Educational Sessions



EXPERT INSIGHTS FROM YOUR INDUSTRY'S KNOWLEDGE LEADERS


Mitigate Microbial Contamination in Your Fuel System Using These Simple Tools
MATISSE | More Info >
Session Info

Mitigate Microbial Contamination in Your Fuel System Using These Simple Tools

Description

Source of microorganisms, conditions needed for microorganisms to grow and move through the fuel system, detections systems and remediation strategies.

Presented by

Ed English - Fuel Quality Services

Room

Matisse


Ed English is Vice President & Technical Director for FQS, LLC., Mr. English oversees all aspects directly related to the research, development, and deployment of chemicals for use in the various stages of production of crude oil and product quality through the various stages of distribution from the oil field to end user. Before joining Fuel Quality Services, Inc., Mr. English worked in the nuclear power industry. The focus of his work was the implementation of various corrosion control programs for primary radioactive systems, secondary non-radioactive systems, auxiliary component systems, emergency systems, and fuel storage systems. Mr. English has a Bachelors of Science Degree in Chemistry from the University of Florida, with an additional two years post baccalaureate work from the University of Miami.


Making Combustion Great Again
RENOIR 1 & 2 | More Info >
Session Info

Making Combustion Great Again

Description

With the increasing mandated use of biofuels, its important to understand the different combustion characteristics you may encounter with different fuels. With updated burner designs and control technology we’ll take you through the best practices to help you optimize combustion at any blend level.

Presented by

John Dunleavey and Lance Marino – Carlin Combustion

Room

Renoir 1 & 2


John Dunleavey bio coming soon!


Lance Marino bio coming soon!


Fuel Tanks – Proactive or Reactive?
VAN GOGH | More Info >
Session Info

Fuel Tanks – Proactive or Reactive?

Description

Fuel tanks have been a topic for discussion lately and not always for good reasons. This presentation will deal with the critical need for tank inspections, what to look for and what to do about it. As well as the proper methods and codes for tank replacement and installations. Failure to plan is planning to fail.

Presented by

Bob O’Brien - NORA

Room

Van Gogh


Bob O’Brien is a 45-year veteran of the HVAC industry, Bob is the Education Director of NORA, serves on the NFPA31 committee and is chair of the BPI Standards Technical Committee. Bob is also National President of OESP.


Attracting Customers and Keeping Them: Leverage Powerful Marketing, Communication and Financing Strategies to Grow Your Business
CEZANNE 1 & 2 | More Info >
Session Info

Attracting Customers and Keeping Them: Leverage Powerful Marketing, Communication and Financing Strategies to Grow Your Business

Description

Join industry experts Ashley Campbell, Sales Manager at Warm Thoughts Communications, and Greg Burns from Watercress Financial for a lively panel discussion, “Attracting Customers and Keeping Them: Leverage Powerful Marketing, Communication and Financing Strategies to Grow Your Business.” Ashley, a seasoned digital marketing expert with extensive agency and media experience, will share practical tips for maximizing marketing ROI, strengthening your brand, and driving growth. Greg, with nearly 30 years of experience, will explain how offering monthly financing during the quoting process can boost sales and secure lasting customer loyalty.

Don't miss your chance to unlock breakthrough strategies that will elevate your business and give you a lasting competitive edge.

Presented by

Ashley Campbell – Warm Thoughts Communications and Greg Burns – Watercress Financial

Room

Cezanne 1 & 2


Ashley Campbell is the Northeast and Mid-Atlantic Sales Manager at Warm Thoughts Communication. Ashley has been in digital marketing her entire career and is an expert in the consumer buying cycle. Her expertise has helped fuel marketers and home services business connect the dots and acquire more customers, sell more equipment and strengthen their brand.


Greg Burns has served the energy industry for almost 30 years. During that time, Greg has led several national and regional sales teams successfully growing their service and install businesses.


Data-Driven Decisions: What did the Winter of 2025 teach us in Preparation for Winter 2026?
MONET 1, 2 & 3 | More Info >
Session Info

Data-Driven Decisions: What did the Winter of 2025 teach us in Preparation for Winter 2026?

Description

The winter of 2025 gave us valuable insights into operational efficiency, customer profitability, best practices in customer retention and the power of data. It is time to apply these lessons to prepare for an even more efficient and profitable winter in 2026. In this session, industry leaders will demonstrate how businesses can leverage customer data to improve delivery efficiency, service profitability, and cash flow.

You will learn:

  • How to identify and act on problematic data patterns and geographic white space to increase profitability
  • Ways to use reports and analytics of operational data to refine service offerings and reduce costs
  • Methods for optimizing revenue and cash flow through data-driven decisions
  • Best practices for using data to enhance customer retention and market share

The key to profitability is not just more customers. It is knowing how to optimize your existing customer base. This session will provide real-world strategies for dealers to make smarter business decisions, leading to better financial outcomes and operational efficiency.

Presented by

Moderator: Andrew Maderia – Maderia Group. Panel: Phil Baratz – Angus Energy & Mike Procopio – PDI Technologies formerly Blue Cow Software & Bill Woods – Bonani Oil Services, Inc.

Room

Monet 1, 2 & 3


Coming Soon!


Diversification Profits, Pain, and Experience: How Owners Added Additional Services and What They Learned
DEGAS | More Info >
Session Info

Diversification Profits, Pain, and Experience: How Owners Added Additional Services and What They Learned

Description

Owners of residential service companies who have successfully expanded their operations to include other significantly different services will participate in an informative discussion. They will provide practical advice on how to get started, including tips on overcoming common obstacles and identifying resources for those considering a similar expansion. This discussion is designed to help owners explore the potential of adding different services to their business and how to navigate the process with knowledge of the lessons these individuals have learned.

Presented by

Bob Williamson and Barrett Conway – Cetane

Room

Degas


Bob Williamson, Pest and Lawn Director of Cetane Associates, has handled over 40 acquisitions during his 30+ year career and has visited many diverse service companies across the country, sharing ideas that can help companies grow and prosper. The list of services Bob has managed includes Heating Oil, Propane, HVAC, Plumbing, Home Security, Swimming Pool, Lawn & Tree Care, and Pest Control.


Barrett Conway, Managing Director of Cetane Associates, engages in M&A advisory, business value estimates, and transaction analysis, leading the firm’s deal execution team. He has over nine years' experience in the professional financial advisory space and has worked on over 100 M&A transactions with Cetane Associates. As a member of the National Propane Gas Association, Barrett currently sits on the Audit Committee and was named to the propane industry’s inaugural class of 30 Under 30 in 2020. Barrett received a Bachelor of Business Administration degree from Texas A&M University with a concentration in Finance.


Safe House Training and Certification
MATISSE | More Info >
Session Info

Safe House Training and Certification

Description

In this session, we will explain what Safe House Training is and why it is so important. We will discuss how professionals in the heating oil industry are uniquely positioned to make a difference, given their regular access inside homes. To support this, we have created 10 comprehensive training videos that cover key aspects of recognizing and responding to situations that may need intervention. During the session, we’ll watch all ten videos together, and at the end, attendees will have the opportunity to take a quiz. Completing the quiz successfully will earn them a Safe House Training Certificate, validating their understanding and commitment to this critical cause.

Presented by

Pam Giordano & Barrett Conway – Cetane Associates

Room

Matisse


Pam Giordano before joining Cetane Associates full-time in 2023, Pam most recently served as General Manager of Lake Region Energy in Maine. Prior to her time at Lake Region Energy, Pam was Director of Operations for M. L. Halle (Townsend Energy) where she served for 15 years. Pam’s industry involvement has supported various organizations and has been recognized at state and national levels. For many years Pam was involved with Energy Marketers Association of New Hampshire (EMANH) and became its first female Chair in 2016. She also served as the secretary of NEFI (National Energy & Fuels Institute) for three years and as well as a member of its Executive Committee. Today she is Vice President of Women in Energy. Her honors include being named Member of the Year by EMANH in 2019, and in 2021, Pam was named a NEFI Legend.

Pam’s deep and long experience with various companies in management roles, along with her exceptional industry volunteer work creates strong relationships with Cetane clients. She’s a people person with a true hands-on background in operations and business valuations.

Pam holds a Bachelor’s degree from Franklin Pierce University.


Barrett Conway, Managing Director of Cetane Associates, engages in M&A advisory, business value estimates, and transaction analysis, leading the firm’s deal execution team. He has over nine years' experience in the professional financial advisory space and has worked on over 100 M&A transactions with Cetane Associates. As a member of the National Propane Gas Association, Barrett currently sits on the Audit Committee and was named to the propane industry’s inaugural class of 30 Under 30 in 2020. Barrett received a Bachelor of Business Administration degree from Texas A&M University with a concentration in Finance.

Troubleshooting – Art or Science?
VAN GOGH | More Info >
Session Info

Troubleshooting – Art or Science?

Description

Accurate troubleshooting is a key skill for technicians and probably the hardest to develop. This presentation will cover the basics of approaching diagnosis in a logical and methodical manner that will reduce callbacks, increase customer satisfaction and make life easier for everyone in the customer service world.

Presented by

Bob O’Brien - NORA

Room

Van Gogh


Bob O’Brien is a 45-year veteran of the HVAC industry, Bob is the Education Director of NORA, serves on the NFPA31 committee and is chair of the BPI Standards Technical Committee. Bob is also National President of OESP.


Oil Price Volatility Strikes Back
CEZANNE 1 & 2 | More Info >
Session Info

Oil Price Volatility Strikes Back

Description

After a relatively calm 2024 in the oil markets, the potential for renewed volatility is looming large. Tariffs, tweets, and geopolitical tensions could quickly reignite unpredictability in petroleum prices. Elaine Levin, President of POWERHOUSE will explore the factors that could impact diesel and gasoline prices: a) The impact of potential trade wars and tariffs: How these policies could impact energy trade flows and global demand. b) Geopolitical flashpoints: From the Middle East to Ukraine to the next hotspot, how will global conflicts impact supply and market sentiment? c) The evolving energy landscape: We'll delve into the uncertainties surrounding the new administration's policies on renewables. d) Winter 2025-26 Outlook: Elaine will discuss the outlook for heating oil and propane prices. She will present actionable ideas to protect profit margins and build your business. Join us as we discuss the risks and opportunities presented by new uncertainties. The Force is strong in this one; equip yourself with the knowledge and strategies to navigate what could be a turbulent energy market ahead.

Presented by

Elaine Levin - Powerhouse

Room

Cezanne 1 & 2


Elaine Levin has over 30 years of experience in working worth with energy producers, refiners, marketers, and consumers executing hedging strategies. Elaine is the President to Powerhouse, and before that Elaine was Vice President, Futures Specialist at Morgan Stanley.


It’s Go-Time – Getting Your Company Ready for Market-Based Decarbonization Programs in 2026
MONET 1, 2 & 3 | More Info >
Session Info

It’s Go-Time – Getting Your Company Ready for Market-Based Decarbonization Programs in 2026

Description

Clean Heat Standards are just a few months from being implemented in certain New England states. Other market-based decarbonization programs are on the horizon elsewhere. Fuel companies are at a critical juncture as they face perhaps the most transformative and onerous requirements they’ve ever had to grapple with. And while there are significant opportunities within these programs, there is little margin for error. The businesses that don’t prepare properly will be left behind.

In this can’t-miss presentation, Joe Uglietto of Diversified Energy Specialists will dive deep into the impending programs and map out for attendees how they can ensure profitability and success. He’ll lay out the strategy required for companies operating in states with impending Clean Heat Standards, and he’ll also provide an overview of the programs in other states that are in various stages of development.

Conference attendees hailing from Clean Heat Standard states CANNOT afford to miss this session.

Presented by

Joe Uglietto – Diversified Energy Specialist

Room

Monet 1, 2 & 3


Joe Uglietto is the President of Diversified Energy Specialists (DES), a renewable energy consulting and environmental markets trading company. At DES, Joe trades in thermal energy portfolio standards in the northeast and is an aggregation in the Massachusetts Alternative Portfolio Standard, representing clients across renewable thermal technologies. Joe has been monitoring the efforts of States in the northeast to implement Cap-and-Invest programs, building ordinances and Clean Heat Standards for the thermal sector. Joe's recent work has focused on the design of market-based decarbonization programs for the thermal sector.


Taming the Administrative State: the Trump Administration’s Battle to Rein in Agency Overreach
DEGAS | More Info >
Session Info

Taming the Administrative State: the Trump Administration’s Battle to Rein in Agency Overreach

Description

NEFI Regulatory Counsel Rick Schweitzer will discuss efforts by the White House and Congress to withdraw regulations from EPA, DOE, and other agencies that stifle business opportunities and consumer choice, and the role of the courts in resolving the disputes.

Presented by

Rick Schweitzer - NEFI

Room

Degas


Richard P. Schweitzer is the regulatory counsel for NEFI. He is an attorney in Washington, D.C. with more than 20 years of experience in handling regulatory, legislative and litigation matters for transportation companies and their trade associations. The practice includes a broad base of administrative, tax, corporate and international issues, involving the executive, legislative and judicial branches of the federal and state governments.




Optimizing Liquid Fuels Service: Tools, Tips and Technologies for Today's Technicians
RENOIR 1 & 2 | More Info >
Session Info

Optimizing Liquid Fuels Service: Tools, Tips and Technologies for Today's Technicians

Description

Proper tool, techniques and setups for with today's fuels.

Presented by

Alan Wornham - RW Beckett

Room

Renoir 1 & 2


Alan Wornham is one of two technical trainers for Beckett Corp. He has over 35 years experience as an oil technician. He is NORA Gold Certified, a NORA accredited instructor and the President of his local OESP Chapter.


Bioheat Tech Tips
VAN GOGH | More Info >
Session Info

Bioheat Tech Tips

Description

While renewable fuels are very similar to the fossil fuels they are replacing, there are some differences technicians need to be aware of as we move to higher blends of renewable fuels. This presentation will encompass those differences, these include, combustion, flame proving, viscosity, storage and more.

Presented by

Bob O'Brien - NORA

Room

Van Gogh


Bob O'Brien is a 45-year veteran of the HVAC industry, Bob is the Education Director of NORA, serves on the NFPA31 committee and is chair of the BPI Standards Technical Committee. Bob is also National President of OESP.


Built to Last, Ready for Tomorrow: Unlocking Performance Through Culture and Team Engagement
CEZANNE 1 & 2 | More Info >
Session Info

Built to Last, Ready for Tomorrow: Unlocking Performance Through Culture and Team Engagement

Description

High performing organizations thrive on strong culture, clear vision, and empowered teams. This session explores real-world strategies and tools any organization can use to boost engagement, align teams, and drive results—fostering transparency, accountability, and a meaningful voice for team members in the decisions that shape daily operations and future success.

Presented by

Eileen O'Brien - Gault Energy & James Berner - Ask Meridian

Room

Cezanne 1 & 2


Eileen O’Brien is the Human Resources Director at Gault Family Companies, where she oversees all HR functions across a dynamic and growing group of businesses. With a B.A. in Legal Studies from the University of Massachusetts Amherst, Eileen brings a strong foundation in compliance and strategic communications to her leadership. Her expertise spans employee relations, compensation and benefits, recruiting, and HIPAA compliance—making her a trusted advisor and key contributor to organizational success.

Eileen has led the development and rollout of policies, training programs, and leadership development initiatives that have transformed the company’s approach to engagement, performance, and culture. She is particularly skilled in navigating high-conflict situations, union relations, and benefits administration, and she plays a central role in annual insurance and compensation negotiations.

Beyond her work at Gault, Eileen serves as a Professional in Residence at Fairfield University, where she mentors future HR leaders and has attended the prestigious Thayer Leadership at West Point, which has further shaped her values-based, people-centered approach.

Known for her interactive, data-driven presentations, Eileen has presented at national insurance symposium, HR forums and industry conferences. Her sessions are packed with real-world examples and practical takeaways, rooted in her commitment to creating inclusive, high-performing workplaces where people thrive.


Jim Berner is a Partner at Meridian Associates who works directly with family business owners, next-generation leaders, and leadership teams to identify growth opportunities, uncover hidden costs, and develop practical plans for the future. Completing more than 240 business valuations and advising on a range of M&A transactions, Jim brings a clear-eyed understanding of what drives business value. He’s frequently invited to speak on topics like financial ratios, workforce shifts, talent development, and effective communication— He offers insights that are grounded, relevant, and easy to apply.


Unveiling the Future of Human and Artificial Intelligence
MONET 1, 2 & 3 | More Info >
Session Info

Unveiling the Future of Human and Artificial Intelligence

Description

With all the buzz around AI, experts are failing to consider one crucial wrench in the “tech takeover”—human intelligence. This session breaks down the importance of human and artificial intelligence in the future of fuel delivery and business, celebrating some triumphs of human intelligence and addressing some of the fears and realities around AI. Then, with the help of a panel of expert guest speakers, we will learn how they can be used together.

During this session, you will:

  • Learn how AI fits with customer-centric values
  • Understand AI trends and applications across all critical areas of your business, including finance, sales & marketing, HR, and customer service
  • Address common AI fears, and gain a realistic understanding of how customer-centric organizations can—and will—use AI
Presented by

David Heiser - PriMedia, Dennis - Cargas & Lawyer & Marty Kirshner - Gray, Gray & Gray and Lisa M. Koblin - Saul Ewing LLP

Room

Monet 1, 2 & 3


David Heiser has represented PriMedia for over 24 years. Working with marketers of all sizes across the home comfort industry as well as local, state and national associations. Consulting on all facets of their marketing programs, as well as providing sales, customer service and other industry trainings. David has not only represented PriMedia, but has also been an advocate for the industry through trainings/workshops for Real Estate and Home Inspector professionals. In addition to his other responsibilities, David is also head of advertising services for Oil & Energy Magazine. He currently sits on both the PPA Heating Fuels and Propane Committees. David also holds the position of vice-chair of the Propane Gas Association of New England's Marketing Committee.


Dennis bio coming soon!


Marty Kirshner, CPA, MSA, is the Partner leading the Energy Practice Group at Gray, Gray & Gray, LLP. He serves fuel oil and propane clients as a strategic advisor and consultant on all aspects of financial and business operations. Marty also currently serves as Treasurer of the National Fuel and Energy Institute (NEFI).


Lisa Koblin provides practical and real time, legal HR counseling to businesses with complex employment issues. She assists employers with labor and employment disputes, including litigation of discrimination, harassment, retaliation, unpaid wage and class action claims in state and federal courts as well as mediation. She provides counseling on employee handbooks and policies, non-compete agreements, anti-discrimination statutes, wage and hour laws, and joint employer liability. Her experience providing human resources training covers topics ranging from conducting effective investigations, to complying with the Fair Labor Standards Act (FLSA), Title VII, the Americans with Disabilities Act (ADA), the Family and Medical Leave Act (FMLA) and state and local employment laws concerning paid sick leave, leaves of absence and employee accommodations.


Are You Ready? Set. Go! You only have one chance of exiting your business, do it right?
DEGAS | More Info >
Session Info

Are You Ready? Set. Go! You only have one chance of exiting your business, do it right?

Description

Most owners choose between two options when exiting their business: either selling to a third party or transitioning to family members. This presentation will talk about steps that should be put in place and decision that should be made prior to exiting your business to ensure the transaction goes smoothly as well as how to get the most after-tax income.

Presented by

Pam Giordano & Fred Lord - Cetane Associates

Room

Degas


Fred Lord brings over 40 years of experience in the delivered fuels industry in various operational and financial management roles. Currently serves as a director at Cetane Associates. Previously, Fred had been with HOP Energy and its predecessor as its corporate treasurer for over 25 years where he worked on over 50 acquisitions and multiple refinancings. He has been active in industry trade associations and is currently on the executive committee of the Connecticut Energy Marketers Association.

Fred holds a Bachelor of Arts degree in History from Furman University, an MBA from the University of Connecticut and a law degree from Western New England University School of Law.


Pam Giordano works for Cetane Associates since 2023, before that Pam served as General Manager of Lake Region Energy in Maine. Prior to her time at Lake Region Energy, Pam was Director of Operations for M. L. Halle (Townsend Energy) where she served for 15 years. Pam's deep and long experience with various companies in management roles, along with her exceptional industry volunteer work creates strong relationships with Cetane clients. She's a people person with a true hands-on background in operations and business valuations. Pam holds a Bachelor's degree from Franklin Pierce University.


Building Your Legacy As You Manage Ownership and Management Succession
MATISSE | More Info >
Session Info

Building Your Legacy As You Manage Ownership and Management Succession

Description
  • Tools for managing transitions in ownership, management, and wealth
  • Strategies for Co-creating your legacy
  • Building the strategies and structures necessary for long-term family and enterprise success
  • Becoming an Enterprising Family - a change in mindset for shareholders

This interactive workshop will provide practical tools for managing transitions while building relationship health in your family.

Presented by

Michael McGrann - Brown Brothers Harriman

Room

Matisse


Mike McGrann is a Managing Director in the BBH Center for Family Business. In this role, he helps private business owners navigate issues at the intersection of family and business and is a trusted thought partner to owners as they manage complex issues around succession, growth, and legacy preservation.

Prior to joining the firm, Mike spent over 25 years working with complex multigenerational family enterprises, families of wealth, and family offices around the world providing consulting services and educational programming. He was also employed by Fidelity Investments and worked as a micro-enterprise lender in the Dominican Republic. He is also a founder of the Telos Group and teaches undergraduate and graduate courses.

Mike received a B.A. in economics from Cornell University and an MBA and M.A. in international studies from the University of Pennsylvania.


Residential Fuel Gas Detectors Are Coming
RENOIR 1 & 2 | More Info >
Session Info

Residential Fuel Gas Detectors Are Coming

Description

With publication of the NFPA 715, the installation of fuel gas detectors in every new building with fuel gas service may be required in a jurisdiction near you. States and cities now have the necessary “tools” to write new code, ordinances or regulations mandating the use of these devices in both new and existing buildings. The presentation will summarize the current state-of-the-art of sensor technologies, how and where detectors need to be installed, current efforts to update codes and standards, and where the fuel supplier's responsibility starts and ends.

Presented by

Bob Torbin - OmegaFlex

Room

Renoir 1 & 2


Bob Torbin earned BS in Mechanical Engineering from Northeastern University in Boston, MA and a MS in Mechanical Engineering from Worcester Polytechnic Institute in Worcester, MA. He is registered professional engineer and a life-time member of ASMA. Mr. Torbin serves as a voting member of national codes and standards committees including the NFPA 54 Technical Committee, the NFPA 715 Technical Committee, the CSA LC-1 Technical Sub-Committee, the NPGA TS&S Committee. He is the author/co-author of over 100 technical reports, journal articles and conference papers, and is an accomplished speaker at industry events.


Troubleshooting - Art or Science?
VAN GOGH | More Info >
Session Info

Troubleshooting - Art or Science?

Description

Accurate troubleshooting is a key skill for technicians and probably the hardest to develop. This presentation will cover the basics of approaching diagnosis in a logical and methodical manner that will reduce callbacks, increase customer satisfaction and make life easier for everyone in the customer service world.

Presented by

Bob O'Brien - NORA

Room

Van Gogh


Bob O'Brien is a 45-year veteran of the HVAC industry, Bob is the Education Director of NORA, serves on the NFPA31 committee and is chair of the BPI Standards Technical Committee. Bob is also National President of OESP.


Optimizing Your Fleet: Because You Have One
CEZANNE 1 & 2 | More Info >
Session Info

Optimizing Your Fleet: Because You Have One

Description

As fuel quality and delivery efficiency remain critical to operational success, this session “Optimizing Your Fleet: Because You Have One will provide actionable insights into mitigating common issues faced by fuel delivery and service trucks. Attendees will gain a better understanding of: reducing exhaust system regenerations to improve truck uptime, addressing diesel particulate filter (DPF) blockages that lead to costly maintenance, preventing injector fouling and maintaining fuel systems integrity, and extending fuel filter life to minimize unplanned downtime.

Presented by

Leo Verruso - Advanced Fuel Solutions

Room

Cezanne 1 & 2


Leo Verruso is the General Manager of Advanced Fuel Solutions (AFS) since 2011 and has been an active member of our industry for over 30 years. AFS manufactures fuel additives to enhance the performance of all liquid fuels. Leo is an active Board Member of the newly rebranded National Energy & Fuels Institute (NEFI), as well as on the Board of Hudson Valley Oil & Energy Council and Upstate New York Energy Association. In addition to his position at AFS, Leo is the co-founder of Vets2Techs, a 501(c)(3) organization to help connect United States Military Veterans with the workforce development needs of the energy industry.


Federal Incentives and Grants
MONET 1, 2 & 3 | More Info >
Session Info

IFederal Incentives and Grants

Description

Description coming soon!

Presented by

Anne Steckel - NEFI

Room

Monet 1, 2 & 3


Anne Steckel bio coming soon!


Oversight: The Weakest Link in Your Company Defense Against Lawsuits
DEGAS | More Info >
Fulfilling the Strategic Planning Imperative
MATISSE | More Info >
Session Info

Fulfilling the Strategic Planning Imperative

Description

A one-hour moderated panel discussion on creating a vision and defining a pathway toward sustained growth and resiliency for propane and heating oil marketers. The objective is to provide clear and manageable steps for developing a multi-year plan of action that will build an organization with capability of continuing growth and profitability, with the flexibility to adapt to rapidly shifting market conditions. Attendees will leave with a clear framework for creating or refining their strategic plans, tailored to the unique challenges of the fuel delivery industry.

Presented by

Marty Kirshner - Gray, Gray & Gray, Bryan Pearce - Gray, Gray & Gray, Robert Levene - Gray, Gray & Gray

Room

Matisse


Marty Kirshner, CPA, MSA, is the Partner leading the Energy Practice Group at Gray, Gray & Gray, LLP. He serves fuel oil and propane clients as a strategic advisor and consultant on all aspects of financial and business operations. Marty also currently serves as Treasurer of the National Fuel and Energy Institute (NEFI).


Bryan Pearce is the Director of Strategic Business Planning at Gray, Gray & Gray, where he leads professionals from across a range of disciplines to assist clients seeking to develop intentional growth strategies for their businesses. His strategic insights are invaluable for fostering business development and employee success.


Robert Levene is the Director of Operational Efficiency Consulting for energy companies at Gray, Gray & Gray. He specializes in optimizing business operations and enhancing employee productivity, providing practical solutions for industry challenges.


For more information or to become a sponsor, please contact Jessica Levaggi at:

617-804-2222 or jessica@nefi.com

©2025 National Energy & Fuels Institute. All rights reserved.
Privacy Policy