Thursday, December 12, 2019 

Bella Lago Lounge | 8:30am - 5:45pm

  • 8:30am - 9:00am: Registration

  • 9:00am - 9:30am: Introduction- State of The Industry


  • 9:30am - 10:45am: Can I interest You In A Class Action? Lead Generation and Telemarketing The Contractor's No. 1 Liability in 2020 - a complete real-world discussion on how to understand and protect yourself from every form of telemarketing lawsuit and audit coming in 2020, with an analysis of every form of lead generation method.


  • 10:45am - 11:45am: Exclusive Panel - From $2mm to $200mm – Exit Strategies and Preparing Your Business For Sale in the Real World.  Learn the top five exit strategies - what they are and how they work, what to avoid. Our panel of remodeling experts have sold their own companies or assisted in the sale of industry players involving well over one billion dollars.  Learn how to prepare your company – large or small – operationally, legally and financially - for a sale or exit strategy. Participants: D.S. Berenson, Steve Silvers, Rob Lowe, Murray Gross 


  • 11:45am - 12:00pm: BREAK


  • 12:15pm - 12:45pm: Contractor Hot-Topic Danger Issues for 2020

    • Electronic Signing - Still Illegal in 17 States?

    • Sales and Use Tax - Deal or No Deal

  • 12:45pm - 1:45pm: Private Lunch - Industry Awareness Sessions - (Masters A and B conference Rooms)


  • 1:45pm - 2:45pm: Solicitation, Competition, ConfidentialityWinning The Trifecta of Restrictive Covenants. Understand – in plain English, once and for all, what you can and can not do to protect your business from the ex-partner, the vengeful sales representative, the double-dealing installer and the manager who will join your competitor across town next year.  What to do now, and what to do then.


  • 2:45pm - 4:00pm: Collection v. Protection – Opening Pandora’s Box.  Understand the advanced steps you can take to avoid and protect against the disgruntled and defaulting customer, and the best and worst collection, lien and litigation practices to consider in going after that customer. 


  • 4:00pm - 4:20pm: BREAK (Snacks)


  • 4:20pm - 5:30pm: Sales Rep. Classifications, Training and Turnover  - Learn how to avoid the costs of training fall-out,  structure the most cost-effective pay system – from §3508 to 1099 to W2, identify and solve the 7 most common failures in the sales representative system.

Friday, December 13, 2019

Bella Lago Lounge | 9:00am - 5:00pm

  • 9:00am - 10:15am: Contractor Hot-Topic Danger Issues for 2020

    • Lead Paint Executive Primer for 2020

    • Fall Protection Executive Primer for 2020

  • 10:15am - 11:30am: Donald Trump - The Death and Rebirth of the Independent Contractor Installer.  Structuring W2 and 1099 subcontractors from A-to-Z, the new tax issues, state laws and liability risks for lead paint and fall protection accidents.

  • 11:30am - 11:45am: BREAK

  • 11:45am - 12:30pm: Digital Media - Exclusive Panel - Metric Data Marketing and Manipulating Social Media.  Either you are using the media or you are being used by the media. Learn the basic and advanced Search Engine Optimization techniques from the leading vendor, review the best ways to handle social media reviews, operationally and legally, and most importantly – what not to do when dealing with disgruntled customers.


  • 12:30pm - 1:30pm: Private Lunch- Industry Awareness Sessions- (Masters A & B Conference Rooms


  • 1:30pm - 3:30pm: The Bulletproof Cloak -  Every Attorney General and Class Action Attack on "Consultant Recommended" Practices - A detailed discussion of every 2019 attack defended by Berenson LLP across the U.S.  Learn exactly what practices, policies, methods and techniques triggered fines, investigations and lawsuits – in what states and why. 


  • 3:30pm - 3:45pm: BREAK


  • 3:45pm - pm: Beyond Human Resources - Solving the Top 10 Employee Liability Risks– From marijuana to holiday parties, hidden embezzlement and installer theft, learn how to find and prevent the 10 industry HR issues that cause the greatest problems.

  • 4:00pm - 5:00pm: Legal Breakout Session- Owners Only

  • 6:30pm - 9:30pm: PRIVATE DINNER & RECEPTION (Lakeside Lawn)