78 days to go
8/19 - 8/21/2025
Duration: 3 days
Indianapolis, United States
JW Marriott Indianapolis
485 Participants
6:30 am - 8:00 amWhite River E-J

Breakfast

8:00 am - 12:00 pmGriffin Hall

WinShowcase and 1-on-1 Meetings

12:00 pm - 1:00 pmWhite River E-J

Lunch

1:00 pm - 1:45 pmWhite River A/B

Recruiting and Retention

Ready to build a winning team? Join us for a fast-paced, practical session on Recruitment Best Practices—designed to help you attract top talent, avoid hiring headaches, and turn every new hire into a long-term success story. Whether you're filling one role or planning for the future, this class will give you the tools (and inspiration) to recruit like a pro. Let's find your next superstar!

Recommended Audience
  • President/Manager
Speaker
Andy Wademan
Winsupply Local Company Group
Steve Coen
Winsupply Local Company Group
1:00 pm - 1:45 pmWhite River C/D

WinReports - Accounts Receivable

Description coming soon!

Recommended Audience
  • Back Office
  • President/Manager
1:00 pm - 1:45 pmRoom 104

Consultative Selling in Wholesale HVAC

Is your approach with your customers transactional or transformational? Do they see you as simply another vendor, or as a true business partner? Lasting success in wholesale distribution comes from building long-term relationships through a consultative selling approach. Join this session to learn how to apply a consultative selling strategy that will create lasting customer relationships and position you to evolve from just another vendor to a contractor’s primary business partner.

Recommended Audience
  • Inside Sales
  • Outside Sales
Speaker
Candy Cunningham
BDR - Business Development Resources
1:00 pm - 1:45 pmRoom 103

Advanced Culture Index + Driving Outside Sales for Previously Trained Users Only (2 day workshop)

*For those who have already completed the 2-day Culture Index training*

You know CI and are using it. You get the DOTs. However, you are still struggling to get two things to your satisfaction: new credit apps on a regular basis for new clients and not enough revenue. Time to dig deep into you and your team. 

Key Issues Covered: 
How to attract outside sales talent, interviewing concepts, compensating them and keeping them fully engaged. Bring your current job advertisements! Bring your candidates! Bring your success stories and opportunities to improve! The more you bring the more you will take away. 
If you don't have the budget to hire an outside sales person, we will jump into how to embrace the suck to modify for short periods of time. Only high D's? Not enough vitamin A? We will discuss what it will actually take to move the needle on solving these issues and applying this new knowledge to continue to scale your business.
As a local company President or #2, you are responsible for driving growth. By mastering these skills, you can avoid hitting a wall (or mitigate the damage if you already have hit one). Get ready to get real and attack the core issues: you and your people. This will fire you back up to utilize CI to move Relentlessly Onward!

Recommended Audience
  • President/Manager
  • Inside Sales
  • Outside Sales
Speaker
Jason Williford
Culture Index
1:00 pm - 1:45 pmRoom 102

Cycle Counting with Scan Guns

Description coming soon!

Recommended Audience
  • President/Manager
  • Purchasing
  • Warehouse
Speaker
Akash Sarin
Supply Chain IT
1:00 pm - 1:45 pmRoom 101

A.O. Smith - Adapt+ Residential Tankless & Smart Hybrid Heat Pump Water Heaters

Discover the next generation of water heating solutions with the Adapt+ series.  This comprehensive session explores the Premium Condensing Gas Tankless Water Heaters with cutting-edge X3 Scale Prevention Technology, engineered for lasting performance and efficiency.  Gain Valuable insights into application practices and installation tips.  Then, take a deep dive into the Smart Hybrid Electric Heat Pump Water Heater with anti-leak technology.  Learn about the advanced features, installation practices, and maintenance.  This session includes step-by-step guidance and application recommendations.

Recommended Audience
  • Purchasing
  • Inside Sales
  • Outside Sales
Speaker
Rhett Ousdahl
A.O. Smith
2:00 pm - 3:45 pmWhite River A/B

WISE Health Check

Dive into a 16-point "A Day's Work in a Day" (ADWIAD) health check for your company. Do you know how many of your items aren't assigned a pricing matrix row? Are you staying on top of open vendor warranties and returns? This is all about what to look for to drive operational efficiency and avoid profit leaks. Be ready to work in this class as you use your own company's information to conduct a health check during the session.

Recommended Audience
  • Back Office
  • President/Manager
Speaker
Matt Jones
WGS - Field Training
2:00 pm - 3:45 pmWhite River C/D

Strategic Planning and Planning for Sales Calls

Everyone talks about holding people accountable, especially salespeople. But, what do you hold them accountable to? With a limited number of hours in a day to sell, you must maximize the return on the time you invest in sales efforts. To accomplish this, presidents must help salespeople prioritize their time and create results that are measurable. 

In this comprehensive class, attendees will dive into the art and science of strategic planning for sales success. The first part of the session focuses on analyzing and understanding customer data, with a deep dive into key customer profitability metrics, such as customer wallet share, stratification of target customers, and sales force deployment. You'll learn how to rank customers where financial opportunity and partner ability intersect creating the highest return on your time investment. We’ll guide you through the process of exporting data, filtering it for key opportunities, and using that insight to make informed decisions that maximize your impact. That data is the roadmap that marks the path for your sales force success. 

The second 45-minute session covers the three-step sales call process of planning, executing, and debriefing sales calls. You'll explore how to approach top-tier customers and develop tailored strategies based on the opportunities specific to each customer.

By the end of the class, you will be equipped with a structured, strategic framework for deploying your sales force and concrete objectives you can hold them (and yourself) accountable to. 
This roadmap and structured plan also provides the perfect framework to hold consistent and productive sales meetings and kick your sales growth into high gear!

Instructor: Kyle Buxton

Recommended Audience
  • President/Manager
  • Inside Sales
  • Outside Sales
2:00 pm - 2:45 pmRoom 104

Your Prospecting Game Plan: From Cold Call to Close

Do you have a game plan for prospecting? Finding and closing new customers is a core skill for a successful outside sales representative. Unfortunately, most sales reps. wait to prospect until they “have to.” Don’t let this be you! Join this session to find out how you can make prospecting a powerful part of how you succeed in your territory with a three-step action process.

Recommended Audience
  • Outside Sales
Speaker
Candy Cunningham
BDR - Business Development Resources
2:00 pm - 3:45 pmRoom 103

Intro to Culture Index + Driving More Outside Sales for Local Companies not using CI currently

In this highly interactive introduction to Culture Index (CI) with an Outside Sales Focus, we will utilize 7 work-related traits to learn how to drive more revenue. You will complete a pre-session, 7-minute survey, in order to receive practical and objective feedback using validated statistics to grow your top line. 

Key Issues Covered: 
How to attract outside sales talent, interviewing concepts, and how to compensate them and keep them fully engaged (loving on your A players)!
If you don't have the budget to hire an outside salesperson, we will explore some tips on how to modify your behavior sustainably to drive revenue. 
As a local company President or #2, you will leave with a basic understanding of the traits and how they can help to drive more revenue. You will leave with a baseline for understanding yourself at a deeper level and what you need to do personally in order to support these efforts from the inside out! 

Recommended Audience
  • President/Manager
Speaker
Jason Williford
Culture Index
2:00 pm - 2:45 pmRoom 102

eComm + Resupply Best Practices

This class explores how eCommerce and Resupply work together to improve inventory visibility, order accuracy, and customer satisfaction. Learn best practices for setting up and managing your Resupply catalog, maintaining accurate stock levels, and using digital tools to streamline replenishment. We’ll also discuss how local companies are using Resupply to support customer ordering and reduce stockouts and overstock.

Instructor(s): Casey Wilson and Chris Henion

Recommended Audience
  • President/Manager
  • Inside Sales
  • Outside Sales
Speaker
Casey Wilson
WGS - Digital Commerce
2:00 pm - 3:45 pmRoom 101

Inventory Strategy

Purchasing and Inventory management go hand in hand; good purchasing decisions help to maintain healthy inventory levels, and good inventory management helps guide smart purchasing. But there is more to building a strong inventory strategy. In this session, you will examine the interplay between your company, vendor, sales, and purchasing strategies as they become your overall inventory game plan. This class will cover the philosophy and tactics that go into each strategy, and you will leave challenged to build out these plans at your company. 

Recommended Audience
  • President/Manager
  • Purchasing
Speaker
Chris Abbatello
WSS - Inventory Purchasing
3:00 pm - 3:45 pmRoom 104

Introduction to the new Quotes Application in WISE

Discover Winsupply’s next-generation Sales Quote application—built for speed, simplicity, and performance.
In this session, we’ll provide an overview of the redesigned tool, which combines quoting, ordering, and returns into a single, streamlined application with a modern look and feel. Designed for efficiency and hands-on speed, the new system puts performance first.

You’ll see a live demo of the application and get a walkthrough of key features, including:

A new quote header, bill of material, and completion pages

Improved item search, availability, and entry

Sectioning and advanced pricing capabilities

Side panel tools, print/email options, and document attachments

A powerful new Quote Dashboard with enhanced tracking features

You’ll also have the chance to provide feedback as development continues—helping shape the future of quoting at Winsupply.

Recommended Audience
  • Inside Sales
  • Outside Sales
Speaker
Andrew Beasley
WGS - Operations Information Technology Co.
3:00 pm - 3:45 pmRoom 102

Transportation

This training covers essential transportation procedures, starting with best practices for receiving RDC freight and understanding the ship schedule. It includes a hands-on session on how to quote and book shipments using the Winsupply Carrier Quotes application with multiple service providers. Participants will also learn how to track shipments, manage claims, handle freight invoicing, and work with the shipping manifest. The session concludes with a Q&A to address any remaining questions.

Recommended Audience
  • Purchasing
  • Warehouse
Speaker
Kate Bane
Wholesalers Transportation LLC
3:00 pm - 5:00 pmDelta

Delta: Off-Site Showcase Training

Discover the Delta Faucet Company firsthand! Sign up for a product overview, a tour of our test lab, and an exclusive look at our new products in our world-class showroom for a hands-on experience at our headquarters. 
 
4:00 pm - 4:45 pmWhite River A/B

Networking - Plumbing

Connect, Share, and Strategize: Join other plumbing wholesalers for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

4:00 pm - 4:45 pmWhite River C/D

Networking - HVAC

Connect, Share, and Strategize: Join other HVAC wholesalers for engaging discussions facilitated by TJ O'Connor. Gain valuable insights, tackle common challenges, and build your executive network.

Speaker
TJ O'Connor
Farmington Consulting
4:00 pm - 4:45 pmRoom 104

Networking - Waterworks

Connect, Share, and Strategize: Join other waterworks wholesalers for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

4:00 pm - 4:45 pmRoom 103

Networking - Electrical

Connect, Share, and Strategize: Join other electrical wholesalers for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

4:00 pm - 4:45 pmRoom 102

Networking - Industrial PVF

Connect, Share, and Strategize: Join other industrial PVF wholesalers for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

4:00 pm - 4:45 pmRoom 101

Networking - Irrigation and Pumps

Connect, Share, and Strategize: Join other irrigation and pump wholesalers for engaging discussions facilitated by Local Company Leaders. Gain valuable insights, tackle common challenges, and build your executive network.

5:00 pm - 8:00 pmWhite River E-J

Awards Reception