CONFERENCE AGENDA

WED. 8 | GENERAL EVENTS

5:00pm – 7:00pm

Early Registration

Osaka

THU. 9 | GENERAL EVENTS

7:00am – 8:15am

Breakfast – Courtesy of SEC23

Windrose Ballroom

8:00am – 5:00pm

Registration

Legacy Foyer – 2nd Floor

9:00am – 5:30pm

Support Lab for Service Autopilot/FieldEdge/ESC

Seoul

9:00am – 6:00pm

Conference Testimonials and Interviews

Busan

12:00pm – 1:00pm

Lunch – Courtesy of SEC23

Windrose Ballroom

1:00pm – 5:30pm

Exhibitor Hall

Windrose 1-2

5:30pm – 7:30pm

Welcome Reception, sponsored by FleetSharp

Legacy A

FRI. 10 | GENERAL EVENTS

7:00am – 8:15am

Breakfast – Courtesy of SEC23

Legacy A

9:00am – 5:30pm

Support Lab for Service Autopilot/FieldEdge/ESC

Seoul

9:00am – 6:00pm

Conference Testimonials and Interviews

Busan

8:30am – 4:00pm

Exhibitor Hall

Legacy Foyer

12:00pm – 1:00pm

Lunch – Courtesy of SEC23

Legacy A

12:00pm – 1:00pm

Private FieldEdge Luncheon

Beijing

SAT. 11 | GENERAL EVENTS

7:00am – 8:15am

Breakfast – Courtesy of SEC23

Legacy A

9:00am – 4:00pm

Support Lab for Service Autopilot/FieldEdge/ESC

Seoul

9:00am – 4:00pm

Conference Testimonials and Interviews

Busan

8:30am – 4:00pm

Exhibitor Hall

Legacy Foyer

12:00pm – 1:00pm

Lunch – Courtesy of SEC23

Legacy A

7:00pm – Midnight

After Party – Limited Availability – Advance Purchase Required

Meet Buses at Hotel Main Doors – 1st Floor. Must be at buses by 6pm.

DAY 1 CONFERENCE SESSIONS

7:00am – 8:15am

Breakfast – Courtesy of SEC23

Windrose Ballroom

TRACK 1

LEGACY C-E

9:00am – 9:15am

LEGACY C-E Conference Kickoff!

Emcee, Nelson Ventura

TRACK 1

LEGACY C-E

9:15am – 10:15am

LEGACY C-E Q&A with Jonthan and Jason

Jonathan Pototschnik and Jason Cupp

For years, Jonathan Pototschnik has had his pulse on the Field Service industry. Join him and Jason Cupp for an opening Q&A session that kicks off our conference in a motivating, encouraging, and often humorous way!

TRACK 1

LEGACY C-E

10:15am – 11:00am

LEGACY C-E From Hire to Growth: Cracking the Human Code

Jonathan Porter-Whistman

AI is transforming the way we think about recruiting employees. Getting quality candidates has been a pain point in field services for an eternity. Now, with technological advancements turning that “gut feeling” when interviewing candidates into a more data-driven approach, your hiring just got a lot easier. Listen as Jonathan shares his truths about job performance, selecting the right team, and major misconceptions that all business owners share.

TRACK 1

LEGACY C-E

11:00am – 11:45am

LEGACY C-E New! FleetSharp Integrations to Boost Tracking

John McCammond

How safe and efficient is YOUR fleet? With brand new integrations in FieldEdge and Service Autopilot, FleetSharp will be on stage to demonstrate the value of GPS tracking. Learn how vehicle and asset tracking can save you money and give you more peace of mind. Plus, you’ll uncover how those GPS metrics are integrated within your software.

11:45am – 1:00pm

Lunch - Courtesy of SEC23

Windrose Ballroom

TRACK 1

LEGACY C-E

1:00pm – 2:00pm

LEGACY C-E Industry Report: Marketing & Recruiting Key Statistics Raising Concerns

Tony Ricketts

Numbers don't lie. Comparing historical data to current trends enables you to understand where the market is headed. After a comprehensive year-over-year analysis of the industry's online search volume and Lawnline Marketing's vast internal data, Tony Ricketts will present the key findings. Some statistics may raise concerns for your business.

TRACK 1

LEGACY C-E

2:00pm – 3:00pm

LEGACY C-E Stop Putting CEO After Your Name and Actually BE a CEO

Julie Vena

Anyone can put “CEO” after their name. But do you have what it takes to truly lead?? Leadership comes from within. And to be a great leader, you have to understand what drives you, your employees, and your business. Julie is no stranger to leadership. She knows what it takes to dive in and control a situation. It takes a lot of passion, perseverance, and fortitude to be a leader. And sometimes you just have to push past the negative chatter and lean into your own gut instincts.

3:00pm – 3:15pm

-- Break --

2nd Floor Foyer

TRACK 1

LEGACY C-E

3:15pm – 4:30pm

LEGACY C-E SEC Bootcamp Workshop: The Ultimate Lead Gen Tool

Jonas Olson

TRACK 1

LEGACY C-E

4:30pm – 5:30pm

LEGACY C-E How To Go From Zero to Over $100M in Net Worth

Brandon Dawson

Brandon will share his exact path that took him to over $100M net worth and how you can immediately implement it to. Discover the mindset and tactics fueling his remarkable rise, inspiring your own journey to reaching your personal, professional, and financial goals.

TRACK 1

LEGACY C-E

5:30pm

LEGACY C-E Closing Remarks

Nelson Ventura

TRACK 1

Legacy A-B

5:30pm - 7:30pm

LEGACY A Welcome Reception

DAY 2 CONFERENCE SESSIONS

7:00am – 8:15am

Breakfast – Courtesy of SEC23

Legacy A

TRACK 1

LEGACY C-E

8:30am – 8:45am

LEGACY C-E Opening Comments

Emcee, Nelson Ventura

TRACK 1

LEGACY C-E

8:45am – 9:45am

LEGACY C-E Reset & Recharge: Experience a Fresher & More Positive Approach To Eliminate Stress, Negativity & Burnout

Betsy Allen-Manning

WARNING: You will leave RECHARGED! In this presentation, you will receive strategies to reduce stress and negativity, develop better habits, create more work/life balance, reduce burnout & overwhelm, and become a more resilient person in business and your personal life. This is NOT a podium-type speech. Betsy Allen-Manning is a high-energy, keynote speaker, who engages you through games, brainteasers, discussions, dancing, and on-the-spot implementation. You will have fun while also getting some amazing takeaways!

Get ready to:

  • Discover Betsy's 'CARE' technique to reduce stress & destroy negative thinking.
  • Develop a ‘productive mindset’, and learn how to reduce burnout by prioritizing your day, identify time stealers & eliminate the overwhelm that multiple projects can bring.
  • Utilize the 'HEAT' method to calm down emotionally charged individuals.
  • Discover which habits contribute to your success, and which ones lead you into burnout and overwhelm.
  • Learn how to build your 'Work/Life Balance Strategy'.

9:45am – 10:00am

-- Break --

2nd Floor Foyer

TRACK 1 & 2

Windrose 3-4/Legacy C-E

10:00am – 11:00am

Legacy B HVAC Trends & Market Analysis

Tim Fisher

With heating season upon us, how should HVAC contractors be preparing for the winter and beyond? In this session, we’ll review the major lessons learned from the summer and explain what the industry should expect in the months ahead. We’ll also provide an early preview of the findings from our 2023-24 State of the Channel Report, which is set to be released in early Q1 2024.

Legacy C-E Your Network Is Your Net Worth

Naylor Taliaferro

They say it’s not what you know, but who you know. And now, more than ever, your social network could make or break your business. Learn how to push more profit for your business through the power of social media influence.

TRACK 1 & 2

Windrose 3-4

11:00am – 11:30am

Legacy B The Power of a Price Book

Jason Atha

Learn about FE Flat Rate, Proposal Pro, and other options for setting up your price book for success.

Legacy C-E 3 Powerful Plays for Efficiency & Profitability

Brian Minter

Mastering the following functions can be a game-changer when saving time during your daily operations: Routing Optimization, Job Costing and Budgeting Projects, and Marketing. Brian will show you just how much time you can save using Service Autopilot.

TRACK 1 & 2

Windrose 3-4/Legacy C-E

11:30am – 12:00pm

Legacy B Using Homeowner Financing for Business Growth

Eric Gude

GROWING your home service business through financing is now EASIER THAN EVER. One of the biggest trends in our economy is a cashless, convenient experience. This session will provide a deeper understanding of changing consumer behavior, and how embracing finance solutions as part of your customer experience can springboard your next growth spurt by 25%.

Legacy C-E This One Key Action Can Totally Change Your Business

John DeCausmaker

Taking the right steps at the right time can lead to massive success. See how taking just one key action can totally change the trajectory of your business. John has built businesses from the ground-up and recently went through his own personal transformation. Hear how his journey can inspire you to TAKE ACTION!

12:00pm – 1:00pm

Lunch - Courtesy of SEC23

Legacy A

TRACK 1

LEGACY C-E

1:00pm – 2:45pm

LEGACY C-E Unlocking Excellence: The Key to Scaling Success by Duplicating Top Performers

Heather Block

In this workshop we'll guide you through four crucial steps to grow and scale through duplicating top talent in your field service business. Learn how to create job descriptions that align with your company culture, assign Key Performance Indicators (KPIs) to measure success, develop actionable processes for each KPI, and establish a coaching process for peak performance. With these strategies, you'll be able to duplicate top performers, optimize your team, enhance operations, and drive sustainable growth in your industry.

2:45pm – 3:00pm

-- Break --

2nd Floor Foyer

TRACK 1

Legacy B/Legacy C-E

3:00pm – 3:30pm

Legacy B Advanced Selling (FieldEdge)

Jason Atha

Our Trainers will walk you through the benefits of multi-option quoting, Docusign, and FE payments and how they all operate together in harmony.

Legacy C-E Automations – Basic & Advanced

Scott Howard & Mike Callahan

From the most basic of Automations to mind-bending big plays, let these Automations do the work for you! Bonus: Brainstorming with Vyond, animation software!

TRACK 1

Legacy B/Legacy C-E

3:30pm – 4:00pm

Legacy B Managing Maintenance Plans

Alex Menendez

Learn how FE Agreements can track your preventative maintenance plans and automatically remind your customers when it's time to schedule and renew.

Legacy C-E Using Deep Lawn with Service Autopilot

Joel Northrup

Deep Lawn enables lawn care and landscaping companies to sell their services online in less than one minute by combining machine learning, geospatial data, and payment processing into an all-in-one e-commerce tool. See how you can use this tool with your Service Autopilot account!

4:00pm – 4:15pm

-- Break --

2nd Floor Foyer

LEGACY C-E

4:15pm – 4:45pm

LEGACY C-E Biggest Badass Nominations

Chris Volpe

LEGACY C-E

4:45pm – 5:30pm

LEGACY C-E Field Services Academy in Action

Chris Volpe

LEGACY C-E

5:30pm

LEGACY C-E Closing Remarks

Nelson Ventura

DAY 3 CONFERENCE SESSIONS

7:00am – 8:15am

Breakfast – Courtesy of SEC23

Legacy A

TRACK 1

LEGACY C-E

8:30am – 8:45am

LEGACY C-E Opening Remarks

Emcee, Nelson Ventura

TRACK 1

LEGACY C-E

8:45am – 9:45am

LEGACY C-E Power Your Brand!

Debbie Sardone

In today's highly competitive market you have to be memorable to be worth remembering. Your brand is much more than a logo and a tagline. Debbie Sardone will show you the 3 steps to go from ordinary to EXTRAordinary so you can stand out in a crowded market, compete on value instead of price, and be referred by people who aren't even using you yet!

TRACK 1

LEGACY C-E

9:45am – 10:30am

LEGACY C-E SEC Bootcamp Workshop: Creating Playbooks to Speed Up Your Daily Operations

Libby DeLucien

What’s the best way to make your work day go smoother? By having an action plan around those operations you do on a daily basis. In this 1-hr bootcamp, you’ll build your action plans so by the time you get back to the office on Monday, you’ll be ready to save time… and give yourself peace of mind. Libby’s playbooks are meant to speed up your day and make your office run more efficiently.

10:30am – 10:45am

-- Break --

2nd Floor Foyer

LEGACY B

10:45am – 11:30am

LEGACY B Automate Your Marketing Engine with MarketingEdge (FieldEdge)

Cait Kennedy and Eddie Childs

This year was HOT! Literally and figuratively when it came to sales and marketing. The hotter it got - the more calls you received. That’s why now, more than ever, it’s important that you’re setting your business up for marketing success…and not failure. By automating your marketing sends, you’ll save time by letting your software do the follow up work. Listen as our MarketingEdge team and Mediagistic combine forces on a session that’ll open your eyes to the data YOU own and how powerful it can be to leverage that data and operationalize your business.

Legacy C-E Scaling Your Service Business to 7 Figures and Beyond (Service Autopilot)

Mike Callahan

In this talk Mike Callahan will walk you through the exact blueprint that he used to scale his business and hundreds of others as a Service Autopilot Certified Advisor to 7 figures of annual recurring revenue and beyond. Discover the bottlenecks of growth that your business will face and how to overcome them through building a leadership team that is purpose driven. When you leave this session you will have the exact roadmap to scale your business through recurring revenue with a rock solid foundation that does not revolve around the business owner to succeed!

Legacy B/Legacy C-E

11:30am – 12:00pm

Legacy B Time-Saving Communications (FieldEdge)

Alex Menendez

Automate your communications with the power of FE templates and our new MarketingEdge integration.

Legacy C-E Generating More Revenue in the Off-Season (Service Autopilot)

Rebekah Spencer

Learn how to leverage more industries such as snow and ice removal, Christmas lights, and pet waste removal. See how Service Autopilot can help you manage more!

12:00pm – 1:00pm

Lunch - Courtesy of SEC23

Legacy A

Legacy B/Legacy C-E

1:00pm – 1:30pm

Legacy B Future-proof Your Business

Paul Baccaro

As the demographics shift in the next 10 years, prepare your business to adapt to changing generational expectations. Find out how to stay ahead of marketing and technology trends to connect with the growing buying power of Millennials, Gen Z, and more.

Legacy C-E Growth through Mergers and Acquisitions

Marvin Salcido

Listen as Marvin takes you through the highs and lows of how he grew his business OVER 1500% in the last few years through mergers and acquisitions. Learn when to merge and acquire, and how to choose the businesses that make sense.

TRACK 1

LEGACY C-E

1:30pm – 2:30pm

LEGACY C-E Industry Roundtable: How Owners are Succeeding in Today’s Economy

FE and SA Members

TRACK 1

LEGACY C-E

2:30pm – 3:15pm

LEGACY C-E The Future of Software:
2024 FieldEdge Roadmap
2024 Service Autopilot Roadmap

Dan Fuhr

3:15pm – 3:30pm

-- Break --

2nd Floor Foyer

TRACK 1

Legacy C-E

3:30pm – 3:45pm

LEGACY C-E Awarding of “Biggest Badass” Presented by the Academy

Chris Volpe

TRACK 1

LEGACY C-E

3:45pm – 4:00pm

LEGACY C-E Closing Remarks

Nelson Ventura

The SEC23 Venue Map

Download Map

Ready to Join the Conference?

Prices will increase to $1,195 on September 30th.

$799

SOLD OUT!

Your Registration Includes

Access to All Sessions & Workshops
Breakfast & Lunch Provided on Days 2 & 3
Access to the 1-on-1 Support Lab
The Evening "Welcome Reception" with Free Drinks and Hor d'Oeuvres
Special Hotel Room Rates
GET TICKETS NOW!
Service Edge Conference 2024 | All Rights Reserved
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