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Planned Giving Council Membership Luncheon Event

Thursday, May 25, 2023 

"Get at the Heart of the Matter by Investing Your Heartbeats Wisely:  Practical, Philosophical and Principled Leadership Concepts for Business and Life" 


Theo Etzel, partner and director of Conditioned Air, as well as author of the book, Invest Your Heartbeats Wisely

Throughout our lives, we are surrounded by heart idioms, such as:

  • Take heart
  • Follow one’s heart
  • Eat your heart out
  • Faint of heart
  • Heart of gold
The heart encompasses so much meaning and importance in our lives - in physical, professional, and personal terms. We all have a finite number of heartbeats on this earth, and we must deem what is worthy of investing our personal heartbeats.

Join Theo Etzel as he discusses how to effectively lead an organization to create a corporate culture of accountability, along with advice on every aspect of running a company - from getting started, hiring and motivating employees to letting go and redirecting when you are ready to exit the business.  Theo will provide a guiding voice for professionals who believe their role is to lead people, not to manage them.  He offers a combination of business practices and life habits, using specific examples and suggesting solutions that you can apply to make both your company and your life more joyful, purposeful, satisfying, and profitable.

Thursday, May 25, 2023

11:30 a.m. - 1:00 p.m.

Broadway Palm Dinner Theatre

in the Royal Palm Room

Royal Palm Square

1380 Colonial Blvd

Fort Myers, FL


11:30 a.m. to 12:00 p.m. - Networking

12:00 to 1:00 p.m. - Plated Lunch*, 2023-2024 Board Election, Presentation

*A vegetarian lunch option is available; please select your preference upon registering.

(Note: Upon entering the lobby the Royal Palm Room is back to the left)

Member RSVP: No fee

Non-Member &

Guest RSVP: $30


                       Theo Etzel

Theo Etzel grew up in Coral Gables, Florida and attended Stetson University. He graduated with a major in Economics and a minor in Finance.

Theo was CEO of Conditioned Air, in Naples, FL, for 23 years. In that time the company grew from $2.7 million in revenue to $55 million in sales. He stepped down as CEO in June of 2018 and is currently a partner and director of Conditioned Air, now a $70+ million, regional organization in the residential and light commercial HVAC markets. Conditioned Air employs nearly 400 full-time co-workers and has branch hubs in Ft. Myers and Sarasota. In 2015 Conditioned Air recapitalized with Gemini Investors out of Boston, MA and continues its organic and strategic acquisition growth plan. In 2010 they received the ACCA National Residential Contractor of the Year and in 2011 Conditioned Air was awarded the Uncommon Friends Foundation Business Ethics Award for their commitment to integrity in their business practices.

He was the Chair of the Board for Encore Bank, a community bank in SW Florida, that was acquired by Lake Michigan Credit Union several years ago. Theo was inducted into the Junior Achievement Hall of Fame in Collier County and named a Man of Distinction by the Collier County Champions for Learning. He and his company are heavily involved in the community through a variety of organizations. Theo was a founding board member of Grace Place for Children and Families in Golden Gate City. He served ten years on the board and five as chair. Today, he is the Chair of the Board at The Village School in Naples, a Christian school from K through 12, in partnership with North Naples Church. He is married to his high school sweetheart, and they have two children and four grandchildren.

Theo is the author of the book, Invest Your Heartbeats Wisely, released in April of 2016. The book focuses on practical, philosophical, and principled leadership concepts for business and life. 


Builders Care is a 501(c)3 non-profit organization.

Its mission is to provide emergency construction services at no cost to needy and deserving

elderly and/or disabled homeowners, and their families, who cannot obtain repairs through

traditional means.

Crystal Stouten

Executive Director

Lee BIA Builders Care

(239) 938-0056 Ext. 201 | [email protected] |

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Thank you for registering for our Planned Giving Council Event! We look forward to seeing you!

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Plated lunch
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