#1 virtual Self-Storage Conference
2022 Educational Summit - June 2022
SPEAKERSÂ |Â WHY ATTENDÂ Â | Â AGENDAÂ |Â TICKET BENEFITSÂ Â | Â WATCH THE REPLAY
This two-day self-storage virtual conference featured various panels, breakout sessions, networking opportunities and more. The SBOA partnered with a variety of industry experts and service providers to discuss new technologies, solutions, and opportunities in the self-storage industry. Don’t miss out on great presentations and knowledge!
Speaker bios can be viewed on the conference registration page by clicking on the speakers photo.
Conference Emcee's
Ian Burnstein
President & Co-Founder of the Storage Business Owners Alliance (SBOA)
Jessica Johnson
Vice President of the Storage Business Owners Alliance (SBOA)
Keynote Speakers
Chuck Gordon
CEO of Storable
Kenneth Cox
Executive Managing Director of Newmark Self Storage Capital Markets
Kyle Schmutlzer
CEO of Simply Self Storage
Panel and Educational Session Speakers
Adam Karnes
Vice President of The BSC Group
Alison DeJager
President of List Self Storage
Alonna Ross
Business Development Manager of StorageAuctions.com
Ben Vestal
President of Argus Self Storage Advisors
Bishesh Shrestha
Vice President of Self Storage Lending at Live Oak Bank
Bryan Mosser
Vice President of Sales & Marketing of SBOA Tenant Insurance (SBOATI)
Grace Totty
Vice President of Marketing of Absolute Storage Management
Guy Middlebrooks
Sr. Vice President of Third Party Management of CubeSmart
Jennifer Shaver
Training & Development Manager
Noke Smart Entry by Janus
Jim Ferguson
Client Success Manager of Storable
Jim Mooney Jr.
Vice President of Operations of Freedom Storage Management
Jody Burks
Business Development Manager of Stortrack
Jon Loftin
Senior Vice President of Product of OpenTech Alliance
Lauren Lazenby
Sales Executive of Storable
Lonnie Bickford
President of StorageAuctions.com and Founder of StorageGives
Matt Wess
Acquisitions Director of National Storage Affiliates
Nathan Davenport
Solutions Manager of PTI Security Systems
Paula Swanson
Sales Manager and Director of StorGuard
Peter Spickenagel
Director of Business Development of CallPotential
Phil Murphy
CEO and Founder of CallPotential
Scott Worden
Business Development Manager of CallPotential
Shannon Charbonneau
Director of Client Relations of XPS Solutions
Steven Jeffers
Facilities Asset Manager of Bee Safe Self Storage
Terry Campbell
CEO of Copper Storage Solutions
DAY ONE AGENDA, Wednesday, June 1
1:00 PM to 1:15 PM – Welcome and Opening Remarks
Ian Burnstein – President & Co-founder of the Storage Business Owners Alliance (SBOA)
Jessica Johnson – Vice President of the Storage Business Owners Alliance (SBOA)
1:15 PM to 1:45 PM – Keynote Fireside Chat with Chuck Gordon
Ian Burnstein – President & Co-founder of the Storage Business Owners Alliance (SBOA)
Chuck Gordon – CEO Storable
1:45 PM to 2:30 PM -Acquisitions Panel
The self-storage asset class is dominating the commercial real estate industry. Join this panel of experts as they discuss acquisition trends, development activity, market tolerance for new supply, rate volatility and more!Â
Alison Dejaeger – President of List Self Storage
Ben Vestal – President of Argus Self Storage Advisors
Matt Wess – Acquisitions Director of National Storage Affiliates
Shannon Charbonneau – Director of Client Relations of XPS Solution
Jessica Johnson – Vice President of the Storage Business Owners Alliance (Moderator)
2:30 PM to 2:50 PM – Leveraging Your Self-Storage Communication with an All-In-One Platform
Peter Spickenagel – Director of Business Development of CallPotential
Learn how the #1 Communication Platform in Self-Storage integrates and connects all your conversations for complete control of your customer experience. Join us as fellow owner/operator Peter Spickenagel walks through our award-winning platform and shares why over 40% of the ISS Top Operators use CallPotential to power their operations.
2:50 PM to 3:10 PM – Taking Your Auctions from Chaos to Controlled
Lonnie Bickford – President of StorageAuctions.com & Founder of StorageGives
Join Lonnie Bickford as he discusses:
Auction Best Practices | Online Auctions vs Live Auctions | Whys and Hows of Online Auctions
3:10 PM to 3:25 PM – 15 Minute Break
During this break please take a moment to visit the Expo’s, the virtual photo booth and take a selfie (don’t forget to post it to your social media), answer the poll questions, and relax before we begin the next session.
3:25 PM to 3:45 PM – The Ins & Outs of Tenant Insurance
Bryan Mosser – Vice President of Sales & Marketing of SBOA Tenant Insurance (SBOATI)
Join Bryan Mosser as he discusses:
What is Tenant Insurance?  | Differences Between Tenant Insurance & Protection Plans | About SBOATI | The SBOATI Difference
3:45 PM to 4:05 PM – How Automation Can Help You Do More!
Lauren Lazenby – Sales Executive of Storable
Join Lauren Lazenby to learn how the industry’s only all-in-one, end-to-end technology suite from Storable allows you to:
Maximize Revenue at Your Facility | Run Your Storage Business More Efficiently and Effectively | Create a Five-Star Tenant Experience
4:05 PM to 4:50 PM – Using Third-Party Management or Tech Automation to Enhance your Self-Storage Business
Is third-party management for everyone? What technology and automation is out there to help run your operation more efficiently where you can self-manage? Come join this panel of experts as they discuss the latest technology and automation trends or why selecting a third-party management group may be the best decision for your business.
Grace Totty – Vice President of Marketing of Absolute Storage Management
Jim Ferguson – Client Success Manager of Storable
Nathan Davenport – Solutions Manager of PTI Security Systems
Phil Murphy – CEO & Founder of CallPotential
Guy Middlebrooks – Senior Vice President of Third Party Management of Cubesmart (Moderator)
4:50 PM to 5:00 PM – Closing
Ian Burnstein – President & Co-founder of the Storage Business Owners Alliance (SBOA)
Jessica Johnson – Vice President of the Storage Business Owners Alliance (SBOA)
5:00 PM to 5:30 PM – Networking Rooms
Storable’s Cara Luft, Jim Ferguson and Lauren Lazenby Hosts – Networking Room #1
SBOA’s Jessica Johnson Hosts- Networking Room #2
DAY TWO AGENDA, Thursday, June 2
1:00 PM to 1:15 PM – Welcome and Opening Remarks
Ian Burnstein – President & Co-founder of the Storage Business Owners Alliance (SBOA)
Jessica Johnson – Vice President of the Storage Business Owners Alliance (SBOA)
1:15 PM to 1:45 PM – Keynote Fireside Chat with Kenneth Cox & Kyle Schmutlzer
Ian Burnstein – President & Co-founder of the Storage Business Owners Alliance (SBOA)
Kenneth Cox – Executive Managing Partner of Newmark Self-Storage Capital Markets
Kyle Schmutlzer – CEO of Simply Self Storage
1:45 PM to 2:30 PM – Finance and Real Estate Panel
Adam Karnes – Vice President of The BSC Group
Bishesh Shrestha – Vice President of Self Storage Lending at Live Oak Bank
Kenneth Cox – Executive Managing Director of Newmark Self-Storage Capital Markets
Ian Burnstein – President & Co-Founder of the Storage Business Owners Alliance (SBOA) {Moderator}
2:30 PM to 2:50 PM – Stor-Guard Solutions for Access Control
Paula Swanson – Sales Manager of Stor-Guard
Join Paula Swanson as she discusses the benefits of Access Control for your self-storage properties. In this session you will learn:
Why have Access Control? |  What Options are Available? |  Cost of Ownership |  Why Stor-Guard?
2:50 PM to 3:10 PM – SBA Lending for Your Self-Storage BusinessÂ
Bishesh Shrestha – Vice President of Self Storage Lending at Live Oak Bank
This session will provide an overview on how you can use an SBA loan to finance your next self-storage facility. The session will cover the ways in which an SBA loan can be used to acquire, build/start, expand and refinance a self-storage facility. Along with this information, the session will also go over the terms and conditions of an SBA loan and what one needs to be mindful of when applying for this loan product. Â
3:10 PM to 3:25 PM – 15 Minute Break
3:25 PM to 3:45 PM – Technology from an Operator’s Eye View
Jennifer Shaver – Training and Development Manager of Noke Smart Entry by Janus
We know how technology providers feel about technology, but how do owner/operators say it affects their business?
What do they see when they are onsite? Is it truly accepted by customers?
This session will show you an unfiltered view and response to technology.
3:45 PM to 4:05 PM – Outprice Your Competition: Easy Solutions for Optimizing Your Rates and Increasing Profitability
Jody Burks – Business Development Manager of StorTrack
In this session, StorTrack’s Jody Burks will explore how rate optimization works as part of a successful pricing strategy.
Jody will discuss current solutions to help managers, owners and operators pinpoint the best rates with the use of market analytics
and automated competitor rate tracking. Get ready to outprice the competition!
4:05 PM to 4:50 PM – Developing a Remote Facility Operating Model the Right Way
Jon Loftin – Senior Vice President of Product of OpenTech Alliance
Lonnie Bickford – President of StorageAuctions.com and Founder of StorageGives
Steven Jeffers – Facilities Asset Manager of Bee Safe Self Storage
Terry Campbell – CEO of Copper Storage Solutions
Jim Mooney Jr. – Vice President of Operations of Freedom Storage Management (Moderator)
4:50 PM to 5:00 PM – Closing
Ian Burnstein – President & Co-founder of the Storage Business Owners Alliance (SBOA)
Jessica Johnson – Vice President of the Storage Business Owners Alliance (SBOA)
5:00 PM to 5:30 PM – Networking Rooms
CallPotential’s Scott Worden Hosts – Networking Room #1
StorageAuctions.com’s Alonna Ross Hosts- Networking Room #2
WHY ATTEND?
NETWORKING OPPORTUNTIES WITH INDUSTRY EXPERTS
Throughout our 25 years in the self-storage industry we have formed valuable relationships with industry experts. We want to extend the connections to you!
MEET INDUSTRY VENDOR PARTNERS
Get to know the best-in-class vendor partners in the industry. When we were owners and operators, we utilized these partners who helped us save time, money, and increase operational efficiencies. Get connected to the right partners the first time!
SOURCE NEEDED PRODUCTS AND SERVICES
Find the right products and services you need for your self-storage facilities to help create operational efficiencies, automate your facility, protect your facility, and more! Don’t waste your time searching for who to use. We have already found them for you, vetted the products and services, and secured you exclusive pricing by being a member of the SBOA.
LEARNING & RESOURCES FROM INDUSTRY EXPERTS
We have learned so much throughout the years of buying, owning/operating, and selling properties. We made many mistakes along the way. That is why we created this program so we can save you from making the same mistakes we did in our early years entering the industry. You will be provided a Storage for Rookies Playbook of all of the seminar content, as well as video replays of sessions if you need to refer back.
OTHER COOL STUFF INCLUDED IN YOUR TICKET
SUBSCRIPTION TO THE SBOA'S WEEKLY NEWSLETTER
The SBOA has one of the highest opened newsletter in the industry, full of industry news, upcoming events, helpful online seminar recordings, and more! Delivered to your inbox every Tuesday.
FULL ACCESS PASSES TO SELF-STORAGE UNLOCKED EDUCATIONAL WEBINARS
The SBOA offers FREE ongoing, virtual educational webinars produced 2x per month. Sometimes we even throw in a bonus session. Check out our calendar of events for more details on upcoming educational webinars.Â
ACCESS TO OUR MEMBER ONLY FACEBOOK & LINKEDIN PRIVATE GROUPS
Interact with fellow SBOA members who are owners and operators just like you. Ask questions to the group when you need suggestions, provide others your feedback on their posts, learn about upcoming events, and more.
ACCESS TO SBOA MEMBER ONLY EVENTS
During the National Self-Storage Association, Inside Self Storage World Expo, and some state level association trade shows we gather our members and partners together for cocktail networking events. We love staying in touch with our members and learning how your business is evolving.
EXCLUSIVE OFFERS FROM OUR VENDOR ALLIANCE PARTNERS
Each of our vendor alliance partners has created exclusive offers and pricing offered only to the SBOA members. Take advantage of these deals today. To learn more visit our Savings Program Page.