The Ultimate Educational Experience For Contractors

Presenters

Speaker Long
Weldon Long
Master of Ceremonies
New York Times Bestselling Author & Contracting Business Expert
Weldon Long is a successful entrepreneur, sales expert and author of the NY Times bestseller, The Power of Consistency – Prosperity Mindset Training for Sales and Business Professionals (Wiley). In 2003, he walked out of a homeless shelter and built an Inc. 5000 company generating cumulative sales of over $20,000,000 within just 60 months. In 2009, his company was selected as one of Inc. Magazine’s Fastest Growing Private Companies in America.

Today, Weldon Long is one of the nation’s most powerful speakers and a driven motivator who teaches others the Sales and Prosperity Mindset philosophies that catapulted him from desperation and poverty to a life of wealth and prosperity. Weldon has been featured on numerous national and regional television programs, including Fox News Channel, First Business Network and Chicago’s Very Own WGN.

Mr. Long has successfully used his signature program, The Power of Consistency, to help hundreds of companies and thousands of sales professionals radically improve their sales results. Weldon holds a bachelor’s degree and an MBA in Management. He is honored to have served some of America’s finest companies, including FedEx, The Franklin Covey Organization, Tom Hopkins International, Dex Media, Wells Fargo Bank, Pre-Paid Legal Services, Direct Energy/Clockwork Services, Mitsubishi Electric, Rheem, Goodman Manufacturing and the Carrier/Bryant Corporation.
Speaker Bratsis
Matthew Bratsis
Vice President of Contractor Services, EGIA
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As Vice President of Contractor Services, Matthew is responsible for all lending and finance operations within the EGIA Finance Clearinghouse. He works directly with lending partners and affiliates developing and creating the most up-to-date finance offerings for EGIA’s vast contractor base. In addition, Matthew leads EGIA’s business development strategy, as well as the design and implementation of finance training content.

Matthew has been an integral part of the home improvement finance industry for over 20 years, with stops at American General Finance, GreenSky and Renovate America. Matthew attended Virginia Commonwealth University, graduating with a degree in Psychology.
Speaker Shallenberger
Steve Shallenberger
Best Selling Author and President of Becoming Your Best Global Leadership, LLC
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Steve Shallenberger understands the contractor world. He founded Synergy Companies in 1981, a successful energy services contractor, with offices throughout the State of California and is on the National Association of Energy Service Companies Board of Directors.

Steve has more than 40 years of experience as a successful business owner, trusted senior executive, professional corporate trainer, and best-selling author. He is the founder and president of Becoming Your Best Global Leadership. Steve and his team provide award winning training and keynotes helping teams and leaders tackle some of their greatest leadership challenges around the world.

As a young entrepreneur, Steve successfully built numerous organizations from the ground up. During those years, he continued his education at the Harvard Business School. Steve was also a trusted advisor for Stephen R. Covey. Steve was a key leader in Covey’s organization who helped build the world-renowned Covey Leadership Center. He led a stalwart team and was responsible for the development and distribution of the original Covey planner.
Speaker Horrocks
Russ Horrocks
Vice President, Flow Odyssey
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Russ Horrocks emerged as one of the most successful Comfort Advisors in America in the mid-90’s. Russ quickly took to sharing his unique knowledge of buyer psychology with sales forces across the country. He turned his profession into a passion, educating and coaching in-home sales and service advisors to understand the critical skills necessary to achieve results far exceeding personal mindset limitations and corporate expectations.

Most trainers preach about product and process. Russ teaches and coaches his sales and service protégés not only about what to do in the home and how to do to it, but more importantly, why. Why leads to a purpose allowing the people his students serve to build a strong connection based on a position of trust, confidence, competence and credibility. When matched with the creative execution of a process built to work with human nature and how people want to buy, it yields explosive growth.

Having mastered the sales process, in 2011 Russ joined with business development specialist, Drew Cameron, as Vice President of Flow Odyssey to help clients enhance the performance of their entire business, and transcend growing one person or department at a time. Together they work in the trenches with their clients in every facet of building successful home services businesses.

Clients embrace Russ’ detailed holistic approach to assessing a company’s people, present state and potential. Drawing a blueprint for success, he collaborates with clients onsite, online, and on-the-phone to achieve operational excellence with a hands-on strategic approach to growing people and implementing profit-based processes and systems. Clients benefit from Russ’ 20 years of knowledge and national experience, along with his relentless pursuit of building happy, effective, top-performing professionals and developing a culture of success and achievement.
Speaker Crouch
Josh Crouch
Founder Relentless Digital; Co-Founder, Small Business Automations; and Co-Host Service Business Mastery
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Meet Joshua Crouch, a luminary in the digital marketing sphere and co-host of the Service Business Mastery podcast. At the core of Joshua’s endeavors lies a profound dedication to his community and family, values that illuminate his path to success and inspire his commitment to making a meaningful difference in both his professional and personal spheres. As the driving force behind Relentless Digital, Joshua has set his sights on mastering the local online market with an unstoppable force, achieving notable 7-figure success and garnering accolades for his unwavering dedication to client satisfaction.

Joshua’s journey to digital supremacy was meticulously carved over a decade of diverse experiences within the home services industry, particularly HVAC. His varied roles as Operations Manager, Branch Manager, Territory Sales Manager, and Director of Marketing have enriched his expertise, allowing him to navigate and influence every facet of the business landscape effectively.
Speaker Blisset
Tersh Blissett
CEO, Service Emperor; Co-Founder, Small Business Automations; and Co-Host Service Business Mastery
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Introducing Tersh Blissett, a trailblazer in the realm of home service industry innovation and the founder and co-host of the Service Business Mastery podcast. Since its launch in 2017, along with his co-host Josh, Tersh has been instrumental in evolving the podcast into a vital source of insight, propelling over 160,000 monthly listeners toward achieving excellence, innovation, and leadership in their businesses.

Tersh’s path is marked by unwavering dedication, profound gratitude, and an ambition to uplift and inspire. As a figure recognized among the Top 40 Under 40 in the HVAC-R industry by The News, he leverages his accolades to positively influence the sector that has bolstered his career and familial well-being. His entrepreneurial drive spawned successful ventures such as Service Emperor HVAC, Plumbing & Electrical, and TriStar Heating, Air Conditioning, Plumbing & Electrical. With his leadership, Service Emperor has set a benchmark for exceptional customer service and satisfaction within the coastal empire of Savannah, GA.
Speaker Leichter
James R. Leichter
President & CEO, Aptora Corporation, Mr. HVAC LLC, RA Tax and Accounting Inc.
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James is a successful entrepreneur and master mechanic whose accomplishments include being the founder of MrHVAC.com, the CEO and founder of Aptora, the President of RA Tax and Accounting and a partner with ProAmerican Investments.

James’ company MrHVAC.com is a website dedicated to improving the lives of contractors. It includes industry articles, specialized HVAC calculators, forms, templates and one of the most extensive operations manuals in the country. As the founder of Aptora corporation, he has created some of the most popular software programs in the service industry including Flat Rate Plus and Total Office Manager.

James is well known for his burning passion to help contractors and it shows in his unique speaking style. He has hosted management workshops all around the United States and has conducted onsite consulting since 1996 with hundreds of contractors.
Speaker Dickinson
Brigham Dickinson
President & Founder of Power Selling Pros
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Brigham Dickinson is president and founder of Power Selling Pros, a leading coaching and training firm dedicated to teaching businesses to wow more customers. Brigham started Power Selling Pros when he saw that call handlers needed assistance consistently converting calls to bookings. As a result, Brigham answered the need by creating the Pattern For Excellence, a sequence of principles that guides call handlers through all stages of a call, from greeting to closure. Since 2009, Power Selling Pros’ growth comes through referrals alone, thanks to the proven call-handling process and their high level of customer satisfaction.
Speaker Koplin
Joshua Koplin
Co-Founder & CRO, EDEN
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Joshua Koplin is the co-founder and CRO of EDEN, where he spearheads the company’s mission to empower contractors with innovative technology, helping them grow their businesses and provide exceptional customer experiences. He brings a wealth of experience in finance, innovation and business development, including strategic roles at RENOVA Inc., Japan’s largest renewable energy developer, where he led the company’s initial public offering, as well as in investment banking and M&A at J.P. Morgan.
Speaker Cameron
Drew Cameron
President, Flow Odyssey and Energy Design Systems, LLC
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Drew Cameron is America’s Most Sought-After Sales & Marketing Strategy and Success Advisor to Home Services Contractors and president of both FLOW Odyssey (formerly HVAC Sellutions) and Energy Design Systems, LLC: the premier industry alliance providing leading-edge technology along with complementary marketing and sales consultative support, recruiting, training, and coaching for performance and profit enhancement of Home Services Contactors. Drew is a renowned author, speaker, educator, coach, consultant, software developer, philanthropist, and an International Consultant Award Winner. Drew is also a president of the Cameron Family Memorial Foundation; a Board member, a Foundation Board Trustee, a Contractor University Founder & Faculty member, Resident Expert of Contractor Connect for Electric & Gas Industries Association (EGIA); a member of Black Belt Contracting (BBC).
Speaker Walker
Jason Walker
National Trainer, HVAC Masters of the Hustle
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My name is Jason Walker AKA Jay Dub Money Maker is what they call me in the HVAC Industry. I Started in the HVAC Industry in 2010. Starting from the Warehouse Shop cleaner I had the work ethic and drive that would bring me to the Next Level. I went from Warehouse Shop cleaner to Duct Cleaner, Install helper, Parts Manager, and a Comfort Advisor.

I made a name for myself my 1st year in the HVAC industry as a Comfort Advisor in 2014. In my 1st calendar year, I had 8 months left and produced over 2.2 million. Every year after that I have done over 3 million up to 3.8 million in Revenue closing Average 65-70%. In the last 6 years I have sold over $18,000,000 in residential replacement. I saw the potential and the opportunity that this industry has.

It is now my MISSION and I believe that everyone has a Spartan in them and it’s MY Job MY Duty and Obligation to bring that out of you. This has allowed me to step out and share my gift with the World. I have spent hundreds and thousands of hours fine tuning my Sales process in the HVAC Space, which is why I was Ranked 3rd in the Nation as a Comfort Advisor sales with Success Academy & AirTime 500 and was appointed the Crown Champion award multiple years in a row as well as been written about in the Compass Magazine titled Learning from the BEST! Now that I have been running my Training program, Companies have seen HUGE results with getting their Average Tickets up by 10% and some up to 40% as well as Higher Average tickets increase by $1,000- as high as $4,000. My trainings have allowed me to share with others in this industry across the Country what’s possible with the right Mindset, training, processes, and procedures.

While traveling and training I have Visited Countless and Trained with some of the highest Successful people in our industry. I have experience opportunities that most HVAC Contractors will never have.
Speaker Chen
Tyson Chen
Founder & President, Avoca AI
Tyson Chen is the co-founder of Avoca AI, an advanced AI platform enhancing customer engagement for HVAC, plumbing, and electrical service industries. Avoca offers AI-powered solutions, including automated call centers, chat widgets, and coaching tools that integrate seamlessly with platforms like ServiceTitan, optimizing customer service and operational efficiency. Previously, Tyson helped to implement AI Chat Bots at Fortune 500 companies during his time at Boston Consulting Group (BCG) and also worked as an early member of the product team at the self-driving startup Nuro. His strategic expertise drives Avoca’s mission to transform customer service for home service businesses.
Speaker Elekes
Gary Elekes
President, EPC Equity and iMarket Solutions
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Gary Elekes is a serial entrepreneur with a passion for helping others become more successful by sharing what he has learned over the past 3 decades working closely with all facets of the contracting industry. During his career, Gary has held senior management positions at Lennox and Service Experts. In 2000, Gary moved into entrepreneurship and started his training and consulting business EPC. Today, EPC continues to support growth oriented businesses aspiring to reach 20% EBIT. He also designed the very first web-based learning platform for the residential contracting industry, which acts as a support system for training and learning in HVAC and plumbing trades, and has over 5,000 subscribers.

In 2003, Gary began acquiring contracting firms with a focus on developing turn-around opportunities. He also opened and operated several start-up businesses. In 2010, he added web design/SEO and online marketing to his company portfolio starting iMarket Solutions as a co-founder. Gary graduated from Ohio State University with a BSBA and also holds a Master’s Degree in Business and Finance.
Speaker Antonelli
Dan Antonelli
President & Chief Creative Officer of KickCharge Creative
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Dan Antonelli is the President and Chief Creative Officer of KickCharge Creative, an award-winning New Jersey-based branding agency that specializes in helping home service businesses redefine themselves and stand out with disruptive brands. Dan is a nationally recognized speaker and expert on home service branding, with several books on branding to his credit, including Building a Big Small Business Brand and his new Amazon best-selling book, Branded Not Branded: KickCharge Your Home Service Brand. During more than 25 years running his own agency, Dan’s marketing expertise has been featured on MSNBC and in industry magazines including Entrepreneur, HVACR Business, Plumbing & Mechanical, and Contracting Business, among many others. His signature wrap style that integrates disruptive branding has served as a model for superior home service fleet branding throughout the world. With more than 2,500 home service brands under his belt, including well known brands like Goettl, A1 Garage, Eco Plumbing, and Grasshopper Heating & Cooling, Dan and his team have overseen the branding of more home service businesses than any other brand agency in the world.
Speaker Jimenez
Sebastian Jimenez
CEO and Founder, Rilla
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Sebastian Jimenez is the CEO and founder of Rilla, the leading virtual ridealong software for the trades. Backed by Bessemer Venture Partners, Rilla is revolutionizing the trades with AI-powered ride-alongs, and is featured on the Forbes Cloud 100, the Wealthy Contractor, and the Forbes Next 1000. Sebastian is a former stand-up comedian, and is surprising completely sober.

Panelists

Speaker Keyworth
Colleen Keyworth
Director of Sales and Marketing, Online-Access Inc
Speaker Conway
John Conway
Chief Operating Officer, Redwood Services
Speaker Lange
Patrick Lange
HVAC Business Broker, Business Modification Group