Wednesday (Optional Event)

6:00 pm - Evening Meet and Greet Gathering in the Lobby Bar

Thursday

(All events Thursday and Friday are included in your registration)

7:00 - 8:00 am - Breakfast

8:00-8:30 am - Welcome and Announcements

8:30 - 9:30 am - One Page Financial Plan

Guest Presenter: John Barnes, CFP; Founder and CEO, Pendleton Street Business Advisors

9:30 - 10:00 am - Break

10:00 - 11:00 am - Lessons from a Third Generation Restorer

Guest Presenter: Justin Woodard, President,  Woodard Restoration and President of Restoration Industry Association (RIA)

11:00 - 11:15 am - Break

11:15 - 11:45 am - What’s On the Legal Forefront: Updates for Restorers
Member Presenter: Brian Edlin, Managing Partner, Jordan Price Law Offices

Brian Edlin will review recent legal cases and developments impacting the restoration industry, highlighting key rulings and trends that restorers need to know to stay informed and prepared.

11:45 am - 1:00 pm - Lunch

1:00 - 2:15 pm - Commercial Large Loss — From the First Call to Conclusion
Panel Presentation - Justin Woodard, President, Woodard Restoration; Ashley Fullenkamp, VP of Insurance Svcs; Chad Meitzler, Dir of Emergency Services, Southern CAT; Alan Canby, Sr. Property Claims Specialist

What it is and why it matters. Most of our members handle residential restoration every day. Still, large commercial losses behave very differently — and that's exactly where contractors get overwhelmed, leave money on the table, or mishandle the claim. This session walks attendees through one realistic large loss from the initial call all the way to closeout, so they leave understanding the full sequence and the cast of players they have to coordinate. 

2:15 - 2:30 pm - Break

2:30 - 3:30 pm - The Foundation of A Solid Inspection - And Why Companies Get It Wrong
Member Presenter: Todd Sangid, Solutions Consultant, Docusketch

The initial inspection sets everything in motion. Get it right, and the documentation supports your estimate. The estimate supports the approval. The approval supports getting paid. Get it wrong, and you're chasing corrections at every step that follows. This session breaks down the practical, field-driven strategies that make the difference: capturing clear, complete documentation from the start.

3:30 - 6:00 pm - Break

6:00 pm - Evening Networking Event
Attendees are invited to join us for cocktails, dinner and a Murder Mystery experience!

Friday

7:00 - 8:00 am - Breakfast

8:00 - 9:00 am - Intake to Income: How Intentional Company Strategy and Process Drive Profitability

Member Presenter: Katie Smith, Owner, PHC Restoration, and Sarah Cowell, Director of Operations, PHC Restoration

Katie Smith and Sarah Cowell explore how a strong collection strategy begins with identifying the right client. They will discuss strategies for attracting and evaluating high-priority leads, creating a thorough intake process, and the critical skill of knowing when to say no. Participants will also learn how to effectively onboard new clients and establish an accounts receivable rhythm that ensures projects close quickly and profitably.

9:00 - 9:15 am - Break

9:15 - 10:15 am - Navigating Tectonic Industry Shifts in Restoration
Guest Presenter: John Barnes, CFP; Founder and CEO, Pendleton Street Business Advisors