Dale Henry


HARDI's annual convention will have some competition this year for members' attention: Election Day.

The Heating, Airconditioning & Refrigeration Distributors International's fourth yearly meeting will take place Nov. 4-7 in Palm Desert, Calif. It ends the same day as the U.S. midterm elections, when the makeup of the U.S. Congress and many gubernatorial and state legislative races will be decided.

But the group is encouraging members to obtain absentee ballots and is expecting a good turnout for the event. The host hotel will be the JW Marriott Desert Springs, one of the Utah-based chain's most luxurious properties.

HARDI will offer a special session at 10:15 a.m. Nov. 6: "Rebounding from a Business Disaster." Since Hurricane Katrina hit the U.S. Gulf Coast a little more than a year ago, members have been asking for guidance on how to handle such an event. A panel of HARDI members will talk about disasters that have happened to their companies and how they coped.

Michael Marks
Recommendations from the U.S. Department of Homeland Security will also be featured.

Michael Marks of Indian River Consulting will deliver the 8:30 a.m. Nov. 6 opening session, "Succeeding in Today's Distribution M&A, David and Goliath World." The HVAC industry may be preparing for another round of consolidations and mergers, and Marks will expand on a talk he gave on the subject at HARDI's summer retreat earlier this year.

Another speaker will be Dale Henry, who goes by the name "Dr. Dale." Henry will speak at 8:30 a.m. Nov. 6 during a breakfast-and-business meeting, and at 1:30 p.m. and 3:15 p.m. that afternoon. The morning session is called "The Power of Humor: Glad to the Bone," and focuses on the anti-stress properties of laughter. The afternoon session is "If Business is Down - Up Yours."

Mark Faessler


HARDI will hold its trade show Nov. 7, with member companies offering information on their products and equipment.

Here's a listing of the many other meetings planned for the event. At 8 a.m. Nov. 5, these are among the meetings scheduled. Agendas are subject to change.
  • Former Presidents Advisory Committee. Led by Frank Meier, this session will deal with issues determined by HARDI's board of directors. Open to former presidents only.
  • Future Studies Committee. A member of the Morris Group will participate in this discussion on business issues likely to affect the HVACR industry. Arthur Franklin will be chairman.
  • Guest Educator Idea Exchange. Chairman Richard Wirtz will lead this discussion among people involved in industry education.
  • Insurance & Risk Management Committee. James F. Luce and members will discuss insurance and health care issues. HARDI-offered insurance programs will be featured.
  • At 8:30 a.m., membership committee chairman Kerk Farrell will host a session for new HARDI members and first-time convention attendees.
At 9:45 a.m., these meetings will take place:
  • Foundation Board Meeting. New ideas for projects, such as a graduate student case study on in-house training, will be talked about. Douglas R. Young will lead.
  • Executive Development Committee. Russ Geary is chairman for this meeting on mentoring programs.
  • Manufacturers Rep Committee. Michael Dungan will discuss issues related to running a sales-representative business.
  • HVAC Systems and Equipment Council Steering Committee. Greg Trimbach will lead this talk on HVAC equipment issues, including the 13 seasonal energy-efficiency rating, refrigerant and possible refrigerant and steel shortages.
At 11:30 a.m., these luncheon meetings are scheduled:
  • Refrigeration Systems Council Steering Committee. The U.S. Environmental Protection Agency and recycling of R-22 refrigerant will be the topic. Frank Meier will lead the talk.
  • Habitat for Humanity Committee. Royce Henderson will act as chairman. This session will cover Habitat for Humanity International's work in hurricane-damaged regions, and HARDI's role in the 2007 Jimmy Carter Work Project in Los Angeles.
  • Membership Committee. Suppliers and distributors will talk about retaining existing members and getting new members to join. Kerk Farrell is chairman.
  • Supply Chain Technologies Committee. Brian Cobble and others will talk about the HARDITek program.
From 1:15 p.m. to 2:45 p.m., these meetings are to be held:
  • Education Committee. Tom Hansch will lead this group in talks about certification for counter personnel.
  • Management Methods Committee. Using HARDI's profit, compensation and sales reports will be the subject at this session. David McIlwaine will lead the discussion.
  • Plan and Spec Committee. The 2007 AHR Expo in Dallas and improving relations with the National Air Filtration Association will be discussed. Committee chairman is Kevin Mahoney.
At 3 p.m., meetings scheduled include:
  • Distribution/Logistics Management Committee. David Boggs will be the chairman for this review of recent surveys.
  • Supplier Members Committee. Manufacturers and suppliers make up this group, led by John Lawler.
  • Controls Council Steering Committee. Terry Turner will lead this distributors report on liaison committee activities.
  • Government and Trade Relations Committee. Led by John Tice, the committee will talk about imports and exports of HVACR products and North American legislative issues.


Mike Foster
On the afternoon of Nov. 6, these speakers will hold their presentations at 1:30 p.m. and repeat them at 3:15 p.m.

Economist Brian Beaulieu of the Institute for Trend Research will discuss what's next for business and the economy in "See the Future First Before Your Competition Does." While Beaulieu's crystal ball sees construction growing for the next two to three years, there may be challenges.

The Internet is constantly stalked by hackers, computer viruses and spyware. But there are other lurking issues your information-technology staff may not know about. The Foster Institute's Mike Foster will talk about these during "Executives: The Shocking Truth You Need to Know About Protecting Your Vital Business Systems."

Mergers, acquisitions and buyouts will be the topics during "Liquidity Alternatives for Private Businesses: The Private IPO - How to Have Your Cake and Eat It, Too." Mark Jrolf and Charles Gifford Jr., both with investment firm Heritage Partners, will present an overview of the market for companies worth $50 million and $500 million.

The Distribution Team's Jason Bader will point out the problems many distributors have in their inventories. "Finding the Loopholes in Your Inventory-Management Systems" will show where cash is being sucked out of businesses.

For more information on HARDI's fourth annual meeting, write 1389 Dublin Road, Columbus, OH 43215-1084; call (888) 253-2128; see www.hardinet.org on the Internet.