Agenda

THURSDAY, FEBRUARY 8, 2018

All presentations will take place in Ponce de Leon Ballroom V & VI unless otherwise noted.

8:00 a.m.
Registration (Ballroom Foyer)
9:30 – 10:30 a.m.
Tax Reform: Impact on Businesses and Individuals
Bruce Booken – Buchanan Ingersoll & Rooney
Rose Wilson – Buchanan Ingersoll & Rooney
10:30 – 11:30 a.m.
Current/Future State of PERS Market
Josh Garner – AvantGuard
Geoff Gross – Medical Guardian
Daniel Oppenheim – Affiliated Monitoring
Mary Ann Dunham – Moderator
11:30 – 1:00 p.m.
Lunch (on your own)
1:00 – 1:05 p.m.
Welcome: Bryan Lawrence – Buchanan Ingersoll & Rooney
1:05 – 2:20 p.m.
Loan Transaction Panel
John Robuck – Capital One
Matt Harvey – Prudential Capital Partners
Will Schmidt – CapitalSource
Robin Esterson – Vanwall Holdings
Mark Melendes – CIBC
Tomer Yosef-Or – Abry
Holly Gladstone – Moderator
2:20 – 3:30 p.m.
Lenders/Borrower Dynamics Panel
Michael Harrington – PNC Bank
Bryan Cipoletti – Guardian Protection
Ken Mooney – Citizens Bank
Michael Hagan – Hawk Capital/LifeShield Security
Megan Thompson – Moderator
3:30 – 4:00 p.m.
Break
4:00 – 5:00 p.m.
Company Presentations
Jason Christensen – NorthStar Alarm
Michael Marks – Perennial Software
Jim McMullen – COPS Monitoring
Fred Stevens – JAQX
Rob Jones – Moderator
5:00 – 5:30 p.m.
Recognition of SDM’s Dealer of the Year
Tim Whall, CEO – ADT
6:30 – 9:00 p.m.
Cocktail / Dinner Party (Mediterranean Courtyard, with Ponce de Leon I, II & III as back-up for inclement weather)

FRIDAY, FEBRUARY 9, 2018

All presentations will take place in Ponce de Leon Ballroom V & VI unless otherwise noted.

7:30 – 8:30 a.m.
Continental Breakfast
8:30 – 10:30 a.m.
Presentation: Alarm Industry and Market Overview
Michael Barnes – Barnes Associates
10:30 – 11:00 a.m.
Break
11:00 – 12:15 p.m.
New Trends Roundtable
Matt Eyring – Vivint Smart Home
Jeff Gardner – MONI
Scott Harkins – Honeywell Connected Home
Rich Perry – Ackerman Security
Bryan Lawrence – Moderator
12:15 – 1:30 p.m.
Lunch (Front Lawn, with the Mediterranean Ballroom as back up for inclement weather)
6:00 – 7:30 p.m.
Cocktail Reception (Beach Club Patio)

(Dinner on your own)

SATURDAY, FEBRUARY 10, 2018

MEET AT THE OCEAN GOLF AND TENNIS CLUBHOUSE FOR BOTH ACTIVITIES.

8:30 a.m.
Scramble Golf Tournament
10:30 a.m.
Tennis Tournament
12:30 p.m.
Lunch & Awards Ceremony
(Golf Veranda, with Gulfstream 5 as back up for inclement weather)