Friday, September 26th, 2025

• 9:00am – 10:20am – Room: TBD

Unlock the Power of Your Numbers: “CETA Survey Overview & Profit Growth Seminar”

Presented by: Profit Planning Group’s Meghan Rickel, MBA | Profit Growth Strategist

In today’s fast-paced, tech-driven world, understanding your financials is essential. The CETA Benchmarking Survey provides exclusive insights to help you make smarter decisions and boost profitability.

Join Meghan Rickel for an in-depth walkthrough of the latest Industry Benchmark Study results. This session will explore key findings, profit growth strategies, and the confidential methodology behind the survey.

Attendees will also receive an overview of how to participate in the study and leverage its insights to drive meaningful improvements in their own businesses.

One-on-One Sessions for Survey Participants: To thank participants and enhance the value of the
survey, we are offering up to four hours of one-on-one sessions. Advanced reservations recommended but drop-ins will be accepted when they don’t interfere with reservations. Participants are asked to bring a copy of their Performance Analysis Report (PAR) for review. These sessions will provide a high-level review of the PAR, reinforce the value of survey participation, and offer guidance on how to apply the insights to benefit their own organization.

•10:30am–11:50am – Room: TBD

Get a Grip on Your Business with EOS

Presented by: EOS Worldwide’s Shelley Woodrow, MBA

Participants will learn how to:

• Understand the six keys to building a great organization
• Roll-up their sleeves and confront business issues head-on
• Learn how to get everyone focused on the company vision
• Begin to instill accountability throughout the organization
• Grasp how to be better at VISION, TRACTION & HEALTHY

About the speaker: Shelley grew up in an entrepreneurial family and is a 3rd generation entrepreneur herself. She has been helping business leaders run great businesses for more than 30+ years. She has a passion for coaching and leadership development and enjoys working with Leadership teams. She loves sharing EOS all over the U.S. through her work in the Vistage and EOS Speakers Bureaus.
Shelley is a Certified EOS Implementer, an EOS Worldwide Franchisee, and an Implementer Coach for EOS Worldwide. She enjoys delivering EOS talks, keynotes, and workshops.

Saturday, SEPTEMBER 27th, 2025

•9:00am–10:20am – Room: TBD

Integrated CRM and AI Trends

Presented by: Greg Sprunk-Superior Cleaning Equipment

Join Greg Sprunk, President of Superior Cleaning Equipment Inc., for a seminar on leveraging CRM systems and ChatGPT to streamline dealership operations and enhance customer experience.
With 30+ years in industrial cleaning equipment, Greg will share insights on Method CRM, a cloud-based platform integrated with QuickBooks, ideal for CETA members. Key features include:

• Sales Opportunity Management: Track leads, quotes, and sales.
• Work Orders & Field Service: Schedule and manage jobs.
• Equipment Tracking: Monitor service history and warranties.
• Integrated Email Marketing: Automate campaigns and follow-ups.
• Full Calendar & Activity Tracking: Manage schedules and tasks.
• Estimates, Work Orders, Invoicing: Seamless QuickBooks integration.
• 360° Customer View: Centralize all customer data.
• Real-Time QuickBooks Sync: Keep data aligned.

Greg will also explore ChatGPT’s role in automating tasks like content creation, policy drafting, document summarization, and customer communication.
Perfect for dealers aiming to modernize, or new owners seeking efficiency, this seminar offers practical, actionable strategies.

•10:30am–11:55am – Room: TBD

CETA – Technical/Regulatory/SORE update

Technical/Regulatory Update

Presented by: Rick Gilpatrick-FNA Group, Phil Petty-Williams Cleaning Systems

Description Coming Soon!

SORE Update

Presented by: Gus Alexander-FNA Group
Panel for Q&A: Gus Alexander-FNA Group, R. Calvin Rasmussen-Royce Industries, L.C., and Scott Hanson-Alkota Cleaning Systems.

Description Coming Soon!