WQA Convention & Expo · April 28–30, 2026 · Miami Beach, FL

Smarter Solutions.
Better Water Today.

Complete summary of 16 technical and business sessions from the WQA 2026 Convention. Click any card to explore its full slides.

WQA 2026
Miami Beach Convention Center
WQA 2026 Banner
01 · Keynote/Marketing

Own Your Influence in Water Quality

Storytelling, social media, and building industry authority through authentic content.

Michael Bonner · Bonnerville
02 · Technical Session

Water Softeners & Water Heater Performance

TDS, anode rod comparison, corrosion, odor, and heater lifespan under softened water.

Alexis Turcotte · Corro-Protec
03 · Product/Strategy

Rethinking Whole-House Water Treatment

Why whole-house RO is the next frontier — field data, system design, and rental models.

Brio Water Technology · LAGO Dealer Program
04 · Technical Session

Activated Carbon for PFAS

GAC design to commissioning — sizing, hydraulic loading rate, EBCT, and startup.

Miles Menyhert
05 · Business Strategy

Reimagining Commercial Applications

Identifying and winning public water system and commercial/industrial opportunities.

Everett Windover · Culligan Water Technologies
06 · Technical Session

Brine Additives & Iron Fouling

Ion exchange, iron fouling mechanisms, and lab data on brine additive effectiveness.

Stephen Wheeler · ResinTech
07 · Regulatory/Standards

PFAS Reduction Landscape (NSF/ANSI 53&58)

New challenge levels balloted Jan 2026, UCMR5 status, and PFAS surrogate research.

Rick Andrew · Rick Andrew Consulting
08 · Business/HR

Five Tips to Find and Keep Better Employees

Recruiting, onboarding, people problems, accommodations, harassment, and HR tools.

Ben Opp, SPHR · HR Source
09 · Marketing/Sales

Fix Your Marketing in 45 Minutes

Google Business Profile, AI search, WQRF content tools, and follow-up automation.

Sarah Longstreet Latz
10 · Legal/Operations

Navigating the Supply Chain

Tariff landscape, pricing clauses, force majeure, and renegotiation strategies.

Gabriel Herman, Esq. · Fox Rothschild
11 · Data/Marketing

The Next Wave 2026

Market data, consumer targeting, and growth insights for the water quality industry.

Dale Filhaber · Dataman Group Direct
12 · Environmental/Technical

Blending Valves as a Chloride Strategy

MMSD pilot: blending valve effectiveness, consumer attitudes, and salt reduction data.

Emily Jones · Madison Metropolitan Sewerage District
13 · Public Health/Research

WET Trial: Waterborne Disease Prevention

First RCT globally studying UV treatment of private wells and AGI in children.

Heather Murphy · University of Guelph
14 · Product/Innovation

Beyond the Tank: Tankless RO Systems

Market growth, technology evolution, smart features, NSF 58 changes, mineralization.

David Fleming · Blumelo Water
15 · Technical/Science

Microplastics – Emerging Contaminant

Classification, polymer types, exposure routes, testing challenges, and analytics.

Marianne Metzger · ResinTech
Session 01 · Keynote / Marketing

Own Your Influence
in Water Quality

How water quality professionals can harness storytelling, social media, and authentic content creation to build real industry authority — and ultimately influence the communities they serve.

Michael Bonner
Bonnerville
01Session Introduction — Bonnerville
Michael Bonner — Bonnerville media channels
Michael Bonner — Bonnerville media channels

Michael Bonner presents across multiple platforms including the Conversations Unleashed podcast, The Bonner Brief newsletter, and the Always Anonymous series — all distributed under the Bonnerville brand.

02The Formula for Change
The three-part formula: Beliefs → Actions → Systems
The three-part formula: Beliefs → Actions → Systems

Effective change requires three forces working together in sequence:

  • Beliefs — what you hold to be true about your work and its value
  • Actions — the concrete steps your beliefs drive you to take
  • Systems — the repeatable structure that sustains action over time
03What Blocks Our Belief in Our Stories?

Three forces negatively impact our ability to believe our stories are worth sharing:

  • Contemporary Ignorance — society's misunderstanding of water quality
  • Community — peer skepticism and low expectations within the industry
  • YOU — self-doubt is the single biggest barrier to sharing your story

"Don't dim your light just because people may be walking in your shadows."

— Kim Bearden, Co-Founder, Ron Clark Academy
04Systems = Winning Repeatedly

Beliefs and actions without systems always result in chaos. Goals get you a win; systems make you consistently excellent.

"Goals are for people who want to win once. Systems are for those who want to win repeatedly."

— James Clear, Author of Atomic Habits

For content creators in water quality: your posting calendar, content templates, and review request processes are your system.

05What Makes a Great Story?

An incredible story in water quality is composed of two non-negotiable elements:

Problem
Clearly identify the pain the customer experienced
Solution
Show exactly how you resolved it — with proof

"The art of storytelling is based in the foundation of documentation." Real photos, real moments, real outcomes win audiences.

06Where Is Your Audience? — Social Platform Data

2025 data on average daily minutes per platform (US adults):

Age GroupTikTokYouTubeInstagramFacebook
12–1753 min31 min20 min3 min
18–2458 min59 min
35–44

Teens are the ONLY group spending more time on TikTok than YouTube — all other adults favor YouTube.

07Content Principles
  • Documentation over Creation — capture what's real, not what's staged
  • Living over Staging — authentic job site moments over produced videos
  • Authenticity over Aesthetics — real connection wins every time

"As technology saturates our world, authentic human connection and storytelling will become the new gold mine."

— Michael Bonner
085 Content Prompt Starters
Ready-to-use content prompts for water quality professionals
Ready-to-use content prompts for water quality professionals
  • "What problem do I solve?"
  • "What do people misunderstand about my job?"
  • "Myths vs. reality about your career"
  • "If water could talk…"
  • "The day that changed everything…"

Start with the WQA Conference App → post to your social platforms. The conference community is your first audience.

09Own Your Influence — Quick Reference Guide
One-page practical guide to sharing your story online
One-page practical guide to sharing your story online

The take-home guide summarizes: What to Post (prompt starters), How to Structure It (Problem + Details + Solution), and Where to Post (platform-by-platform breakdown).

Final thought: "If your industry disappeared tomorrow… what would the world lose?"

Session 02 · Technical Session

Water Softeners &
Water Heater Performance

Managing odor, corrosion, and warranty implications in low-to-high TDS environments. A deep dive into powered vs. sacrificial anode rods, and why water softener dealers should care.

Alexis Turcotte
Corro-Protec · Booth #366
01WQA 2026 — Context
WQA Convention & Expo 2026, Miami Beach FL
WQA Convention & Expo 2026, Miami Beach FL

Session presented at the WQA Convention & Expo 2026 — "Smarter Solutions. Better Water Today." April 28–30, Miami Beach, FL.

02About Corro-Protec
Corro-Protec — Anode-related issues in the field
Corro-Protec — Anode-related issues in the field
  • Uses same technology as Techno-Protection (bridges, cell towers, military assets)
  • 36,000 sq ft state-of-the-art manufacturing facility
  • Exclusive 20-year limited warranty
  • Dedicated customer service team
03What is Corrosion?

Steel constantly tries to return to its natural oxide state — a spontaneous process called corrosion. The electrochemical reaction: Fe = Fe²⁺ + 2e⁻

Key factors affecting corrosion rate in water heaters:

  • pH levels and Redox potential
  • Sulfate-Reducing Bacteria (SRB) — primary cause of rotten egg odor
  • Water conductivity (dissolved salts / TDS) — accelerates corrosion
  • Chloride concentration and water temperature
04Powered vs. Sacrificial Anode Rods
Powered anode rod (Titanium/MMO) vs. Sacrificial anode rod (Magnesium/Aluminum/Zinc)
Powered anode rod (Titanium/MMO) vs. Sacrificial anode rod (Magnesium/Aluminum/Zinc)

The powered anode rod uses impressed current from an external power supply, eliminating the need for sacrificial metal depletion entirely.

05Anatomy of a Powered Anode Rod
Components: Titanium MMO rod, HDPE tube, stainless steel fitting, power supply (24VDC / 15mA)
Components: Titanium MMO rod, HDPE tube, stainless steel fitting, power supply (24VDC / 15mA)
  • Titanium MMO (Mixed Metal Oxide) anode rod
  • HDPE plastic tube for rod housing
  • Stainless steel threaded fitting
  • Power supply: 24VDC / 15mA
  • Grounding connection to tank
  • 12-foot power cord
06Manufacturer Warranty Requirements
  • Rheem: Inspect anode rod annually — remove from tank
  • A.O. Smith: Remove & inspect after first 6 months, then annually
  • Bradford White: Inspect every 2 years, replace to prolong tank life

Under the Magnuson-Moss Warranty Act, manufacturers CANNOT void warranties solely because a third-party part was used — they must prove the part caused the problem.

07Water Softener Impact on Anode Rods

Softened water (low TDS, high sodium) significantly accelerates anode depletion. Major manufacturers explicitly warn about this:

"If you use a water softener, your anode rod will deplete faster than normal."

— A.O. Smith Owner's Manual

A powered anode rod is the perfect pairing for any water softener installation — it never depletes regardless of water conductivity.

08TDS Impact Summary & Conclusions
Anode rod performance comparison across TDS levels
Anode rod performance comparison across TDS levels
Anode TypeHigh TDSOdor RiskLifespan
MagnesiumDepletes fasterHigherShortest
Aluminum/ZincMore stableLowerShort/Moderate
Powered AnodePerforms wellNoneLong-term (20yr)
09Energy Savings Data

Controlled study comparing powered vs. magnesium anode rod in electric water heaters:

PeriodPowered AnodeMagnesiumSavings
1 Year8,081.5 kWh8,914.1 kWh832.6 kWh (9.3%)
2 Years8,396.5 kWh8,303.8 kWh907.3 kWh (9.98%)
~10%
Energy bill savings annually
Extended water heater lifespan
20yr
Product warranty coverage
Session 03 · Product Strategy

Rethinking Whole-House
Water Treatment

Why reverse osmosis is moving from the countertop to the whole house — with field performance data, pretreatment strategies, homeowner ROI, and emerging rental business models.

Georgii Tsatrian & Rosty Mudryk
Brio Water Technology · LAGO Dealer Program
01Agenda
Session agenda overview
Session agenda overview

Ten topics covered: current landscape, softener limits, why RO now, new water concerns, field data, pretreatment design, what homeowners actually buy, rental model, objection handling, and commercial applications.

02Where Softening Reaches Its Limits
What a softener can and cannot treat
What a softener can and cannot treat

The softener handles hardness — but today's homeowners are asking about much more. Softeners cannot:

✕ Reduce TDS
✕ Remove PFAS
✕ Treat Nitrates
✓ RO handles all of these
03Why RO, Why Now — 5 Reasons
  • The ONLY answer at high TDS (1,000+ ppm) — protects pipes, fixtures, and appliances
  • Drink from any tap — removes PFAS, microplastics, nitrates, pesticides
  • Spot-free everything — low TDS leaves no stains on glass or fixtures
  • Rising expectations — feed water quality is declining nationally
  • Comfort and care — less skin dryness, less irritation, fewer personal care products needed

"RO is no longer a luxury upgrade. It is the answer to today's water."

04Field Data & System Performance
Real-world field performance data from installed whole-house RO systems
Real-world field performance data from installed whole-house RO systems
ParameterFeed WaterAfter ROReduction
TDS (ppm)1,4302598%
Hardness (gpg)480.599%
Nitrates (ppm)180995%
Fluoride (ppm)1.60.288%
Total PFAS (ppt)32<2>94%
05RO Reliability Promise

Other systems fail silently — bad water passes through when they're depleted. RO can't fail this way:

  • Softener fails: brine tank empties → hard water passes undetected
  • Carbon exhausted: chlorine flows right through
  • RO membrane clogs: flow stops BEFORE bad water passes

"Good water or no water. That's the RO promise."

Session 04 · Technical Session

Activated Carbon Solutions
for PFAS Treatment

From design to commissioning: PFAS speciation and its impact on carbon performance, GAC sizing parameters, hydraulic loading rate, empty bed contact time (EBCT), and startup considerations.

Miles Menyhert
WQA 2026
01Session Title & Presenter
Activated Carbon Solutions for PFAS — Miles Menyhert
Activated Carbon Solutions for PFAS — Miles Menyhert

Scope: PFAS speciation impact, sizing parameters (volumetric flow vs. superficial velocity, MTZ, EBCT), startup considerations (de-aeration, backwash, pH swing, metals leaching), and predicting system lifetime.

02PFAS Treatment Technologies Comparison

Available treatment options ranked by deployment in commercial/small systems:

  • Granular Activated Carbon (GAC) — most widely deployed, cost-effective
  • Powder Activated Carbon (PAC) — for lower flow, batch treatment
  • Ion Exchange Resins (IX) — higher capacity, more selective for short-chain
  • Novel Sorbents — emerging materials
  • Membranes (RO/NF) — highest removal, highest cost
03PFAS Adsorption — What Carbon Prefers

Carbon adsorbs PFAS more effectively when they are:

  • High molecular weight
  • Low water solubility / non-polar character
  • Longer effective carbon chain length
  • Sulfonate functional group (PFOS-type) vs. carboxylate (PFOA-type)

Short-chain PFAS (PFBA, PFBS, PFBA) break through much faster — critical for system design and predicting media lifetime.

04Volumetric Flow vs. Superficial Velocity
Comparing volumetric flowrate (3-axis) vs. superficial velocity (1-axis) for GAC sizing
Comparing volumetric flowrate (3-axis) vs. superficial velocity (1-axis) for GAC sizing

Superficial Velocity = Volumetric Flowrate ÷ Cross-Sectional Area. It reduces a complex 3-axis problem to a single comparable metric.

05GAC Sizing Recommendations
GAC hydraulic loading rate recommendation: 5 GPM/ft²
GAC hydraulic loading rate recommendation: 5 GPM/ft²
5
GPM/ft² recommended superficial velocity
2–10
GPM/ft² acceptable operating range
10 min
Typical EBCT target

Example: A 3ft × 3ft vessel with 5 GPM/ft² hydraulic loading handles 45 GPM at 10-minute EBCT — vs. just 5 GPM in a 1ft × 1ft vessel of the same height.

06Startup Considerations
  • De-aeration: Remove trapped air before startup to prevent channeling
  • Backwashing: Classifies and fluidizes bed, removes fines
  • pH swing: Fresh GAC can temporarily elevate effluent pH
  • Metals leaching: New carbon may leach iron and manganese initially
  • Lifetime prediction: Highly dependent on water matrix, PFAS speciation, NOM, and inorganic competition
Session 05 · Business Strategy

Reimagining Commercial
Applications

Identifying and winning public water system contracts and industrial treatment opportunities through engineering relationships, licensing, long-term planning, and comprehensive contracting.

Everett Windover
Culligan Water Technologies
01Benefits of Working with Public Water Systems

Public water systems represent a significant, largely untapped opportunity for water treatment dealers:

  • Large contract values with multi-year terms
  • Recurring service and maintenance revenue
  • Elevated professional credibility and references
  • Stable government-backed clients with regulatory requirements
02Identifying Opportunities — Where to Start
Simple Starting Points
  • Existing residential customer base — residential → commercial relationships
  • Household sales representatives' commercial referrals
  • Niche opportunities requiring specialized expertise (iron, PFAS, nitrates)
More Challenging — Higher Reward
  • Engineering firm relationships — become their preferred vendor
  • Mechanical contractor partnerships
  • State regulatory connections and inspector relationships
03Operating Public Water Systems as Licensed Operator
  • Identify the correct operator certification/license for the target system type
  • Draft a comprehensive contract — define every responsibility explicitly
  • Do not undersell your company's value — operators command premium pricing

Long-term success requires: adequate cashflow planning, performance measurement frameworks, honest identification of company strengths and weaknesses, and a patient 3–5 year investment horizon.

04Investment for Long-Term Success
  • Cashflow planning — commercial projects have long payment cycles
  • Measuring performance — track KPIs for company and individual team members
  • Identifying strengths & weaknesses — be honest about capability gaps
  • Reaping long-term benefits — commercial work compounds in value over time
Session 06 · Technical Session

Brine Additives &
Iron Fouling Prevention

Ion exchange theory, iron fouling mechanisms, resin regeneration strategies, and controlled lab experiment showing that phosphoric acid brine additives improve Na loading by 10% and reduce Fe loading by 16%.

Stephen Wheeler
ResinTech · swheeler@resintech.com
01Iron Fouling — The Problem
Mechanisms of iron fouling in ion exchange resin beds
Mechanisms of iron fouling in ion exchange resin beds

Iron fouling occurs through four mechanisms:

  • Ion exchange loading of iron onto exchange sites
  • In-situ oxidation and precipitation inside the bed
  • Surface coating of resin beads
  • Pore plugging reducing mass transfer and capacity
02Forms of Iron That Cause Fouling
  • Fe²⁺ (Ferrous / clear water iron) — soluble, exchanged onto resin sites
  • Fe³⁺ (Ferric / particulate) — insoluble, physically plugs bed
  • Colloidal iron — ultra-fine suspension, passes pre-filters, coats resin surfaces
  • Organically complexed iron — bound to humic/fulvic acids, hardest to remove

Consequences: reduced capacity, increased pressure drop, shorter run lengths, hardness leakage, resin degradation, and regeneration inefficiency.

03Ion Exchange Theory Refresher

Ion exchange resins act as ionic sponges — they exchange ions of low selectivity for ions of higher selectivity. During softening:

  • Hard water flows over sodium-loaded resin beads
  • More selective Ca²⁺, Mg²⁺, and Fe²⁺ push Na⁺ off exchange sites
  • Softened water flows out (low hardness)
  • Once exhausted, brine regeneration reverses the process
04Regeneration Strategies for Iron
  • Higher salt dosage to overcome iron selectivity
  • Short service cycles (count Fe²⁺ as 1–5 grains of hardness equivalent)
  • Extended backwash to refluidize and classify the bed
  • Extended slow rinse for better regenerant contact
  • Brine additives — phosphoric acid-based resin cleaner added to brine tank
05Experiment Results — Brine Additive Effectiveness
Experiment conclusions showing improvement with brine additive
Experiment conclusions showing improvement with brine additive
10%
Improvement in Na loading efficiency
165gal
Additional throughput per cu.ft.
16%
Reduction in Fe loading on resin

Test conditions: 1 cu.ft. resin, high hardness/high iron water, low salt dose (4.4 lb/cu.ft.), phosphoric acid resin cleaner (1 bottle per brine tank).

Session 07 · Regulatory / Standards

Navigating the Evolving
PFAS Reduction Landscape

Updates on NSF/ANSI 53 and 58: new challenge levels balloted January 2026, UCMR5 occurrence data status, and WQRF Phase II surrogate research that will reshape product certification.

Rick Andrew
Rick Andrew Consulting Services
01New NSF/ANSI 53 Requirements (2026)
New NSF/ANSI 53 PFAS challenge levels — balloted January 31, 2026
New NSF/ANSI 53 PFAS challenge levels — balloted January 31, 2026
CompoundInfluent Challenge (PPT)Max Product Water (PPT)
Total PFAS1,90020
PFOA5004
PFOS1,0004
PFHxS30018
PFNA506
PFHpA4020
Balloted Jan 31, 2026 · Publishing 2026
02Key Changes from Previous Version
  • Units changed from mg/L (PPM) to PPT — 1,000,000 PPT = 1 PPM
  • PFOA and PFOS now tested as separate individual claims (previously combined)
  • PFBS removed from Total PFAS challenge mixture
  • Max product water for PFOA & PFOS: 20 PPT combined → 4 PPT each
  • PFHxS limit tightened: 20 PPT → 18 PPT
  • PFDA excluded from individual claims (doesn't exceed health advisory levels)
03UCMR5 — What We Know So Far

UCMR5 (Jan 2023–Dec 2025) monitored 29 PFAS compounds nationally. Early findings:

  • All regulated PFAS detected at significantly lower levels than UCMR3 (2013–2015)
  • Reasons unclear — may include contaminated wells taken offline
  • Complete dataset expected: Fall 2026
  • Will be used to update influent challenge concentrations in future standard revisions

Lower UCMR5 detections could lead to reduced influent challenge levels in future standards — potentially making certification easier.

04WQRF PFAS Surrogate Research
WQRF Phase I surrogate research — PFBA identified as candidate surrogate
WQRF Phase I surrogate research — PFBA identified as candidate surrogate

Phase I (2024): PFBA identified as possible surrogate. Key findings:

  • GAC reached breakthrough sooner than Ion Exchange Resins in all challenge waters
  • Short-chain & carboxylic functional group PFAS broke through earliest
  • Organic matter reduces PFAS uptake; inorganic matter helps GAC but hurts IXR

Phase II (March 2026): NSF co-sponsoring. Goal: develop an approved PFAS surrogate compound that will significantly accelerate product certification and cut R&D costs.

Session 08 · Business / HR

Five Tips to Find and
Keep Better Employees

Practical HR strategies for water treatment businesses: recruiting, onboarding, managing people problems, federal accommodation requirements, workplace harassment, and HR infrastructure decisions.

Ben Opp, SPHR
HR Source · Booth 966 · WQA Industry Partners Program
01Tip 1 — Better Recruiting
Job description vs. job posting — treat it like marketing
Job description vs. job posting — treat it like marketing
  • Write job postings like car commercials — this is marketing
  • Proofread everything — errors signal your culture
  • Use "Every day, you will…" to set real expectations
  • Tell the truth about downsides — find candidates who don't care about them
  • Post a salary range — required in 16 states + D.C.; attracts better applicants
02Tip 2 — Orientation & Onboarding
Orientation (Week 1) vs. Onboarding (First Year) checklist
Orientation (Week 1) vs. Onboarding (First Year) checklist
Orientation — Week 1
  • Face time with leadership
  • Assign a buddy
  • Set clear priorities
  • CliftonStrengths assessment
Onboarding — Year 1
  • Written training plan
  • Check-in pulse surveys
  • Performance feedback
  • Address problems immediately

Retention starts on Day 1. Onboarding is more critical than orientation — invest heavily in the first year.

03Tip 3 — Handling People Problems
Most managers were never trained to manage people — replicate yourself
Most managers were never trained to manage people — replicate yourself

Before asking "Can I terminate?", confirm:

  • Have you talked to them about this explicitly?
  • Have you taken progressive discipline steps?
  • Have you explicitly mentioned termination as a consequence?
  • How have you handled similar situations in the past?

Most people managers were never trained to manage people. Invest in developing management capability at every level of your company.

04Tip 4 — Accommodations

Federal law requires reasonable accommodations in 3 areas (plus state/local additions):

Disability
ADA — any physical/mental impairment limiting major life activity
Pregnancy
PWFA — new federal law enacted 2023
Religion
Title VII — schedule, dress, practices

1 in 5 adults will have a diagnosable mental health condition this year. Manager training on the interactive process is non-negotiable.

05Tip 5 — HR Infrastructure
  • People: External hire (PT/FT), fractional expert, or train internal owner
  • Tools: HRIS/HCM system + Applicant Tracking System (ATS)
  • Resources: Employment law updates, sample policies/forms, compensation data, live expert hotline

HR Source offers WQA members a 25% discount on membership + HR Hotline access all day at Booth 966.

Session 09 · Marketing / Sales

Fix Your Marketing
in 45 Minutes

A practical three-act framework for water treatment dealers: winning local search and AI search, measuring your response rate baseline, and building automated follow-up sequences that drive repeat business.

Sarah Longstreet Latz
slongstreet@h2ocarepartners.com
01Act 1 — Win the Search: What Emily Sees
The four things Emily (your potential customer) evaluates on your Google profile
The four things Emily (your potential customer) evaluates on your Google profile

When a customer Googles your business, grade yourself vs. your top competitor on:

  • Star rating & review count — 4.5+ stars, 50+ reviews is the bar
  • Most recent review — recency signals you're still active and good
  • Business description — name your area, specialties, and why you're different
  • Most recent photo — real installs beat stock photos every time
02AI Search — New Signals That Matter

When customers ask AI "best water softener company near me," additional signals matter beyond traditional SEO:

  • High-quality website content that answers real customer questions
  • Mentions and citations of your business across multiple web sources
  • Consistent, regular posting cadence on Google profile and social
  • Reviews — volume AND recency

Best AI optimization strategy = best traditional SEO strategy: be the most helpful, best-reviewed, most active local expert in water quality.

03Ready-Made Content: WQRF Kitchen Table Toolbox
  • 💰 Softening Benefits Calculator — show customers exactly how much they'll save; post result as social graphic
  • 🗺️ Contaminant Map — hyper-local content showing what's in your area's water
  • 1-Minute Explainer Videos — short, shareable research-backed content for Facebook, Google, email
  • 📚 PFAS Resources — turn current research into posts answering questions customers are already asking
Available at wqrf.org/toolbox
04Act 2 — Measure Your Response Rate
Response rate metrics: calls per day, % missed, booking rate, speed to lead
Response rate metrics: calls per day, % missed, booking rate, speed to lead
  • Log every inbound call/form for 2 weeks — most dealers don't know their baseline
  • Aim for 90%+ answer rate for non-returning callers
  • Industry booking rate range: 0%–35%+ — where do you stand?

78% of buyers go with the first company that responds. Any delay over 5 minutes is a lead lost.

05Act 3 — Automated Follow-Up Sequences

Example touch points that drove +50 jobs/month for one Northeast dealer after implementation:

  • +1 day: Thank you message + Google review link
  • +7 days: "How's the water?" check-in message
  • +3 months: Salt check-in reminder
  • +4 months: Referral offer — discount for you and a friend
  • +12 months: RO filter change reminder

Three Acts Summary: Win the Search → Measure the Response → Automate the Follow-Ups

Session 10 · Legal / Operations

Navigating the Supply Chain:
Practical Strategies

Real-world disruptions, current tariff landscape, pricing clause options, force majeure limitations, contract renegotiation rights, liability caps, and dispute resolution — practical tools for water treatment businesses.

Gabriel Herman, Esq.
Fox Rothschild · gherman@foxrothschild.com · 215.444.7338
01Real-World Supply Chain Disruptions
  • Tariffs, trade restrictions, and sanctions
  • Geopolitical conflicts — wars, trade disputes
  • Pandemics — factory shutdowns, labor shortages
  • Natural disasters — hurricanes, earthquakes, floods
  • I-9 audits and immigration enforcement at manufacturing facilities
  • Fuel, transportation, and energy price spikes
  • Cyberattacks and logistics platform failures
  • Supplier insolvency or financial distress
02Current Tariff Landscape
  • Baseline: 10% tariff on all imports/exports
  • Reciprocal tariffs: Country-specific higher rates
  • IEEPA authority: Allows rapid Presidential tariff action without legislative process
  • Tariffs paid by Importer of Record — but can be shifted by contract
  • Classified under Harmonized System Code by country of origin and product type

Under UCC § 2-207, conflicting PO and order acknowledgment terms can create "battle of the forms" disputes. Review your purchase order terms and conditions with legal counsel.

03Pricing Clause Options
Clause TypeWho BenefitsKey Feature
Fixed PriceBuyerSeller absorbs all increases
CPI-BasedBalancedAnnual adjustment tied to index
Price CapBalancedLimits increase to X% — risk sharing
After-Imposed TariffSellerNew tariff costs passed through
Spot PriceDependsTied to commodity market rate

Tariff-specific provisions are often NOT covered by standard tax clauses or spot pricing — negotiate these separately.

04Force Majeure — What It Does & Doesn't Do
  • Excuses performance — does NOT adjust prices
  • Buyers should exclude foreseeable and avoidable events
  • Tariffs are generally considered foreseeable → typically excluded
  • Narrow clauses list specific events; broad clauses use catch-all language

UCC § 2-615 Impracticability: courts generally hold that cost increases alone — even substantial ones — do not excuse performance from a supply contract.

05Practical Next Steps
Immediate Actions
  • Audit all active supply and purchase agreements with legal counsel
  • Flag clauses addressing pricing, force majeure, and termination
  • Open proactive communication with suppliers before crisis hits
  • Consider offering to split tariff impacts 50/50 with key suppliers
  • Always document any modifications or accommodations in writing

Key rules: Know your contract · Build price adjustment and force majeure protections · Engage counterparties early · Document everything in writing.

Session 11 · Data / Marketing

The Next Wave 2026

Market data trends, consumer targeting insights, and data-driven strategies for reaching and growing your water quality customer base in 2026 and beyond.

Dale 'Data Dale' Filhaber
Dataman Group Direct · datamangroup.com
01–17Market Data, Consumer Targeting & Growth Insights

This data-driven session by industry veteran "Data Dale" Filhaber covered proprietary market analysis and consumer targeting data for the water quality industry. Key themes included:

  • Using consumer data lists to identify high-probability water treatment prospects
  • Demographic and geographic analysis of where softener and RO adoption is growing
  • Direct mail and digital marketing channel performance benchmarks
  • How PFAS and contaminant news cycles drive consumer action windows
  • List segmentation strategies for maximizing campaign ROI

"The next wave in water treatment marketing is data precision — knowing exactly who to target, when they're most likely to buy, and which message will resonate."

Consumer Data Direct Marketing Market Segmentation Prospect Lists PFAS Awareness

Full dataset and list services: datamangroup.com

Session 12 · Environmental / Technical

Blending Valves as a
Chloride Reduction Strategy

MMSD's Middleton pilot study: how partial softening via blending valves reduces salt discharge by 20–50% while maintaining consumer acceptance — and what it takes to make this the industry norm.

Emily Jones
Madison Metropolitan Sewerage District · EmilyJ@madsewer.org
01The Chloride Problem
Water softeners as a major chloride source to MMSD treatment plant
Water softeners as a major chloride source to MMSD treatment plant
  • Water softeners are a major source of chloride to wastewater treatment plants
  • All salt received by the plant is discharged to freshwater — no removal exists
  • Chloride removal at plant = essentially desalination: up to $2 billion in infrastructure
  • Excessive chloride degrades freshwater ecosystem health and threatens compliance
02Why Efficiency Upgrades Aren't Enough
Average softener chloride discharge compared to EPA and Wisconsin compliance targets
Average softener chloride discharge compared to EPA and Wisconsin compliance targets

Even highly efficient softeners at 25 gpg hardness (90% water softened) discharge 363–467 mg/L chloride. EPA compliance limit = 230 mg/L.

Efficiency improvements alone cannot achieve regulatory compliance targets. Partial softening through blending valves is required to reach 230 mg/L.

03How Blending Valves Work
Diagram: blending valve diverts 20% of hard water around softener, mixing into softened stream
Diagram: blending valve diverts 20% of hard water around softener, mixing into softened stream
20%
Hard water bypassed → ~4 gpg avg (from 20 gpg source)
20–50%
Salt discharge reduction possible

Advantages: inexpensive, easy to install on compatible softeners, fully customizable to customer preference.

04Middleton Pilot Study — Design
  • 48 blending valves donated by Clack Corp.
  • MMSD worked with city of Middleton to recruit participants via online screening survey
  • Dave Jones LLC installed valves at no cost for eligible residents
  • Pre-survey + post-survey (2 months after installation)
  • Valve configured to divert 25% of flow around the softener mineral tank
05Pilot Results & Consumer Satisfaction
  • Most participants didn't notice or didn't mind the change in water hardness
  • Plumbers found installation quick and simple — worth adding to standard offerings
  • Key barrier: signup easiest when blending valve is offered as a default feature, not an optional upgrade

Takeaway: Blending valves are a realistic, cost-effective tool for reducing salt discharges — a tool in the toolkit, not the complete solution. Best adoption path: make them the default, not the exception.

madsewer.org/bv@MadMetroSewer
Session 13 · Public Health / Research

The WET Trial: Groundbreaking
Insights into Waterborne Disease

The world's first randomized controlled trial studying whether UV treatment of private wells reduces acute gastrointestinal illness (AGI) in children under 5 in Pennsylvania — a landmark study with implications for the entire private well treatment industry.

Heather M. Murphy, PhD
Canada Research Chair in One Health · University of Guelph
01The WET Trial — Introduction
Wells and Enteric Disease Transmission (WET) Trial — first RCT of its kind globally
Wells and Enteric Disease Transmission (WET) Trial — first RCT of its kind globally

AGI defined as: 3+ loose stools in 24 hours or any vomiting (excluding chronic conditions). The WET Trial is the first RCT globally to study illness attributable to untreated private groundwater.

02What We Know About Private Wells
Private well contamination data and burden of disease estimates
Private well contamination data and burden of disease estimates
  • 649 published groundwater outbreaks identified globally — mostly public systems
  • 40% of tested Minnesota wells positive for Cryptosporidium (Stokdyk et al. 2019)
  • 15% of Wisconsin wells positive for rotavirus (Borchardt et al. 2021)
  • Murphy et al. estimated 1.29 million yearly AGI cases in the U.S. from private wells
03Why No RCT Existed — Until Now

RCTs are the "gold standard" of epidemiological evidence:

  • 5 full-scale RCTs have been conducted globally — all on large public water systems
  • Zero RCTs on private wells — anywhere in the world — before WET
  • Outbreaks are only the "tip of the iceberg" — most endemic disease goes undetected
  • RCTs are extremely costly and time-consuming, limiting the evidence base

Pennsylvania was selected because it has the 2nd highest number of private wells in the entire U.S.

04The WET Trial Design
WET Trial design: 908 households with children under 5, randomized to UV treatment vs. sham control
WET Trial design: 908 households with children under 5, randomized to UV treatment vs. sham control
908
Total households enrolled (children <5)
454
UV treatment group
454
Sham control group
  • Followed for one year with weekly text message questionnaires
  • Sub-cohort: paired well water samples + child stool + monthly saliva samples
  • 800L ultrafilter water samples for pathogen detection
05Timeline & Industry Implications
  • 2018: NIH R34 planning grant
  • 2019–2021: PA CURE pilot trial
  • 2022–2026: NIH R01 full trial execution
  • 2026–2027: Analysis and reporting phase

If UV treatment significantly reduces AGI, this study will provide the strongest scientific evidence ever produced for private well UV treatment — directly supporting the water treatment industry's value proposition to the estimated 43 million Americans on private wells.

Session 14 · Product / Innovation

Beyond the Tank:
Tankless RO Systems

Market growth analysis, technology evolution from first-gen to advanced systems, core innovations (integrated waterways, auto-flushing, smart connectivity), NSF 58 standard updates, and the mineralization opportunity.

David Fleming
Blumelo Water · Booth #921
01Market Size & Growth
Tankless RO market — $280M online sales, 20% annual growth, 67% of Amazon top sellers are tankless
Tankless RO market — $280M online sales, 20% annual growth, 67% of Amazon top sellers are tankless
$280M
Online RO system sales (12mo ending Dec 2025)
+20%
Annual market growth rate
67%
Amazon's top RO sellers are tankless
02Tankless RO Technology Timeline
Evolution timeline from 2015 first-gen systems to 2023-present advanced systems
Evolution timeline from 2015 first-gen systems to 2023-present advanced systems
  • 2015–2017: 400–600 GPD, booster pumps, integrated waterway
  • 2018–2022: 600–800 GPD, smart features, compact design, leak detection
  • 2023–Present: 100+ GPD, mineralization, NSF certifications, refrigerator connection, hot water on demand
03Core Innovation — Integrated Waterway
Traditional system with 42 connection parts vs. integrated waterway with single continuous structure
Traditional system with 42 connection parts vs. integrated waterway with single continuous structure
Traditional RO

Up to 42 connection parts — each a potential leak point

Integrated Waterway

Single continuous structure — eliminates leakage risk

The integrated waterway is the foundational innovation of the tankless RO category — everything else built on top of it.

04Auto-Flushing — TDS Creep Solution

TDS creep occurs when residual water sits in the system during non-operation, concentrating dissolved solids. Auto-flush solves this:

  • Automatically flushes residual water from membrane and waterway
  • Can pre-fill membrane with RO water — ready for on-demand flow
  • Self-cleans membrane and extends operational lifespan significantly

Sensors in modern tankless systems: inlet/outlet TDS, pressure switch, flow meter, temperature — all feeding real-time app data.

05The Mineralization Opportunity
$47B
U.S. bottled water market
$600M
Alkaline water market
Enhanced water market expected to double next decade

Strategy: Purify first with RO, then re-mineralize. Positioned against premium bottled water — not just competing on price against tap water. Coffee shops are a key entry point.

06NSF 58 Changes & Dealer Opportunity
  • Recovery requirement removed — water efficiency measured instead
  • Testing protocols adjusted specifically for tankless auto-flushing behavior
  • GPD production and contaminant removal must be tested to claimed levels

When a customer calls about an online-purchased tankless system: water test = your opportunity to understand their water. Educate = no one is better positioned than a certified water treatment professional. Knowledge + service = sales.

Session 15 · Technical / Science

Microplastics —
Emerging Contaminant

Classification, origin, polymer types and their specific concerns, exposure routes (ingestion, inhalation, skin absorption), testing challenges, and the analytical techniques used to identify and quantify microplastics in drinking water.

Marianne R. Metzger
ResinTech
01Classification & Origin
Microplastics — classification slide
Microplastics — classification slide
Primary Microplastics

Made to be small from the start: microbeads (cosmetics), nurdles (resin pellets), plastic glitter

Secondary Microplastics

Larger plastics that fragment over time via mechanical, chemical, radiation, or biological degradation

Size range: 1 nanometer to 5 millimeters. Particles smaller than 100nm are called nanoplastics — a separate emerging concern.

02Shapes & Environmental Behavior
Five microplastic shapes: microbeads, pellets, fibers, fragments, film
Five microplastic shapes: microbeads, pellets, fibers, fragments, film
  • Microbeads — round, from cosmetics and industrial manufacturing
  • Pellets (Nurdles) — industrial feedstock, transported globally
  • Fibers — from synthetic textiles; ~700,000 per laundry load
  • Fragments — irregular pieces from degraded plastic products
  • Film — from plastic bags and packaging materials
03Polymer Types & Key Concerns
Table of polymer types found as microplastics
Table of polymer types found as microplastics
PolymerKey SourcesMain Health/Env Concern
Polyethylene (PE)Bags, bottles, pipe liningMost abundant; strongly adsorbs PFAS & pesticides
Polypropylene (PP)Bottle caps, filter housingsContains flame retardants & stabilizers
Polystyrene (PS)Foam cups, packagingLeaches styrene — probable carcinogen
PVCPipes, tubing, wire insulationPhthalates, vinyl chloride; dense — settles in sediment
PETBeverage bottles, textilesCommon in bottled water; releases antimony
Polycarbonate (PC)Reusable bottles, CDs, electronicsContains BPA — endocrine disruptor
04Exposure Routes
Ingestion
  • Drinking water — surface water has higher levels than groundwater
  • Plastic-packaged food (particles shed when containers are opened/closed)
  • Produce — carrots and apples absorb microplastics from contaminated soil
Inhalation
  • Synthetic textiles, household dust, HVAC systems
  • Outdoors: tire wear particles, construction activities, agricultural plastic waste

Nanoplastics (<100nm) can potentially penetrate skin — particularly through inflamed or irritated skin — from cosmetics and occupational exposure.

05Testing Challenges

Microplastics testing is complex because there is no standardized methodology. Major challenges include:

  • Sample collection: sample type, size, field vs. lab filtration consistency
  • Sample prep: organic digestion (removes non-plastic particles), Nile Red staining for fluorescence
  • Identification: determining polymer type, size, shape, color, counting particles vs. measuring mass
  • Reporting: no agreed size thresholds, units of measure, or polymer inclusion criteria across jurisdictions
06Analytical Techniques
Identification and analytical techniques for microplastics
Identification and analytical techniques for microplastics
  • Optical Microscopy — best for larger particles; quick visual color/shape ID
  • Fluorescence Microscopy — enhanced detection with Nile Red staining
  • FTIR / Imaging FTIR Spectroscopy — gold standard for polymer identification
  • Raman / Micro-Raman — high-resolution identification of small particles
  • Pyrolysis GC/MS — identifies polymers by thermal decomposition signature
No U.S. MCL Established YetEmerging Regulatory Priority