Tuesday, September 21

7:00 am–5:00 pm Registration Open
7:30 am–8:00 am Continental Breakfast
8:00 am–8:15 am Welcome and Introduction
8:15 am–9:30 am Opening Keynote Speaker: Finish Big—Bo Burlingham
In the next five to 10 years, 1.36 to 2.0 million businesses will trade hands as the entrepreneurial Baby Boomers look to retire. That represents up to $10 trillion in financial activity! And we can expect twice that level of activity over the next 20 years. In this talk aimed at the millions of business owners who need to think about their exit strategy (even if it is far off), Bo Burlingham—editor-at-large of Inc. Magazine and author of Small Giants—offers lessons and presents great tips for any executive looking to increase their company’s value.
9:30 am-9:45m Refreshment Break
9:45 am–11:00 am

What Owners Can Do Now To Maximize Value and Mitigate Risk

Noah R. Baskin, Tower Water

Scott Hackworth, CPA, Industry Insights, Inc.

Michael Highum, CPCU, McGowan Insurance Group

Reid Hutchison, HOH Water Technology, Inc.

This session will provide you with insights into how to use financial reporting and benchmarking data to make informed business decisions. The session will review things AWT companies can do to weatherproof their business. In addition, risk management, employee training, and gaps in insurance coverage will be reviewed. Other topics covered will include:

  • Inventory management
  • Customer contracts and pricing increases
  • Raw materials and supply chain challenges
  • Cash flow forecasting
  • New HR issues
11:00 am–12:00 pm Attracting and Retaining Employees

Jennifer Price, PHR, East Coast Risk Management LLC

Michael A. Byerley, Global Water Technology, Inc.

Justin A. Wilhelms, WET Solutions, Inc.

Reid Hutchison, HOH Water Technology, Inc.

In today’s job market, finding and keeping employees is critical to the success of any business. Jennifer Price, HR specialist with East Coast Risk Management, will share the latest ‘best practices’ for attracting and retaining employees.  These key points are based in research on what motivates current job seekers in the workplace.  A panel of AWT member companies who are growing and expanding will share their perspectives and experiences related to these key strategies.

12:00 pm–1:00 pm Lunch
1:00 pm–2:00 pm

Smaller Breakout Groups—Culture and Attracting and
Retaining Employees

  • Promoting From Within and How to Advance Employees
  • Remote Workforce and Its Impact on Company Culture
  • Achieving Work/Life Balance
2:00 pm–3:30 pm Transitioning Leadership: Getting the Right Leaders in the
Right Seats

Thomas F. Brandvold, CWT, Premier Water & Energy Technology, Inc.

Jill A. Cavano, Scranton Associates, Inc.

Thomas Hutchison, HOH Water Technology, Inc.

Bruce T. Ketrick Jr., CWT, Guardian CSC

One of the most important issues companies deal with are high-level executive transitions. A new senior leader’s action or inaction will significantly influence the course of the business. Often, leaders are under-prepared for the transition to new roles. This panel will provide insight into what works and doesn’t work when transitioning leaders.

3:30 pm–4:30 pm

Legal Roundtable: Protecting the Business Through Contracts

Adam Green, Baker Donelson Bearman Caldwell & Berkowitz, PC

Kenneth Soeder, MS, CWT, Jamestown Technologies A Division of Azure Water Services, LLC

A well-written contract is absolutely necessary to protect your business. Join us for this session to hear from an attorney on this topic. In addition, learn more about the Shared Responsibility template from AWT.

4:30 pm–5:00 pm

Closing Session: Call to Action/Meeting Takeaways

5:00 pm–6:00 pm Networking Reception