Agenda

  • Financial Officers Meeting

  • Monday, October 7, 2024
      • 7:00 AM - 8:00 AM
      • Palmetto & Carolina
      • Breakfast
      • 8:00 AM - 8:15 AM
      • Grand Magnolia C
      • Call Meeting to Order & Introductions
      • Prepare to launch the NationaLease event with a dedicated focus on financial strategies and insights. Join us as we officially call the meeting to order and commence introductions tailored specifically to financial professionals like yourself. This session offers a unique opportunity to connect with fellow experts, exchange valuable insights, and establish meaningful connections within the financial sphere. Don't miss this chance to kickstart the event with discussions centered around financial best practices and industry trends.

      • Cara Swank, Chief Financial Officer, TCI Leasing/Rentals a NationaLease Member
      • 8:15 AM - 8:45 AM
      • Grand Magnolia C
      • NationaLease State of the Union
      • Join Dean Vicha as he delves into the current plans and goals for NationaLease, providing insights into the organization's direction. Explore how changing conditions may impact not just our members, but also their customers. This session offers a comprehensive overview of the strategic initiatives shaping the future of NationaLease and its impact on the broader industry landscape. Don't miss this opportunity to gain valuable insights into the state of our organization and the potential implications for your business.

      • Dean Vicha, President, NationaLease
      • 8:45 AM - 9:15 AM
      • Grand Magnolia C
      • Updates to NationaLease Substitute Insurance Program
      • Discover the latest updates with Rich as he explains the recent changes to the NationaLease Reciprocal Service Substitute Vehicle Insurance program and their impact on members. Gain exclusive insights into the current Contingent Liability, Garage, and Physical Damage insurance markets, along with Rich's expert recommendations to ensure your company’s insurance policies provide the coverage you need.

      • Richard J. Leibfried, ARM, President, RJL Insurance Services
      • 9:15 AM - 10:00 AM
      • Grand Magnolia C
      • Navigating the Future of Fuel Taxes and Licensing
      • Join David Carver, a highly experienced professional from WEX Inc, as he delves into the anticipated changes in fuel taxes amid the shift in fuel choices. Explore the implications of reduced diesel fuel use, including the potential transition to mileage-based taxes, and stay informed about the latest updates on fuel tax audits with GPS technology. With over 15 years of expertise and his active roles in NATSA and IFTA, David’s insights will be invaluable for navigating the evolving landscape of fuel taxation.

      • David Carver, Manager, FuelTax & SecureFuel, WEX
      • 10:00 AM - 10:15 AM
      • Grand Magnolia Foyer
      • Break
      • 10:15 AM - 11:15 AM
      • Grand Magnolia C
      • Elevate Your DC Plan for Success
      • Unlock the secrets to elevating your DC plan for success with Jennifer Rocci, a top Retirement Plan Counselor at Capital Group. With 20 years of industry expertise and a Chartered Retirement Plans Specialist® designation, Jennifer will provide cutting-edge insights and strategies on recent regulatory changes, ensuring your retirement planning is optimized for maximum impact.

      • Jennifer Rocci, Retirement Plan Counselor, Capital Group
      • 11:15 AM - 12:00 PM
      • Grand Magnolia C
      • Financing for 2027 Pre-Buy
      • Matt Fitzjerrells, National Sales Leader, Wells Fargo Equipment Finance
        Jerome Fons, Wells Fargo Equipment Finance
      • 12:00 PM - 1:00 PM
      • Lunch
      • 1:00 PM - 1:30 PM
      • Grand Magnolia C
      • Member Services Update
      • Stay informed about the latest developments at the NationaLease home office. Jane Clark will provide an update on new programs and services available through NationaLease, as well as introduce new members to our community. This session is essential for staying up-to-date with the resources and support available to your organization.

      • Jane Clark, Senior Vice President of Operations, NationaLease
      • 1:30 PM - 2:15 PM
      • Grand Magnolia C
      • Unlock the Power of NationaLease Purchasing Programs
      • Gain valuable insights into the comprehensive NationaLease purchasing programs available to Maintenance and Purchasing Managers. Discover key components of our program, including the latest purchasing trends and effective rebate strategies to maximize your savings. Learn about often overlooked suppliers who can add significant value to your operations. Plus, gain insights into Purchase Reviews using tailored Spend Reports to drive smarter purchasing decisions.

      • Byron Simpson, Member Programs Manager, NationaLease
      • 2:15 PM - 3:15 PM
      • Grand Magnolia C
      • What’s Happening with CARB and EPA?
      • The rules around emission standards continue to change on what seems like a daily basis. Glen Kedzie will share updates on the most recent rulemaking from both CARB and the states that are following California, and the EPA. As we get closer to 2027 deadlines, Glen will give us insight into what we can expect and how we can prepare.

      • Glen Kedzie, Environmental Consultant, TRALA
      • 3:15 PM - 3:30 PM
      • Grand Magnolia Foyer
      • Break
      • 3:30 PM - 4:15 PM
      • Grand Magnolia C
      • Maximizing Efficiency with Professional Employer Organizations (PEOs)
      • Join Andy Juster of Business Administrative Consultants (BAC) for an in-depth exploration of Professional Employer Organizations (PEOs) and their impact on a company's human resource functions. With over 25 years in the PEO business and over 20 years as a licensed health agent, Andy will guide attendees through the advantages and pitfalls of using a PEO. Learn what to look for when selecting a PEO, and how these organizations can provide comprehensive solutions for employee lifecycle management, from pre-hire to payroll and compliance.

      • Andy Juster, CEO & License Life and Health Agent, Business Administrative Consultants
      • 4:15 PM - 5:00 PM
      • Grand Magnolia C
      • Best Practices Roundtable
      • Here’s your chance to hear from the real experts—your peers! Participate in an open discussion where you can bring your questions and ideas, and share the challenges you're facing. Exchange solutions that are working for your company, and learn from the collective experience and insights of your industry colleagues. This interactive session is designed to foster collaboration and uncover practical strategies for success.

      • Cara Swank, Chief Financial Officer, TCI Leasing/Rentals a NationaLease Member
      • 6:00 PM - 8:00 PM
      • Indaco
      • Dinner
      • Get ready for an unforgettable evening at the 2024 Financial Officers Meeting in Charleston, SC! This exclusive dinner promises exceptional networking opportunities, delectable cuisine, and a memorable experience!

  • Tuesday, October 8, 2024
      • 7:00 AM - 8:00 AM
      • Palmetto & Carolina
      • Breakfast
      • 8:00 AM - 9:00 AM
      • Grand Magnolia C
      • End-to-End Security for Fleet Management: Operational Controls and Best Practices
      • Join Derek Saunders, AVP of Security at Geotab, as he explores best practices for organizational security posture including the ability to identify, respond to and recover from security threats and risks. Protecting telematics data requires a comprehensive, proactive approach. Learn how to maintain the integrity of your system and subsystems, each with its distinct set of potential vulnerabilities. With over 20 years of experience in secure fleet management, discover Geotab's End-to-End Security Lifecycle and how your telematics and valuable fleet data is handled and protected.
        In this session you will learn:
        • Overview of the telematics ecosystem
        • How Geotab secures telematics data at each level
        • Best practices for telematics cybersecurity
        • Key questions to ask your telematics provider about security

      • Derek Saunders, Associate Vice President of Security, Geotab
      • 9:00 AM - 10:00 AM
      • Grand Magnolia C
      • "Soft Landing” Continues for U.S. Economy: Lower Inflation and Interest Rates Ahead
      • Unlock the future of the U.S. economy with Stuart G. Hoffman, Senior Economic Advisor at The PNC Financial Services Group. Gain exclusive insights on how lower inflation and interest rates will impact your financial strategy and stay ahead with expert analysis from one of the most trusted voices in economics.

      • Stuart G. Hoffman, Senior Economic Advisor, The PNC Financial Services Group
      • 10:00 AM - 10:15 AM
      • Grand Magnolia Foyer
      • Break
      • 10:15 AM - 11:15 AM
      • Grand Magnolia C
      • AI Internal Policy
      • Cara Swank, Chief Financial Officer, TCI Leasing/Rentals a NationaLease Member
        Andy Figueroa, Senior Director Information Technology, TCI Leasing/Rentals a NationaLease Member
      • 11:15 AM - 12:00 PM
      • Grand Magnolia C
      • NationaLease IT Update
      • Ashley Barber will provide an update on the IT endeavors of the past year and share some of the exciting plans NationaLease has in place to continue our digital transformation.

      • Ashley Barber, Sr. IT Program Manager, NationaLease
      • 12:00 PM - 1:00 PM
      • Lunch
  • IT Meeting

  • Tuesday, October 8, 2024
      • 1:00 PM - 1:15 PM
      • Grand Magnolia C
      • Call Meeting to Order & Introductions
      • Join us as we officially call the meeting to order and commence with introductions tailored to IT professionals like you. This session is your chance to connect with fellow IT experts, share insights, and forge valuable connections in the tech realm. Don't miss this opportunity to dive into IT-focused discussions and lay the groundwork for a successful event dedicated to advancing technology in the industry.

      • 1:15 PM - 2:15 PM
      • Grand Magnolia C
      • IT Leadership
      • Mike Lyles, IT Director, Maxwell Leadership
      • 2:15 PM - 3:15 PM
      • Grand Magnolia C
      • Navigating Cyber Threats: Lessons from Major Security Breaches
      • By the end of this session, you will possess practical knowledge and actionable insights to enhance your cybersecurity practices both personally and professionally. Be prepared to engage in an interactive story, examining a well-known cyber security incident and learning from it. Explore best practices and discover IT tools that can boost productivity while ensuring compliance and security. Join us to fortify your defenses, protect your valuable data, and embrace a secure digital future in transportation and logistics.
        Immerse yourself in an engaging story as we explore one of the largest and most notable cyber security incidents to date. Gain insights into the unraveling of this incident, understanding the factors that led to the compromise and breach of a major business. Discover how the elements involved in this incident interplayed and consider its implications for your own business environment. Take away practical advice and valuable tips on maintaining personal and business cyber safety, whether you're an employee or an executive seeking to navigate cyber insurance renewals.

      • Russ Abdrakhmanov, Founding Leader, neKey
      • 3:15 PM - 3:30 PM
      • Grand Magnolia Foyer
      • Break
      • 3:30 PM - 4:15 PM
      • Grand Magnolia C
      • Roundtable Discussion: IT Department Structure
      • Curious about how other members have designed their IT structures? Interested in the balance between in-house tasks and outsourcing? Want to know who others are outsourcing to and why? In this roundtable discussion, we will explore the journeys that various organizations have taken to develop their current IT structures. Participants will share insights into their decision-making processes, challenges faced, and strategies implemented to achieve their present IT frameworks. This is your opportunity to learn from each other's experiences, discuss best practices, and explore new ideas for optimizing your IT structures and outsourcing strategies.

      • 4:15 PM - 5:00 PM
      • Grand Magnolia C
      • DMS System Breakouts
      • In this session, we will break into user groups around your DMS systems—Enrich, CDK, Procede, Karmak and any others represented in the group, and share best practices and updates on using and working with these systems.

      • 6:00 PM - 8:00 PM
      • Virginia’s On King
      • Dinner
      • Prepare for an exceptional evening at the IT Dinner in Charleston, SC, where cutting-edge technology discussions and high-level networking await. This is an exclusive event you won't want to miss!

  • Wednesday, October 9, 2024
      • 7:00 AM - 8:00 AM
      • Palmetto & Carolina
      • Breakfast
      • 8:00 AM - 8:30 AM
      • Grand Magnolia C
      • NationaLease State of the Union
      • Join Dean Vicha as he delves into the current plans and goals for NationaLease, providing insights into the organization's direction with a special focus on IT initiatives. Explore how changing conditions may impact not just our members, but also their customers, in both financial and technological realms. This session offers a comprehensive overview of the strategic initiatives shaping the future of NationaLease and its impact on the broader industry landscape.

      • Dean Vicha, President, NationaLease
      • 8:30 AM - 9:30 AM
      • Grand Magnolia C
      • Doomed from the Start: Where Change Management Is Ineffective with Tech Initiatives and What to Do About It
      • Most technology initiatives fail, often long before going live. It can feel like the business and technology organizations are like ships passing in the night. Unfortunately, technology teams frequently bear the brunt of these failures. In this session, Ryan will explain some hard truths about why traditional change management is ineffective in ensuring successful technology initiatives. He will also share strategies his firm has employed to ensure that these initiatives have a meaningful impact on the business.

      • Ryan Schrieber, Chief Growth Officer, Metafora
      • 9:30 AM - 10:15 AM
      • Grand Magnolia C
      • General Session
      • 10:15 AM - 10:30 AM
      • Grand Magnolia Foyer
      • Break
      • 10:30 AM - 11:30 AM
      • Grand Magnolia C
      • AI Roundtable Discussion
      • Join in on this open discussion to share ways you are using or planning to use AI in your operations, and hear from others how they are looking to integrate this powerful tool into their company’s processes.

      • 11:00 AM - 11:30 AM
      • Grand Magnolia C
      • Data/File Management/Retention
      • Shivie Mannshahia, Chief Technology Officer, Velocity Truck Rental and Leasing, a NationaLease Member
      • 11:30 AM - 12:00 PM
      • Grand Magnolia C
      • Member Services 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, Senior Vice President of Operations, NationaLease
      • 12:00 PM - 1:00 PM
      • Palmetto & Carolina
      • Lunch
      • 1:00 PM - 2:00 PM
      • Grand Magnolia C
      • Project Management
      • Gary Scharf, PMI
      • 2:00 PM - 3:00 PM
      • Grand Magnolia C
      • General Session
      • 3:00 PM - 3:15 PM
      • Grand Magnolia Foyer
      • Break
      • 3:15 PM - 5:00 PM
      • Grand Magnolia C
      • Best Practice Roundtable
      • This roundtable discussion will delve into the increasingly critical topic of cyber insurance. As cyber threats continue to grow in frequency and sophistication, businesses must consider how to protect themselves from potentially devastating financial losses.