Welcome by 2019-2020 EASA Chairman Brian Larry
Presentation by Tom Bishop, P.E., EASA Senior Technical Support Specialist

In 2003, EASA and AEMT (Association of Electrical and Mechanical Trades in the UK) issued a report that proved rewinding motors in accordance with prescribed good practices would maintain efficiency and reliability. But in recent years, claims abounded that premium efficient motors could not be rewound without degrading efficiency.

This recording discusses the latest EASA/AEMT research that included independent, third-party testing.

Brian Beaulieu
ITR Economics

This highly-rated economist will discuss the leading economic indicators, which continue to be in chaos given the worldwide pandemic. He will recommend the best course of action for the most important part of the economy – you and your business.

Sam Richter
SBR Worldwide, LLC

During times of uncertainty, you have three choices as it relates to sales:

1. Curl up, feel sorry for yourself and hope things get better soon
2. Identify prospects and start building relationships so when we return to some sense of normalcy, your business development efforts are ready to hit the ground running
3. Identify opportunities that need your solutions right now, and reach out in a highly relevant and highly differentiated way. 

Option 1 is not really an option. For Options 2 and 3: What worked in the past won’t necessarily work today and might never work again. The answer: Leverage sales intelligence to locate the right prospects at the right time with the right message. 
In this dynamic program, discover: 

• How to generate opportunities using sales trigger events and powerful introductions so that you’re calling on the prospects who most likely need your solution, right now. 
• How to use search engines, social media and the Invisible Web as powerful sales and competitive “intelligence agents,” ensuring you know how to align your value proposition to what prospects care about. 
• How to leverage information to make a great impression, ensure relevancy, gain permission to ask challenging questions and provide ongoing value to both prospects and customers. 

The Evolution of Sales is not a new sales process – so you’re not starting over. Rather, it’s an evolution of how to identify opportunities and approach prospects in ways where your message is welcomed and appreciated – even in tumultuous times. Plus, what you learn and implement today will work even better when our world returns to some sense of normalcy.

Craig MacKay & Glenn Tofil
England & Company, LLC

Prior to the downturn, many business owners were looking to raise capital for internal growth initiatives, acquisitions, or to buy out a family member or partner, while others were considering an outright sale to an outside acquirer, management or employees. While the current economic slowdown may have delayed those plans, this presentation is designed to help business owners understand: 

1. Current private capital markets conditions
2. Alternative transaction structures available to middle market business owners
3. How financial and strategic investors and acquirers have changed their outlooks given the economic dislocation caused by social distancing measures

Despite the economic downturn, there is an abundance of private capital and continuing long-term interest from financial and strategic acquirers in quality businesses. As part of this session, England & Co. will ask a panel of non-control and control investors and acquirers along with a well-known ESOP attorney to explain key aspects of their particular transaction focus and provide their views on how the current downturn is likely to impact overall levels of transaction activity.

Clint Swindall,
Verbalocity, Inc., San Antonio, TX

Leaders often lead employees based on the way they’ve been led in the past. As leaders, we can all think of good bosses and bad bosses from our past. Good or bad, there were lessons to be learned. In this 15-minute session, the speaker discusses what makes bad leaders bad and good leaders good, with an eye on person introspection of our own leadership abilities.

Clint Swindall
Verbalocity, Inc.

The pandemic of 2020 is creating change in virtually all organizations. From changes in work routines to uncertainty of security in the future, employees are faced with change (both professionally and personally). In this 15-minute recording, the speaker addresses a very specific thing you can do to help employees through these changing times.

Clint Swindall
Verbalocity, Inc.

Employees need help getting through these uncertain and unprecedented times. While it’s our job to provide guidance and encouragement, who is guiding and encouraging us? In order to stay strong for our employees, we need to be inspiring ourselves. In this 15-minute session, the speaker will discuss some things you can do to take care of yourself during these tough times in order to take care of others.

Clint Swindall
Verbalocity, Inc.

As a professional, you are contributing to your organization with exceptional skills required for your area of expertise. As a leader, you are contributing based on your ability to successfully fill four specific roles of leadership. In this 15-minute recording, the speaker takes a look at those four roles and how to fill the right role for each leadership situation.

Craig MacKay & Glenn Tofil
England & Company, LLC

Solid middle-market businesses are vulnerable to revenue surprises and market volatility as the impact of COVID-19 on the economy is currently demonstrating. While the long-term prospects of your business may not be materially impaired by temporary decreases in customer demand, delayed projects or supply chain disruptions, the earnings impact can potentially trigger a default under performance-linked financial covenants with a lender.

As part of this presentation, the speakers discuss: 

• Steps business owners should take if the breach of a financial covenant is a possibility  
• The range of how different lenders might work with borrowers that are in default
• Actions that can be taken if a breach leads to the need to amend an existing credit facility, seek a new credit facility or lending relationship, or possibly raising additional third-party junior capital to shore up a company’s balance sheet

The presenters have helped numerous business owners obtain long-term funding to allow their companies to thrive and grow. In addition, England & Co. will be joined by representatives of leading debt capital providers to discuss how companies can best handle short-term liquidity challenges and prepare for a resumption of long-term growth.

Craig MacKay & Glenn Tofil
England & Company, LLC

Raising capital or selling a business is time consuming and requires significant preparation well before the first potential financing partner or acquirer is contacted. This session will provide attendees with: 

1. An understanding of how to best prepare your business to fully explore your options while minimizing the distraction from running the business
2. An overview of a “typical” transaction timeline
3. Techniques for maximizing the value created through a transaction
4. An outline of key economic and legal terms that can often leave a business owner exposed to significant unexpected liabilities following the close of a transaction

Moderated by England & Company, this presentation includes a panel of leading control and non-control investors and a corporate securities attorney that have many years of experience in dealing with business sales and acquisitions. This experience will be helpful as the presenters share insights and observations regarding the larger, non-financial questions owners must ask themselves as they prepare to transition or finance their businesses.

Mike Weinberg
Speaker, Consultant, Best-Selling Author

The title says it all!! Last year’s highly rated speaker on sales is back by popular demand.

Chuck Yung
EASA Senior Technical Support Specialist

Vertical motors differ from horizontal motors in numerous ways, yet some view them as “just a horizontal motor turned on end.” The obvious differences are the (usually) thrust bearings, with arrangements varying from single- to three-thrust bearings with different orientations suited for specific load, rpm and applications.

Less obvious differences are in the ventilation arrangements, shaft stiffness, degrees of protection and runout tolerances. This session will include:

• Bearing systems: Single, double or more?, Thrust direction, Angle of contact and rpm, Spherical thrust bearings, hydrodynamic
• Ventilation and cooling
• Operating environment, and enclosures: Enclosures (degrees of protection), ODP, TEFC, WPI, WPII (IP equivalents)
• Oil types and quantity: Bearing load and operating temperature, Consideration of speed, Sizing and adding cooling tubes
• Runout tolerances and repair methods: Upper bearing housing, Bearing carrier and shaft, Bottom bracket flange, Best practice methods for re-machining

This recording will benefit the service center owner, supervisor, technicians, sales personnel and customer.

Gene Vogel
EASA Pump & Vibration Specialist

Centrifugal pump failures are most commonly attributed to seal failure, impeller damage and bearing failures. A good understanding of failure modes for seals, impellers and bearings is essential to providing customers with reliable pump repairs. This presentation will explore various failure modes and provide some direction on ways to avoid them.  

• How mechanical pump seals operate, the importance of seal face material selection and proper installation techniques 
• Impeller damage examples and causes 
• General rolling element bearing failure modes 
• Bearing failure modes unique to vertical turbine pumps and associated vertical motors 

This recording will be useful for service center engineers, pump technicians and operations managers.