Agenda

Sunday, April 15

Monday, April 16

  • 7:30am - 12:00pm
    Registration Open
  • 8:00am - 9:15am
    Opening Breakfast

    Breakfast is served while NAEC President, Craig Zomchek, delivers his State of the Association Address reporting on the work of various committees. Following the President’s address, two-time global bestselling online author, Dr. Todd DeWett, will make you laugh, think, and engage as he reveals that more is possible, at work and beyond.

  • 9:30am - 11:30am
    OSHA Update/Silica Safety Training

    This is session will provide attendees an awareness of the various ways of being exposed to materials containing crystalline silica and how to prevent over exposure. The course will assist with providing details on the OSHA silica regulations, including the new OSHA Respirable Crystalline Silica Dust Regulation.

    Speaker: David Smarte, Delaware Elevator

    Bio: David Smarte is Director of Safety and Education for Delaware Elevator. Mr. Smarte has served on the NAEC Board of Directors. He is also Chair of the NAEC Education & Technical Advisory Committee. David is a licensed Qualified Elevator Inspector (QEI) and holds a Certified Elevator Technician (CET) and Certified Accessibility and Residential Technician (CAT) Certifications.  Mr. Smarte has 39 years in the elevator industry and 18 of these years he concentrated on Safety and Training and Special Projects.

  • 10:30am - 12:00pm
    Exhibitor Strategy & Attendee Journey 2019

    Representatives from T3 Expo will discuss potential design and visual ideas for NAEC 2019 Exposition. They will discuss exhibitor pain points on the event and how they can make the process easier.

    Speaker: Greg McCormack, T3 Expo

    Speaker: Nate Derby, T3 Expo

  • 12:00pm - 6:30pm
    Official Golf Tournament

    Encinitas Ranch Golf Course • 1pm Shotgun Start

    Encinitas Ranch is one of the few golf courses in Southern California that is located on a magnificent sweep of bluffs that has a constant view of the ocean throughout the golf course. There are only a few other courses in San Diego that offer a setting remotely close to the impressive scenery of the Encinitas Golf Course.

    The fee of $165 for members and $190 for non-members covers cart, green fees, transportation, lunch and beverage cart during tournament and prizes. *See note for Golf Outing participants below.

    Outing participants are required to wear clothing that is customary to golf. Players must wear collared shirts and golf shoes and may not wear sweat pants or cut-offs. Participants are expected to use proper conduct while on the golf course property. Players are responsible for obeying the posted daily cart path rules, replacing divots, repairing ball marks on the green and raking of sand traps. Unruly behavior, foul language, throwing of clubs, hitting shots into groups will not be tolerated. All golfers will be expected to adhere to proper golf etiquette including ready golf and keeping within sight of the foursome in front.

     

  • 1:00pm - 5:00pm
    A Day at San Diego Safari Park

    As the sister property to the world famous San Diego Zoo, the Safari Park allows you to experience a unique adventure at a 2,100-acre preserve where animals wander freely in surroundings much like their native homelands. Guests will get close to the animals on the new Journey Into Africa tour. The continent of Africa is the second largest on Earth, with a dizzying mix of habitats, animals, cultures, and languages. The Journey into Africa tour is designed to give your guests a glimpse of the amazing diversity found there. See curious giraffes, massive rhinos, graceful gazelles, and impressively horned antelope, as well as new species. Share the Safari Park’s pride in successfully breeding endangered animals. Hear the stories of wildlife and habitats threatened by competition for resources with both humans and other animals. During the tour, guests will learn about the many programs in place to help conservation efforts in Africa.

    The fee of $120 for members and $145 for non-members includes round trip transportation, one day pass to Safari Park including Africa Tram, Cheetah Run and all regularly scheduled shows, bottled water, taxes and gratuities.

  • 1:30pm - 3:00pm
    Open Mic Session

    Gary Schuette will moderate this open mic gathering. The session provides a time when members can discuss their thoughts, concerns and issues.

Tuesday, April 17

  • 8:00am - 12:00pm
    Registration Open
  • 8:30am - 10:00am
    Carbon Brush Maintenance for Elevator Applications

    This presentation includes instruction on how to improve the application and life of the carbon brush in motors and generators. Topics covered will include how to check and set proper brush holder angle, spring pressure and quartering. Issues with brushes that will contribute to leveling problems will be discussed.

    Speaker: Ron Crader, Advanced Carbon

    Bio: Ron Crader, President of Advance Carbon Products.  Mr. Crader has an Associate of Arts Degree in Electrical Engineering Technology, with an emphasis on DC motors and generators and BA degree in Business. He has been involved with the elevator industry since the 1980’s, with an emphasis on carbon brushes.  Since starting to work with the elevator service companies, he has been very involved with engineering, quality and the sales of carbon brushes for the industry.  Ron has worked extensively in the field with elevator mechanics throughout the U.S., seen their concerns and complaints, and have helped to develop solutions for these issues.  Based upon this work, Advanced Carbon has developed a presentation that teaches elevator mechanics how to improve brush performance.

  • 8:45am - 10:15am
    Mindset, Mechanics and Magic for 10X Sales Growth

    I regret to inform you that the old world of selling has passed away. As stated by Forrester Research, today’s B2B buyers are living in a digital-first world but today’s B2B sales representatives are selling in a 1965 sales world. It is estimated that one million jobs will be eliminated in the traditional role of “sales person” in the next five years in the United States. Buying processes have been altered in very specific and critical ways. The natural implications are that in order to survive, we must change the way we sell when our buyers change the way they buy from us.

    This session covers the shifts in mindset and mechanics that executives, sales leadership and representative roles must make in order to create the magic.

    Attendees will:

    • Learn about the three trends leading this change in buying
    • Identify which of the three areas of sales will fuel your growth
    • Establish key next steps you need to take for 10X growth

     

    Speaker: Eric Protzman, Hunt Big Sales

    Bio: Eric Protzman is founder and former president of Aim Direct Marketing, expert-marketing innovators specializing in business-to-business selling. Eric is also a speaker, consultant and coach for Hunt Big Sales. Eric developed his expertise over three decades with Fortune 500 companies, including Honeywell, Lennox and his own Aim Direct Marketing. He is now a sought-after trainer on topics of large account sales, national account sales, process development, business reengineering and business design. Eric has also been speaking at industry association events and in corporate settings for more than thirty years. Having traveled extensively in Asia, North America and Europe, Eric has been able to observe and integrate many of the cultural-specific behaviors into American programs and approaches to the marketplace.

  • 9:00am - 1:00pm
    USS Midway

    Prepare yourself for a lifetime memory aboard the USS Midway Aircraft Carrier Museum. Commissioned in 1945, she served proudly until 1992 during the Korean, Vietnam and the Persian Gulf Wars. The lead ship of her class, she was the first aircraft carrier built that was too large to pass through the Panama Canal. You’ll explore a floating city at sea and relive nearly 50 years of world history aboard the longest-serving Navy aircraft carrier of the 20th century. Your excursion includes a self-guided audio tour to 60 exhibits throughout the historic aircraft carrier and 29 restored aircraft.

    The fee of $70 for members and $95 for non-members includes round trip transportation, self-guided audio tour to 60 exhibits throughout the historic aircraft carrier and 29 restored aircraft, museum docents with personalized anecdotes and stories, bottled water, taxes and gratuities.

  • 10:15am - 11:15am
    Freight Elevators and Their Application

    With many of the multi-nationals providing their own standard products, a freight elevator may be the better solution. This session will include:

    • Freight and Goods Lift definition
    • Why freights?
    • Design applications (functionality)
    • Advantages
    • Differences from service lifts
    • Code requirements
    • Safety in application
    • Specify a freight

     

    Speaker: Michael Ryan, The Peelle Co.

    Bio: Michael Ryan is Vice President of Business Development for The Peelle Company; he’s located at Peelle’s New York Head Quarters. Ryan is primarily responsible for Peelle’s Business Development of freight elevator doors and related products. Ryan has been with Peelle since 1980 in a variety of sales and management positions. Ryan is a past board member of the National Association of Elevator Contractors and is their past Exhibit Advisory Chairmen selecting NAEC Expo locations and managing supplier issues. He is Membership Chairmen of the Canadian Elevator Contractors Association and is a member of NEII’s Communications Committee. Ryan was also past Chairman of the Elevator Escalator Safety Foundation.

  • 10:45am - 11:15am
    7 Mistakes Managers Make

    It is an established fact that employees don’t leave the company, they leave their boss (manager, supervisor). Managers may not always get the training and support they need to learn and/or sharpen management skills. This session will present and discuss 7 mistakes most managers make, how to avoid/correct them and the consequences they produce. This will be an interactive session that will also contain a Q & A segment.

    Speaker: Karen Hopkins, The Hopkins Group

    Bio: Karen M. Hopkins has over 20 years’ experience as an integral part of the growth and success of startup companies as well as large, international concerns. As a consultant, Karen works closely with clients to determine the best means of achieving the highest levels of performance for their organization, and developing competent, committed employees, with the goal of creating "best places to work". She has directed HR functions, customer support areas, career management, survey design and analysis, as well as training and development/performance support departments. Her expertise includes instructional design and training, strategic planning, executive coaching, and career management as well as general Human Resources functions. She has a Masters' Degree in Organizational Development from UT Dallas, is a Senior Professional Human Resources (SPHR), is a CMP (Career Management Practitioner) and is listed in Who's Who in the Southwest and Who's Who in Science and Engineering.

  • 1:00pm - 2:00pm
    Platform Lifts - A Full Disclosure Perspective

    The crux of the presentation is comparing the ASME A18 safety standards vs. the ADA Access Board Guidelines and ANSI A117.1 accessibility standards for vertical and inclined platform lifts. A special emphasis on the ways our members can equip designers, contractors and end-users to make informed decisions on the type of lift to use on their commercial project will also be discussed. The related concepts of best and ethical practices will be a part of the presentation’s content.

    Speaker: Patrick Edwards, EHLS Elevators & Lifts

    Bio: Patrick Edwards achieved 32 years of elevator and lift industry experience in March 2017.  His career began with The Cheney Company in 1985, followed by DME Access and Access Industries.  In 1999, Patrick founded Integrity Elevators and Lifts and then transitioned to his current position in 2015 as Director of Elevator and Lift Solutions with EHLS Elevators and Lifts of Arlington Heights, IL.  Patrick is a frequent presenter at NAEC and has served as the R/A committee chairman. He has served on a number of ASME and state code committees over the years and continues to do so. Patrick and his wife Jackie enjoy their family and always look forward to days spent at their condo in Bradenton Beach.

  • 1:00pm - 2:00pm
    Family Business Succession

    The session will focus on the issues facing owners who are looking to transition the business to the next generation.

    Changing and improving business practices going from one generation to the next, keeping healthy businesses and healthy family relations.

    Speaker: Scott Bier,

    Bio: Scott Bier is an executive with over 20 years of leadership; integrity; a strong work ethic; and seasoned experience in accounting and finance as a CFO/Treasurer/Secretary for public companies. His industry experience includes manufacturing, international operations, retail and non-profit.

  • 2:15pm - 3:15pm
    Elevators & Natural Disasters

    This session will discuss elevators and natural disasters. With a busy 2017 in U.S. Natural Disasters, how can we better prepare elevator systems to mitigate damage of a building’s transportation system. Learn about what products and procedures exist today to improve preparedness.

    Speaker: Daniel Baltzegar, GAL Manufacturing

    Bio: Daniel Baltzegar joined GAL as Regional Vice President for the Southeast U.S in the fall 2017. He has worked in the elevator industry for almost 20 years, first at Miami Elevator Company (acquired by ThyssenKrupp Elevator) & most recently as VP of Sales & Marketing at Oracle Elevator Company. Daniel is based in Miami, FL and holds a BS in International Affairs from Florida State University as well as an MBA from Florida Atlantic University. Daniel is a licensed Qualified Elevator Inspector (QEI) and Florida CC mechanic's license holder. 

  • 5:30pm - 6:30pm
    Reception

    Unwind and start the night with a cocktail or two at an early evening reception before heading out to enjoy California’s charming Carlsbad.

Wednesday, April 18

  • 8:00am - 11:30am
    Roundtable Discussions- Track 1
  • 8:00am - 11:30am
    ERP’s for Elevator Contractors

    ERPs have changed over time and continue to evolve to fill a bigger role within an organization. With greater reporting requirements from customers and regulatory agencies to evolving technology, today’s ERP is able to provide even greater efficiencies then ever before. But still to this day ERP implementation horror stories are often heard, either due to selecting a system not optimal for your business or short comings in the implementation planning. In this presentation we will cover the process of selecting the ideal ERP for your business and look downstream at implementation all the way to ROI calculation. Selecting today’s ERP might be very different from selecting tomorrow’s ERP and the repercussions of making the wrong choice is often very costly. Join us for this detailed presentation on the how to’s of ERP selection and implementation.

    Anita Seymour, President of ESS which focuses on providing software solutions to the Elevator Industry. Her passion and focus is to provide cutting edge solutions using the latest technology and trends. For the past 15 years she has spearheaded the development of mobile apps and an ERP solution solely focused for elevator contractors in North America and continues to be its strategic visionary. Anita is based in San Diego, CA, a 2001 graduate of McGill University in Management Information Systems and Accounting, her educational background was a perfect fit for developing software tools for the business world. Countless implementations later Anita continues to grow her technical solutions for the elevator industry with a focus on the ERP of the future.

  • 8:00am - 11:30am
    Actions to Consider When Thinking about an Eventual Sale of Your Business

    Join Lift Business Advisors for a roundtable discussion regarding steps you can take now to improve valuation and minimize the stress involved in a sale of your business. We will focus on the seller’s perspective with input from independent elevator company owners who have been through the process.

    Jeff Eaton - Jeff has been in the industry since 1989 in branch, regional and international positions with Otis and KONE.   Jeff joined LIFT in 2014 after 6 years as KONE’s Director for Acquisitions in the Americas.

    Mark Walters - Mark has more than 45 years of experience in the elevator industry performing a range of roles for Otis, U.S. Elevator and Thyssen Krupp with a focus on successful sales, branch and regional management.   Mark founded LIFT in 1998 recognizing the need for professional and knowledgable representation for independent elevator companies in their efforts to sell their business.

    Rudy Boyance -  Rudy brings a valuable perspective to LIFT as he has been involved in 4 Philadelphia based independent elevator companies and he was a direct participant in the successful sale of 3 of those businesses. Rudy’s expertise includes finance which is the role he played for the aforementioned Philadelphia independents.   He was also the CFO for CEMCO Lift during some of the years they were owned by Otis.

  • 8:00am - 11:30am
    Harassment Claims - Protecting Your Company

    It’s become a common headline – so what can a company do to keep their name out of these damaging headlines and the bad consequences that come from such a claim? The cost of such claims is often enormous both in money, reputation, and company morale. We will discuss what policies and practices every organization needs to have and to live by. We will also discuss what actions should be taken when a complaint arises so that fairness prevails and damage is minimal.

    Karen M. Hopkins has over 20 years’ experience as an integral part of the growth and success of startup companies as well as large, international concerns. As a consultant, Karen works closely with clients to determine the best means of achieving the highest levels of performance for their organization, and developing competent, committed employees, with the goal of creating "best places to work". She has directed HR functions, customer support areas, career management, survey design and analysis, as well as training and development/performance support departments. Her expertise includes instructional design and training, strategic planning, executive coaching, and career management as well as general Human Resources functions. She has a Masters' Degree in Organizational Development from UT Dallas, is a Senior Professional Human Resources (SPHR), is a CMP (Career Management Practitioner) and is listed in Who's Who in the Southwest and Who's Who in Science and Engineering.

  • 8:00am - 11:30am
    Roundtable Discussions- Track 2
  • 8:00am - 11:30am
    Safety Committee Roundtable

    This roundtable will be led by the NAEC Safety Committee Members. They will be on hand to discuss the various safety issues facing the industry.

  • 8:00am - 11:30am
    Zero Clearance Entrances

    This roundtable will discuss zero clearance entrances and swing doors. Attendees will learn how the use of zero clearance/swing doors use has evolved with codes and fire service.

    LJ Blaiotta, CEO of Columbia Elevator Products Company, Inc. in Bridgeport, Connecticut. LJ has been in the elevator industry for over thirty years, and has been the President of Columbia for the last twenty years. He obtained his Bachelor of Science in Civil Engineering from Rensselaer Polytechnic Institute and his Post Graduate MBA from Lubin School of Business, Pace University. LJ has served with various elevator industry organizations, including ASME’s A17.1 Code Committee, NAECs Exhibitor Advisory Committee, NAECs Member Services Committee, CET/Education Task Force, as well as the Elevator Advisory Committee to the City of New York’s Department of Buildings.

  • 8:00am - 11:30am
    Residential Elevator Hoistway Safety

    This roundtable will discuss best practices for scaffolding and safety issues, including barricading, signage, etc. in and around a residential elevator shaft. Also included will be OSHA potential requirements and being proactive regarding the residential settings where safety items can be overlooked. Reference Codes on Residential Elevators fall under A17.1 Part 5. Other references are: SCOR Selected Construction Regulations for the Home Building Industry; Subpart E Personal Protective and Life Saving Equipment; Subpart G Signs, Signals, Barricades; Subpart L Scaffolds; Subpart X Stairways and Ladders.

    Henry Handel is President of Handel & Son Elevator/Lift Company. He has been in the industry for 31 years, starting as a mechanic. He has been involved in Project management, Sales and Construction since 1986. He has served on the NAEC Accessibility and Residential Committee from 2009-2012 and was chairman from 2011-2012. Henry is currently serving on the NAEC Board of Directors.

  • 9:00am - 1:00pm
    Scarf Painting - On Site Activity

    You design it…you create it…one of a kind. Utilizing modern, eco-friendly and upcycled materials, the beautiful, ancient art of water marbling to the 21st century is brought to you. Onlookers crowd around to watch “designers” of all ages and abilities make their own one-of-a-kind handmade water-marbled silk scarves. Each artist applies acrylic paint to the special water bath, floating the colors in custom-built water marbling trays, then uses marbling combs, rakes, or stylus to create the design to their liking. It is a true “WOW” moment when the finished scarf is held up for all to see!

    The fee of $100 for members and $125 for non-members covers 1 scarf per guest as well as all art materials, aprons and tablecloths, instructor and facilitator, a beverage of your choice, taxes and gratuities.

  • 12:00pm - 6:00pm
    No Frills Golf Tournament

    The Crossings at Carlsbad • 1pm Shotgun Start

    When playing golf in San Diego County, The Crossings at Carlsbad is a must play golf course for those seeking a challenging, risk-reward golf adventure. The Crossings at Carlsbad, with it’s breathtaking views of the Pacific Ocean, is nestled next to the Sheraton Carlsbad.

    The fee of $130 for members and $155 for non-members covers cart, green fees and transportation.

    Outing participants are required to wear clothing that is customary to golf. Players must wear collared shirts and golf shoes and may not wear sweat pants or cut-offs. Participants are expected to use proper conduct while on the golf course property. Players are responsible for obeying the posted daily cart path rules, replacing divots, repairing ball marks on the green and raking of sand traps. Unruly behavior, foul language, throwing of clubs, hitting shots into groups will not be tolerated. All golfers will be expected to adhere to proper golf etiquette including ready golf and keeping within sight of the foursome in front.

     

  • 1:00pm - 2:00pm
    Control Valves

    This course is designed to teach the participant to become more familiar with the overall design, operation, adjusting and troubleshooting of a hydraulic elevator control valve. The adjusting and troubleshooting focus mainly on the EECO UV-5AT control valve as an example of a hydraulic elevator control valve.

    Speaker: Abe Salehpour, EECO

    Bio: Abe Salehpour is president of Elevator Equipment Corp. (EECO). He started his career in the elevator industry by joining EECO in 1993. In addition to managing EECO, he has been involved in developing new products, as well as improving the existing EECO product line, such as hydraulic control valves, over the last 20 years. Salehpour received his PhD in Mechanical Engineering from Carnegie-Mellon University in 1981.

  • 7:00pm - 8:30pm
    Dregs Event

    Be our guest to kick back and relax as we end the Conference with a night of great food, great music, and great fun!  Naples, Florida, here we come!