Enrich Users Group Meeting (Optional)
Come learn about what is happening at Enrich.
Cheryl Alter will be sharing information on how to gain efficiencies in the back office, as well as demonstrating new features and functionality of the software. This is always a great interactive session to share ideas and solutions.
Cheryl Alter, Vice President Client Services, Enrich

Breakfast

Call Meeting to Order & Introductions
Amber Woodrome, Accounting Supervisor, Success NationaLease

President’s Message
Dean Vicha will discuss the current and future plans and goals for NationaLease, and how changing conditions may impact not just our members, but their customers as well.
Dean Vicha, President, NationaLease

Implementation and Effects of Tax Reform
Some of the current hot topics our members are facing are the implementation and effects of tax reform on the tax side and the new lease accounting rules by FASB. Join us as Jennifer Wieroniey discusses these effects and how to prepare for them.
Jennifer Wieroniey, Manager, National Accounting and Finance Council, American Trucking Associations

NationaLease Update
Find out what’s happening at the NationaLease home office. Jane Clark provides an update on new programs and services available through NationaLease, as well as an introduction of new members.
Jane Clark, Vice President of Member Services, NationaLease

Break

Electronic Logging Device (ELD) vs. Electronic Data IFTA Filings
ELD data may or may not be sufficient for a successful IFTA audit. David Gray will explore the differences and similarities in the data collected and maintained for ELD purposes and what is required for IFTA tax filings. He will also discuss the internal controls and record keeping necessary for using telematics data in tax reporting.
David Gray, President, North American Transportation Services Association

2019 Labor and Employment Pitfalls to Avoid
Join Soña Ramirez for an update on recent developments in employment law and leave with the resources you need to help your company stay compliant in 2018 and beyond. The discussion will identify four to five key areas employers should be aware of to help avoid potential liability and headaches. The presentation will provide practical tips to avoid these pitfalls.
Soña Ramirez, Clark Hill Strasburger

Lunch

I Should Have Seen It Coming: Preventing a Bad Hire
Retaining good employees usually starts with making a good hire in the first place. Mark Goldman, CPA and Founder of both MGR Accounting Recruiters and Where Accountants Go will discuss the common pitfalls in company recruiting and hiring processes that can lead to making a bad hire in the accounting department. We will also discuss best practices and prevention measures that can be put in place to ensure that a more competent and appropriate hire is made.
Mark Goldman, CPA, MGR Accounting Recruiters

401(k) Trends: Regulatory/Fiduciary Risk and Cost Management
Your employees will look to their 401(k) and/or benefit pension plans to help fund their retirement. They need to know that your company is looking out for their best interests. But with so many plans out there, how do you know which ones are best for your workers? Lou Ressler has been driving superior results for plan sponsors and participants for more than a decade, specializing in serving small and mid-size companies. Ressler will provide updates on what is occurring in the 401(k) market and which plans best meet the needs of your employees and your company.
Lou Ressler, AIF®, CPFA, Retirement Plan Consultant, Associated Financial Group

Break

Best Practices Round Table
Here’s your chance to hear from the real experts—your peers! Bring your questions and ideas for an open discussion on challenges you’re facing and solutions that are working for your company.
Amber Woodrome, Accounting Supervisor, Success NationaLease

Dinner

Breakfast

Disaster Management: It IS All About Survivability
When a crisis occurs, is your team ready to respond? Transitioning from normal operations to “crisis operations” is often chaotic as a result of the suddenness and severity of the event. Geary Sikich will detail the successful techniques used by organizations to build an effective and fully integrated Disaster Management Program and Crisis Management Team (CMT). Discover the pitfalls that can happen when crisis management is not fully integrated throughout the enterprise.
Geary W. Sikich, Principal, Logical Management Systems, Corp.

AI in the Accounting Department
Artificial intelligence isn't coming. It's already here. Early investments by large firms have paid off with advanced technology that can slash the amount of time accountants spend on complex audits and asset estimates. How can you adopt advanced technology like artificial intelligence to deliver value in your own company?
Venn Ravichandran, Senior Associate, Point B
Kelly O’Rourke, Practice Director, Point B

Break

Economic Update
Is your business ready for the coming economic changes? Sarah House will comment on the economic obstacles and opportunities that businesses will face this year and into the future, and how to prepare for them.
Sarah House, Vice President and Economist, Wells Fargo & Company

Planning for 2019

Lunch Available