Event Overview

Get ready for an immersive two-day event that promises to supercharge your leadership skills, inspire success, and connect you with industry experts and peers. 

The Owner's & Manager's Retreat is designed to equip you with practical strategies, tactics, and systems that will not only fortify your existing business but also pave the way for sustainable growth.

Regardless of whether you’re a seasoned veteran with half a century under your belt or just embarking on this journey, the time to focus on your business operations is now.

This event has been approved for 14 IICRC CECs.

Owners and Managers Retreat

What makes this event special?

One of the standout features of this event? It’s a feeling, an experience that transcends the confines of a conventional workshop.

  • It’s the genuine dedication of our presenters, individuals who are deeply invested in the success of others.
  • It’s the camaraderie, the willingness to share, support, and comprehend the unique challenges you face.
  • It’s the surge of inspiration and motivation you’ll draw from being surrounded by like-minded leaders, owners, and managers who intimately understand your frustrations and are eager to exchange ideas and offer support.

It’s a sensation that’s hard to put into words, but undeniably powerful. 

If you’re a proprietor or manager of a restoration, cleaning, or building service company, and you find yourself grappling with feelings of defeat or overwhelm, it’s time to spread your wings and soar with others who share your vision.

Event Agenda

Day 1: 8:00am - 5:00pm (7 hours)

Day one kicks off with an exploration of effective sales strategies, tools, and knowledge to diversify your referral sources and create a culture of strategic discipline. Discover the art of operational sales, designing functions, and best practices that build long-term relationships based on trust. Then, put your knowledge to the test with a collaborative brainstorming session. Gain insights into company financials, including balance sheets, profit and loss, and cash flows. Understand how these numbers drive decisions and explore the concept of EBITDA. Wrap up day one with a panel discussion on financials and accounting, where our experts share their insights and answer your burning questions.

  • Unlocking the Referral Goldmine: Strategic Sales Tactics for Restoration Business– Presented by Scott Miller, The Growth League
  • Operational Sales with Facility Tour– Presented by Lisa Lavender, Restoration Technical Institute, and iRestore
  • Sales Collaborative Group Activity: Brainstorm and Develop Strategy
  • Keys to Understanding Your Financials– Presented by Craig Mengel, Herbein + Company, Inc.
  • Financials and Accounting: Panel Style Discussion and Wrap Up- Panelists– Lisa Lavender, Scott Miller, Craig Mengel

Day 2: 8:00am - 5:00pm (7 hours)

Reflect on day one and prepare to implement the knowledge gained. Lisa Lavender will guide you through actionable takeaways and action items. Explore workforce trends, talent acquisition strategies, and ways to engage with the local workforce. Expand your reach beyond your immediate region. Delve into work loading, technology, and warehousing principles to enhance efficiency and streamline your operations. Learn how to unleash your leadership potential by changing the way you communicate and listen to your team. Regain time, improve accountability, and develop your people.

  • What Are We Taking Back and Doing?- Facilitated by Lisa Lavender
  • Expanding Your Talent Attraction Outreach- Presented by Laurel Cline, Herbein + Company
  • Work Loading, Technology, Warehousing for Efficiency- Presented by Mark Warner, The Bullen Companies, with Chuck Boutall, Restoration Technical Institute, John Perella, Restoration Technical Institute, Lisa Lavender, Restoration Technical Institute
  • Developing a Culture of Accountability, Unleash your Leadership Potential- Presented by Erik Berglund, Language of Leadership

In the words of Armstrong Williams, “Networking is an essential part of building wealth.” Throughout the event, you’ll have ample opportunities to network and collaborate with fellow industry leaders, further enriching your experience.

Don’t miss this chance to propel your company forward, foster team engagement, and hone critical operational facets. Secure your spot at this year's Owner’s & Manager’s Retreat today and get ready for a transformative experience in leadership and business success. We look forward to seeing you there!

Class Schedule

Location Address:

1145 Commons Blvd
Reading, PA 19605
United States

Class Schedule:

The following schedule applies to all days of training.

  • 8:00 AM - check-in
  • Class begins 30 min after check-in
  • 5:00 PM - class ends

Hotel Accommodations

Fairfield by Marriott Inn & Suites Reading Wyomissing

21 Meridian Boulevard
Reading, PA 19610 

Use the link below to book online and get a discounted rate:

Book Online

 

Hotel

Meet Your Instructor

Lisa Lavender

Lisa Lavender holds a Bachelor of Science in Accounting from Penn State and is an IICRC Master Fire, Water, and Textile Restorer. As Chief Operating Officer and co-owner of both Restoration Technical Institute (RTI) and Berks • Fire • Water Restorations, Inc., founded in 2000, Lisa brings over two decades of experience in restoration and reconstruction, paired with a deep passion for education and industry advancement.  
 
Beyond her leadership roles, Lisa contributes to the industry as a regular columnist for R&R Magazine (“Restoring Success”) and as an author, instructor, and course developer. Through her work, she strives to share knowledge, inspire passion, and help others build meaningful, successful careers in the restoration industry.
Stephanie Beattie, IICRC Instructor