Educational Sessions | HEAT Show

Educational Sessions



EXPERT INSIGHTS FROM YOUR INDUSTRY'S KNOWLEDGE LEADERS

3 Days, 6 Tracks, 42 Sessions: All Live & In-Person


The liquid heating fuel industry's leading experts and influencers are presenting live and in-person at the 2021 HEAT Show. This year, we are excited to once again offer a range of management education and technical training sessions.

The Management Track registration includes three days of sessions in multiple focus areas, including Biofuels, Business, Policy, and Propane. The Technician Track also includes multiple focus areas spread out over two days, and companies have the option to sign up their technicians for one or both days; the two-day registration includes a $25 discount.

Use the links below to view the education sessions by track and by focus area, and head to the Attendee Registration page to sign up your managers and technicians today. NOTE: all registrations include at least one free meal and access to the Trade Show floor.

Focus Area

MONDAY, SEPTEMBER 13, 2021

10:00 AM - 11:00 AM
Making a Smooth Transition to B20 this Winter: How Can a Retail Marketer Transition Smoothly and Build Customer Loyalty?
Stephen Boracchia, ET Products

A primer on understanding how B20 will be blended, stored and used by suppliers and how that will affect downstream performance for the dealer's customers. The intended audience are dealers and the focus is on understanding quality, how to select quality between suppliers and preventing or fixing quality issues that can come up. The end game is how that builds customer loyalty and improves the business relationship between a dealer and his/her customers.

Stephen Boracchia is the National Accounts Manager for ET Products. He previously worked for Mobil Oil, Nalco Chemical, and Innospec. Stephen spent his career on the east coast working in refineries, terminals, and with dealer fuel quality issues; including Sunoco Philadelphia Refinery Complex, Sun Toledo, Marathon Oil, HESS Port Reading and Bayway refineries and terminals.


11:30 AM - 12:30 PM
Economics of Biodiesel
Stephen Sack, Sack Energy

The roadmap to net-zero must include the lower emission energy solution of biodiesel. Incorporating biodiesel blending into your business and the economics behind it will be the focus of this session.

Stephen Sack is a fifth-generation owner of Sack Energy which he has grown to be one of the largest distributors of renewable liquid biofuels, directly impacting and decreasing carbon emissions over the past ten years. He is a member of the board of directors for Connecticut Energy Marketers Association (CEMA) and Massachusetts Energy Marketers Association (MEMA), former board member of the National Oilheat Research Alliance (NORA) and a member of the National Energy & Fuels Institute (NEFI).


2:00 PM - 3:00 PM
Act Now for a Cleaner Tomorrow
Renewable Energy Group, Presenter TBD

The long-term effects of greenhouse gas emissions are not going away. Carbon emissions are cumulative, meaning the damages of those emitted today are greater than those of yesterday. This also means acting today to reduce your carbon emissions will have a greater return in the future. Learn about the resources and technology available to act now to create a cleaner tomorrow. You will learn technical details behind emission sciences and emission-based targets, how reducing carbon emissions today leads to greater returns in the future, and the technologies that exist that can significantly cut carbon in the home heating and energy industry.


TUESDAY, SEPTEMBER 14, 2021

8:30 AM - 9:30 AM
Protecting Heating Fuels and Biofuels in Outside Tanks
Barry Aruda, Advanced Fuel Solutions

Join Barry Aruda of Advanced Fuel Solutions, Inc. to learn about how protecting outside tanks begins upstream, why water plays a role in how cold weather fuel management is handled and what solutions work and why. Covering distillate and biodiesel blends, learn the best practices for year-round protection and housekeeping.

Barry Aruda is the Northeast Regional Manager, covering New England for Advanced Fuel Solutions. He is involved in state associations with the heating oil associations, as well as the trucking communities here in the region. In addition to conducting educational sessions, he services his clients throughout New England with their fuel-quality programs, providing consultative strategies to maximize efficiency and the bottom line for those businesses.


9:50 AM - 10:50 AM
How Babington Burners Work
Gary Sippin, Sippin Energy

The Babington Burner has the potential to revolutionize home heating. Developed originally as a heat source for the U.S. Armed Forces, it has undergone extensive, real world use in the field and has demonstrated its ability to produce heat from combustion of a wide variety of fuels. But can it work for home heating? This session will detail the technology, then will look at the application of this technology to our industry.

Gary Sippin not only is the president of Sippin Energy in Connecticut, a home heating retailer, but he has worked with Babington for over a decade exploring the application of their burner in our industry. He is also the founder of the Destwin Energy software company.


11:00 AM - 12:00 PM
Evolving Opportunities created by Decarbonization
Jim Todd, RW Beckett

Discussing affordable stand-alone and hybrid net zero solutions as available responses to decarbonization and electrification legislative efforts maximizing today's systems and known technologies. Economical based opportunities for both your customers as well as your service & oil supply departments.

Attendees will learn:

  • How to bring existing systems up to tomorrows net zero standards.
  • How to partner with heat pumps and maintain your customer base.
  • How to present our net zero solutions to your customers.
  • Using net zero headwinds as opportunities rather than barriers to growth.

Jim Todd has been in the HVAC industry for over 35 years. He holds a Connecticut S1, Unlimited Heating and Cooling Contractors license, various HVAC certifications, He is also a national member of OESP and a published vocational author. Presently he is a Technical Sales and Support Leader at Beckett working directly with numerous customers, wholesalers, sales, factory engineers, and OEM personnel performing technical support and training.


MONDAY, SEPTEMBER 13, 2021

10:00 AM - 11:00 AM
Fighting the Electrification Movement at the Local Level
Rich Carrione, Gary Corbett, Warm Thoughts Communications

In this session, attendees will hear from RLHF leadership taskforce member Rich Carrione and PGANE marketing committee co-chair Gary Corbett, who will focus on what dealers can and should be doing at the local level to communicate the renewable energy gospel, inform about the pitfalls of electrification and grow their businesses at the same time. Program content will include: Using customer and demographic data to guide your communication. Striking the right balance - when do I promote the industry and when do I promote my company? Utilizing public relations and other attention-grabbing tactics to influence the market and move the conversation. Leveraging available tools from NEFI, Project Carbon Freedom, state associations and other resources.

Gary Corbett is a digital marketing consultant with Warm Thoughts Communications who has been working in online marketing for over 10 years where he has helped dozens of the nation's leading retail energy companies improve their web presence, search capabilities and direct advertising.


Rich Carrione is director of operations with Warm Thoughts Communications. An 18-year industry veteran, Rich is responsible for developing and executing some of the industry's most successful customer communication programs. These efforts range from NORA-funded Bioheat® fuel campaigns and real estate outreach programs, to anti-gas and anti-electrification initiatives. Rich has been deeply involved in the Renewable Liquid Heating Fuel Taskforce since its inception, serving as a member of its leadership group.


Recruiting and Acquiring the Best Talent from the Next Generation
Michael Dungan, Sales Engineers, Inc.

This presentation is designed for managers and business owners who are looking to acquire the next generation of talent for their business. Throughout the presentation we will cover how to recruit and acquire young talent to push your business to the next level, misconceptions of what Millennial's and Gen Z look for in the workplace, how to effectively communicate and work with the younger generation, what excites the younger generation, what small changes you can make today to recruit young talent, what young talent look for from their employer, and what you should expect from your new employees.

Michael Dungan has worked in the HVAC and Plumbing, and natural gas industry for the past 6 years. He is a Manufacturer's Representative certified and specializes in natural gas installations in residential, commercial, multi -family, manufactured housing, and VRF equipment sales.


11:30 AM - 12:30 PM
Growth and Diversification Strategies for the Next Generation
Steven Abbate, Cetane Associates; Aimee Allen, Aimee LaBrake Consulting; Kendall Rawls, the Rawls Group

The retail propane and heating oil industry is experiencing a variety of history-making changes. NextGen leaders especially are faced with an enormous burden. If their parents decide to sell, what does this mean for their future, or if the parents decide to stay, will they be able to take on the challenges? And there has never been a better time to grow and diversify your business through acquisition. Low interest rates, advantageous tax programs, and lenders looking to deploy capital are just a few reasons buyers have been aggressively looking for businesses to acquire. In this session, we will tackle the hard truth of what being in the family business means and how NextGen leaders can help protect their own futures, as well as the legacy their parents have built and how to prepare your company for double-digit growth and how to identify the best candidates to acquire.

With more than 30 years of experience in the downstream energy industry, Steve Abbate has been involved in the acquisition or sale of over 200 retail energy marketers providing a range of consumer products and services including propane, fuel oil, gasoline, diesel fuel, trucking, and HVAC. Steve has consulted with and performed financial and operational evaluations on hundreds of retail energy businesses all over the United States. Steve is recognized as an expert in the field of end-use energy company valuations. He is a published author on subjects including operational efficiencies, business valuations, hedging techniques, cash flow management and mergers and acquisitions.

Aimee (LaBrake) Allen has more than twenty years of experience designing marketing and sales strategies, facilitating leadership, marketing, sales training, and coaching in self-awareness, communication skills, and overall soft skills. She facilitates sales and leadership development programs for organizations and is a frequent speaker presenting leadership, feedback, and management topics. She is an adjunct professor of business management, leadership, marketing, and communications and has received awards for marketing and sales campaigns.

Kendall Rawls is the Director of Development for The Rawls Group. She has navigated issues that many business-owners face including, working effectively with family, building rapport with key management and outside strategic partners, influencing teamwork, and implementing strategic initiatives to drive growth and increased performance of an organization. Kendall knows and understands the challenges that impact the success of entrepreneurial owned businesses, and offers a unique perspective derived from her background and her experience as a second-generation, family-member-employee of The Rawls Group.


You've Spent the Marketing Dollars, Now What?
Esther Angell, Cargas

You've spent the money to buy an ad, build a website, or send a mailer. Now what? Learn how technology can help you turn your marketing spend into real-world results. We'll discuss the top sales and marketing challenges facing fuel marketers and how savvy businesses are leveraging technology to increase sales, add new customers, and keep the ones they have.

Esther Angell is Vice President of CRM products at Cargas, overseeing growth for the CRM business unit and empowering each member of her team to reach their full potential. Esther has more than a decade of experience in the oil and gas and manufacturing industries, as well as more than 15 years of sales and marketing experience. She has served on the board of directors for the Women's Energy Network.


2:00 PM - 3:00 PM
Myth v. Reality - What the 2021 Industry Survey Tells Us
Phil Baratz, Angus Energy; Marty Kirshner, Gray, Gray & Gray

The retail heating oil distribution industry is undergoing significant changes, from ongoing consolidation, to product diversification, to shifting demographics, to mounting environmental pressures. The perception is of an industry whose leadership is grappling with these changes while also managing day-to-day business issues and the residual effects of a global pandemic. What is the reality for heating oil? Is the future as bleak as some pessimists are predicting? Or will we find our way through the current crisis? This session is based on the annual industry survey conducted by Gray, Gray & Gray and will examine the following:

  • Which statistics are misleading? Which are spot on?
  • What are successful companies doing to remain that way?
  • What are the key front line financial trends?
  • What problems pose the most immediate threats?
  • Which issues are really non-issues?
  • What do today's customers expect from their Heating Oil dealer?
  • What will the retail Heating Oil market look like next year? In 5 years? In 20 years?

Phil Baratz is CEO and co-founder of Angus Energy, which began providing hedging services in 1991, and has grown steadily, providing services to over 600 clients, including public companies and municipalities. He is a board member of several industry associations as well as several privately-owned energy companies. Phil writes monthly columns in Indoor Comfort Magazine, has been published in other trade publications, and is a frequent speaker and panelist at propane and fuel oil industry gatherings.

Martin D. Kirshner, CPA, MSA is a Partner & Energy Practice Chair at Gray, Gray & Gray where he oversees all aspects of the firm's relationship with propane and fuel oil marketers, including audit, accounting, compliance and strategic planning services. He is a frequent speaker at energy industry conferences and trade shows, and a regular contributor to energy industry publications.


Marijuana: Coping with Legalization, TBD
Federated Insurance


3:20 PM - 4:20 PM
eCommerce to Attract, Nurture and Retain Profitable Digital Fuel Customers
Mark Stillman, John Vrabel, Energy Engine

As fuel dealers scramble to meet the e-commerce demands of today's digital consumer, knowing the steps to take and the mistakes to avoid is critical to capturing your share of the market. This session will address the over 2 dozen most frequently asked questions from fuel dealers including

  • The digital consumer's most important expectations.
  • How to convert, nurture and develop loyalty with digital consumers.
  • Why digital personalization is essential and how to do it.
  • The Benchmarks - how many gallons to expect, the costs to acquire a customer, loyalty rates, and more.
  • The costs, the savings and the profitability of e-commerce.
  • Effective marketing automation designed for fuels.
  • Shape, Shape, And more!

Mark Stillman & John Vrabel spent well over a decade advising and guiding fuel dealers on the best practices for using the internet and e-commerce to attract, nurture and retain profitable digital fuel customers.


It's Official! Visa Credit is Not Your Friend
Larry Richmond, Richmond Financial Services

After more than 15 years, the heating fuels industry is no longer eligible to participate in a reduced Visa Credit interchange category, resulting in a significant increase to the likes which the industry has never seen before. The unfortunate turn of events is further compounded by one of Visa's largest general rate increases in the last 25+ years. Both of these interchange increases simultaneously went into effect on April 16th, acting as a double-edged sword, magnifying the processing expenses associated with Visa Credit Cards. This session will examine the problem and present money-saving ideas for retailers.

Larry Richmond is the nationally recognized authority and visionary of utility rate processing for the heating fuels industry with multiple landmark accomplishments to his credit over the last two decades. Dating back to his years as the founder of AVATAS, Larry has personally worked with and been accountable to more than 1000 energy companies located across the country, ranging in size from small local operators to publicly traded conglomerates operating in multiply states. Larry successfully lobbied MasterCard to reclassify home heating retailers into a lower risk utility processing category, resulting in billions of dollars of savings for the heating oil and propane industries.


Creating Corporate Culture that is All-In on Renewable Liquid Heating Fuels
David Heiser, PriMedia

You know how important Renewable Liquid Heating Fuel is to your company's future. The new administration is focusing on clean energy, your state and local legislatures are considering carbon taxes and other emissions reduction regulations, and your customers are looking for ways to reduce their carbon footprint. You may be marketing and selling Renewable Liquid Heating Fuel or Bioheat® fuel but your staff may not understand all the benefits it offers your customers, your community, or your company! PriMedia will take you through the steps you need to get your whole team behind RLHF, from CSRs and drivers to service techs and sales reps. We'll look at several opportunities for you to turn long-term staffers and new employees to RLHF cheerleaders who promote your fuel and your future.

David Heiser is the Regional Sales and Marketing Coordinator for PriMedia, Inc. He has represented PriMedia for over 20 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 training. In addition to his other responsibilities, David is also head of advertising services for Oil & Energy Magazine.



TUESDAY, SEPTEMBER 14, 2021

8:30 AM - 9:30 AM
What's the Bigger Bang for the Buck: High Efficiency Oilheat Equipment or Heat Pumps?
Tom Butcher, NORA

States in the Northeast are pushing to lower building carbon emissions by converting from fuel-fired boilers and furnaces to heat pumps which will be powered by future, renewable electricity. Annual operating cost of current systems and heat pumps depends on many factors including fuel price, boiler and furnace system efficiency, electricity price, heat pump performance (CoP) over a wide range of heating temperatures, and the local climate (annual degree days). In this presentation, NORA’s work on heat pump and fuel-fired system performance will be reviewed leading to conclusions on the payback of a heat pump conversion and the impact of boiler and furnace system efficiency.

Dr. Thomas A. Butcher – Technical Director of the National Oilheat Research Alliance where he leads a group providing the technical support needed to develop a more efficient, renewable future for this industry. Tom has a long history of research work on energy systems, air pollutant emissions, and the use of biofuels in boilers and furnaces.


Marketing in 2021: Attracting, selling to, and delighting homeowners from start to finish
Laura Nelson, Signpost

In this session, we'll talk about marketing to and communicating with customers every step of the way so that you can attract more leads, close more jobs, and drive more word-of-mouth. We discuss the most critical points when homeowners interact with your business, and show how you can:

  • Stand out on Google
  • Optimize and improve your online reviews
  • Use software tools to communicate with prospects and customers
  • Convert more browsers to buyers
  • Elevate your customer experience to drive more word-of-mouth and referrals

Laura Nelson has marketed, sold to, and collaborated with local service businesses for over 10 years of her career as a marketer and business manager. She is currently VP of Marketing at Signpost, following progressive roles with Broadly, Reputation.com, and Patch.


9:50 AM - 10:50 AM
Strategic Leadership for the "New Normal": Partnering with the Tuck School of Business at Dartmouth to Future-Proof Our Industry
Kaitlin Dumont, Tuck School of Business


Cybersecurity: How to Protect Your Business from Ransomware and Malicious Hacking
Akuity


11:00 AM - 12:00 PM
Joint Venture Case Study, An Alternative Acquisition Strategy
Craig Snyder, BantamWesson, Marty Kirshner, Gray, Gray & Gray


Propane Business Opportunities: The Market for Autogas
Stephen Whaley, PERC

Stephen Whaley is the Director of Autogas Business Development for the Propane Education & Research Council. Whaley manages the over-the-road market portfolio for PERC. He is responsible for growing propane autogas market share in on-highway light-, medium- and heavy-duty vehicle markets. He focuses on new product research and development, product launches, maintenance and growth in existing market segments, as well as potential new market development opportunities.


MONDAY, SEPTEMBER 13, 2021

10:00 AM – 11:00 AM
Growing Propane Gallons and Margins: A Roadmap for Success
Elaine Levin, Powerhouse; Rich Larkin, Hedge Solutions; Phil Baratz, Angus Energy

This session will bring together the top hedging experts in the industry. This panel will concentrate on three areas that can impact propane gallons and margins: Hedging and customer programs; The accounting side of hedge transactions/ pricing programs; Optimizing the actual deliveries that lead to the hedges and the accounting issues. In addition, our panel of experts will address a wide range of questions, including: Where do you see propane prices headed this winter? What is the biggest opportunity for propane marketers? What is the biggest risk for propane marketers today? And much more.

Phil Baratz is CEO and co-founder of Angus Energy, which began providing hedging services in 1991, and has grown steadily, providing services to over 600 clients, including public companies and municipalities. He is a board member of several industry associations as well as several privately-owned energy companies. Phil writes monthly columns in Indoor Comfort Magazine, has been published in other trade publications, and is a frequent speaker and panelist at propane and fuel oil industry gatherings.

Elaine Levin is President of Powerhouse. Prior to Powerhouse, Elaine was Vice President, Futures Specialist at Morgan Stanley. She has taught the principles of price risk management to hundreds of senior energy industry executives. Elaine was the principal instructor for the highly regarded OPIS Fuel Hedging Universityfor over 14 years.

Alan H. Levine, Chairman and Chief Executive Officer of Powerhouse, has been a petroleum specialist for over 50 years and is an expert on the relationship of energy futures to cash petroleum markets. Mr. Levine was an internationally recognized specialist on crude oil pricing and petroleum business practice and served as an expert witness for the Government of Israel regarding the value of crude oil in the Sinai desert. He was a regular contributor to The American Oil & Gas Reporter, writing the monthly column, "Market Matters."

Rich Larkin is a 24 year veteran of the heating oil, gasoline, propane and natural gas industry. He founded Hedge Solutions in 1993 to offer clients independent and trustworthy purchasing and hedging advice. He knows all the challenging buying and selling details of the energy industry with early roots extending to Wyatt Energy. He is responsible for overseeing Hedge Solutions' management and business objectives, while focusing on his own book of clients' hedging and purchasing strategies.


11:30 AM – 12:30 PM
What’s Up with Propane Steel Tanks?
Scott Roberts, Quality Steel

Having problems sourcing steel propane tanks? Scott Roberts from Quality Steel will discuss the current status of propane steel tank supply, what the problem is, why it occurred, and the outlook for supply through this winter. He’ll also provide some useful ideas on how you can cope with any supply issues you encounter. Critical information for all propane dealers.


2:00 PM – 3:00 PM
Propane Safety Do’s and Don’ts
Brent Cammett, P3 Propane Safety

When propane marketers are at their busiest that is when mistakes can happen. And mistakes in the propane industry can be severe even leading to the loss of life. To ensure you avoid these mistakes, it is paramount that you have the proper safety protocols in place to protect you and your customers. This presentation will cover the best practices of propane safety and what pitfalls to avoid, including: 1] The importance of clearly defined Policies and Procedures; 2] Proper safety documentation; 3] Employee training: what training is needed and who needs to be trained. In addition, we will cover the proper marketing you should be using to ensure you are following both state and federal guidelines.

Brent Cammett is Senior Consultant, Safety and Training, P3 Propane Safety. He has 20 years of experience in the fuel industry working in several safety management and operational roles. He has led multi-state safety programs, conducted and instructed safety training, completed safety audits, and investigated incidents across New England. On top of his safety management credentials, he was previously the owner and operator of a fuel company.


3:20 PM – 4:20 PM
The New Look of Propane: Energy for Everyone
Leslie Anderson, PGANE

The national energy conversation has shifted toward electrifying everything, making it imperative for us to convince consumers that propane is a vital part of the energy mix. The new Energy for Everyone brand strengthens the propane industry's voice and asserts our commitment to reducing emissions and ensuring energy equity on the path to zero. Learn about the new brand, key messages, and how to put it to work for you and your business.


TUESDAY, SEPTEMBER 14, 2021

11:00 AM – 12:00 PM
The Market for Autogas
Leslie Anderson, PGANE

When propane marketers are at their busiest that is when mistakes can happen. And mistakes in the propane industry can be severe even leading to the loss of life. To ensure you avoid these mistakes, it is paramount that you have the proper safety protocols in place to protect you and your customers. This presentation will cover the best practices of propane safety and what pitfalls to avoid, including: 1] The importance of clearly defined Policies and Procedures; 2] Proper safety documentation; 3] Employee training: what training is needed and who needs to be trained. In addition, we will cover the proper marketing you should be using to ensure you are following both state and federal guidelines.


TUESDAY, SEPTEMBER 14, 2021

8:30 AM - 9:30 AM
Drug & Alcohol Clearinghouse Update and the Role of a Designated Employer Representative (DER) in Your Company
Matt Pappas, ARCpoint Labs

Stephen Whaley is the Director of Autogas Business Development for the Propane Education & Research Council. Whaley manages the over-the-road market portfolio for PERC. He is responsible for growing propane autogas market share in on-highway light-, medium- and heavy-duty vehicle markets. He focuses on new product research and development, product launches, maintenance and growth in existing market segments, as well as potential new market development opportunities.


9:50 AM - 10:50 AM
Federal DOT Update
Rick Schweitzer, NEFI

This session will be a comprehensive overview of DOT regulations and legislation that are new or forthcoming, including:

  • The Entry-Level Driver Training Rule scheduled to go into effect in February 2022;
  • Delay of the Medical Certificate integration into the CDL until June 2025;
  • Status of the DRIVE Safe Act, which if enacted would allow 18-20 year-old drivers to operate commercial motor vehicles in interstate commerce;
  • The motor carrier safety provisions in the House surface transportation that are likely to go into effect:
    • review and potential revision to the driver hours of service rules changes in 2020, including expansion of the short-haul exemption;
    • a comprehensive safety analysis of all driver and carrier exemptions, and new conditions on using such exemptions;
    • revisions to the CSA methodology to identify at risk carriers for enforcement actions;
    • rulemaking on screening for sleep apnea in drivers; and
    • changes to the minimum liability insurance requirements for for-hire motor carriers.

    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.


11:00 AM - 12:00 PM
Federal Legislative and Regulatory Update
Jim Collura, Anne Steckel, NEFI

This session will cover one of the most volatile legislative years in recent memory, with the Biden administration moving Left on energy and environmental issues, and Congress in flux between a Liberal House and a moderate Senate, barely controlled by Democrats. This timely session will present up-to-the-minute developments on what’s happening in Washington and how it may affect your business.

Jim Collura is Vice President and Director of Government Affairs at the National Energy & Fuels Institute (NEFI), a trade association that has represented Main Street energy providers since 1942. Jim spearheads NEFI’s advocacy efforts in Washington, DC and fights daily to promote and defend the industry before Congress and federal agencies. He is also responsible for developing key coalitions and partnerships with allied organizations that are pivotal to success in today’s political environment. Jim worked for U.S. Senator Judd Gregg, a Republican from New Hampshire, and a prominent faith-based organization before joining the NEFI team in 2005. He holds a bachelor’s degree in Politics from St. Anselm College in Manchester, New Hampshire.

Anne Steckel is Principal and Founder of Ardent Strategies, LLC, a consulting firm focused on energy, agriculture, environmental and transportation issues. Anne has over 20 years of Washington, D.C. experience, having worked on legislative, regulatory, advocacy, policy and political issues on and off Capitol Hill.

Prior to founding Ardent Strategies, Anne worked at the National Biodiesel Board (NBB), running the Washington, DC office and spearheading outreach to the White House, Congress and Executive Branch. She has also lead policy efforts for Growth Energy and American Farm Bureau Federation. Anne spent years working on Capitol Hill, for both Senators and Members of the House of Representatives. Anne helps NEFI craft biofuels policy and consults on political and regulatory issues. She provides crucial advocacy on Capitol Hill, at the White House, Environmental Protection Agency (EPA), Department of Energy, and Department of Agriculture.

TUESDAY, SEPTEMBER 14, 2021

11:00 AM – 12:00 PM
Weathering the Perfect Storm - Proactive Measures and Best Practices to Ensure Dealer Sustainability
Women in Energy Panel


WEDNESDAY, SEPTEMBER 15, 2021

9:40 AM – 10:40 AM
Join the Conversation about Mentorship
Women in Energy Panel

Focus Area

TUESDAY, SEPTEMBER 14, 2021

8:30 AM – 9:30 AM
Protecting Heating Fuels and Biofuels in Outside Tanks
Barry Aruda, Advanced Fuel Solutions

Join Barry Aruda of Advanced Fuel Solutions, Inc. to learn about how protecting outside tanks begins upstream, why water plays a role in how cold weather fuel management is handled and what solutions work and why. Covering distillate and biodiesel blends, learn the best practices for year-round protection and housekeeping.

Barry Aruda is the Northeast Regional Manager, covering New England for Advanced Fuel Solutions. He is involved in state associations with the heating oil associations, as well as the trucking communities here in the region. In addition to conducting educational sessions, he services his clients throughout New England with their fuel-quality programs, providing consultative strategies to maximize efficiency and the bottom line for those businesses.


9:50 AM – 10:50 AM
How Babington Burners Work
Gary Sippin, Sippin Energy

The Babington Burner has the potential to revolutionize home heating. Developed originally as a heat source for the U.S. Armed Forces, it has undergone extensive, real world use in the field and has demonstrated its ability to produce heat from combustion of a wide variety of fuels. But can it work for home heating? This session will detail the technology, then will look at the application of this technology to our industry.

Gary Sippin not only is the president of Sippin Energy in Connecticut, a home heating retailer, but he has worked with Babington for over a decade exploring the application of their burner in our industry. He is also the founder of the Destwin Energy software company.


11:00 AM – 12:00 PM
Evolving Opportunities Created by Decarbonization
Jim Todd, R.W. Beckett

Discussing affordable stand-alone and hybrid net zero solutions as available responses to decarbonization and electrification legislative efforts maximizing today's systems and known technologies. Economical based opportunities for both your customers as well as your service & oil supply departments.

Attendees will learn:

  • How to bring existing systems up to tomorrows net zero standards.
  • How to partner with heat pumps and maintain your customer base.
  • How to present our net zero solutions to your customers
  • Using net zero headwinds as opportunities rather than barriers to growth

Jim Todd has been in the HVAC industry for over 35 years. He holds a Connecticut S1, Unlimited Heating and Cooling Contractors license, various HVAC certifications, He is also a national member of OESP and a published vocational author. Presently he is a Technical Sales and Support Leader at Beckett working directly with numerous customers, wholesalers, sales, factory engineers, and OEM personnel performing technical support and training.



WEDNESDAY, SEPTEMBER 15, 2021

10:50AM – 11:50AM
Net-Zero: Tank to Burner Solutions
Jeff Rozga, R.W. Beckett

A detailed discussion on certified technologies which will enable you to adapt your customers system today and create safe, effective, and reliable net zero system solutions for tomorrow. Attendees will learn about adapting system components for biofuels: What's changed, what's different and why does it matter to you and your customers.

Jeff Rozga is the Technical Trainer for the R W Beckett Corporation in Northeast Ohio. Jeff has been with the R. W. Beckett Corporation for over 41 years. He provides training to contractors and distributor personnel, supporting our regional Sales Representatives. Jeff's areas of responsibility have included manufacturing, product development, field applications and troubleshooting burner systems.


TUESDAY, SEPTEMBER 14, 2021

8:30 AM – 9:30 AM
A/C Troubleshooting
Dan Jacher, Lennox

This session will focus on AC Troubleshooting – an overview of the most common problems and how to prevent them in the first place. Best practices for call back free installations.

Dan Jacher is Residential Field Technical Consultant for Lennox Industries, Inc.


11:00AM – 12:00PM
Sizing and Understanding Residential Fresh Air Ventilation
Rick Glownia, JAD Associates

Attendees will learn the importance of proper ventilation in the residential environment. We will go over the different types of approved ventilation as well as review the current ASHRAE codes being enforced by different municipalities, and how to calculate the correct amount of CFM flow.

Rick Glownia is a 49-year veteran of the heating industry. He worked for Connecticut’s largest retail fuel oil company in Hartford, CT, serving 11 years as Service Manager. He transitioned into the Manufacturer’s Rep business, working for the past 17 years for JAD Associates covering the New England states. The lines he represents include Field Controls, Allanson Ignitors, Midwest Snips, FPPF Fuel Additives and Enerco / Mr. Heater.

Rick is a certified NATE and NORA instructor for several different disciplines in the HVAC field, specializing in Indoor Air Quality and Venting.



WEDNESDAY, SEPTEMBER 15, 2021

9:40AM – 10:40AM
Growing Your IAQ Business with Honeywell Home and AirCycle
Rick Pothier, Edos

This session will focus on understanding indoor environmental conditions and issues. Specifically it will discuss the six points of control of the Air Cycle in a home (Temperature, Relative Humidity, Carbon Dioxide, Particles, Chemical Odors and Smells and Carbon Dioxide). We will discuss utilizing data to understand indoor conditions and how to bring those conditions into control. We will review of IAQ products (Filtration, UV, Ventilators, Humidifiers and Dehumidifiers.

Rick Pothier is employed as a Manufactures Sales Representative for EDOS Mfg Reps in Granby Ma. Training is a huge part of what Rick does for EDOS and the Manufactures he represents and has also done many generic trainings of products that will apply to the growing new technology the industry is experiencing. He has also developed approved NORA and NEFI technical trainings programs so CEU’S can also be offered to the technicians attending his classes. Rick is also a member and a Board of Director for ACANE and OESP and also serves on the Education Committee.


TUESDAY, SEPTEMBER 14, 2021

8:30 AM - 9:30 AM
Polypropylene Venting for Non-Condensing Oilheat Boilers
Joe Harazim, Energy Kinetics

This presentation will cover background and applications for oilheat venting with polypropylene. It’s long lasting, cleaner, and a more modern way to sidewall or chimney vent. The advancements over stainless steel liners and various venting applications will be reviewed.

Joe Harazim is an industry veteran with over 40 years of experience, including 6 years with Energy Kinetics. He started as an oil truck driver and quickly progressed into an accomplished, service technician, installer, and company manager, eventually owning his own installation company. His diagnostic skills and well-rounded hands on experience allow him to quickly provide answers and solutions. Joe provides remote and on-site technical support to heating professionals and Energy Kinetics dealers. He also teaches training courses and participates in national trade shows and organizations.


9:50 AM - 10:50 AM
Alta Combi Boilers: Learn Why It's the Easiest Condensing Boiler You'll Ever Install
Tom Secondino, US Boiler


11:00 AM - 12:00 PM
Centrotherm Polypropylene Venting
George Carey, Fluid Industrial Associates

This class will cover Centrotherm venting, including:

  • The Centrotherm Inno Flu polypropylene venting system
  • Quick & easy installation methods of the Gasketed Push-fit connection system
  • The importance of UL1738 listing
  • Approved by your trusted appliance manufacturers
  • Flexible venting products for retrofit applications using chimneys or B-vent
  • Best installation techniques

George R. Carey Jr. is Vice President at Fluid Industrial Associates (FIA) which is a manufacturer’s representative of steam and hydronic products that are sold through Wholesale Distribution for all of New England. George is in charge of all of the Training and Education for FIA. He has been at FIA since 1994 and in the heating industry since 1985. George has taught steam and hydronic courses for Northeastern University’s Continuing Education program. He has created and presented training programs for the past two decades for thousands of technicians.



WEDNESDAY, SEPTEMBER 15, 2021

8:30 AM - 9:30 AM
Grow Your Business Today with Hot Water Recirculation Sales
Hans Kuster, Aquamotion

Hot water recirculation is a fast-growing segment in our industry. You can substantially increase your business by offering these needed products to your customers by selling one with every hot water heater replacement or tankless installation. This session will cover what is hot water recirculation; its benefits; hot water comfort; products for different systems; and examination of tank, tankless, on demand one pipe, dedicated return line and under-sink systems.

Hans Kuster is the president and owner of Aquamotion, Inc.; and for 21 years was a senior vice president at Taco.



How to Select the Perfect Replacement Circulator on the Job
John Resso, Wales-Derby

Need to replace a circulator on a project? Without calling someone? Without, dare I say it, withOUT doing the Math? This one-hour program is going to review what's there, how to cross-reference and even review some troubleshooting tips with circs.

John Resso has over 30 years HVAC industry experience, which have included 20 years of experience with oil & gas, 10 years with a boiler manufacturer and 2 years with a plumbing & mechanical company. In his tenure, he has developed several training programs; built-out training facilities; designed and constructed the Wales-Darby Mobile Learning Center. John has been with Wales-Darby for 9 years as a training manager.


9:40 AM - 10:40 AM
Using Panel Radiators to "Future-Proof" Hydronic Heating Systems
John Siegenthaler, Appropriate Designs / Purmo Group

This session will show how modern panel radiators can be used with both traditional and transitional heat sources such as air-to-water heat pumps and geothermal water-to-water heat pumps. It will stress details that allow new systems, as well as existing systems, to accommodate modern heat sources will minimum modifications. It will also describe how to market modern hydronic systems to customers interested in concepts such as net-zero homes, decarbonization, and resilient design. Attendees will gain information that will help them expand their hydronic heating and cooling offerings to meet the demands of a rapidly evolving marketplace. Attendees will: 1. Understand the importance of low temperature hydronic system design. 2. See how existing hydronic heating systems can be modified for contemporary heat sources. 3. Learn how to market modern hydronic systems to consumers interested in Net Zero homes, decarbonization, and resilient design. 4.Learn methods for small scale hydronic cooling.

John Siegenthaler, P.E., is a licensed professional engineer with over 40 years of experience in designing modern hydronic systems. He is a hall-of-fame member of the Radiant Panel Association, and a presenter at national and international conferences on hydronic and radiant heating. John is principal of Appropriate Designs - a consulting engineering firm in Holland Patent, NY.



10:50 AM - 11:50 AM
Boiler Piping for High Efficiency and Reliability
Cody Mack, Caleffi Hydronic Solutions

Having a hard time getting rid of air in your hydronic systems? Do new installs really need protection from magnetic debris? Do all systems need hydraulic separation? Join Cody Mack to learn best practices and options for your hydronic systems. Where air and dirt in hydronic systems really comes from. How to get the most out of your hydronic systems and provide more value for your customers.

Cody Mack has nearly 20 years' experience as an installation contractor, service technician, application engineer and, most recently, as training manager for Caleffi North America. He's a family man, gear-head, and motorcycle enthusiast with a common-sense approach to hydronics.



TUESDAY, SEPTEMBER 14, 2021

8:30 AM – 9:30 AM
Riello 40-Series Gas Burners, Overview and Troubleshooting
Joe Sacco, Riello

The course will be focused on how to correctly size and set up the Riello gas burner with some “How To” service tips.

Joe Sacco began his career in 1987 as a service technician working for a small oil company, Chatham Fuel, in upstate NY, where he installed and serviced oil and propane heating systems. He started with Riello in 2006. A large part of his job consists of conducting Riello training seminars throughout New York, Pennsylvania and New England; as well as maintaining relationships with OEMs, wholesalers and heating contractors.


9:50 AM – 10:50 AM
Troubleshooting Tips – Looking Beyond the Symptoms
NORA


How to be an Assertive Technician
Roger Daviston

In this class, Roger will present the concepts of assertiveness. Technicians tend to be passive or aggressive, and customers tend to be passive-aggressive. Roger will shed light on the differences in behavioral styles and give you strategies to take the game playing out of the service and sales process. You'll learn how to ask for what you want assertively in order to be a more effective service technician.

Roger Daviston is a personal growth consultant who gets measurable results. He facilitates and encourages individuals to change behavior and make different choices to achieve better outcomes. He helps clients, especially HVAC companies, understand where they need to grow, whether in skills development, overcoming limiting beliefs, changing perspective in their identity or aligning behavior with core values. He has extensive experience in HVAC, having started a residential replacement HVAC business.


11:00 AM – 12:00 PM
Navigating your service calls with the Carlin Pro X smart primary control
John Dunleavey, Carlin Combustion Technology

This session will look at key aspects of the 70200 Pro X oil primary control including:

  • wiring overview
  • programming and set up
  • navigating fault history and total history
  • understanding fault messages and what they mean

John Dunleavey is the Territory manager, Southern New England, for Carlin/Hydrolevel

TUESDAY, SEPTEMBER 14, 2021

9:00AM – 3:30PM
NORA Advanced Hydronics
Tim Doran


NORA Advanced Steam
Rich Michael


Schedule is subject to change.

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

617-804-2222 or jessica@nefi.com

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