm
Optional Chapter Dinners 6:00pm – 8:00pm
Closing Reception 8:00pm – 10:00pm
Thursday April 16, 2015
Leadership Breakfast 7:30am
Scheduled District Council Meetings 8:30am

Quick Facts

3 DAYS

April 13-16, 2015 • InterContinental Miami • Miami, FL • Full registration $850

2 PLENARY SESSIONS

Steve Wiley, Leadership, Personal and Business Development Trainer • Scott Klososky, Entrepreneur and Strategist

3 INTERACTIVE BREAKS

Short, small group sessions on the most current topics affecting you

28 BREAKOUTS

Leadership • Operations • Business Development • Finance • Personal Development

LOCATION:

InterContinental Miami

DRESS:

Resort Casual

For questions or more information about NECANOW 2015, contact Katie Nolan • 301-215-4506 • katie@necanet.org

FEEs & Registration Information

Registration Opens: January 21, 2015

EARLY REGISTRATION RATES:

Member- $850
Spouse – $435
Child(+7) – $75

REGULAR REGISTRATION RATES:

(on or after March 6, 2015)

Member – $925
Spouse – $535
Child(+7) – $75

HOTEL: INTERCONTINENTAL MIAMI

 

ROOM RATE: $269.00

Suites by request, based on availability

Register for the conference and book your hotel in Miami through CMR – Convention Management Resources. Hotel rooms are available on a first-come, first-served basis.

REGISTRATION CANCELLATION:

Full refunds will be issued on or before March 12, 2015

REGISTRATION REFUND CUTOFFS:

Cancellation requests received between March 13, 2015 and April 6, 2015 will receive a refund less a $100 administrative fee; Requests received after April 7, 2015 (no refund) All attempts will be made to process refunds within 4-6 weeks of cancellation.

NOTE: This is a member and premier partner event only. Non-members and invitees will not be registered. Contact CMR for more information at 1 800 750 4949 or click here for more information »

Steve Wiley • Leadership & Personal Development

NECA Now First Plenary Session

MONDAY, APRIL 13 – 5:00PM

WileyMost American historians identify the Battle of Gettysburg as the unexpected turning point of the Civil War. Steven B. Wiley recognizes it as the place where the leadership edge of the war shifted as participants were forced to act in a rapidly changing, stressful environment with limited information and limited resources.

Wiley is the president and founder of The Lincoln Leadership Institute at Gettysburg. He is also a proven entrepreneur, author, highly acclaimed speaker, and one of the nation’s most sought after performance coaches.

He will use the battlefield as a classroom, history as a metaphor, and lively storytelling and multimedia presentations to provide insights on leadership development, marketing, negotiation, sales and business development in his keynote address on Monday, April 13

But that’s not all! In a breakout session on Tuesday, April 14, he will take us from the battle to the boardroom to introduce proven strategies of revenue enhancement and cost avoidance through win-win negotiation.

Read more »


STEVEN B. WILEY

The Lincoln Leadership Institute at Gettysburg

Most American historians identify the Battle of Gettysburg as the unexpected turning point of the Civil War. Steven B. Wiley, president and founder of The Lincoln Leadership Institute at Gettysburg, recognizes it as the place where the leadership edge of the war shifted.

That’s important because the conflict between the states presented leadership challenges on a scale never before experienced in our nation. The heroes of Gettysburg were forced to act in a rapidly changing, stressful environment with limited information and limited resources. (Sort of like running your business, perhaps?)

In his keynote address on Monday, April 13, Wiley will use the battlefield as a classroom, history as a metaphor, and lively storytelling and multimedia presentations to provide insights on leadership development, marketing, negotiation, sales and business development. The primary focus will be on the actionable concepts of transactional, transformational, and anticipatory leadership.

But that’s not all! In a breakout session on Tuesday, April 14, Wiley takes us from the battle to the boardroom to introduce proven strategies of revenue enhancement and cost avoidance through win-win negotiation. The focus is on how to overcome reluctance to bargain, how to deal with opponents who intimidate, and how to save your organization’s resources —time, schedules, money or people.

Wiley’s business experience includes the founding of three companies: two international franchise organizations and a national chain of fleet management centers. One of America’s most sought-after performance coaches, he has trained and entertained hundreds of thousands of top executives from around the world through his speaking and teaching engagements.

Scott Klososky • Technology Transformed

NECA Now Second Plenary Session

WEDNESDAY, April 15 • 1:45PM

Scott Klososky, the former CEO of three successful tech startup companies and principal at consulting firm Future Point of View, specializes in seeing beyond the horizon of how technology is changing the world. As an international speaker, consultant, and author, he changes organizations and businesses by translating where trends in technology and leadership are going.

As a technology entrepreneur, he also continually works in the trenches of building his own companies. Currently, he is developing Crowdscribed, a new model of publishing.

Combining his “over the horizon” vision, and “in the trenches” experience, Klososky’s speaking engagements are all about transforming, not merely informing, and he does it in a fast-paced, entertaining style. To this, he adds the delivery of practical technology tools or concepts that can be applied as soon as the attendees get back to the office. Prepare to be transformed at his keynote address on Tuesday, April 14.

Read more »

Much more than a technology expert, Scott Klososky is the former CEO of three successful tech startup companies and principal at consulting firm Future Point of View. He specializes in seeing beyond the horizon of how technology is changing the world. Those who have attended his speaking engagements see him as an entrepreneur, strategist, visionary, and thought-leader.

With a high level of flair, Klososky translates where trends in technology and leadership are going. The focus is on how technology can be fully leveraged in order to gain new capabilities, improve efficiency and productivity, uncover business opportunities, drive top-line revenues (or lower bottom-line costs), and benefit a business or organization in many additional ways. He delivers it in a fast-paced, entertaining style, with demonstrations of cool innovations. To this, he adds the delivery of practical technology tools or concepts that can be applied as soon as the attendees get back to the office.

His unique perspectives on technology, business culture, and the future allow him to travel the globe as an international speaker, consultant, and author, publishing three titles to date and working with senior execs in organizations ranging from the Fortune 500 to universities, nonprofits, and countless professional associations and coalitions. As a technology entrepreneur, he also continually works in the trenches of building his own companies. Currently, he is developing Crowdscribed, a new model of publishing producing titles that will guarantee readers — and revenue.

Combining his “over the horizon” vision, and “in the trenches” experience, Klososky is all about transforming, not merely informing. Prepare to be transformed at his keynote address on Tuesday, April 14.