Forming Our Future
Schedule
Sunday, February 13, 2022
Registration Opens
First Timers Reception
By Invitation OnlyAll first-time attendees are invited to this welcome reception to connect with other first timers as well as members of PMA’s Board of Directors and their spouses.
Super Sunday Showdown
(Early Arrivals Event)
All Forming Our Future participants are invited to tailgate with old friends and meet new connections. Enjoy beer and cocktails, cheer-worthy tailgate food, great conversation and of course THE BIG GAME, in a relaxed and informal setting before the conference officially begins the following day.Monday, February 14, 2022
Registration
2021/2022 PMA Board of Advisors
Breakfast & Meeting
Past Chairs & First Ladies/Gent Luncheon
By Invitation OnlyForming Our Future
General Session to Commence
Opening Remarks
Opening Keynote –
StandOut Influence… How to Get People on Board
The Power of Consensus and Negotiation to Increase Buy-In
Connie Podesta
Award-winning author, comedienne, human behavior expert
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Opening Keynote –
StandOut Influence… How to Get People on Board
Zoom calls. Web cams. Conference lines. How do you create consensus in a world that is constantly changing? Connie’s keynote provides a crash course in psychology and human behavior to help you get to the bottom of tools necessary to help teams work more cohesively and creatively for better bottom-line results. Wire a rare blend of laugh-out-loud humor, uncanny insight into human nature and killer persuasive strategies, Human Relations expert Connie Podesta will take you inside the minds of the people you need to influence and impress.
Keynote –
Plan and Prosper
Alan Beaulieu
President & Principal, ITR Economics
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Keynote –
Plan and Prosper
It is time to prepare for the challenges and ongoing uncertainties in 2022. There are opportunities and risks ahead and we will explore them in terms of government initiatives, consumer trends, market opportunities, labor issues and production costs. Alan Beaulieu also will discuss business responses, tactics and strategies given the projected changes in the economy. Additionally, he will:
- Assess business demand for 2022 and into 2023.
- Look at ITR’s key leading indicators that clearly foretell the upcoming cyclical turns in the economy and markets.
- Present relevant market outlooks and discuss issues that have an impact on your profitability via resource allocation, budgets, expectations and strategic planning.
- Present the unintended consequences of the massive government programs, including infrastructure and other initiatives.
- Assess interest rate and other financial market trends, including the latest information on stock market performance.
Break
Keynote –
An Update from Washington
John Guzik
Founding PartnerThe Franklin Partnership, LLP
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Omar Nashashibi
Founding PartnerThe Franklin Partnership, LLP
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Paul Nathanson
PartnerPolicy Resolution Group, Bracewell
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Keynote –
An Update from Washington
One year into the Biden Administration, precision manufacturers from around the country have experienced sweeping changes in rapid succession, having to adapt “just in time” to keep the American economy going. What does year two of President Biden’s term mean for your business? Will Congress pass major legislation on taxes or the environment? Will Republicans win either the U.S. House or Senate in the November 2022 elections? PMA's lobbying team, The Franklin Partnership, and strategic communications firm, the Policy Resolution Group at Bracewell, will provide an update on activities in Washington, D.C., and how policies surrounding trade, tariffs, taxes and regulations will affect your business in the year ahead.
Food Trucks & Brews
Enjoy listening to live music while sitting under an open air tent or outside under the stars. Regardless of your taste, you are bound to find something that caters to your taste buds. Stop at one (or more!) of the six trucks and explore enticing selections.Tuesday, February 15, 2022
Registration
Attendee Breakfast
Manufacturing Connections
Lisa Ryan
Owner & Chief Appreciation Strategist, Grategy
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Manufacturing Connections
Build your network through connecting with others. Attendees will participate in a fun and interactive session that will open the door to many unique connections that can propel their future.
Spouse/Guest Activity & Breakfast - Dine. Sip. Shop.
Activity InformationRefreshment Break
Educational Sessions
Track 1
Diversity: Philanthropic Notion or Business Imperative?
Leon Fraser
PrincipalAchieveAbility, LLC.
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Diversity: Philanthropic Notion or Business Imperative?
This session makes the case that diversity is much more than race (such as age generations), has major implications for your labor force and customer relationships, and should be a factor in your strategic planning process. Diversity should not be viewed as a problem, but should be viewed as a solution to several challenges your business faces. The presenter will lay out the facts on diversity and its importance to increasing your skilled labor force and OEM positioning. He also will facilitate a conversation among attendees to generate a list of resources that PMA members can use to ensure the future of the industry.Track 2
Business Valuation & Succession Planning
Troy Roberts
CEOBeanstalk Collaborative Community Wealth, LLC
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Bill Smith
Co-Founder and Board MemberBeanstalk Collaborative Community Wealth, LLC
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Business Valuation & Succession Planning
Do you know how potential buyers will value your business? Are you taking the necessary steps to increase the value of your business? Do you understand the succession options and challenges of succession for small manufacturing businesses today? Troy Roberts and Bill Smith of Beanstalk Collaborative Community Wealth, LLC (BCCW) will share the “Nuts & Bolts” for valuing small manufacturing businesses and strategy and tactics to create value in your business that supports your transition/succession objectives.Key Takeaways:
- Business valuation “Nuts & Bolts” for small manufacturing businesses
- Company “Uniques” that greatly influence valuations
- Succession options for manufacturing businesses
- Succession option impact on valuation and planning
- Strategy and tactics that create value in support of chosen succession option
Track 3
Environmental, Social and Governance (ESG) is Here for Suppliers – Are You Ready?
Stephen Lathrop
PrincipalUHY LLP
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Environmental, Social and Governance (ESG) is Here for Suppliers – Are You Ready?
OEMs and large Tier One suppliers have navigated ESG reporting, including Greenhouse Gas (GHG) reporting and emissions reductions, for some time now. The work they have completed has laid the groundwork for many positive changes within their organizations, and now these OEMs and large Tier One suppliers are now looking to expand upon their improvements by requesting their Tier Two and Tier Three suppliers initiate their own ESG reporting, including GHG reporting. Quickly understanding the landscape of ESG and GHG reporting requirements will be a differentiator to your company and enable continued business with your customers. This breakout session will help to provide a framework for ESG reporting, what GHG baselining is, and how your company can initiate or enhance its sustainable journey.Educational Sessions
Lisa Ryan
Owner & Chief Appreciation Strategist
Grategy
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Leading the Workforce of Tomorrow
Today’s workplace has drastically changed from just a few years ago. The new workforce is more dynamic, diverse and technology-dependent than ever before. Industrial companies need to incorporate a different approach to create a culture that keeps employees from leaving. Companies that succeed in the post-pandemic economy are those that master technology, community and collaboration. During this session, attendees will discover:
- How the pandemic has changed business for good – and how your business can benefit
- How connecting with employees from a personal and professional standpoint builds commitment and loyalty
- Why communication is more critical than before – and how to make sure you’re doing it the right way
- Why ignoring employees’ personal challenges will come back to haunt you
Track 2
Your Business Has Been Stress-Tested: Now What?
Scott Walton
Chief Operating OfficerHarbour Results
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Jason Brewer
DirectorHarbour Results
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Your Business Has Been Stress-Tested: Now What?
Whether you were ready or not, the COVID-19 pandemic has stress-tested your business. How are shops responding and what do they need to do to stabilize the business? This session will take a look at what financial metrics you should be monitoring and how to optimize the supply side of your business. Participants will receive actionable steps to improve operations, efficiency and throughput to better match supply with demand. Additionally, as Albert Einstein said, “In the midst of every crisis, lies great opportunity.” Is your company prepared to capitalize on this crisis? Hear what companies should focus on in the supply side of the business, including strategy, sales, talent and leadership. Participants will learn best practices to help companies recover and better match supply with demand. If you’re asking yourself, “It’s 2021, so now what?” this presentation will answer that question and more.
Bill Hickey
ChairmanLapham-Hickey Steel Corp
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Material Pricing and Market Overview
This update on the metals marketplace will cover 2021 and 2022 business conditions and the outlook for the next six to 12 months for metals service centers, mills and the global metals marketplace. Potential U.S. national trade policy changes that may impact metals-related manufacturing industries also will be discussed.Afternoon Activity -
Kayaking Through the Mangroves - SOLD OUT
Group 1
Afternoon Activity -
Golf Shamble
Shotgun start at 1:00 p.m.
Activity Information
Afternoon Activity -
Kayak Through the Mangroves - SOLD OUT
Group 2
Executive Committee Dinner
Dinner on Own
Wednesday, February 16, 2022
Registration
PMA/PMAEF Annual Meeting Business Session
This meeting will provide an overview of key issues impacting the industry and the association.Morning Break/Spouses to Join Delegates
Breakfast & Officer Recognition Ceremony
Celebrate PMA’s current officers and welcome our 2021 officers to the leadership team. Breakfast will feature a Bloody Mary and Mimosa bar.Keynote –
Game-Changing Benefits for PMA Members
Lee Bissmeyer
Principal Financial Network
Joe Curtis
VP, Director of Group Benefits, MichiganOswald Companies
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Laurie Harbour
President & CEOHarbour Results
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Keynote –
Game-Changing Benefits for PMA Members
This session will provide an overview of the newest benefits available to PMA members, designed to help companies save on costs, improve their benefits plans and make informed business decisions. Hear about these exclusive benefits directly from PMA’s partners who deliver the new 401(k) and health insurance programs, and Metalforming Insights surveys and reports.
Closing Keynote –
10 Big Tech Trends Affecting Businesses This Year
…And Beyond
Gene Marks
President, The Marks Group
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Closing Keynote –
10 Big Tech Trends Affecting Businesses This Year
…And Beyond
Mobile tech, office-collaboration tech, customer-relationship management, artificial intelligence, augmented reality, cybersecurity...these are only a few of the major technology trends that significantly impact how we do business, generate leads, and sell and service our customers, both now and in the future.
Forbes and Inc. Magazine technology columnist Gene Marks will review the hottest technologies that smart business leaders are investing in today...and preparing their businesses for tomorrow. He will discuss how the most successful businesses in the industry use these technologies to increase their sales, control their finances, expand their online presence, find/manage/compensate their people and service their customers. Gene also will take a forward look at up-and-coming technologies—cybersecurity, AI, robotics, augmented reality—that will affect the industry over the next decade.
Afternoon Activity -
Snorkel Trip - SOLD OUT
(Activity to begin at 1:00 p.m.)
Afternoon Activity -
Deep Sea Fishing Tournament - SOLD OUT
(Activity to begin at 1:00 p.m.)
Chairman’s Beach Bash
(Reception, Dinner & Dancing)Thursday, February 17, 2022
ICOSPA President's Council Meeting and Lunch
