PROGRAM

2022-10-16
2022-10-16
2022-10-17
2022-10-17
2022-10-18
2022-10-18
2022-10-19
2022-10-19
06:15 - 07:15
Golf Check-In

If you wish to register for the tournament please email eventregistration@mcaa.org to do so.

07:15
Golf Buses Depart for Tustin Ranch

If you wish to register for the tournament please email eventregistration@mcaa.org to do so.

08:00 - 14:00
Golf Tournament at Tustin Ranch

Sponsored by ServiceTitan

Join the ever popular MSCA Golf Tournament at a very special pre-conference date on Sunday. Enjoy the beautiful Tustin Ranch Course for a private morning tee time.

The cost is $205, and includes the green fee, cart fee, range balls, breakfast on arrival, lunch, transportation, and tournament fees. Club rentals are available. Registration is limited to the first 120 paid golf registrations received. All registered attendees and spouses are welcome to play.

Learn more on the Activities page.

If you wish to register for the tournament please email eventregistration@mcaa.org to do so.

13:00 - 19:00
MSCA Registration and Information Desk
15:00 - 16:00
Student Chapter Meet and Greet

Students are invited to a special pre-conference meet and greet where they can meet and network with contractors.

16:00 - 17:00
WiMI Welcome Reception

Join us for a special WiMI networking reception. Women in the Mechanical Industry is an initiative MCAA started in 2018 as a way to foster networking, education, and elevating women in our industry. If you are a first timer and would like to attend the WiMI reception, start here and then head over to the First Timer’s Reception. They are close to each other so you can attend both!

16:00 - 16:15
First Timer’s Orientation

Is this your first time coming to the MSCA Education Conference and you’re not sure what to do or where to start? Join us for an informal orientation where you can find out more about the conference and how to make the most out of your time.

16:15 - 17:15
First Timer’s Reception

Is this your first MSCA Education Conference? You are invited to attend our First Timer’s Reception, an excellent opportunity to meet members of the MSCA Board of Managers and the MSCA Education Committee.

17:30 - 19:00
Opening Session – Bending the Curve: Tools to Unlock Organization Growth

Join MSCA Chair Mark Crockett as he welcomes attendees to the 36th Annual MSCA Education Conference!

Our first keynote speaker is Bonin Bough, and he will be bringing a message of how to unlock your organizational growth. Growth is the only thing that matters in business in the 21st century. Whether you are an employee at a start-up or working for a global brand, Bonin brings tried-and-tested models that will allow you to shift the time-frame for your company’s growth trajectory.

You’ll learn how break-through communications, combined with customer data, is set to create an entirely new and direct relationship with the consumer. Bonin will share the real-life story of how he leveraged this methodology to grow Sundial Brands (Shea Moisture) from $250-$350 million before they were acquired by Unilever for close to $1 billion. He will also share how he is now working with a portfolio of companies that are developing the technologies and platforms that will help your organization to unlock this type of success in the future.

Opening Session – Bending the Curve: Tools to Unlock Organization Growth image
Mark Crockett
Vice President, Owner at Crockett Facilities, Inc. | MSCA Chair
Opening Session – Bending the Curve: Tools to Unlock Organization Growth image
Bonin Bough
Chief Growth Officer, Triller
19:00 - 21:00
Welcome Reception – A Taste of California

Enjoy the California sun and waves while you catch up with your friends and peers at MSCA22’s Welcome Reception.

07:00 - 08:00
Breakfast
07:00 - 16:00
MSCA Registration and Information Desk
08:15 - 09:45
Education Session #1 – How to Improve the Transfer of Knowledge When Training in the Workplace

Many organizations train, but don’t really know how to transfer knowledge to their employees. They struggle to communicate standard information across their workforce. Employees are faced with too much information to be retained at once, and all too often training and communication is not relevant, timely, or accessible.

Knowledge transfer is defined as getting the right amount of information to complete a task properly, and creating a way to share it effectively with the right people. Microlearning can help build a culture that is more productive, more efficient, and incident-free when it is delivered in a way that increases retention.

In this session you will:

  • Learn three steps to create a trusted library of content
  • Discover how to create bite-sized chunks of information that is easily consumable
  • Engage in interactive exercises to create a microlearning module
Education Session #1 – How to Improve the Transfer of Knowledge When Training in the Workplace image
Dr. Frantz Belot
Co-Founder, Tyfoom
08:15 - 09:45
Education Session #1 – Contractor Panel: The State of the Market – Looking beyond

There is no question we are living in unprecedented times. It seems as though our society, the market, and our industry as a whole are in constant flux. Come and join us as we sit down and discuss the state of our industry with top leading professionals and get their view points, as well as peek into the future and beyond the horizon.

Education Session #1 – Contractor Panel: The State of the Market – Looking <em>beyond</em> image
Mike Rosone
Vice President of Service Sales, Arista Air Conditioning Corporation
Education Session #1 – Contractor Panel: The State of the Market – Looking <em>beyond</em> image
Christopher Thornberg
Founder, Beacon Economics LLC
08:15 - 09:45
Education Session #1 – Break Through the Ceiling … Are You Flatlining, Failing, or Breaking Through?

When a company operates without a strategic plan the most successful leadership teams get stuck, and complexity and chaos begin to hinder your plans for growth. It may be time to tackle these challenges head on and break through to the next level in your business. Growth and scalability only happen when you are consistent in how you build your business.

One of the greatest misunderstandings of succession planning is that it’s only needed when it’s time to sell or pass the business along to the next generation. This could not be any less accurate. While succession planning is necessary for companies that are transitioning from one ownership group to another, it is also necessary if a company is going to scale and grow.

In this session we will cover how to:

  • Elevate and delegate to your unique ability and scale your business
  • Crystalize roles to improve accountability
  • Simplify and root out complexity as it grows in your organization
  • Break through the ceiling – Hitting the ceiling is a natural part of growing!
Education Session #1 – Break Through the Ceiling … Are You Flatlining, Failing, or Breaking Through? image
Jeff Ruby
Professional EOS Implementer®
10:00 - 13:00
Exhibitor Display

Rediscover the latest HVACR and plumbing products, services and innovative technologies at this year’s incredible exhibitor display. Our industry’s leading suppliers will be there to provide you with a unique opportunity to get first-hand information on all they have to offer your business while also supporting our conference. And be sure to visit Sponsor Row to thank all our conference sponsors who play a big role in the success of this conference.

10:00 - 11:30
Partner Activity – Stretching beyond

Start your Monday off right with a challenging but accessible workout class with bands. Enjoy the sunshine and fresh air while working up a sweat!

There will be a sign up sheet at registration. Limited availability, based on a first come, first served basis.

11:00 - 13:00
Lunch featuring In-N-Out Burger

Don’t miss this special lunch featuring the California classic In-N-Out Burger. Head down towards the Mariners Ballroom to grab lunch and walk around the exhibit space.

13:15 - 14:45
Education Session #2 – How to Improve the Transfer of Knowledge When Training in the Workplace

Many organizations train, but don’t really know how to transfer knowledge to their employees. They struggle to communicate standard information across their workforce. Employees are faced with too much information to be retained at once, and all too often training and communication is not relevant, timely, or accessible.

Knowledge transfer is defined as getting the right amount of information to complete a task properly, and creating a way to share it effectively with the right people. Microlearning can help build a culture that is more productive, more efficient, and incident-free when it is delivered in a way that increases retention.

In this session you will:

  • Learn three steps to create a trusted library of content
  • Discover how to create bite-sized chunks of information that is easily consumable
  • Engage in interactive exercises to create a microlearning module
Education Session #2 – How to Improve the Transfer of Knowledge When Training in the Workplace image
Dr. Frantz Belot
Co-Founder, Tyfoom
13:15 - 14:45
Education Session #2 – Break Through the Ceiling … Are You Flatlining, Failing, or Breaking Through?

When a company operates without a strategic plan the most successful leadership teams get stuck, and complexity and chaos begin to hinder your plans for growth. It may be time to tackle these challenges head on and break through to the next level in your business. Growth and scalability only happen when you are consistent in how you build your business.

One of the greatest misunderstandings of succession planning is that it’s only needed when it’s time to sell or pass the business along to the next generation. This could not be any less accurate. While succession planning is necessary for companies that are transitioning from one ownership group to another, it is also necessary if a company is going to scale and grow.

In this session we will cover how to:

  • Elevate and delegate to your unique ability and scale your business
  • Crystalize roles to improve accountability
  • Simplify and root out complexity as it grows in your organization
  • Break through the ceiling – Hitting the ceiling is a natural part of growing!
Education Session #2 – Break Through the Ceiling … Are You Flatlining, Failing, or Breaking Through? image
Jeff Ruby
Professional EOS Implementer®
13:15 - 14:45
Education Session #2 – Reimagine Work! Creating the Story You Want to Tell

The is the goal of leadership is to create a culture in which people can come to work and be the best version of themselves.

Culture has impact on everything we do, everything we are and everything we become. It even has impact on the bottom line of your company. Research shows that culture is not only a differentiator, but also an asset! Yet it is the one thing we seem to have the toughest time creating and maintaining.

A culture is the behaviors and beliefs of a particular group. Every technician, project manager, and service leader you hire shows up with their own set of beliefs and behaviors and their own idea of what work is and should be. Is it possible that there are people on your team that are unknowingly undermining your culture? Or could we have leaders that, because of their belief systems, are not creating the team you really want?

In this session we will reimagine work…what it is and what it could be! We will chat about some simple movements that could transform your company’s culture and recreate the team into something even bigger and better than it is now.

Warning: thinking will have to expand!

Education Session #2 – Reimagine Work! Creating the Story You Want to Tell image
Steve Thomas
14:45 - 15:00
Coffee Break

Sponsored by CPMCA

15:00 - 16:00
Roundtable Discussions #1 – Lone Worker Safety
This roundtable session will focus on the individuals whose responsibilities leave them isolated on jobsites, and who encounter hazards and risks daily. We will explore ways to improve lone worker safety, tailored approaches for service techs, and review working alone safety programs. If you oversee the safety of lone workers, come share your experiences and learn from others.

Moderators: Raffi Elchemmas and Lindsey Grilec
15:00 - 16:00
Roundtable Discussions #1 – Plumbing Service 101
You have a successful HVAC business and your customers value your services and trust your advice. Why not add plumbing services to your customer offerings? Join us in an exciting discussion about how to start and grow your plumbing service business, including how to get started in the business, how to recruit and retain the best techs, business offerings, technology and how to utilize the National Service and Maintenance Agreement to grow.

Moderators: Sean Fogli and Chris Carter
15:00 - 16:00
Roundtable Discussions #1 – National Service and Maintenance Agreement
Join us for an enlightening discussion on the National Service and Maintenance Agreement, including the most recent updates. Learn how the Agreement can be used to gain market share, maintain your competitive edge, and the importance of local Oversight Committees. Schedule As will also be reviewed.

Modertors: Russ Borst and Brian Kelly
15:00 - 16:00
Roundtable Discussions #1 – 2022 Benchmark Survey Review Part I: Evaluating Key Performance Indicators
Our industry and the world around us are evolving rapidly making the path to operational excellence a moving target. We must be prepared to adapt to new ideas and best practices to help our staff be more productive and our businesses more profitable.
Join us as we review the results of our 2022 Benchmark Survey. In this conversation, we will be looking at some of the Key Performance Indicators (KPIs) that make top performing companies best in class.

Moderators: Kristi Grace and David Geith
15:00 - 16:00
Roundtable Discussions #1 – How to Qualify Sales
In this roundtable, industry leaders will discuss qualifying tools and techniques that enhance the sales process, eliminate wasted time, and generate higher close rates for maintenance agreements and project sales. Participants will be introduced to a Go/No-Go criteria for qualifying suspects, and methods to turn suspects into qualified and interested prospects.

 

Moderators: Ryan Leahy and Heather St. Clair
15:00 - 16:00
Roundtable Discussions #1 – Leveraging Automation and AI for Business Development
In the service industry, Robotic Process Automation (RPA) and Artificial Intelligence (AI) are crucial new technologies.
RPA and AI are cutting-edge software technologies that are automating industry processes and making tedious tasks simpler and manageable.
The goal of this technology is not to fully replace the human element; rather, it’s to make service more efficient and reliable. Learn how some MSCA contractors are already utilizing this technology and get ideas on how to implement them in your business.

Moderators: Rich Happel and Adam Wallenstein
15:00 - 16:00
Roundtable Discussions #1 – MSCA 101
You’re a member of MSCA… now what? As a member of MSCA, you belong to the premiere organization for heating, cooling, plumbing and refrigeration service contractors. You have a wealth of resources and programs available to you to help grow your business and outshine your competition. But have you ever considered how much more value you could gain by becoming actively involved in the association? Join several MSCA leaders to hear how their involvement with MSCA has played a major role in enhancing their own professional development and inspired many new innovative ideas and practices that they have been able to implement within their own companies. Learn what opportunities there are for involvement and why you need to take this next step.

Moderators: Mike Star and Mike Hupp
17:00 - 19:00
Evening Reception

Sponsored by BuildOps

07:00 - 07:45
Breakfast
07:00 - 16:30
MSCA Registration and Information Desk
07:45 - 09:00
General Session – Process Over Product

MSCA Chair Mark Crockett will kickoff today’s session by welcoming MCAA President Bob Bolton, followed by keynote speaker Inky Johnson, who will talk about the importance of the Process over the Product.

The process is about what you become on your journey. The personal growth you achieve during the process is far more significant than the product.

If you focus solely on the goal you wish you meet, if you give yourself permission only to celebrate your accomplishments, you’ll completely miss out on one of the most amazing things about this whole process: your personal growth.

Former college football player and motivational speaker Inky Johnson will leads us through the process that helps us overcome challenges and form a better version of ourselves. Each step of the way, every hurdle and every success is an opportunity to reflect, to celebrate and to revise your process accordingly. By putting all of your attention on the end result, you’ll forget to take a look at all of the changes that are occurring as you’re finding your way.

Then join Mark for the presentation of the annual MSCA Everyday Hero Award. This award is a highly-anticipated feature of our conference where one special person is recognized for going beyond in their community, merely out of the kindness of their hearts and with a passion to make a difference. This individual’s contributions will be recognized, so don’t miss the celebration!

General Session – Process Over Product image
Mark Crockett
Vice President, Owner at Crockett Facilities, Inc. | MSCA Chair
General Session – Process Over Product image
Robert Bolton
CEO/President, Arden Building Companies, LLC | MCAA President
General Session – Process Over Product image
Inky Johnson
Author | Inspirational Speaker
09:00 - 11:30
Convoy of Hope Packing Party

The popular annual Packing Party is just plain fun for a very worthy cause. For the 12th year, join us to help pack thousands of hygiene kits to be distributed to those in need worldwide. This popular event has become a conference highlight. This is an ideal way to meet fellow MSCA attendees while providing tangible help for the needy, all in a fun, interactive environment.

09:15 - 10:45
Education Session #3 – Get a Grip on Your Business

Many of the most successful entrepreneurs and business leaders work longer hours and get less return on their investments of time and money.

Maybe you struggle with some of these challenges:

  • Lack of control over time, markets, or your company
  • People who don’t listen, understand, or follow through
  • Profit that’s inconsistent and/or there’s not enough
  • Growth is happening, but you can’t break through to the next level
  • Quick fixes that come and go bring little change with continued frustrations

Don’t let your business run you. Get a grip on your business!

Education Session #3 – Get a Grip on Your Business image
Jeff Ruby
Professional EOS Implementer®
09:15 - 10:45
Education Session #3 – Inspiring Positive Change!

Sponsored by WiMI

All are invited to join this WiMI sponsored session! As consultant and coach, Doreen draws on the foundation of social and emotional intelligence to transform corporate cultures, performance, and well-being. From building authentic relationships to expanding awareness and crafting more inclusive and resilient teams; you are sure to gain actionable tools you can utilize both on an individual and organizational level. Leave this session feeling renewed, inspired, and equipped with your very own blueprint and plan to create greater I.M.P.A.C.T. and results

Education Session #3 – Inspiring Positive Change! image
Doreen McCormick
Founder and Owner, Doreen McCormick Coaching
09:15 - 10:45
Education Session #3 – Transforming Stigma in the Workplace

This presentation is the best kept secret to improved productivity, team performance and company profits. Addressing mental health has never been more important or more timely. In order to retain employees it is vital to create a culture that meets the needs and addresses the issues that employees have today. Attendees will learn practical tools on how to transform stigma into strength and empower each other to get the help that they need.

You will learn how to:

  • Cultivate a culture of self-care
  • Identify strategies and considerations for having conversations about mental health in the workplace
  • Identify resources to support mental wellness
Education Session #3 – Transforming Stigma in the Workplace image
Mike Veny
Certified Corporate Wellness Specialist® | CEO of Mike Veny Inc, an IACET Accredited Provider
11:00 - 12:00
Roundtable Discussions #2 – Service Operation Excellence
Imagine yourself getting the opportunity to ask the top performing companies in our industry what their most creative, productive, and exciting initiatives were over the last two years. Would you take advantage of that opportunity? If so, then join us as we share with each other our most effective best practices. Walk away with tangible ideas that you can take back to your companies to help your staff be more productive and our businesses more profitable.

 

Moderators: Kristi Grace and David Geith
11:00 - 12:00
Roundtable Discussions #2 – Service Safety: A Healthy Mind Creates a Safe Environment
When technicians are healthy and safe, they make decisions that better align with company objectives. Training is only part of the equation to achieving better business outcomes. Join us as we discuss the latest tools and techniques being used by some of MSCA’s most successful contractors to boost employee engagement and safety, leading to better company culture and profitability.

Moderators: Raffi Elchemmas and Drew Harrison
11:00 - 12:00
Roundtable Discussions #2 – 2022 Benchmark Survey Review Part II: Comparing 2019 and 2022
Please join us as we review the results of our 2022 Benchmark Survey. In this conversation, we will be looking at some of the significant changes between the 2019 survey and now, how COVID has changed the landscape of our business and affected our KPI’s, and what this means for the industry. A look at the changes will help us prepare to move forward.

Moderators: Kip Bagley and Mike Star
11:00 - 12:00
Roundtable Discussions #2 – Succession Planning 101
Succession planning is the process whereby you identify new leaders and develop them to take over the role of the incumbent. In this roundtable, you will learn how to create the next level of leadership within your company. It’s time to delegate and elevate.

Moderators: Bob Lake and Wayne Turchetta
11:00 - 12:00
Roundtable Discussions #2 – Create the Perfect Sales Meeting
Join some of the industry’s best and brightest in a collaborative, robust discussion on how to properly develop and execute a Customer Sales Meeting. The conversation will include, but not be limited to strategies for finding customer pain points, uncovering “the budget”, identifying the decision maker, developing solutions, and solidifying why your company is the right one for the job.

 

Moderators: Mike Rosone and Ryan Leahy
11:00 - 12:00
Roundtable Discussions #2 – Implementing Fleet Management, GPS, and Cameras
In this informative and interactive discussion we will share ideas about fleet management, GPS, cameras and how best to implement these practices starting with identifing cost savings while increasing protection to safety and efficiency. Also, we will discuss the many benefits and experiences that it will bring to our businesses, large or small.

Moderators: Eric Fuchino and John Bollendorf
11:00 - 12:00
Roundtable Discussions #2 – The Full Culture
There are dozens of mechanical service companies in your area that do what you do. What separates you from them? Research shows that culture is not only a differentiator, but also an asset!

Culture has impact on everything we do, everything we are and everything we become. It even has impact on the bottom line of your company. Yet it is the one thing we seem to have the toughest time creating and maintaining. How do we navigate through all that to create the kind of culture that will sustain into the future and help people be their best?

Moderator: Steve Thomas
11:00 - 12:00
Roundtable Discussions #2 – Leveraging Today’s Software for Business Development
Reliable service software is crucial for the operation of your business, but there are so many variables and options on the market. In this roundtable we will discuss how to best utilize software to your company’s advantage, the various options and programs available to you, the pros and cons of specific features, best practices, and integrating your software with the rest of your business. We will also share the most popular software brands that are being utilized by MSCA members attending this conference.

Moderators: Scott Berger and Mike McHenry
12:00 - 13:00
Lunch
14:00 - 15:00
MSCA+ Part I – How to Find Inner Peace in Times of Uncertainty

There has never been a more important time in history to focus on your mental wellness. Finding inner peace is crucial not just to your personal health and safety, but to your happiness. This session will help teach you to shield yourself from stress, put your mind at ease and reduce your anxiety, as well as cope with loneliness and grief.

You will learn about:

  • Why stress management must be prioritized and simple techniques to handle stress
  • Practical exercises to relieve anxiety and manage obsessive thinking
  • Strategies to cope with loneliness and grief

Take some time this afternoon to invest in yourself. All registered guests and their partners/families are invited to attend this session.

MSCA+ Part I – How to Find Inner Peace in Times of Uncertainty image
Mike Veny
Certified Corporate Wellness Specialist® | CEO of Mike Veny Inc, an IACET Accredited Provider
15:15 - 16:30
MSCA+ Part II – Afternoon Activities

All activities for MSCA+ are free for registered guests and their partners/families. Choose from one of the following activities:

  • Healthy Doesn’t Have to be so Hard
  • Find Your Way to Zen
  • Creating Goodwill in the Office
  • Explore the Beach! A Scavenger Hunt by Bike or Foot

Limited availability. First come, first served.

Learn more on the Activities page.

19:00 - 22:00
Evening Reception

Sponsored by MILWAUKEE TOOL

07:00 - 07:30
Sun Run/Walk Breakfast
07:00 - 16:00
MSCA Registration and Information Desk
07:30 - 08:30
9th Annual Sun Run/Walk

The best way to start the day! The MSCA Sun Run/Walk is a 5k run/2-mile walk next to the beautiful Huntington Beach with views of the ocean. This is an incredible way to join your fellow attendees with bringing health and well being into your life. Get up early, enjoy the sunrise, and go beyond the ballroom. Participants will be timed, and the winners will be recognized. Conference attendees and spouses are welcome to attend!

07:45 - 08:45
Breakfast
09:00 - 10:30
Education Session #4 – Now What? Prioritizing Personal & Organization Growth to Go From Recovery to Reinvention

Leaders have been forced to react and respond to a dynamic environment that featured everything from a dismantled supply chain and muted virtual teams to overdue calls for equality, mental health concerns, and an economy on the brink of disaster.

Well, that was fun. How do we go beyond?

Leaders can’t just flip the switch and resume their previously scheduled path to success. And the way forward? It’s filled with unclear and competing priorities, contradictions in what customers want and expect, and a workforce that’s completely divided on why they work and where they work. How do leaders inspire, inform, and prepare their people and organizations for that?

Now what? Prioritize growth.

Yes, that means financial growth, but it also means personal growth, organizational growth, and systems growth. The growth of new communities, new processes, new environments, and more.

Great challenges always create great opportunities. And this opportunity is a once-in-lifetime chance to reinvent and re-energize yourself, your team, and your business. So don’t go back to where you were. Go forward to where you deserve to be.

Too challenging? Don’t worry. You’ll grow into it.

Education Session #4 – Now What? Prioritizing Personal & Organization Growth to Go From Recovery to Reinvention image
Ron Tite
Speaker | Author | Founder & Chief Creative Officer, Church+State
09:00 - 10:30
Education Session #4 – Reimagine Work! Creating the Story You Want to Tell

The goal of leadership is to create a culture in which people can come to work and be the best version of themselves.

Culture has an impact on everything we do, everything we are and everything we become. It even has an impact on your company’s bottom line. Research shows that culture is not only a differentiator, but also an asset! Yet it is the one thing we seem to have the toughest time creating and maintaining.

A culture is the behaviors and beliefs of a particular group. Every technician, project manager, and service leader you hire shows up with their own set of beliefs and behaviors and own idea of what work is and should be. Is it possible that there are people on your team that are unknowingly undermining your culture? Or could we have leaders who, because of their belief systems, are not creating the team you really want?

In this session we will reimagine work…what it is and what it could be! We will chat about some simple movements that could transform the culture and recreate the team into something even bigger and better than it is now.

Warning: thinking will have to go beyond!

Education Session #4 – Reimagine Work! Creating the Story You Want to Tell image
Steve Thomas
09:00 - 10:30
Education Session #4 – Mentoring vs. Coaching: What You Need to Know

Mentoring and coaching, boy do we get it wrong in this industry! Using the wrong leadership styles in the wrong way doesn’t just scream poor leadership, it can harm all your efforts towards success. Hear about the two ways to lead your people and how you can leverage them to make both your life and theirs better at work and at home.

At the end of this session, attendees will be able to:

  • Explain the differences between mentoring and coaching
  • Determine when to use each skill
  • Define your strengths as a leader
Education Session #4 – Mentoring vs. Coaching: What You Need to Know image
Regina McMichael
President, The Learning Factory, Inc.
10:30 - 10:45
Coffee Break

Sponsored by CPMCA

10:45 - 12:15
Education Session #5 – Mentoring vs. Coaching: What You Need to Know

Mentoring and coaching, boy do we get it wrong in this industry! Using the wrong leadership styles in the wrong way doesn’t just scream poor leadership, it can harm all your efforts towards success. Hear about the two ways to lead your people and how you can leverage them to make both your life and theirs better at work and at home.

At the end of this session, attendees will be able to:

  • Explain the differences between mentoring and coaching
  • Determine when to use each skill
  • Define your strengths as a leader
Education Session #5 – Mentoring vs. Coaching: What You Need to Know image
Regina McMichael
President, The Learning Factory, Inc.
10:45 - 12:15
Education Session #5 – Now What? Prioritizing Personal & Organization Growth to Go From Recovery to Reinvention

Leaders have been forced to react and respond to a dynamic environment that featured everything from a dismantled supply chain and muted virtual teams to overdue calls for equality, mental health concerns, and an economy on the brink of disaster.

Well, that was fun. How do we go beyond?

Leaders can’t just flip the switch and resume their previously scheduled path to success. And the way forward? It’s filled with unclear and competing priorities, contradictions in what customers want and expect, and a workforce that’s completely divided on why they work and where they work. How do leaders inspire, inform, and prepare their people and organizations for that?

Now what? Prioritize growth.

Yes, that means financial growth, but it also means personal growth, organizational growth, and systems growth. The growth of new communities, new processes, new environments, and more.

Great challenges always create great opportunities. And this opportunity is a once-in-lifetime chance to reinvent and re-energize yourself, your team, and your business. So don’t go back to where you were. Go forward to where you deserve to be.

Too challenging? Don’t worry. You’ll grow into it.

Education Session #5 – Now What? Prioritizing Personal & Organization Growth to Go From Recovery to Reinvention image
Ron Tite
Speaker | Author | Founder & Chief Creative Officer, Church+State
10:45 - 12:15
Education Session #5 – Contractor Panel: Technology Today and beyond

The rapid changes in our market are constantly creating a demand for new technologies. In order for our companies to be relevant in these changing times, we must be aware of what has changed and what will soon change. Join us today as we talk about current and changing technologies that will define the HVAC industry in 2022 and beyond.

Education Session #5 – Contractor Panel: Technology Today and <em>beyond</em> image
Drew Harrison
Vice President of Operations, Harrison Energy Partners
12:15 - 13:15
Lunch
13:30 - 14:30
Roundtable Discussions #3 – The R-22 Phaseout is Almost Here, Are You Prepared?
Join us as we dive deeper into phaseouts with R-22, 410A, as well as other refrigerants. How should mechanical contractors be prepared? And how do you get clients onboard and prepared for the next refrigerant change?

 

Moderators: Woody Woodall
13:30 - 14:30
Roundtable Discussions #3 – PM Sales Strategies and the Renewal Process
Join us for a discussion on ideas and strategies to ensure a competitive and winning PM program, and how to maximize each opportunity. Additionally, we will discuss how to successfully navigate the renewal process to ensure high retention rates.

 

Moderators: Kane Armistead and Max Grek
13:30 - 14:30
Roundtable Discussions #3 – Service Operation Excellence: Recruiting and Retention
This roundtable will be an informative discussion regarding the recruitment of new qualified candidates to support your growing company, as well as retention of your existing employees. All ideas will be discussed from marketing, social media, office space, flex work, training, and incentives. All input is welcome!

 

Moderators: Eric Fuchino and Al May
13:30 - 14:30
Roundtable Discussions #3 – 2022 Benchmark Survey Review Part III: Results by Company Size
Please join us as we review the results of our 2022 Benchmark Survey. In this conversation we will be discussing the results broken down by company size, which can provide specific insight relevant to your company. This is a great opportunity to see how companies of different sizes are operating.

Moderators: Renee Fiorelli and Dave Sommer
13:30 - 14:30
Roundtable Discussions #3 – How Do You Compensate Your Sales Team?
Incentive programs are one of a sales leader’s most powerful levers. There are many effective ways to compensate sales teams. Sales leaders must carefully consider the benefits and impacts the program will have on the team and the company. This roundtable will discuss various plans and weigh the benefits of each.

Moderators: Chris Carter and Wayne Turchetta
13:30 - 14:30
Roundtable Discussions #3 – Using Drones for Your Business
In this session, you’ll get a chance to discuss how drones can be used in the service industry, as well as general usages (inspections, marketing, sales), types, operations, safety, and part 107 certification.

 

Moderator: Jordan Lung and Mike Hupp
13:30 - 14:30
Roundtable Discussions #3 – Leveraging Technology for Business Development
Change is the only constant in our industry – what technology are you leveraging to ensure that your staff is making the most out of opportunities, data, and processes? In this roundtable, we will discuss and share exciting new systems and approaches to our work that can differentiate us as contractors. If you’re not keeping up, you’re getting left behind!

Moderators: Mike McHenry and Adam Wallenstein
14:45 - 16:00
Closing Session – 5 Steps to Making the Impossible Possible

Join our final session where we will celebrate MSCA Chair Mark Crockett and have the changing of the guard.

Then be inspired by our keynote speaker, Ben Nemtin. Ben has driven many other people to chase and achieve their dreams, as both a helping hand and as an inspiration. These experiences have taught him that articulating and prioritizing your personal goals is not a selfish act—but one that creates a ripple effect that can both help others directly and inspire others to live their best life. Ben weaves the remarkable story of how The Buried Life grew from 100 impossible dreams into a global movement and connects his story to the fabric of our daily lives.

Ben’s message of radical possibility combined with his ‘5 Steps to Make the Impossible Possible’ leaves audiences not only inspired but also equipped to tackle the seemingly insurmountable. Ben’s system of achieving impossible goals demystifies daunting tasks by turning ‘dreams’ into ‘projects’ and creating a digestible pathway to success. Ben reminds us that it’s never too late to start your list or leave a lasting impact on others.

Closing Session – 5 Steps to Making the Impossible Possible image
Mark Crockett
Vice President, Owner at Crockett Facilities, Inc. | MSCA Chair
Closing Session – 5 Steps to Making the Impossible Possible image
Brian P. Kelly
Director of HVACR Service, United Association
Closing Session – 5 Steps to Making the Impossible Possible image
Ben Nemtin
Co-Founder, The Buried Life
19:00 - 22:00
Closing Night Party: beyond the Islands

Enjoy your final night at MSCA22 with a Tiki-themed bash that goes beyond the Islands! Join in the fun with Tiki drinks, palm trees, and island-inspired performers for a perfect night that is beyond your expectations! And to please the Tiki gods, Island-themed dress is encouraged!

Select date to see events.

Join us in Huntington Beach

Located on the famous Pacific Coast Highway across the street from pristine California beaches, the Hyatt Regency Huntington Beach Resort and Spa provides a wide range of attractions and activities from biking, surfing, and golfing to world-class shopping and dining at nearby Huntington Beach Pier and Seacliff Village Shopping Center. There are many ways to get out and explore the beauty and relaxed vibes of this Southern California gem.

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Our Sponsors

Thanks to all our sponsors!
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