Agenda

Check back for agenda updates as we've been working hard to put together an unforgettable event — three days packed with roundtable discussions, consultations, interactive panels, networking, plus plenty of fun in Baltimore! Check back often to see agenda updates!

12:00 - 2:00pm

Conference Registration and Hot Products & Trends Exhibits


2:00 - 3:00pm

General Session - The Pinnacle Experience Kick Off

Right Person, Right Seat

How much does one bad hire cost a business? The amount is staggering. There's the time spent recruiting and onboarding, lost revenue, low morale, decrease in brand reputation, legal liability, and the list goes on. In this fast paced presentation, Elias will reveal how to hire people that embrace your core values, and then make sure they are in the right role for their strengths.

Speaker: Brian Elias, CEO, Refloor


3:20 - 4:00pm

Track Sessions

Home Improvement

How to Lead Through Change: Expert Insight from Top Home Improvement Executives

The only constant in life, and business, is change. Home improvement companies that are slow to adapt are more likely to fall woefully short of growth goals and profit projections. Successful companies have several things in common, including leaders who are capable of recognizing and reacting to obstacles that stand in their way. Power100 CEO Greg Cummings will moderate an impressive panel of some of the country's top home improvement CEOs who will share how they've led their teams to new heights amidst a sea of change. You'll walk away from this panel with economy-proof principles that will help you lead your team through any challenge.

Panelists: Greg Cummings, CEO, Power100
Jeff Gunhus, CEO, Home Genius
Patrick Rinard, CEO, Bee Window

Design Build

Case Study: A Marketing Success Story

Founded in 1961, Case Design is an industry leader with over $50 million in revenue for 2023. A crucial part of the company's outstanding success lies in its smart, competitive marketing. This session will take a deep dive into the strategies Case relies on to build a powerful marketing program, target the right demographic, and gain qualified leads. Discover the art and science behind how an industry trailblazer keeps its brand message top-of-mind in a hyperconnected world.

Speaker: Bruce Case, President and CEO, Case Architects & Remodelers


4:00 - 4:20pm

Hot Products & Trends Exhibits and Refreshments


4:30 - 5:00pm

Subject Matter Expert Workshops

Home Improvement

Securing Your Sales with Pricing Strategies

Are you finding that it's more difficult to close customers in the current need-based economy? Do you see project cancellations or customers getting cold feet? Andrew will guide you through strategies to minimize project pullbacks and retain your business pipeline. In this tailored session, learn how to incorporate financing costs into your pricing strategy effectively, ensuring customers have a vested interest in their projects. Discover how to manage sticker shock by selling the affordability of payments rather than the overall cost, and understand how to handle pricing increases without losing customer commitment.

Speaker: Andrew J. Burbank, Senior Relationship Manager, Wells Fargo

Moneyball for Sales

Learn what works and what doesn't work in a sales pitch, straight from the data authority, Rilla. How much time should a salesperson talk in comparison to the customer? How much time is ideal to spend in the home? What are customers' real objections (hint: the first one isn’t cost)? Receive feedback on your sales pitch and hear the industry secrets that will get you closing sales fast.

Speaker: Matt Rodio, Director of Customer Success, Rilla

Incorporating AI Into Your Systems & Processes

This eye-opening workshop provides actionable advice for using AI to enhance efficiency, decision-making, and innovation across the entire customer journey. Learn how others are harnessing AI to boost productivity, and outpace competitors.

Speaker: Mark Highbaugh, CEO, Marlimar

Leveraging Google for Lead Gen in 2025

Are you utilizing Google to its fullest potential? Are you making the right strategic choices to gain the best possible outcome? This workshop will educate company leaders and marketers on optimal use of Google for organic search, pay-per-click, and Google guaranteed.

Speaker: Andrew McCartin, Socius Marketing, Sales Executive, Socius

How to Use AI in your Marketing and Sales for Maximum Results

This fast-paced workshop delves into the transformative capabilities of AI. Learn practical strategies and hear real-world use cases for how to integrate AI into your day to day marketing and sales activities — from content creation to idea generation and more. When used properly, AI can multiply your marketing, increase sales, and win trust with your prospects and customers like never before.

Speaker: Connor DeLaney, Head Sales Consultant, IMPACT

Strategic Health Check: How's your Sales Strategy? Are your sales reps making it easy or hard to buy from you?

Meet with GreenSky's David Adam, Director of Client Growth Management and Jason Bruce, Senior Account Executive to step through a health check of your sales strategies and close rates. David and Jason have been helping home improvement businesses at every revenue level to grow their annual sales through financing, by employing sales and pricing strategies that help enable bigger deals and the ability to serve more Customers through ranging payment options.

Speakers: David Adam, Director of Enterprise Client Growth Management, GreenSky
Jason Bruce, Sr. Account Executive, GreenSky

Operating like a Top 500 company: How to Effectively Scale a Winning Sales Process

Do you have a culture of continuous improvement? Understand the leadership techniques that create winning sales teams from Joe Jordan, Co-CEO of Siro. Jordan will share how to develop a culture of continuous improvement that results in industry-leading sales results, whether you have a team of 5 or 50. Discover AI-powered strategies to standardize onboarding, lead change with empowerment, and act on insights.

Speaker: Joe Jordan, Co-Founder, Siro

Understanding Dealer Partnerships

Join Jason Uhl from HomeStory Doors to discuss manufacturer partnerships and dealer opportunities. Jason brings over 25 years of working with remodeling business owners developing robust, mutually beneficial partnerships that expand product offerings and tap into opportunity-rich market segments for home improvement companies.

Speaker: Jason Uhl, Vice President of Business Development, Homestory Doors

Thinking Ahead: How to Position Your Company for a Future Acquisition

This workshop provides important insights into how to optimize operations, create key value drivers, and build financial strategies that make a company most attractive to potential buyers. Structured as a discussion format, you'll come away with actionable advice you can use on day one to position your company for the future.

Speaker: Tyler Davila, National R&R Account Manager, James Hardie

Design Build

Money Matters

How much debt should a remodeler carry? How much operating cash is ideal and where should you keep it? Is your gross profit where it should be? Led by a second gen company owner, this peer-driven workshop delves into how to get, and keep, your financial house in order.

Speaker: Addie Merrick-Phang, President, Merrick

The Art and Science of Estimating

Estimating can be complicated especially if you have an inhouse crew. In this workshop Criner will discuss estimating softwares, adding efficiencies to your system, and tracking data.

Speaker: Paul Criner, Vice President, Criner Remodeling

Managing Change

Change is inevitable, but making necessary internal shifts in processes can be extremely disruptive to a remodeling business. You know there is a light at the end of the tunnel, however your team may be harder to convince. As a leader, how do you effectively manage process change from the beginning stages all the way through to implementation? Learn strategies to ensure smooth transitions, gain buy-in to preserve company culture, and develop techniques to lead confidently through uncertainty.

Speaker: Lauren Weber, General Manager, Cornerstone Remodeling

Boosting Your Profitability in Today's Market

Profitability in remodeling relies on mastering your costs and mastering the process's biggest pain point: communication. The most impactful way to do so? Technology. Bob Cain brings more than 25 years of working with builders, remodelers, and trade contractors, and technology to provide personalized advice to boost your profitability. Understand how to manage costs, budgets, and stakeholder communication more accurately through proven strategies and technology implementation.

Speaker: Bob Cain, Business Unit Leader of BuildTools and Bolt, ECI

The Secrets to Smart Growth

Michael Valente grew his remodeling franchise business from zero to 40 locations in just a little over two years. His franchisees complete 500-600 projects annually at an average size of $35,000. Here, Valente unveils the secrets behind smart growth, from knowing when to add headcount to understanding how to create systems and processes that support a rapidly growing organization.

Speaker: Michael Valente, Founder & CEO, Renovation Sells

Mastering Marketing Strategy: Maximizing Leads and Optimizing Costs

How do you define success for a marketing campaign? When is it time to move resources from one area to another? How should you allocate the funds in your budget? This workshop delves into the art and science of creating a marketing strategy that brings more leads at an optimal cost for remodeling professionals.

Speaker: Stephanie Troilo, Marketing Manager, SmithHouse Design Build


6:30 - 8:30pm

Welcome Party, MaGerks Pub & Grill in Federal Hill


7:30 - 8:30am

Breakfast and Hot Products & Trends Exhibits


8:30 - 10:15am

General Sessions

Keynote Address

Endless Customers: A Life-Changing Framework to Earn More Trust, Attract More Qualified Customers, and Grow Your Business in the Digital Age

Based on his landmark book They Ask You Answer, that has sold over 100,000 copies around the world and was named a “Top 5 Marketing Book of All Time,” Endless Customers addresses two fundamental problems businesses (both B2B and B2C) are dealing with today:

  • How do we evolve our business model to fit the demands of a dramatically more informed, less patient, and more digital customer?
  • How can we establish our brand and business as the voice of trust in our space, while attracting enough customers and standing out above the noise?

With these important questions in mind, attendees in this program will learn:

  • How companies must evolve their sales and marketing departments (and their priorities) to meet the expectations of informed digital customers
  • The very specific types of content today's buyers demand to see (and learn about) on a company's website and social platforms – and how to effectively address these subjects as a business to gain their trust.
  • The role visual media will play on the buying process moving forward and how companies can effectively embrace this critical medium.
  • How to use effective content to revolutionize the sales process.
  • How customers are demanding more of a “seller-free” sales experience on the front end of the buying process.
  • The up-and-coming trend of “self-service” – and how companies can give customers more control while increasing leads and sales in the process

Ultimately, Endless Customers focuses on “trust” and “change” and has proven to be life-changing for the 500+ audiences around the world that have received this very program.

Marcus SheridanKeynote Speaker: Marcus Sheridan, Transformational sales and marketing leader, master storyteller, serial entrepreneur

Sponsored by: Rilla Logo


Panel Discussion - Industry Insights: How To Use Technology and Marketing to Create a Superior Customer Experience That Helps You Close More Sales

Dissect the intersection between technology, marketing, customer experience, and sales with this panel of industry experts. Each will share their specialized insight into these important business themes to equip you with the knowledge to make the most impactful changes in your business. Learn how to use technology to solve remodeling's greatest challenges and develop a referral-rich customer experience while understanding how to market and sell your unique business approach.

Moderator: Caroline Broderick, Managing Editor, Pro Remodeler
Panelists: Andrew Martin, VP New Services, Marlimar
Marcus Sheridan, Transformational Sales and Marketing Leader
Jeff Mink, Vice President of Sales | Residential Home Construction, ECI
Jason Uhl, Vice President of Business Development, Homestory Doors
Joe Jordan, Co-Founder, Siro


10:15 - 10:35am

Hot Products & Trends Exhibits and Refreshments


10:35 - 11:15am

Track Sessions

Home Improvement

A Blueprint for Sales Success In Uncertain Times

In this energetic, entertaining, and fast-paced presentation, highly successful home improvement sales training guru Paul Burleson will share how to adjust, adapt, and prevail in changing times. This talk will lay out a blueprint on how to utilize today's sales technology, reinforce the power of the in-home demo, reveal how to master the money-making art of listening to your customers, and explore how to create a powerful selling system that helps you develop customers for life.

Speaker: Paul Burleson, Consultant, Westlake Royal Building Products

Design Build

Building A Small Projects Division from the Ground Up

In 2020, Harth Builders started a small projects division. The initiative saw enormous growth, with 2024 revenue budgeted for $3 million. Harth Home Services now accounts for more than 10% of Harth's size overall with two salespeople dedicated to the division full time. In a case study-type presentation, Greg Harth will discuss how the small projects division integrates into the rest of the company, and why he had to rethink systems and processes several times. “It's similar to building a new company,” he says. “We experienced the same growing pains as back in the beginning with Harth Builders.”

Speaker: Greg Harth, President, Harth Builders


11:20am - 12:05pm

Roundtable Discussions

Home Improvement

Roundtable #1A - Lead Gen

Ignite Your Marketing with this Expert Led Innovative Roundtable

Speakers: Ryan Shutt, CEO, Southwest Exteriors
Connor DeLaney, Head Sales Consultant, IMPACT

Roundtable #1B - Leadership

Learn leadership best practices from your peers in a dynamic mastermind session.

Speakers:Megan Curry, General Manager, Revelare Kitchens
Margie Wood, Associate Manager, R&R Segment, James Hardie

Roundtable #1C - Sales

In these fast-paced mastermind sessions provide actionable advice from sales leaders in remodeling and home improvement.

Speakers: Scott Siegal, President, Certified Contractors Network
David Adam, Director of Enterprise Client Growth Management, GreenSky

Design Build

Roundtable #1A - Technology

These open-format conversations include real-world technology solutions from remodelers and home improvement professionals.

Speakers: Raissa Rocha, Director, Nimble Thinkers
Jeff Mink, Vice President of Sales, Residential Home Construction, ECI

Roundtable #1B - Leadership

Learn leadership best practices from your peers in a dynamic mastermind session.

Speaker: Allison Guido, CEO, Almar Building & Remodeling Co.

Roundtable #1C - Sales

In these fast-paced mastermind sessions provide actionable advice from sales leaders in remodeling and home improvement.

Speaker: Bill Millholland, Executive Vice President, Case Architects & Remodelers


12:05 - 1:00pm

Networking Lunch


1:00 - 2:40pm

General Session

What to Expect for the Remodeling Market in 2024 and Beyond

The future health of the remodeling industry can be best understood by looking at three sources: 1) Consumer behavior 2) Economic data 3) Insights from market leading remodelers. In this fast paced and dynamic talk, Richardson will dive into all three areas and reveal not only what he's seeing today, but what the future will likely bring for design build and home improvement companies.

Speaker: Mark Richardson, Remodeling Industry Advisor, Author, and Speaker


Panel Discussion - Moving the Needle on Revenue: Advice for Today's Remodelers

Here, industry experts provide clear, actionable strategies for remodelers to drive revenue growth. From leveraging digital tools more effectively to understanding your KPIs, our panel will share invaluable insights, practical tips, and real-world experiences aimed at empowering today's remodelers to thrive in a competitive market.

Moderator: Erika Mosse, Director of Content, Pro Remodeler
Panelists: Andrew J. Burbank, Senior Relationship Manager, Wells Fargo
David Adam, Director of Enterprise Client Growth Management, GreenSky
Matt Rodio, Director of Customer Success, Rilla
Tyler Davila, National R&R Account Manager, James Hardie


2:50 - 3:35pm

Roundtable Discussions

Home Improvement

Roundtable #2A - Technology

Speakers: Briana Hetherington, Founder, Altruistic Advisory

Roundtable #2B - Leadership

Learn leadership best practices from your peers in a dynamic mastermind session.

Speaker: Gary Cohen, Vice President, Certified Contractors Network

Roundtable #2C - Lead Gen

Ignite Your Marketing with this Expert Led Innovative Roundtable

Speakers: Bridget Cramer, Director of Marketing, Lindus Construction
Jason Uhl, Vice President of Business Development, Homestory Doors

Roundtable #2D - Sales

In these fast-paced mastermind sessions provide actionable advice from sales leaders in remodeling and home improvement.

Speaker: Jeremy Owens, Vice President, 3 Generations Improvements and President, US Construction Zone
Matt Rodio, Director of Customer Success, Rilla


2:50 - 3:35pm

Track Session

Design Build

Systems and Processes that Work

In 2023, Case designed, sold, and produced more than 160 projects worth nearly $50,000,000. The company's success is founded on processes that are repeatable, trainable and built to ensure predictable results. In this session Millholland will outline the detailed processes the company uses including various roles involved, the steps taken from lead to completion, and the technologies implemented along the way.

Speaker: Bill Millholland, Executive Vice President, Case Architects & Remodelers


3:35 - 3:45pm

Hot Products & Trends Exhibits


3:45 - 4:25pm

Track Sessions

Home Improvement

5 Beliefs of a Winning Entrepreneurial Mindset

Too often in the home improvement industry, companies feel compelled to “crush the competition” and are misled to believe that they are only in business to make a profit. Great Day Improvements CEO Michael Hoy and Chief Marketing Officer Amy Zimmerman will share the stage to deliver a dynamic presentation on what is really required to become a winner in the world of home improvement. In addition to outlining the core beliefs of a winning entrepreneurial mindset, the duo will reveal the 10 Team Commandments that will help you create a company culture that eats strategy for breakfast!

Speakers: Michael Hoy, CEO, Great Day Improvements
Amy Zimmerman, Senior Vice President, Great Day Improvements

Design Build

5 Keys to Intentional Growth

Growing a team from six people to nearly 30 in just four years is a challenging task. Here, Michael Sauri shares how he found the right people, placed them in the correct roles, created a strong company culture, and built processes to streamline efficiency. He also recounts the problems and losses suffered along the way, and reveals five things he would do over again, and the five he would avoid. Today, TrivistaUSA is an artistic Design-Build company that regularly delights clients, employees, and the community it serves.

Speaker: Michael Sauri, President and Co-Owner, TriVistaUSA Design + Build


7:00 - 10:00pm

Pinnacle Celebration


8:00 - 9:00am

Breakfast and Hot Products & Trends Exhibits


9:00 - 9:50am

General Session

The Death of SEO and What Comes Next

Vince Venditti helped take Premier Home Pros from $15 million to $100 million in one year without outside funding. His secret sauce lies in a forward-looking take on digital marketing, the same take that he used to help his prior employer—the largest direct-to-consumer home improvement company — reach $1 billion dollars in revenue. In his words, SEO is dead. It's time to prepare for the new marketing mindset.

Speakers: Vince Venditti, President, Premier Home Pros
Sean Olin, VP Sales, SGC Horizon


10:00 - 10:45am

Roundtable Discussions

Home Improvement

Roundtable #3A - Sales

In these fast-paced mastermind sessions provide actionable advice from sales leaders in remodeling and home improvement.

Speakers: Erika Mosse, Director of Content, Pro Builder
Andrew Martin, SVP Business Development, Marlimar

Roundtable #3B - Technology

These open-format conversations include real-world technology solutions from remodelers and home improvement professionals.

Speakers: Caroline Broderick, Managing Editor, Pro Remodeler
Chad Bartholomew, Account Relationship Manager, Wells Fargo

Roundtable #3C - Lead Gen

Ignite Your Marketing with this Expert Led Innovative Roundtable

Speaker: Amy Zimmerman, Senior Vice President, Great Day Improvements
Joe Jordan, Co-Founder, Siro

Design Build

Roundtable #3A - Lead Gen

Ignite Your Marketing with this Expert Led Innovative Roundtable

Speaker: Craig Guido, Project Development/Partner, Almar Building & Remodeling Co.

Roundtable #3B - Leadership

Speaker: Matt Bowe, Principal, Alair Homes Hunt Country


Track Session

Design Build

Real World Uses for AI in Remodeling

This presentation looks at the practical application of ai in a variety of categories. From ideation, to estimating, to communication, to organization and efficiency. We look at both CX (customer experience) and BI (business intelligence).

Speaker: Michael Anschel, Principal, OA Design+Build


10:55 - 11:30am

General Session Speaker & Closing Remarks

Business Evolution: Ignite Your Potential and Achieve Success

Discover what pushes successful organizations forward, what keeps companies from growth, and explore how your behaviors, values, and purpose impact your company's progress. From your big, hairy, audacious goals to core ideologies, Briana Hetherington walks attendees through her proven strategies and the data-backed secrets to success and offers actionable insights into the transformative steps leaders can take to ignite powerful change to propel an organization toward unprecedented heights.

Speaker: Briana Hetherington, Founder, Altruistic Advisory


Agenda subject to change.


Professional Remodeler inspires and educates more than 85,000 businesses in the residential remodeling industry. These companies include design-build firms and home improvement professionals. Led by a team of expert editors and former remodelers, Pro Remodeler has earned numerous prestigious awards for editorial coverage.

www.proremodeler.com