The DoorKnocker | Issue 33

2ND QUARTER 2023 | ISSUE 33

A Company-wide News Magazine From The Cook & Boardman Group, LLC

American Campus Communities

In This issue

Precision Doors Delivers on CFG Bank Arena Renovation Project Promises pg8 Cross-SERVE Project: American Campus Communities pg6

CFG Bank Arena Baltimore, Maryland

Features

Helping in Nashville Scott Parker, PM at MJW, shares his experience! 27 09 Stand Out Performances Congratulations to BlueViolet Networks, our 2023 Branch of the Quarter for Q1 and to ABS Idaho Falls, our 2023 Branch of the Quarter for Q2.

Circle of Excellence Recap 16

Rewarding Excellence

Departments

Cross-SERVE Initiatives Project Spotlight and Cross-SERVE Types Human Resources Referral and Veteran Sign-On Bonus Programs Employee Health and Wellness September is National Suicide Prevention Month

Employee Training World-class Training

A Message From Office of the CEO Our Top Priority Sales & Marketing Expanding Marketing Services IT Services Social Engineering Red Flags

Risk Management Pre-Qualifications Statements Operations Deadstock and Project Ordering

In Every Issue

Project Highlight The CFG Bank Arena in Baltimore, MD Company Events A look at what has been happening across the C&B group of companies

A Day in the Life... of an SIS Field Technician

Hall of Famers Recognizing our long-time employees SERVE Award Recipients

Supplier Spotlight The “BEST” dormakaba Product Announcement Employee News Contributions from our Associates

Big Wins Listing Projects awarded totaling $500K+

Editorial Staff: Melissa Krouse, Liz Wallace, Amber Hagan | Graphic Design: Liz Wallace, Amber Hagan | Editorial Board: Bob Settle, Melissa Krouse, Emily Towery, Katie Eure | Contributors: Bob Settle, Rafael Cohen, Emily Towery, Stephanie Rossomano, Jason Jones, Craig LaMontagne, Amber Hagan, Lou Andruzzi, Stephanie Colby, Richard Berthiaume, Joel Linnell (Precision Doors & Hardware), and Scott Parker (MJW) | Printed & Distributed by: Kendrick Graphics, Columbia, SC

The Doorknocker is a quarterly company newsletter for employees of The Cook & Boardman Group, LLC, headquartered at 3064 Salem Industrial Drive, Winston-Salem, NC 27127. All images are used with permission.

An Ambitious Set of Strategic Objectives

Our Top Priority is Teamwork Never-changing Values

Those of us in the newly created Office of the CEO see the change in leadership at Cook & Boardman as an opportunity to take a fresh look at our company performance. While we are pleased that our revenues are on pace for a record year, we still have an ambitious set of strategic objectives before us that require additional effort on all of our parts, especially when it comes to combining our diverse lines of products to cross-SERVE our customers. Success in selling comprehensive solutions across branches will take the kind of teamwork for which our company is well known, with people working across product specialties, geographies, areas of expertise, and divisional organizations. Fortunately, we have an employee-centric culture that encourages working together at every level of the company. From small retrofits to large national accounts, central purchasing to credit, restocking to risk management – everything we do is driven by teamwork. When we live by our core values and SERVE, we Serve our associates, customers, and communities. We Educate and Elevate our associates through training and development programs. And we show Respect for all while working towards a shared Vision that leverages our Expertise to make C&B the best it can be!

These values never change, and we regard them as a core strength of Cook & Boardman. We know the only way we all succeed is when we each succeed, which is why we continue to focus on your growth and professional development. You are what makes our company a great place to work, and we will never lose sight of that. We’ll keep you updated as we review the strategic priorities for our team and how we’re performing against them. We have certainly grown bigger over the past several years, and we will continue to focus on growth; however, let’s also seize every opportunity to be better than we have been before. In every change, there is challenge and opportunity. When we continue to work together as a team to meet those challenges, we can achieve amazing things! Office of the CEO David Eisner, Interim CEO & CFO Emily Towery, CHRO Rafael Cohen, CIO Joe Harrell, President, Door Division Brian Thomas, President, Security Integration Division Katie Eure, Corporate Controller

Expanding Marketing Services NEW - Social Media Support!

Circle of Excellence We made some exciting changes to the Circle of Excellence program for 2023. The number of salespeople who can qualify for the program has been increased from 15 to 20, and the Senior Leadership Picks have increased to 15 - up from 10 last year! We’re also excited to announce that the next Circle of Excellence reward trip will be to the beautiful Ritz-Carlton Grand Cayman in May 2024! Get ready to swim with the stingrays! Sales Effectiveness & Bid Win Rate Improvement Improving our bid win rate continues to be a key initiative this year. As the volume of projects bid increases, incremental improvements in win rate generates more business with little additional work. Small tweaks in pre- and post-bid processes can pay large dividends: • Identify all GCs bidding projects and respond to as many as possible (excluding credit risks, etc.) • Follow-up on all bids promptly • If winning GC wasn’t bid, contact that GC and ask to provide a submittal • If project is lost, find out why – and document the specific reason in CookBook. This information will be valuable in understanding trends and fine-tuning future submittals Social Media Social media services are now available to all company divisions through Corporate Marketing: • Design & development of divisional LinkedIn profiles • Training on social media best practices to gain followers and increase engagement • Program management, scheduling & content posting through the corporate social platform

Active social media profiles are an excellent way to increase your brand’s awareness and promote your services and solutions. The twelve C&B divisions below currently take advantage of these corporate services, and all other locations are encouraged to follow them, and contact us if you are interested in becoming active on social media.

Website Enhancements The Marketing and ECommerce teams combined forces recently to create divisional websites for all locations who didn’t have stand-alone sites and also updated some of the existing sites that needed refreshing. All of the new sites use design templates to give them a Cook & Boardman family connection, while focusing on your local markets, services and capabilities. We’ll continue to work with each division to add additional content to showcase your business, initially focusing on completed projects and unique products and services offered at your location.

Bob Settle Vice President of Marketing

Social Engineering Red Flags Protect Yourself From Phishing

• Did I receive an email that I normally would get during regular business hours, but it was sent at an unusual time like 3 a.m.? DATE TO • The sender included an email attachment that I was not expecting or that makes no sense in relation to the email message. (This sender doesn’t ordinarily send me this type of attachment). • I see an attachment with a possibly dangerous file type.

FROM

• I don’t recognize the sender’s email address as someone I ordinarily communicate with. • This email is from someone outside my organization and it’s not related to my job responsibilities. • This email was sent from someone inside the organization or from a customer, vendor, or partner and is very unusual or out of character. • Is the sender’s email address from a suspicious domain (like microsoft-support.com)? • I don’t know the sender personally and they were not vouched for by someone I trust. • I don’t have a business relationship nor any past communications with the sender. • This is an unexpected or unusual email with an embedded hyperlink or an attachment from someone I haven’t communicated with recently.

SUBJECT • Did I get an email with a subject line that is irrelevant or does not match the message content? • Is the email message a reply to something I never sent or requested? ATTACHMENTS • The sender included an email attachment that I was not expecting or that makes no sense in relation to the email message. (This sender doesn’t ordinarily send me this type of attachment). • I see an attachment with a possibly dangerous file type.

From: hr@yourorganization.cnet To: judy@yourorganization.net Date: Tuesday, December 3:00 AM Subject: Survey Hi Judy,

Now that our new CFO has been selected and starting soon, I’m asking everyone to fill out this quick survey so all the accounting functions can be captured. It should take you only a few minutes. Must be completed by the end of the day. Click here to take the [Survey] or download the attachment. Thanks in advance for your cooperation!

CONTENT • Is the sender asking me to click on a link or open an attachment to avoid a negative consequence or to gain something of value? • Is the email out of the ordinary, or does it have bad grammar or spelling errors? • Is the sender asking me to click a link or open up an attachment that seems odd or illogical? • Do I have an uncomfortable gut feeling about the sender’s request to open an attachment or click a link? • Is the email asking me to look at a compromising or embarrassing picture of myself or someone I know?

HYPERLINKS

• I hover my mouse over a hyperlink that’s displayed in the email message, but the link-to address is for a different website. (This is a big red flag). • I received an email that only has long hyperlinks with no further information, and the rest of the email is completely blank. • I received an email with a hyperlink that is a misspelling of a known website. For instance, www.bankofarnerica.com — the “m” is really two characters — “r” and “n.”

Source: KnowBe4.com

American Campus Communities

100% Incremental

>$5mm+ D8/D28 Projects Value Year 1

> 8 Branches Involved

~ 60% Security Integration

Revenue Increase

American Campus Communities (ACC) is North America's largest turnkey developer/owner/property management group in on-campus student housing (>200 sites today). Key long-term partnership will add $6mm to $10mm D8/D10/D28 annually across new construction and retrofit/upgrade projects. ACC had limited national service options; lack of coordination between CDH/SI on construction projects; dissatisfaction with incumbent Systems Integrator. Strategic vendor partner introduced C&B as unique Cross-SERVE provider. C&B National Accounts awarded 21 eLock security upgrade projects in 2023 across the

Additional retrofit eLock upgrade projects @ >10,000 openings in 2024 and 2025. Anticipated LOI's for > $6mm in new construction D8/D28 build projects at several universities. country @ >$4mm.

Cross-SERVE Types Making the Most Out of Your Opportunities

There are three basic types of Cross-SERVE opportunities: a “referral-based” lead, a “collaborative co-sell” and strategic “greenfield” opportunity development. A “referral-based” X-S lead exists when a Division 8 or Division 28 representative shares an immediate or upcoming business opportunity with an associate from their D8 or D28 group to take independent follow-up action on. In these cases, the lead generator does not necessarily take an active part in the selling process of their partner company to the customer. A “collaborative co-sell” X-S exists when the lead generator and the lead recipient collaborate closely with one another and with the customer to develop the most valuable solutions options, including well- coordinated system design and analysis of various procurement strategies. A “strategic/greenfield” X-S opportunity is one which often requires top-down organizational influence and support by various elements of a customer/partner, including extensive planning and coordination between and across the businesses, typically well in advance of a project bid and award. Though each type of X-S opportunity is equally as important as the other along our transformational journey, beyond the team collaboration itself, it is imperative that we properly capture, link and track our Cross-SERVE opportunities between the businesses. For this reason, tools exist today

between the branches’ opportunity capture systems to effectively link “Parent” X-S opportunities (lead generator) to “Child” X-S opportunities (lead recipient). Our transformational GOLD is represented first by the enhanced customer experience resulting from Cross-SERVE – often reflected in repeat business opportunities - and no less importantly, by the incremental “Child” value of a Cross-SERVE project in terms of additional revenue and incremental gross margin gained (which otherwise would not have occurred). Proper capture and tracking documentation of our Cross-SERVE efforts are therefore everyone’s responsibility. Though we’ve made great strides in this respect over the past year, we still have a long way to go. You’ve heard the term: “If it’s not in CookBook, it didn’t happen!” As it relates to our collective Cross-SERVE efforts, never a truer statement has been made… Thank you all for your efforts so far this year, and we wish you all continued success as we roll headlong into the second half of 2023!

In November of 2021, a Clark Construction associate reached out to Joel Linnell with Precision Doors, requesting he write hardware specifications for the sixty-year-old CFG Bank Arena’s upcoming renovation. It would be transformed into a “new multipurpose, state of the art venue, serving as an anchor for downtown’s west side” needing many replacement openings matching what was already in the Arena. Joel, Regional Sales Manager, coordinated with ASSA ABLOY for products and pricing and then with Project Estimator, Joe Fazio, for proposal submission. Maryland and Delaware District Manager, Larry Griffin, attended the “Project Previews and Networking for Local Clark Projects” event held by Clark on March 16th, 2022, further expanding project knowledge and the working-relationship with Clark executives. On bid day, just two weeks later, and after various meetings back and forth to vet out material needs and costs, Precision Doors submitted their first budget proposal for $800,000 to complete the project. On June 7th, 2022, a Clark project executive notified Joel of the good news. “Congratulations on the award and welcome to the Baltimore Arena team!” The contract’s value rounded out at $922, 548. From then on, the (seemingly) impossible task began: complete shop drawings, vet out all existing project conditions, order materials and place them onsite, and complete - by December. This 6-month timeline didn’t faze Precision employees as Project Manager, Michael Lunn, led the project, knowing the next scheduled sporting event was slated for February of 2023! CFG Bank Arena Baltimore, Maryland

Erich Hyneck and his central detailing team completed shop drawings and work was underway. The team completed the project on time in December. A few months after completion, the project executive from Clark raved, “I can’t thank the Precision team enough for the work performed on this project - one of the most difficult doors, frames, and hardware packages I’ve ever seen - from procurement through delivery/installation - given the design time constraints and state of the existing doors. There were many instances throughout the project where Mike Lunn and the Precision Team went above and beyond, and it’s fair to say that our door completion % upon substantial completion in February would not have been anywhere near what it was, if we had gone with any company besides Precision Doors to supply the doors, frames, and hardware on this project!” Fifteen members of the Precision team were invited to a private show and celebration for the very first concert event featuring Earth, Wind & Fire on April 6th, 2023, at the Arena. Since then, Clark has awarded the Precision team with another $2.5 million project called the UMMC Stoler Center for Advanced Medicine, stemming from the service Precision provided Clark in 2022. The teams look forward to strengthening their portfolios together in the coming years! Joel Linnell Regional Sales Manager, Precision Doors & Hardware Amber Hagan Copy-writer, Corporate

Branches of the Quarter! Congratulations

First Quarter First Quarter

BlueViolet Networks (Fountain Valley, CA)

“Our branch kicked off 2023 with a goal of not only hitting our budget, but specifically wanting to be ‘Branch of the Year!’ This has been a mantra we affirm to each other as we track our standing each month. I think it’s important that everyone on our team know what we are working towards with shared goals - both short and long term. BlueViolet trended to double the revenue YoY with almost the same headcount as the previous year, making it clear each member of the team has worked exponentially harder, building the firm foundation required to support our growth! Installation Manager, Jaime Briceno, and Business Development Manager, Mia Ladner, have made significant contributions we are all thankful for, and I feel a sense of pride as we all see the result of everyone’s hard work in being named CBG’s Branch of the Quarter for Q1.”

Branch of Q1

- David Kim, General Manager

Second Quarter Second Quarter

Architectural Building Supply (Idaho Falls, ID)

“Branch of the quarter is a very big achievement as there are so many outstanding performers in The Cook & Boardman Group! I am extremely proud of the ABS Idaho Falls team. Their determination, hard work, excellence and teamwork made this possible. Thank you, Idaho Falls team, for all that you do. It’s an honor to be a part of this great team!”

- Cale Rafferty, Branch Manager

Branch of Q2

Referral Bonus & Veteran Sign-On Bonus Programs

We’re a great place to work, so why not encourage others that you know to join us? Remember, we have a referral bonus program as well as a veteran sign-on bonus program! Currently, employees of the company are immediately eligible to refer full-time candidates, regardless of position who, if hired, will result in a $500 referral bonus (less applicable taxes). Also, if the referred candidate is a veteran, the referring employee will receive an additional $250 bonus (less applicable taxes) at the time of hire. Additionally, veterans hired are eligible to receive a $1,000 sign-on bonus with the company. The Cook & Boardman Group values our veteran associates and their contributions to our Nation and our business. We are excited to provide additional hiring opportunities and incentives to more veterans in our communities.

2. Managers and supervisors to whom a candidate will report are excluded from receiving any referral bonuses. 3. Once a referral is hired, the employee designated will receive $250 of the referral bonus (plus $250 if the candidate is a veteran). Once the referral completes six (6) months of service, the employee designated will receive the remaining $250. 4. In the event that the same candidate is referred by more than one employee, the date of the earliest referral will designate the employee who will receive the bonus. If you have a candidate in mind for referral, instruct them to list you as their referral source when they complete their application via jobs.jobvite.com/cookandboardman.

All other program rules remain the same, as outlined below: 1. Referral bonuses are not paid for: 1) relatives of employees; 2) candidates previously employed by the company or its subsidiaries; 3) part-time employees who are hired to work less than 30 hours per week; or 4) temporary or contract employees actively engaged with the company who are converting to full-time employment.

Emily Towery Chief Human Resources Officer

September’s Critical Message National Suicide Prevention Month

In recent years, society has become more open to discussing the topic of suicide, and more than 90% of American’s surveyed believe suicide can be prevented. According to the CDC, suicidal thoughts can plague anyone regardless of age, gender, or social status, but in 2021 suicide was the SECOND leading cause of death for people aged 10-14 and 20-34. While commonly linked with depression, there is no definitive marker for suicidal tendencies. There are cases of people who suffer from depression and/or suicidal thoughts who cover them up quite well as we may remember was the case with comedian Robin Williams, who took his own life in 2014. The CDC has several programs that have been implemented for young people, veterans, middle-aged adults, sexual minorities, and those in tribal communities. Please visit this link to learn more about these programs: https://www.cdc.gov/suicide/ facts/disparities-in-suicide.html. How can Cook & Boardman Help You and Your Family? All associates and their household family members have access to a confidential, complimentary Employee Assistance Program (EAP) through MYgroup (administered by McLaughlin Young). Our EAP is available 24 hours a day, 7 days a week, 365 days a year. Employees and their household family members are eligible for up to eight free, in-person counseling sessions, per issue, per year.

Simply call (800) 633-3353 to speak with a licensed clinician to evaluate your situation, and get the most appropriate ongoing support for you. For employees on our Medical plan, we offer MDLive – a free counselor available virtually – through Cigna at no cost – regardless of the medical plan you have chosen. (You do not need to choose the EAP option for this.) Login to your account at www.MyCigna.com and

choose “Speak to a Doctor.” You will then choose “Counseling” to be connected with licensed therapists & psychiatrists via appointment. One other resource: Call or Text 988 for the Suicide and Crisis Lifeline if you are experiencing mental health-related distress or are worried about a loved one who may need crisis support.

Stephanie Rossomano Benefits Manager

Open Enrollment is your only time of year to make changes to your benefits. This year, our Open Enrollment period will be from 10/23/2023 – 11/13/2023. It is also a great time of year to login to Benefit First and verify that your Beneficiary and Emergency Contact information are correct and up to date. Be sure to keep an eye out for emails and meetings from Human Resources as the time gets closer!

March Martin Architectural Retirement Party - March 23rd Martin held a retirement dinner to honor four retiring employees with long tenure. Retirees invited family members, co-workers, vendors, and clients to celebrate with them.

Butch Fitzwater, Scott Strickland, Herbert Holland, and David Ledbetter

Pinnacle Cookout - March 25th Nothing says “team-building” like quality time and a spring cookout. The Pinnacle Door & Hardware team was happy to celebrate the start of Q2 together!

May

Sargent Training at Exactitude in Maine - May 1st Sargent was on-site in Cumberland Foreside, ME the first week of May to train the Exactitude and A3 Communications teams.

“Quatro de Mayo” Event – May 4th

The Cook & Boardman team celebrated “Cinco de Mayo” one day early with Taqueria Luciano’s delicious taco truck, and some corn hole!

Precision Doors & Hardware - Alexandria Branch Picnic - May 11th The Precision team in Alexandria, MD enjoyed a springtime branch picnic.

Company Events

Memorial Day Cookout at Builders’ Hardware - May 25th Builders’ Hardware hosted a Memorial Day cookout on Red Nose Day in Bellefonte, PA.

Precision - Frederick

Precision - Alexandria

Cook & Boardman - Winston Salem

Builders’ Hardware

Precision - Richmond, VA

3Sixty Integrated

Red Nose Day - May 25th The Cook & Boardman Group was proud to participate in Red Nose Day – a worldwide charity initiative combating child poverty - for the seventh straight year on May 25th.

Martin Architectural

Corporate Office

Precision - Fredericksburg

NCPSMA Conference in Asheville, NC – May 24th Cook & Boardman team members, Mark Van Hoever and Scottie Hentschel, attended the NCPSMA Conference where attendees discussed current K-12 school safety.

“Best Places to Work” Ceremony - May 18th The Cook & Boardman Group was honored to be named a 2023 finalist in Triad Business Journal’s

“Best Places to Work” awards.

A3 Vendor Fair & School-Supply Service Project - May 16th An All-Hands Meeting & Vendor Fair was followed by an afternoon of networking between A3 and Cook & Boardman associates, leaders, and vendor partners.

They also celebrated Red Nose Day early!

Company Events

ASSA ABLOY Mobile Installation and Training Showroom – June 6th Company team members enjoyed training in a “custom-built tractor-trailer,

staffed by ASSA ABLOY Academy instructors”!

June

Team-Building at Martin Architectural Products – June 2nd The management team at Martin Architectural participated in a half-day team building event. The fun activities were designed to promote communication, respect, and their core values.

Field Day at Martin Architectural Products – May 25th Martin sponsored a field day with hula hooping, a bean bag toss, a 3-legged race, a water balloon toss, ball hopper races, and tug of war!

3Sixty Integrated at the Texas School Safety Conference - June 19th - 21st 3Sixty team members, and father- daughter duo, David and Micaela Cruz, spent three enriching days at the Texas School Safety Conference in San Antonio, networking with attendees and sharing ways to create safer, more secure buildings.

Fun Fact: Our SIS branches are attending various school safety conferences in five different states this summer!

Company Events

Bass Security Summer Picnic – June 29th Bass Security team members enjoyed food and sunshine at their 2023 Summer Picnic.

C&B Branch - Harvey

C&B Branch - Lilly

Take Your Dog to Work Day - June 22nd The Corporate team, Cook & Boardman branch in Winston- Salem, and Pinnacle Door & Hardware welcomed furry friends into their offices in honor of Take Your Dog to Work Day. It was a real “treat” for everyone!

C&B Branch - Echo

C&B Branch - Romeo

C&B Branch - Teddy

Corporate - Delilah Rose and Georgia Peach

Corporate - Molly

Corporate - Crouton

Corporate - Nell

Corporate - Tucker

Corporate - Alice

Pinnacle Door & Hardware

The Circle of Excellence program was launched in 2022 to recognize and reward the company’s top performing sales representatives – the best of the best as measured by their gross margin dollar contributions over the course of the year. When the final numbers were run in January of this year, the Top 15 Sales Reps were inducted into the 2022 Circle of Excellence. This group was invited to the 2022 Leadership Conference, where they were presented trophies at a special awards presentation during the conference. Recognizing that non-sales associates contributed tremendously to the success of the company as well, a second classification of Circle of Excellence recipients were picked based on their contributions and recommendations from their managers. These 10 Selections were also announced in January and were invited to an awards presentation and dinner, hosted by the Senior Leadership Team, at the Cook & Boardman headquarters in Winston- Salem where they received their trophies. All members of the Circle of Excellence received cash awards and were invited (with a guest) to attend an exclusive trip to the beautiful Ritz-Carlton Aruba in April of this year. The branch managers (plus guests) of the Top 5 Sales Reps were also invited to participate in the trip.

Arriving on a Thursday afternoon, our travelers signed in at the Circle of Excellence registration desk and received a welcome gift, then had the rest of the afternoon free until a poolside reception and dinner that evening. Friday morning saw our group participating in various excursions of their choice around the island of Aruba, including horseback riding, kayaking, riding UTVs in the desert, experiencing the hotel’s great spa or relaxing on the beach. Dinner was held on the beach that evening to the sound of a steel drum band. Saturday’s activities included a group sail and snorkel cruise on a catamaran to a sunken ship that was just offshore. The water in Aruba was a beautiful turquoise, and the visibility was amazing for this excursion. The evening concluded with dinner around a garden pool at an authentic Aruban restaurant that is located in a 100-year-old house. Surveys taken after the trip concluded gave the entire experience a resounding 5-Star rating, and it was our pleasure – and honor, to host this outstanding group of employees and their guests at the 1st annual Circle of Excellence rewards and recognition trip!

2023 Circle of Excellence

Building on the success of the inaugural program, some key changes were made to the 2023 Circle of Excellence program. The number of winners has been expanded to include more sales reps and a larger number of Senior Leadership Selections: • The Top Sales Reps category will now include 20 winners, up from 15 last year • Senior Leadership Selections will include 15 winners selected from associates in support roles across the company, up from 10 last year. Keeping with the tropical theme - and based on suggestions received in the post trip survey, we’re thrilled to announce that the destination for next year’s Circle of Excellence trip is to the Ritz- Carlton on the beautiful Grand Cayman Island! The dates for this trip are May 16 – 19, 2024. We hope to see you there!

World-Class Training A Roadmap to Collective Success

Our dedicated training team has been hard at work, creating a fresh range of learning opportunities to accelerate the growth of our associates and propel them towards industry excellence. In April, our training team gathered for a strategic summit at the Cook & Boardman Charlotte branch. This week-long event allowed us to strengthen intra-organizational relationships, review our training blueprint for 2023, and brainstorm new offerings for 2024. We also gained insights into SIS cross-SERVE success from industry expert, Dave Sweeney. In June, we successfully concluded our inaugural “TriplePlay” 2023 Summit, which brought together Operations, Training, and Purchasing under one platform. I was truly inspired by the immense talent

within our team, as they collaborated, exchanged ideas, engaged in thought-provoking discussions, and outlined our roadmap to collective success. In August, we are set to embark on a groundbreaking journey with a specially designed boot camp. This innovative program is tailored specifically for our Sales Associates and those involved in jobsite surveys. Keeping pace with the ever-changing industry landscape and rapid technological advancements, we are also organizing a beginner-level training course in the increasingly important domain of access control. This initiative is being undertaken in partnership with a distinguished vendor at our Corporate Training Center. Additionally, we announce the upcoming launch of our “Importing Macros” Training Class.

Nick Hebert Senior Manager of Corporate Training

Josh Land Manager of Corporate Training

Lauren Cody Leadership Facilitator

This class is designed to eliminate countless hours spent on manual data entry. This practical knowledge will result in increased productivity, reduced errors, and a more consistent approach. Lastly, we have had some changes in our team. We welcomed Nick Hebert as the new Senior Manager of Corporate Training to lead the Cook & Boardman University. Josh Land was promoted to the key role of Manager of Corporate Training, and we brought on a Leadership Facilitator, Lauren Cody. These changes will strengthen our mission to transform Cook & Boardman University into a world-class training organization. Lou Andruzzi Senior Director of Talent Development

Nashville Baseball

A NEW professional development initiative is starting and YOU can be a part of it! Evolve in your career with The Cook & Boardman Group University!

About CBG University We’re thrilled to introduce The Cook & Boardman Leadership University! This academy provides both in-person and virtual leadership training courses such as Leading through Change, Driving Continuous Improvement, Leadership and Communications, Executive Presence, Coaching and Developing People, Delivering Constructive Feedback, and Handling Difficult Conversations, among others. Our multi-day learning journey will be facilitated by our seasoned team of Leadership Facilitators. “Gallup Clifton Strengths” Effective leadership stems from a comprehensive understanding of one’s abilities. To facilitate this, we’ve partnered with Gallup, Inc., offering the “Gallup Clifton Strengths” leadership assessment. This tool uncovers individual thinking, feeling, and behavior patterns, allowing

people to pinpoint and cultivate their growth areas for leadership success. Our inaugural leadership experience will commence this August with our District Managers; however, all leaders will have the chance to participate in this unique learning experience. Embark on this transformational journey with us and unleash your leadership potential!

“My most memorable job would have to be working at a Supreme Court judge’s office. This job presented a unique set of problems, due to it being built in the late 1700s. Since I am on the smaller size, I was sent into the crawlspace in a Tyvek suit (see photo!) to pull camera and intercom cables through the building. While crawling, I came across quite a few snake skins and managed to get myself stuck. Without the help of my co-worker pulling my legs to get me out, I may have had a bigger problem.”

A Day in the Life of... an SIS Field Technician SIS Field Technicians are responsible for installing wireless access points, electrified door hardware, access control panels, analog and IP cameras, camera servers (NVR), power supplies, cable pathway systems and various structured cabling systems, including fiber optic cabling systems, twisted pair cable, low voltage cable, and coax. Installations

Zach Wheway has worked several different positions with Advantech, in Dover, DE, since his internship in 2020.

are performed in both new construction and retrofit scenarios in a variety of environments.

Interestingly, Zach is a native of Milford, Connecticut, and now lives in Milford, Delaware! Both towns are on the East coast, sitting 255 miles apart. Zach enjoys a variety of activities when he’s not taking care of Advantech customers.

What was your start date with the organization?

“I started in October of 2020 as an Intern, while I was still in High School.”

“I have been an intern, where I worked side-by-side with the service team to better understand what our company offers our customers. I was then an Installer, which is where you learn the basics of the installation branch and lend a helping hand to the lead and field technicians.”

Have you held any other positions within the company?

Do you hold any professional designations or manufacturer certifications?

“I am certified in SALTO Space, Panduit, and AIPhone IX.”

What do you enjoy most about your role?

“I enjoy the face-to-face interactions with Advantech customers and being able to help answer questions about how the product works or what other solutions we can provide for them through cross-SERVE efforts.”

What are your top three favorite hobbies?

“Rock climbing, computers, and traveling.”

Provide two fun/ interesting facts about yourself that others may not know.

“I am an Eagle Scout, and my first car was a manual.”

Favorite company memory?

“My favorite company memory must be the end of the year party we have at the end of every year. It’s a great time with music and food where everyone from all the varying departments hangout and have conversations that are not based around work.”

You Can’t Get Better than the BEST New Products Announcement

dormakaba C100/C200 Cylindrical Locksets c100 Series • Grade 1 cylindrical lock • BAA (Buy America Act) compliant • High strength spring and positive stop to eliminate sagging levers • Manufactured in the USA c200 Series • Grade 2 cylindrical lock • Easy install and adjustable to door thickness from 1-3/8” – 2” without spacers or special tools • Through-bolted for additional strength and reliabil- ity BEST EHD9000 Extra Heavy- Duty Door Closer When it comes to door hardware, you need products with a proven track record that are built to last. BEST has been setting the standard in the industry for over 100 years by focusing on innovation, durability, and compatibility. Whether you are looking for a total solution for a current project, updating your access control, or just making necessary repairs, you can’t get better than BEST.

adjustment points make maintenance and adjustments easier. • A More Durable Cover - Maintain the application’s aesthetic with our dual-clasp design door closer cover, strongly securing the cover to the door closer body.

RCI Readers & Credentials

• Wide variety of

readers, including 125-kHz proximity readers and creden- tials

• Offering includes 125-kHz standard

frequency and 13.56MHz high-frequency solutions • Increase your security while reducing energy con- sumption with our MAXSecure™ and fleaPower™

• Engineered to last - The cylinder’s single-piece cast iron construction

For Every Place That Matters Our purpose reflects the contribution we make to society: we are where our communities come together - from locations across town to locations across the world. At schools and universities, in stadiums, airports, hospitals, and workplaces. We provide safety, security, and sustainability, allowing people to move seamlessly and shape their lives the way they want.

is designed for durability and a lifetime of performance.

• Automatically Adapts to Changing Temperatures - Self-regulating valves automatically adjust for optimal closing speed, backcheck, and delayed action settings through changing temperatures. • Simple Install and Adjustment - Front-facing

Risk Management

Pre-Qualification Statements A Cornerstone of Risk Management

You may be aware CBG’s Risk Department has four primary areas of responsibility: Pre-qualifications, Contracts, Insurance/Bonds, and Compliance. Today, we’ll take a quick dive into the first point of contact with any customer (and their own risk evaluation): Pre-qualifications, where we present ourselves to customers in an effort to prove hiring CBG for the work is the least risky option in an inherently risky business. Before CBG, or any division is awarded work, and often even before being invited to bid, our customers routinely “invite” us to pre-qualify - to demonstrate we’ll be able to perform (and pay for) our part in a given project. A range of factors are considered, from financial strength and employee count, to recently completed projects and current backlog. The more sophisticated the customer, the more detailed the request. What’s interesting and important to note, is that different customers look for different considerations and they’re often at odds; Whiting Turner wants a “corporate view,” while a more local GC only wants branch specifics for the branch they hope to hire. WT likes to see 2000+ employees, while a local customer might avoid us for that reason. It’s not just employee count... the same considerations/contradictions exist for other areas as well, including backlog, work experience/ type, and more. Pre-qualification is not a cut and paste process. It requires knowledge of not only our industry and our work, but our branches – our people – and how to help them put their best face forward. It’s worth mentioning that for our customers, the pre-qualification of subcontractors is a cornerstone of their risk management. Along with the contract language and internal loss control, it evaluates and/ or controls the risk inherent in every project. As mentioned above, the data we provide tells them if we can afford to pay for product and work before getting paid ourselves. It shows if we are too busy (backlog too big), or not busy enough (speaks to ability and financial strength), etc. Unless we can satisfy their various and varying criteria, the

customer is going elsewhere. Only by understanding the context of the questions (work history, branch scope, customer size, project requirements, etc.) are we able to provide the answers they want to hear which allows us to successfully overcome those hurdles and continue to get more work. I’m biased, but I believe our Risk team does that quite well, and our current backlog tells the same story! Several readers will have performed this task in prior lives – completing pre-qualifications – for their branch or former company. Due to the sensitivity of some information often shared in the process, CBG finds it convenient to centralize the process. While it’s not wash, rinse, repeat, the same type of questions appear over and over again, so familiarity with the answers speeds processing and creates consistent results. We appreciate your patience with the timing involved, and your help in staying current on your branch-specific information. When submitting Pre-qualification requests, please remember to share any customer log-in information you’ve been provided to make the process more efficient. Fewer follow ups equals time saved. Finally, in the next few weeks, each branch will get a 6-month survey from Prequalifications@CookandBoardman.com. Please complete it timely and accurately so we can continue our work and update our information. In the next issue, we’ll dive a little deeper into contracts. Thanks for your time! Craig LaMontagne Director of Risk Management

Contributions From our Associates

Brenda (Marketing Manager) and husband, Ryan, became proud parents of son, Rowan James Constantin, on February 24th. He weighed 8 lbs. 13 oz. and was 20.5 inches long. Brenda Constantin 3Sixty Integrated | San Antonio, TX

Dean (Fabricator) was blessed with a new grandson, Rodrigo Portillo, on April 30th. Baby Rodrigo weighed 9 lbs. 3 oz. and measured 21 inches. Dean Massengill Martin Architectural | Cary, NC

Alyssa (Admin Assistant) tied the knot with her partner of four years, Hunter, on April 22nd, in a charming ceremony witnessed by their loved ones. It may have been a rainy day, but we hear that is good luck! Congratulations to the Westons! Alyssa Weston (formerly Bennett) Builders’ Hardware | Erie, PA Carl and Meggie Duda welcomed son, Hudson Edward Duda, into the world on June 10th. He weighed in at 7 lbs. 14 oz. Mom and dad couldn’t be prouder! Carl Duda Cook & Boardman | Charlotte, NC

Justin Brandstein A3 Communications Cumberland, ME

Justin (Branch Operations Manager) and his wife welcomed their son, Bennett Giovanni Brandstein, in October of last year. It’s clear they are raising him right – as a future door expert!

Amber (Digital Marketing Specialist) became Mrs. Hagan on April 7th, in a sweet, private wedding ceremony in Jamestown, NC. Amber and Tucker have a “sequel wedding” and reception planned this fall. Amber Hagan (formerly Luffman) Corporate | Winston-Salem, NC

Share Your Good News!

Did you recently get engaged or married? Add a new little one to your family? Achieve one of your personal or professional goals? Serve your community in some way? We want to celebrate

with you! Share your exciting news by scanning the QR code and emailing the details you’d like to share along with a photo to our marketing team!

Maria Patton (formerly Roberts) Corporate | Winston-Salem, NC

On Saturday, March 25, Maria (Human Resources Generalist) said “I do” to her longtime partner, Alex Patton. They had a beautiful ceremony in Raleigh, NC, surrounded by their family and friends – including a few familiar Cook & Boardman faces.

Hall of Famers

Mike (Hardware Purchasing Agent) celebrated his 40 th anniversary with C&B on March 14th. He is happily married to wife, Sherri, with whom he shares three grown daughters. Mike enjoys serving as Sunday School Director at his church. Mike and Sherri love the coast and spending time at North Myrtle and Cherry Grove beach. Mike Thomas Cook & Boardman | Charlotte, NC

Dean (Wood Door Fabricator) celebrated his 25 th anniversary with Martin on March 19th. He enjoys spending time with his fiancée, Celia, and the five daughters they share. They like to go camping and watch UNC sports. In his free time, Dean and Celia enjoy riding motorcycles together. Dean Massengill Martin Architectural Products Cary, NC

Keith (Custom Door Fabricator) celebrated his 35 th anniversary with Exactitude on June 20th. In his spare time, he enjoys hunting, fishing, and spending time outdoors with his son and friends. Keith Northrup Exactitude | Cumberland, ME

Service Recognition Awards The Cook & Boardman Group recognizes loyalty by giving associates a custom door award every five years of continued service. When divisions come on board via acquisition, we make sure that original start dates carry over. After 25 years of service, you’re also recognized as a company “Hall of Famer.”

Congratulations to these SERVE Award Recipients! March to June 2023 SERVE AWARD RECIPIENTS

S erve

our associates, customers & communities. ducate & Elevate E our associates through training & development programs. espect R respect for ALL. ision V to become the supplier & employer of choice in the industry. xpertise E to ensure we are the expert, most skilled and most knowledgeable, in our industry.

Want to nominate your peers for a SERVE Award? If you have a co-worker who has demonstrated the C&B Core Values, nominate them for a SERVE award. You can find the nomination form in the Forms menu on the Open Door homepage.

of damaged hardware onsite. The damages stemmed not only from the shooting that took place during the event, but also the manual breeching of the doors post-event by authorities. A Door-Job Well Done In the end, we replaced around sixty doors and frames, and several dozen sets of hardware. I can’t say enough about our wood door, frame, and hardware teams here at MJW. I’ve received various comments and emails from the GC’s superintendents and project managers - and even the VP of the company himself - thanking us for helping out so quickly. It especially meant a lot because that VP was also an elder in the Church. Our team was grateful to help ease this specific burden from the experience the congregation of Covenant Presbyterian Church and School suffered. I am proud, honored, and humbled to be a part of this team!”

Scott Parker and MJW Lend a Hand in Nashville, TN after Tragic School Shooting in March

Contributed by Scott Parker

SERVE award recipient, Scott Parker, shares his experience SERVE-ing Covenant Presbyterian Church and School, after the tragic shooting in Nashville on March 27th. Shooting Event Aftermath “In the early morning of Tuesday, March 28th, I received a call the Church would be in need of a few replacement/temporary doors as soon as possible, in order to have church services open that weekend. I paused everything I was working on at the time and jumped into conversations with the GC’s Superintendent and our wood door-shop team, then made a quick site visit to better understand what was needed. Danny Pitts and I quickly realized ‘a few temporary doors was not a few - but a few dozen! Sadly, there were bullet-ridden doors and frames, along with a good amount

The Church at standing-room only, 15 minutes prior to packed services, the following weekend

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