Enriching Lives Through HVAC: Kevin Thompson on Culture, Morning Meetings, and Coaching at Cambridge Air Solutions

Open on YouTube ↗
Overview

Recorded at a happy-hour session during the Midwest Manufacturers Trade Show and Conference, this interview with Kevin Thompson asks how a company that is not large by headcount has built a reputation for its culture. Thompson spent years as CFO of Cambridge Air Solutions and now works as its leadership coach. His answer comes back repeatedly to two foundations: knowing why the company exists and defining how its people behave.

14 min read

"We Punch Larger Than We Are"

The host opened by noting that they had been hearing more and more about Cambridge Air Solutions, which struck them as unusual for what they called a midsize name in manufacturing. Thompson clarified the company's scale. Cambridge operates across North America, but it is not large by employee count or by the usual measures. He described it as "small, smaller into middle market." The company's goal, in his words, is to "punch larger than we are."

Where "Enriching Lives" Came From

Thompson traced the company's mission to work the leadership team did about 12 years ago using Patrick Lencioni's book The Advantage. Lencioni argues that a leadership team must answer six questions before doing anything else. The first two are "why do you exist" and "how do you behave." Thompson admitted the team did not have those answers "dialed in" at the time.

The "why" they settled on puts heavy weight on enriching lives. Cambridge is a second-generation, 60-year-old family company, and Thompson said the emphasis reflects the heart of the owner and the owner's family. The full statement reads: "We exist to glorify God by enriching the quality of every life we touch."

Thompson focused on the word "enriching." To enrich something is to add to it and make it better, and he compared it to fertilizer enriching soil. The company, he said, does not exist to make HVAC equipment. It exists to enrich lives, and it happens to do that by manufacturing and distributing HVAC equipment. It could do it other ways. When employees and leaders work inside that "why," he argued, manufacturing feels different from "I make heaters every day." He added that it also makes leadership a different experience. The host joked that cooling equipment in a St. Louis summer is literal life enrichment.

The Daily Morning Meeting

According to the host, the most tangible sign of Cambridge's culture, and the one getting attention on podcasts and in the industry, is its morning meeting. Thompson said it has run without interruption for about ten years. That includes the COVID period, when the company briefly moved it online. The meeting covers all employees at all locations every day and is meant to last about 15 minutes.

Thompson called it "more of a cultural touch" than a traditional huddle. Information does get exchanged, but that is not the main purpose. A volunteer leads each meeting, and about half of employees have volunteered. This ties to one of the company's core values, courage, and to a matching "value in action" statement: "grab the mic." Standing up to lead the meeting takes courage.

The volunteer leads roughly five minutes of stretching and can talk about anything they want during that time, with any slide they choose. Thompson said people often share family pictures and hobbies. He once presented the music that got him through high school, and he said people got to know him better because of it. The point is to break down the workplace habit of not seeing each other as full people. Instead of "Kevin the CFO," colleagues could see a father of seven and grandfather of eight who enjoys woodworking and reading.

The meeting is held standing on the plant floor. Anyone not there joins online. Thompson called it his "absolute favorite part of the day" and said it is now so embedded that if leadership tried to stop it, "the employees wouldn't let us." Asked about the stretching, he said it is really a quick warm-up. Hourly employees on the floor start at 5 a.m., so by the time the meeting starts they have already worked nearly three hours.

Asked about his high school music, Thompson named three albums: the Eagles' Hotel California, Cheap Trick's Live at Budokan, and Supertramp's Breakfast in America. He added that his father died during his senior year, so there was a lot to get through then. The host mentioned recently seeing Cheap Trick play after a minor-league hockey game in Milwaukee, and Thompson recalled seeing the Doobie Brothers after an NFL game.

A Catastrophic Start and Six Months to Make It Work

Thompson was blunt that the morning meeting "started out catastrophically bad." In its early days, he said, it was horrible and he did not want to be there. It was full of blame and "all kinds of unhealthy stuff." It improved because some leaders were deeply committed to doing it well, because the company had examples from friends inside and outside the industry, and because people kept working at it. By his account, it took about six months to get it right.

When the host asked what others could learn from that period, Thompson described what a former leader called "the vortex": you spin it up gradually. He offered an example he expected to sound funny. One key early cultural change was the decision to clean their own building, bathrooms included. A few people came back from a visit elsewhere eager to have everyone clean bathrooms. Leadership asked them to pause and suggested another approach. The four enthusiasts would do it, the leadership team would do it with them, and others would see it and want to join. The core group grew from about eight people to 12, then 24. From there the company made small, intentional improvements, which Thompson described as "run the experiment." That kind of incremental work, he said, is what got the morning meeting to the point where people wanted to be there.

Gratitude as a Centerpiece

Gratitude has become a major part of the meeting. People grab the mic and say what they are thankful for that day. It does not have to be about work, but Thompson estimated that about 80% of the time it is thanks for a coworker and something that person did. The host mentioned keeping a gratitude journal. Thompson said the focus on gratitude has been one of Cambridge's biggest effects on him personally. He described himself as "not that guy generally," but being around people who practice gratitude changed him.

The meetings are open to outsiders, and Thompson said anyone can call and arrange to attend. Cambridge also runs formal tours, about four a year by his estimate, that people can sign up for to see the operation.

Defining Culture as "Values in Action"

Asked for a final tip on building culture, Thompson said he has almost stopped using the word "culture" because he cannot define it. His working definition is "values in action." His advice returned to Lencioni's first two questions. Know your "why," live it every day, and encourage employees to live it. He stressed that each organization's why is its own, and a company should be passionate about it and build the business around it.

The second foundation is the "how do you behave" statement, meaning core values. Cambridge's are unconditional love, care, courage, and respect. The company's culture, in his description, is the attempt to live those values out every day. He explained unconditional love as "I love you for who you are, not what you do." He paired it with the expectation that people still do what they were hired to do. Without these two foundations clear enough for everyone to rally around, he warned, everything else will probably stall at some point.

Manufacturing Ambassadors: Listening Instead of Selling

The host asked about Cambridge's "manufacturing ambassadors." Thompson explained that they sit on the revenue team. The company's primary market is warehouse distribution, but it also serves manufacturing heavily with heating, cooling, and ventilation, and that market has unique requirements. The ambassadors work full time, and their commission compensation is deliberately low because they are not really out selling. Their job is to build relationships with the manufacturing community, to "enrich" it in line with the mission, and to listen and bring back what that community needs from Cambridge's products and services.

What the Market Feels Like Right Now

Asked what feedback is coming from manufacturers, Thompson said it varies by sector. Some are hot and some are softening. He noted that his change in role means he is less connected to the markets than before. His general read was caution. He sees encouragement around onshoring, which he believes is bringing manufacturing back to North America if not specifically the U.S. Cambridge is still seeing strength in warehouse distribution. People remain cautious, though, citing the election year and the lesson of the past three or four years: you think you know what is going on, and then you wake up to something you did not see coming.

From CFO to Leadership Coach

Thompson's title is now leadership coach. He described a 35-year career across several companies, including COO, CFO, and GM roles, many at Cambridge. Over time, he said, his heart turned toward leadership development, coaching, and mentoring. About a year to a year and a half ago, he told the company he was ready to start a new season. He wanted to go part-time, figure out what "retirement" might look like, and do it in a coaching capacity. The company had already planned such a role but had not funded or staffed it, and leadership agreed he was a natural fit.

He now works part-time inside the HR team, having stepped off the leadership team. He is developing standard work and processes for leadership development and will help teach programs that already exist. He also has an outside coaching client and does some mentoring and nonprofit work. The role is new. He took a three-month sabbatical in the fall and returned in January, though he noted he had been doing this kind of work informally as CFO.

Coaching to Create Coaches

On the impact he hopes to have, Thompson said all good leadership roles aim to work yourself out of a job. His current horizon is about three years, though he said that could change. He wants the people he coaches to become comfortable as coaches themselves. He is using a specific methodology he is certified in, while acknowledging there are others. Coaching, he said, is about developing your players, so his goal is "coaching to make coaches." The host noted that working yourself out of a job has become a recurring theme on the podcast, including among engineers and manufacturing managers. Both called it a paradox: people who do it end up with more opportunity, not less.

St. Louis Manufacturing: Decline, Recovery, and the Middle

Asked about the St. Louis manufacturing scene, Thompson described two phases. For about 20 years starting around 1990, there was significant decline, as the region lost large manufacturers or saw them shrink or split up operations. Since roughly 2010, he sees a solid, slow, sustained recovery across a broader set of sectors, and he mentioned biomed and healthcare services.

He argued that smaller privately held manufacturers are underestimated. He described them as companies with roughly 50 to 250 employees working out of buildings around 50,000 to 250,000 square feet, and he said Cambridge sees them in its own sales. He called them the backbone of manufacturing today. St. Louis, he said, has many family-owned, multigenerational manufacturers, and the people-centric approach is gaining steam there. Cambridge belongs to the Association for Manufacturing Excellence (AME) and helped start a St. Louis group that he said now includes 17 to 20 manufacturers focused on building people-centric cultures.

The Role of the Missouri Association of Manufacturers

Thompson has served on the board of the Missouri Association of Manufacturers (MAM) for about six years. He said MAM has traditionally been centered in southwest Missouri and has worked intentionally to reach Kansas City, St. Louis, Jefferson City, and other parts of the state. He believes it is having some success and becoming better known. He praised Michael and the MAM team for a passion for manufacturing that "oozes out of them." He said Cambridge would be closely connected to MAM even without his board seat, because the organization aligns with the company's cultural work and shares the owner's commitment to the manufacturing community.

Final Advice: Leadership as Serving Others

For his last piece of advice, Thompson said it would probably concern "the things I do poorly." What he has learned, and did not always practice, is that leadership is about serving others. He noted that the term "servant leadership" carries a religious connotation that makes some people uncomfortable. The idea, as he put it, is that a leader's primary role is to serve people and help them grow in whatever direction they want. That requires courage and humility, which he said are hard for type-A personalities. People his age did not grow up with that expectation of leaders. He said most of his own leadership growth over a 35-year career has come in the last 10 years.

For younger listeners with 20 or 30 years ahead of them, his advice was to find a mentor or coach who embraces these concepts and values, "attach at the hip," learn, and practice the same things in their own leadership. He said he was fortunate to have such people in his life earlier and has many more now. His closing encouragement was to aspire to become one of them. The host tied that back to a theme from the day's conversations: finding the right people to connect with, at an event built for connecting manufacturing leaders in the region.