The Solar Forum 2022


Crowne Plaza, Phoenix Airport | Phoenix, AZ

November 14-15, 2022

solar forum

About the
Solar Forum

HVAC and solar contractors face a rapidly evolving market. A continued focus on one-and-done installations is a missed opportunity to truly own the whole home. Contractors who understand how homes create, distribute, and use energy will be best positioned to succeed in the future. At The Solar Forum, presented by ACCA and Pearl Certification, you’ll learn how to demonstrate the value of renewable energy solutions and solar certifications; stay ahead of the curve by identifying the critical intersection between HVAC, solar, and the energy efficiency industry; understand the value of doing HVAC and solar or partnering with quality trades outside your current business offerings; and ride the solar and smart home revolution to business success.

You’ll find inspiring educational sessions, innovative products, and service providers, as well as opportunities to network with contractors who are engaging in HVAC and solar to varying degrees.

Join us! Make the investment that will create a powerful ripple effect in our industry and in the communities we serve.


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Solar Forum


The Solar Forum 2022


Per Attendee Cost

Individual Cost



The Quicker Change Occurs, The More Likely The Old Ways of Doing Business Will Fail

Times are changing. For HVAC and solar contractors, past strategies for success can no longer predict future good fortune. New refrigerants and a push to electrify heating will lead to more system changeouts. Increased adoption of variable speed compressors, whole-house ventilation systems, and other IAQ products, along with smart thermostats and other new technologies add to the complexity of HVAC work, even as designers and technicians are in short supply. The quicker change occurs, the more likely the old ways of doing business will fail.

A continued focus on one-and-done solar panel installations is a missed opportunity to engage customers throughout the homeowner lifecycle and truly own the home. Offering whole home batteries for existing and past customers is an easy entry point. At The Solar Forum, you’ll learn strategies to expand into other home services like demand response systems, EV chargers, home electrical upgrades, and even traditional energy efficiency measures like insulation.

Changing consumer preferences (and limited pocketbooks) will reward contractors who understand, communicate, and deliver lifetime value to their homeowner customers. Likewise, contractors who understand how homes create, distribute, and use energy will be best positioned to succeed in the future.

This event will help you stay ahead of emerging technologies and demonstrate the value of renewable energy solutions and solar certifications. Stay ahead of the curve by identifying the critical intersection points between the HVAC, solar, and energy efficiency industries and the value of doing BOTH or partnering with quality trades outside your current business offerings. This event is all about making investments that create a powerful ripple effect.

How can HVAC and solar contractors position themselves to profit from these trends?
Solar and stationary batteries represent a tremendous convergence - not only with each other, but also in how they interact with the largest loads in the home, such as HVAC and water heaters. The rapid adoption of electric vehicles adds an additional complexity (and opportunity!) as a family’s car will become one of the largest loads AND a significant source of electricity. A key challenge in adopting solar, batteries, and more demand flexible systems such as smart water heaters and smart variable speed air conditioners and heat pumps is customer engagement and buy-in. HVAC companies are well-positioned to have these conversations with consumers because you already engage homeowners at specific points in their decision-making process, have access to financing programs, and have the design and permitting chops to handle the project.

What’s in it for me once we get there?
You will learn how to stay ahead of the curve with emerging technologies by demonstrating the benefits of offering both quality HVAC AND certified solar by working with elite partnerships, sub-contracting, or bringing renewables in-house. You’ll find inspiring educational sessions, innovative products, and service providers, and have plenty of opportunities to network with other contractors who are riding the solar and smart home revolution to business success.


November 14, 2022

8:30 AM - 9:00 AM
Breakfast Bites
9:00 AM - 9:15 AM
Welcome - Cynthia Adams, Pearl Certification
9:15 AM - 10:30 AM
Learning Lab 1: HVAC, Solar & SMART Technologies with Casey Murphy, Pearl Certification, and Guest Panelists

High-quality HVAC contractors understand the interplay between the home’s building shell and its impact on HVAC design, installation, and maintenance. Exciting new opportunities exist for HVAC contractors that understand the interplay between a home’s solar, battery, and electrical system on HVAC system design and installation. Learn how to differentiate your company by increasing your average service and installation ticket by embracing these solar and SMART technologies options.

10:45 AM - 12:00 PM
Learning Lab 2: Oh My, We Want More Pie! AKA: Alternative Business Models for HVAC & Solar Contractors with Bethany Profaizer and Derek Estes, Pearl Certification

How do you increase Customer Lifetime Value and revenue for your company while providing an experience worthy of garnering repeat customers? If you're running a successful HVAC business, chances are you're already taking every opportunity imaginable to engage your customers, get back into their homes regularly, and truly WOW them. However, ancillary services and service contracts can only take you so far. Join us for an hour to hear from several leading contractors about how they are creatively engaging in the rapidly expanding solar space and earning a bigger slice of the pie while bringing something exciting and new to their existing customers! We'll look at partnerships, sub-contracting and taking the plunge and bringing it in-house.

12:15 PM - 1:45 PM
Roundtable Luncheon
2:00 PM - 3:15 PM
Learning Lab 3: Delivering the Future Today with John White and Pearl Certification Solar/HVAC Companies

Join experts that are practicing what we’re preachin’ by futurizing their business. In this fireside chat-style panel, you will learn about successful reduce and produce methods, how to outsource solar, partner with solar firms, and much more.

3:15 PM - 3:45 PM
Snack Break
3:45 PM - 4:45 PM
Learning Lab 4: Provided by Mosaic
5:00 PM - 6:00 PM

November 15, 2022

8:30 AM - 9:00 AM
9:00 AM - 10:00 AM
Learning Lab 5: Renewables & Policy Barton James, ACCA

Did you know the United States Government offers tax credits, deductions, and funding for all sorts of heating and cooling related expenses, including solar? There’s no question that these programs help drive business for the industry, and they can help put money in your pocket. Join Barton James, ACCA President and CEO to learn how your company can take advantage of federal incentives that are available to contractors.

10:15 AM - 11:30 AM
Learning Lab 6: Giving the Gift of Value to Your Customers While Adding Revenue Opportunities to Your Bottom Line with Robin LeBaron, Pearl Certification

Learn why owners of high-performing homes are, and aren't, capturing the value of your quality installs when they sell—and how third-party home certifications change the equation. Gain the tools you need to help you positively answer value-add questions and safeguard your customers’ investments. By offering Pearl Certification on HVAC and solar, you will be able to sell higher margin goods and services, close more deals, and re-market to existing customers.

11:30 AM - 11:45 AM
Closing Remarks - Barton James, ACCA


Crowne Plaza, Phoenix Airport
4300 E Washington St, Phoenix, AZ 85034

In the heart of Phoenix with spacious guestrooms looking out over the city, unique Southwestern culinary experiences, and exceptional service. The ideal location is the closest hotel to Phoenix Sky Harbor International Airport, with a complimentary shuttle to take you to and from the terminal. And being a stop on the Valley Metro Light Rail means the shops, sights and experiences of downtown are always only moments away.

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