About Next Level

As our workforce and customers evolve, the approach to effective leadership must transform. Traditional command and control leadership is giving way to a more connected, collaborative, and flexible approach to managing people and performance. The next generation of HVAC owners and managers need to develop their own leadership and management style. Achieving that requires knowledge and how to use the tools, resources, and the HVAC community to accomplish these goals.

ACCA Next Level is here to help the next generation of your business succeed. Attendees will learn to build the business and personal skills they need to excel at their jobs through professional development sessions and networking opportunities. Attendees will view themselves as professionals, understand the importance of the bottom line, establish tangible goals, and discover why customer relationships matter to your HVAC business.
In addition to General and Breakout sessions, there will be a trip to visit Emerson’s Helix Innovation Center on the campus of the University of Dayton. The Helix features full-scale, simulated environments, including a working commercial kitchen, a two-story residential home, a grocery store, a data center, and a commercial building. The center focuses on advancing ideas from concept to prototype quickly while testing them under real-world conditions.

Prices are: $499 for ACCA Members and $699 for Non-Members.

Register for both Service Managers and Next Level: $799 ACCA Members and $999 for Non-Members

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Why Attend

  • 1

    Meet Experts & Influencers Face-to-Face

    No matter how experienced you are, everyone can continue to learn. Working in a small business is often isolating, and without exposure to a variety of points of view, we can miss new ideas and trends that can impact future results.

    Next Level will expose you to new ways of conducting your business and demonstrate how to be more productive. This event is a great opportunity to meet your business idols, and is filled with industry experts you can learn from.

  • 2

    The Energy of Like-Minded Individuals

    There’s nothing like being in a room of like-minded people. Other people who are willing to take time away from the office to learn something new. Other people who want to “better” themselves.

    When you sit in a session, you discover that you’re not alone in wanting to improve your skills and bring something back to your company. That energy is unmatched compared to online learning channels, regardless of how great the content might be.

  • 3

    Break Out of Your Comfort Zone

    It’s easy to read a blog post or listen to a podcast from your office. You don’t have to make small talk while your YouTube video loads up.

    While there are those among us who are born networkers, for many of us, live events and other people can be a challenge. Breaking out of our comfort zones is just the type of action we need to take to change our old ways of thinking that have left us in a professional rut in our businesses.

  • 4

    Networking Opportunities

    Social media can help keep you connected to peers who are both local and “far away.” However, there’s no substitution for meeting someone IRL (in real life).

    Next Level is filled with opportunities to mix and mingle, form new relationships, and strengthen existing ones. Over coffee, or a beer, make a connection with the perfect vendor or prospect. At a breakout session, find yourself sitting beside your next mentor. If you don’t go, your toughest competitor will be sitting in your seat.

  • 5

    Invest In Yourself

    Leaving the office and sharpening your skills is investing in yourself. It’s admitting that you’re worth it. It’s acknowleding that you still have things to learn. That you can get better.

    It’s an investment in yourself, your career, and even your company. When you purchase that meeting ticket, you’re saying that you’re investing in your own growth.

  • 6

    Get Inspired

    Hearing what speakers have done to make their businesses so successful can motivate you to follow in their footsteps. It could be that they inspire you to add something new or change the way you do things.

    Whatever it is, meeting others who are successful in your industry should inspire and motivate you to reach the next level of success.

Schedule Of Events

7:00 AM - 8:00 AM
Registration Opens/Breakfast Available
8:00 AM - 9:15 AM
Manufacturing Engagement: Smart Strategies to Keep Your Top Talent from Becoming Someone Else’s
The raging war for talent combined with a shrinking candidate pool makes is critical for organizational leaders to figure out how to keep their top employees from leaving. Creating a workplace culture that works means that implementing new ideas and effective ways of engaging with team members. With an engaged workforce, employees work harder, have fewer safety incidents, and are more loyal and profitable to their employer.

During this session, we explore a six-step process that gives the participants the tools they need and can use immediately. Attendees will learn from the content, share with each other, and discuss the best practices they use to create a workplace culture that attracts and retains the very top employees while increasing profitability, productivity and reducing downtime.
Lisa Ryan, President and Founder of Grategy
Lisa Ryan, President and Founder of Grategy
9:30 AM - 10:30 AM
Breakout Session 1
If I Knew Then...
What do you get when you have some of the industry's best contractors in one room? A ton of reminiscing about what they could have done better. Reinventing the wheel takes too long. So why waste time doing it? Join Larry and Theo, two great contractors, to get several steps ahead in your business life cycle today.
Theodore Etzel, Conditioned Air Company of Naples, LLC
Theodore Etzel, Conditioned Air Company of Naples, LLC
Larry Taylor, Taylor Coaching
Larry Taylor, Taylor Coaching
Advanced Equipment Monitoring & Performance Prediction
Are you collecting and using the right data? If you can't reliably predict outages and equipment failures, come and hear Brett. He'll help you take your data analytics to the next level.
Brett Faulk, HP
Brett Faulk, HP
10:45 AM - 11:45 AM
Breakout Session 2
What do Insurance Companies Really Want to Know About You
Many contractors wonder how their business insurance premiums are determined. Several factors determine it and we’ll and discuss how an underwriter evaluates contractor risk. This session will challenge participants to evaluate their own company through a case study. Understanding risk management “best practices” that are important to insurers will help you gain better control of your workers compensation and overall premiums. The focus of this session will be on the main characteristics that the best risks apart from their competitors.
Laramie Sandquist, Federated Insurance
Laramie Sandquist, Federated Insurance
12:00 PM - 3:00 PM
Lunch Session/Helix Tour (Group 1 & 2 - You Will Attend Both Sessions)
Building to Win: Three Strategies for Becoming Highly Profitable
Chris Crew, Blue Collar Success Group

In this takeaway-packed session, Chris will share the three things he focused on to help his $18 million service company achieve a consistent 20% net profit. Then, he will break each of these three areas down into logical steps, so you can stop wishing and procrastinating, and start simplifying your business to generate the results you deserve. He will provide you with the building blocks you didn’t know you needed to take your business to the next level. Chris will explain how you, too, can stay true to your vision while building a highly profitable company with his three key pillars.

Emerson Helix Innovation Center Tour
Emerson’s Helix Innovation Center on the campus of the University of Dayton. The Helix features full-scale, simulated environments, including a working commercial kitchen, a two-story residential home, a grocery store, a data center, and a commercial building. The center focuses on advancing ideas from concept to prototype quickly while testing them under real-world conditions. https://climate.emerson.com/en-us/tools-resources/the-helix
Chris Crew, Blue Collar Success Group
Chris Crew, Blue Collar Success Group
3:30 PM - 4:30 PM
Breakout Session 3
Top 11 Reasons Why New Managers Fail in Their Role
It’s the same scenario, no matter what type of business you are employed in. A hard working, very productive employee with a fantastic attitude gets promoted to a leadership role. Over a few months or perhaps even several years may go by and that person either starts becoming a problem, quits or may even ask to be returned to their previous position. We may also be the manager who is struggling to keep team members on board, the moment we get someone up to speed, they decide to leave to work for a competitor.

Is it just how things are today? Or is it something we, as managers, coaches and leaders may be able to address or change? In this session, Frank Besednjak will discuss the key characteristics to look for in employees who have interest in being promoted to a leadership position. We will also examine the main reasons managers fail and how to avoid them and/or fix them.
Frank Besednjak, The Training Source
Frank Besednjak, The Training Source
We Fired Everyone
Last year, we learned why and how to completely change your company culture overnight. This year, we check back in to see how things are working now. Join Renee for an update on their company's drastic one-day makeover.
Renee Lucas, LCS Heating and Cooling, LLC
Renee Lucas, LCS Heating and Cooling, LLC
4:30 PM - 5:30 PM
Vendor Reception/Product Showcase
Visit and chat with vendors offering a wide variety of resources and services for the HVAC industry. Grab a glass of wine or a beer and some appetizers and enjoy this time with fellow attendees.
7:00 AM - 8:00 AM
Registration Opens/Breakfast Available
8:00 AM - 9:00 AM
Breakout Session 1
Build Your Own Great Technicians
Good people are everywhere. But to get them to work for your company, you've got to create an open channel. Learn from Brian Hooper how to design and build your own school to career co-op path for great employees.
Brian Hooper, MSI Mechanical
Brian Hooper, MSI Mechanical
Commercial HVAC Maintenance Sales and Estimating
Interested in Commercial? Join industry veteran Bill Vervaeke and learn the "ins and outs" of commercial maintenance sales and estimating. This sesion will cover topics ranging from market segmentation, sales prospecting, estimating, agreement types, and software and proposal tools.
Bill Vervaeke, Walton & Company
Bill Vervaeke, Walton & Company
9:15 AM - 10:15 AM
Breakout Session 2
When To Add Middle Management & How to Set Them Up For Success
Contractors stay stressed. But how do you know when and what kind of help you need? Tony can get you on the right path to evaluating the need for a middle manager, and putting the right procedures and opportunities in place to make everybody more money.
Tony Yaniello, Del Air Mechanical
Tony Yaniello, Del Air Mechanical
Thought Leadership and Social Media
How do you cut through the noise and build your reputation as a thought leader in a competitive marketplace? Learn how to define and build your professional voice with ACCA Manager of Communications, Deb Weiner. In this session, you will learn how to brand yourself as a thought leader on LinkedIn, and how to best utilize Facebook, Twitter, and Instagram to enhance your voice.
Deb Weiner, ACCA
Deb Weiner, ACCA
10:30 AM - 11:45 AM
The Power of Attitude - Closing Session
There are so many times in life that we sit back and wait for good things to come our way. It’s inevitable that storms will come into our lives and there is nothing you can do to prevent the majority of them. They could be health, finances or business related.

During this motivating presentation you will learn seven ways to maintain and sustain a positive attitude even when things are not going your way.

Chuck Swindoll believes that life is 10% what happens to a person and 90% how we react to it and so do I. That’s The Power of Attitude.
Marvin Montgomery
Marvin Montgomery
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