2024 Winter Virtual Summit Schedule

**All times are Eastern**

February 7th-9th

2024 Wednesday Schedule
2024 Thursday Schedule
2024 Friday Schedule

General Sessions

Intro & Welcome

Welcome to the INNERGY Winter Summit! Kickoff our Virtual Summit with introductions, explanations & excitement for what's to come!

INNERGY Greatest Hits

Welcome to the INNERGY Winter Summit! Kickoff our Virtual Summit with introductions, explanations & excitement for what's to come!

Driving Growth & Results

Where will you take your organization next? In this session, you will gain a strategic framework to turn your dreams and ideas into action plans that drive your organization forward. You’ll gain systems and tools to refine your goals, define priorities and achieve measurable results in 2024 and beyond.

2024 Roadmap

\With a new feature release every month, INNERGY is never "done." We are always listening to the Voice of the Customer to determine what to focus our development effort on next. Join us for a look at what is on the roadmap for 2024 and how to make sure your voice is heard.

Utilizing peAk in your Organization

Learn peAk best practices and the launch of a new certification program.

Announcing INNERGY DESIGN

GC Problem/Solution

Join us for a panel conversation about shifting the power from GC's to the subcontractors.

Closing

Thanks for joining us! We'll recap some big takeaways and talk about what's next!

Sales & Estimating

Lifecycle of a Project I

We often get asked to see a project run birth to death through INNERGY. In this four part series, we will do just that! The first in the series will focus on the estimate in INNERGY and setting up the organization for success.

Bid Review & Final Pricing Best Practices

There are certain things we should always do as we review our bids. Join us to discuss what those items are.

Estimating to PM Handoff Panel

Hear the perspective of Estimators and what they think they should provide PM's and then hear from PM's about what they should expect.

Prospecting & Lead Generation

Is your organization just responding to RFP's or do you have a strategy for going after work that aligns to your organization? Actively selling vs. order taking.

Project Management & Purchasing

The PM's Handbook

Learn from those in the industry about the 10 things every PM must do!

Purchasing Comms

Here's how Organizations should communicate to purchasers and how purchasers should communicate back to others. (MTB grid, purchase review grids, etc.)

PM's on the Jobsite

Hear what PM's should be doing on the jobsite and how to use INNERGY tools to do it.

Life Cycle of a Project II

We often get asked to see a project run birth to death through INNERGY. In this four part series, we will do just that! The second in the series will focus on project management in INNERGY and managing dates.

Champion

How to Prep your Organization for New Features

With new feature releases happening every month, it is important to get a handle on how feature changes impact each department of your organization. Together, we'll talk through how to prepare!

Organizing & Managing your Implementation

Understanding how the implementation schedule, learning plans in peAk, classroom training sessions and 1:1 calls with Implementation Specialists will help you get value out of INNERGY quickly.

Ownership & Management

Metrics & Measures

Discuss metrics to measure and set up your dashboard for success.

Engineering for Owners

Engineering touches almost every part of your business, but almost nobody knows how it works. Peek behind the curtain and find out what you need to know to run an effective engineering department, without being an engineer.

Hiring for Culture

The values that your organization adheres to should play a pivotal role in who you hire. Let's talk about how to hire in order to maintain your culture.

Organizing your Org Chart

Hear from leaders in the industry on how they structure their organization (management team, etc.)

Production Management

Release Production Panel

Discuss best practices with production managers on how and what they release to the shop.

Sample Workload Meeting

Learn how other architectural millworkers run their workload meetings on a weekly basis. Benchmark to organizations that run their workload meeting out of INNERGY.

Capacity Planning

Discuss short-term vs long-term capacity planning and the industry's typical issue with visibility for long-term planning.

MES

Discuss strategy and the tactics of how to utilize INNERGY's MES.

Accounting & Finance

Lifecycle of a Project IV

We often get asked to see a project run birth to death through INNERGY. In this four part series, we will do just that! The fourth and last in the series will focus on accounting.

Indirect Costs

Take some time to understand how to effectively allocation the costs for overhead burden and indirect costs.

Managing Direct Labor

Join us to discuss how to manage actual vs. blended direct labor rates.

How does (n't) INNERGY Integrate with Accounting Software

Discussing where AP, AR, Job Costing, Payroll info all end within INNERGY.

Engineering

Engineering in INNERGY

Learn about processes and integrations- everything from drafting to production.

Custom Report Designer

What good is our amazing new custom reporting if you don't know how to use it? Come learn the basics of report creation from someone skilled in the field.

Design Training

Come learn how to use our new engineering package- DESIGN! Whether you're a current subscriber or just interested, we'll give you an HBO-style free weekend and turn it on for you while you're at the class. We'll teach the basics and some advanced use. Bring your computer and play along!

Side Tracks

Utilizing Education Resources

Learn how to best utilize all of the education resources that INNERGY provides through your lifecycle as an INNERGY customer.

Material Cost Survey

During this session we'll explain the method that you can use to compare what you're paying for commodity materials with other INNERGY customers.

Purchasing Strategy Panel

When, how much, negotiations with vendors.

Contract I

This is the first in a three part series back by popular demand. Isaac from Dovetail has shared some of his tactics surrounding contracts and this session will dig deeper into how to manage your contract workflow.

Contracts II

This is the second in a three part series back by popular demand. Isaac from Dovetail has shared some of his tactics surrounding contracts and this session will dig deeper into how to manage your contract workflow.

Contracts III

This is the third in a three part series back by popular demand. Isaac from Dovetail has shared some of his tactics surrounding contracts and this session will dig deeper into how to manage your contract workflow.

AI Features in INNERGY

Join our CTO as he discusses new AI features in INNERGY. (sneak peek at how AI can shape INNERGY in the future)

Site Management/ Installation/ IT

Lifecycle of Project III

We often get asked to see a project run birth to death through INNERGY. In this four part series, will do just that! The third in the series will focus on managing installation.

Giving Power Back to the Millworker

Hear real stories of winning on the jobsite.

Hardware Strategy

Have questions about what devices to use with INNERGY? Join us to hear options and best practices from INNERGY customers.

Exhibits

Virtual Networking

Take some time to catch up with old friends and meet some new ones!

Networking

Mixology with Mark & Emily/Cooking with Lukasz & Anna

Back by popular demand, join Mark & Emily Christensen at the Norwegian for some Mixology in Rockford, IL. And, did you know we have our very own master chef? Join Lukasz and Anna in their kitchen in Poland for an exciting cooking experience!

Virtual Bingo

Let's play Bingo together!!

Virtual Scavenger Hunt

Go hunting in your instance of INNERGY.

Meet & Greet

We heard you! You'd like some time to connect with other INNERGY users based on your role. Hop in a networking lounge with Drafters, Estimators, Executives, Installers, Product Librarians, Purchasers, Sales, or INNERGY Champions.

Post Summit Beer

Grab a beer and join us to unwind after the Virtual Summit.

Round Table- Accounting/Finance

Join others like you for networking in a round table format.

Round Table- Site Management/Installation

Join others like you for networking in a round table format.

Round Table- Sales/Estimating

Join others like you for networking in a round table format.

Round Table- Women of Woodworking

Join others like you for networking in a round table format.

Round Table- Champion/ IT

Join others like you for networking in a round table format.

Round Table- Engineering

Join others like you for networking in a round table format.

Round Table- PM

Join others like you for networking in a round table format.

Round Table- Ownership/Leadership

Join others like you for networking in a round table format.

Round Table- Production Mgt

Join others like you for networking in a round table format.

Round Table- Purchasing

Join others like you for networking in a round table format.