The Ultimate Educational Experience For Contractors
March 11 – 12, 2024

EPIC2024, the most highly anticipated event of the year for the home services industry, will take place March 11-12 at the Disneyland Hotel & Convention Center in Anaheim, CA. EPIC2024 will feature celebrity keynote presenters, breakout sessions delivered by legendary industry experts, access to best-in-class product and service providers, dynamic networking opportunities and an unforgettable evening party. And for the first time, this year’s conference is designed to accommodate the whole family with on-site childcare services, a family friendly evening party and discounted theme park tickets.

Keynote Presenters


Monday 3/11 – Conference Day 1
Tuesday 3/12 – Conference Day 2
Wednesday 3/13 – Optional Post-Events

Monday, March 11

8:00AM – 9:00AM

Check-in & Breakfast

Adult Conference Registrants Only

Opportunity to network, visit with exhibitors and enjoy a complimentary breakfast buffet.

9:00AM – 10:00AM


Presenter: Robert Irvine

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Adult Conference Registrants Only

Robert Irvine knows a thing or two about business. For over 300 episodes of Food Network’s hit show Restaurant: Impossible, he’s helped failing entrepreneurs make the necessary changes to reverse course and transform their businesses from the brink of collapse to sustainable enterprises. And he doesn’t just talk a good game; Irvine is a successful entrepreneur himself with a family of companies to his credit, from frozen foods and liquor to protein bars, restaurants, a traveling live show, and a namesake foundation that gives back to America’s veterans and first responders.

His new book, Overcoming Impossible: Learn to Lead, Build a Team, and Catapult Your Business to Success, distills the lessons learned throughout a life in business – both in building his own and helping others fix theirs. Told with Robert’s trademark wit, humor, and humility, the book – and this keynote presentation based on it – leaves business leaders and aspiring entrepreneurs prepared to overcome any obstacle, even the ones they previously thought impossible. Plus, Robert will share the success secrets he has learned along the way so he can help others thrive.

Robert will share eye-opening insights and incredible stories, with takeaways that include:
  • Learning how to stop micromanaging
  • Understanding what really motivates you, how to be accountable, and how to manage ego
  • How to foster the traits of authenticity and trust in your culture
  • Changing your mindset around technology and social media

10:00AM – 10:30AM


Opportunity to network and visit with exhibitors.

10:30AM – 12:00PM

Breakout Sessions

Adult Conference Registrants Only

Attendees choose to attend one of the following breakout session options:
• From Washington to your workplace: Tactics and strategies the smartest leaders are making to navigate and grow • Who Wants to Be a Customer Experience Champion? A Game Show Experience • Building A Business to Sell: 4 things you can start doing in your business today to increase the value • Maximization: Performance Transcending People and Process
Expand to read full details
Breakout Option 1 From Washington to your workplace: Tactics and strategies the smartest leaders are making to navigate and grow in 2024 and 2025 Presenter: Gene Marks
The Midterms are over. Inflation remains sticky. Labor is still in short supply. AI is taking over the world and succession planning is now a bigger challenge. What’s next for your business? What are other businesses doing to navigate their ways towards growth and profitability in 2024 and beyond? How are they attracting and retaining talent? What technologies are they investing in? What are you now to build value in your business for future generations…or buyers? How will regulations from DC and your state impact your business and what steps should you be taking now to prepare yourself?

During this fast paced, entertaining and extremely valuable discussion, Gene will go over real life, feet-on-the-ground strategies and tactics that smart leaders are using to navigate their way through the new political environment and the current economic slowdown and position their companies for future growth.

During this presentation, Gene will cover some of these topics:
  • An update on congressional initiatives that will impact your industry
  • Strategies smart companies are using this year to navigate inflation and supply chain issues
  • Tactics that forward-thinking leaders are using to not only retain their best employees during a downturn but to attract new talent
  • A look at a few little known metrics that give the best indication of our economic future
  • Cash flow moves managers are making now to ensure they have adequate reserves for the downturn
  • The latest technologies that are attracting investments from small and mid-sized companies and which are helping to keep overhead low and profits growing
  • How smart businesses are saving money even as healthcare costs rise
Breakout Option 2 Who Wants to Be a Customer Experience Champion? A Game Show Experience Presenter: Matthew Bratsis
Believe it or not, most negative reviews have little or nothing to do with the quality of your equipment or installation. Your customer experience is happening whether you choose to participate or not and, for better or worse, affordability is an enormous factor; it will differentiate your company from your competitors and have a significant impact on your customers’ perception of your service. That means that offering the right payment solutions has the potential to turn a so-so review into a five-star experience.

Join experts from OPTIMUS Financing and other industry-leading finance companies in this exciting, informative and interactive game show environment that will show you how to create an unforgettable customer experience using payment solutions! Audience members will participate alongside key partners for the opportunity to win prizes and rewards, all while learning the most proven financing strategies implemented by successful companies and the most common pitfalls to avoid in order to build a game-changing customer experience.

In this session, you will learn:
  • How to avoid the most common mistakes contractors make utilizing payment solutions
  • The 5 most important factors contractors must incorporate into their customer experience
  • How to increase profits and subsidize your business by simply using commercial lending
  • The powerful benefits and dangerous pitfalls of the top used finance plans
  • And more!
Breakout Option 3 Building A Business to Sell: 4 things you can start doing in your business today to increase the value Presenter: Patrick Lange
We have all heard about the many acquisitions taking place in the industry, as well as some of the crazy figures people are selling for. But do you actually know what buyers are looking for? Do you know what the real multiples they are paying for companies are – and how and why they land on those multiples?

In this presentation, HVAC business broker Patrick Lange will share with you what specifically buyers are looking for as well as what the real multiples are that are being paid for businesses just like yours. Don’t wait until you are ready to sell only to find out your business has no value. Start planning today and create the value that will allow you to have the exit of your dreams – or maybe build a business so valuable you’ll want to keep it after all.

In this session, you will learn:
  • What buyers are really looking for in a business
  • The real multiples that are being paid for HVAC and services businesses
  • What you can do today to increase the value of your company
  • The common pitfalls that will decrease your valuation and how to avoid them
  • And more!
Breakout Option 4 Maximization: Performance Transcending People and Process Presenters: Drew Cameron & Russ Horrocks
Most salespeople, sales managers, and owners are urgent to increase sales. Too often, they think the only way to do that is by creating and running more leads, which can in turn increase marketing costs, reduce customer experience, and decrease sales performance. These outcomes are exacerbated by a lack of tracking and accountability. To compound the problem, contractors have embraced technology with sales software optimized for company operations, not the consumer buying experience.

So what are the secrets to having an exponential impact in sales and profitability?

To have sales success in any market in North America, any economic climate, with any customers, salespeople need to get back to the fundamentals and get better. No fancy tools, technology, software, differentiated solution, or slick sales materials will make up for a fault in the salesperson’s ability to effectively connect and communicate with prospects in an evidence-based process that separates your company from other companies and offers in the market.

You must not look to the future with technology to drive sales; you must first look backward in time at how humans behaved and communicated to connect, then appropriately complement your consumer buying experience with technology if you want to propel your sales performance forward and your results upward. Contrary to popular belief, increasing sales starts with reducing opportunities per person and mastering the old school arts and sciences of communication.

Join Russ Horrocks and Drew Cameron in this powerful breakout session, where you’ll learn the three most basic and effective key concepts rooted in ancient Greek philosophy that must be applied to any consumer buying experience regardless of customer or salesperson personas, process, sales tools, market demographics, products offered, or price points. Plus, Drew and Russ will share crucial lessons that apply to every business, every salesperson, every product, every situation, that can persuade people to take action every time.

The ancient concepts, and current lessons and strategies you learn can:
  • Yield higher connection ratios
  • Increase average sales, revenue per lead, total revenue and profits
  • Maximize good reviews and customer referrals
  • Create more happiness all around

In this breakout session, you’ll learn:
  • Why sales managers should limit the number of daily opportunities per person
  • Why salespeople should spend more time with each prospect
  • How the lessons lead to a shift mix of product sales and work scope expansion
  • How to hold salespeople accountable by tracking every lead to a conclusion

12:00PM – 1:00PM

Lunch & Awards

Adult Conference Registrants Only

Join us as we celebrate some of the most accomplished contractors, best companies and most dedicated people in our industry. Plus, another opportunity to network, visit exhibitors and enjoy a complimentary lunch buffet.

Awards Presented Will Include:
  • • 2024 Contractor University Commitment to Education Award
  • • 2024 Next Level Coaching Program Most Improved Contractor Award
  • • 2024 OPTIMUS Contractor of the Year Award
  • • 2024 Contractor Connect Contributor of the Year Award
  • • 2024 EGIA Foundation Champion of the Year Award
  • • 2024 Contractor Marketplace Ultimate Power User Award

1:00PM – 2:30PM

Breakout Sessions

Adult Conference Registrants Only

Attendees choose to attend one of the following breakout session options:
• How to Create Peak Team Performance Using Compensation & Rewards • How to Transform Technician Retention Through Training • Pulling Back the Curtain of Contracting Success – A Panel Discussion with Contractors of All Sizes • Inflation Reduction Act Rebate Programs: What to Know to Grow Your Business
Expand to read full details
Breakout Option 1 How to Create Peak Team Performance Using Compensation & Rewards Presenter: Gary Elekes
To thrive as a company today, you need to be razor sharp at more than just compensation. Thankfully, any company can create the framework for success, but you need the right recipe that brings together and optimizes your company rewards, cultural affirmations, and of course monetary compensation systems.

Particularly now, in the post-Covid environment and following the great resignation – with new generations’ belief systems that can be at odds with previous philosophies – the ideas around work environment and rewards take on added importance. The old methods will not survive the current environment and the ongoing changes.

This session will present a series of innovative ideas that can spur thoughts in your own company about how to improve and prosper in your current culture, and how you can improve at recruiting new team members – from generations old and new. Being innovative in human capital is the key to current and future success at building a great company around great culture.

In this session, you’ll also learn:
  • How to elevate your game in today’s environment when it comes to all facets of how team members see company culture
  • How to structure work benefits like PTO, various trips, workplace events, planned & unplanned social gatherings and more
  • The power of (and strategy for) ongoing training and development
  • The value of team member recognition and awards for employees
  • Different communication methods and innovative new styles
  • How to create a work environment that’s about more than just collecting a paycheck to your employees
  • And more!
Breakout Option 2 How to Transform Technician Retention Through Training Presenter: Dan Clapper
Hiring and retaining the talent you need is harder than ever and it is preventing many skilled trades companies from taking on new work, delivering on promises, and growing their businesses. Building a culture committed to effective, scalable training is the first step. But what does a good training culture look like? How can training elevate your retention efforts?

In this session, Interplay Learning HVAC market director Dan Clapper will share how businesses can unlock profitable growth by transforming the way they retain talent through training. Plus you’ll walk away understanding not just the power of building a training culture, but an actionable plan to install one in your business immediately.

Learning objectives include:
  • How to use training as an investment for technician growth and onboarding
  • How you can use training to assess the skill level of your workforce
  • Identifying how training can help with career development
  • The steps to build a better performing business simply by keeping the talent you already have
Breakout Option 3 Pulling Back the Curtain of Contracting Success – A Panel Discussion with Contractors of All Sizes Presenters: Jason Hanson, Anton Martin, Paul Kelly, Mary Jean Anderson & Terri Wilkinson
Regardless of how big or a successful a contracting business is, there’s always the next frontier. Be it perfecting processes, growing revenue or planning the next acquisition or even sale. And for contractors of all sizes – be it struggling to break even, or just cracking $1 million, $10 million, even $100 million in sales – there’s a simple way to achieve that next level of success: Learn the roadmap from someone who’s already been there.

Get ready to gain eye-opening insights and life- and business-changing inspiration in this highly anticipated contractor panel discussion from some of the industry’s most successful contractors. Featuring a diverse panel of contracting business owners who have achieved remarkable results in companies small, big and biggest. Whether you’re striving for profitability or aiming to take your already-successful company to the next level of growth, this session is tailored to meet your needs and give you proven advice from the contractors who have walked in your shoes.

In this session, you’ll learn:
  • Practical strategies and best practices to drive profitability and growth in your contracting business
  • Key industry trends and emerging opportunities that can give you a competitive edge
  • Proven techniques for scaling your business and overcoming common challenges
  • Insights into effective leadership and team management to foster a thriving company culture
  • The secrets of the biggest and best businesses in the industry
  • And more!

This diverse five-person panel of contracting business owners includes:
  • Jason Hanson: President & CEO of Sierra Pacific Home & Comfort
  • Anton Martin: President of English Air, Inc.
  • Paul Kelly: CEO of The Wrench Group, Southwest Region and Parker & Sons
  • Mary Jean Anderson: President of Anderson Plumbing Heating & Air
  • Terri Wilkinson: Co-Owner of Comfort Tech Heating & Cooling

Don’t miss this look behind the curtain and the contracting companies and business owners who have faced every issue and opportunity in the book – and come out successful on the other side.
Breakout Option 4 Inflation Reduction Act Rebate Programs: What to Know to Grow Your Business Presenter: Cynthia Adams
It’s been a long time coming, but the Inflation Reduction Act’s rebate programs are finally launching in various states. There’s a wide range of funding, rebates and other benefits beginning to become available, with the potential to have an enormous positive impact on contractors. But how can you access the funding, learn the programs and overall get the most out of everything the IRA can offer?

Join this session led by Cynthia Adams, CEO & President of Pearl Certification, to learn details around Department of Energy and state guidelines and uncover insight from the early lessons learned to date. Plus, we’ll distill and translate this information into practical tips for marketing, sales, and lead generation through business partnership that you can plug in and start benefiting from today.

Plus, in this session you’ll learn:

  • The good, the bad, and ugly – information on rebate program guidelines
  • How you market to customers to win business with these rebate programs
  • What sales messaging makes sense to upsell into a rebate program
  • If business-to-business partnerships related to rebate program work scope make sense for your business
  • And more!

2:30PM – 3:00PM


Opportunity to network and visit with exhibitors.

3:00PM – 4:00PM

Keynote Presentation – True Leadership: “We MUST Be Leaders Who Are Worth Following!”

Presenter: Dustin Tavella

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Adult Conference Registrants Only

When it comes to leadership, Dustin is passionate about challenging people to lead in a way that adds value to others. We want to lead in a way that makes people WANT to follow. Being able to keep sight of what truly matters helps us know how to empower people best … even when life gets messy. A true leader knows how to find the magic in life’s messiest moments.

In this unforgettable session, the famed magician and America’s Got Talent winner blends his passion for leadership and teamwork with awe-inspiring magic that will leave your jaw dropped – and your mind inspired!

Dustin brings the magic to you and your business in this session, with key insights including:
  • Secrets to connect with every member of your team and be someone worth following
  • How to grow by establishing a culture rooted in inspiration and empowerment
  • Why Dustin won over America’s Got Talent, America and audiences worldwide
  • And more!

4:00PM – 6:00PM

Product & Services Showcase

Adult Conference Registrants Only

Visit the exhibitor tables inside the main ballroom and discover new products and services that can help you solve the challenges your business is facing. Beer, wine and light appetizers will be served.

7:00PM – 10:00PM

Evening Party at Splitsville

Conference and Evening Party Registrants of All Ages Welcome

Join us at Splitsville for a truly EPIC party. Enjoy bowling, food, open bar and more, while experiencing the industry’s best networking and entertainment. And for the first time ever, the famed EPIC evening party is family-friendly. So come solo or with your team, or bring the kids and continue your family Disney week! This is the party people talk about all year – you don’t want to miss it.

Tuesday, March 12

8:00AM – 9:00AM

Check-in & Breakfast

Adult Conference Registrants Only

Opportunity to network, visit with exhibitors and enjoy a complimentary breakfast buffet.

9:00AM – 10:00AM

Keynote Presentation – Delivering Customer Experience Magic

Presenter: Duncan Wardle

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Adult Conference Registrants Only

The Walt Disney Company’s ability to redefine and dominate nearly every industry it’s ever entered is no coincidence. The continued success of Disney has been driven by foundational trait of the company that goes all the way back to its founder Walt Disney who was merciless in his pursuit of innovating the customer experience.

By viewing all major business decisions as a customer experience decision, The Walt Disney Company continues to find innovative ways to engage consumers around the world, both old and new. And these innovative experiences have created one of the most passionate, loyal fanbases of all time.

So, how does Disney Think Different and leverage Creativity to innovate the customer experience? Through several specific tools and examples, I’ll share with your teams during my Delivering Customer Experience Magic keynote.

You’ll learn from the following examples:
  • By simply re-expressing the industry challenge Walt Disney created a level of hospitality that has never been replicated.
  • How by challenging the rules of the industry, Walt came up with the biggest creative solution of the twentieth century.
  • Learn how Disney Parks turned a very product centric culture into a consumer centric one.
  • How Disney leverages High Tech to enable High Touch, delivering record guest satisfaction.
  • Instead of asking ourselves How We Might make more money, by asking how my we address the biggest consumer pain point we created record revenues at Disney.

10:00AM – 10:30AM


Adult Conference Registrants Only

Opportunity to network and visit with exhibitors.

10:30AM – 12:00PM

Breakout Sessions

Adult Conference Registrants Only

Attendees choose to attend one of the following breakout session options:
• Build a Business Where Everyone Wins • Ask The Experts LIVE: Real Answers for Real Businesses • Industry Trends and Analysis Every Contractor Needs to Know
Expand to read full details
Breakout Option 1 Build a Business Where Everyone Wins Presenter: Tommy Mello
Every contractor can improve their business, regardless of where it is in its lifecycle. Even the most (or least) successful businesses have processes that can be streamlined, costs that can be decreased, revenues that can be increased. Tommy Mello knows that all too well. He’s the owner and operator of A1 Garage Door Service, a $200+ million home service business based in Phoenix with over 700 employees in 19 states, a bestselling author and an acclaimed keynote speaker. But he didn’t start out that way. In fact, before he brought his company to the top of the industry, it was $50,000 in debt with little hope in sight.

In this breakout session you’ll hear first-hand Tommy’s actionable strategies and advice for home service business owners – that have been chronicled in Entrepreneur, Forbes, Inc., Huffington Post and others – on how to immediately improve every aspect of their home service business. He’ll also share his method for training and inspiring employees, teaching accountability, and improving performance for any size company. Prepare for a lively discussion on what it takes to succeed and continuously grow as a contracting business in today’s marketplace, and get ready to walk away with Tommy’s proven roadmap to success.

Key takeaways include how to:
  • Implement effective marketing and sales strategies to attract and convert customers
  • Streamline business operations and maximize efficiency for improved profitability
  • Develop a culture of accountability and inspiration to motivate and empower employees
  • Leverage Tommy’s action plan to overcome challenges and reach new levels of achievement
  • Understand the key principles and tactics for continuous growth in the home service industry
Breakout Option 2 Ask The Experts LIVE: Real Answers for Real Businesses Presenters: Gary Elekes, Weldon Long, Drew Cameron, Russ Horrocks, James Leichter & Steve Shallenberger
Throughout the year, every contractor runs into questions or issues at work: how to improve your brand; when to reduce or increase marketing; the best way to grow sales and revenue; how to manage leads or people or culture more effectively; and so many more. Bring those questions to EPIC2024 for a powerful, interactive “Ask the Experts” session with six of the industry’s brightest thought leaders.

This 90-minute breakout is fueled entirely by contractor questions, so bring yours and ensure the content is tailored specifically to your business, your financial picture, your challenges and opportunities. You’ll walk away with the knowledge to build the business you’ve always imagined, and the implementation plan to start immediately.

Our six-person expert panel comprises acclaimed consultants, trainers, founding faculty members of Contractor University and business owners with experience in every facet of the contracting business. They include:
  • Drew Cameron: Founder/President, Flow Odyssey & Energy Design Systems Inc; International Consultant of the Year award winner
  • Gary Elekes: Founder, EPC Equity and iMarket Solutions; Serial entrepreneur and owner of multiple contracting businesses
  • Russ Horrocks: Vice President, Flow Odyssey
  • James Leichter: Founder, Aptora Corporation & MR HVAC; Majority Partner, RA Tax and Accounting
  • Weldon Long: New York Times bestselling author; contracting business owner
  • Steve Shallenberger: Founder, Becoming Your Best Global Leadership; President, Synergy Companies
Breakout Option 3 Industry Trends and Analysis Every Contractor Needs to Know Presenter: Tim Fisher
After several years of incredible sales performance, HVAC/R industry demand has slowed considerably over the last year, and the industry finds itself at a fascinating crossroads. What’s driving this slowdown, beyond mere economic uncertainty? What does the future hold? How can contractors put themselves in the best possible position to excel, now and in the future?

Join Tim Fisher, Director of Market Intelligence for HARDI, for this powerful session in which we’ll explore the factors that will shape future demand. You’ll gain valuable insights into the industry’s trajectory, uncover opportunities in this dynamic landscape, and get all the information your business needs in order to navigate the path ahead for the HVAC/R industry!

Plus, in this session you’ll learn about:
  • The effect of regulatory changes surrounding refrigerants and efficiency standards
  • The impact of interest rates and the high cost of capital
  • Ongoing consolidation of contractors and distributors and where it’s taking the industry
  • The ever-evolving strategies of suppliers
  • The external factors you need to insulate your business from in order to thrive
  • And more!

12:00PM – 1:00PM


Adult Conference Registrants Only

Opportunity to network, visit exhibitors and enjoy a complimentary lunch buffet.

1:00PM – 2:00PM

Closing Keynote – Is Your Contracting Business Ready for Prime Time? How to Create an Elite Organization Through Recruiting, Culture & Brand Building

Presenter: Deion Sanders

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Adult Conference Registrants Only

Deion Sanders has accomplished it all in sports. A star of both NFL and MLB, “Prime Time” is a two-time Super Bowl champion, 8-time Pro Bowler and NFL Hall of Famer generally regarded as the best cornerback in NFL history. In his post-playing career, however, he’s doing even bigger things.

First at Jackson State, and now at the University of Colorado, Deion has taken the college football world by storm, combining his signature charisma and dynamic speaking with a principled dedication to true leadership. “Coach Prime” has repeatedly broken new ground as a head coach, bringing historic success to Jackson State’s program and putting Colorado on that same path, and he’s consistently recruited elite talent to places we’ve never before seen in the sport. His ability to connect with his team and with potential recruits, and to instill motivation and a dedication to victory in every member of every organization he’s been a part of, translates not just to football but to every team striving for success.

At EPIC2024, the legendary Deion Sanders takes the stage as our closing keynote to discuss not only his path to greatness as an athlete, but the most crucial lessons he’s learned and embraced that have brought him success as a coach – and can bring your business success as well.

These lessons include:
  • The right leadership for your team
  • Fostering a teamwork mindset
  • Overcoming and bouncing back from failure
  • Instilling a positive culture in your organization
  • Recruiting the best talent – even without the most resources
  • Leveraging social media to grow your brand
  • And more!

Would you like to continue your training after EPIC2024 concludes? We’ve partnered with leading organizations in the industry for optional post-events on March 13, 2024. All post-events will take place on site at the Disneyland Hotel Convention Center. Learn more about each post-event below, including topic overview, schedule and cost (if any).

Wednesday, March 13

10:00AM – 3:00PM

Shaping the Future of Training

Join us for an immersive experience at the Interplay Learning Event: Shaping the Future of Training! You’ll have a great day spent with the Interplay Learning team, fellow Interplay Learning power users, and knowledgeable industry peers.

Engage with our experts during Interplay Office Hours, where you can uncover the potential of a training program powered by Interplay Learning. Then tune into our Innovation Session, where we introduce you to Interplay Intelligence Lab, our latest investment into cutting-edge technology designed to rapidly expand and scale out training. Finally, participate in a dynamic workshop focused on recruiting, ramping up, and retaining top talent, where you’ll gain invaluable strategies to drive your organization’s success. Don’t miss this exceptional opportunity to revolutionize your training methods and propel your workforce to new heights.

Register and secure your spot for an event that will shape the future of your organization!


10 – 11am: Interplay Office Hours
  • Unlock the power of virtual reality and simulation training with exclusive access to our experts. Get your burning questions answered and gain invaluable insights to optimize your training programs.

11:15 – 12:15pm: Innovation Session | Introducing Interplay Intelligence Lab
  • Embark on a journey into the cutting-edge world of Interplay Intelligence Lab. Discover the latest advancements in VR and simulation technology that are revolutionizing the way industries train their workforce. Witness firsthand how our innovative solutions are transforming the future of learning.

12:15 – 1pm: Lunch (Provided by Interplay)

1:15 – 3pm: Workshop (Recruit, Ramp, and Retain the Best Talent)
  • Unleash the potential of your workforce with our comprehensive workshop designed to optimize talent acquisition, onboarding, and retention strategies. Gain practical insights and proven techniques to attract, train, and empower your team to achieve unprecedented success.


Wednesday, March 13

8:00AM – 12:00PM

Next Level – A View from the Penthouse
An Exclusive Experience for Contractor University Next Level Coaching Members

This elevator only has one stop and that is at the top. Paul Kelly, an industry icon who grew his business from $7 million to $250 million in annual revenue in the Phoenix/Tucson area alone, is going to pull back the curtain on contracting business success.

This will be an amazing 4 hours of breathtaking views into how you can turn your company into the envy of your market. Paul will share:
  • How to make high-margins in this business – covering the principles that drive profitability
  • How to advertise on a shoe-string budget
  • Recruiting/hiring/retention – the keys to attracting and retaining the best
  • Design your way to success – the secret to extraordinary and repeatable results
  • KPIs you should be monitoring
  • Q&A
Better hit the elevator UP button quickly and reserve your spot at the top; it will be an incredible ride and view that will change your life and business forever. See you in Anaheim.

Don’t miss this unparalleled opportunity to reshape your business narrative. Register today for this dynamic workshop that promises to be the catalyst for your business transformation. Your journey to success begins here!

This session is exclusively available to Contractor University’s Next Level Coaching Members for no additional registration fee. To learn more about the Next Level Coaching Program, visit Next Level Coaching members will receive a private registration invite for this event from their Contractor University account manager.

Wednesday, March 13

9:00AM – 1:00PM

Three Must Have Tools for Intentional Growth
Focus: Residential Homer Service Providers = Leadership development, pricing, financing, process development, marketing, action plans

Roll-up your sleeves and ink your pen for this hands-on workshop geared to help you get a hold of your residential service business and prepare for unlimited growth. Bring your laptop, notebook, implementer…business partner, and be ready to tackle what’s bugging you in your business.

Growing your home service business in a cashless society through technology, process, and financing is now easier than ever. It’s not just the penny that’s become unnecessary. One of the biggest trends in our economy is a cashless, convenient experience. This workshop will walk through the service call life cycle and provide a deeper understanding of the changing consumer behavior today, and how embracing pricing, digital marketing and finance solutions as part of your customer experience can springboard your next growth spurt by 25%. Through three simple processes, together we’ll help you develop the best customer experience for your service and replacement sales opportunities.
  • How technology and the customer experience trends affect consumer behavior
  • What does a ‘Cashless’ experience look like, and how can you make more profit by embracing it?
  • Using a streamlined sales process with pricing tools to help your customers make the best choice, affordably, while increasing 5-star reviews
  • How your digital presence affects your bottom line, and learning a few simple tweaks can boost your profit in a large way
  • What finance plans attract larger tickets and meet consumer needs
  • The simplicity behind offering payment solutions through pricing and a sales process
  • Learn how to position services that stretch across the entire spectrum of potential customers


Wednesday, March 13

9:00AM – 5:00PM

Business Planning Bootcamp, Unlocking Success: A Roadmap to Time, Money, and Freedom

Are you ready to transform your business and take control of your destiny? Imagine a life where you have the time, money, and freedom you’ve always dreamt of. Join us for an exclusive one day workshop that promises to reshape your business and elevate your quality of life. As a dedicated business owner, you deserve nothing less!

In this power packed workshop, you’ll embark on a journey of self discovery and strategic planning. The first half of the day will be dedicated to a comprehensive exploration of your company’s strengths, financial standing, and target markets. Armed with this knowledge, you’ll be prepared to tackle the challenges and questions that have held you back for too long.

After a rejuvenating lunch break, the workshop takes a deep dive into the heart of your business concerns:
  • Daily Revenue Goals: Learn how to calculate the minimum daily revenue required to break even and discover the revenue threshold needed to achieve a desirable 15% net profit.
  • Cohesive Team Building: Uncover strategies to align your employees’ mindset with your vision and foster a shared sense of purpose. Learn how to nurture a team that thinks and operates in sync.
  • Strategic Hiring: Gain insights into the opportune moments to expand your workforce. Determine when to hire the next tech, installation crew, or salesperson to support your growth effectively.
  • Accountability vs. Retention: Navigate the delicate balance between accountability and team retention. Explore methods to hold technicians and installers accountable while ensuring a motivated workforce.
  • Effective Management: Identify the qualities of a successful manager and the process of selecting and integrating them into your company. Address the challenge of accommodating increased overhead costs.
  • Leadership Transformation: Transition from being the 24/7 problem solver to a visionary leader who guides a proactive team. Discover techniques to resolve issues at their root and prevent escalation.
  • Uninterrupted Vacations: Learn strategies to detach from your business confidently and enjoy uninterrupted vacations with your family. Gain the assurance that your business will thrive in your absence.
Many accomplished contractors have found answers to these pivotal questions and have achieved a fulfilling, low pressure professional life. Their journey began with a transformative workshop and guidance from experienced mentors.

By the end of this workshop, you will walk away with:
  • A comprehensive action plan tailored to your business’s unique needs.
  • A well defined process to drive success and growth.
  • The confidence to create the life you desire with the time, money, and freedom you deserve.
Don’t miss this unparalleled opportunity to reshape your business narrative. Register today for this dynamic workshop that promises to be the catalyst for your business transformation. Your journey to success begins here!



Deion Sanders
Pro Football Hall of Famer, Super Bowl Champion, and University of Colorado Head Football Coach
Robert Irvine
Celebrity Chef, Host of Food Network’s “Restaurant Impossible”, Entrepreneur & Best Selling Author
Duncan Wardle
Former Head of Innovation & Creativity at Disney
Dustin Tavella
World-Class Performer, Storyteller & America’s Got Talent Season 16 Winner
Tommy Mello
CEO & Owner of A1 Garage Door Service and Host of the Home Service Expert Podcast
Gene Marks
Speaker, Author, CPA, Business Owner and National Business Columnist
Cynthia Adams
CEO & President of Pearl Certification
Tim Fisher
Director of Market Intelligence at HARDI
Patrick Lange
HVAC Business Broker at Business Modification Group
Dan Clapper
HVAC Market Director, Interplay Learning
Mary Jean Anderson
President of Anderson Plumbing Heating & Air
Terri Wilkinson
Co-Owner of Comfort Tech Heating & Cooling
Paul Kelly
CEO of The Wrench Group, Southwest Region and Parker & Sons
Jason Hanson
President & CEO of Sierra Pacific Home & Comfort
Anton Martin
President of English Air, Inc.
Matthew Bratsis
Vice President of Contractor Services, EGIA
Drew Cameron
President, Flow Odyssey and Energy Design Systems, LLC
Russ Horrocks
Vice President, Flow Odyssey
Gary Elekes
President, EPC Equity and iMarket Solutions
Weldon Long
New York Times Bestselling Author & Contracting Business Expert
James Leichter
President & CEO, Aptora Corporation, Mr. HVAC LLC, RA Tax and Accounting Inc.
Steve Shallenberger
Best Selling Author and President of Becoming Your Best Global Leadership, LLC


Interested in Exhibiting at EPIC2024? Contact Lucas Ehrbar at 503-780-6045 or

EPIC2024 Sneak Peek

Thinking about attending EPIC2024? We’ve compiled a free package of educational videos from several of the experts who will be presenting live at EPIC2024! Get a feel for some of the trainers and topics you’ll experience at EPIC2024 by accessing this free sneak peek package full of valuable information for your business.

Disney Reservations

Book A Room

A limited number of discounted overnight accommodations are available at the Disneyland Hotel for event attendees. The discounted room rate is $349 per night.

Park Tickets

Discounted Park Tickets will be available to purchase on November 19, 2023.

Coming Soon


The room block cut-off date is Friday, February 16th or until the room block sells out. This property only offers a standard and accessible room option when booking your room reservation. During the booking process, you may type in your bedding request under the “Requests” section on the booking page. All requests are subject to availability. The majority of the rooms at the Disneyland Hotel are 2 queen beds.

If you are interested in a Suite or Club-Level Room, please contact the Disneyland Resort Group Reservations office at (714) 520-5005 for current rates and availability (Office hours are Monday – Friday from 8:00 AM to 5:00 PM PDT).

Register Now

Tier 1 Pricing through October 31, 2023


Tier 2 pricing ($995) begins November 1 through December 31, 2023.
Tier 3 pricing ($1,095) begins January 1, 2024.

Contractor University

Log-in & Access
Member Registration

Premium Contractor University members receive 1 FREE registration and Premium2 Contractor University Members receive 2 FREE registrations to EPIC2024.

Registration for Non-Member Contractors Includes:

  • Admission to EPIC2024
  • 30 Day Free Trial to Contractor University
  • Free Registration to One Contractor University Virtual Workshop
  • 45 Minute One-on-One Coaching Session (Optional)
  • Business Evaluation & Customized Training Roadmap (Optional)

A $3,000 Total Value!

View Full Details

Non-contractors will only receive admission to EPIC2024.

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