Sunday, September 29, 2013
|
| |
|
|
11:00AM – 6:00PM
|
Enrich User’s Meeting
Please visit the Enrich Meeting Website to register
|
| |
|
|
6:30PM
|
Offsite Dinner
|
Monday, September 30, 2013
|
| |
|
|
8:00AM – 8:15AM
|
Call Meeting to Order & Introductions
Chris Baer, CFO, Hogan Truck Leasing, Inc., a NationaLease Member
|
| |
|
|
8:15AM – 9:15AM
|
Healthcare Reform
Jeff Rosset and Charmaine Hollaway, Midwest HR
|
| |
|
|
9:15AM – 10:15AM
|
Rebates
David Nitzsche, Sr. VP of Supply Management, NationaLease
|
| |
|
|
10:15AM – 10:30AM
|
Break
|
| |
|
|
10:30AM – 11:30AM
|
Best Practices—Round Table
Financing/Treasury:
- Interest rate caps
- Loan covenants
- Financing options
- Financing strategies in a rising interest rate environment – fixed rates vs. variable rates, hedging strategies, etc.
Reporting:
- Most important management reports to improve profitability
- Key performance indicators used by executive management
Operations:
- Daily rental trip reports
- Timekeeping systems
- Processes for accumulating mileage and hour information from Customers
Risk Management/Legal:
- Extended warranties
- Wellness programs
- Credit check process
- Affordable Care Act
- Driver Shortage
|
| |
|
|
11:30AM – 12:00PM
|
Corcentric Overview
Rob DeVincent, VP of Product Marketing, Corcentric
|
| |
|
|
12:00PM – 1:00PM
|
Lunch
|
| |
|
|
1:00PM – 1:45PM
|
Commercial Insurance
Chris Patrick, Senior VP, Transportation Group, Cottingham & Butler
|
| |
|
|
1:45PM – 2:15PM
|
Commercial Insurance Round Table
|
| |
|
|
2:15PM – 3:00PM
|
National Accounts Update
Jeff Spence, VP of National Accounts, NationaLease
|
| |
|
|
3:00PM – 3:15PM
|
Break
|
| |
|
|
3:15PM – 4:45PM
|
The Three Ways Employers Misclassify Workers – and How Your Company Can Get It Right
Neil Dishman, Partner, Jackson Lewis LLP
|
| |
|
|
6:30PM
|
Dinner
|
| |
|
Tuesday, October 1, 2013
|
| |
|
|
8:00AM – 9:00AM
|
Economic Update – Part 1
Dan North, Chief Economist, Euler Hermes ACI
|
| |
|
|
9:00AM – 9:30AM
|
Debt Capital Markets
Pete Thursby, Wells Fargo
|
| |
|
|
9:30AM – 10:00AM
|
Interest Rate Market Trends
Cameron Dayne, Wells Fargo
|
| |
|
|
10:00AM – 10:15AM
|
Break
|
| |
|
|
10:15AM – 11:15AM
|
FASB Update
Tom James, President & CEO, TRALA
|
| |
|
|
11:15AM – 11:45AM
|
Planning for Next Financial Officers Meeting
|
| |
|
|
11:45AM – 1:00PM
|
Lunch (box lunch available)
|
| |
|
|
1:00PM – 3:00PM
|
Tour of Home Office (Optional)
|