IDAExpo & Events

IDA Spring CEU Grab

May 12 – 14

IDA will be holding a virtual educational series for members of the door and access systems industry have more chances to earn CEUS this year! Over the course of 3 days, participants can earn up to 11 CEUs.

Interested in sponsoring this event? Please contact Lori Cummings at [email protected] for details.


  Member Non-Member
Full Package
Access to all educational sessions over 3 days with a chance to earn up to 12 CEUS. Also includes access to all recordings post event.
$100 $150
Daily Pass
One day only access with a chance to earn up to 4 CEUS.
$50 $90
All Courses will be available on IDA Online Education post Event for single purchase
IDA Online Education Course
Single course purchase for CEUs post event
$25 $35

Click Here to Register! 

Full schedule of events and detailed descriptions below. See you there!

Wednesday, May 12

Time Topic CEU
1:00 pm – 2:00 pm ET Management 1
2:15 pm – 3:15 pm ET Management 1
3:30 pm – 4:30 pm ET Management 1
4:45 pm – 5:45 pm ET Technical 1
Thursday, May 13
Time Topic CEU
1:00 pm – 2:00 pm ET Management 1
2:15 pm – 3:15 pm ET Management 1
4:45 pm – 5:45 pm ET Sales 1
Friday, May 14
Time Topic CEU
1:00 pm – 2:00 pm ET Management 1
2:15 pm – 3:15 pm ET Advocacy 1
3:30 pm – 4:30 pm ET Technical 1
4:45 pm – 5:45 pm ET Sales 1

Detailed Schedule ‎

Wednesday, May 12‎

‎1:00 pm – 2:00 pm ET

Industry Insights 1– A Solid Foundation for Financial Planning
Josef Roberts, E-Squared Consulting  
What is needed to have a solid foundation for financial planning?  You must understand ‎the basics associated with financial reports and how things are accounted for. Every ‎successful company that does financial planning starts with a basis of understanding its ‎current results.  In this seminar we will set the basis for financial planning buy teaching ‎the foundational elements of financial report and basic accounting methods.‎

‎2:15 pm – 3:15 pm ET ‎
Industry Insights 2 – Instructions for Configuring and Installing your Financial Plan ‎
Josef Roberts, E-Squared Consulting  ‎
Learn how to design and build a financial plan.  What key elements are needed to build ‎a plan?  The premise of a financial plan is predicting future results.  In this session you ‎will learn what types of information you will need to build a financial plan. This will ‎include some key historical information that can be used to predict build future results.  ‎As the saying goes, history is often the best predictor of the future. ‎

‎3:30 pm – 4:30 pm ET ‎
Google Ads vs. Local Service Ads (AKA “Google Guaranteed”) – Which lead generation program is the right ‎fit
Doug Schatz, Market Hardware ‎
Getting more new leads outside of your referral network is the key to the growth of ‎every business.  But we all know Google has not made it easy for door dealers when it ‎comes to Google Ads and the new "Google Guaranteed" Program.  Using our 10+ ‎years of experience running these programs for door dealers, we are here to show you ‎the secrets of success to Google Ads and the new "Google Guaranteed" program - and ‎how to avoid the pitfalls most door dealers fall into.‎
We will show you what it means to use lead generation programs that actually work and ‎how you can avoid the Angie's List and Home Advisor tire kickers who just waste your ‎time.‎ During our session we will review:‎
  1. Critical elements of a Google Ads program and what a realistic cost-per-lead is in the ‎industry
  2. Why Local Service Ads (AKA "Google Guaranteed") is one of the most important ‎things we recommend you consider.  And how you sign up today!‎
  3. Which of these programs are right for your business and the expectations you should ‎have about success
We have been providing members with free advice for over 13 years.  Let us help ‎educate you on these top lead generation programs and how they will increase your ‎profitability in 2021 and beyond.‎

‎4:45 pm – 5:45 pm ET ‎
Introducing UL 325 Essentials - New Industry Training Module that You Need to Succeed‎
Tim Castello, Miller Edge and Steve  Kuscsik, UL 325
You thought you knew enough about UL 325? Think again. Two of the industry’s most sought-after speakers provide you with insight into the world of UL 325 like you have never experienced. This presentation will introduce the 3, soon to be 4 part series of the newly minted UL 325 essentials training platform available on You will also be given UL 325: 101 Ul 325 Overview, the prerequisite to unlock either UL 325: 201 Residential Garage Doors and Systems or UL325: 202 Commercial Door Operators and Systems.

Thursday, May 13 ‎

‎1:00 pm – 2:00 pm ET

Industry Insights 3 – Building Blocks for Earnings & Profit Planning
Josef Roberts, E-Squared Consulting  ‎
Develop a planning model that helps you to project future profits.  Learn key tools and ‎levers that you can use to model future profits and improvement plans.  This session ‎will be about how to build a model for a future income statement.  This model will use ‎key forecasting elements to build a plan for revenues, gross profit, overhead expenses, ‎and profitability.‎

‎2:15 pm – 3:15 pm ET ‎
Why SEO is Still the Key to the Best Free Leads Online
Alain Parcan, Market Hardware ‎
At Market Hardware we have been preaching about the importance of SEO for years.  We also know that ‎many IDA members have been burned by bad providers, misleading promises and poor results, leaving ‎them wondering if SEO really works.  We are here to tell you not only does SEO work when done properly, ‎it creates the highest quality leads for your business.‎
During this exclusive presentation for IDA Members we will show you things you can do to improve your ‎own SEO, how you should be measuring success, and where you need to lean on professionals to help (and ‎how to identify the pros from the scammers).  Online searches for your services are only increasing - are ‎you being found when people search for your services in the top cities you serve?‎
During our session we will review:‎
  1. ‎How you can do some basic things to improve your own SEO‎
  2. How success should truly be defined (more page one exposure!) and the best ways to measure success
  3. Why impressing Google is more important than impressing consumers when it comes to SEO - and how ‎that equals more leads
We know your time is valuable so please join us for this short, but critical Webinar that is exclusive to IDA ‎members.  We have been providing members with free advice for over 13 years.  Let us help educate you ‎on why SEO must still be a part of your growth plans.‎

‎4:45 pm – 5:45 pm ET ‎
Contractual Relationships - What to Watch Out For and How They Can Affect You Down the Road ‎
Brenton Cheney, Frontier ‎Pacific 
Covering contracts large and small, going over things to look for and how different sections can affect you and change your way of doing business after your sign.

Friday, May 14 ‎

‎1:00 pm – 2:00 pm ET ‎

Industry Insights 4 – Building Blocks for Cash and Liquidity Planning
Josef Roberts, E-Squared Consulting
Develop a planning model to project future cash flow!  This model will help you to ‎project your cash flow needs in the near-term and longer term.  This session will focus ‎on building a financial plan to ensure that you have adequate cash to meeting future ‎needs and fund investments in the business.  This will involve cash forecasting for ‎working capital needs, fixed asset investments, and large expenditures. ‎

‎2:15 pm – 3:15 pm ET ‎
Code Compliance for Door Dealers: The Winds They Are A-Changing!‎
Mike Fischer, IDA Executive Director 
Did you know that meeting building code requirements for wind loads on windows and ‎doors- including garage doors, overhead doors, and rolling doors- is the law almost ‎everywhere in the U.S.? With the increase in high wind events like hurricanes and ‎tropical storms, more jurisdictions are enforcing the wind load requirements already ‎enacted in the code. It’s no longer just a Florida, Atlantic Coast or Gulf Coast problem. ‎Recent changes in the labeling requirements in the code will trigger even more ‎enforcement issues. Attend this session to learn what the code requirements mean for ‎your business- both the challenge and the opportunity.‎

‎3:30 pm – 4:30 pm ET ‎
Spring Tech and Calculations in the Residential Market ‎
Mark Fisher and Kevin Pettiette, Smokey's Garage Door 
Join Mark Fisher and IDA Past-President Kevin Pettiette for our first IDA CEU grab.  This hour will have us all starting with the basics of garage door industry spring development, history, termination and applications.  We will discuss what today's residential marketplace looks like.  "Toto, we're no longer in 16 x 7 pan-door world anymore." We will look at drums and discuss why they are shaped so differently., what difference does it make.  What does track radius have to do with anything?  What's an extension spring used for?  I.P.P what?  Mark and Kevin will talk standard lift, high-lift, follow the ceiling and even vertical-lift track and their effect on springs.

‎4:45 pm – 5:45 pm ET ‎
How to Sell in the Current Environment
Tony Badalamenti, The Genie Company 
Sales in today’s market is totally different than it was a few short years ago. The rules have changed, the methods have changed, but have we changed with it?  Tony will discuss these five important strategies for success:
  1. Knowing your target customers is probably the number one important thing of selling. Are you selling to a baby boomer or GenX? Differences that make the sale.
  2. Know your product and the value that you bring. Explain why you are worth every penny you are asking.
  3. Know your competitors and why you bring more value.
  4. Dress for success! Be the professional.
  5. Know how to close the sale. Learning what is important to the customer.