The 2026 D-Tools User Conference Agenda
Ideas that fuel growth. Connections that shape the future. Dive into the full agenda and see how each day helps you share what works and build what’s next.
Explore the 2026 D-Tools User Conference Experience
6:00 PM – 9:00 PM
Welcome Cocktail Reception
All Attendees
8:00 AM – 8:30 AM
Welcome: State of D-Tools & The Vision Ahead
General Session: All Attendees
Randy Stearns
CEO of D-Tools
8:30 AM - 9:15 AM
Opening Keynote: Adapt or Die - Innovation
in the Age of AI
General Session: All Attendees
Discover how AI is reshaping the integration landscape—and what forward-looking businesses must do now to stay relevant, competitive, and profitable.
John Heyman
StellarIQ
9:15 AM - 10:00 AM
Opportunities in Motion: Navigating an Uncertain Industry with Confidence
General Session: All Attendees
Learn how market shifts are creating new openings for integrators who understand where the demand is heading—and how to position for advantage.
Jason Knott
Data Architect at D-Tools
Utz Baldwin
Head of Data Solutions at D-Tools
Dan Ferrisi
Moderator
10:00 AM - 10:30 AM
Break & Partner Pavilion Opens
General Session: All Attendees
Connect with D-Tools partners, and use this time to network, recharge, and prepare for the next session.
10:30 AM - 11:15 AM
The Top 5 Labor Profit Leaks — and How to Fix Them
General Session: All Attendees
Learn how to pinpoint the five biggest labor profit leaks—and apply practical fixes that help you price with confidence, bill what you’re worth, capture more hours, tighten scheduling, and charge appropriately for project management and design. This session gives you the clarity to stop guessing and start protecting your labor margin with intention.
Matt Bernath
VITAL
11:15 AM - 12:00 PM
Marketing Momentum: Using Technology to Scale Demand & Brand Presence
General Session: All Attendees
Learn how modern marketing, automation, and digital strategy work together to generate consistent leads and support long-term business growth.
Ron Callis
OneFirefly
12:00 PM - 1:00 PM
Lunch - Networking & Partner Pavilion
General Session: All Attendees
1:00 PM - 2:30 PM
From Chaos to Clarity: Mapping and Automating Your SI Workflow
Mission Control (SI Users)
Learn how to map and refine your team’s workflows in SI to streamline operations, improve collaboration, and deliver more consistent project outcomes.
SI Team
1:00 PM - 2:30 PM
Tighter Operations, Stronger Results: Turning Execution into Cash Flow
Cloud Command (D-Tools Cloud Users)
D-Tools Cloud Team
1:00 PM - 2:30 PM
Insight to Foresight: The Broader Vision for i3 as the Industry’s Central Hub
Data Orbit (i3 Partners)
information hub, dealer data portal, and SupplierIQ data gateway.
Utz Baldwin
Head of Data Solutions at D-Tools
Jason Knott
Data Architect at D-Tools
2:30 PM - 3:00 PM
Break & Partner Pavilion
General Session: All Attendees
Connect with D-Tools partners, and use this time to network, recharge, and prepare for the next session.
3:00 PM - 4:30 PM
Data in Motion: Turning SI Insights into Action
Mission Control (SI Users)
Learn how to transform well-structured SI data into powerful reports, dashboards, and automated workflows that drive smarter decisions and measurable growth.
SI Team
3:00 PM - 4:30 PM
Invoicing That Works: Real-World Strategies for Predictable Revenue
Cloud Command (D-Tools Cloud Users)
Learn how integrators structure invoices, manage change, and build repeatable billing workflows inside D-Tools Cloud. Walk away with practical approaches that reduce friction, accelerate payment, and support steady, reliable cash flow.
D-Tools Cloud Team
3:00 PM - 4:30 PM
Forecast with Confidence: One-on-One i3 Data Planning
Data Orbit (i3 Partners)
Scheduled One-on-One i3 Partner Meetings reviewing your specific industry categories and your proprietary company data using SupplierIQ.
Utz Baldwin
Head of Data Solutions at D-Tools
Jason Knott
Data Architect at D-Tools
5:00 PM - 6:30 PM
Evening Mixer - Cocktails, Conversation, and Partner Pavilion Networking
General Session: All Attendees
8:30 AM – 9:15 AM
Revenue on Repeat: Building Profitable Service Plans That Stick
General Session: All Attendees
Learn how integrators are creating recurring revenue through scalable service programs that boost loyalty, stabilize cash flow, and increase lifetime value.
Joseph Kolchinsky
OneVision
9:15 AM - 10:00 AM
Process Before Software: Building Operational Clarity for Successful Implementation
General Session: All Attendees
Learn how to define and visualize your workflows before adopting new tools so technology enhances efficiency, strengthens alignment, and supports the way your team actually works.
Jason Sayen
I am Sayen
10:00 AM - 10:30 AM
Break & Partner Pavilion Opens
General Session: All Attendees
Connect with D-Tools partners, and use this time to network, recharge, and prepare for the next session.
10:30 AM - 11:15 AM
Talent Engine: Building the Team That Fuels Your Next Stage of Growth
General Session: All Attendees
Learn how to recruit, develop, and retain the right people—and structure your organization for predictable, scalable success.
Chris Smith
The CoTeam
11:15 AM - 12:00 PM
Peer-to-Peer Best Practices Idea Exchange
General Session: All Attendees
Combining the collective brainpower of attendees in a structured idea exchange of best practices for proposals, onboarding and training, change order management, and local data dissemination.
Jason Knott
Moderator
12:00 PM - 1:00 PM
Lunch - Networking & Partner Pavilion
General Session: All Attendees
1:00 PM - 2:30 PM
The Road Ahead: SI Innovations, Roadmap & Expert Q&A
Mission Control (SI Users)
Learn what’s coming next for SI—from new features to long-term advancements—and how to prepare your workflows and teams for the next evolution of the platform.
SI Team
1:00 PM - 2:30 PM
Cloud Unlocked: What’s Next for D-Tools Cloud
Cloud Command (D-Tools Cloud Users)
Discover upcoming Cloud enhancements and roadmap priorities that will redefine how teams collaborate, sell, and manage projects—all directly from product leadership.
D-Tools Cloud Team
1:00 PM - 2:30 PM
I3 Open Forum i3 Partner Idea Exchange
Data Orbit (i3 Partners)
Peer-to-peer i3 Partner idea exchange to help fashion the future of the industry and i3.
Utz Baldwin
Head of Data Solutions at D-Tools
Jason Knott
Data Architect at D-Tools
2:30 PM - 3:00 PM
Break & Partner Pavilion
General Session: All Attendees
Connect with D-Tools partners, and use this time to network, recharge, and prepare for the next session.
3:00 PM - 4:00 PM
Closing Keynote: Celebrating Growth, Excellence & What Comes Next
All Attendees
Join the D-Tools leadership team for awards, major takeaways, and a forward look at how the community will shape the future together.
The Countdown Is On — Are You In?
Secure your spot today for $595!
