One Aim. One Team. One UMS.

Two days. One room. The people who run the field and the people who set the direction — working through what comes next, together.

Thursday Evening
October 15, 2026 — 6:00 to 9:00 PM — Kickoff
Friday
October 16, 2026 — 8:00 AM to 5:00 PM — Full-Day Summit
Where
UMS Office, 211 E Thomas St, Hammond, LA
Friday Night Social
6:00 to 8:30 PM
Blackened Brew
14256 W Club Deluxe Rd, Hammond, LA 70403
The Charter

Setting Our Sights

A year ago, at UMS's year-end meeting, the company set out to become one thing rather than several — a single organization working off a shared picture, not separate departments moving on their own tracks. The same handful of concerns had already been surfacing independently across field, office, and leadership, each without full visibility into what the others were seeing. That meeting became the launch point: where leadership took those concerns and organized them into a single, connected story — Build, Decide, and Lead.

Zeroing a sight is the deliberate work of aligning aim, judgment, and follow-through before pressure hits — and that's what this year has been for UMS: getting our aim true before the next stretch of growth. This summit is where we confirm that calibration, correct where it's off, and commit to what comes next, together — One Aim. One Team. One UMS.

The summit is chartered around three outcomes:

Make the Connection Visible

Show, session by session, how scattered concerns from across a siloed company turned out to be one story — and what's changed since UMS started treating them that way.

Build the Habit of Seeing It Ourselves

Real examples across the day show the same pattern: connections made too late, from outside the company rather than from within it. Every attendee leaves able to name one thing worth watching in their own area.

Leave Proud, Not Just Alert

The day doesn't end on what's still missing. It closes on what UMS genuinely built this year — in the field, in the data, in safety, in leadership — seen whole, together, for the first time.

Key Initiatives

Build. Decide. Lead.

Our three 2026 strategic initiatives, carried forward from 2025.

Building

Operational Scalability & Margin Discipline

Every job on time and on budget. Growth that stays predictable and repeatable as project volume increases.

Deciding

Enterprise Data Maturity & Decision Velocity

Right data, right people, smarter decisions, faster — moving from reporting after the fact to catching what matters in time to act.

Leading

Leadership Capacity & Accountability

Clear ownership at every level. Leaders growing leaders, without depending on any one person to carry it.

How We Operate

Core Values — Live the Values

These are not posters on a wall. They're the standard we hold each other to — during the summit and in the work that follows it.

Integrity, Trust & Honor

Hold conversations sacred; believe the best. Do not blame, gossip, or talk behind people's backs.

Include & Respect

See, hear, and respect every individual for their ability, perspective, and contribution to UMS.

Lead From Behind

Grow your team, teach them, hold them accountable, and let your team surpass you.

Work Hard, Play Hard

Get work done on time, exemplify UMS standards, be all in, and celebrate the wins.

Two Sessions, One Story

Agenda

Session leads and exact times are being finalized and will be updated here before the summit.

Thursday, October 15, 2026 · Kickoff · UMS Office, 211 E Thomas St, Hammond, LA
1
Opening Statements
Danicia Shaffer, COO.
2
Core Values — "Live the Values, Live"
Christy Lee, CPO. A team-based scenario game built around real workplace situations.
3
The Three Pillars: Build · Decide · Lead
Zach Lemay, Executive Director of Operations.
4
2025 Pillar Progress
Where each pillar actually stands today, continued by Zach Lemay.
5
Future Conversation
Danicia Shaffer. What's next for 2026 — new pillars, or going deeper on these three.
6
Steady Aim Showdown
Team shooting competition using laser-modified training handguns. Same venue. One Aim, tested directly.
Friday, October 16, 2026 · Full-Day Summit · UMS Office, 211 E Thomas St, Hammond, LA
1
State of Play: 2025 by the Numbers
Portfolio-wide performance, presented by two presenters trading off.
2
One-Visit Completion, Field Execution & Our SOPs
Installer/FSM-led best-practice panel.
3
Best Practices Across Regions: CCWA Panel
Panel plus a short interview segment.
4
The Data Story: One View of the Business
Steve Zozula, Director of Software Development.
5
Scheduling: What the Data Actually ShowsCase Study
A real project, named directly — and what we'd catch next time.
6
Safety & Accountability
ELT-led panel.
7
People & RetentionCase Study
A real, named look at where UMS is losing people — and why.
8
Leadership & Culture
A leadership fireside chat.
9
Working Session & Open Discussion
Turning the day into owners, thresholds, and next steps.
The Practical Stuff

Know Before You Go

Getting In

Arrive through the front doors off E Thomas St. Christy Lee may be there to let you in — if the doors are locked, knock on the HR office window and someone will come get you.

Traveling In Thursday

Thursday evening is the Kickoff — values, the three pillars, and the Steady Aim Showdown — with food and drinks curated by Brandon Abelseth.

Meals

Thursday evening food and drinks, and Friday breakfast and lunch, are all provided by UMS.

Dress Code

UMS attire.

Preparation

None required. No pre-read, no homework. Come ready to think and contribute.

Breaks

Breaks are built into the day. Use them to catch up on anything urgent.

After the Summit

Meeting notes will be sent out once the summit concludes, so nothing from the day gets lost.

How the Day Runs

Ground Rules

We're here to learn and to ask questions. Three rules make that possible.

Phones Away

For the duration of each session. Breaks are there for anything that can't wait.

No Laptops

Leave it at your desk. Meeting notes are being captured and sent out afterward — bring a notepad if you prefer to take your own.

Be Present

Come ready to participate, not to observe. The discussion is the point.