Exit Strategy & Succession Planning: Do You Plan to Work Forever?

Thursday, February 16, 2012 11:00am-12:30pm Pacific (2:00-3:30pm Eastern)

The largest personal asset for most business owners is their company equity. Yet, contractors avoid the complexity of their departure from it. Succession planning should not wait until your company is threatened by your retirement, company changes, economic factors, or some unexpected, catastrophic personal event. Even those who intend to hand their company down to a family member need a well-constructed strategy because your retirement income depends on it. The faster your plan is in place, the faster you can build your value.

During this Leadership Academy Web Exchange, you will gain these insights:

  1. How to make leadership succession and changes a more relevant process in your company
  2. Discover why planning should occur before you decide to retire, move on, or change directions
  3. Initiate a process that encompasses not only the business owner but key personnel as well

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 residential or small commercial construction, contracting, installation, ratings, or remodeling.

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

The Presenters

Devon Hartman, President, Every Watt Matters

Every Watt Matters

Devon HartmanDevon Hartman is a national speaker and recognized leader in the Remodeling industry and President of Every Watt Matters, a consulting company to Architects and Contractors focused on strategic business processes in the Home Performance industry. Newly retired from his decades-long role as CEO and President of HartmanBaldwin Design/Build Inc., a fully integrated Architecture and Construction company, he recently launched a new path in his career, dedicating himself to forming collaborative partnerships with cities, communities, and the construction industry that will help to promote sustainable building practices and a reduction in the use of fossil fuels in homes and buildings throughout the United States. Quality and innovation in building design have long been his focus, having won more than 50 local and national architectural awards including the Gold Nugget Grand Prize from the Pacific Coast Builder's Association, the Grand Prize Design Award from Remodeling Magazine, and was a featured guest on HGTV Restore America.

Frank Mancieri, Partner, B2B CFO


Frank MancieriFrank Mancieri has been working with clients on exit strategies and exit planning since 2001. He is a professional Chief Financial Officer and Business Exit Consultant. Frank is a Partner at B2B CFO®, USA's largest CFO firm focusing on mid market companies. He serves owners of emerging and mid-market companies with revenues up to $75 million who want to increase cash, profitability, sales and company value. He is also an adjunct Accounting Professor at Rhode Island College. Frank graduated from Bryant University with a Bachelor of Science (B.S.) Degree in Accounting and a Master of Business Administration (MBA) degree in Management.

Moderator: Erin McCollum, Director of Project Management, EGIA

This event has passed and registration is closed.
EGIA members may now login to access a recording.

Registration Fees

  • Free to EGIA members
  • $25 for EGIA members wanting third party credits
  • $75 for non EGIA members
  • $100 for non EGIA members wanting third party credits

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.

Learn More


If you have any registration questions contact:

EGIA Registration Support
(866) 502-2021


Leadership Academy is brought to you by EGIA

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. www.egia.org

Promotional consideration provided by:

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. www.bpi.org

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 approach that really works, systems engineering. www.homeenergy.org

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. www.efficiencyfirst.org

Affordable Comfort 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. www.affordablecomfort.org

Building Performance Institute -
Approved for up to 1.5 Continuing Education Credits

BPI Accreited Ccntinuing Education Course Requirements The GoToWebinar Attendee Report will be the official record for awarding BPI CEUs. Credit is awarded only to fully credentialed BPI Certified Professionals. Attendees must be individually logged-in to the Web Exchange to receive BPI CEUs. Credit will not be awarded for attendance by telephone alone. At the end of the Web Exchange, the GoToWebinar Attendee Report is submitted to BPI, and CEUs are awarded based on the amount of time in session and interest rating. Credit is calculated using an arithmetic mean of the time in attendance and interest rating as compared to 100% attendance for the scheduled time and 100 Interest Rating. Attendees must be logged in for any portion of the credit to be awarded. Credit will not be awarded for later viewings. Credit is calculated and awarded by BPI. All questions related to CEUs for this event should be directed to CEUs@bpi.org.

Interest Rating: The Interest Rating is a statistic that allows organizers to benchmark and qualify attendee interest in a Webinar. Interest Ratings are computed from a GoToWebinar proprietary algorithm that evaluates each Webinar attendee's interactions on a scale of 1 to 100 (100 being best). Factors that contribute to the Interest Rating include, but are not limited to: attendance length, attentiveness during the session (i.e., not switching windows, checking email, etc.), number of questions asked and an attendee's successful completion of polls, surveys and registration. Anyone registering and listening AFTER the event will NOT receive credit.

InterNACHI - Approved for 1 Education Credit

InterNACHI approved

This event qualifies for 1 InterNACHI Education Credit.

Find out more about InterNACHI on their website.

BPI Accreited Ccntinuing Education Course Requirements

National Association of the Remodeling Industry Continuing Education -
Pending Approval for 0.1 Unit

Find out more about NARI on their website.

About Leadership Academy

Through direct engagement, webinars, presentations, workshops and network exchange’s, Leadership Academy challenges organizations to commit to implement sustainable business practices, and encourage the firm owner’s and management staff to actively participate in their, and the company’s, long-term growth while integrating utility and government programs into successful business models.

The EGIA Leadership Academy helps attract and inspire those organizations seeking to grow their business to capitalize on numerous federal, state and utility initiatives aimed at encouraging home and business owners to install comprehensive energy efficiency and renewable energy related measures.