Join us at our ConnexFM Conference Seminar on Tuesday, April 8
When and Where?
The ConnexFM National Conference takes place on April 6-9, at the Gaylord RockiesResort Convention Center in Denver, Colorado.
This seminar will be on Tuesday, April 8 from 12:45 PM – 1:45 PM.
Speaker: Alicia Levy – Manager, Transformation and Corporate Strategy, Facility Plus
Speaker: David Levy – President & CEO, Facility Plus
Speaker: Nicholas Zoppi – Director, Specialty Risk Services, Docutrax
What’s the Seminar About?
Think a Certificate of Insurance (COI) is enough when onboarding new suppliers? Think again. In this interactive and engaging session, father-daughter duo David and Alicia Levy, along with insurance expert, Nick Zoppi, will reveal why a comprehensive insurance policy review is critical to protecting your business, and how missing key exclusions or exemptions in supplier policies could cost you millions.
Through real-world case studies, hands-on exercises, and live policy breakdowns, attendees will learn how to spot hidden risks, navigate varying state-specific insurance requirements (especially in high-litigation areas like New York and Illinois), and work directly with insurance carriers to modify policy language for stronger protection.
Expanding your supplier network? We’ll also cover the challenges of growing a sustainable, low-risk vendor base across the U.S. and share proven risk-mitigation strategies that will set you up for success. In this session, we will provide attendees with a checklist of everything we collect from our suppliers to ensure our company and our clients are truly protected.
What’s in it for you?
Gain a clear understanding of the essential insurance documents for onboarding vendors, the importance of a full insurance policy review over a generic COI, and strategies to build a low-risk, sustainable vendor base across the U.S. Additionally, attendees will gain:
✅ Exclusive insights into insurance pitfalls that could leave your suppliers uninsured for critical trades and services
✅ Hands-on experience reviewing real policy examples—so you can apply these skills immediately
✅ Prizes & giveaways to reward participation and engagement
✅ A can’t-miss opportunity that could save your business millions in liability exposure
About the Speakers
Alicia Levy: Manager, Transformation and Corporate Strategy, Facility Plus
Alicia Levy graduated from Queen’s University Smith School of Business in 2019 with a Bachelor of Commerce with distinction and a Certificate in Law specializing in Corporate Law and a Certificate in Social Impact. Her time at Queen’s provided opportunities for both academic and personal growth. As the captain of the Queen’s Women’s Varsity Soccer Team, Alicia developed invaluable skills in leadership, teamwork, and perseverance, which continue to influence her approach to challenges. In 2023, she completed her Accelerated MBA at Ivey Business School, where she was awarded the Gold Medal for achieving the top rank in her AMBA class. This experience further deepened her passion for strategy and innovation while preparing her for greater leadership responsibilities.
Professionally, Alicia gained corporate experience in sales and marketing with Coca-Cola and Mondelēz International, where she honed her skills in strategy, client engagement, and business development. She has brought this expertise to her current role as an Executive and the Manager of Transformation and Corporate Strategy at her family business, Facility Plus. In this position, Alicia oversees operations across both the U.S. and Canada, with a focus on structuring, building efficiencies, and driving growth while maintaining a customer-first approach.
Alicia’s passion for giving back is reflected in her involvement with organizations such as CMHA’s Ride Don’t Hide, DHK Rally for Kids, and Facility Plus’s annual Holiday Hamper Program, among others. She also brings a global perspective, gained during her international exchange at the University of Western Australia Business School. Most recently, Facility Plus was honoured as the 2024 Connex Canadian Supplier of the Year, a testament to the company’s growth, commitment to service excellence, and the innovation and strategic vision that Alicia has helped shape.
David Levy – President & CEO, Facility Plus
David Levy is the proud Founder, Owner, and President of Facility Plus, a leading family-owned facility maintenance provider serving clients across North America since 1987. With over 38 years of industry experience, David has grown Facility Plus into a trusted “one-stop shop” for facility services, allowing clients to focus on their core operations while relying on Facility Plus for their comprehensive facility needs. In 2024, Facility Plus was honoured as the Connex Canadian Supplier of the Year, a reflection of the company’s industry leadership, dedication to quality, and commitment to customer service.
David’s leadership philosophy centers on delivering personalized, flexible, and responsive service tailored to each client’s unique requirements. He is deeply committed to customer satisfaction, often pledging to personally address and resolve any concerns. By fostering a culture of teamwork, empowerment, and innovation, David has built an organization that prioritizes both its clients and its people, creating a strong foundation for ongoing success.
David also holds numerous industry certifications, including Water Restoration Technician (WRT), Applied Structural Drying Technician (ASD), Advanced Microbial Remediation Technician (AMRT), Commercial Dry Specialist (CDS), and Fire Restoration Technician (FRT). These credentials highlight his firsthand experience in the operational side of facility management and his expertise in maintaining the highest standards of service and professionalism.
In addition to his entrepreneurial achievements, David is a huge hockey fan and an active player, bringing the same passion and energy to the ice as he does to his business. His dedication to excellence, innovation, and community involvement continues to drive Facility Plus forward, solidifying its reputation as a leader in the facility services industry.
Nicholas Zoppi – Director, Specialty Risk Services, Docutrax
Nicholas Zoppi is a seasoned insurance professional with over 15 years of experience, specializing in construction-related insurance risk management. He currently serves as the Director of Specialty Risk Services (SRS) at Docutrax, a leading third-party insurance compliance management firm. In this role, Zoppi oversees the SRS division, which assists general contractors, property owners, and insurers in identifying and addressing subcontractor insurance issues to minimize risk exposure.
Prior to his current position, Zoppi spent three years as the Senior Manager of Docutrax’s construction practice. His career also includes roles as an Account Manager at ADP, where he specialized in workers’ compensation policies, and as a Sales Agent with Liberty Mutual, focusing on personal lines insurance.
Zoppi is a licensed Property and Casualty (P&C) agent and holds the Construction Risk and Insurance Specialist (CRIS) certification, underscoring his expertise in construction insurance contracts and state-specific labor laws. In his leadership capacity at Docutrax, Zoppi is dedicated to expanding the SRS division and safeguarding clients from unnecessary third-party liabilities. His extensive experience and deep understanding of complex insurance documentation play a crucial role in maintaining proper risk controls within the construction industry.
