September 25-27, 2025 – San Diego, CA | REGISTER »

September 25-27, 2025 – San Diego, CA
REGISTER »

Agenda

Thursday, September 25th

11:00 AM – 4:00 PM

Marriott Grand Ballroom Registration Desk

Attendee Check-in & Registration

12:00 PM – 12:45 PM

Rancho Santa Fe 3

KBx Advisory Board & KBx NextGen Lunch

1:00 PM – 1:45 PM

Pacific Ballroom 21-22

KBx and K&BA Member Breakout & SupplyConnect Prep

1:00 PM – 2:45 PM

Marriott Grand Ballroom Salon 12-13

Exterior Contractor Alliance & Exterior Contractor Alliance Trailblazer Breakout

1:00 PM – 2:45 PM

Rancho Santa Fe 2

Traffic Safety Solutions Breakout

2:00 PM – 2:45 PM

Coronado

Home Solutions + MultiFamily Solutions Meet & Greet

2:00 PM – 2:45 PM

Pacific Ballroom 14-20

SupplyConnect (KBx and K&B Alliance Only)

3:00 PM – 4:30 PM

Marriott Grand Ballroom 5-9

Welcome Session with Keynote by Dave Berke (All Members, Suppliers, Spouses & Guests)

4:30 PM – 5:30 PM

Marriott Grand Ballroom Foyer

Welcome Reception + Give Back Event (All Members, Suppliers, Spouses & Guests)

5:30 PM – 9:00 PM

Pacific Ballroom 14-20

SupplyConnect (ALL)

This high-energy tradeshow-style event is far and away the best opportunity to visit with FEI Group’s exclusive roster of supply partners all in one place. You’ll see their latest lines up close and personal while mingling with the FEI community over dinner and drinks. We’ll also have games and prizes, so come ready for business and fun!

5:30 PM – 9:00 PM

Coronado Terrace

Spouse/Guest Dinner

We have an unforgettable night planned for your spouses and guests: dinner, drinks and dueling pianos on the hotel’s Coronado Terrace. The Shout! House, San Diego’s most popular dueling piano show, will perform on the terrace and can play it all. Come ready to eat, drink, sing and shout! 

Friday, September 26th

7:00 AM – 8:00 AM

Rancho Santa Fe 3

Friends of Bill Meeting

For more information, contact Earl Ward at 651-788-6547 or eward@feigroup.net

7:30 AM – 8:00 AM

Marriott Grand Ballroom Pre-Function

Coffee + Snacks

8:00 AM – 9:30 AM

Marriott Grand Ballroom 5-9

General Session with Keynote Ali Wolf, Chief Economist at Zonda

After opening remarks by the FEI team, we’ll dive into what’s happening in the housing market, understanding what recent events and longer-term trends mean for the future of the homebuilding industry and wider economy. Zonda’s Chief Economist will decode the latest data on the housing market, deep-dive into the regional differences, and parse out the varying market views of today’s buyers and sellers.

View Ali's BIO »

Ali WolfAli Wolf

Chief Economist, Zonda

Ali Wolf is the Chief Economist for Zonda, the largest new home construction data company in North America. As head of the Economics Department, Ali manages and analyzes the content for Zonda, runs special research projects, strategizes with the nation’s largest homebuilders, and presents nationwide covering topics across the housing market and wider economy.

Ali is the creator of Zonda’s proprietary indices, including the New Home Pending Sales Index and the New Home Lot Supply Index. Ali has focused much of her career on understanding prior recessions and led the charge on ‘Millennials discussing Millennials’ in the homebuilding space. Highly regarded as an industry expert, Ali is quoted frequently in national publications including CNBC, The Wall Street Journal, Forbes, and Yahoo! Finance, and has also appeared on national and international TV and radio programs such as Bloomberg TV and Marketplace. Further, Ali serves as an advisor to the White House, providing data and insights on the U.S. housing market.

Prior to joining the Zonda team, Ali worked for another consultancy firm and was a researcher for both the Canadian and UK Parliaments. Ali holds a Bachelor’s Degree from The Ohio State University in Economics and a Master’s Degree from the London School of Economics in Real Estate Economics and Finance.

9:30 AM – 3:30 PM

Marriott Grand Ballroom Foyer

Complimentary Headshots by Laurens Antoine Photography

We’re pleased to offer this optional perk this year! Business headshots are used across many platforms. Examples include websites, LinkedIn, marketing materials, business listings, business cards and more. It can be confusing to know how to format headshots for these different applications. With Laurens Antoine’s Modern Headshots they deliver your final image in three formats to make them exceptionally easy at the client end.

More details at laurensantoine.com

9:45 AM – 10:45 AM

Learning Academy Sessions: Round 1

Getting Paid for the Work You Do – Keys to Preserving Change Orders and Claims [Marriott Grand Ballroom Salon 12-13]
Ron Ciotti, Partner, Hinckley Allen

It is critical for contractors to properly preserve their rights to claims when required to perform work beyond their contractual obligations in order to be paid for their work. We will discuss notice, timing of notice, how to properly provide notice, preserving evidence and documentation, using cost codes, resolving claims and more. We will also generally discuss how to prepare for, handle, and what protections your company may have from ICE audits and raids.

WHO: All Members and Supply Partners
ROLE: Owners, Operators, Sales & Marketing

View Ron's BIO »

Ron CiottiRon Ciotti

Ron’s practice is focused on all aspects of the construction industry. He has substantial experience representing general contractors, construction managers, subcontractors, prefabricators, modular builders, suppliers, and owners/developers in construction-related matters, including all aspects of construction law, contractual disputes, lien work, bond claims, construction and design defect claims, bid disputes in litigation and dispute resolution. Ron has litigated cases/issues before all levels of courts in numerous jurisdictions throughout the country, arbitrated disputes nationally, and advocated on behalf of clients using various forms of dispute resolution. He also has broad experience in construction transactional work, drafting and negotiating contract documents for all types of project delivery including, integrated project delivery and other highly collaborative delivery methods, design-bid-build, design build, CM-at-Risk, and other more traditional methods for both public and private projects. Ron was also the Chair of the ConsensusDocs committee that drafted and published the first-in-the-nation General Contractor/Prefabricator contract form. Ron routinely counsels his clients on all business aspects of planning, initiating, and completing construction related projects.

Web Rx: Your Website Health and Its Business Impact [San Diego Ballroom C]
Steve Kuhel, Director, MultiFamily Solutions

Your website is more than just a digital brochure – it’s a living, breathing extension of your brand and one of your most powerful business tools. In this interactive session, we’ll perform a “health check” on what makes a website effective today, from user experience and mobile responsiveness to SEO, speed, and lead conversion. You’ll gain insight into how your website’s performance directly impacts credibility, customer engagement, and bottom-line results. Walk away with actionable tips to diagnose common issues, optimize your online presence, and ensure your site is working for your business not against it. All session participants will get a complimentary web audit.

WHO: All Members and Supply Partners
ROLE: Owners, Operators, Sales & Marketing 

Build Your Competitive Advantage [Pacific Ballroom 21-22]
Lynne-Jenson Nelson, Founder, Conversion-omics Speakers & Consultants

Are you ready to stand out in today’s competitive marketplace without competing on price? In a world where every selling opportunity counts, creating clear points of differentiation is key. We have entered a new way of operating as a business, community, and industry. By delivering top-notch solutions tailored to your customers’ evolving needs, you can set yourself apart from the competition. Attend this session for easy to apply strategies to take your business to the next level.

WHO: All Members and Supply Partners
ROLE: Owners, Operators, Sales & Marketing

View Lynne's BIO »

Lynne Jensen-NelsonLynne Jensen-Nelson

Founder, Conversion-omics Speakers & Consultants

Nationally recognized business leader and highly sought-after keynote speaker, Lynne Jensen-Nelson is an engaging, results-driven business strategist with extensive experience in the construction and design industries. She has a record of establishing the vision and strategies necessary to grow an organization while successfully adapting to changing market conditions. The power-packed combination of her success in executive leadership, profitable business ownership, and high value sales shaped her perspective and created a true competitive advantage. This front row seat to what works and what doesn’t work allows Lynne to successfully guide others to reach peak performance.

Lynne founded Conversion-omics Speakers & Consultants to help organizations refine their sales approach, define their ability to differentiate, and enhance their buying experience. She brings the INFORMATION, MOTIVATION, and INSPIRATION you need to take your business to the next level. Learn more at www.conversion-omics.com.

The Burnout Breakthrough: Empowering Leaders to Prevent Workplace Burnout [Marriott Grand Ballroom Salon 10-11]
Julia Coit + Lindsey Coit, Capital H Consultants

Just last year, burnout impacted over 75% of employees, globally. Collectively, employees are stressed out, exhausted, and overwhelmed and this has huge impacts on productivity, engagement, and retention. Yet, most leaders don’t understand this workplace phenomenon, let alone know how to prevent it from happening in the first place (hint: more vacation doesn’t solve it!). This workshop is designed to equip leaders with the necessary tools and strategies to navigate and prevent burnout within themselves and their teams. We’ll delve into the core principles of resilience in leadership and uncover the seven organizational risk factors that contribute to burnout. Participants will explore practical techniques for handling stress, improving time management, and fostering and sustaining a culture of wellness on their teams.

Participants walk away knowing:

  • How to recognize burnout in yourself and others
  • The 7 root causes of workplace burnout
  • The 3 biggest myths about burnout
  • The exact steps you can take to prevent it for yourself and your team

WHO: All Members and Supply Partners
ROLE: Owners, Operators, Sales & Marketing

View Julia & Lindsey's BIO »

Julia Coit Lindsey Coit

Julia Coit + Lindsey Coit

Capital H Consultants

Julia and Lindsey are sisters, facilitators, and co-founders of capital H., a leadership development and training firm specializing in burnout, analytics, and workplace culture. With 30+ years of experience in research & analytics, leadership development and health & across global nonprofits and Fortune 500 companies, we’re passionate about using data to help organizations prioritize people and profit.

Rock Your LinkedIn Profile [San Diego Ballroom A]
Katherine Murphy, Customer Success Manager @ LinkedIn Talent Solutions – Learning

Your profile can really help you get recognized and open the door to new opportunities – whatever that looks like for you. It gives you credibility, the ability to showcase your brand, and it tells your story.

In this session, you’ll cover important aspects of LinkedIn, such as:

  • Profile photo and presentation
  • Experience and storytelling
  • Skills, Recommendations and Search Visibility
  • Posting and Participation

Whether you’re looking to make a career pivot, grow your network or simply document your contributions, the tools are there.

WHO: All Members and Supply Partners
ROLE: Owners, Operators, Sales & Marketing 

View Katherine's BIO »

Katherine MurphyKatherine Murphy, MA

Principal Customer Success Manager @ LinkedIn Talent Solutions - Learning

With over 15 years of experience in talent development, customer success, and value consulting, Katherine is passionate about helping large enterprises achieve their learning and business goals. As a Principal Customer Success Manager at LinkedIn, she works with some of the world's leading organizations to design, implement, and measure impactful learning solutions that align with their strategic priorities and workforce needs. Her credentials in Strategic Workforce Planning and Measurement & Reporting, as well as her skills in management, training, and customer service, have helped her deliver exceptional value and satisfaction to a broad array of clients. Katherine loves collaborative and diverse environments, where she can share her expertise, learn from others, and contribute to the mission of empowering people and organizations to achieve more.

11:00 AM – 12:00 PM

Learning Academy Sessions: Round 2

Leading Thru Chaos: When Leaders are Needed the Most [Pacific Ballroom 21-22]
Erik Therwanger, Founder, Think GREAT

Leaders are needed the most during the most trying times. Discover your greater purpose as a leader and unlock your potential, inspiring your team to set and accomplish important goals during challenging circumstances.

Attendees will discover the leadership strategies and techniques necessary to inspire, motivate, and influence their entire teams and co-workers during these unprecedented times. With an emphasis on creating an empowering culture, leaders will learn new ways to encourage their team members, achieve exponential growth, and experience unparalleled results. Today’s leaders will unleash the leadership potential in their teams!

Learn strategies to unify all leaders:

  • Understand how to raise the leadership bar
  • Discover new ways to communicate empoweringly
  • Set and accomplish goals, no matter what circumstances you face

WHO: All Members and Supply Partners
ROLE: Owners, Operators, Sales & Marketing

View Erik's BIO »

Erik TherwangerErik Therwanger

Founder, Think GREAT

Erik Therwanger is the visionary founder of Think GREAT, leveraging his extensive background as a U.S. Marine, executive business leader, sales professional, and entrepreneur to drive organizations towards unprecedented success. His innovative approach integrates leadership development, team building, sales training, and goal-setting into comprehensive strategies that empower both team members and leaders to surpass their goals.

Erik has delivered inspirational messages to diverse audiences, including prominent companies like U.S. Bank, Sam’s Club, Shutterfly, RE/MAX, Hubbard Broadcasting, Thomson Reuters, and U.S. Foods. He has also spoken to various armed services commands, such as the Air National Guard and the U.S. Marine Corps, as well as organizations in healthcare, education, law enforcement, government agencies, and charities like The American Cancer Society.

The Ultimate Guide to Exceptional Customer Experience [Marriott Grand Ballroom Salon 10-11]
Lynne Jenson-Nelson, Founder, Conversion-omics Speakers & Consultants

Customer experience is the new battleground for brands. Research indicates that customer experience outweighs both price and product quality as the primary brand differentiator. To thrive in this era of abundant choices and information overload, mastering the art of delivering exceptional buying experiences is crucial. Join us to discover how you can craft the unique experiences that today’s consumers crave.

WHO: All Members and Supply Partners
ROLE: Owners, Operators, Sales & Marketing

View Lynne's BIO »

Lynne Jensen-NelsonLynne Jensen-Nelson

Founder, Conversion-omics Speakers & Consultants

Nationally recognized business leader and highly sought-after keynote speaker, Lynne Jensen-Nelson is an engaging, results-driven business strategist with extensive experience in the construction and design industries. She has a record of establishing the vision and strategies necessary to grow an organization while successfully adapting to changing market conditions. The power-packed combination of her success in executive leadership, profitable business ownership, and high value sales shaped her perspective and created a true competitive advantage. This front row seat to what works and what doesn’t work allows Lynne to successfully guide others to reach peak performance.

Lynne founded Conversion-omics Speakers & Consultants to help organizations refine their sales approach, define their ability to differentiate, and enhance their buying experience. She brings the INFORMATION, MOTIVATION, and INSPIRATION you need to take your business to the next level. Learn more at www.conversion-omics.com.

Who’s Really Running the Show? The Hidden Networks That Make or Break Your Business [Marriott Grand Ballroom Salon 12-13]
Julia Coit + Lindsey Coit, Capital H Consultants

Most leaders make decisions based on org charts, gut instinct, and surface-level performance data—but the real drivers of performance, innovation, and risk live in the invisible networks within your company. These informal human networks determine who actually gets work done, where bottlenecks form, and who holds informal power in decision making. In this interactive session, you’ll experience a live Organizational Network Analysis (ONA), revealing how this powerful tool can uncover hidden talent, eliminate inefficiencies, and give you a competitive edge. Whether you’re planning for succession, breaking down silos, or preparing for a merger, ONA provides the real-time intelligence you need to lead with precision. Walk away with a framework to assess your own networks and start making high-impact, high-speed decisions today.

Key Takeaways:

  • Uncover hidden influence: Identify the real power players in your organization—beyond titles and hierarchy.
  • Eliminate bottlenecks: Spot and remove slowdowns in communication and execution.
  • Enhance succession planning: Identify key employees critical to business continuity and leadership pipelines.
  • Identify and eliminate silos: Break down barriers between teams to improve agility and execution.
  • Apply ONA immediately: Walk away with a framework to assess your own leadership networks and make strategic moves today.

WHO: All Members and Supply Partners
ROLE: Owners, Operators, Sales & Marketing 

View Julia & Lindsey's BIO »

Julia Coit Lindsey Coit

Julia Coit + Lindsey Coit

Capital H Consultants

Julia and Lindsey are sisters, facilitators, and co-founders of capital H., a leadership development and training firm specializing in burnout, analytics, and workplace culture. With 30+ years of experience in research & analytics, leadership development and health & across global nonprofits and Fortune 500 companies, we’re passionate about using data to help organizations prioritize people and profit.

Project Benchmark Journey: Mapping the Next Mile [San Diego Ballroom C]

[**AVAILABLE TO PROJECT BENCHMARK PARTICIPANTS ONLY]

Max Holland and Amie Foster, FEI Group

Building on the momentum from our May workshop, this session is designed to help you take the next strategic steps in your benchmarking journey. Together, we’ll evaluate progress, refine goals, and explore how to translate insights into action across your business. Whether you’re tracking toward your original benchmarks or ready to set new ones, this workshop offers practical tools, peer collaboration, and expert guidance to help you chart a clear and confident path forward.

WHO:  Home Solutions and MultiFamily Solutions Project Benchmark Participants
ROLE:  Owners, Operators, CFO’s, Sales & Marketing 

Executing a Financial Blueprint: Strategies for Success [San Diego Ballroom A]
Brian Bank + Logan Marita

Are you ready to take control of your financial future? Join us for an exclusive session with our new partner, PHG Advisory — a fractional CFO and bookkeeping firm that specializes in working with contractors like you. PHG helps professionalize your financial function while providing actionable insights and KPIs, allowing you to focus on working “on the business” rather than “in the business.” In today’s competitive market, understanding and managing your finances is not just important—it’s critical. Don’t miss this opportunity to gain the insights and tools you need to build a solid financial foundation and thrive in your industry. Attending this session is the first step towards financial mastery!

WHO: All Members and Supply Partners
ROLE: Owners, Operators, CFO’s

View Brian's BIO »

Brian BankBrian Bank

Co-founder, PHG

Brian is the co-founder of PHG, an advisory firm dedicated to helping founder and family-owned businesses professionalize their bookkeeping and provide strategic finance support. PHG also offers digital marketing, valuation and buyside M&A advisory services. Prior to founding PHG, Brian was a Vice President at Blackstone in the Credit group, where he closed over $4.5 billion in loans to support buyouts, recapitalizations, and growth initiatives for middle-market companies. Brian’s career began at Perella Weinberg Partners, where he worked in the investment banking group, specializing in M&A and corporate restructuring. Brian graduated from Cornell University with a degree from the Dyson Undergraduate Business School.

View Logan's BIO »

Logan MaritaLogan Marita

Co-founder, PHG

Logan is the co-founder of PHG’s CFO and Bookkeeping division, an advisory firm dedicated to helping founder and family-owned businesses professionalize their bookkeeping and provide strategic finance support. Prior to founding PHG, Logan served in Alvarez and Marsal’s CFO services group supporting clients in an interim and advisory capacity with solutions to preserve and generate value for their businesses through best-in-class financial management.

12:15 PM – 1:30 PM

Marina Terrace

Lunch

1:45 PM – 4:30 PM

Division Breakouts (HS, MFS, KBx, K&B Alliance, ECA & TSS)

  • HS  [Marriott Grand Ballroom Salon 10-11]
  • MFS [San Diego Ballroom A]
  • KBx  [San Diego Ballroom B]
  • K&BA  [San Diego Ballroom C]
  • ECA and ECA TB  [Marriott Grand Ballroom Salon 12-13]
  • TSS  [Rancho Santa Fe 2]

6:00 PM – 10:00 PM

Dinner Party on the USS Midway

If this is your first opportunity to board an aircraft carrier and experience the legacy of one of the most famous ships in the United States Navy, the USS Midway will not disappoint!

Within walking distance of the hotel, the USS Midway offers a view of the downtown skyline which sparkles with an unforgettable backdrop of “America’s Finest City.” As always, we’ll keep the boat rocking with live music and end the night with a firework show you won’t forget.

Remember to show your state pride – for some inspiration, check out this document.

USS Midway Exterior San Diego Attraction

Saturday, September 27th

7:30 AM – 8:30 AM

Marriott Grand Ballroom Outdoor Terrace

Breakfast + Networking (All Members and Supply Partners)

8:30 AM – 9:30 AM

San Diego Ballroom B

KBx and K&B Alliance Combined Breakout featuring MasterBrand’s Dave Banyard

This one hour breakout is a fireside chat-style session with Dave Banyard, CEO of MasterBrand Cabinets. At 9:30, KBx will remain in San Diego B, while K&B Alliance will move to San Diego C and the two divisions will resume their individual breakouts.

8:30 AM – 10:30 AM

Final Division Breakout Sessions

  • HS  [Marriott Grand Ballroom Salon 10-11]
  • MFS [San Diego Ballroom A]
  • KBx  [San Diego Ballroom B] 
  • K&BA  [San Diego Ballroom C]
  • ECA and ECA TB  [Marriott Grand Ballroom Salon 12-13]
  • TSS  [Marina Kitchen – Private Dining Room]

12:00 PM – 6:00 PM

Activities

Note: Lunch is included for both golf and fishing activities.

  • Golf (12:00 PM shotgun start) [Shuttles depart hotel at 10:45 AM]
    Inspired by the spectacular landscape of Los Peñasquitos Canyon, Tom Fazio’s multi-award-winning course at The Grand Golf Club San Diego adroitly merges lush fairways, dramatic elevations and diverse bunkers, of Southern California. Spots are limited.
  • Fishing Charters (1:00 PM) [Shuttles depart hotel at 12:00 PM]
    Offshore fishing in San Diego is one of the world’s top saltwater angling adventures. From sleek sportfishing vessels, anglers head out into the blue Pacific, targeting big game species like yellowtail, bluefin and yellowfin tuna, dorado (mahi‑mahi), wahoo, and sometimes marlin or sharks. If you’re after big-game action and scenic open‑ocean adventure, San Diego’s offshore fishing is hard to beat!
  • On Your Own
    San Diego offers plenty of activities perfect for exploring at your own pace. Stroll through Balboa Park’s museums and gardens, unwind on the beach in La Jolla or Coronado, hike scenic trails at Torrey Pines, or browse the shops and eateries in Little Italy. Enjoy the sunset from Sunset Cliffs, rent a bike along the Mission Bay boardwalk, or dive into local history at Old Town San Diego. There’s no shortage of ways to enjoy the city.

*Any activity cancellations after September 2 or no shows are subject to a cancellation fee.