Financials and reporting are foundational for any business leader, yet many in our industry have not been trained to focus on “How” to interpret the financials. It is not only the type of reporting you may get or seek, but what does it all mean and how do I “Change” operationally based on those key data points. Financials for a non-financial manager do not have to be scary or complex, in fact if structured well, they become simple, fast, and easier to support leadership adjustments. Join us for a discussion on the essentials as it comes to financial reports, the why, but also the meaningful key performance indicators and how to tie all of those measurements into operational changes, compensation options, managerial discussions, and profitability improvements.

When it comes to marketing your company, entrepreneurs are faced with more choices today than ever before, as more mediums become available and promote their options. As Digital Marketing has grown with the introduction of smart phones, search engines, the fragmentation of media has continued to challenge even the saviest of marketers as to what makes the best choice of mix for lead generation, quality of lead for conversion to a sale, and cost per lead. In this session, we will introduce key topics that allow a leader to assess priorities for marketing, and how to ensure the company you operate is getting the best possible Return on Investment for your marketing expenditures with an eye on conversion.

There is an old cliche “May we live in interesting times”. Certainly 2020 was interesting to say the least, in so many way, including how our industry had to adapt to changes in the sales processes. Many consumers simply did not want us in their homes, for fear of the Pandemic, and still others didn’t seem to mind. It varied a great deal. What we learned, in many cases, was the traditional selling process had to adapt to support a different customer experience. A unique perspective in many states and with many customers, who still needed their “Total Comfort System” repaired or replaced, but we could not directly interface in the ways we used to take for granted. Join us for the discussion centered around the sales process, customer experience ideas, working with varying generations needs, and digital technologies to enhance/adapt your process.

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