Yacht & Beach Club Resort

Orlando, Florida

March 6 – 7, 2025

(Thursday – Friday)

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Bringing together education, entertainment and networking, EPIC2025 is the can’t-miss event of the year for the home services industry. Set for March 6-7 at Disney World’s Yacht & Beach Club Resort in Orlando, FL, EPIC2025 will feature unforgettable celebrity keynote presenters, breakout sessions delivered by legendary industry experts, an immersive cutting-edge product & services showcase, dynamic networking opportunities, and the industry’s blowout party of the year.

Keynote Presenters

Agenda

Wednesday 3/5 – Optional Pre-Events

Thursday 3/6 – Conference Day 1

Friday 3/7 – Conference Day 2

Wednesday, March 5

Looking for additional training events in addition to EPIC2025? We’ve partnered with leading organizations in the industry for optional pre-events on Wednesday, March 5. All pre-events will take place on site at the Yacht & Beach Club Resort. Learn more about each pre-event below, including topic overview, schedule and cost (if any).

Everyone Welcome

8:00AM – 3:00PM

Tee Off for the Trades Charity Golf Benefiting Women in HVACR & EGIA Foundation

Shingle Creek Golf Club

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Kick off your EPIC week with fun, food, beverages and networking at the third annual Tee Off for the Trades — a charity golf tournament supporting industry charities Women in HVACR. Hit the links with industry peers in this shotgun-start scramble and play 18 holes at the beautiful Shingle Creek Golf Club the day before EPIC2025. You’ll get a chance to win special prizes like hole-in-one and longest putt, forge new friendships with every hole, enjoy sponsored drink stations and even a happy hour reception to close out the day — all while raising funds that will help workforce development in our industry. There are only 144 spots, so grab yours before they sell out!

Register Now

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Everyone Welcome

8:00AM – 4:30PM

Contractor Connect LIVE!

Presented by: Drew Cameron

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Back by overwhelming demand, Contractor Connect LIVE! returns after rave reviews from our inaugural event in Austin, TX last April. Join Drew Cameron and an esteemed panel of presenters for a dynamic, interactive, and immersive educational experience like no other. This event offers a unique platform for peer-to-peer and instructor idea sharing, focusing on collaboration, innovation, and optimization in the home service industry. It’s our acclaimed Contractor Connect social media group – but live!

Contractor Connect LIVE! is not your typical business training workshop. Designed to inspire and equip contractors with strategies and tactics for business success, this event emphasizes active participation and collaboration. Attendees will engage in team exercises, town-hall contractor interviews, and peer-driven Q&A sessions to discuss successes, setbacks, challenges, and opportunities in the rapidly evolving marketplace.

You’ll hear from fellow contractors and award-winning educators and consultants about developing, troubleshooting, and scaling a successful and profitable contracting business. Drew Cameron will facilitate the event, sharing his unique experiences and the latest industry trends, and he’ll guide attendees as they set goals for the next 90 days, with support and accountability from peers and event faculty to ensure maximum integration.

Join us in Orlando for Contractor Connect LIVE!, where ideas will be born, connections will be made, and the future of home service contracting will be shaped.

Plus, you’ll learn:

Strategies for business success in today’s competitive market
Techniques for effective troubleshooting and problem-solving
How to actively participate and collaborate in team exercises
Goal-setting and achieving with peer support and accountability
And so much more!

Register Now

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Everyone Welcome

9:00AM – 4:00PM

Business Planning Bootcamp

Presented by: TBD

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Are you ready to transform your business and take control of your destiny? Imagine a life where you have the time, money, and freedom you’ve always dreamt of. Join us for an exclusive one day workshop that promises to reshape your business and elevate your quality of life. As a dedicated business owner, you deserve nothing less!

In this power packed workshop, you’ll embark on a journey of self discovery and strategic planning. The first half of the day will be dedicated to a comprehensive exploration of your company’s strengths, financial standing, and target markets. Armed with this knowledge, you’ll be prepared to tackle the challenges and questions that have held you back for too long.

After a rejuvenating lunch break, the workshop takes a deep dive into the heart of your business concerns:

Daily Revenue Goals: Learn how to calculate the minimum daily revenue required to break even and discover the revenue threshold needed to achieve a desirable 15% net profit.
Cohesive Team Building: Uncover strategies to align your employees’ mindset with your vision and foster a shared sense of purpose. Learn how to nurture a team that thinks and operates in sync.
Strategic Hiring: Gain insights into the opportune moments to expand your workforce. Determine when to hire the next tech, installation crew, or salesperson to support your growth effectively.
Accountability vs. Retention: Navigate the delicate balance between accountability and team retention. Explore methods to hold technicians and installers accountable while ensuring a motivated workforce.
Effective Management: Identify the qualities of a successful manager and the process of selecting and integrating them into your company. Address the challenge of accommodating increased overhead costs.
Leadership Transformation: Transition from being the 24/7 problem solver to a visionary leader who guides a proactive team. Discover techniques to resolve issues at their root and prevent escalation.
Uninterrupted Vacations: Learn strategies to detach from your business confidently and enjoy uninterrupted vacations with your family. Gain the assurance that your business will thrive in your absence.

Many accomplished contractors have found answers to these pivotal questions and have achieved a fulfilling, low pressure professional life. Their journey began with a transformative workshop and guidance from experienced mentors.

By the end of this workshop, you will walk away with:

A comprehensive action plan tailored to your business’s unique needs.
A well-defined process to drive success and growth.
The confidence to create the life you desire with the time, money, and freedom you deserve.

Don’t miss this unparalleled opportunity to reshape your business narrative. Register today for this dynamic workshop that promises to be the catalyst for your business transformation. Your journey to success begins here!

$199 or FREE for Daikin Elite Dealers

Register Now

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Distributors Only

Workshop: 12:00PM – 4:30PM | Evening Reception: 7:45PM – 10:00PM

DISTRIBUTOR DAY at EPIC2025

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Increasing dealer loyalty by providing a world-class customer experience is the name of the game for HVAC distributors. But in order to do that, distributors must fully understand what their dealers really want from their distributor relationships, and it goes far beyond simply product availability and low prices.

For the first time, EGIA is hosting a dedicated “Distributor Day” in conjunction with our annual EPIC conference. We are inviting key executive-level leadership personnel from HVAC distribution organizations across North America to join this in-depth educational session where we will share decades of first-hand knowledge to finally peel back the curtain and reveal how your organization can become an indispensable resource for your dealers and transform your business into a customer magnet.

Presentations Include:

Differentiation and the Customer Experience from the Distributor Perspective (Presenter: Scott Deming)
3 Simple Ways to Create Lifelong Loyal Dealers & Drive Sustained Sales Growth (Presenter: EGIA)
Distribute or Contribute: It’s Time to Move the Needle from a Contractor’s Perspective (Presenter: Paul Kelly)

This session on March 5th, as well as the full EPIC2025 conference on March 6th and 7th, is FREE for executive staff of distribution businesses on a limited first-come-first-served basis.

Learn More & Register

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Thursday, March 6

Conference Registrants Only

8:00AM – 9:00AM

Check-In & Breakfast

Opportunity to network, visit with exhibitors and enjoy a complimentary breakfast buffet.

Conference Registrants Only

9:00AM – 10:15AM

No Arms, No Legs, No Excuses: Finding Success in Spite of Any Obstacles

Presenter: Nick Vujicic

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Nick Vujicic was born in 1982 and, to the shock of his parents and doctors – and without any medical conclusion at the time – he had no arms or legs. The challenges seemed impossible. But, from a difficult early relationship with his parents to being bullied and even attempting suicide as a teenager due to his unique circumstances, Nick learned to never give up.

As a teenager, he began trading stocks and options and investing in real estate. He became successful in business and reframed his purpose. Despite what seemed like insurmountable odds, he’s become one of the world’s most successful, most inspirational keynote speakers, traveling to 78 countries, presenting on over 3,500 stages – to crowds as large as 800,000 – and meeting 25 presidents, prime ministers and vice presidents. His message? You can find your purpose and you can create value – in your life, your business and your relationships. Your hurdles may be different than Nick’s, but you can overcome them, just like he has. And you can live a life of happiness and prosperity, just like he has.

In this session, you’ll learn:

How to harness the same dedication, commitment and perseverance to achieve success
The science of cultivating resilience in your personal life and in your business
How to live a life without limits
How to reframe your fears and use them as motivation and fuel for success
And so much more!

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Conference Registrants Only

10:15AM – 10:45AM

Break & Exhibitor Booths

Opportunity to network and visit with exhibitors

Conference Registrants Only

10:45AM – 11:45AM

Breakout Sessions

Attendees choose to attend one of the following breakout session options:

• Be a Purchase Experience Champion: A Game Show Session • Working On Your Business, Not in Your Business – Strategies for Building a Company that Can Thrive Without You Around 100% of the Time • Unlocking Customer Engagement: How to Ensure Your Recommendations Are Heard • Automation & AI: The Blueprint for Boosting Efficiency in Home Services Businesses

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Breakout Option 1

Be a Purchase Experience Champion: A Game Show Session Presented by: Matthew Bratsis & a Panel of Financing Experts Watch Preview Video

Everyone understands the importance of a great customer experience and the impact it can have on the success of a business. We’ve been told time after time how important payment solutions are for every customer. But, why? What is the psychology behind the consumer buying experience? What role does the actual purchase experience play in your overall customer experience? What tools, ideas, tips and tricks should be utilized to create the best purchase experience? What does a great “Purchase Experience” look like?

Join the experts from OPTIMUS, GreenSky and other industry-leading lenders for an exciting, informative and interactive game show experience. Audience members will be selected to participate in a “Millionaire” game show environment, with the chance to win cash prizes, while everyone learns some of the most successful purchase experience strategies implemented by the most successful HVAC companies.

Plus, you’ll learn:

How consumer behaviors have changed over time and how to understand the driving forces that lead to the actual purchase portion of your customer experience
Understanding the true difference between payment solution offerings and zero interest solutions
How to increase profits and gain better reviews through a great customer purchase experience
The power and simplicity of commercial lending and its impact on your bottom line
The truth behind common myths around payment solutions and how your overall experience will attract more affluent buyers
And so much more!

Breakout Option 2

Working On Your Business, Not in Your Business – Strategies for Building a Company that Can Thrive Without You Around 100% of the Time Presented by: Steve Shallenberger Watch Preview Video

Why is it that some contractors are able to spend as much – or as little – time in their business as they’d like and still be successful? What is the secret they know that allows them to continuously grow in size, in locations, and in profitability, even if they choose to be hands-off owners? To take vacations? To spend time with their families?

Join Steve Shallenberger, the founder of acclaimed Becoming Your Best Global Leadership – and the founder and president of Synergy Companies, one of California’s most successful contracting businesses despite the fact that Steve is able to take a less active day-to-day role. In this breakout session, you’ll learn Steve’s eye-opening strategies on how to do what matters most in your business by mastering the art of delegating. And you’ll get the roadmap to build proven systems, structures and people to get a consistent desired result – even when you’re not there!

Plus, you’ll learn:

How to avoid the pitfalls that allow your business to OWN YOU, even though YOU OWN the business
How to achieve a P/PC (production & production capability) Balance
How to balance time between “working in” and “working on” a business – and then be at peace in the process
How to profit from personal and professional development for you and your employees
How to hit your short-term goals and long-term objectives

Breakout Option 3

Unlocking Customer Engagement: How to Ensure Your Recommendations Are Heard Presented by: Russ Horrocks Watch Preview Video

Why do your customers often ignore your findings, data, and recommendations? Many technicians face the frustrating scenario where clients ask for advice, only to go counter to the recommendation – or take no action at all. Understanding how humans make decisions can help you craft your approach to not only serve and inform your customers but also compel them to act.

In this breakout session, acclaimed sales trainer Russ Horrocks will examine the psychology of decision-making and provide strategies to enhance customer engagement. By focusing on the traits and behaviors of the best technicians and mastering the art of effective communication, you can make your customers feel safe and confident in their decisions. Plus, Russ will share how to build a team of technicians where specialization creates incredible customer experiences and leads to effective, happy, and successful techs.

Plus, you’ll learn:

The traits and behaviors of top-performing technicians
The simplicity of effective communication
How to make your customers feel safe regardless of their concerns
How to deliver information without applying pressure
And so much more!

Breakout Option 4

Automation & AI: The Blueprint for Boosting Efficiency in Home Services Businesses Presented by: Josh Crouch and Tersh Blissett Watch Preview Video

You’ve heard all about the future that artificial intelligence will usher in. But the truth is, AI is already here and having a significant impact on business just like yours. How can you leverage the technology to gain a competitive advantage?

In this session, join Josh Crouch and Tersh Blissett – hosts of the successful podcast Service Business Mastery and experts in home services businesses and how to market them – and begin learning about all the ways that you can leverage this groundbreaking technology to enhance your business’s efficiency and improve your customer’s journey during their lifecycle.

All the ideas and examples shared will be practical and applicable to everyone in attendance; you can walk out and implement them the next day.

Plus, you’ll learn:

Where AI technology is at and what it can accomplish today
How to marry AI and automation to get back precious time to focus on more important tasks and projects
How to delegate the creation of AI/automation to others
Which tools are essential
How to find thousands of ideas to leverage AI and automation
And more!

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Conference Registrants Only

11:45AM – 12:45PM

Lunch & Exhibitor Booths

Opportunity to network, visit exhibitors and enjoy a complimentary lunch buffet

Conference Registrants Only

12:45PM – 1:45PM

Breakout Sessions

Attendees choose to attend one of the following breakout session options:

• Thinking Outside the Box • What Effective Leaders Do to Engage Their Teams to WOW More Customers • How to Stand Out with Marketing & Branding: A Panel Discussion • The Confluence of Modern Consumer Behavior, Policy Incentives, and Technology in Home Services

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Breakout Option 1

New Creative Ways to Reduce Costs & Overhead Expenses Without Losing Your People Presented by: James R. Leichter Watch Preview Video

In today’s hyper competitive landscape, HVAC and plumbing service businesses must find innovative ways to cut costs and manage overhead without sacrificing their workforce. The industry leaders are able to slash parts and material costs, along with unbillable time and expenses, while truly mastering labor cost control on jobs. So how can you?

Join us for an eye-opening session where industry expert James R. Leichter will share cutting-edge strategies and practical tips to streamline your operations and boost your bottom line. Discover how to enhance efficiency, optimize resources, and maintain a motivated team. This is a must-attend event for business owners and leadership committed to sustainable growth and profitability.

Plus, you’ll learn:

How to build positive relationships that drive ongoing success
How to reduce burnout, in yourself and your team
Time-tested strategies to overcome rejection and adapt to change
A proven framework to igniting purpose, potential and prosperity
And so much more!

Breakout Option 2

What Effective Leaders Do to Engage Their Teams to WOW More Customers Presented by: Brigham Dickinson Watch Preview Video

Your company’s continued growth and vitality are ultimately dependent on you. And it’s never been more difficult to keep your team emotionally engaged in their work creating “WOW” experiences for homeowners. In this session, we will discuss what it takes to lead your team through turbulent times. You will also be given the opportunity to evaluate your own leadership during our time together as well as steps you can take to improve. Principle-centered leadership creates a culture that shapes behaviors that produce progress and prosperity inside your organization. Learn what leaders do to engage their teams to WOW their customers by reserving your spot in this session!

In this session, you’ll learn:

How great leaders engage their teams
How to lead your team through turbulent times
Evaluate your current leadership and find ways to improve

Breakout Option 3

How to Stand Out with Marketing & Branding: A Panel Discussion Presented by: A Panel of Marketing Masterminds Watch Preview Video

In today’s competitive market, many home services contractors struggle to effectively promote their services, truly stand out from the competition, and grow their businesses. While some companies remain invisible in the crowded marketplace, others seem to effortlessly attract a steady stream of new customers. What sets these successful businesses apart, and how can you emulate their success?

In this breakout session, we bring together top marketing experts from the home services industry to reveal the most proven, winning strategies. You’ll gain invaluable insights into the most effective marketing techniques that are driving growth for the best in the business. Learn how these experts create compelling marketing campaigns, leverage digital platforms, grow referrals and repeat business, and maximize their marketing budgets to achieve exceptional results.

Plus, you’ll learn:

Proven strategies to create high-impact marketing campaigns that resonate with your target audience
How to use social media and online reviews to build your brand and attract new customers
Insider tips on utilizing local SEO to increase your online visibility and drive more traffic to your website
And so much more!

Breakout Option 4

The Confluence of Modern Consumer Behavior, Policy Incentives, and Technology in Home Services Presented by: Joshua Koplin Watch Preview Video

The industry is changing, and contractors who adapt and embrace how consumer expectations, substantial financial incentives from various government levels, and the crucial role of technology are collectively shaping the home services industry will be in a position to succeed for years to come. HVAC contractors can harness these insights to optimize their business strategies and thrive in a rapidly changing market.

This presentation is tailored for HVAC contractors, business owners, and industry professionals aiming to adapt to and capitalize on the changing dynamics of consumer behavior, governmental incentives, and technological advancements in the home services industry.

Plus, in this session you’ll learn:

How evolving consumer expectations drive demand for online transparency in home services
How financial incentives from federal to local levels shape HVAC customer choices
Leveraging rebates to boost sales of high efficiency systems
Using digital tools to engage customers and deliver seamless service

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Conference Registrants Only

1:45PM – 2:15PM

Break & Exhibitor Booths

Opportunity to network and visit with exhibitors

Conference Registrants Only

2:15PM – 3:30PM

Leverage Your Mindset Experience!

Presenter: Ricky Kalmon

Watch Preview Video

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Have you ever wanted to master mindset? Not just motivate yourself, but truly reprogram how you think in order to foster consistent progress, eliminate self-doubt and understand how your mind can truly become your greatest tool – for yourself and your business? And who better to unlock the secrets of the mind than one of the world’s foremost hypnotists. . .

Ricky Kalmon is a mindset expert, motivational speaker, world-class hypnotist, and a bestselling author of the book Leverage Your Mindset – Overcome Limiting Beliefs and Amplify Your Life. He has spent a lifetime honing the skills to master mindset and use it to achieve even your most ambitious goals – and he’s ready to share his secrets in order to help you unlock limitless personal and professional development. You don’t need to be a hypnotist to understand the mind – yours and those of the people around you.

In this session, you’ll learn:

How to build positive relationships that drive ongoing success
How to reduce burnout, in yourself and your team
Time-tested strategies to overcome rejection and adapt to change
A proven framework to igniting purpose, potential and prosperity
And so much more!

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Conference Registrants Only

3:30PM – 5:30PM

Product & Services Showcase Happy Hour

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Visit the exhibitor tables inside the main ballroom and discover new products and services that can help you solve the challenges your business is facing. Beer, wine and light appetizers will be served.

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Conference and Evening Party Registrants of All Ages Welcome

7:00PM – 10:00PM

Evening Party at the Indiana Jones Epic Stunt Spectacular Theater

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Get ready for the famous blowout party that the industry talks about all year! Taking place at the Indiana Jones Epic Stunt Spectacular Theater in Hollywood Studios, this party has it all – networking, food, an open bar, and even roving entertainment acts! And by popular demand, the famed EPIC evening party will once again be family-friendly (party-only tickets required for non-conference-attendees), so come solo, bring your team, or bring your family out to Disney World!

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Friday, March 7

Conference Registrants Only

8:00AM – 9:00AM

Breakfast

Opportunity to network, visit with exhibitors and enjoy a complimentary breakfast buffet

Conference Registrants Only

9:00AM – 10:15AM

Words Are Your Most Powerful Weapon: Communication Strategies from Inside the Secret Service

Presenter: Evy Poumpouras

Watch Preview Video

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The ability to get what you want in your professional and personal pursuits comes down to one thing and one thing only: your ability to communicate effectively — both with your words and your nonverbal cues.

Having mastered the arts of communication and psychology and applied them as a Secret Service special agent leading mission-critical criminal investigations, interrogations, and undercover assignments, Evy Poumpouras teaches audiences top-tier techniques for enhancing their verbal and nonverbal communication skills in pursuit of their objectives. The tactics Poumpouras shares will change the game for anyone looking to apply battle-tested communication strategies used in the heat of conflict by the most elite Secret Service agents and influence any situation to achieve their desired outcome.

In this session, you’ll learn:

Mastering the art of communication – both verbal and nonverbal
Tactics the world’s leading special agents and interrogators use to achieve their goals
The art of reading people – and framing how you want to be read, to command respect and authority
How to effectively and productively manage conflict
And so much more!

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Conference Registrants Only

10:15AM – 10:45AM

Break & Exhibitor Booths

Opportunity to network and visit with exhibitors

Conference Registrants Only

10:45AM – 11:45AM

Breakout Sessions

Attendees choose to attend one of the following breakout session options:

• Harnessing Time for Happiness & Prosperity • Selling to a Younger Generation of Homeowners • Maximizing Lead-to-Booking Conversion Rates: A Data-Driven Approach • Building Company Value & Preparing to Sell: A Panel Discussion

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Breakout Option 1

Harnessing Time for Happiness & Prosperity Presented by: Drew Cameron Watch Preview Video

Time is the great equalizer, both in business and life. It is unbiased and fair to all, yet many people feel time works against them. In reality, it is often we who work against time. So how can you solve the math problem of time? How can you build a framework that uses task management and personal positioning to help you compound time? How can you escape the hysterical hyperactivity that keeps you and your team feeling time-compressed and busy without accomplishing your goals?

In this session, Drew Cameron will share principles, concepts, tools, and resources to help you unlock more time and unleash your fire, drive, creativity, flexibility, and productivity. By following the “Freedom Framework,” you will learn to lead a more productive, prosperous, and prolific life where you are at peace. Drew will also reveal the obvious secrets that most people miss, helping you understand how to make the most of each moment.

Plus, you’ll learn:

How to manage tasks and position yourself to make the most of your time
Strategies to escape the feeling of being busy without achieving goals
Principles and tools to unlock more time and increase productivity
How to follow the “Freedom Framework” for a more prosperous life
And so much more!

Breakout Option 2

Selling to a Younger Generation of Homeowners Presented by: Jason Walker Watch Preview Video

As the national homeowner demographic shifts towards a younger generation, HVAC business owners face the challenge of evolving their selling strategies to meet the unique needs and preferences of millennial homeowners. The customer buying experience is changing, and it’s crucial to adapt to stay competitive in the market.

Jason Walker has built his reputation as an industry-leading sales expert by mastering how to adapt his communications to different generations. From humble beginnings as a warehouse shop cleaner, Jason quickly rose to become a top-performing comfort advisor and currently runs a successful HVAC business and travels the country as a highly sought after sales trainer. Jason, also known to his dedicated social media followers as Jay Dub Money Maker, hosts an industry-leading podcast, HVAC Masters of the Hustle, where he has shared best practices and helpful tips for HVAC business success with hundreds of thousands of listeners nationwide.

In this session, Jason will share strategies and tactics to help attendees stay competitive and meet the expectations of younger homeowners, including:

Understanding the characteristics and preferences of younger homeowners in the HVAC market.
Adapting communication styles to resonate with a tech-savvy, information-driven demographic.
Leveraging social media and digital platforms to reach and engage younger clients.
Implementing personalized sales approaches that emphasize sustainability and energy efficiency.
Implementing streamlined financing options that make energy efficient systems affordable and easily accessible.
Building trust and credibility through transparency and education.
Utilizing data and technology to enhance the customer experience and streamline the sales process.
Developing a mindset and culture that fosters continuous improvement and innovation in sales strategies.

Breakout Option 3

Maximizing Lead-to-Booking Conversion Rates: A Data-Driven Approach Presented by: Tyson Chen

In today’s competitive market, converting leads into booked appointments can make or break your business growth. Join us for an actionable, data-driven session designed to unlock the true potential of your marketing efforts. Through insights uncovered by over 50,000 calls, we’ll cover key strategies to boost your lead-to-booking conversion rates, including:

1. Right Call, Right CSR: Discover how assigning the right customer service rep to the right type of call increases booking likelihood.
2. Effective Call Center Management: Learn data-backed techniques to optimize call handling and ensure every call counts.
3. Speed-to-Lead Tactics: From instant form follow-ups to handling inquiries, see why promptness is key and how to respond in a quick and personalized way with AI.
4. Value-Driven Call Coaching: Explore data insights on how to build value in calls by emphasizing benefits and memberships, plus proven dos and don’ts that impact booking success.
5. Best-in-Class Tech Solutions: See how industry-leading AI tools can transform your call center operations, from real-time coaching to advanced call classification, and boost your ability to close bookings efficiently.

Backed by statistical evidence and real-life case studies, this session is your chance to adopt the same cutting-edge AI-driven strategies that leading HVAC, Plumbing, and Electrical companies are using to grow their bookings. Don’t miss out on these insights that could transform your bottom line!

Key Learning Objectives:

Optimize Lead-to-Booking Conversions with Data-Driven Call Handling
Understand how to assign the right customer service representative to the right call type, and leverage data-backed techniques for managing your call center effectively to increase booking rates.
Enhance Booking Success through Value-Building Techniques and Membership Offers
Learn specific conversational tactics, including building value and discussing memberships, supported by statistical insights on what to say (and avoid) to maximize conversion rates.
Optimize After-Hours, Overflow, and Call Triage for Maximum Conversion
Gain strategies to handle after-hours and overflow calls effectively, including triaging calls with AI to ensure urgent leads are prioritized and seamlessly managed, helping you capture booking opportunities around the clock.

Breakout Option 4

Building Company Value & Preparing to Sell: A Panel Discussion Presented by: A Panel of Buyers, Sellers & Brokers Watch Preview Video

You’ve heard all about consolidation in our industry; about both contractors and private equity companies purchasing home services businesses. But how do you know if you’re ready to sell your own business? And if you’re not, how do you know what to do in your business to maximize value for when it’s time to sell – or maximize value so much you decide to keep it?

In this panel discussion, hear from some of the most accomplished companies in the industry when it comes to purchasing or selling home services businesses. You’ll learn what buyers are looking for, and what drives up the sale price, and you’ll walk away with an understanding of what creates value in your business – for a potential buyer, or for you to own for the long run.

Plus, you’ll learn:

The main factors in a contracting business that correlate to salability and price
Pitfalls that too many would-be sellers struggle with and how to avoid them
Simple tricks that can boost your value and catch the eye of buyers
Helpful tips to help you decide whether you want to sell or not
And so much more!

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Conference Registrants Only

11:45AM – 12:45PM

Lunch & Exhibitor Booths

Opportunity to network, visit exhibitors and enjoy a complimentary lunch buffet

Conference Registrants Only

12:45PM – 1:45PM

Breakout Sessions

Attendees choose to attend one of the following breakout session options:

• Future Trends in the Trades & How to Prepare • What’s the Verdict: Branded or Blanded? • Recruit & Hire Like an Industry Leader: A Panel Discussion • Moneyball for Sales: AI Insights from 20,000,000 Ridealongs

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Breakout Option 1

Future Trends in the Trades & How to Prepare Presented by: Gary Elekes Watch Preview Video

The trades are experiencing significant changes that will shape future opportunities for home services contractors. Navigating these shifts can be challenging, but understanding the emerging trends can provide a competitive edge and help you stay ahead in a rapidly evolving industry. But what are the major forces and trends shaping the way we conduct business in the coming years? How will sustainability, technological advancements, and shifting market dynamics transform the home services landscape?

Join this can’t-miss session with Gary Elekes, serial entrepreneur, contracting business owner, and founder of iMarket Solutions, on the future of the industry. We’ll explore topics such as the convergence of technology and the rise of smarter homes, the impact of private equity on markets, and the evolution of marketing in the trades. Plus, Gary will dive into the transition to new software platforms, the implications of new governmental policies, and how artificial intelligence will reshape various aspects of business operations.

Plus, you’ll learn:

Market Trends: sustainability, funding, cyber security, analytics
Technology convergence and the smarter home
Private equity and its future impact on markets
Software, artificial intelligence and what new platforms you need to know about
Social media and the evolution of marketing in the trades
And so much more!

Breakout Option 2

What’s the Verdict: Branded or Blanded? Presented by: Dan Antonelli Watch Preview Video

It’s time to approach the stand and reach a verdict on your brand! This interactive workshop introduces the KickCharge SparkTest, the 10 essential categories for assessing the value of any brand.

Together, we will discuss the criteria for each category (name, tagline, logo, target audience appeal, etc.) and then enter the courtroom. Score yourself to pass judgement on your own brand, judge the brands of other attendees and put your own brand in front of the “brand jury” to receive helpful feedback. By the time the verdict is reached, you’ll have gained tremendous insight into how your brand measures up and whether your business is branded or “blanded.”

In this session you’ll learn:

Key differences between brands that resonate with the customer – and brands that get ignored
The 10 branding categories your business needs to focus on to build long-term value
A proven framework to setting yourself apart in the marketplace
And so much more!

Breakout Option 3

Recruit & Hire Like an Industry Leader: A Panel Discussion Presented by: A Panel of Recruiting Experts

For years now it’s been consistently cited as one of the biggest challenges for contractors: “We can’t find good people to hire!” But not every contracting company struggles to identify, hire and retain talent. So, what is it that the best companies do to make themselves the employer of choice in their areas?

In this panel discussion, we welcome representatives from the industry’s best recruiting companies to share the secrets they’ve learned over the years. You’ll learn how they’re able to consistently find the best talent in the business, as well as why some companies never seem to lose employees – but are able to replace them immediately on those rare occasions that they do.

Plus, you’ll learn:

Secrets to recruiting and hiring like an industry-leader – even if you’re a fraction of the size
How culture can help you win over your dream hire, even if you don’t have the biggest budget
Where you can look for new hires that you – and your competitors – may not be thinking of
And so much more!

Breakout Option 4

Moneyball for Sales: AI Insights from 20,000,000 Ridealongs Presented by: Sebastian Jimenez Watch Preview Video

What separates the top performers from the bench-warmers? What’s the optimal time to present price? How do promotions and financing help?

In this eye-opening breakout session, we’ll share findings from over 20,000,000 appointments in the home to tell you what matters. For the first time in history, we can finally talk about sales and service coaching from empirical data instead of anecdotes.

Attendees will learn:

The optimal metrics of ‘how to talk’ in the home: talk speed, patience, talk ratio, etc
The optimal patterns of ‘what to say’ in the home
How to discover similar patterns in your business with AI ridealongs
And so much more!

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Conference Registrants Only

1:45PM – 2:15PM

Break & Exhibitor Booths

Opportunity to network and visit with exhibitors

Conference Registrants Only

2:15PM – 3:30PM

From NFL Hall of Fame to Entertainment Empire: Achieving Peak Performance in Business & Life

Presenter: Michael Strahan

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Prepare to be inspired by an icon who has reached the pinnacle of success in multiple fields. An NFL Hall of Famer, Broadcaster, and Entrepreneur, Michael Strahan has mastered the art of building a powerful personal brand and achieving peak performance – performance that translates to myriad careers, industries and challenges. In our closing keynote session, followed by moderated Q&A, Michael will share his journey from an elite, record-setting NFL player with the New York Giants to a prominent media personality and successful businessman, offering insights on leadership, teamwork, and time management.

Strahan’s experiences will empower home services contractors and small business leaders, providing actionable takeaways to enhance your leadership capabilities, foster teamwork, and manage your time more effectively. He’ll explain the power of maintaining a positive outlook, and roadmaps for building a strong personal brand that elevates your professional success.

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Top of Agenda

Presenters

Michael Strahan

NFL Football Hall of Famer, Brodcaster & Entrepreneur

Nick Vujicic

World-Renowned Inspirational Speaker & Best Selling Author

Evy Poumpouras

Former U.S. Secret Service Special Agent, TV Personality & Multi-Media Journalist

Ricky Kalmon

Mindset Expert & Motivational Speaker

Weldon Long

Master of Ceremonies

New York Times Bestselling Author & Contracting Business Expert

Matthew Bratsis

Vice President of Contractor Services, EGIA

Steve Shallenberger

Best Selling Author and President of Becoming Your Best Global Leadership, LLC

Russ Horrocks

Vice President, Flow Odyssey

Josh Crouch

Founder Relentless Digital; Co-Founder, Small Business Automations; and Co-Host Service Business Mastery

Tersh Blissett

CEO, Service Emperor; Co-Founder, Small Business Automations; and Co-Host Service Business Mastery

James R. Leichter

President & CEO, Aptora Corporation, Mr. HVAC LLC, RA Tax and Accounting Inc.

Brigham Dickinson

President & Founder of Power Selling Pros

Joshua Koplin

Co-Founder & CRO, EDEN

Drew Cameron

President, Flow Odyssey and Energy Design Systems, LLC

Jason Walker

National Trainer, HVAC Masters of the Hustle

Tyson Chen

Founder & President, Avoca AI

Gary Elekes

President, EPC Equity and iMarket Solutions

Dan Antonelli

President & Chief Creative Officer of KickCharge Creative

Sebastian Jimenez

CEO and Founder, Rilla

Colleen Keyworth

Director of Sales and Marketing, Online-Access Inc

John Conway

Chief Operating Officer, Redwood Services

Patrick Lange

HVAC Business Broker, Business Modification Group

EPIC2025 Sneak Peek

Thinking about attending EPIC2025? We’ve compiled a free package of educational videos from several of the experts who will be presenting live at EPIC2025! Get a feel for some of the trainers and topics you’ll experience at EPIC2025 by accessing this free sneak peek package full of valuable information for your business.

FREE PACKAGE

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Exhibitors

Exhibitor spaces for EPIC2025 are filling fast and the exhibitor list will be announced soon. If you are a company that serves home service contractors and are interested in exhibiting at EPIC2025, contact Lucas Ehrbar at 503-780-6045 or lehrbar@egia.org for more information.

Room Block Deadline is February 3, 2025 or Until Sold Out

Disney Reservations

Book A Room

A limited amount of discounted overnight accommodations have been secured at the Yacht & Beach Club Resort. The discounted room rate is $369 per night. Reservations can be made online or by calling the Disney Group Reservations Phone Team at (407) 939-4686 and mentioning EPIC2025.

Book Now

Discounted
Park Tickets

Discounted park tickets are available online until Wednesday, March 5, 2025. Prices are subject to change without notice. To talk to a Disney Ticket Representative or to place your order by phone, please call (407) 566-5600.

Purchase Tickets