LIGHT - 2026 RISE CONFERENCE

A Different Kind of Home Inspection Conference

This is a content-first conference for inspectors who want results. Sessions focus on what is working now, with examples from top operators and live Q&A so you can translate ideas into your business. Expect practical insight, clear next steps to try, and a network of peers who are solving the same problems.

 

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Keynote

Pam O'Connor

Pam O'Connor brings over 25 years of exceptional leadership experience as CEO of Leading Real Estate Companies of the World®, where she excelled in cultivating robust professional networks and driving strategic growth.

In her keynote address, Pam will share practical insights specifically tailored for home inspectors. Learn how to effectively build and leverage relationships with real estate agents, enhance your professional credibility, and position your inspection businesses for sustained growth and success.


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Included with Your Ticket:

Riverboat Dinner & Networking Cruise!

Step aboard the historic Southern Empress riverboat for a unique networking event with your fellow home inspectors on Wednesday, Oct. 1st at the iGo Fall Conference! Departing from Margaritaville Resort (transportation provided, presented by Spectrum), we'll cruise across beautiful Lake Conroe, kicking off with a sunset cocktail reception. This is a perfect opportunity to unwinding and connecting after the general sessions on reunion day.

Following cocktails, you'll enjoy a gourmet dinner and live entertainment featuring dueling pianos. Network with fellow inspectors in an atmosphere filled with music, entertainment, and great conversations.

This special event is included in all conference ticket packages, so reserve your spot today!

iGo Golf Scramble

Join Us on the Green for a Great Cause

iGo Community has partnered with Shriners Children's Texas to champion the Leah Project through a charity golf scramble! All proceeds from the event will go directly to supporting this impactful initiative.

As a special bonus, attendees of the iGo Community Fall Conference will receive $25 off their golf scramble tickets to participate in the scramble. It’s a perfect opportunity to connect with peers, enjoy a great day of golf, and make a meaningful difference.

Click below for more details about the scramble and the Leah Project. Registration for the scramble is separate from conference registration. Advanced registration is REQUIRED.

 

iGo Golf Scramble

Monday - Feb 9, 2026

Time/Location

Session

4:30PM-6:30PM
Nautical Wheeler

Aspire Mastermind Meeting


Tuesday - Feb 10, 2026

Time/Location

Session

8:00AM-5:00PM
Compass Foyer

Exhibit Hall Open


8:00AM-10:00AM
Continental Drifter

Experience Mastermind

Experience Mastermind is a special morning workshop designed for guests and iGo Community Core members attending our conferences. In this mastermind session you will roll-up your sleeves and get advice from a panel of home inspection experts on how to tackle your biggest pain points, avoid common pitfalls, and set yourself up for lasting success.

This condensed mastermind offers expert coaching for guests using proven business growth strategies, practical templates, and actionable solutions to guests' individual challenges, revealing why over 42% of iGo members had their best year ever in 2024.

Presenter(s):
Dan Deist, Owner, Top to Bottom Services, iGo Head Coach
Jerry Linkhorn, Owner, Linkhorn Inspection Group


10:15AM-11:45AM
Continental Drifter

Platinum Mastermind: Elite & Advantage Groups


10:15AM-11:45AM
Hemisphere Dancer

Platinum Mastermind: Supreme, Challengers, & Elevate Groups


12:00PM-1:30PM
On Vacation

Boxed Lunch

Provided by iGo


12:00PM-1:30PM
Hemisphere Dancer

HI Ladies Lunch

Boxed lunch provided by iGo

Presenter(s): Sarah Stonesifer, COO, Ace Home Inspections

SIGN UP HERE


1:30PM-1:35PM
Compass Ballroom

RISE 2026 Conference: General Session Kickoff


1:45PM-2:30PM
Compass Ballroom

Keynote

Seven Lessons in Building My Business -The journey that didn't need to be so hard.

Presenter: David Sherwood, Owner, Sherwood Inspection Services, iGo Coach


2:30PM-3:00PM
Compass Ballroom

Breakthrough Relationships: How to Win Trust and Open Doors That Grow Your Business

Sometimes the next big leap in your business isn’t about a new service, it’s about a new relationship. Whether you're trying to earn the trust of a top-producing agent, break into a commercial account, or win over a brokerage leader, real growth often comes down to one thing: a single yes from the right person.

In this powerful live interview, Aspire Coach Dan Deist sits down with Stephen Kowalchuk, the most connected executive recruiter in residential real estate, to uncover how trust is built in high-stakes, high-noise environments. With over 10,000 placements in his 30-year career, Stephen knows what it takes to break through gatekeepers, create meaningful connection, and earn someone's confidence when their business is on the line.

This isn’t just about strategy, it’s about the mindset and messaging behind every powerful relationship you need to grow.

What You’ll Walk Away With:
• A fresh perspective on how relationships drive real growth
• Practical ways to stand out and bring value to agents and broker leaders
• A clearer understanding of what you personally bring to the table
• Confidence to walk into your next big conversation with purpose

If you’ve ever felt like your next opportunity is locked behind one relationship, this is the session that helps you unlock it.

Presenter(s):
Dan Deist, Owner, Top to Bottom Services, iGo Head Coach
Stephen Kowalchuk, Managing Partner, Corporate Management Advisors, Inc. (CMA)


3:00PM-3:30PM
Compass Ballroom

Inspections, Accelerated: A Practical Exploration of AI as a Tool for Inspectors

AI is rapidly entering the home inspection field, bringing with it new tools, workflows, and considerations for inspection professionals. This session offers a grounded, realistic look at how AI is being used today, not to replace inspectors, but as a tool that may influence efficiency, accuracy, margins, and day-to-day operations.

We’ll examine several emerging AI technologies that assist with tasks such as measuring dimensions, identifying materials, documenting conditions, and compiling reports. You’ll hear what worked, what didn’t, and what questions inspection companies should ask when determining whether AI fits into their business model.

This session is designed for inspectors who want a clear-eyed understanding of the potential impacts, both benefits and limitations, of integrating AI tools into the inspection process.

Topics We’ll Explore
• How AI tools may affect inspection time, workflow, and onsite processes
• Ways AI might influence accuracy, consistency, and documentation
• Considerations around margins, staffing, and resource allocation
• Real-world examples of AI-assisted measurements and reporting
• Challenges, limitations, and common mistakes when working with AI tools
• Factors to evaluate before adopting AI in your inspection operations


3:30PM-4:00PM
Compass Foyer

Coffee Break in Exhibit Hall


4:00PM-4:50PM
Compass Ballroom

Better Your Best Finalist Presentations


6:00PM-6:30PM
Compass Foyer

Cocktails in the Exhibit Hall


6:30PM-8:30PM
Compass Ballroom

RISE Gala Dinner & Awards Ceremony

Featuring: Graduations, Milestone Awards, Maverick Award Finalists & Winner, Best Year Ever Awards, and the 2025 Year in Review


8:30PM-10:00PM
On Vacation Terrace

Platinum Lounge


Wednesday - Feb 11, 2026

Time/Location

Session

8:00AM-5:00PM
Compass Foyer

Exhibit Hall Open

Refreshments & coffee provided


9:00AM
Compass Ballroom

General Session Starts


9:00AM-9:45AM
Compass Ballroom

The Owner’s Playbook: Leadership, Decision-Making, and High-Impact Execution

Session Description:

Growing a successful home inspection business isn’t just about having the best tools or the best pipeline, it’s about how you lead, decide, and execute every day. In this interactive Main Stage presentation, we’ll unpack the habits, frameworks, and mindsets that separate companies that merely survive from those that thrive year after year.

This session isn’t generic leadership fluff, it’s built on what the fastest-growing inspection companies actually do differently, including how they make tough decisions under pressure, hold teams accountable with clarity and confidence, and build a culture that scales with them. You’ll leave with a clear framework you can apply immediately, whether you’re a solopreneur, a growing team, or a multi-location operator.

What You’ll Walk Away With:
• A practical decision-making framework that drives consistent performance
• Leadership habits that strengthen teams and reduce chaos
• How to balance strategic vision with daily execution
• Clear steps to elevate your influence internally and externally
• Real examples from inspection business owners who transformed their results

Presenter(s): Celeste Starchild, President & COO, InspectionGo


9:45AM-10:45AM
Compass Ballroom

Grow, License, Acquire, or Franchise? Choosing the Right Path to Scale

Every ambitious inspection company eventually reaches a pivotal question: How should we scale? Whether you’re considering growing organically, licensing your proven model, acquiring another company, or exploring the franchise route, each option comes with unique advantages and critical challenges.

This session breaks down the strategic, financial, and legal realities of each growth path so you can make an informed decision with confidence. You’ll see real-world examples of inspection companies who have chosen each model, what they learned, and what they would do differently.

No matter your size or stage, you’ll discover how to make your business more valuable. Whether you're a small shop ready to level up or a growing company preparing for expansion, this session gives you the clarity and roadmap to scale with confidence.

You’ll walk away knowing:
✔ The true differences between licensing, franchising, acquisition, and organic growth
✔ Which model fits your goals, resources, leadership style and long-term vision
✔ The legal, financial and operational hurdles to watch out for before they cost you time or capital
✔ What real inspectors learned from each approach while scaling their businesses
✔ How to build value in your company regardless of size or growth strategy

Walk away with a clear path, a stronger strategy, and the insight you need to make your next big move.

Presenter(s):
(Moderator) Wes Mast, Co-Owner, Pro-Spect Inspection Services, iGo Coach
Andrew Fox, CEO, President, The BrickKicker
Kristy Mast, Co-Owner, Pro-Spect Inspection Services, iGo Coach
Harmony Brownwood, Founder & CEO, Green Works
Kathleen Kuhn, National Program Advisor, Elite MGA


10:45AM-11:10AM
Compass Foyer

Break in the Exhibit Hall

Refreshments provided


11:10AM-11:30AM
Compass Ballroom

Where Are They Now? Insights From the 2024 Better Your Best Winners

Get an inside look at what the 2024 Better Your Best winning team has accomplished since taking the title. Hear how they achieved impressive growth, increased profitability, and navigated both victories and challenges throughout the year.

They’ll share the key strategies, systems, and mindset shifts that drove their success, plus actionable tips you can apply to strengthen your own business.

Discover what they did, how they did it, and how you can use their lessons to fuel your next level of growth.

Presenter(s): Matt & Sarah Stonesifer, Owners, Ace Home Inspections


11:30AM-12:00PM
Compass Ballroom

From Purchase to Practice: How to Get More out of Your Inspection Business Tools.

Buying new software or tools is easy, making them work inside your inspection business is the real challenge.

In this practical, real-world session, iGo’s premier partners will walk through real implementation stories from inspection companies that have adopted their solutions. Instead of theory or demos, this session focuses on how tools were deployed, adopted, and integrated into day-to-day operations.

You’ll hear how inspection businesses approached setup, team training, workflow changes, and ROI, straight from the vendors who supported the process.

You’ll leave with clarity on:
✔ What implementation really looks like beyond the sales pitch
✔ How inspection companies onboarded tools and trained inspectors
✔ Common roadblocks during rollout, and how they were solved
✔ How long adoption took and when results started showing

Presenter(s):
Cassi McHenry, Marketing Manager, ZyraTalk
Brendan Quinn, Senior Account Executive, PriorityLab


12:00PM-12:10PM
Compass Ballroom

Better Your Best Winner Announcement


12:15PM-1:30PM

Lunch Connections

iGo Community Platinum Members: Meet your NEW Platinum Group mates

Boxed lunch provided by iGo

iGo Community Guests & iGo Community Core:

Boxed Lunch with Dan Deist

Provided by iGo


1:30PM-2:30PM

Free Time


2:30PM-3:30PM
Compass North

Disaster Aversion: The Pivotal Financial Decisions That Shape or Sink a Growing Home Inspection Company

Growth puts pressure on every part of a home inspection company, often in ways owners don’t anticipate. In this breakout session, we uncover the financial and structural decisions that determine whether expansion strengthens your business or quietly destabilizes it.

Drawing from real client experiences and the recurring patterns we see across scaling inspection firms, we’ll break down the five critical mistakes that most often derail growth. Attendees will walk away with a clear understanding of how to avoid these pitfalls, make informed operational decisions, and build a foundation for sustainable, profitable expansion.

• Recognize the most common financial and operational mistakes that undermine growth.
• Assess whether your current structure can support sustainable expansion.
• Make informed financial decisions that protect profitability during scaling.
• Apply practical systems and lessons from real inspection companies to strengthen your growth foundation.

Presenter(s):
Will Russell, CPA, Owner, RTC Accounting
David Sherwood, Owner, Sherwood Inspection Services, iGo Coach


2:30PM-3:30PM
Hemisphere Dancer

Marketing Content Creation: AI-Generated Videos That Drive Results

Video is one of the most powerful ways to promote your inspection business, and today’s AI tools make creating high-quality, engaging content easier than ever. In this breakout session, you’ll learn how to leverage AI video generators and modern editing tools to produce professional, attention-grabbing marketing videos that elevate your brand and attract more customers.

Whether you're looking to build trust, boost visibility, or stand out in a crowded market, this session shows you how to create videos that convert without needing advanced skills or expensive equipment.

What You’ll Learn
• How to use AI tools to quickly generate polished marketing videos
• Simple editing techniques that make your content look professional
• The difference between organic growth and ROAS (Return on Ad Spend), and how to measure both
• What types of video content perform best for inspectors
• How to build a repeatable, scalable video content strategy
• Tips to streamline your workflow and create content faster with AI

Presenter(s):
Jerry Linkhorn, Owner, Linkhorn Inspection Group
Christy Orlando, Business Development & Marketing Manager, 1st Rate Inspections


2:30PM-3:30PM
Compass

Small But Mighty: How to Scale Without Building a Big Team

You don’t need 20 inspectors to build a powerful, profitable company. For many iGo members, the goal isn’t to build a giant team, it’s to build a smart one. This breakout is designed for solopreneurs and small-team owners who want to grow revenue, expand impact, and regain freedom without hiring an army.

We’ll spotlight real systems and strategies used by iGo members who are thriving with lean teams, from automating admin tasks to outsourcing key functions, and from boundary-setting to smart marketing that doesn’t waste time or money.

You’ll learn:
✔ The 3 most effective marketing moves for small operators
✔ How to automate your calendar, follow-ups, and reports without losing the personal touch
✔ When (and how) to use part-time or contract help without creating chaos
✔ Tactical ways to avoid burnout while staying profitable

If you’ve ever said, “I don’t want to grow just to manage more people,” this session is for you. You’ll leave with tools to grow on your own terms, and build a business that serves your life, not the other way around.

Presenter(s):
Mark Wahl, Managing Director & Founder, 4 Wahl Property Inspections
Hank Richter, CEO, HomePro Inspections


2:30PM-3:30PM
Continental Drifter

Business Killers: The 6 Mistakes That Can Destroy Everything You’ve Built

We never plan to make mistakes, especially as business owners focused on growth, service, and daily operations. But while you’re busy running the business, there are a handful of critical missteps that quietly put companies at risk. And time after time, the same mistakes show up when businesses fail.

Business Killers is a high-impact, interactive session that exposes the six most common planning and protection mistakes that can derail a business and threaten an owner’s personal financial future. Through real-world scenarios and dramatized examples, we’ll walk through how these errors happen, why they’re so dangerous, and what you can do now to avoid them.

This isn’t about fear, it’s about awareness and control. You’ll see how small oversights can create massive consequences, and how proactive planning can safeguard everything you’ve worked to build.

You’ll leave this session with:
• A clear understanding of the 6 biggest “business killers”
• Insight into how each mistake impacts your company and personal finances
• Practical steps to reduce exposure and risk
• A personalized risk analysis based on the areas discussed

If your goal is to build a business that lasts, and protects you along the way, this session is a must-attend.

Presenter(s): Todd Feldman, CFP, CExP, Merit Financial Advisors


3:30PM-4:00PM
Compass Foyer

Break in the Exhibit Hall

Refreshments provided


4:00PM-5:00PM
Compass

Why the “Fluffy Stuff” Matters: Building Culture Early (Even If It’s Just You and One Inspector)

Vision, mission, values... it might feel like corporate fluff when you’re still doing inspections yourself and managing one admin off the side of your desk. But here’s the truth: culture doesn’t “happen later.” It starts with the very first hire, and the habits, language, and expectations you set now will shape how your company scales.

In this refreshingly real session, we’ll break down why foundational culture work actually matters more in small teams, and how it becomes your biggest asset as you grow. No theory, no buzzwords, just clear insight and a list of simple, high-impact actions you can take this month to start shaping the company you want to lead.

What You’ll Walk Away With:
✔ The hidden costs of avoiding culture-building early
✔ How to define values that feel real, not generic
✔ 10 low-lift ways to build culture even with a tiny team
✔ Why clarity now prevents confusion, friction, and turnover later

If you’ve ever thought “I’ll deal with that stuff once we grow,” this session will show you why that mindset is the risk. Culture scales, whether you shape it or not. Let’s make sure it’s one you love.

Presenter(s):
Asha Sciarra-Boardman, Chief Administrative Officer, InspectionGo
Wes and Kristy Mast, Owners, Pro-Spect Services & iGo Coaches


4:00PM-5:00PM
Continental Drifter

Office Management Masterclass: From Chaos to Clarity

Is your office running you instead of the other way around? Whether you have one trusted admin or an entire support team, this masterclass will show you how to transform your operations from reactive and chaotic to streamlined, scalable, and stress-free.

Learn how top inspection companies build office systems that run smoothly, even when the owner steps away. If you’re ready to stop being the bottleneck and start leading a team that operates with confidence, consistency, and clarity, this session is your roadmap.

What You’ll Discover
• SOPs that actually get followed: Build simple, repeatable processes your team can execute without constant oversight.
• Smart onboarding: Create training plans that ramp up new hires quickly and effectively.
• High performance without micromanagement: Track results and hold your team accountable without hovering.
• Delegation that sticks: Learn how to finally move tasks off your plate, and keep them off.
• Team alignment: Define clear roles and responsibilities so everyone knows exactly what they own.

Exclusive Tools & Handouts
Walk away with three plug-and-play Roles & Responsibilities templates designed to bring immediate clarity to your operation:
• Office Administrator
• Scheduling & Client Experience Coordinator
• Operations Support Specialist

These resources will help you implement changes fast and create the office structure your business has been missing.

Presenter(s):
Moderator: Susan Bentley, Owner & CEO, Bentley Inspections
Danny Forster, Owner, A Better Home Inspection
Cassi McHenry, Marketing Manager, ZyraTalk


4:00PM-5:00PM
Hemisphere Dancer

Built to Sell: How to Exit on Your Terms Without Regret

Whether you're planning to sell your company in 1 year or 10, the decisions you make today will shape your exit and your legacy. In this breakout, we’ll walk through the real-world steps home inspection business owners must take to build a business that someone else would actually want to buy.

This session isn’t about theory. It’s built from real conversations in iGo coaching rooms, where members have wrestled with everything from “Am I emotionally ready?” to “Will my business survive without me?” You’ll hear lessons learned from owners who have sold, those who are preparing, and those who wish they had started sooner.

We’ll cover:
• What makes a home inspection company sellable (and what kills deals)
• The difference between selling a job vs. selling a business
• How to value your company, even if you’re not ready to list
• The 3 critical systems every buyer wants in place
• How to start replacing yourself, step by step

You’ll leave with a practical roadmap and a brutally honest checklist to evaluate your readiness, not just financially, but operationally and mentally. Whether your goal is to retire, pursue another business, or simply build something worth buying, this session will help you start preparing now.

Presenter(s):
Bob Massanova, CEO, SWF Home Inspections
Jeffrey Donaldson, iGo Coach


4:00PM-5:00PM
Compass North

Growth by Acquisition: How to Find, Value, and Integrate Other Inspection Companies

Acquiring another inspection company can be one of the fastest ways to scale, but only if you do it right. Whether you’re buying a solo operator or merging with a multi-inspector firm, the real work starts before the deal closes.

In this breakout, you’ll learn how iGo members are using acquisitions to grow into new markets, add inspectors, and eliminate competition. We’ll get tactical about how to source potential acquisitions, what to look for in their numbers, and how to avoid the common pitfalls that kill deals or create post-sale chaos.

This is a session for serious owners ready to grow through smart, strategic buying, not gambling.

Key Takeaways:
• Where to find acquisition targets (even if they’re not listed for sale)
• What to ask for in financials, and how to spot red flags
• How to value a home inspection company (and what to avoid overpaying for)
• What systems must be in place before you take over
• Lessons learned from real post-acquisition integrations (good and bad)

You’ll walk away with a checklist of due diligence questions, deal structures that work, and insider tips from owners who’ve done it successfully. If you’re ready to grow fast, and smart, this session will show you how.

Presenter(s):
Moderator: Dan Deist, Owner, Top to Bottom Services, iGo Head Coach
Meredith Jones & Bobbly McLemore, Owners, Ally Property Inspections
Dave Park, Managing Partner, Advantage Inspection


6:00PM-10:00PM
Compass Porte Cochere

DISCOVERY COVE

Meet at 6:00PM at Compass Porte Cochere for bus transport. Buses depart at 6:30PM.

Buses leave Discovery Cove at 10:00PM to return guests to Margaritaville.


Thursday - Feb 12, 2026

Time/Location

Session

9:00AM-12:00PM
Compass North

Deep-Dive Workshop - Marketing Basics

Whether you're just getting started or looking to tighten up your brand strategy, this hands-on workshop will give you the foundational marketing tools every inspection company needs to stand out and grow. In this deep dive, you’ll discover what truly sets your business apart, and learn how to communicate it with clarity, confidence, and consistency.

From defining your USP (what makes you unforgettable) to crafting logos, messaging, and brand identity that agents actually remember, this session will walk you step-by-step through building a strong, cohesive brand.

You’ll also learn the essentials of showing up professionally online, from setting up your Google Business Profile for maximum visibility to creating social profiles that attract new clients and make agents want to work with you.

Plus, we’ll break down how to deliver a compelling agent presentation that strengthens relationships and generates referrals.

What You’ll Learn
• How to define your Unique Selling Proposition and use it everywhere
• Best practices for logos, brand consistency, and visual identity
• How to craft mission and values that inspire confidence and loyalty
• How to structure a standout agent presentation
• Step-by-step setup for your Google Business Profile
• The must-follow rules for setting up professional social media profiles

If you want agents to remember you, clients to trust you, and your brand to shine above the competition, this workshop is where it all begins.

Presenter(s):
Christy Orlando, Business Development / Marketing Manager, 1st Rate Inspections
Ricki Lange, Owner, 1st Rate Inspections, iGo Coach
John Tyler, Owner, Checklist Inspections, iGo Coach
Aaron Shishilla, CEO, WolfPack Advising


9:00AM-12:00PM
Compass South

Deep-Dive Workshop: Hiring & Training Inspectors - Your 1/2 Day HR Success Blueprint

Building a strong inspection team starts with hiring the right people, and giving them the tools and training to excel. In this half-day intensive workshop, you’ll dive into the HR foundations that every successful inspection company needs to grow, scale, and retain top talent.

From crafting a compelling job description that attracts the right candidates to mastering the interviewing skills that help you spot true potential, this session covers the entire hiring journey from start to finish. You'll also explore compensation models that motivate performance, how to design effective training plans, and why a clear, well-written employee handbook is the cornerstone of a professional, compliant business.

Whether you're making your first hire or expanding a growing team, this workshop gives you the structure, tools, and confidence to build an unstoppable inspection team.

What You’ll Learn
• How to write a job description that attracts high-quality inspector candidates
• Interviewing basics that help you identify skill, character, and cultural fit
• Compensation options that keep employees motivated and aligned
• Training strategies that accelerate inspector development and consistency
• How to create or refine your employee handbook for clarity and compliance

If you're ready to build a team that performs, grows, and represents your brand with excellence, this half-day HR workshop will give you everything you need to get there.

Presenter(s):
Dan Deist, Owner, Top to Bottom Services, Head iGo Coach
Zach Weatherford, Co-Owner & Inspector Manager, Bentley Home Inspections
Jerry Linkhorn, Owner, Linkhorn Inspection Group


9:00AM-12:00PM
Compass

Deep-Dive Workshop: Keeping It All in the Family - Navigating Family Business & Generational Leadership

Family businesses are powerful, but they can also be complicated. Balancing relationships, responsibilities, leadership transitions, and long-term vision isn’t easy. This half-day deep-dive workshop is designed to help family-run inspection companies strengthen communication, reduce friction, and prepare confidently for the next generation of leadership.

Whether you’re working with your spouse, your kids, or extended family members, this session will help you create clarity around roles, responsibilities, expectations, and future plans. You’ll explore the realities of succession planning, how to align different leadership styles across generations, and ways to keep the business running smoothly without letting family dynamics get in the way.

Yes, you can bring your kids. (Think of it as professional development, with a dash of family therapy.)

You’ll leave this workshop with a shared vision, better communication, and a concrete plan your whole family can stand behind.

What You’ll Learn
• How to navigate the unique challenges of a family-run business
• Strategies for reducing friction and improving communication
• Best practices for generational leadership and smooth succession planning
• How to get everyone on the same page with vision, expectations, and decision-making
• Tools to define clear roles, responsibilities, and future goals for each family member

This workshop is perfect for families growing a business together and planning for what comes next. Come ready for honest conversations, strengthened relationships, and a roadmap that ensures your family business thrives for generations.

Presenter(s):
Asha Sciarra Boardman, Chief Administrative Officer, InspectionGo
Danny Forster, Owner, A Better Home Inspection
Chris Lange, Owner, 1st Rate Inspections
Shannon Weatherford, Co-Owner, Finance Director, Bentley Home Inspections
Adam Wright, Owner, R.J. Home Inspections


12:00PM-2:00PM

Free Time & Lunch on Your Own


2:00PM-5:00PM
Compass North

Deep-Dive Workshop: Fortune Is in the Follow-Up: How to Automate, Systemize & Scale Your Outreach

If you want more repeat business, stronger agent relationships, and higher conversion rates, there’s one skill you must master: follow-up. In this fast-paced session, you’ll learn how to turn your CRM and automation tools into a powerful follow-up engine that works for you around the clock.

We’ll break down practical, proven methods for building semi-automated to fully automated follow-up systems for events, CE classes, agent interactions, and lead nurturing, ensuring you never miss an opportunity again.

Discover how to streamline communication, stay top of mind, and transform simple touchpoints into revenue-generating relationships.

You’ll Learn How To:
• Build automated follow-up sequences for events, CE classes, and new contacts
• Use your CRM more effectively to track engagement and trigger reminders
• Create consistent messaging that converts without sounding robotic
• Stay top-of-mind with prospects, agents, and past clients
• Scale your outreach without adding more hours to your day

If you’re tired of leads slipping through the cracks, or you’re ready to elevate your efficiency, this session gives you the tools to make follow-up your superpower.

Presenter(s):
Heidi Brown, Director of Marketing, InspectionGo
John Tyler, Owner, Checklist Inspections, iGo Coach
Aaron Shishilla, CEO, WolfPack Advising


2:00PM-5:00PM
Compass

Winning the AI Visibility Game: How to Get Found, Cited, and Chosen in an AI-First World

Description:

The way customers find and choose home inspectors is being rewritten by AI. Tools like ChatGPT, Gemini, and Google’s AI Overviews are reshaping how people search, decide, and trust businesses. If your company isn’t showing up in AI answers, you’re not even in the conversation.

This session breaks down what AI-driven discovery means for home inspection companies, and what to do about it now. Traditional SEO alone won’t cut it anymore. You need a strategy that aligns with how AI systems understand, rank, and recommend local businesses.

We’ll explore real examples of inspection companies using new digital authority tactics to stay visible, credible, and top of mind in an AI-first landscape. You’ll leave with a clear roadmap to get your company recognized by AI, and cited as the expert in your local market.

Key Takeaways:
• How ChatGPT, Google’s AI, and other models actually “decide” who to trust
• The basics of LLMO (Large Language Model Optimization) and AEO (Answer Engine Optimization) made practical
• What makes your website, reviews, and content AI-friendly (and what doesn’t)
• How to boost your chances of being referenced or quoted by AI tools
• The outdated SEO tactics you should drop now

This isn’t a futurist talk, it’s a tactical blueprint for staying visible and getting chosen in the age of AI-driven search.

Presenter(s):
Jonathan Giner, Owner, TruView Inspections
Reed Rogers, Owner & CEO, Inspecting America


2:00PM-5:00PM
Compass South

Know Your Numbers: How Financial Statements Reveal Profit Opportunities

Your financial statements tell the story of your business, if you know how to read them. In this hands-on session, you’ll learn how to break down your Profit & Loss, connect it to your sales performance, and pinpoint exactly where your business can become more profitable.

We’ll walk through how your P&L, balance sheet, and cash flow work together and show you how to use last year’s numbers to accurately forecast and plan for growth in the year ahead. Come ready to work, this session is built for real-time improvement, not theory.

Action Required: Bring your financial documents so you can follow along and apply every concept immediately.

Key Takeaways
• Crack the code of your P&L and instantly see where money is made or lost
• Boost profitability by aligning sales strategy with real financial data
• Understand balance sheets and cash flow without the financial jargon
• Forecast confidently using last year's P&L to map out next year’s revenue and expenses
• Apply what you learn on the spot for immediate improvements in your business
• Leave with a clear action plan to optimize your bottom line and drive sustainable growth

Presenter(s):
Molly Shoemaker, Director of Analytics, RTC Accounting
Mike McKay, Director of Client Success, InspectionGo


  • Mon. Sept 29

  • Tues. Sept 30

  • Wed. Oct 1

  • Thurs. Oct 2

  • Fri. Oct 3

8:00 AM – 9:00 AM • Registration & Breakfast
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9:00 AM – 10:00 AM • Opening Keynote
Visionary perspectives on industry trends and future opportunities.
10:15 AM – 11:45 AM • Breakout Sessions – Round 1
Choose from specialized tracks on revenue optimization, operational efficiency, and growth planning.
8:00 AM – 9:00 AM • Registration & Breakfast
Welcome coffee and networking opportunities.
9:00 AM – 10:00 AM • Opening Keynote
Visionary perspectives on industry trends and future opportunities.
10:15 AM – 11:45 AM • Breakout Sessions – Round 1
Choose from specialized tracks on revenue optimization, operational efficiency, and growth planning.
8:00 AM – 9:00 AM • Registration & Breakfast
Welcome coffee and networking opportunities.
9:00 AM – 10:00 AM • Opening Keynote
Visionary perspectives on industry trends and future opportunities.
10:15 AM – 11:45 AM • Breakout Sessions – Round 1
Choose from specialized tracks on revenue optimization, operational efficiency, and growth planning.
8:00 AM – 9:00 AM • Registration & Breakfast
Welcome coffee and networking opportunities.
9:00 AM – 10:00 AM • Opening Keynote
Visionary perspectives on industry trends and future opportunities.
10:15 AM – 11:45 AM • Breakout Sessions – Round 1
Choose from specialized tracks on revenue optimization, operational efficiency, and growth planning.
8:00 AM – 9:00 AM • Registration & Breakfast
Welcome coffee and networking opportunities.
9:00 AM – 10:00 AM • Opening Keynote
Visionary perspectives on industry trends and future opportunities.
10:15 AM – 11:45 AM • Breakout Sessions – Round 1
Choose from specialized tracks on revenue optimization, operational efficiency, and growth planning.
8:00 AM – 9:00 AM • Registration & Breakfast
Welcome coffee and networking opportunities.
9:00 AM – 10:00 AM • Opening Keynote
Visionary perspectives on industry trends and future opportunities.
10:15 AM – 11:45 AM • Breakout Sessions – Round 1
Choose from specialized tracks on revenue optimization, operational efficiency, and growth planning.
8:00 AM – 9:00 AM • Registration & Breakfast
Welcome coffee and networking opportunities.
9:00 AM – 10:00 AM • Opening Keynote
Visionary perspectives on industry trends and future opportunities.
10:15 AM – 11:45 AM • Breakout Sessions – Round 1
Choose from specialized tracks on revenue optimization, operational efficiency, and growth planning.
8:00 AM – 9:00 AM • Registration & Breakfast
Welcome coffee and networking opportunities.
9:00 AM – 10:00 AM • Opening Keynote
Visionary perspectives on industry trends and future opportunities.
10:15 AM – 11:45 AM • Breakout Sessions – Round 1
Choose from specialized tracks on revenue optimization, operational efficiency, and growth planning.

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