Sample Agenda

4 Day Event

Thursday - Sunday

Thursday: SW Focus (9 AM - 5 PM)

• 9:00-9:30 AM: Welcome – Ted/Dave

• 9:30-11:00 AM: Tour of SW @ Tucker Drive – “What

Does SW Do?” with Robb & Mark Cook

• 11:00 AM-12:00 PM: “Lifecycle of an Order” – From

Receiving to Shipping with Tasha Zehring

• 12:00-1:00 PM: Lunch & Learn – “Who Are Our

Customers, and How Do We Service Them? SW

Advantage” with Rob McBride

• 1:00-2:00 PM: Marketing – “How Do We Market

SW? Website, Trade Shows, and More” with Natalie

• 2:00-3:00 PM: Product Development – “Our Niche”

with Gordan & Mick Gugel

• 3:00-4:00 PM: General Business Review –

Challenges and Opportunities Ahead with Randy

Parsons

• 4:00-4:30 PM: Meet with a Customer

Friday: LJT Focus (9 AM - 2 PM)

• 9:00-9:30 AM: Welcome – Kevin Marks

• 9:30-10:30 AM: Tour of LJT Ireland Road – “What

Does LJT Do?” with Graham Rose

• 10:30-11:30 AM: “Who Are Our Customers, and

How Do We Service Them?” with Keith Chrise

• 11:30 AM-12:15 PM: Lunch & Learn – Meet with

an LJT Customer

• 12:30-2:00 PM: Takeaways and General Q&A –

Marc & Billy

Saturday (Shabbos): Family Bonding and Reflection

• Shabbos Meals hosted at Lerman family homes.

• Informal discussions, reflection on the business,

and family time.

Sunday: Brunch and Community Engagement

• 9:30-11:00 AM: Morning Brunch – Informal

gathering to recap the weekend, share insights, and

discuss future goals.

• 11:00-11:45 AM: Presentation and Update – Jewish

Institutions in the Community. A discussion of

key updates, opportunities for engagement, and

ongoing community initiatives.

Connect

Small, intimate groups foster family and business connections and encourage more in-depth learning.

Understand

Touring the facilities helps family members better understand our business and how steel is processed.

Appreciate

A Shabbos in South Bend shows family members where it all started and enhances appreciation for supporting the local Jewish Orthodox community.

Lerman Family

Business Education Weekend

South Bend Family Weekend Experience

Join us for an exclusive extended weekend in South Bend, designed to enhance family members' understanding and appreciation of our business.

What to Expect:

Facility Tours: Explore our manufacturing plants and see our specialized steel production firsthand.
Engaging Presentations: Hear from Lerman Enterprise team members about our operations and industry insights.
Meet Our People: Connect with the dedicated individuals behind our business.
Customer Perspective: A representative from one of our valued customers will share insights on:
- Why they choose Steel Warehouse and Lock Joint Tube.
- Their manufacturing processes and clients.

Event Details:

Schedule: Runs twice per year, from Thursday morning to Sunday morning.
Shabbos Accommodation: Meals and accommodations will be provided.
Group Size: Minimum of 10 participants, maximum of 20 per tour.
Registration: First come, first served basis.

Don't miss this unique opportunity to gain a deeper understanding of our business and connect with family members in a meaningful way!

For any questions and to reserve your spot, please send us an email and we will be in touch with you!
baruch.kibel@steelwarehouse.net

Lerman Enterprise Affiliates