CDANA 2018 Special Convention Spring Issue
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CDANA 2018 Special Convention Spring Issue C D A N A CONNECTIONMAGAZINE FOR THE CULLIGAN DEALERS ASSOCIATION OF NORTH AMERICA, INC. PEOPLE PASSION OUR PURPOSE 2018 CDANA Convention & Product Fair April 24-27, 2018 | Orlando, Florida An Exclusive Program for North American Dealers! A collaborative partnership between CDANA and Culligan, heartily supported and endorsed by the dealer network. Combine your stocking orders with popular products at great prices and save on freight! 13 categories of product with over 186 items ready to ship! ▲ Culligan Branded Cullex Resin ▲ Special Resins Purolite and ResinTech Branded ▲ Over Culligan and Calgon Branded Carbon ▲ Leak Detectors Watts Branded ▲ Filter Housings Pentek Branded 83% ▲ of Dealers Served Filter Cartridges Pentek Branded ▲ Thank You! Culligan, CSM & Filmtec Branded Membranes ▲ GA Murdock Branded & John Guest Branded Fittings & Tubing ▲ Solo/Dart Cups ▲ Tomlinson Faucets ▲ Fleck Service Parts ▲ PE Tanks Wave Cyber Culligan Branded ▲ UV Systems Viqua Culligan Branded Don’t forget CDANA gets a revenue share for every item you purchase! Cport.Culligan.com CONTENTS An Exclusive Program for North American Dealers! CDANA MAGAZINE FOR THE CULLIGAN DEALERS ASSOCIATION OF NORTH AMERICA, INC. CONNECTION PEOPLE PASSION OUR PURPOSE 2018 CDANA Convention & Product Fair April 24-27, 2018 | Orlando, Florida 8 Letter from Scott Hembrook A collaborative partnership between 10 2018 CDANA Convention Schedule CDANA and Culligan, heartily supported and endorsed by the dealer network. 14 2018 CDANA Convention Speakers James Galea, Australia’s #1 Magician Combine your stocking orders with popular products at great prices and save on freight! 30 2018 CDANA Product Fair Map FEATURES 13 categories of product with over 32 Thank You 2018 CDANA Sponsors 42 Five Ways to Evaluate the Dollars and 186 items ready to ship! ▲ Sense of Tracking Cullex Resin Culligan Branded by Bill Kennedy, President and Crystal Sutheimer, Lead Data ▲ Special Resins Purolite and ResinTech Branded 34 2018 Welcome Reception Analyst, Kennedy Communications ▲ Over Tracking has become an integral part of business operations, Carbon Culligan and Calgon Branded ▲ and it is essential to making educated business decisions. Leak Detectors Watts Branded 35 2018 Culligan Awards Banquet ▲ Filter Housings Pentek Branded 83% ▲ of Dealers Served 46 Your Dealer Location is Geographically Filter Cartridges Pentek Branded ▲ Thank You! 36 Culligan International & CDANA Limited – Your Digital Voice Doesn’t Need to Be Culligan, CSM & Filmtec Branded by Devon Moore, BAM Content Specialist Membranes ▲ GA Murdock Branded & John Guest Branded Congratulate the 2017 Winners! How BAM Advertising Drives Local Content to Enhance Fittings & Tubing ▲ User Experience. Solo/Dart Cups ▲ Faucets Tomlinson 37 Congratulations to the 2017 ▲ 48 Mark Your Calendar for the C&I Forum Fleck Service Parts ▲ Top Dealers! this June PE Tanks Wave Cyber Culligan Branded Register today! ▲ UV Systems Viqua Culligan Branded 38 Congratulations to the 2017 Don’t forget CDANA gets a revenue Top Region Award Winners! DEPARTMENTS share for every item you purchase! 4 President’s Letter 39 Culligan International & CDANA 6 Contributing Editors Congratulate the 2017 Service Award 7 Issue Contributors Cport.Culligan.com Winners! 54 Advertisers’ Index www.cdana.org 3 PRESIDENT’S LETTER Welcome to Orlando and the largest CDANA Convention in our History! As CDANA President it’s my privilege to be an invited guest to the DAC meetings held every 6 months in Rosemont. I must say that it’s been an inspiration to see both Culligan and the DAC dealers pulling in the same direction when it comes to working to improve the Culligan System for ALL of us. Scott Clawson and his Team have a clearly defined set of company goals for the year, clarified and distilled by the Strategic Deployment Process (SDP). Your Culligan Dealer Council representatives put an incredible amount of their own time and effort into helping Culligan identify and prioritize those goals, even if they’re not always a part of that formal process. They give honest and constructive feedback to Culligan on what’s going on in the marketplace and what they feel Culligan needs to do to enable the dealers to best approach and compete in the field. These reps, as well as Culligan leadership, deserves our hearty thanks as well as ongoing support in the way of constructive feedback on how to make the Culligan System better, which could well mean periodically querying your employees and bringing up issues of concern in your dealerships and your marketplace. Much of what was covered at DAC, and more, will be further elucidated at the upcoming CDANA Convention in Orlando...including not-to-miss sessions on...Culligan Branding initiative update...New Drinking Water Options...World Class Customer Experience... Hiring Top Candidates...Market Development and Acquiring New Businesses...Tools for Commercial Lead Generation...Service Selling...Route Optimization Strategies... Commercial for Small to Mid-Sized Dealers...Drinking Water at Every Appointment... Increased Sales Due to Financing...Strategic Deployment Process (SDP)...Leaving a Legacy: Passing on the Gift of Ownership...Golden Handcuff Planning...Turning Crisis into Opportunity...Next Generation Committee update (Live Chat, Inventory & Sales App)...Paperless Office. Not to mention the various fun events and dinners planned, opportunities for networking and a First Class venue! A hearty thanks to Jennifer and the JSJ group, as well as the dedicated members of the Convention Planning committee and many others who have put in HOURS to make this convention a great event! “It will be exciting to I’m also happy to report that our CDANA organization is currently very strong, and in fact we have record high membership and registrations for our Orlando convention as feel the Culligan buzz well. It will be exciting to feel the Culligan buzz that is intensifying and will definitely be that is intensifying on full display in sunny Florida! It’s so exciting to be a part of continuing to improve what and will definitely be is already the best water treatment organization in the industry! on full display in Time to celebrate the Culligan System! sunny Florida!” Bob Boerner CDANA President 4 CDANA Connection 2018 Special Convention Spring Issue Is your software vendor providing you with the tools you need to grow your business? Welcome to Orlando and the largest CDANA Convention in our History! Dealership Management System • Scalable for all dealers • Web payment online • Robust reporting features • Email Billing • GPS truck tracking • Paper processing fee • Rugged handheld solution • Direct withdrawal ACH • Integrated Point of Sale and Credit cards • Routing and Service scheduling • Cloud hosting services • Integrated AP GL and Inventory • Serial number tracking • DI Tank Tracking • Integrates with MS Office • Integrated lead tracking with mobile access Call to see what ABS can do for you! American Business Systems, Inc. 155 Revere Drive Suite 7, Northbrook, IL 60002 Phone: 847.291.1590 Fax: 847.291.0004 [email protected] www.abscorp.com CONTRIBUTING EDITORS CDANA Robert Boerner CECT Culligan Southwest, Inc. MAGA OCIA A . Bob Boerner, President of Culligan Southwest, Inc., co-owns CDANA BOARD OF DIRECTORS and operates with his sister, Kristi Stanford, four Culligan dealerships in Texas. He has been involved with Culligan since president Bob Boerner 6/20 210.226.5344 1977, learning the business from his father, Gib Boerner, and [email protected] helping to carry on the Culligan tradition from its first dealer, his grandfather Wilbur L. Walton. Bob has been involved in the vice Robert Ruhstorfer 6/18 president 972.241.3828 Texas WQA for many years, serving as its President in 1996-97 [email protected] and currently serving as its Legislative Co-Chair. He served secretary & Chuck Driessen 6/21 on the WQA Board of Directors for 9 years and continues his treasurer 507.835.1234 / 507.835.1241 involvement with them in various capacities. Bob and his wife, Cell: 507.461.2380 Debrah, have a daughter, Holly, who recently completed a [email protected] Masters degree at the Harvard Graduate School of Education. first past David Miller 6/20 president 989.635.7585 [email protected] Kristi (Boerner) Stanford directors Steve Gibson 6/19 Culligan Southwest, Inc. 260.347.0758 [email protected] Kristi (Boerner) Stanford, Vice President of Culligan Southwest, Inc., co-owns four Texas Culligan dealerships in Texas with Hugh Grout 6/21 613.225.9175 her brother, Bob Boerner. She officially started her career after [email protected] college at the Culligan of San Antonio office in 1986, having grown up working in the business during high school and college Mike Karr 6/18 607.786.9420 during summer breaks from Southwestern University. She served [email protected] as TWQA Treasurer, and has led the Publications Committee for Cameron Karger 6/18 many years. She is a 28-year member of downtown SA Rotary 607.786.9420 Club. Kristi and her husband Blake have two kids. Kate is earning [email protected] a Masters degree at University of Oxford and Mitchell is attending Don Meredith 6/19 Parsons School of Design in Manhattan. 262.878.1161 [email protected] Paul Moorman 6/18 Andy Cowan 613.968.7700 Hall’s Culligan Water, Ohio/Michigan Area Manager pmoorman@ Andy Cowan has been with the CR Hall Organization for thegoodwatercompany.com 20 years. He started out in Wichita, Kansas and then Justin Rupert 6/19 transferred to Cleveland, Ohio in 2001 to become the General 517-425-0328 Manager of the then newly acquired dealership. Today, Andy [email protected] is the Area Manager for nine dealerships in Ohio and Michigan John Packard 6/20 with combined revenues of twenty million dollars and 115 952.912.7363 [email protected] employees. He is also a proud member of the Culligan One 20 Group. legal Pete Singler counsel 707.823.8719 [email protected] executive Jennifer Gibson Hebert director 512.894.4106 [email protected] Sandy Sapp Culligan International JSJ Productions, Inc.