WEEKLY EDITION MAR 1, 2017
REGISTER TODAY for the Convention and Trade Show!
CLICK HERE to download the 2017 Registration Form and check the website at
www.psai.org/convention-trade-show/ for all current information!
Roundtable Discussions at the Convention and Trade Show
Session 1 will take place Thursday, March 16 at 1:30 pm and Session 2 will take place Friday, March 17
at 11:00 am.
Succession Planning and Exit Strategies
Session One Facilitator: Chris McCarthy
Session Two Facilitator: Jennifer Corrigan
• Though exiting the business is a ways off, what
should you be doing now to get ready?
• What legal structures/plans need to be in
place?
• What are the pros and cons of options such as
selling, transferring ownership to family
members, and implementing employee
ownership plans?
• What do successors care about the most?
Quality Control in the Field
Session One Facilitator: David Kropf
Session Two Facilitator: Matt Sola
• How do you monitor the quality of your service
technicians' work in the field?
• What procedures are in place for dealing with
performance issues relating to quality?
• How do you address customer complaints or
kudos with individual service technicians?
• What records relating to performance an
d
equipment condition do you
keep?
Workers Compensation
Session One Facilitator: Rachael Zolinas
Session Two Facilitator: Mike Rice
• What safety measures do you have in place to
prevent accidents on the job?
• What makes up the Experience Modification
Number?
• What have you done to take control of the
numbers?
• What is the best resource for help? Insurance
companies, consulting firms, etc.
Millennials in the Work Force
Session One Facilitator: Adriana Tepley
Session Two Facilitator: Tony Watson
• What steps are you taking to successfully hire
younger workers?
• What are the issues you encounter in dealing
with a younger workforce?
• What
adjustments have you made to your
company processes?
• Are you considering new retention practices?
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