Fall Retreat
General Information
Registration is OPEN for the 2026 Fall Retreat!
September, 24, 2026
Publick House Historic Inn
277 Main St.
Sturbridge, MA 01566
Attendee Rates
Members: $85 (early); $95 (late rate after September 10)
Nonmembers: $99 (early); $109 (late rate after September 10)
A $30 fee will be added to all day-of registrations.
Agenda
| Thursday, September 24, 2026 | ||
| 8:30 AM | Attendee Registration & Breakfast | |
| 9:00 AM | Welcome & Opening Remarks | |
| 9:00 -10:00 AM |
Outselling the Giants: How Independent Operators Can Beat the REITs Can independent self storage operators really compete with the massive marketing budgets and tech tools of the REITs? Absolutely, and we will show you how! In this fast-paced, high-energy session, we will share proven, battle-tested strategies that help local owners and manager outperform the national brands. Attendees will discover how to combine exceptional sales techniques, authentic customer service, and grassroots marketing to win leads, drive occupancy, and build loyalty that no algorithm can replace. You'll walk away inspired, energized, and armed with the tools to outsell, outshine, and outlast the competition - no billion-dollar budget required. Key takeaways:
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| 10:00 - 11:30 AM |
Focus Groups A spinoff of your traditional roundtables - focus groups will zero in on one particular topic and offer multiple experts to both educate and converse with attendees regarding them. Topics include:
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| 11:30 AM - 1:00 PM | Lunch & Networking | |
| 1:00 - 2:00 PM |
When Owners Lead and Managers Rise: The Shift that Changes Everything Most successful storage operations are being held back by the person who built them. This session breaks that pattern from both sides of the org chart. The Ceiling: When an owner stays too deep in daily operations, the business can only grow as fast as that one person can run. Managers stop bringing solutions because they have learned their judgment will be second-guessed. Teams go quiet. Problems get hidden. This section names what is actually happening and why the most capable managers may be the ones holding the most back. The Lift: The practical section. Managers leave knowing how to step into accountability in ways that build an owner's confidence rather than trigger the instinct to take back control. Owners learn the specific communication and delegation behaviors that signal trust rather than just demand it. Both sides learn how to have the conversations most teams avoid until something breaks. The Payoff: When owners lead instead of operate, managers gain real authority, clearer direction, and the ability to build their own teams without constant interruption. Owners gain time, margin, and a business that does not require them to be present for everything. This section makes the case that the adjustment is not a risk. It is the most practical business decision in the room. |
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| 2:00 PM | Adjourn | |
Speakers
Lou Barnholdt
Universal Storage Group
Lou Barnholdt is Universal Storage Group's vice president of sales and development. She brings 25 years of industry experience, including 23 years in operations. She specializes in feasibility studies, consulting, and sales strategies. Lou represents USG at industry events, contributes to publications, and serves on the Northeast Self Storage Association (NeSSA) Board of Directors.
Chris Mader
MTA Consultancy
Chris Mader is the Founder and CEO of MTA Consultancy, a Massachusetts-based leadership development and sales training firm. He brings nearly three decades of experience working with founders, executives, and leadership teams across healthcare, staffing, construction, and professional services. Chris is a certified EOS Implementer, a BlueEQ-credentialed emotional intelligence practitioner, and the author of Make the Adjustment and its Companion Workbook. His work centers on the behaviors, mindsets, and systems that allow leaders to scale without chaos. He keynoted NeSSA in 2025 and returns in 2026 with an expanded session built on audience feedback from that engagement.
Event Sponsors
Fall Sponsors
The Storage GroupMayflower CircleLearn More | National Storage PartnersMayflower CircleLearn More | Argus Self Storage AdvisorsMayflower CircleLearn More | World InsuranceCompass ClubLearn More |
Universal Storage GroupCompass ClubLearn More | TrachteCompass ClubLearn More | StoragePRO ManagementCompass ClubLearn More | SafeStorCompass ClubLearn More |
MakoRabcoCompass ClubLearn More | All-Purpose Storage ManagementCompass ClubLearn More | Global Integrated TechnologiesHarbor SupporterLearn More | Hello StorageEvent SponsorLearn More |
U-Haul Company of Eastern MAProduction SponsorLearn More | Hello StorageLunch SponsorLearn More | U-Haul Company of Eastern MALanyard SponsorLearn More |

