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Transforming Financial Statements into Management Tools

Friday, June 10, 2011
11:00-12:30pm Pacific (2:00-3:30pm Eastern)

In today's consumer climate, smart home improvement contractors are shaping their financial management strategy in order to enhance staff accountability and business profitability. This session focuses on how highly successful home improvement business owners can thrive. Topics include: implementing a more comprehensive business model, understanding the ways in which business owners are using financial benchmarks to make decisions, and the steps needed to execute a highly successful strategy in 2011 and beyond.

Bonus: All registrants with receive a Budget Template applicable to all types of home improvement businesses. Users can import their current Profit and Loss data into the spreadsheet and set their entire year's budget. Just as importantly, users can perform "what if" scenarios before they make a financial decision regarding expansion strategies.

Who should attend? This web-based session is designed to be attended by owners, senior management, sales and marketing staff, office managers, and other key employees with companies focused on Home Performance and other residential and small commercial remodeling, replacement and contracting services.

No need to travel! Learn at your computer! As easy as a conference call! Your EGIA Leadership Academy Web Exchange registration includes one phone line (or Voice-Over-Internet) connection plus a web link to the presentations. You are welcome to use the phone connection on a speaker phone and project the Web Exchange in a conference room so an unlimited number of your associates may participate. After the event, you will receive a link to the archived Web Exchange with unlimited access to presentation slides with an audio recording of the presenters and question-and-answer discussion.

Can't participate on this date/time? No problem, register anyway, participate live with those from your organization who can make it, and you will receive a video/audio recording link afterward to view and share with others in your organization.

If you have any registration questions contact:

EGIA Registration Support
(866) 502-2021


Jack Nagy, Desert Consultants

Desert Consultants

Jack Nagy, Desert ConsultantsJack has a unique and exemplary history in the HVAC industry. With over three decades of hands on experience at the contractor, distribution, and corporate levels, Jack's perspective is empathetic to the real-world challenges facing today's contractor and informed by his expertise in the total sales and supply chain. He talks straight and has the ability to simplify business functions to their core. Jack began his profession in the HVAC industry working for his father's heating and cooling company in New York City. In subsequent years Jack earned a degree in electrical engineering as well as an MBA. Prior to starting his own company, Jack's last 14 years were in the Trane organization where he was quickly promoted to Sales Leader and eventually DSO Leader. His demonstrated successes and ability to apply his business acumen in various markets continued to post year over year growth at a staggering rate. Jack was awarded the position of DSO leader for the Trane corporate office in the Southwest. Combining his industry expertise and his fresh perspective on marketing, advertising, and lead generation, Jack changed the game for Trane and the market grew exponentially. Under Jack's leadership, sales increased over 400% in four years!

Matt Plughoff, Desert Consultants

Desert Consultants

Matt Plughoff, Desert ConsultantsMatt Plughoff earned a Master's Degree in Literature and Education before joining the HVAC industry. He was a state certified teacher and college professor in Washington State. After leaving public education, Matt was one of four principal authors of the Trane Comfort Specialist manual: a business development guide designed to grow HVAC companies from start-up to a multimillion dollar threshold. At the contractor level, Matt has been a commercial and residential installer, sales person, and General Manager for a company generating over 15 million dollars a year in revenue. He has published articles in Contracting Business Magazine and The News, and was a top performing Territory Manager at the Independent Wholesale Distributor and corporate levels before joining Desert Consultants.

Registration Fees:

PLEASE NOTE: If you registered for free by selecting the payment method "Comp", your free registration is subject to verification by EGIA. If we are unable to verify that you are eligible for free registration to this event, you will be invoiced and required to pay the Leadership Academy registration fee.

You MUST register in advance to receive dial-in information and web access to the presentations.

Registration includes unlimited access for anyone in your organization to presentation slides with an audio/video recording of the presenters and question-and-answer discussion. Full contact information for all presenters is provided so you may contact them directly to ask your own questions.

If you have any registration questions contact:

EGIA Registration Support
(866) 502-2021

This Leadership Academy Web Exchange is hosted by:

The Electric & Gas Industries Association (EGIA) is a non-profit organization that serves over 3,000 installation contractors, regional distributors, product manufacturers and other trade allies delivering energy efficiency and renewable energy solutions to millions of homes and businesses. EGIA also delivers services on behalf of electric, gas, water utilities and municipalities, including financing, rebate program administration and rebate processing; contractor network management, training and certification; and sales channel development and support. EGIA has facilitated the financing of over 80,000 residential and business projects valued in excess of $1 billion, and has administered over $450 million in rebate payments.

Promotional consideration provided by:

Affordable Comfort, Inc. (ACI) convenes thought leaders in home energy efficiency to provide cutting-edge events focused on home performance, green building, and "house-as-a-system" training for building trades, housing groups, and program professionals. ACI's vision is that every family has a home that is energy efficient, durable, comfortable, affordable, healthy, and safe.

The Building Performance Institute, Inc. (BPI) is a recognized global leader, supporting the development of a highly professional building performance industry through individual and organizational credentialing and a rigorous quality assurance program. BPI works with building performance industry stakeholders to ensure that the professional bar for excellence in building performance contracting is established and maintained by creating and regularly updating technical requirements through an open, transparent, consensus-based development process.


Efficiency First is organized so that the Home Performance Workforce can be represented in both National and State level policy conversations. Efficiency First is dedicated to retrofitting of America's homes, building the industry infrastructure to create jobs, and reducing energy consumption, carbon emissions, and our dependence on foreign oil. Efficiency First represents America's Home Performance Workforce, ranging from energy auditors and raters to contractors who are the front line of our climate battle, embodied in green-collar jobs from weatherization to HVAC.


Home Energy Magazine. Home Energy magazine's mission is to disseminate objective and practical information on residential energy efficiency, performance, comfort, and affordability. It is the only magazine that thoroughly covers residential comfort issues from the only

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