AI in Roofing Virtual Summit

Description

In partnership with Goude Group, an AI consultancy company, NRCA is offering a hands-on series for roofing leaders ready to convert artificial intelligence to real work inside their companies. Every attendee will gain some AI knowledge they can put to work immediately.

Consisting of three sessions on three days, the summit is for residential and commercial roofing contracting company owners with revenue in the $5 million to $20 million range, as well as their team members who will implement AI tools. Attendees should have some experience with ChatGPT, Copilot or Gemini for basic tasks and want real workflows.

The sessions will be as follows:

Wednesday, Dec. 2: Is your company ready for AI?

Led by Gabrielle Goude, co-founder of Goude Group, and construction attorney Liz Tipping, this session will teach you how to score your company’s AI readiness; understand how AI costs grow as you connect more systems and set guardrails that keep spending in check; set up AI safely and connect it to company files without giving it permission to change them; and decide the company rules for AI, among other things.

Wednesday, Dec. 9: Business development and estimating

Led by Goude and a roofing contractor from NRCA’s AI Committee, this session will teach you how to use AI to find commercial opportunities in public information, such as new construction and renovation; research a commercial property, its owner and the facility manager who makes roofing decisions; build an AI employee in Claude and know the difference between its instructions and knowledge base; and use a step-by-step playbook to build a second AI employee that compares a new bid to your past jobs, among other things. Note: If possible, attendees should have information from a few past commercial jobs, one upcoming bid and two target properties; a sample job will be provided for those without one.

Wednesday, Dec. 16: Financial acumen: Your roofing money CFO

Led by AI architect Jan Haugo, founder of SmartAccountant.ai, this session will teach you how to set up a Money CFO in Claude that reads your monthly financials; forecast cash through the slow season and anticipate tight weeks; and know which financial information is safe to put into AI and what should never go into AI. Note: If possible, attendees should bring a profit and loss statement, balance sheet and receivables aging report with names and account numbers removed; otherwise, demo data will be provided.

Attendees will need:

• A Claude Pro account set up before Dec. 2. During the session, attendees will learn how to add team members.
• Their company Google Workspace or Microsoft 365 login
• About 15 minutes of pre-work before Dec. 2; the assignment will be sent with registration