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ELECTRI January Council Meeting 2022

During the January ELECTRI Council meeting, the Council will hear descriptions of several research proposals and  will have the opportunity to vote on funding for them.  The Council will also participate in round table discussions that will be the basis for future ELECTRI published white papers.

EVENT DETAILS

Jan 19, 2022 - Jan 21, 2022
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ
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Registration

ELECTRI Council Meeting - January 2022

Daily Schedule

8:00 am - 11:00 am
  • Joint Committee Meeting Breakfast (by invitation only for DEC, PRC and TIC members)
11:30 am - 12:30 pm
  • Board of Trustees Lunch Meeting (by invitation only)
1:15 pm - 5:15 pm
  • 1:15 – 2:00 pm Welcome and Introductions,
    • Josh Bone, ELECTRI International Executive Director
    • Michael Parkes, ELECTRI Council Chair
    • Kirk Davis, ELECTRI Board of Trustees President and NECA President
    • David Long, NECA CEO
  • 2:00 – 2:20 pm Diversification of Electrical Contracting: advanced Lighting Controls with Brian Morales President/CEO – ProCal Lighting
  • 2:20 – 3:20 pm Research Proposals presented by the Task Force Chairs – 10 minutes each
  • 3:20 – 3:40 pm Refreshment break
  • 3:40 – 4:40 pm Lean Transformation: Building a Culture of Continuous Improvement (Round Table Breakout Group Discussion) Discussion kickoff with Kevin Gini, Co-CEO Collins Electrical Co. – What strategies is your company deploying to build a culture of continuous improvement?
  • 4:40 – 5:15 pm Round Table Breakout Summaries
6:00 pm - 7:30 pm
  • Welcome Reception
7:30 pm
  • Dinner on own
7:00 am - 8:00 am
  • Council Breakfast
8:15 am - 11:30 am 8:15 – 8:20 am Morning Announcements, Josh Bone, Executive Director 8:20 – 9:00 am Lessons Learned - Succession and Exit Planning - Contractor Panel
  • Doug Berwick – Owner Berwick Electric – External Acquisition
  • Carson Rogers – President and CEO of Chewning + Wilmer – Internal Transition of Ownership
  • Greg Gossett – President and CEO of ERMCO Electric – Transitioned company to an ESOP
  • Panel Moderator – Dustin Bass - Co-Founder & Partner | BaseRock Partners
9:00 – 9:30 am Breakout/Roundtables Sessions - Mergers and Acquisitions, Tax Strategies, Succession Planning, Exit Planning
  • BaseRock Partners – Introduction to Ownership Succession: An introductory discussion of the three common techniques for ownership succession in the construction industry. M&A. ESOPs, and Internal Sale
  • Moss Adams – Fundamentals of Exiting your Company
  • Contractor Panel led by Nancy Lindsay – Sharing lessons learned and key takeaways from firsthand experiences.
  • BaseRock Partners – Mergers and Acquisitions for Contractors: What drives salability and value in construction? What are buyers seeing in today’s market?
  • Moss Adams – Tax Considerations 101
9:30 – 10:00 am Breakouts – Session Two
  • BaseRock Partners – Introduction to Ownership Succession: An introductory discussion of the three common techniques for ownership succession in the construction industry. M&A. ESOPs, and Internal Sale
  • Moss Adams – Fundamentals of Exiting your Company
  • BaseRock Partners – Mergers and Acquisitions for Contractors: What drives salability and value in construction? What are buyers seeing in today’s market?
  • Moss Adams – Tax Considerations 101
10:00 – 10:20 am Coffee Break 10:20 - 10:50 am Breakouts – Session Three
  • BaseRock Partners – Introduction to ESOPs: Why are ESOPs growing in popularity in the construction market? What makes a Company a strong ESOP candidate?
  • Moss Adams – Taxable Sale vs. Tax Deferred Sale
  • BaseRock Partners – Introduction to Internal Sale Structure: An overview of the common techniques utilized to transfer equity to key employees.
10:50 – 11:20 Breakouts – Session Four
  • BaseRock Partners - Introduction to ESOPs: Why are ESOPs growing in popularity in the construction market? What makes a Company a strong ESOP candidate?
  • Moss Adams – Taxable Sale vs. Tax Deferred Sale
  • Contractor Panel led by Nancy Lindsay – Sharing lessons learned and key takeaways from firsthand experiences.
  • BaseRock Partners – Introduction to Internal Sale Structure: An overview of the common techniques utilized to transfer equity to key employees.
  • Moss Adams – Installment Sale
11:30 am Morning meeting adjourns 1:00 pm - 6:00 pm
  • Optional Golf or Tour of USS Midway
7:00 pm - 9:30 pm
  • ELECTRI Council Reception
7:00 am - 8:00 am 
  • Investment Committee Breakfast by invitation only
7:00 am - 8:00 am 
  • Council Breakfast
8:15 am - 11:30 am
  • Opening Announcements, Josh Bone
  • 8:25 – 8:40 am ELECTRI Investment Fund Management and 2021 Year-End Report Chris Griesedieck, Chairman and Managing Director, Zemenick & Walker
  • 8:40 – 9:10am Claims Strategies: What Electrical Contractors need to know. Sonja Rheaume, President Christenson Electric, David Peterson, Executive VP & COO ERMCO, Allen Estes, Executive Committee Member Gordon Rees Scully Mansukhani
  • 9:10– 9:40 am Research Proposals - Q & A
  • 9:40 – 9:45 am Council votes on research agenda for 2022 (QR code on screen)
  • 9:45 – 10:45 am The Future of Construction Contracts: How is blockchain being used in Construction and what are Smart Contract? – Pete Dumont, CEO at Prairie Dog Venture Partners
  • 10:45 - 11:10 am Coffee Break
  • 11:10 -11:40 am Why IT Fails when it hits the Field – Matt Lamb, CIO at Rosendin Electric and Jeff Sample, Industry Evangelist at Join
  • 11:40 – 11:50 am Voting Results
  • 11:50 am Closing Remarks and Meeting Adjournment Michael Parkes

Fairmont Grand Del Mar
5300 Grand Del Mar Court
San Diego, CA  92130

Resort Phone: 858-314-2000

Hotel web site:
Fairmont Grand Del Mar

 

** PLEASE NOTE THAT ROOMS BEFORE AND AFTER THE MEETING DATES AT OUR REDUCED RATE ARE SOLD OUT.  **

The room rate is $345 per night plus taxes.  Use this link to book your rooms for January 19 – 20, 2022.

Please make your hotel reservations by December 18th to receive the reduced rate!